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@gabcasla Avatar @gabcasla Gabriel Castro, CFA

Gabriel Castro, CFA posts on X about $glng, over the, $3918hk, investment the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Followers: XXXXXX #

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Social Influence #

Social category influence finance XXX% countries XXXX% stocks XXXX% travel destinations XXXX%

Social topic influence $glng #5, over the 5.88%, $3918hk #3, investment 3.92%, argentina #2482, flights 1.96%, debt 1.96%, cash flow 1.96%, $bur 1.96%, $kos XXXX%

Top accounts mentioned or mentioned by @novembergain @jlhaggerty1 @smalikjo @locoswallstreet @fishtowncap @casinocapital @darub96 @alwaysbuycheapp @finantuko @globalstockpick @valuesci @souzaj99 @makervalue @locodldividendo @marek58198355 @agbarlor @ajncunha @mysubclub3 @resglostocks @etc_facts

Top assets mentioned Golar LNG Ltd (GLNG) Burford Capital Limited (BUR) Kosmos Energy Ltd. (KOS) Goldman Sachs (GS)

Top Social Posts #

Top posts by engagements in the last XX hours

"$GLNG Theres nothing significantly new regarding Golars earnings but the strategy remains confirmed. The first step is to order long lead items. Next acquire an LNG vessel for conversion (unless MK3 is selected) and proceed with FID on the fourth FLNG. Finally secure a 20-year charter agreement which could add about $XX per share. Golar emphasizes that it is targeting two FLNG projects not just one. The FLNG business story is just beginning"
X Link @gabcasla 2025-08-14T11:47Z 20.9K followers, 25.3K engagements

"NagaCorp reported its best results since Covid with accelerating growth compared to the first half which was also its best performance since before the pandemic. In terms of EBITDA the company has achieved double-digit quarter-over-quarter growth indicating that Cambodia's market is recovering. Flights and foreign investment saw significant growth benefiting NagaCorp. I would like to highlight that Chinese President Xi Jinping's visit to Cambodia in April marked a key turning point representing a clear 'before and after.' NagaCorp reported 200m EBITDA (including tax) in the 1H XX but based on"
X Link @gabcasla 2025-10-01T13:31Z 20.9K followers, 7859 engagements

"I've met with $GLNG management four times over the past month. This time I joined a small group of debt investors since I also manage a debt fund and will be placing an order for the new bond. Every time I hear this story I realize my 2028 valuation is quite conservative. I expect Golar's NAV to reach $XX by late 2028 once all projects are operational and generating cash flow. Its fair to say that I am pretty cautious excluding any growth using a high cost of capital and being conservative with LNG price assumptions. Notably Venture Global and Cheniere are valued at significantly higher"
X Link @gabcasla 2025-09-24T15:08Z 20.9K followers, 54.8K engagements

"@jlhaggerty1 Yeah its Burford Capital against Argentina. Im $BUR shareholder too. BUR doesnt want to own XX% of YPF and Argentina wont allow it but Milei is somewhat forced by the Argentina law to avoid negotiations until they lose the appeal. I dont expect big news until mid 2026"
X Link @gabcasla 2025-09-09T14:00Z 20.9K followers, XXX engagements

"$KOS was downgraded today from Buy to Neutral just before the operational turnaround. Goldman Sachs gives up and significantly reduces production estimates to 76/77 MBOE/d in 2026/2027. At the same time they are increasing their cost estimates following the disappointing performance of Tortue over the past few quarters. Production is significantly lowered due to the Jubilee estimates cut. OFC I have a very different view on their two main topics: Jubilee and GTA. Regarding Jubilee I am highly confident that all the new production wells will succeed. As a reminder they plan to drill five wells"
X Link @gabcasla 2025-09-22T16:16Z 20.9K followers, 12K engagements

"Nagacorp posted its best results since the pandemic with a staggering XX% profit growth. The mass market saw significant growth and has now surpassed pre-pandemic levels. The company's financials are strong with a healthy balance sheet ($175M in net cash) impressive margins (80.7% gross margin XXXX% EBITDA margin and XXXX% net profit margin) and a promising outlook. As a result the company announced a cash interim dividend of HK$0.0783 per share which implies a payout ratio of XX% down from the pre-pandemic range of 50-70% and marks its first cash dividend since 2020. Nagacorp continues to be"
X Link @gabcasla 2025-08-25T14:42Z 20.9K followers, 12.9K engagements

"A very well-written investment thesis on $GLNG Over the past week I met with management and the Tor Olav team and my confidence has increased even more. I expect Golar to order a new FLNG in the coming months and secure a contract by 2026. As soon as they sign a deal Golar will likely order another FLNG given the significant opportunity they see today. Also keep in mind that Golar isn't ordering on spec at all; when they FID a vessel they have three clients competing to get the FLNG the same process they used with MK2 The Buenos Aires election killed the stock's momentum but it makes no sense"
X Link @gabcasla 2025-09-16T18:00Z 20.9K followers, 33.8K engagements

"The Golar team never takes a break not even for Christmas. On the one hand BV and Seatrium want to exit from a non-core position without investing in reallocating the FLNG. On the other hand this is a highly accretive deal for $GLNG and increases significantly the NAV"
X Link @gabcasla 2024-12-24T12:41Z 20.9K followers, 23.9K engagements

"$GLNG dropping 7/8% due to Argentina elections is quite surprising and illogical Firstly Javier Milei losing in Buenos Aires doesn't necessarily indicate a shift as additional provincial elections are scheduled for October XX. Peronism is like a drug making it quite hard to move away from but I still believe Milei will be in power for a few more years; however as my father says there's a saying in Argentina: Peronism and inflation always return. Considering how hard it is to attract companies willing to invest for the long term Milei created the RIGI which mainly safeguards Golar's interests"
X Link @gabcasla 2025-09-08T19:24Z 20.9K followers, 24.5K engagements