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LPLPG

Dorian LPG Ltd.

$LPG·$2.0B·Oil & Gas Midstream·Energy
$49.82+0.1%YTD+76.9%1Y+55.6%
Mentions · last 7 days
2026-08-21: 9 posts2026-08-22: 1 posts2026-08-23: 0 posts28+4%
Price updated 13m ago·X counts updated 8d ago
LPLPG
$LPGDorian LPG Ltd.
$49.82+0.08%28 posts+4%
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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-30

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

Dorian LPG +77% YTD on VLGC bid — LPG3 TCE $157-160K, LPG1 $208-210K, $1 special dividend + Corsair vessel sale $81.8M.

Dorian LPG is a $2B VLGC (Very Large Gas Carrier) shipping operator. Riding the LPG spot-rate cycle — VLGC rates hitting fresh highs plus a $1 special dividend.

How it reads:

  • Growth is exceptional: Q1 revenue +102% YoY to $153M, Q4 was -26% (base-effect from prior cycle) — the pivot back to strong growth is confirmed.
  • Margins are cycle-peak: 43.7% operating margin, 54% Q1 op margin, 10.7% FCF yield — the FCF yield is the specific tell.
  • Valuation is exceptional: 9.15x PE, 3.7x sales, 7.6x EV/EBITDA — cheap for a cycle-peak VLGC operator.
  • Position is stretched: 92nd percentile 52w, 14.6% above 50-day, 40% above 200-day on 44% baseline volume — real accumulation.
  • The specific tell: LPG3 (US Gulf → Japan) TCE at $157-160K/day, LPG1 (Arabian Gulf → China) at $208-210K/day — spot rates continue upward.
  • July 16 $1 special cash dividend plus VLGC Corsair sale for $81.8M net proceeds — capital return active.
  • Insider signal is loud one-off: $1.13M S-Sale (Hansen 25K shares) plus multiple F-InKind (Young $670K, Hadjipateras) — routine compensation-cycle plus one discretionary sale.

The Nov 5 print is the test — reiterated Q4 fleet-utilization plus specific commentary on VLGC-rate curve extends the run; a spot-rate normalization plus continued Hansen distribution narrows the premium to $42 support.

Agrees with X sentimentAgree — the bullish anchors (VLGC spot rates ticking up multiple times: LPG3 US Gulf → JP TCE at $157-160K, LPG1 AG → CN around $208-210K, LPG FFAs continuing an upward trajectory) map to real signals; the honest add is Hansen's $1.13M S-Sale is worth naming even in a cycle-peak setup — plus the sample's own note that one post shows rates ticking down slightly is the fair mixed signal.

What to watch: Nov 5 earnings — reiterated Q4 fleet-utilization plus specific commentary on VLGC-rate curve extends the run; a spot-rate normalization plus continued Hansen distribution narrows the premium to $42 support.

On the calendar: 2026-11-05 — Q3 earnings

beta missing

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-08-25

Bullish tone on LPG shipping. VLGC spot rates for US loading tick up multiple times: LPG3 (USG to JP) TCE at 157-160k and LPG1 (Arabian Gulf to China) around 208-210k. LPG FFAs continue an upward trajectory. Only one post shows rates ticking down slightly, though the overall momentum framing remains constructive.

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

Pipeline throughput volumes tied to Permian and Appalachian production growth support fee-based cash flows with limited direct commodity price exposure. Capital allocation — dividends vs expansion capex — is the investor differentiator.

What this means for $LPG

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Dorian LPG Ltd.

Top industry ETF

$AMLPAlerian MLP ETF
+16.9%YTD
+13.9%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
Q2 2026Aug 5, 2026$2.52$2.12+18.9%
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%
Next earningsThu, Nov 5·consensus EPS $2.71

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$419.4M – $495.5M$4.28$3.86 – $4.792
FY27$582.2M$537.9M – $635.4M$6.96$6.27 – $7.792
FY28$397.9M$376.8M – $419.0M$3.72$3.54 – $3.902
FY29$328.0M$303.0M – $358.0M$2.78$2.51 – $3.111
FY30$432.0M$399.1M – $471.5M$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.0.4×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.92%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.+14.6%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.+40.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β0.765-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

SellAug 11Hansen Tim TruelsChief Commercial Officer25.0K sh$1.1MSellJun 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$105K
+ 14 other (11 awards · 3 inkinds) 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
Free, forever. No credit card.

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-KOfficer or director changeJul 308-K — Item 5.02: Officer or director change
AI summary

Dorian LPG Ltd. (LPG) amended and restated its Executive Severance and Change in Control Severance Plan on July 24, 2026, revising the definition of 'Change in Control' to remove carve-outs that were no longer appropriate given the company's current shareholder base. The updated definition aligns with the one in the company's Second Amended and Restated 2014 Equity Incentive Plan. This is a routine governance update to existing compensation plans, reducing ambiguity in what constitutes a change in control for triggering enhanced severance benefits.

8-KPress release / Reg FDJul 168-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Dorian LPG declared an irregular special cash dividend of $1.00 per share and disclosed the sale of the VLGC Corsair for approximately $81.8 million in net proceeds. The vessel sale is part of the LPG shipping company's fleet management and capital return strategy, with proceeds supporting the special dividend to shareholders.

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.

+ 5 other (2 earnings 8-Ks · 1 10-Q · 1 proxy · 1 10-K) in window

Recent news

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

Persian Gulf oil exports rebound to two-thirds of pre-war levels — could keep oil below $90 marknypost.com·3d agoBW LPG Q2 Earnings Call Highlightsmarketbeat.com·3d agoBW LPG Limited – Financial Results for Q2 2026businesswire.com·4d agoDorian LPG Ltd (LPG) Shares Fall 5.7% -- GF Value Says Still Overvaluedgurufocus.com·5d agoStrong Midstream 2Q26 Earnings Boost Full-Year Outlooketftrends.com·6d 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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