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![justfactstruth Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1082423439783354368.png) Frank [@justfactstruth](/creator/twitter/justfactstruth) on x 2576 followers
Created: 2025-07-15 15:55:00 UTC

$GLNG   Why do I think @BlackRock  $BLK 's GIP will make an offer for Golar LNG....
GIP's new fund just closed w/ $25.5B AUM bringing total AUM to $170B - they already know the name well - Golar's current 17bn of EBITDA backlog and growing to $28B late this year would be a  "low risk" way of putting a chunk of capital to work while also gaining expertise in FLNG (accepted & growing technology) plus they  get a call option on commodity upside. Lastly and very importantly GLNG belongs in the hands of a very smart financially savvy player with large balance sheet and access to capital....GIP can back-leverage assets to take their cash equity off the table in a short time frame and drive extremely high IRRs while growing its low carbon energy transition portfolio... NO BRAINER


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945150112361033803/c:line.svg)

**Related Topics**
[$fip](/topic/$fip)
[investment](/topic/investment)
[infra](/topic/infra)
[fink](/topic/fink)
[stocks technology](/topic/stocks-technology)
[chunk](/topic/chunk)
[$28b](/topic/$28b)
[$170b](/topic/$170b)

[Post Link](https://x.com/justfactstruth/status/1945150112361033803)

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justfactstruth Avatar Frank @justfactstruth on x 2576 followers Created: 2025-07-15 15:55:00 UTC

$GLNG Why do I think @BlackRock $BLK 's GIP will make an offer for Golar LNG.... GIP's new fund just closed w/ $25.5B AUM bringing total AUM to $170B - they already know the name well - Golar's current 17bn of EBITDA backlog and growing to $28B late this year would be a "low risk" way of putting a chunk of capital to work while also gaining expertise in FLNG (accepted & growing technology) plus they get a call option on commodity upside. Lastly and very importantly GLNG belongs in the hands of a very smart financially savvy player with large balance sheet and access to capital....GIP can back-leverage assets to take their cash equity off the table in a short time frame and drive extremely high IRRs while growing its low carbon energy transition portfolio... NO BRAINER

XXXXXX engagements

Engagements Line Chart

Related Topics $fip investment infra fink stocks technology chunk $28b $170b

Post Link

post/tweet::1945150112361033803
/post/tweet::1945150112361033803