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ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

10% yield and ~1x P/NAV

Minor revisions, LNG trade growth in line with ABGSCe. Slightly below cons on '24e and '25e EBITDA. HOLD, TP of USD 30 (25)

05/23/24 May 23, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

Q1 results and Q2 guidance both as expected

EBITDA of USD 70m (ABGSC at 70m, cons. of 71m). Q2'24 guidance in-line with expectations. Share to trade flat vs. peers.

05/23/24 May 23, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

Market down, yield up

Tight again from '26e. Slightly below cons for '24e and '25e EBITDA. HOLD, TP of USD 25 (30).

02/26/24 February 26, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

Weaker market, but same dividends

Q1'24 down, long-term reiterated. ABGSCe in line with guidance. HOLD, TP of USD 30 (unchanged).

02/07/24 February 7, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

Expects a weaker market

EBITDA of USD 76m (-3% vs. ABGSC at 79m, -2% vs. cons. of 78m). Q1'24 guidance slightly below expectations. Share down 1-2% in a flat market.

02/07/24 February 7, 2024 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

Same as before

Minor adjustments to our estimates. ABGSCe in-line with guidance and cons. estimates. HOLD, TP USD 30 unchanged.

11/08/23 November 8, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

Slight beat and special dividends

EBITDA of USD 75m (+2% vs. ABGSC at 73m, +1% vs. cons. of 74m). No changes to consensus' estimates. Share up 2-4% in a flat market

11/08/23 November 8, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

NAV increasing due to falling TC rates

Minor adjustments to our estimates. ABGSCe in line with cons. HOLD, TP USD 30 unch.

11/06/23 November 6, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

Steady, as it should be

Minor adjustments to estimates. ABGSCe in line with cons. HOLD, TP USD 30 (30).

08/16/23 August 16, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

Much as expected, no news

Adj. EBITDA of USD 66m (-3% vs. ABGSC at 68m, -4% vs. cons. of 69m). No changes to consensus' estimates. Stock to trade flat vs. peers.

08/16/23 August 16, 2023 1 EN
ABGSC Shipping & Transport Research ... (+3)
  • ABGSC Shipping & Transport Research
  • Oliver Dunvold
  • Petter Haugen
PREMIUM
FLNG-US FLEX LNG

Minor adjustments ahead of Q2

Wide spread in brokers' forward market quotes. ABGSCe in line with cons.. HOLD, TP USD 30 (30).

07/12/23 July 12, 2023 1 EN
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