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LPLPG

Dorian LPG Ltd.

$LPG·$1.7B·Oil & Gas Midstream·Energy
$41.03-0.7%YTD+66.8%1Y+43.1%
Mentions · last 7 days
2026-07-10: 4 posts2026-07-11: 0 posts2026-07-12: 1 posts2026-07-13: 6 posts2026-07-14: 3 posts2026-07-15: 2 posts2026-07-16: 8 posts24-6%
Price updated 4h ago·X counts updated 1d ago
LPLPG
$LPGDorian LPG Ltd.
$41.03-0.65%24 posts-6%
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 2026-07-17

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

VLGC rates ripping, cash returned, fleet restructuring — a shipping cycle in full swing.

Dorian LPG is a very-large-gas-carrier (VLGC) tanker operator riding a genuine rate cycle: Q4 (Mar 2026) revenue $153M more than doubled year-on-year and operating margin came in at 54%, with the last three quarters all showing 40%+ margins and outsized earnings per share.

  • Just declared a $1.00/share irregular cash dividend and completed the sale of its Corsair vessel — cash back to shareholders on top of a mid-teens free-cash-flow yield.
  • Announced a VLGC newbuilding contract, forward chartering, and Memorandums of Agreement to sell three VLGCs — active fleet rotation on strong asset prices.
  • Analyst consensus for next fiscal year: ~$454M revenue, EPS $4.28.
  • Insider: officer Tim Truels Hansen sold 20,000 shares for ~$708K on July 1 — modest and not necessarily directional given the run.

Close: Stock is up 68% year-to-date, sits at ~72% of its 52-week range, and next earnings are July 31. The tape is doing what the fundamentals are doing; downside is a sharp VLGC rate roll-over.

Agrees with X sentimentX captures the same VLGC rate rally driving LPG3/LPG1 TCEs the verdict cites — bullish framing aligns with the print.

What to watch: July 31 earnings; VLGC spot TCE trend (LPG1 Arabian Gulf-China, LPG3 US Gulf-Japan); asset sale prices and pace of newbuild deliveries; forward FFA curve.

On the calendar: 2026-07-31 — Q1 (fiscal) earnings; consensus EPS $2.16

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-14

Dorian LPG chatter tracks VLGC spot rates rallying across geographies, with LPG1 Arabian Gulf-to-China TCE rising +20K to $238,629 and LPG3 US Gulf-to-Japan TCE rising +11K to $125,024 and further US-loading strength adding $8,325 to $114,377 mid-week. Commentators express admiration for how robustly VLGC rates are holding up despite intermittent volatility on individual routes.

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
+14.8%YTD
+11.1%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 $2.16

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.1.0×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.71%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.+0.5%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.+25.2%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 today1.9% 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$1.2M
+ 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. Declares Irregular Cash Dividend of $1.00 Per Share and Completion of the Sale of Corsairbusinesswire.com·2d agoNavigating the Future of Shipping: Leadership Insights – Q2 2026globenewswire.com·4d agoBW LPG: The Most Benefited From The Strait of Hormuz Closure Despite Increasing Risksseekingalpha.com·5d agoDorian LPG Ltd. Announces VLGC Newbuilding Contract, Forward Chartering Estimates and Memorandums of Agreement to Sell Three VLGCsbusinesswire.com·25d agoIndia's LPG imports from US set to cross 1 million tons in June, sources sayreuters.com·25d ago

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Voices on X · top 3 · last 7 days

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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