Gaslog Ltd.: Value Situation Turns Into Merger Arbitrage Opportunity
LNG trade is seeing a structural tailwind from demand in developing Asia. Our valuation models, based on conservative...
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Teekay LNG Partners: The Cash Flow Era Begins
TGP has just completed one of the largest LNG Carrier newbuild programs on record, without diluting equity and even...
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Eric Robken SeekingAlpha Interview
We discussed why MLP ETFs are not the best way to gain exposure to the growth of LNG, how natural gas/LNG can be key...
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Hoegh LNG Partners: Loading Up For Acquisitions Amid Gas Surge
Summary Despite recent weak price action, HMLP has seen stable distributable cash flow (DCF) generation from its high...
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Gaslog Ltd: Fleet Buildout Expands Profitability
Gaslog Ltd (NYSE: GLOG) is one of the premier publicly-traded LNG shipping firms in the world. Its current fleet of...
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Growth in Global LNG Boosts Carriers
Due to the ever-increasing demand for energy and the desire for lower carbon emissions, the growth in global trade of...
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