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Long/short equity, deep value, event-driven, macro

Gaslog: Stellar Growth Can Trigger Stock Upside

Analysts estimates suggests that GasLog Ltd. (NYSE:GLOG) revenue will grow by 113.8% in the current fiscal and by 57.9% in FY14. The EPS growth for FY13 and FY14 is expected to be 757% and 83% respectively. With the expected stellar growth in the top-line and bottom-line, GasLog should trend higher over the next few quarters. This article investigates the business fundamentals, the probability of achieving the expected growth and the key stock price upside triggers for GasLog.

The Company

GasLog is the owner, operator and manager of liquefied natural gas carriers providing support to international energy companies such as British Gas and Shell (NYSE:RDS.A). As of May 2013, GasLog had 12 wholly-owned LNG carriers (including eight...

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