1. Golar LNG has transitioned into a pure-play FLNG operator, leveraging a 'Liquefaction-as-a-Service' model with a strong contract backlog; 2. Recent long-term contracts, fleet expansion, and technological adaptability position the company for significant EBITDA growth, though execution and client concentration risks persist; 3. The company is actively de-risking operations and is viewed as a deep-value investment due to its FCF yield and potential as an M&A target.
Recent #EBITDA Growth news in the semiconductor industry
1. Enterprise Products Partners is experiencing significant EBITDA and distributable cash flow growth, supported by a robust distribution coverage ratio. 2. The company is expanding its presence in the Delaware basin and has announced a $950M acquisition that will enhance its NGL segment. 3. Despite regulatory risks, EPD offers a well-supported 7% yield and is moderately valued, making it an attractive investment for income investors.