Letters by company

Exmar NV

1 letter discussing EXMRF. Everything written about it on this site is on its ticker page.

LVS Advisory Q3 2025 (October 2025) Golar LNG is presented as a core energy-infrastructure investment, supported by rising electricity demand and a global need for LNG. LVS argues that Golar’s floating LNG model offers lower-cost, redeployable capacity, while contracted assets and Argentine protections support its valuation case despite commodity and geopolitical risks. first three quarters of 2025 GLNG $4.7BLNG $64B