Seeking Alpha

Alpha Bet

 
View Alpha Bet's Comments BY TICKER:
  • An Oversold High Dividend Stock With Major Earnings And Dividend Growth Ahead [View article]
    Additional analysis on Golar:
    http://seekingalpha.co...
    Sep 26, 2013. 11:21 AM | Likes Like |Link to Comment
  • An Oversold High Dividend Stock With Major Earnings And Dividend Growth Ahead [View article]
    Hoegh is one of three (I mention this market size) operators in the FSRU market which is promising, and they’re also working on FLNG operations.
    HLNG’s financials look okay but their fleet is about half the size of GLNG’s, and the number of vessels that they plan to bring onboard relative to GLNG (and others) is relatively low (I actually have a graph on this in my article). Since Hoegh doesn’t trade on US exchanges, it also makes it a little tough for some investors who do not have international access.
    HLNG has a some great investor presentations on their website.
    Jun 23, 2013. 07:41 PM | Likes Like |Link to Comment
  • An Oversold High Dividend Stock With Major Earnings And Dividend Growth Ahead [View article]
    I have an article pending editorial review that will give a more detailed look into why GLNG is an alpha-rich idea at today's prices in general and compared to competitors like TGP.
    Yes liquefaction capacity vs. shipping capacity has been a concern of LNG shippers and analysts, but GLNG has suffered more than the industry for other reasons, which has ultimately driven its price lower. I highlight these short term revenue inhibitors which have sunk GLNG to industry low (value) levels and explain how they will be eliminated by year end, propelling GLNG's earnings back to previous levels. The article will also delve into the growth of the LNG and LNG shipping markets, and how Golar is better positioned to capture this growth relative to its competitors. FSRU’s and FLNG are just a couple of good examples of this.
    Look for the article in a day or two, I think it will offer some great insight as well as answer some outstanding questions you may have.
    Jun 23, 2013. 12:19 PM | 2 Likes Like |Link to Comment
More on GLNG by Alpha Bet
COMMENTS STATS
50 Comments
36 Likes