Golar LNG (GLNG): FLNG Growth Opportunities- 1Q26
Updated equity research on Golar LNG after 1Q26 results, covering Argentina, FLNG growth opportunities, financing, valuation scenarios...
Excelerate Energy – 1Q26 Results – Iraq Delay, Acadia Redeployment & Growth Ahead
Excelerate Energy 1Q26 results analysis, covering Acadia FRSU Delay in Iraq, PetroBangla force majeure, Jamaica , updated DCF Valuation
Fortress Infrastructure $FIP – Long Ridge Sale
Analysis of Fortress Infrastructure’s $1.52Bn Long Ridge Energy sale to MARA Holdings. Review of transaction terms, RailCo preferred structure and updated sum-of-the-parts valuation for the remaining business.
Kosmos Energy – Goldman Downgrade
Kosmos Energy analysis by MORAM Capital: Goldman Sachs downgrade, debt profile, DCF valuation, refinancing risk, independent equity research.
Fortress Infrastructure $FIP : Record EBITDA, but Debt Still Controls the Equity Story as Long Ridge Becomes Critical
Fortress Infrastructure 4Q25 results analysis: record EBITDA, rising interest, cash flow pressure, Long Ridge remains central to equity story
Corporación America $CAAP: Record FY25 Results, but the Stock Sells Off on Iran Risk
Corporación America reported record FY25 results, but the stock sold off on Iran-related risk. Updated Equity Reseach, FCF, $CAAP valuation..
New Fortress Energy operates floating LNG assets across the Caribbean and Latin America. Source: MORAM Capital.
New Fortress Energy – Restructuring Deep Dive
MORAM Capital breaks down New Fortress Energy UK Restructuring Plan: new capital structure, asset-by-asset EBITDA analysis, preferred equity dilution & valuation
Golar LNG – A Key LNG Winner from the Iran-Hormuz Shock
Updated Golar LNG equity research on the Hormuz shock: detailed analysis of Gimi, Hilli and Mark II, FLNG growth pipeline, valuation, ...
Excelerate Energy operates the world's largest FSRU fleet, with 10 units plus a newbuild and a planned conversion. Source: MORAM Capital.
Excelerate Energy – Updated Iran War
MORAM Capital updates its Excelerate Energy analysis following record FY25 results and break out of the Iran War (Updating $EE target price)
Initial Equity Research: Sky Harbour Group SKYH
Moram Capital initiates coverage on Sky Harbour Group (NYSE: SKYH), the company building the first nationwide network of private hangar campuses for business aviation in the US. Full analysis: business model, unit economics, campus pipeline, debt structure, valuation and risks.
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