Golar LNG is a company that provides LNG infrastructure through FLNGs (not to be confused with NFE ones). These FLNGs are characterized by being associated with long contracts – 20 years – and predictable and stable cash flows). It currently has one in operation, another in commissioning, a third under construction and others under negotiation. If in recent years it has undergone a huge transformation by selling 2 of the 3 legs of its business, this 2025 is set to be the great turning point for the company.

You can find our updated investment thesis , and financial model which we have followed since early 2020 (Gimi force majeure), on our website

 

Today we analyse the results of Golar this 2024 and focus on the purely important that is the progress of its projects and analysis of the conference call comments. We give our opinion and share our valuation of the company

 

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