$GLNG — FinTwit mentions on Surfaced

$GLNG — FinTwit mentions on Surfaced

Recent mentions

17 mentions

@marhelmdataMay 20, 2026 · 12:43 PM

Golar is basically promising a dividend explosion Current dividend run-rate: ~$1/share Target pathway: ~$5/share before commodity upside. That’s one of the boldest shareholder return slides in the LNG sector right now. $GLNG https://t.co/g8bFRdJ6g4

@aleabitoredditMar 28, 2026 · 5:40 PM

@NishantChandra2 $GLNG is a good pick as well

@marhelmdataFeb 25, 2026 · 2:10 PM

$GLNG Q4’25 - Net profit $10.4m (vs $4.5m), rev $132.8m (vs $65.9m), EBITDA $91m. - Secured $14bn adj. EBITDA backlog via 2x 20-yr FLNG deals. $2.275bn new financing. - $0.25 dividend (~$26.2m). Stock +20% YTD. FLNG pure-play, conventional LNG shipping fully exited.

@marhelmdataNov 22, 2025 · 3:53 PM

Many are focused on the tanker market, but the LNG market is up a spectacular 500% since October lows on a strong winter market and European energy challenges. $FLNG $CLCO $ALNG $GLNG $DLNG

@marhelmdataNov 18, 2025 · 6:40 PM

Atlantic LNG freight rates just hit their highest since early 2024. Spot US–Europe jumped 19% to $98,250/day. Pacific rates surged 15%, the strongest in 1+ year, as North American exports drive tanker demand. $FLNG $GLNG

@marhelmdataOct 29, 2025 · 6:15 PM

Winter spark for LNG! Spot rates surge past $50K/day, Spark pegs Atlantic at $53K/day. Sinochem’s 174k-cbm Global Sea Spirit (2021) fixed to SEFE ex-US Gulf. Tonnage is still long, so bulls better be quick. The rally could fade fast. $CLCO $FLNG $GLNG

@marhelmdataOct 28, 2025 · 4:51 AM

"We've been adding because fundamentals are outpacing the share price" Golar has moved 10 percent since our talk with @gabcasla earlier this month. The market is less concerned after the favorable midterm election in Argentina, but even a return to peronism wouldn't pose a threat to Golar's contracts. Full breakdown on Marhelm $GLNG

@marhelmdataOct 23, 2025 · 2:59 PM

New deep dive into Kosmos, BW Energy, Navios and Golar with Fund Manager Gabriel Castro is now available on the platform $BWE.OL $NMM $GLNG $KOS

@marhelmdataOct 14, 2025 · 12:36 PM

LNG carrier fixtures are heading for a record year; 88 short-term deals in Q3 vs 108 in Q2 and 85 last year. Rates remain weak, but new liquefaction projects and LNG sales could drive a fresh wave of newbuild orders into 2025. $CLCO $GLNG

@marhelmdataOct 9, 2025 · 7:52 PM

Arctic believes that Golar has dropped too low. Even with negative mid-term elections the contract cancellation risk is low and Argentina wishes to develop Vaca Muerta for exports. $GLNG

@marhelmdataOct 2, 2025 · 3:33 AM

Goldman Sachs initiates coverage on Golar with a PT of $54. "The company represents an attractive niche. The market underestimates positive catalysts. 25% chance for a fourth FLNG-unit" $GLNG

@marhelmdataSep 26, 2025 · 1:24 PM

Golar LNG secures $500m in a significantly oversubscribed private bond deal. Notes priced at 7.5% interest, maturing in July, with settlement set for Oct 2. Proceeds to refinance bonds & strengthen FLNG infrastructure position. $GLNG

@marhelmdataSep 22, 2025 · 12:41 PM

Golar LNG makes its third bond market play, lining up banks for a $300 million refinancing; investor talks start today. $GLNG

@marhelmdataAug 19, 2025 · 5:48 PM

Fund manager Gabriel Castro is coming back to Marhelm for a new talk. We will discuss some highly interesting names such as Golar, Kosmos Energy, BW Energy and copper miner Atalaya. $GLNG $KOS $BWE.OL $ATYM

@marhelmdataAug 4, 2025 · 5:09 PM

"The world’s power consumption is up 4 percent. The natural gas share is up 8 percent. If you’re in natural gas you have a growth market ahead of you." Tor Olav Trøim per Finansavisen. $GLNG

@marhelmdataJul 9, 2025 · 3:08 PM

LNG charter rates show a bumpy upward trend mid-2025 as record newbuild deliveries squeeze seasonality. After Q1 weakness, spot activity and term deals offer a tentative recovery. $FLNG $GLNG

@marhelmdataJun 28, 2025 · 2:57 PM

Trading at $41, Golar has held on well to its gains in a volatile market. At our interview in May, we discussed the company's road to a cash flow generation of $10 per share and its low pricing relative to other infrastructure companies. $GLNG https://t.co/IarxuhGLi8