Added to YB: 2025-07-02
Pitch date: 2025-05-13
GLNG [bullish]
Golar LNG Limited
+34.73%
current return
Author Info
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Company Info
Golar LNG Limited designs, converts, owns, and operates marine infrastructure for the liquefaction of natural gas.
Market Cap
$5.8B
Pitch Price
$38.83
Price Target
97.00 (+85%)
Dividend
1.76%
EV/EBITDA
46.96
P/E
94.47
EV/Sales
19.29
Sector
Oil, Gas and Consumable Fuels
Category
value
Show full summary:
Golar LNG Limited - $GLNG
GLNG: 3 FLNGs with 20yr contracts generating $850-900M EBITDA + commodity upside. Argentina deals de-risked via RIGI protections. Math shows $64-97/share value vs $38 today. $1.6B excess cash for buybacks/growth. Catalysts: 4th vessel order in 2025, financing, M&A takeout potential. Assets can sail away if needed.
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