Golar LNG (GLNG)

Kiinnostaisi kovasti kuka / ketkä ovat olleet ostohommissa tuossa 7,40 $ pienen positiivisen hetken aikana… melkoinen piikki, ja nyt kauppa on melkein jäissä.

Itselläni Golar on salkun veivatuin lappu. Ensin kyytiin 5,50, pari pienempää voitollista veivausta 6-7 ympärillä, reilumpi tappio “kesäkuun paniikissa”, takaisinostot onneksi alhaalta ja salkku tyhjäksi Golarista kun taas noustiin kymppiin. Oli jo tippaa silmäkulmassa kun kymppi jäi kauas taakse, kukas tätä koijausta olisi osannut odottaa. Eihän tämä miellyttävä tapa hakea volaa ole, mutta toisaalta, ostosormea kyllä kutkuttava niin maan penteleesti :thinking:

E: Ei kyllä näy Korona missään tämän viimeaikaisen firesalen rinnalla

Lupaava nousu tällä hetkellä, kun kurssi +15%. Tässä on vaan tämän lapun kanssa huomannut turhautuvansa, kun alun nousut saattavat sormia napauttamalla vaihtua pakkaslukemiin. Toki mahdollistaisi pelailun; myy korkealla ja ostaa ennen pörssin sulkeutumista takaisin.

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https://www.golarlng.com/investors/press-releases/pr-story.aspx?ResultPageURL=https://www.globenewswire.com/HexMLItem/Content/FullText/Attachments/All/Identifier/2102301/language/en

Aikoinaan rankan kurssilaskun aiheuttanut Force Majeure loppumassa ja projektin aikataulua päivitetty. Uutinen lienee nousun takana.

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Liputus tuli myös avaukseen:

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Golar noussut yllättävän hyvin pohjista

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Eilen oli tosiaan hyvä päivä Golarille ja enää ei näytä rumalta punaiselta tämä hankinta salkussa.

Edellispäivänä tuli ilmoitus, että Hygo saanut aikaiseksi MOUn GdPn kanssa. Vaikka uutta IPOa päivää ei ole vielä tiedossa, saattoi tämä näkyä myös Golarin kurssissa.

Golar LNG Limited, today announced that an affiliate of Hygo Energy Transition Limited (“Hygo”) executed a Memorandum of Understanding (“MOU”) with Companhia de Gás do Pará (“GdP”). The MOU is a result of Hygo’s continued efforts to reduce energy costs significantly and support environmentally-responsible and sustainable industrial growth in the immense Amazon region, and especially in the State of Pará.

GdP is the regulated Local Distribution Company (“LDC”) that has the exclusive rights to distribute natural gas in the state of Pará, Brazil. The MOU establishes that Hygo and GdP will explore the local market potential and that Hygo will supply natural gas and LNG to GdP once the negotiations are finalized, and the contracts are executed. Hygo will utilize the Barcarena Terminal, the only one permitted in this isolated region, to supply the volumes. The Barcarena Terminal construction is expected to start shortly with operations to commence in the first half of 2022.

Fabio Amorim, Commercial Director of GdP said: “The MOU is an important step towards introducing natural gas to the Para state. The Barcarena LNG terminal will transform the fuel supply in the region, and our clients will have an affordable solution to reduce their environmental footprint. The large industries established in the region and the environment will be the most benefited from this initiative”.

Tor Olav Trøim, Chairman of Golar LNG commented: “Our commitment is to deliver cleaner and cheaper fuel to our clients. GdP can count on Hygo’s full support in order to introduce natural gas and LNG in this great region in the first half of 2022. The expected LNG demand for this terminal piles up day after day”.

Hygo estimates the potential for replacing approximately 1.8 million tons of LNG equivalents per annum of LPG, diesel, fuel oil, and coal from the terminal. The LNG demand for power generation is also significant. Hygo has secured 25-year PPAs for a 605MW power station in the region, which adds 0.6 mtpa of LNG demand to the Barcarena Terminal, starting in January 2025. This power station will be configured with the ability to run with a blend of up to 50% of Hydrogen. Hygo also expects to utilize the Barcarena LNG terminal to provide an LNG supply solution to the new regional power auction.

FORWARD LOOKING STATEMENTS

This press release contains forward-looking statements (as defined in Section 21E of the Securities Exchange Act of 1934, as amended) which reflects management’s current expectations, estimates and projections about its operations. All statements, other than statements of historical facts, that address activities and events that will, should, could or may occur in the future are forward-looking statements. Words such as “may,” “could,” “should,” “would,” “expect,” “plan,” “anticipate,” “intend,” “forecast,” “believe,” “estimate,” “predict,” “propose,” “potential,” “continue,” or the negative of these terms and similar expressions are intended to identify such forward-looking statements.

These statements are not guarantees of future performance and are subject to certain risks, uncertainties and other factors, some of which are beyond our control and are difficult to predict. Therefore, actual outcomes and results may differ materially from what is expressed or forecasted in such forward-looking statements. You should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Unless legally required, Golar LNG Limited and Hygo Energy Transition Limited undertake no obligation to update publicly any forward-looking statements whether as a result of new information, future events or otherwise.

As a result, you are cautioned not to rely on any forward-looking statements. Actual results may differ materially from those expressed or implied by such forward-looking statements. Golar LNG Limited and Hygo Energy Transition Limited undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise unless required by law

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Hetkinen, siellä hyökkää jo merirosvotkin Golarin kimppuun?

https://www.golarlng.com/site-services/methane-princess-pirate-attack

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Tämähän on jo pari viikkoa vanha uutinen?

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Ei ollut tässä ketjussa. :wink: Kerrotko vielä mikä on liian myöhäistä laittaa uutinen tänne? Tunti? Päivä? Viikko?

Tuo sinun linkkiä edeltävä “Breaking news!” -tyylinen pohjustus antaa olettaa että kyseessä olisi hieman tuoreempi tapaus.

Golar and Black & Veatch Announce Collaboration in Floating Ammonia Production, Carbon Capture, Green LNG and other emerging technologies

Golar LNG Limited (“Golar” or “the Company”) announces today that it has agreed with Black & Veatch Corporation (“B&V”) to expand on their long-standing FLNG relationship and enter into a collaboration agreement in the field of floating ammonia production, carbon capture, green LNG and hydrogen. Golar brings to the relationship its deep experience of delivering and operating paradigm shifting low cost floating LNG infrastructure that works, and B&V, as a leading provider of LNG technology also bring a deep expertise in green technologies. Within 2020, Golar and B&V intend to jointly publish a thought leadership paper on our first area of interest for collaboration, floating ammonia production with carbon capture and storage (“Floating Blue Ammonia”). In subsequent months, Golar and B&V intend to continue to jointly publish our thoughts as we focus in on the technical and commercial viability of the most prospective floating applications of the green and blue technologies and areas of interest that we intend to investigate together.

Any project development and implementation that follows the initial research and investigation stages above will be subject to a separate commercial agreement between the two companies.

Golar CEO Iain Ross commented “replacement of coal, fuel oil and diesel with cleaner burning LNG represents one of the easiest and most cost-effective near-term steps to decarbonize the worlds energy mix. Golar and Hygo Energy Transition are extremely well positioned to drive this with their low-cost quick delivery infrastructure solutions and emerging use of BIO LNG. The next step is to plan for a net zero carbon energy mix. As a company with an established history of championing and delivering disruptive solutions to problems in its industry, and a serious and continuous commitment to its ESG agenda, Golar looks forward to working with a likeminded and equally capable partner, in the field of floating ammonia and hydrogen production, carbon capture, and other decarbonisation initiatives.”

“This collaboration builds on years of delivering commercial and technology innovation with Golar, a visionary in monetizing natural gas reserves,” said Hoe Wai Cheong president of Black & Veatch’s oil and gas business. “Given hydrogen and ammonia’s use in many energy-intensive industries we can make meaningful progress in lowering the carbon footprint and help these industries meet new sustainability commitments.”

Golar vetybisnekseen, olisi pitänyt arvata

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Mielenkiintoista. Nappasin palan lisää. Kurssi vähän montista toipunut. Positiokin kivasti plussalla. Mahtaakohan se ipo homma vielä tulla ajankohtaiseksi.

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Kertokaapas viisaammat mitä tämä tarkoittaa? Ymmärrän kyllä että osakeanti on kyseessä, mutta tuleeko tässä nykyiselle osakkeenomistajalle jotain merkintäoikeuksia tms? Eli tarviiko / kannattaako reagoida jotenkin?

Ei tule, suunnattu anti joka meni hyvin kaupaksi.

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Oolrait, kiitti tiedosta.

Singular Bankin seniori analyytikko Gabriel Castro tankannut lisää Golaria myös. Castro yks vahvimmista Golar bulleista ja harvoja instikoita, jotka tuntuvat ymmärtävän Golarin todellisen potentiaalin.

Osui silmään twitterin puolelta myös hieman teknistä näkökulmaa

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Updated Golar Analysis and 3Q20 results comments

https://moram.eu/golar-nasdaqglng/ and https://moram.eu/golar-lng-3q20-results/

I hope it is useful to understand the company

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Shillä lailla:

“Golar LNG Limited and Stonepeak Infrastructure Partners to Sell 100% of Hygo Energy Transition Ltd. to New Fortress Energy”

image

Edit: Mitäs muut omistajat aiotte tehdä? HODL vai myyntiin?

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Itselle Golar on eksynyt viime kesänä salkkuun ~8$ hinnoilla ja rehellisesti unohtunut sinne. Edellinen suurempi uutinen taisi olla syyskuun Hygon TJ:n skandaali.

Osaako joku paremmin yhtiötä seuraava kertoa tulevaisuuden näkymistä?

Itse en ainakaan heti olelaitaan tunkemassa lappua tuollaiseen 25% nousuun. GLNG saa NFE-osakkeita+rahaa nykyisen marketcappinsa verran

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