Golar LNG – Analysis post Argentina deal
Golar LNG has just signed a deal to provide 5.95 MTPA liquefaction (via 2 FLNGs) in Argentina. A transformative agreement for the company
Fortress Infrastructure
Analysis of Fortress Infrastructure. A highly leverage bet with massive short term catalysts & 4 energy related assets
Special New Fortress Energy – FY24 Results
New Fortress Energy FY24 Results. We update the financial model including the last events (Fast LNG, Puerto Rico, Brazil,...)
Golar LNG – FY24 Results
Golar LNG is an LNG infrastructure provider with long term contracts (and predictable cash flows) in Argentina, Cameroon, Mauritania...
Golar LNG – Updated Investment Thesis
Updated Investment thesis of Golar LNG including all the details about Argentina, Nigeria, Congo & updated valuation
New Fortress Energy – Special Update
New Fortress Energy Special Update. We update the financial model including the last events (Fast LNG, Puerto Rico, Brazil,...)
New Fortress Energy – A company for sale
Analysis of New Fortress Energy after its refinancing. NFE is in a situation where all its assets are for sale. EBITDA by asset, valuation...
Golar LNG 3Q24 Results
Golar LNG 3Q24 results analysis. Golar Hilli new contract, Golar Gimi starting in 2Q25, Mark II, Macaw Energies...
Excelerate Energy 2Q24
Excelerate Energy 2Q24 Results. EE is an LNG infrastructure provider that owns a fleet of 10 + 1 FRSU and stable and predictable revenues