GLNG
🚢 Consider Golar LNG (GLNG) as part of the 10% speculative allocation.
🇦🇷 The company is positioned to benefit from Argentina’s growing gas exports.
🤝 IPF indicates a need for GLNG’s floating liquefaction facilities to export gas.
📈 Potential for significant growth if Argentina’s gas export plans materialize.
@Academiadeinversion:
“I think they are hitting it a lot right now, and you have IPF saying that they need the ships, the ships to continue, to continue, this, being able to sell all the gas from Vaca Muerta, export it to Asia or other markets. Uh, they have a, they have a pre-agreement already with India, enormous, and they have, and they have agreements with, with Europe, with Germany, with Italy, with France. Well, they have been creating quite a few, quite a few agreements. And as, of course, in the idea of IPF, I return, I return to link you with you, Paco, uh, in Argentina, what we are seeing is that for the first time in 32 years, the government’s deficit companies begin to be, uh, begin to be cash flow positive. For the first time, Aerolíneas Argentinas has been cash flow positive. And this, why is this? Just because, look for it, this, why is this? Well, because Milei has told everyone to please, please put your companies to, to give, to give money so that when I sell them, I can earn money. So you have the president of IPF, who I recommend, with his 4×4 idea, which is that they want to empty Vaca Muerta in 10 years and, and multiply the value of, of Vaca Muerta, of IPF by four in 4 years. To do this, they obviously need to extract all the gas and extract a lot of money from the gas. To extract a lot of money from the gas, they will need liquefaction plants to be able to export it. As they are not going to be able, no, no, it takes a long time to create a liquefaction plant, what they are doing is resorting to, well, to factory ships like Golar’s. And, and, and the, and the president of IPF is taking for, for granted that Golar is going to have three, four ships. Right now, they have one contracted, and they are making, and Golar is making another one that will possibly be Vaca Muerta. And I am sure that later they will make two more, well, almost sure, or it is very good, let’s, I am not going to say that I am sure because I am not because it is not signed. But I have the suspicion that there will be two more. So, it seems to me a very interesting way to position yourself right now, that they are hitting it so much for the future. Because if you do the cash flows with, with fixed contracts and all this, this becomes, this becomes, well, a super easy helmet to control and, and very interesting.”
Watch the exact part of the video where Mr. Timbits talks about Golar LNG here:
View the video on YouTube.
Read more articles featuring the most recent analysis of Golar LNG (GLNG) at this link: GLNG stock.
