GLNG - Golar LNG: Ready To Grow
Introduction
Late last year I made what I felt was a very compelling case for Golar LNG, (GLNG) to ride the tide of increasing LNG exports, and a shipyard bottle-neck in the supply of new tankers for the next couple of years, to a higher stock price. Golar through its FLNG technology is a technology player as well as a simple bulk haulage provider, and I felt there would some value added there as well. The exact opposite to the first two legs of my thesis has occurred as the vagaries that