SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (57978)9/13/2016 7:26:10 PM
From: staring  Read Replies (1) of 78958
 
Thanks for your perspective on GMLP. I am currently with 15% gains in GMLP, but I think the stock has more potential. The demand for LNG is growing and I believe that the Energy market will be more volatile in the future. Therefore, I believe that the market will value flexibility. And I believe GMLP solutions provide such flexibility both to importers and upstream players. Nonetheless, with its current level of debt, the company may be vulnerable to worsening economic conditions. I think it would be more recommendable a capital structure more close to that of CMRE. Preferred stock is a nice financing alternative for highly cyclical companies, in my view. With regard to the other companies you mention, TOO and TGP, they are historically less profitable. Therefore, at the moment I feel safer at GMLP...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News