文章核心观点 - 新福能源(NFE)在3年前以19亿美元收购了戈拉LNG合伙公司(Golar LNG Partners),这可能拯救了这家负债累累的合伙公司免于破产申请[1] - 收购后不久,合伙公司决定将其8.75%优先股从纳斯达克退市,现在在场外交易市场交易,大多数投资者无法参与交易[1] - 近年来,Golar LNG合伙公司已经变卖了几乎所有资产,并将收益分配给资金需求旺盛的母公司新福能源[1] 公司财务状况总结 - 2024年第一季度,合伙公司支付了1.57亿美元的现金分红,其中新福能源获得1.463亿美元[2] - 截至2024年3月31日,合伙公司仅有150万美元现金,总资产为590万美元,总负债为1050万美元[3] - 尽管资金短缺,合伙公司仍能按时支付优先股季度分红,这得益于新福能源提供的"不可撤销的支持函"[4] 新福能源财务状况 - 新福能源最近一直在努力为2025年和2026年的债务到期进行再融资,但前景不太明朗[4] - 新福能源2026年到期的15亿美元债券价格已从中90%下跌至低80%[4] - 新福能源虽然获得了高达8.75亿美元的再融资承诺,但仍未能解决2026年到期的15亿美元债务问题[4] 优先股投资风险 - 优先股分红完全依赖于资金紧张的母公司新福能源的支持,存在较大不确定性[4][6] - 如果新福能源债务重组,可能会导致优先股分红被无限期取消,股价大幅下跌[4][6] - 即使新福能源重拾财务实力,也不确定其是否会永远支持优先股分红[4][6]

Golar LNG’s (GLNG) financial stability is challenged by inflationary pressure pushing up the operating expenses. Elevated vessel operating expenses are further putting a strain on the company’s bottom line, making it an unattractive choice for investors’ portfolios.Let’s delve deeper.Southward Earnings Estimate Revision: The Zacks Consensus Estimate for current-quarter earnings has been revised 34.6% downward in the past 90 days. For the current year, the consensus mark for earnings has moved 31.3% south in ...

As the global shift toward cleaner energy sources accelerates, the demand for liquefied natural gas (LNG) is projected to rise significantly, with the United States emerging as a key exporter. In response to this growing demand, energy companies are making substantial investments in liquefaction facilities. Leading players such as Cheniere Energy Inc (LNG) , Sempra (SRE) and Kinder Morgan Inc (KMI) are at the forefront of this expansion, driving innovation and increasing capacity to capitalize on the burgeo ...

Golar LNG Limited (“Golar”) has mandated DNB Markets and Pareto Securities as Global Coordinators and Joint Bookrunners, and Clarksons Securities and Fearnley Securities as Joint Bookrunners, to arrange a series of fixed income investor meetings commencing Monday 2 September 2024. A new USD denominated 5-year senior unsecured fixed rate bond issue may follow, subject to inter alia market conditions. The net proceeds from the contemplated bond issue are to be applied for capital expenditure and/or refinancin ...

Fokusiert/iStock via Getty Images Introduction Although the main entity Hoegh LNG Partners was delisted upon the acquisition, the preferred shares are still trading but on an over the counter basis with (OTC:HMLPF) as ticker symbol. It goes without saying the lack of access to a Tier-1 listing hurts the share price of the preferred shares. That being said, ever since the delisting, Hoegh LNG Partners continued to pay the preferred dividends while it also still publishes detailed financial statements on ...

ExxonMobil Corporation (XOM) and QatarEnergy have requested a three-year extension from U.S. regulators to complete the construction of the $10-billion Golden Pass liquefied natural gas (LNG) export project on the Texas coast. The extension appeal, submitted to the Federal Energy Regulatory Commission (“FERC”), is intended to accommodate scheduling uncertainties and a change in primary contractors, per a Reuters report. The project, originally slated for completion by November 2026, is now set to be accompl ...

Key Highlights: 2nd Quarter operating netbacks of $5.08/Mcf natural gas and $51.58/bbl condensate ($29.74/boe).Conditionally awarded two Productive Participation Contracts to develop and produce hydrocarbons in Venezuela.Creation of new Oilfield Services Division to capitalize on LNG Energy Group’s unique vertical integration.Repayment of $11.8 million in senior secured bank indebtedness to date. TORONTO, Aug. 29, 2024 (GLOBE NEWSWIRE) -- LNG Energy Group Corp. (TSXV: LNGE) (TSXV: LNGE.WT) (OTCQB: LNGNF) (F ...

TORONTO, Aug. 22, 2024 (GLOBE NEWSWIRE) -- LNG Energy Group Corp. (TSXV: LNGE) (TSXV: LNGE.WT) (OTCQB: LNGNF) (FWB: E26) (the “Company” or “LNG Energy Group”) is excited to announce the creation of its new Oilfield Services Division at its wholly owned subsidiary, Lewis Energy Colombia, Inc. (“LEC”). Distinct from most other E&P companies, LEC owns and operates three rigs – two drilling and one workover – capable of executing a wide range of well services, including new exploration and development wells. “L ...

BP plc (BP) , the UK supermajor, and Bermuda-based Golar LNG have successfully settled a payment dispute related to the Floating Liquefied Natural Gas (“FLNG”) unit, Gimi, which is set to operate at the Greater Tortue Ahmeyim (“GTA”) gas project off the coasts of Mauritania and Senegal. The agreement involves a commercial reset that simplifies contractual cash flows and resolves previous disagreements concerning payment mechanisms for pre-commercial operations.New Payment Structure and Milestone-Based Bonus ...

Golar LNG Limited (the “Company”) advises that the 2024 Annual General Meeting of the Company was held on August 13, 2024 at 10:00 ADT at 2nd Floor, The S.E. Pearman Building, 9 Par-la-Ville Road, Hamilton HM 11, Bermuda.  The audited consolidated financial statements for the Company for the year ended December 31, 2023, were presented at the Meeting. The following resolutions were passed: 1)   To set the maximum number of Directors to be not more than Seven.2)   To resolve that vacancies in the number of D ...