Added to YB: 2026-10-07
Pitch date: 2026-10-01
GLNG [bullish]
Golar LNG Limited
-9.17%
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
$5.1B
Pitch Price
$49.49
Price Target
70.00 (+56%)
Dividend
2.01%
EV/EBITDA
21.07
P/E
34.33
EV/Sales
13.62
Sector
Oil, Gas and Consumable Fuels
Category
value
Golar LNG (GLNG) – undervalued LNG infrastructure
GLNG: Golar is the only provider of FLNG-as-a-service, with three vessels expected to generate roughly $800M of contracted EBITDA by 2029. At about $48, the shares are valued below 9x that EBITDA versus a >$70 intrinsic-value estimate, with additional commodity upside and FLNG #4. The thesis depends on completing Esperanza and Argentina’s pipeline; 82% of 2029 tolling EBITDA is Argentina-linked, making execution and concentration the principal risks.
Read full article (17 min)