[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @gabcasla Gabriel Castro, CFA Gabriel Castro, CFA posts on X about $glng, investment, over the, balance sheet the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1460173795/interactions)  - X Week XXXXXXX +8,094% - X Month XXXXXXX +695% - X Months XXXXXXX +56% - X Year XXXXXXX +0.88% ### Mentions: XX [#](/creator/twitter::1460173795/posts_active)  - X Week XX +133% - X Month XX +25% - X Months XX +34% - X Year XX +3.40% ### Followers: XXXXXX [#](/creator/twitter::1460173795/followers)  - X Week XXXXXX +0.35% - X Month XXXXXX +2.40% - X Months XXXXXX +8.60% - X Year XXXXXX +15% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1460173795/influencer_rank)  ### Social Influence [#](/creator/twitter::1460173795/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$glng](/topic/$glng) #2, [investment](/topic/investment) 9.09%, [over the](/topic/over-the) 6.06%, [balance sheet](/topic/balance-sheet) #1585, [$3918hk](/topic/$3918hk) #1, [pandemic](/topic/pandemic) #76, [$kos](/topic/$kos) 3.03%, [team and](/topic/team-and) 3.03%, [aos](/topic/aos) 3.03%, [gamma](/topic/gamma) XXXX% **Top accounts mentioned or mentioned by** [@jlhaggerty1](/creator/undefined) [@finantuko](/creator/undefined) [@mysubclub3](/creator/undefined) [@alwaysbuycheapp](/creator/undefined) [@j_sequeirapol](/creator/undefined) [@souzaj99](/creator/undefined) [@valuesci](/creator/undefined) [@locodldividendo](/creator/undefined) [@marek58198355](/creator/undefined) [@etcfacts](/creator/undefined) [@javier31278889](/creator/undefined) [@worldstockss](/creator/undefined) [@iamcesar3](/creator/undefined) [@vicblancan](/creator/undefined) [@franfitinversor](/creator/undefined) [@israalva1980](/creator/undefined) [@grome189](/creator/undefined) [@valuestreamen](/creator/undefined) [@decipherintl](/creator/undefined) [@aitorgarcia](/creator/undefined) **Top assets mentioned** [Golar LNG Ltd (GLNG)](/topic/$glng) [Kosmos Energy Ltd. (KOS)](/topic/$kos) ### Top Social Posts [#](/creator/twitter::1460173795/posts) --- Top posts by engagements in the last XX hours "$KOS I've been keeping an eye on Kosmos Energy since 2018 because of its connection with $GLNG but I hadn't actually invested until now. Today I'm sharing the investment case. I'm making this open to everyone so I'd appreciate it if you could share it" [X Link](https://x.com/gabcasla/status/1948375998279393433) [@gabcasla](/creator/x/gabcasla) 2025-07-24T13:33Z 21K followers, 64.7K engagements "A very well-written investment thesis on $GLNG Over the past week I met with management and the Tor Olav team and my confidence has increased even more. I expect Golar to order a new FLNG in the coming months and secure a contract by 2026. As soon as they sign a deal Golar will likely order another FLNG given the significant opportunity they see today. Also keep in mind that Golar isn't ordering on spec at all; when they FID a vessel they have three clients competing to get the FLNG the same process they used with MK2 The Buenos Aires election killed the stock's momentum but it makes no sense" [X Link](https://x.com/gabcasla/status/1968012225609687133) [@gabcasla](/creator/x/gabcasla) 2025-09-16T18:00Z 21K followers, 34K engagements "@etc_facts Y Gamma Global 🥹 En tan solo unos meses (abril 2026) cumplimos X aos y ya no habr excusa 😘" [X Link](https://x.com/gabcasla/status/1979987600464134268) [@gabcasla](/creator/x/gabcasla) 2025-10-19T19:06Z 21K followers, 2204 engagements "$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](https://x.com/gabcasla/status/1955959380173574448) [@gabcasla](/creator/x/gabcasla) 2025-08-14T11:47Z 21K followers, 25.4K 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](https://x.com/gabcasla/status/1871536569477464130) [@gabcasla](/creator/x/gabcasla) 2024-12-24T12:41Z 21K followers, 23.9K engagements "@AlwaysBuyCheapp They only give the balance sheet P&L and cashflow twice a year. So audited figures only on the half and full year earnings. But below you can find the quarterly results:" [X Link](https://x.com/gabcasla/status/1973471909892464795) [@gabcasla](/creator/x/gabcasla) 2025-10-01T19:35Z 21K followers, XXX 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](https://x.com/gabcasla/status/1959989857024958618) [@gabcasla](/creator/x/gabcasla) 2025-08-25T14:42Z 21K followers, 13.6K engagements "Carta del segundo trimestre de Sigma Internacional Repasamos las novedades en las principales posiciones: Golar Alibaba Nagacorp y Zegona" [X Link](https://x.com/gabcasla/status/1962449095563354584) [@gabcasla](/creator/x/gabcasla) 2025-09-01T09:34Z 21K followers, 20.3K 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](https://x.com/gabcasla/status/1970868026321834352) [@gabcasla](/creator/x/gabcasla) 2025-09-24T15:08Z 21K followers, 55.6K 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](https://x.com/gabcasla/status/1973380193432592626) [@gabcasla](/creator/x/gabcasla) 2025-10-01T13:31Z 21K followers, 8690 engagements "@iamcesar3 S Sigma Internacional esta disponible en Renta4" [X Link](https://x.com/gabcasla/status/1980221487228547232) [@gabcasla](/creator/x/gabcasla) 2025-10-20T10:36Z 21K followers, XXX engagements
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@gabcasla Gabriel Castro, CFA
Gabriel Castro, CFA posts on X about $glng, investment, over the, balance sheet the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXXX +8,094%
- X Month XXXXXXX +695%
- X Months XXXXXXX +56%
- X Year XXXXXXX +0.88%
Mentions: XX #
- X Week XX +133%
- X Month XX +25%
- X Months XX +34%
- X Year XX +3.40%
Followers: XXXXXX #
- X Week XXXXXX +0.35%
- X Month XXXXXX +2.40%
- X Months XXXXXX +8.60%
- X Year XXXXXX +15%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% technology brands XXXX%
Social topic influence $glng #2, investment 9.09%, over the 6.06%, balance sheet #1585, $3918hk #1, pandemic #76, $kos 3.03%, team and 3.03%, aos 3.03%, gamma XXXX%
Top accounts mentioned or mentioned by @jlhaggerty1 @finantuko @mysubclub3 @alwaysbuycheapp @j_sequeirapol @souzaj99 @valuesci @locodldividendo @marek58198355 @etcfacts @javier31278889 @worldstockss @iamcesar3 @vicblancan @franfitinversor @israalva1980 @grome189 @valuestreamen @decipherintl @aitorgarcia
Top assets mentioned Golar LNG Ltd (GLNG) Kosmos Energy Ltd. (KOS)
Top Social Posts #
Top posts by engagements in the last XX hours
"$KOS I've been keeping an eye on Kosmos Energy since 2018 because of its connection with $GLNG but I hadn't actually invested until now. Today I'm sharing the investment case. I'm making this open to everyone so I'd appreciate it if you could share it"
X Link @gabcasla 2025-07-24T13:33Z 21K followers, 64.7K engagements
"A very well-written investment thesis on $GLNG Over the past week I met with management and the Tor Olav team and my confidence has increased even more. I expect Golar to order a new FLNG in the coming months and secure a contract by 2026. As soon as they sign a deal Golar will likely order another FLNG given the significant opportunity they see today. Also keep in mind that Golar isn't ordering on spec at all; when they FID a vessel they have three clients competing to get the FLNG the same process they used with MK2 The Buenos Aires election killed the stock's momentum but it makes no sense"
X Link @gabcasla 2025-09-16T18:00Z 21K followers, 34K engagements
"@etc_facts Y Gamma Global 🥹 En tan solo unos meses (abril 2026) cumplimos X aos y ya no habr excusa 😘"
X Link @gabcasla 2025-10-19T19:06Z 21K followers, 2204 engagements
"$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 21K followers, 25.4K 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 21K followers, 23.9K engagements
"@AlwaysBuyCheapp They only give the balance sheet P&L and cashflow twice a year. So audited figures only on the half and full year earnings. But below you can find the quarterly results:"
X Link @gabcasla 2025-10-01T19:35Z 21K followers, XXX 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 21K followers, 13.6K engagements
"Carta del segundo trimestre de Sigma Internacional Repasamos las novedades en las principales posiciones: Golar Alibaba Nagacorp y Zegona"
X Link @gabcasla 2025-09-01T09:34Z 21K followers, 20.3K 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 21K followers, 55.6K 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 21K followers, 8690 engagements
"@iamcesar3 S Sigma Internacional esta disponible en Renta4"
X Link @gabcasla 2025-10-20T10:36Z 21K followers, XXX engagements