Dynagas LNG Partners LP

Dynagas LNG Partners (DLNG) released its Q2 on July 27. DLNG reported net income of $0.4 million and adjusted net income of $4.5 million.

According to Reuters, ten analysts have given recommendations on Golar LNG Partners (GMLP). The consensus rating on the stock is a “buy.”

According to Reuters, the consensus rating for GasLog (GLOG) is 2.08, which means a “buy” on a scale of one (strong buy) to five (strong sell).

Dominion Midstream Energy Partners (DM), a midstream subsidiary of Dominion Energy (D), was the weakest MLP in the first half of 2018, falling 55%.

This series ranks the top five LNG carrier stocks on a YTD basis. Höegh LNG Partners led the pack with a YTD return of ~-2.4% on June 26.

Golar LNG (GLNG) stock has fallen more than 9% since the start of the year. The stock fell sharply after its first-quarter results.

In the first quarter, Golar LNG Partners reported net income attributable to unitholders of $14.8 million and operating income of $26.1 million.

In May, Dynagas LNG Partners (DLNG) reported its first-quarter results.

Nine analysts have given recommendations on Teekay LNG Partners. Of these analysts, 33% are bullish on the stock.

A total of 13 analysts have given recommendations on GasLog, and 62% are bullish on the stock.

Golar LNG Partners (GMLP) released its first-quarter earnings today, reporting net income attributable to unitholders of $14.8 million.

In this part, we’ll see what analysts expect for GasLog Partners’ EBITDA (earnings before interest, tax, depreciation, and amortization) for 1Q18 and 2018.

According to Reuters, 11 analysts have given recommendations on Golar LNG Partners (GMLP). The consensus rating on the stock is 2.09, which means a “buy.”

The consensus 12-month target price for Golar LNG (GLNG) is $36.14, which implies a potential return of 26.3% compared to its price of $28.6 on April 17, 2018.

According to Reuters, the consensus rating for GasLog (GLOG) is 2, which means a “buy” on a scale of one (strong buy) to five (strong sell).

Hoegh LNG Partners (HMLP) is the fifth-ranked stock on a year-to-date basis. It had a year-to-date return of ~-15.0% on March 26, 2018.

Teekay LNG Partners (TGP) is the fourth-best-performing stock on a year-to-date basis. It had a YTD return of -9.4% on March 26, 2018.

On March 26, 2018, Golar LNG stock was down ~7.4% year-to-date.

On a year-to-date basis, GasLog Partners (GLOP) was the top-performing stock among the LNG carrier companies.

REITs and utilities, which are considered income-generating investments, are trading at ~4.1% and ~3.9%, respectively.

In February 2018, Dynagas LNG Partners (DLNG) reported its fourth-quarter results.

Whereas Golar LNG’s (GLNG) stock price had fallen 6.0% YTD (year-to-date) as of March 21, 2018, it has outperformed some other LNG (liquefied natural gas) (UNG) carrier companies.

According to Reuters, analysts’ consensus rating for Höegh LNG Partners (HMLP) on a scale of 1 (“strong buy”) to 5 (“strong sell”) is 1.4, which suggests “strong buy.”

As of March 20, 2018, analysts’ consensus rating for GasLog Partners (GLOP) on a scale of 1 (“strong buy”) to 5 (“strong sell”) was 1.8, which suggests “buy.”

Analysts expect GasLog Partners’ EBITDA to be positive for the first time in the last ten quarters. The EBITDA estimates for 4Q17 are $13.02 million.

Wall Street analysts expect revenues of $75.39 million for GasLog Partners (GLOP) in 4Q17—compared to $73.4 million in the previous quarter.

The consensus 12-month target price for Dynagas LNG Partners (DLNG) is $14.75. The target price implies a potential upside of 27.3%.

According to Reuters, 11 analysts gave recommendations for Golar LNG Partners (GMLP). The consensus rating on the stock is 2.09, which means a “buy.”

According to Reuters, 12 analysts gave recommendations for GasLog Partners (GLOP). The consensus rating on the stock is 1.83, which means a “buy.”

The consensus 12-month target price for Teekay LNG Partners is $19.78—a potential downside of 6.0% from the market price of $21.05 on January 19, 2018.

On January 12, 2018, Cowen and Company raised the target price for Golar LNG (GLNG) to $44 from $41. The consensus 12-month target price is $34.13.

For GasLog, 14 analysts gave recommendations and 78% of the analysts are bullish. Four analysts rated it as a “strong buy” and seven rated it as a “buy.”

Since the beginning of 2018, LNG carrier stocks have given mixed returns. GasLog Partners, Golar LNG, and GasLog traded in the red.

In October 2017, Hoegh LNG Partners raised proceeds of $11.4 million from the issuance of Series A cumulative preferred units.

Teekay LNG Partners (TGP) was the best-performing stock in 2017 among the LNG carrier companies. TGP reported a year-to-date return of 36.6% on December 20, 2017.

Recently, Golar LNG had a very good run. The stock price rose more than 20% in the last three months.

Dynagas LNG Partners reported an operating income of $15.9 million and EPS (earnings per share) of $0.06 in 3Q17.

Ten analysts gave recommendations on Teekay LNG Partners (TGP). Of the analysts, 40% are bullish on the stock.

On October 26, 2017, the average bunker fuel price was $376 per ton compared to $375 per ton on October 19, 2017.

Gaslog (GLOG) is an operator and manager of LNG carriers. It supports international companies in the LNG logistics chain.

All nine analysts that cover Hoegh LNG Partners (HMLP) are bullish on the stock.

Consensus recommendations Ten analysts give recommendations for Golar LNG Partners (GMLP). The consensus rating for the stock is 2.4, which means “buy.” Let’s look at some consensus ratings for other LNG (liquefied natural gas) companies: Golar LNG (GLNG): 1.7, which means “buy” Teekay LNG Partners (TGP): 2.5, which means “buy” Höegh LNG Partners (HMLP): 1.6, […]

GasLog Partners and GasLog have entered into an agreement in which GasLog Partners will acquire 100% of GasLog Seattle for an aggregate price of $189 million.

Wall Street analysts estimate that Golar LNG’s (GLNG) 2Q16 revenues will drop, but they are expecting an improvement on the cost side, with higher EBITDA.

GasLog (GLOG) has eight newbuilds in the pipeline. Of these, four will be delivered in 2016, and four will be added to the company’s fleet in 2017 and 2018.

GasLog’s (GLOG) fully owned fleet consists of 19 LNG carriers. Eleven ships are in operation, and eight are on order. Four LNG carriers operate under its technical management for third parties.

GasLog’s revenue in fiscal 4Q15 was very similar to fiscal 3Q15 revenue. In 4Q15, the company posted revenue of $107.5 million compared to $105.7 million in the previous quarter.

For 4Q15, Teekay LNG Partners (TGP) generated DCF (distributable cash flow) of $61.5 million, which was in line with the DCF generated in the previous quarter.

Teekay LNG Partners (TGP) has a total fleet of 87 vessels, out of which 27 vessels are newbuilds under construction. The active fleet of 60 vessels consists of 29 LNG carriers, 21 LPG carriers, and eight conventional tankers.

To get expertise in shale gas exploration, China has invested more than 20% of the total investments in US shale gas exploration.

Politics can also play a major role in shaping natural gas trade and LNG (liquefied natural gas) shipments, which in turn affect Golar LNG Ltd. (GLNG) and other stocks.

Whether more proposals will get approval and more liquefaction capacity will come online will depend on the economic feasibility of the liquefaction plants.

Global energy demand will continue to increase, driven by population growth and improved standards of living. At the same time, emphasis on sustainability becomes more critical.