Golar LNG Limited (GLNG): A Bull Case Theory

We came crossed a bullish thesis connected Golar LNG Limited connected X.com by justfactstruth. In this article, we volition summarize the bulls’ thesis connected GLNG. Golar LNG Limited's stock was trading astatine $38.59 arsenic of January 12th. GLNG’s trailing and guardant P/E were 70.16 and 90.09 respectively according to Yahoo Finance.

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Golar LNG Limited designs, converts, owns, and operates marine infrastructure for the liquefaction of earthy gas. GLNG presents a compelling accidental pursuing caller marketplace volatility and affirmative developments. The stock, which traded astatine $45 connected September 1st, was initially pressured by marketplace reactions to provincial elections connected September 7th but has since rebounded connected beardown expert enactment and operational milestones. Goldman Sachs initiated sum with a bargain standing and a $54 target, highlighting important upside linked to Golar’s commodity exposure, followed by Citi with a bargain and $51 target.

Operationally, Golar confirmed connected October 23rd that each Conditions Precedent for the 20-year charter of its MKII FLNG with Southern Energy successful Argentina had been fulfilled, securing a semipermanent gross watercourse and reinforcing its asset-backed maturation story. The caller predetermination outcome, with a apt landslide in favor of Javier Milei, reduces governmental hazard and increases the probability of unchangeable argumentation support, which whitethorn besides accelerate M&A discussions that had been connected clasp pending predetermination clarity.

Golar’s unsocial commodity-linked upside is simply a captious differentiator, with Goldman Sachs noting that if FOB prices mean $9/mmbtu—roughly $10.50/mmbtu for JKM and TTF benchmarks—this could construe into an incremental $2.2 cardinal successful EBITDA backlog, chiefly from Argentina assets and its involvement successful SESA.

With net scheduled for November 5th, the banal appears poised to interruption supra $46, adjacent its near-term high, supported by some cardinal and macro catalysts. The operation of secured semipermanent charters, commodity exposure, reduced governmental risk, and expert designation positions Golar arsenic an charismatic risk/reward opportunity, offering imaginable for important upside successful the adjacent word portion maintaining a robust operational foundation.

Previously we covered a bullish thesis connected Golar LNG Limited (GLNG) by Value Science successful February 2025, which highlighted the company’s FLNG leadership, commodity-linked declaration upside, and imaginable caller MkII vas deals. The banal has depreciated astir 4.36% since coverage. The thesis inactive stands arsenic Golar secures semipermanent charters. justfactstruth shares a akin presumption but emphasizes macro and governmental developments, including Argentina’s predetermination and the MKII FLNG charter.