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FLNG FLEX LNG LTD.

Flex LNG Ltd: 1 director

A director at Flex LNG Ltd bought 5,000 shares at 28.500USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...

12/07/23 December 7, 2023 1 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

FLNG FLEX LNG LTD.

Flex LNG - Q1’21 First Take

USD 0.10 dividend hike 88% of 2021 days covered We expect a positive share price response

05/21/21 May 21, 2021 5 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

DHT DHT Holdings I...
BELCO BELSHIPS ASA ... (+14)

Sector Fast Comment - Shipping Decarbonised: Carbon pricing is coming

Propulsion uncertainty remains as world sets bold carbon goals The IMO needs to up its game Carbon price the cargo, not the shipowner

DHT DHT HOLDINGS INC.
BELCO BELSHIPS ASA
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
FRO FRONTLINE LTD.
G2O GOLAR LNG LIMITED
SN6 STOLT-NIELSEN LTD.
HLNG HOEGH LNG AS
BWLPG BW LPG LTD.
GOGLO GOLDEN OCEAN GROUP LTD
AVACF AVANCE GAS HOLDINGS LTD
FLNG FLEX LNG LTD.
HUNT HUNTER GROUP ASA
OET OKEANIS ECO TANKERS
KCC KLAVENESS COMBINATION CARRIERS

04/22/21 April 22, 2021 2 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

FLNG FLEX LNG LTD.

Flex LNG - As cool as a cucumber

Contracting ~13 vessel years at ~USD 70kpd Winter market tightening TP up to NOK 110 (91)

04/15/21 April 15, 2021 8 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

DHT DHT Holdings I...
BELCO BELSHIPS ASA ... (+14)

Sector Fast Comment - Ageing like wine – Vintage Vs topping the menu

DHT sells three 2004-built VLCCs for USD ~28.5m per vessel Older vessels attractive due to lower obsolescence risk Dual-fuel popularity to increase as regulatory pressure mounts

04/14/21 April 14, 2021 2 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

DHT DHT Holdings I...
BELCO BELSHIPS ASA ... (+14)

Sector Fast Comment - EU moves towards pricing import emissions

EU Parliament supports carbon border adjustment Shipping emissions to come under increased scrutiny High carbon costs to support uptake of carbon-neutral fuels

03/11/21 March 11, 2021 2 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

FLNG FLEX LNG LTD.

Flex LNG - A potential summer wind

Summer likely to be stronger than 2020 European restocking a potential trigger Trading at ~13% yield on 2021e; BUY, TP NOK 91

02/18/21 February 18, 2021 10 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

FLNG FLEX LNG LTD.

Flex LNG - Q4’20 first take

Q4’20 EBITDA of USD 50m in line with expectations Higher DPS of USD 0.30, another hike likely in Q1’21 We expect positive share price response

02/17/21 February 17, 2021 5 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

DHT DHT Holdings I...
BELCO BELSHIPS ASA ... (+14)

Powerpoint Sector Report - Shipping playbook - January 2021

SELL Frontline (TP NOK 40) BUY Flex LNG (TP NOK 91) and Stolt Nilsen (TP NOK 130) HOLD Wallenius Wilhelmsen (TP NOK 20)

01/11/21 January 11, 2021 74 EN

Aksel Øverland Engebakken ... (+4)

Aksel Øverland Engebakken
Bengt Jonassen
Casper Blom
Lukas Daul

NHY NORSK HYDRO ASA
MAERSK B A.P. Moller - M... ... (+4)

Talking Points - AP Møller Maersk: Stronger for longer

EBITDA up 14% for 2021e, and 1% for 2022e Target price up to DKK 15,500 (14,100) – BUY

NHY NORSK HYDRO ASA
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
FLNG FLEX LNG LTD.
INFRO INFRONT

12/14/20 December 14, 2020 5 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

FLNG FLEX LNG LTD.

Flex LNG - JKM at USD 11/MMBtu, highest since 2018

MEGI spot rates at ~USD 148kpd Gas price spreads could lift LNGC rates in 2021 TP up to NOK 91 (77)

12/13/20 December 13, 2020 12 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

FLNG FLEX LNG LTD.

Flex LNG - Buybacks initiated

Initiates buyback programme of up to 7.6% of shares ~37% upside to maximum purchase price An unusual tool that should support the share

11/20/20 November 20, 2020 5 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

DHT DHT Holdings I...
BELCO BELSHIPS ASA ... (+14)

Sector Fast Comment - Shipping Decarbonised: Green Rush begins

Decarbonising shipping: From insurgency to insurrection Shipping’s Green Rush around the corner LNG players moving to Hydrogen, Ammonia, and CCUS

DHT DHT HOLDINGS INC.
BELCO BELSHIPS ASA
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
FRO FRONTLINE LTD.
G2O GOLAR LNG LIMITED
SN6 STOLT-NIELSEN LTD.
HLNG HOEGH LNG AS
BWLPG BW LPG LTD.
GOGLO GOLDEN OCEAN GROUP LTD
AVACF AVANCE GAS HOLDINGS LTD
FLNG FLEX LNG LTD.
HUNT HUNTER GROUP ASA
KCC KLAVENESS COMBINATION CARRIERS
OET OKEANIS ECO TANKERS

11/19/20 November 19, 2020 2 EN

Aksel Øverland Engebakken ... (+4)

Aksel Øverland Engebakken
Haakon Amundsen
Johan Brown
Lukas Daul

DOM Dometic Group A...
FLNG FLEX LNG LTD. ... (+4)

Talking Points - Volue: The green enabler

Structural market growth and company transformation Initiating coverage with BUY – TP NOK 48

DOM DOMETIC GROUP AB
FLNG FLEX LNG LTD.
VOLUE VOLUE
HOCME HOUSE OF CONTROL GROUP AS

11/18/20 November 18, 2020 5 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

FLNG FLEX LNG LTD.

Flex LNG - Dividends back, buybacks looming

Reinstates the dividend, but buybacks could be next 2021e DPS of USD 0.93 = ~13% dividend yield LNG trade fundamentals improving

11/17/20 November 17, 2020 12 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

FLNG FLEX LNG LTD.

Flex LNG - It’s Beginning To Look A Lot Like Dividends

Dividends reinstated - USD 0.10 per share Q3’20 and Q4’20 bookings in line Increased confidence to support the share today

11/17/20 November 17, 2020 5 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

FLNG FLEX LNG LTD.

Flex LNG - MEGI spot rates above USD 100kpd

Spot rates up ~50% in last month Improving round-trip economics Our winter case stands

10/22/20 October 22, 2020 5 EN

John Olaisen ... (+2)

John Olaisen
Lukas Daul

SSO SCATEC ASA
G2O Golar LNG Limit... ... (+4)

Talking Points -

Likely lowering of guidance is widely expected Share to be lifted by production - TP to NOK 250 (145)

SSO SCATEC ASA
G2O GOLAR LNG LIMITED
HLNG HOEGH LNG AS
FLNG FLEX LNG LTD.

09/22/20 September 22, 2020 5 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

G2O Golar LNG Limit...
HLNG HOEGH LNG AS ... (+3)

Sector Report - Natural gas and LNG: The bridge to the future

Modern spot LNGC exposure Good access to debt financing, fully funded Initiating with BUY recommendation and TP of NOK 77

G2O GOLAR LNG LIMITED
HLNG HOEGH LNG AS
FLNG FLEX LNG LTD.

09/22/20 September 22, 2020 204 EN

Dennis Anghelopoulos ... (+2)

Dennis Anghelopoulos
Lukas Daul

FLNG FLEX LNG LTD.

Flex LNG - Flexing its winter muscles

Modern spot LNGC exposure Good access to debt financing, fully funded Initiating with BUY recommendation and TP of NOK 77

09/22/20 September 22, 2020 16 EN

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