Added to YB: 2026-08-04
Pitch date: 2026-07-31
GLNG [bullish]
Golar LNG Limited
+1.28%
current return
Author Info
No bio for this author
Company Info
Golar LNG Limited designs, converts, owns, and operates marine infrastructure for the liquefaction of natural gas.
Market Cap
$5.0B
Pitch Price
$48.54
Price Target
N/A
Dividend
2.03%
EV/EBITDA
26.01
P/E
38.43
EV/Sales
14.77
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Why Golar Deserves Another Look
GLNG: FLNG operator w/ ~$800M contracted EBITDA from 2028, 8.75x EV/EBITDA on $7B EV, 20yr backlog. Iran war lifts Brent/TTF-linked upside + Ras Laffan attacks drive structural demand for offshore LNG. Pulled back <$50 from $57. Unencumbered Fuji unlocks ~20% mkt cap net. Catalysts: 4th FLNG order + strategic review by year-end. Could support ~$5/sh dividend. Starter position + selling puts attractive; potential earnings dip on missed contract announcement = buy opportunity.
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