Cheniere is the best positioned LNG company in the US. They sell their capacity on a take or pay basis which means a customer has to pay regardless. Read Cheniere's 10K.
Because LNG is going to produce and sell LNG doesn't automatically mean they will make a positive ROR doing.But it will be shipped at a profit to the Shipper.
A rule of thumb is to cut your losses and sell a stock when its down 8% because this will prevent you from wracking up an even larger loss if the stock continues to fall. If you like the stock you can always buy it back after 30 days. Short term trading is usually disastrous over the long term. GLOG is a good stock to buy and hold for a few years. Why? Cheniere Energy's (LNG) will begin exporting LNG from late 2015 to early 2016 and tankers will be needed to transport their product. If you are investing in GLOG it makes a lot of sense to pay attention to Cheniere (symbol: LNG).
DLNG is getting CLOSE to a buy point. I sold my GLOG a few days ago. Not at the top but I did okay. :O)
Will jump back in to GLOG sometime.
Sitting here with more money in my pocket. Jumped out a few days ago but will get back in when I like the charts.
moving profits into NAT already have a large pos but looking for them to announce an increase of 75% to div on Mon. Also buying some TGP been down as of late but nice div payable on Mon
I would have to give a slight edge to DLNG. The key stats and the Div. look better. DLNG IS above the 25 day SMA but the rest of the technicals don't scream buy to me right now. None of the techs look good to me on GLOG (at the moment). Analysts sentiment is about the same on both stocks. Zacks rates both a hold. Earnings estimates on both have gone down but more so on GLOG. If you are interested in this Industry, you might take a look at DHT. Div. is much lower than DLNG but when DHT breaks above the 25 day SMA the charts will look better to me than DLNG and estimates have been going up. Keep in mind I am an investing novice of sorts.
It better do much better than $397 mil. for this year or it will fall far short of the $454 mil. est.
•GasLog, with robust fundamentals, has been moving sideways and presents a good accumulation opportunity with a 2-3 year investment horizon.
•GasLog is likely to grow at a strong pace over the next 2-3 years considering the company's revenue visibility from existing charter contracts.
•GasLog has a debt of $1.9 billion, but a strong interest coverage and strong operating cash flows will continue over the next 2-3 years.
GasLog (NYSE:GLOG), which owns operates, and manages vessels in the liquefied natural gas market, has been on my analysis radar for long and the stock has delivered strong returns between 2013 and mid-2014. With decline in oil price accelerating in the second half of 2014, GasLog has also declined even when the company's fundamentals have remained robust during this period.
The decline in the stock triggered by negative sentiments that are prevalent in the oil and gas industry has created a good buying opportunity. I had written a bullish article on GasLog on December 26, 2014. Since that time, the stock has been moving sideways and I believe that this sideways move is a good time to accumulate the stock with an investment horizon of 2-3 years.
The investment horizon of 2-3 years will discount the delivery of several new vessels in the company's fleet and I believe that an upside in revenue and EBITDA will translate into strong stock upside. This article discusses the company's 4Q14 results with a focus on what is likely to come in 2015-17 based on the company's outlook.
The first point of focus is the revenue outlook for 2015. The revenue outlook explains to a large extent why the stocks fundamentals remain strong and the sideways movement is largely due to negative sentiments in the oil and gas industry. For the year ended December 2014, GLOG reported revenue of $329 million and based on the current contracts, the company already has a revenue visibility of $397 million for 2015. This would imply a strong revenue growth of 21% etc.
I never pulled the trigger. I already had quite a few shares so I decided to wait until the next trading day AFTER earnings before buying. Would have bought today if it was going up but ,so far, no dice. Could be going down because they decided to buy more tankers. If it goes back up tomorrow I will be a buyer.
Sounds like a plan! But I think we need to see another acquisition, or additional long term leases signed, before it climbs above 21 - IMHO. But it will rise above 24 or so simply by the passage of time as we get closer to the future. In other words, as time passes, future revenues get closer and are more valuable. TMV does that. Also, the discount rate applied to GLOG should be pretty low as GLOG is a low-risk company (with guaranteed revenues).