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Strategies & Market Trends : Value Investing
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E_K_S
To: E_K_S who wrote (77433)4/16/2025 7:51:24 AM
From: Mattyice1 Recommendation  Read Replies (1) of 78476
 
I know this space very well, Delphin project has a lot of challenges (as does FLNG) and head winds in front of it but could 'possibly' get done. The only company that i would even consider in this space would be Excellerate. Well run shipping company that holds a good % of the world's FSRUs, well managed, makes money - has very solid long term contracts in the EU and South America, always a takeover target when gets sub $20 BUT currently kind of expensive.
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