Added to YB: 2025-03-12
Pitch date: 2025-03-11
GTT.PA [bullish]
Gaztransport & Technigaz SA
Author Info
Sleep Well Investments shares deep dives into time-tested businesses with high reinvestment potential. Get their premium stock pitches for 20% off.
Company Info
Gaztransport & Technigaz SA, a technology and engineering company, provides cryogenic membrane containment systems for the maritime transportation and storage of liquefied gas and liquefied natural gas (LNG) in South Korea, China, Russia, and internationally.
Market Cap
EUR 5.2B
Pitch Price
N/A
Price Target
N/A
Dividend
5.45%
Sector
Oil, Gas and Consumable Fuels
Category
value
Buying Two US Tariff Resistant Businesses - Gaztransport & Technigaz SA
GTT.PA: LNG membrane tech leader, 95%+ gross/40%+ FCF margins. No viable alt, AI-proof. Deep moats: patents, 60yr safety record. Advance pay, locked contracts. Net cash, 6% div, M&A starting. 5yr backlog rising. 17x FCF, 13x P/E. Green energy megatrend exposure. 14/20 sleep well score. Cheapest in portfolio.
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