US$500 Million Debt Offering Could Be a Game Changer for Golar LNG (GLNG)

• Golar LNG Limited recently completed the pricing of a US$500 million private offering of unsecured senior notes due 2030, bearing interest at 7.500% per year, with settlement expected on October 2, 2025, subject to customary closing conditions.
• This financing highlights Golar LNG’s ability to access debt markets to support its long-term plans as the only public pure-play floating LNG production provider.
• We will consider how the company’s successful US$500 million debt raise may impact its investment narrative and growth outlook.

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Golar LNG Investment Narrative Recap

To be a Golar LNG shareholder, you need to believe in the long-term growth of floating LNG production and the company's ability to capitalize on strong, contracted cash flows amid changing energy markets. The recent US$500 million debt raise may not materially change the near-term catalyst, securing additional long-term charters, but does reinforce financial flexibility, while the primary risk remains contract execution and overcapacity from industry expansion.

Among recent announcements, the August 2025 20-year charter agreement for a Golar FLNG unit stands out, adding US$400 million in projected annual revenue and boosting backlog, an important point as investors weigh the significance of fresh financing against contract security as the real driver of Golar’s outlook.

By contrast, one risk investors should keep in mind is the potential impact of overcapacity on future revenues and margins…

Read the full narrative on Golar LNG (it's free!)

Golar LNG's narrative projects $434.8 million revenue and $205.2 million earnings by 2028. This requires 17.4% yearly revenue growth and a $211.7 million earnings increase from the current -$6.5 million.

Uncover how Golar LNG's forecasts yield a $51.10 fair value, a 30% upside to its current price.

Exploring Other Perspectives

Five community members estimate Golar LNG’s fair value between US$3.72 and US$60.87, offering a wide spread of US$57.15. While many see strong cash flow visibility from new long-term contracts, your own view on future charter demand could significantly influence whether these estimates make sense to you.

Explore 5 other fair value estimates on Golar LNG - why the stock might be worth as much as 55% more than the current price!

Build Your Own Golar LNG Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Golar LNG research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Golar LNG research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Golar LNG's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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