Golar LNG: 20-Year Optionality, Skewed Risk/Reward

Group 1 - The article discusses a prior analysis of Golar LNG (GLNG) conducted at the beginning of 2025, focusing on a DCF valuation based on the contracted backlog of its FLNG business [1] - The analysis emphasizes an independent banking research approach that targets financials, deep value, special situations, and financial arbitrage [1] - The research methodology is described as agnostic and apolitical, aimed at identifying durable and uncorrelated cash flows that perform well in both inflationary and deflationary environments [1] Group 2 - The article indicates that the analyst holds a beneficial long position in GLNG shares through various financial instruments [2] - It clarifies that the article reflects the author's own opinions and is not influenced by any compensation from companies mentioned [2] - The disclosure notes that there is no business relationship with any company whose stock is discussed in the article [2]