Added to YB: 2026-08-24
Pitch date: 2026-08-19
LPG [neutral]
Dorian LPG Ltd.
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
Dorian LPG Ltd., together with its subsidiaries, engages in the transportation of liquefied petroleum gas through its LPG tankers worldwide.
Market Cap
$2.1B
Pitch Price
N/A
Price Target
N/A
Dividend
5.94%
EV/EBITDA
5.48
P/E
6.58
EV/Sales
4.19
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Contract Cleanup - $LPG
LPG (overview): $2B LPG shipping co amended change-in-control severance July 2026, removing 4 founding entities from CIC definition, ensuring execs (Hadjipateras family, ~11.5% owner) fully protected in takeover. Author's conjecture: near ATH stock, cycle-aware CEO prepping house for eventual sale. No process started yet (exec just sold shares); likely step 1.
Read full article (2 min)