Professional
Added to YB: 2025-05-20
Pitch date: 2025-05-19
GLNG [bullish]
Golar LNG Limited
+45.24%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Golar LNG Limited designs, converts, owns, and operates marine infrastructure for the liquefaction of natural gas.
Market Cap
$5.6B
Pitch Price
$38.39
Price Target
100.00 (+79%)
Dividend
1.82%
EV/EBITDA
45.92
P/E
91.72
EV/Sales
18.87
Sector
Oil, Gas and Consumable Fuels
Category
growth
Idea Brunch with Nitin Sacheti of Papyrus Capital - Golar LNG Limited
GLNG: Only proven FLNG-as-service operator, targets stranded gas in Africa/LatAm. Modular design cheaper than onshore LNG. Recent wins: YPF/PAE JV in Argentina, BP Africa. $10-12 FCF/share coming from contracted revenue. Undervalued; chairman likely to sell at $75-100 to larger energy co.
Read full article (1 min)