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ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

As expected, only minor changes

Minor changes, new TC as expected. ABGSC '24e EBITDA in line with consensus. TP of NOK 156 (151) – BUY.

CLCO-NO COOL COMPANY LTD
05/22/24 May 22, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

No surprises

EBITDA of USD 63m (ABGSCe at USD 65m, cons at USD 63m). No material news, Q2 mid-range guidance slightly below ABGSCe. Share to trade in-line with peers.

CLCO-NO COOL COMPANY LTD
05/22/24 May 22, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Minor revisions

Minor changes to estimates, waiting for chartering news. ABGSC '24e EBITDA in line with consensus. TP of NOK 151 (157) – BUY.

CLCO-NO COOL COMPANY LTD
02/28/24 February 28, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Slight beat, but no charter news for newbuilds

EBITDA USD 74m, 4% above ABGSCe and guidance. No news on newbuild employment. Share to trade in-line with peers.

CLCO-NO COOL COMPANY LTD
02/28/24 February 28, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Too cheap

Tight again from '26e. Still waiting for chartering news - a potential share price catalyst. TP of NOK 157 (183) – BUY.

CLCO-NO COOL COMPANY LTD
02/26/24 February 26, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Still waiting for fixing of newbuilds

Minor estimate adjustments - still waiting for chartering news. ABGSCe Q4 EBITDA +7% vs. cons. TP of NOK 183 (182) – BUY.

CLCO-NO COOL COMPANY LTD
11/28/23 November 28, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Q3 as expected, no news on newbuild employment

EBITDA USD 67m, in-line with ABGSCe and cons. No news on newbuild employment. Share to trade in-line with peers.

CLCO-NO COOL COMPANY LTD
11/28/23 November 28, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Minor adjustments, waiting for news

Minor adjustments going forward. ABGSCe Q3 EBITDA in line with consensus. TP of NOK 182 (163) – BUY.

CLCO-NO COOL COMPANY LTD
08/31/23 August 31, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Q2 slightly below, no news on long-term employment

Adj. EBITDA USD 64m (-5% vs. ABGSC, -4% vs. cons.). "Multiple potential charterers seeking work for the Newbuilds". Share to trade down 0-1% relative to peers.

CLCO-NO COOL COMPANY LTD
08/31/23 August 31, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Soon to enter fixing season

Wide spread in brokers' TC quotes. '24e and '25e EBITDA up 6% and 24%. TP of NOK 163 (166) — BUY.

CLCO-NO COOL COMPANY LTD
07/11/23 July 11, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Exercising options, fixing later

CoolCo exercises the purchase option for two NB LNG carriers. Q3 is fixing season. Significant upside from yield valuation.

CLCO-NO COOL COMPANY LTD
06/29/23 June 29, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Multiple positive catalysts lining up

Term market holding up remarkably well. Spot rates bottoming out, floating storage on the rise. TP of NOK 166 (133) - upgrade to BUY (Hold).

CLCO-NO COOL COMPANY LTD
05/24/23 May 24, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Q1 slightly weaker than expected

Adj. EBITDA USD 68m (-6% vs. ABGSC, -5% vs. cons.). The recent 3Y TC fixture, likely not yet reflected in cons est. Share to trade down 1-2%.

CLCO-NO COOL COMPANY LTD
05/23/23 May 23, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
GLNG-US GOLAR LNG
FLNG-NO FLEX LNG ... (+3)

LNG: More downside risk than upside potential

While the LNG trade is expected to continue to grow, fleet growth will be higher, lowering fleet utilisation into 2024e and asset prices should decline; we keep our muted view.

GLNG-US GOLAR LNG
FLNG-NO FLEX LNG
CLCO-NO COOL COMPANY LTD
03/27/23 March 27, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
CLCO-NO Cool Company Lt...

Value support is not enough

There is more downside than upside in the LNG market. '23e EBITDA of USD 277m, -2% vs. cons. TP of NOK 133 (134) - HOLD.

CLCO-NO COOL COMPANY LTD
03/27/23 March 27, 2023 1 EN
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