Golar LNG: Base Is Largely Priced - Take a Tactical Long with Defined Risk
Golar LNG is trading near 52-week highs after locking multi-decade charters and building an ~ $13.7B EBITDA backlog. The market has largely priced the base — the known contracts and backlog - but has not fully rewarded optional upside from additional project wins, cost discipline, or successful redeployment. This trade idea takes a measured long wi…