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LPLPG

Dorian LPG Ltd.

Strong FundamentalsStrong FundamentalsRevenue growing 102% YoY at strong marginsQuiet on X (19 mentions/wk)
$LPG·$1.7B·Oil & Gas Midstream·Energy
$40.62+1.4%YTD+62.8%1Y+44.4%
Mentions · last 7 days
2026-07-06: 4 posts2026-07-07: 2 posts2026-07-08: 3 posts2026-07-09: 5 posts2026-07-10: 4 posts2026-07-11: 0 posts2026-07-12: 1 posts19+27%
Price updated 15m ago·X counts updated 20h ago
LPLPG
$LPGDorian LPG Ltd.
$40.62+1.42%19 posts+27%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LPG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-13

The move is getting stronger, with heavier trading behind it.

Dorian LPG up 44% in 12 months as VLGC spot rates rip — LPG1 TCE hit $264K, newbuilding contract plus 3-vessel sale, July 31 print.

Dorian LPG is a 22-VLGC pure-play US-listed liquefied-petroleum-gas shipping operator — the +44% 12M run reflects the same LPG spot-rate cycle turn driving BWLP, with active fleet-renewal via new build plus vessel sales.

  • The Q4 fiscal 2026 print was a strong beat — revenue $153M up 102% YoY with 63% gross margin and 54% operating margin, EPS $1.90 vs $1.41 estimate (+34% surprise) — the four-quarter surprise cadence turned positive after two prior misses, reflecting the cycle-turn.
  • The fleet-strategy activity is real capital allocation — June 23 announcement of 'VLGC Newbuilding Contract, Forward Chartering Estimates and Memorandums of Agreement to Sell Three VLGCs' shows management is opportunistically monetizing older vessels while ordering new capacity — cycle-timing capital discipline.
  • The spot-rate rally is the fundamental driver — LPG1 Arabian Gulf-China TCE hit $264,264 with LPG3 US Gulf-Japan TCE up to $125,000+, plus the June 23 Reuters piece 'India's LPG imports from US set to cross 1 million tons in June' captures the demand-side pull.
  • The analyst curve captures the cycle explicitly — FY26 (March year-end) revenue $454M with $4.28 EPS, FY27 stepping to $588M/$6.98 (cycle-peak), then dropping to FY28 $405M/$3.81 and FY29 $343M/$3.00 — a two-year visible cycle-peak with normalization baked in.

July 31 is the pivot — a beat on $2.22 EPS estimate reflecting continued Q1 fiscal-2027 spot-rate strength extends the +44% 12M move toward $45; a miss combined with any LPG spot-rate cooling or three-vessel-sale-consummation-related supply digests LPG back toward the $37 50-day support. The 10.7% FCF yield anchors return-of-capital.

Agrees with X sentimentAgree with the bullish X read — the LPG1 Arabian Gulf-China TCE hitting $264,264, LPG3 US Gulf-Japan TCE up to $125,000+, and the broader LPG FFA push higher are all real cycle-inflection data points that translate directly to VLGC operator earnings power; the LPG-focused pure-play thesis is even more direct than BWLP given the fleet composition. The honest counter is FY29 EPS $3.00 explicitly modeled below FY27 $6.98 cycle-peak.

What to watch: July 31 Q1 FY27 print — a beat on $2.22 estimate reflecting continued spot-rate strength extends the +44% move toward $45; a miss combined with LPG spot-rate cooling or three-vessel-sale supply digests LPG toward $37 50-day support.

On the calendar: 2026-07-31 — Q1 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-12

Posts describe VLGC spot rates rallying with LPG1 (Arabian Gulf-China) TCE up 20K to $238,629 and LPG3 (US Gulf-Japan) TCE up 11K to $125,000+, with earlier days showing US-load rates picking up. Some sessions had sharply lower Arabian Gulf rates but the overall push is up, with LPG1 hitting $264,264 as of Thursday.

Read the AI verdict + X sentiment for $LPG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Transports liquefied petroleum gas (propane, butane) via 19+ Very Large Gas Carriers (VLGCs) on international trade routes.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Midstream sits in its cycle right now — and what that implies for $LPG.

Oil & Gas Midstream · Energy

No material change from last week — VG's Louisiana liquefaction export terminals and GLNG's floating LNG vessels unlock stranded gas monetization under long-term supply contracts.

What this means for $LPG

Neutral — Transports liquefied petroleum gas (propane, butane) via 19+ Very Large Gas Carriers (VLGCs) on international trade routes; this business's revenue is largely decoupled from the Louisiana liquefaction and floating LNG export capacity expansion.

Top industry ETF

$AMLPAlerian MLP ETF
+12.0%YTD
+8.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
43.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
57.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 20, 2026$1.89$1.41+34.0%
Q4 2025Feb 5, 2026$1.11$1.15-3.5%
Q3 2025Nov 6, 2025$1.31$1.45-9.7%
Q2 2025Aug 1, 2025$0.27$0.61-55.7%
Next earningsFri, Jul 31·consensus EPS $2.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$153.3M+102.0%63.0%54.3%$1.90$62.8M
Q3 FY26$120.0M+48.7%51.2%42.2%$1.11$97.1M
Q2 FY26$120.6M+46.3%70.6%49.2%$1.30$33.2M
Q1 FY26$84.2M-26.4%37.8%18.5%$0.24$-2.2M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$454.0M$419.1M – $495.8M$4.28$3.85 – $4.792
FY27$588.2M$543.1M – $642.4M$6.97$6.28 – $7.812
FY28$404.9M$383.4M – $426.3M$3.81$3.63 – $4.002
FY29$343.3M$329.5M – $357.2M$3.00$2.70 – $3.361
FY30$432.0M$398.8M – $471.8M$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.67%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.785-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 30Hansen Tim TruelsChief Commercial Officer20.0K sh$708KSellJun 11Christina TanDirector5.7K sh$252KSellMay 22Ted KalborgDirector15.4K sh$693KSellApr 9John LycourisHead of Energy Transition7.0K sh$250KSellApr 8John LycourisHead of Energy Transition3.0K sh$105KSellFeb 18Theodore B. YoungCFO10.0K sh$348KSellFeb 18Hansen Tim TruelsChief Commercial Officer35.0K sh$1.2MSellJan 14Hansen Tim TruelsChief Commerical Officer25.0K sh$721K
+ 6 other (6 awards) in window

See when $LPG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJun 238-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Republic of the Marshall Islands 001-36437 66-0818228 disclosed: y check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ ​ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchan.

8-KPress release / Reg FDMay 78-K — Item 7.01: Press release / Reg FD
AI summary

Dorian LPG Ltd. (LPG) filed an 8-K under Item 7.01 to make a Regulation FD disclosure, ensuring material information shared with select investors is simultaneously available to all market participants. The filing likely relates to a conference presentation, fleet update, or chartering market commentary. The body is primarily a cover page disclosure with exhibits containing the actual materials. Investors should review attached exhibits for substantive content.

3New insider — initial holdingsMay 63
AI summary

Dorian LPG Ltd. (LPG) filed a Form 3 initial statement of beneficial ownership for newly appointed director Wiernicki, who holds no shares of common stock. This routine SEC filing establishes the baseline ownership record for the new board member within 10 days of appointment. The zero-share position is typical for newly appointed independent directors prior to receiving any equity compensation. No derivative securities were reported.

8-KOfficer or director changeMay 58-K — Item 5.02: Officer or director change
AI summary

Dorian LPG Ltd. (LPG) filed an 8-K under Item 5.02 reporting a departure, appointment, or compensation change involving a named executive officer or director. The LPG tanker company disclosed the identity of the affected individual, their role, the effective date, and relevant transition terms. This is a required SEC disclosure for any material change in executive leadership. No financial results were reported in this filing.

8-KPress release / Reg FDMar 268-K — Item 7.01: Press release / Reg FD
AI summary

Dorian LPG Ltd. (LPG) issued a Reg FD press release on March 26, 2026, providing fleet estimates for the quarter ending March 31, 2026, furnished as Exhibit 99.1. The 8-K body contains only filing mechanics; specific TCE rate estimates, fleet utilization, or voyage days are contained in the attached exhibit only. This is a routine pre-quarter-close operational update common for shipping companies and does not represent a material agreement, transaction, or strategic change.

8-KPress release / Reg FDJan 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 5 other (2 earnings 8-Ks · 1 10-K · 1 10-Q · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Dorian LPG Ltd. Announces VLGC Newbuilding Contract, Forward Chartering Estimates and Memorandums of Agreement to Sell Three VLGCsbusinesswire.com·21d agoIndia's LPG imports from US set to cross 1 million tons in June, sources sayreuters.com·21d agoBW LPG: I Timed The Dip Perfectly, Now What (Rating Upgrade)seekingalpha.com·27d agoBW LPG Limited – Ex-dividend on the Oslo Stock Exchange Todaybusinesswire.com·33d agoBW LPG: The Rally Was Earned, And The Dividend Case Still Holdsseekingalpha.com·40d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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