MORAM

Analysis of companies with a macroeconomic perspective

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  • About
  • Analysis of Companies
  • Macroeconomic views
  • Asset Allocation/Portfolio

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  • Asset Allocation
  • Investment decisions
  • Macroeconomy
  • Results of companies
  • Investment decisions

    Golar LNG – FLNG (Golar Hilli and Golar Gimi)

    24 December 2020

    What is FLNG? – Floating liquefied natural gas First of all, FLNG states for Floating liquefied natural gas. Natural gas is extracted from the wellborn and transferred to the floating vessel. Then, the natural gas is treated, liquefied (-160 degrees Celsius) and storage in the FLNG vessel until it is offloaded by another LNG vessel. Golar LNG has one operating…

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  • Investment decisions

    Reasons to have in the portfolio Cheniere instead of owning Enagas

    5 December 2020

    A bit of background Last summer, we decided to sell all our shares of Enagas and we reinvested the money in Cheniere. Since then, Cheniere stock has appreciated around 30% and Enagas shares have declined 10%. Both companies have similar characteristics as they are in the business of LNG. Enagas owns the pipelines to transport natural gas. Cheniere has the…

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