GasLog Ltd (GLOG-A)

[Tommy]

The Answer To The Oil Dilemma? Natural Gas - Part 2 Of 2

http://seekingalpha.com/article/809541-the-answer-to-the-oil-dilemma-natural-gas-part-2-of-2?source=yahoo

... "Gaslog (GLOG) is an international operator of 10 LNG carriers with 8 more on the way. Most of the new fleet has already been contracted and demand should drive profits in the future. Gaslog's fleet will be 1.9 average years old upon arrival of the new vessels which is the youngest in the industry and will be among the most efficient to operate.

The company has a large finance payment due in Q1 of 2014 but should be able to refinance given current assets. 2012 profits are expected to be weak due to staffing increases for the coming new fleet. Profits are expected to rise in 2013 and 2014.

An earnings call is scheduled for August 21 which may impact the stock short term. But this story is a medium term play. Once the company gets past its current financing challenges, annual earnings growth is full speed ahead." ...