Golar LNG Partners LP – GMLP – 1Q20 EPU Beats; Distribution Slashed, May 2020 & May 2021 Bonds Extended – BUY – Jefferies Maritime Research Golar LNG Ltd - GLNG Golar LNG Partners LP – GMLP – 1Q20 EPU Beats; Distribution Slashed, May 2020 & May 2021 Bonds Extended – BUY – Jefferies Maritime Research Karen TsoMay 29, 2020
Golar LNG Limited & Golar LNG Partners LP – GLNG & GMLP – GLNG: Pivot to Power Provides Promise; GMLP: Pivot to Refinancing…Not So Much – OUTPERFORM & IN LINE respectively Golar LNG Ltd - GLNGGolar LNG Partners LP - GMLP Golar LNG Limited & Golar LNG Partners LP – GLNG & GMLP – GLNG: Pivot to Power Provides Promise; GMLP: Pivot to Refinancing…Not So Much – OUTPERFORM & IN LINE respectively Karen TsoMay 28, 2020
Golar LNG Limited & Teekay LNG Partners – GLNG & TGP – GLNG & TGP 1Q reviews – GLNG Q1 EBITDA better than consensus – TGP Q1 EBITDA in line with consensus – Deutsche Bank Research Golar LNG Ltd - GLNGTeekay LNG Partners - TGP Golar LNG Limited & Teekay LNG Partners – GLNG & TGP – GLNG & TGP 1Q reviews – GLNG Q1 EBITDA better than consensus – TGP Q1 EBITDA in line with consensus – Deutsche Bank Research Karen TsoMay 28, 2020
Awilco LNG –ALNG – Successfully refinanced debt, but cash break-even is still high. With a challenging market ahead, maintaining liquidity will be key – Upgrade to HOLD – Cleaves Research Awilco LNG – ALNG Awilco LNG –ALNG – Successfully refinanced debt, but cash break-even is still high. With a challenging market ahead, maintaining liquidity will be key – Upgrade to HOLD – Cleaves Research Karen TsoMay 28, 2020
Navigator Holdings Ltd. – NVGS – First Look: Navigator 1Q20 Results – BUY – Stifel Navigator Gas - NVGS Navigator Holdings Ltd. – NVGS – First Look: Navigator 1Q20 Results – BUY – Stifel Karen TsoMay 28, 2020
Golar LNG Partners LP – GMLP – Catalysts Abound at GMLP – we do believe the worst should be behind GMLP – BUY – Stifel Golar LNG Partners LP - GMLP Golar LNG Partners LP – GMLP – Catalysts Abound at GMLP – we do believe the worst should be behind GMLP – BUY – Stifel Karen TsoMay 28, 2020
Golar LNG Limited – GLNG – Progress Is Being Made at Golar With More Work to Do – Golar announced adjusted earnings that beat our estimates and the consensus – BUY – Stifel Golar LNG Ltd - GLNG Golar LNG Limited – GLNG – Progress Is Being Made at Golar With More Work to Do – Golar announced adjusted earnings that beat our estimates and the consensus – BUY – Stifel Karen TsoMay 28, 2020
Hoegh LNG Partners LP – HMLP – FSRUs Continue to Deliver Consistent EBITDA Despite Near-Term COVID-19 Related Concerns – Maintain BUY – B Riley FBR Hoegh LNG Partners - HMLP Hoegh LNG Partners LP – HMLP – FSRUs Continue to Deliver Consistent EBITDA Despite Near-Term COVID-19 Related Concerns – Maintain BUY – B Riley FBR Karen TsoMay 28, 2020
Golar LNG Limited – GLNG – Sergipe Startup Provides Platform For Cash Ramp Up at Golar Power – BUY – BTIG Golar LNG Ltd - GLNG Golar LNG Limited – GLNG – Sergipe Startup Provides Platform For Cash Ramp Up at Golar Power – BUY – BTIG Karen TsoMay 28, 2020
Golar LNG Limited – GLNG – Golar’s Got the Power; 1Q20 Beats on LNG Rates; Good News and Bad News on FLNG – BUY – Jefferies Maritime Research Golar LNG Ltd - GLNG Golar LNG Limited – GLNG – Golar’s Got the Power; 1Q20 Beats on LNG Rates; Good News and Bad News on FLNG – BUY – Jefferies Maritime Research Karen TsoMay 28, 2020