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[@valuesci](/creator/twitter/valuesci)
"In a job ad posted today $GLNG leaked that they now have an office in Nigeria which isn't listed on their website and hasn't been mentioned before. Sounds like the Nigeria deal is still on. It was originally supposed to FID in 2024"  
[X Link](https://x.com/valuesci/status/1962637749086720240) [@valuesci](/creator/x/valuesci) 2025-09-01T22:04Z XXX followers, 2474 engagements


"$GLNG Even after the MkII FID announcement the market waited for the formal regulatory approval news before moving: the news on August 25th coincided with the beginning of the move. Nice to see some recognition"  
[X Link](https://x.com/valuesci/status/1960433374335488256) [@valuesci](/creator/x/valuesci) 2025-08-26T20:05Z XXX followers, 1251 engagements


"US offering to support Argentina amidst peso panic Not that relevant to $GLNG but the market seems to think it is"  
[X Link](https://x.com/valuesci/status/1970140488104911041) [@valuesci](/creator/x/valuesci) 2025-09-22T14:57Z XXX followers, 1211 engagements


"@gabcasla It's not hard to get to a $XXX valuation if you believe growth will continue. One MkII per year for the next X years puts the current value at around $XX before counting any commodity price upside. The upside story mostly comes down to whether an LNG glut derails growth"  
[X Link](https://x.com/valuesci/status/1970874929999683725) [@valuesci](/creator/x/valuesci) 2025-09-24T15:36Z XXX followers, 3311 engagements


"@Toronto242M @gabcasla $GLNG isn't comparable to most stocks in the energy sector because it's current valuation is fully supported by contracts. Please tell me if you find any other stock (in any sector) with 20%+/yr base case and 10%/yr bear case"  
[X Link](https://x.com/valuesci/status/1970887814993646007) [@valuesci](/creator/x/valuesci) 2025-09-24T16:27Z XXX followers, 1046 engagements


"$GLNG "The next X years we want to order at least X FLNGs minimum." From:"  
[X Link](https://x.com/valuesci/status/1975586842801013115) [@valuesci](/creator/x/valuesci) 2025-10-07T15:39Z XXX followers, 2093 engagements


"@Fenmagne Check out my post "The Ethylene Market" on it might convince you to get more conviction on the overcapacity question"  
[X Link](https://x.com/valuesci/status/1978101197824196976) [@valuesci](/creator/x/valuesci) 2025-10-14T14:10Z XXX followers, XX engagements


"@justfactstruth It still sounds like $YPF is going to build the FLNGs with Eni but this could slightly increase the probability that $GLNG gets additional deals - the Eni deal is still MoU phase and with so many ships needed there's a chance they split future vessels between Eni and Golar"  
[X Link](https://x.com/valuesci/status/1915827054345654768) [@valuesci](/creator/x/valuesci) 2025-04-25T17:55Z XXX followers, 1145 engagements


"$GLNG: $YPF CEO "Horacio Marn assures that Vaca Muerta and the development of LNG will continue despite political volatility" "the economic and fiscal conditions favor the continuity of the plan." "Neither Sunday's election nor the next one affects us""  
[X Link](https://x.com/valuesci/status/1966366481584918868) [@valuesci](/creator/x/valuesci) 2025-09-12T05:01Z XXX followers, 8869 engagements


"Maybe this is why $FI keeps falling people don't want to buy before a downward revision even if it's already priced in. I bought some more today and will be happy if it crashes after guidance updates so I can buy even more"  
[X Link](https://x.com/valuesci/status/1978828397758325054) [@valuesci](/creator/x/valuesci) 2025-10-16T14:20Z XXX followers, XXX engagements


"@CapitalObserver @RemindMe_OfThis What is the thesis on $KHC With declining revenue in real terms and declining operating income even in nominal terms it doesn't really seem undervalued unless it can start generating some growth"  
[X Link](https://x.com/valuesci/status/1978835014553928149) [@valuesci](/creator/x/valuesci) 2025-10-16T14:46Z XXX followers, XX engagements