Golar LNG (GLNG)

Osakkeet
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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?

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

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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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Ei tule, suunnattu anti joka meni hyvin kaupaksi.

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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”

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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?

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

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Jep, tällä hetkellä kurssi arvottaa kaiken liiketoiminnan nollan arvoiseksi.

Shipping pois niin saadaan arvo näkyviin, voisin melkein lisäillä jos valuu vielä.

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Aika kesy reaktio uutisiin, vahvassa pidossa laput. Katsotaan kuukauden päästä asiaa uudestaan.

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Toiselta foorumilta bongattuja tietoja:

Analysoidaan, että jokainen uusi toteutuva flng-projekti lisää arvoa 7-10$ per osake.

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Tiukassa holdissa pysyy vielä laput. Olen samaa mieltä, että laivat pitäisi saada myytyä edes jollain hintaa pois niin ehkä silloin markkina tajuaisi Golarin todellisen arvon. Ehkä jonkinlainen re-brändäys vielä siihen päälle niin voisin toimia.

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January 13, 2021 – Golar LNG Limited (Nasdaq: GLNG) (“GLNG”) today announced that it and Stonepeak Infrastructure Fund II Cayman (G) Ltd., a fund managed by Stonepeak Infrastructure Partners (“Stonepeak”) have entered into a definitive agreement and plan of merger to sell 100% of Hygo Energy Transition Ltd. (“Hygo”) to New Fortress Energy Inc. (Nasdaq: NFE) (“NFE”).

Hygo, a gas to power and downstream LNG distribution company, is owned 50% by each of GLNG and by funds and other entities managed by Stonepeak.

Under the terms of the merger agreement, NFE will acquire all of the outstanding shares of Hygo for 31.4 million shares of NFE Class A common stock and $580 million in cash. The transaction values Hygo at an enterprise value of $3.1 billion and an equity value of $2.18 billion. Pursuant to the transaction, GLNG will receive 18.6 million shares of NFE Class A common stock and $50 million in cash, and Stonepeak will receive 12.7 million shares of NFE Class A common stock and $530 million in cash, which includes a cash settlement of its preferred equity tranche of $180 million. As part of the transaction, GLNG and Stonepeak have entered into customary lock-up provisions in relation to the stock consideration they will receive. Completion of the transaction is subject to the receipt of certain approvals and third-party consents and the satisfaction of other customary closing conditions, and is expected to occur in the first half of 2021.

In addition, NFE has today also announced that it will acquire 100% of the common units and general partner units of Golar LNG Partners LP (Nasdaq: GMLP) (“GMLP”) at a price of $3.55 per unit. GLNG holds 30.8% of the issued and outstanding common units in GMLP. In connection with the acquisition, GMLP’s incentive distribution rights will be cancelled. GMLP’s 8.75% Series A Cumulative Redeemable Preferred Units will remain outstanding. The transaction is valued at a $1.9 billion enterprise value and $251 million equity value.

Golar saa ~1.05mrd usd edestä NFE:n osakkeita + 50milj cash. Sit myy vielä tankkerinsa (Golar Partners) mistä saa ~85milj. Koko market cap nyt Golarilla 1.38mrd. Eli jää taalan verran arvoa tälle FLNG-projektien liiketoiminnalle ja muulle. Muutama kuvankaappaus mitä keräsin.

Stocktwits:

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Tankkerit:

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Ostaja NFE:
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Golarin itsensä nousut hyytyi:
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→ Ehkä tässä nyt mietin että ostaako NFE tässä omilla “kuplahintaisilla osakkeilla” ?

edit. tuli vielä analyysiäkin perään:

  • Golar LNG’s (GLNG +3.7%) sale of both the Hygo Energy joint venture and Golar LNG Partners (GMLP +22.6%) to New Fortress Energy (NFE -3.6%) eliminates nearly all of Golar’s financing issues, Stifel analysts say.
  • The firm’s estimate of Hygo’s valuation dropped to $750M after the delayed IPO, but New Fortress is paying Golar LNG $1B ($950M in stock and $50M in cash) for GLNG’s 50% stake in Hygo as well as assuming debt; with a $1B valuation (or $9.19/share), the solidifies a better than expected valuation, Stifel says.
  • As a result of the deal, Stifel raises its sum-of-the-parts estimate $25/share with ~$9/share of that realized.
  • And while Golar LNG is selling the downstream part of the business, the company does have its FLNG technology and the currently booming shipping assets, Stifel notes.
  • “While the uncertainty around the shipping assets should likely have the shares trading at a discount to that SOTP estimate, we believe there is still room to run from where the shares are today, especially as most near-term financing issues have been solved with this transaction,” Stifel says.
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Ilmeisen hyvä osari, ainakin ennusteet lyötiin ja hyvät näkymät Q1 2021

“Supported by increased financial flexibility following the proposed NFE transactions and a continuing disparity between the share price and the underlying value of the business, the Board has approved a share buyback program of up to $50 million of the Company’s common stock. After expiry of the 90 day lock-up period for the NFE Class A shares to be received upon consummation of the merger agreement for the proposed sale of Hygo, the Board will revert with a plan for how the value of this investment can best be transferred to Golar shareholders, either directly and or indirectly.”

Omien osto ja ehkä NFE osakkeiden jako omistajille?

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Nfe:n osari ulkona ja kevyt 25% nousu, josta Golar isona omistajana pääsi myös nauttimaan 10% nousulla. Seuraavat kuukaudet näyttävät mitä käy noille Golarin omistamille lapuille.

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