Golar LNG Initiates Strategic Alternatives Evaluation Process
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy GLNG?
Source: seekingalpha
- Strategic Evaluation Launch: Golar LNG has announced the initiation of a formal strategic evaluation process aimed at accelerating its FLNG growth pipeline and maximizing shareholder value, reflecting the company's successful transition into a high-growth, pure-play floating liquefied natural gas entity.
- Financial Advisor Appointment: The company has appointed Goldman Sachs as its financial advisor to assist in evaluating various strategic options, including a potential sale, which is expected to enhance shareholder returns significantly.
- Comprehensive Platform Review: This evaluation will include a thorough assessment of the company's platform, encompassing its FLNG technology, contract backlog, and growth pipeline, ensuring that Golar remains competitive in the future market landscape.
- Exploration of Diverse Alternatives: The review will explore multiple alternatives, including the sale of the company, mergers, asset divestitures, or further optimization of corporate structure, aimed at enhancing market adaptability and financial flexibility.
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Analyst Views on GLNG
Wall Street analysts forecast GLNG stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 54.510
Low
55.00
Averages
55.00
High
55.00
Current: 54.510
Low
55.00
Averages
55.00
High
55.00
About GLNG
Golar LNG Limited designs, owns and operates marine infrastructure for the liquefaction of natural gas and the regasification, storage and offloading of liquefied natural gas (LNG). Its fleet consists of two floating liquefaction natural gas vessels (FLNGs). The Company’s segments include FLNG, Corporate and Other, and Shipping. The FLNG segment covers operations of FLNG vessels and projects. It converts LNG carriers into FLNG vessels or builds new ones and contracts them to customers. This segment includes vessels such as FLNG Hilli, FLNG Gimi, and MKII FLNG. The Shipping segment focuses on the operations of transportation of LNG carriers. The Corporate and Other segment includes administrative tasks and ship operation and maintenance services. It also provides FLNG commercial, operational and technical support, crew management services and supervision, corporate secretarial, accounting, and treasury services. It operates in Bermuda, the United Kingdom, Norway, Cameroon, and Croatia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
GOLAR LNG LTD - STRATEGIC REVIEW COULD INVOLVE SALE, MERGER, ASSET DISPOSAL, OR CORPORATE RESTRUCTURING
Strategic Review: Golar LNG Ltd is conducting a strategic review that may involve various corporate actions.
Potential Actions: The review could lead to a sale, merger, asset divestiture, or corporate optimization.
See More
Golar LNG Initiates Strategic Alternatives Evaluation Process
- Strategic Evaluation Launch: Golar LNG has announced the initiation of a formal strategic evaluation process aimed at accelerating its FLNG growth pipeline and maximizing shareholder value, reflecting the company's successful transition into a high-growth, pure-play floating liquefied natural gas entity.
- Financial Advisor Appointment: The company has appointed Goldman Sachs as its financial advisor to assist in evaluating various strategic options, including a potential sale, which is expected to enhance shareholder returns significantly.
- Comprehensive Platform Review: This evaluation will include a thorough assessment of the company's platform, encompassing its FLNG technology, contract backlog, and growth pipeline, ensuring that Golar remains competitive in the future market landscape.
- Exploration of Diverse Alternatives: The review will explore multiple alternatives, including the sale of the company, mergers, asset divestitures, or further optimization of corporate structure, aimed at enhancing market adaptability and financial flexibility.
See More
Golar LNG Initiates Strategic Review to Enhance Shareholder Value
- Strategic Review Initiated: Golar LNG's Board of Directors has formally initiated a strategic review process aimed at accelerating its Floating Liquefied Natural Gas (FLNG) growth pipeline and maximizing shareholder value, reflecting the company's successful transition into a high-growth, pure-play FLNG entity.
- Advisor Appointment: The company has appointed Goldman Sachs International as its financial advisor to support this strategic review, which will encompass an evaluation of its industry-leading FLNG technology, long-term contract backlog, and growth pipeline.
- Diverse Potential Alternatives: The review will explore various potential alternatives, including a sale of the company, mergers or other business combinations, asset divestitures, or further optimization of the corporate structure, with the goal of unlocking shareholder value and facilitating a faster rollout of the FLNG growth pipeline.
- No Set Timetable: The company notes that there is no set timetable for the conclusion of this strategic review, and there can be no assurance that the process will result in any specific transaction or other strategic outcome, indicating that actual results may differ significantly from expectations.
See More
GOLAR LNG LTD - BEGINS STRATEGIC ASSESSMENT TO EXPLORE OPTIONS
Company Overview: Golar LNG Limited is initiating a strategic review to assess various alternatives for its business operations.
Purpose of Review: The review aims to evaluate potential options that could enhance the company's value and operational efficiency.
See More
GOLAR LNG LIMITED INITIATES STRATEGIC REVIEW TO ENHANCE STAKEHOLDER VALUE AND ENGAGES GOLDMAN SACHS AS FINANCIAL ADVISOR
Strategic Review Announcement: Golar LNG Limited has announced a strategic review aimed at maximizing stakeholder value.
Appointment of Financial Advisor: The company has appointed Goldman Sachs as its financial advisor to assist in this strategic review process.
See More
Goldman Sachs Predicts LNG Market Disruption Through 2027
- Market Disruption: Goldman Sachs anticipates that the liquefied natural gas (LNG) market will remain disrupted through 2027 due to the U.S.-Iran war, with Qatar's LNG export capacity reduced by 17% from Iranian attacks, impacting about 3% of global LNG supply.
- Earnings Upgrade: Goldman raised Venture Global's EBITDA estimates for 2026 through 2028 by 62% on average, maintaining a buy rating with a price target of $18.50, indicating a 17% upside from Monday's close, reflecting the company's strong leverage to rising global gas prices.
- Investment Potential: Cheniere Energy is also favored by Goldman, receiving a buy rating and a price target of $312, suggesting nearly a 9% gain from Monday's close, as its capital allocation strategy positions it well for significant stock buybacks in Q3 and Q4 of 2025.
- Risk Factors: Despite the upward revisions in earnings estimates across the LNG sector, Goldman cautions that significant commodity price volatility and uncertainty in energy markets pose risks to the growth outlook for Venture Global, Cheniere Energy, and Golar LNG.
See More
GOLAR LNG LTD - STRATEGIC REVIEW COULD INVOLVE SALE, MERGER, ASSET DISPOSAL, OR CORPORATE RESTRUCTURING
Strategic Review: Golar LNG Ltd is conducting a strategic review that may involve various corporate actions.
Potential Actions: The review could lead to a sale, merger, asset divestiture, or corporate optimization.
See More
Golar LNG Initiates Strategic Alternatives Evaluation Process
- Strategic Evaluation Launch: Golar LNG has announced the initiation of a formal strategic evaluation process aimed at accelerating its FLNG growth pipeline and maximizing shareholder value, reflecting the company's successful transition into a high-growth, pure-play floating liquefied natural gas entity.
- Financial Advisor Appointment: The company has appointed Goldman Sachs as its financial advisor to assist in evaluating various strategic options, including a potential sale, which is expected to enhance shareholder returns significantly.
- Comprehensive Platform Review: This evaluation will include a thorough assessment of the company's platform, encompassing its FLNG technology, contract backlog, and growth pipeline, ensuring that Golar remains competitive in the future market landscape.
- Exploration of Diverse Alternatives: The review will explore multiple alternatives, including the sale of the company, mergers, asset divestitures, or further optimization of corporate structure, aimed at enhancing market adaptability and financial flexibility.
See More
Golar LNG Initiates Strategic Review to Enhance Shareholder Value
- Strategic Review Initiated: Golar LNG's Board of Directors has formally initiated a strategic review process aimed at accelerating its Floating Liquefied Natural Gas (FLNG) growth pipeline and maximizing shareholder value, reflecting the company's successful transition into a high-growth, pure-play FLNG entity.
- Advisor Appointment: The company has appointed Goldman Sachs International as its financial advisor to support this strategic review, which will encompass an evaluation of its industry-leading FLNG technology, long-term contract backlog, and growth pipeline.
- Diverse Potential Alternatives: The review will explore various potential alternatives, including a sale of the company, mergers or other business combinations, asset divestitures, or further optimization of the corporate structure, with the goal of unlocking shareholder value and facilitating a faster rollout of the FLNG growth pipeline.
- No Set Timetable: The company notes that there is no set timetable for the conclusion of this strategic review, and there can be no assurance that the process will result in any specific transaction or other strategic outcome, indicating that actual results may differ significantly from expectations.
See More
GOLAR LNG LTD - BEGINS STRATEGIC ASSESSMENT TO EXPLORE OPTIONS
Company Overview: Golar LNG Limited is initiating a strategic review to assess various alternatives for its business operations.
Purpose of Review: The review aims to evaluate potential options that could enhance the company's value and operational efficiency.
See More
GOLAR LNG LIMITED INITIATES STRATEGIC REVIEW TO ENHANCE STAKEHOLDER VALUE AND ENGAGES GOLDMAN SACHS AS FINANCIAL ADVISOR
Strategic Review Announcement: Golar LNG Limited has announced a strategic review aimed at maximizing stakeholder value.
Appointment of Financial Advisor: The company has appointed Goldman Sachs as its financial advisor to assist in this strategic review process.
See More
Goldman Sachs Predicts LNG Market Disruption Through 2027
- Market Disruption: Goldman Sachs anticipates that the liquefied natural gas (LNG) market will remain disrupted through 2027 due to the U.S.-Iran war, with Qatar's LNG export capacity reduced by 17% from Iranian attacks, impacting about 3% of global LNG supply.
- Earnings Upgrade: Goldman raised Venture Global's EBITDA estimates for 2026 through 2028 by 62% on average, maintaining a buy rating with a price target of $18.50, indicating a 17% upside from Monday's close, reflecting the company's strong leverage to rising global gas prices.
- Investment Potential: Cheniere Energy is also favored by Goldman, receiving a buy rating and a price target of $312, suggesting nearly a 9% gain from Monday's close, as its capital allocation strategy positions it well for significant stock buybacks in Q3 and Q4 of 2025.
- Risk Factors: Despite the upward revisions in earnings estimates across the LNG sector, Goldman cautions that significant commodity price volatility and uncertainty in energy markets pose risks to the growth outlook for Venture Global, Cheniere Energy, and Golar LNG.
See More
