Does Beck Capital’s GLNG Trim Reveal More About Its Risk Posture Than Golar LNG’s Cash Flow Visibility?

Simply Wall St.2025-12-23

Austin-based Beck Capital Management disclosed that it cut its stake in Golar LNG during the third quarter, selling 117,966 shares, even as the company highlighted long-term FLNG contracts and ...

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The move reflects portfolio risk management within a tech-heavy fund, while Golar LNG’s roughly US$17 billion adjusted EBITDA backlog suggests management confidence in long-term cash flow visibility. Next, we’ll explore how Beck Capital’s portfolio rebalancing against Golar’s sizeable FLNG EBITDA backlog shapes the company’s investment narrative. AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.Golar LNG Investment Narrative RecapTo own Golar LNG, you need to believe that floating LNG will remain a viable way to monetize gas resources and that its long-term FLNG contracts will translate into sustained cash flows. Beck Capital’s decision to trim its stake does not appear to materially alter the key near term catalyst, which is the execution and cash generation from Golar’s contracted FLNG backlog, nor the main risk around future FLNG demand and contract visibility. The most relevant announcement here is Golar’s new US$150 million share buyback, which sits alongside its ongoing dividend. That capital return program, backed by roughly US$17 billion in adjusted EBITDA backlog from 20 year FLNG charters, underpins the current investment story while also amplifying the impact if FLNG market conditions or contract economics were to weaken. Yet beneath the long term contracts, investors still need to watch the execution risk around expanding FLNG capacity and securing future charters... Read the full narrative on Golar LNG (it's free!)Golar LNG's narrative projects $434.8 million revenue and $205.2 million earnings by 2028.Uncover how Golar LNG's forecasts yield a $51.10 fair value, a 37% upside to its current price.Exploring Other PerspectivesGLNG 1-Year Stock Price Chart Five members of the Simply Wall St Community value Golar LNG between US$3.72 and US$60.87, highlighting sharply different expectations for the stock. Set this against Golar’s concentration in a few long term FLNG contracts, and it becomes clear why thinking through different scenarios for contract security and future demand can be important for your own view.Explore 5 other fair value estimates on Golar LNG - why the stock might be worth as much as 63% more than the current price!Build Your Own Golar LNG NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Golar LNG research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.Our free Golar LNG research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Golar LNG's overall financial health at a glance.Want Some Alternatives?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Uncover the next big thing with financially sound penny stocks that balance risk and reward.Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.We've found 10 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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