In a client briefing Michael Webber said the operator’s Nasdaq-quoted stock is attractive at current levels but expressed concerns about an “increasingly ambiguous risk profile at a time when “increasing stability is needed”.
“Even compared to the other marine GPs, GLNG has fared particularly poorly amid the turmoil within the energy space, which we believe has had just as much to do with GLNG’s ambiguous, poorly defined risk profile as it’s had to do with market leverage or anything else,” he explained.
“While
