Added to YB: 2026-09-03
Pitch date: 2026-09-01
GLNG [bullish]
Golar LNG Limited
+2.33%
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
$5.3B
Pitch Price
$51.92
Price Target
65.30 (+23%)
Dividend
1.94%
EV/EBITDA
21.59
P/E
35.53
EV/Sales
13.96
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
The Long Thesis for Golar LNG
GLNG: Golar LNG, a pure-play FLNG provider with a 10% stake in Argentina’s Southern Energy, offers a $65.30 target and 31% upside from long-term tolling cash flows, fleet expansion and unpriced commodity optionality. The core asymmetry is modeled downside of only 15% under an extreme early-termination scenario. Strategic-review and buyback catalysts support realization, while vessel delays, financing conditions and Argentine exposure are the main risks.
Read full article (4 min)