Is Golar LNG interesting? Andrés Allende (COBAS) on the liquid gas shipper
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- Опубліковано 21 жов 2024
- In this presentation Value Investor Andrès Allende is talking about Golar LNG.
This presentation was recorded at 06. November 2019 during the International Value Investing Conference.
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#valueinvesting #gas #shipping
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Excellent presentation by Mr. Allende. As an investor in Cobas AM, I'm always delighted of listening his presentations as he strikes me as a very rational individual and investor. The presentation is great, thanks for posting.
Qué pena que las diapositivas no se vean bien, se podrían conseguir de alguna manera y hojearlas? Saludos
Interesting stuff and lots of long term optionality. Is the presentation available?
When he made this GLNG was $$6.00 a share now its $25.11 on a bad day
legendary investor, is this a trick?
Good one✌
Nice sales pitch but if you want to make money better buy Flex LNG.
Because Flex is a pure play on LNG shipping, the part with the highest potential in LNG business once the market tightens.
Flex has the most efficient fleet in the world, stronger dividend policy due to Frederikson, has a lower debt to equity ratio and is traded at a higher PB discount of 0.5. But just my 2 Cents...
Cresomar… so evil