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LPLPG

Dorian LPG Ltd.

$LPG·$2.3B·Oil & Gas Midstream·Energy
$53.60-0.1%YTD+135.7%1Y+101.3%
Price updated 8h ago·X counts updated 5d ago
LPLPG
$LPGDorian LPG Ltd.
$53.60-0.15%37 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LPG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

37X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $LPG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 53% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Dorian LPG chatter focuses on VLGC spot rates holding at roughly $167,000 per day on US-Japan and $216,000 on Arabian Gulf-China routes, a Pareto price-target hike to $60, and a new $345 million three-VLGC newbuild order. Posters flag a fresh high alongside ECO and DAC.

Read what X is saying about $LPG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LPG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

VLGC spot rates printing records, Dorian up 133% YTD — now five insiders have sold at $54-$58 in September.

Dorian LPG has been the single cleanest VLGC-shipping play — US-Japan spot rates near $167K/day, Arabian Gulf-China at $216K/day, and three new-build orders at $345M announced early September — but the equity has stopped moving on the news.

  • The last four quarterly EPS prints have been Q4 +34%, Q3 +19%, Q2 -3%, Q1 -10% — a clear inflection in the ramp, with Q4 revenue of $153M +102% YoY confirming the operating leverage on spot rate strength.
  • Insider activity has flipped to clear distribution — five insider S-Sales in September (Lorentzen $1.14M at $56.81, Tan $586K at $58.65, Lunde $659K at $54.42, Young $649K at $54.50, Hadjipateras $270K at $54.13) across the $54-$59 band.
  • Sell-side has fiscal 2027 EPS of $8.45 against $57.21, implying 6.8x forward — cheap on cycle-peak earnings, but 2028 EPS falls back to $4.36 and 2029 to $3.04 as new VLGC supply arrives.

At 92% of the 52-week range, this is a sector-plus-cycle trade where the chart has caught the fundamentals; the November 5 fiscal Q2 earnings sets the next price anchor, but the five September insider sales are a telltale that the smart money is taking chips off at these levels.

Agrees with X sentimentX is bullish on the VLGC spot rates and the Pareto $60 PT; the TickerTalks read agrees the spot rate backdrop is strong but is more cautious given the five insider sales in September and the 2028 EPS step-down in consensus.

What to watch: November 5 fiscal Q2 earnings and the new-build delivery schedule; VLGC spot rate trajectory through the Northern Hemisphere winter; any further insider sales after the September cluster.

On the calendar: Fiscal Q2 earnings scheduled 2026-11-05

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — LNG export capacity expansion and record Permian gas throughput are the structural demand drivers for fee-based midstream.

What this means for $LPG

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

Top industry ETF

$AMLPAlerian MLP ETF
+10.3%YTD
+15.8%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 $2.72

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 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$454.0M$428.1M – $495.2M$4.28$3.96 – $4.792
FY27$650.5M$613.4M – $709.6M$8.45$7.82 – $9.442
FY28$420.2M$397.3M – $452.0M$4.36$3.49 – $5.503
FY29$342.4M$322.9M – $373.5M$3.04$2.81 – $3.401
FY30$432.0M$407.3M – $471.2M$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.0.7×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.82%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.+1.3%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.+31.6%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 today1.2% 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.β0.735-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

SellSep 21Oivind LorentzenDirector20.0K sh$1.1MSellSep 17Christina TanDirector10.0K sh$587KSellSep 11Marit LundeDirector12.1K sh$659KSellSep 10Alexander C. HadjipaterasCOO5.0K sh$271KSellSep 10Theodore B. YoungCFO11.9K sh$650KSellSep 9Hansen Tim TruelsChief Commercial Officer50.0K sh$2.7MSellSep 9Theodore B. YoungCFO5.0K sh$270KSellSep 8Theodore B. YoungCFO9.1K sh$484KSellAug 11Hansen Tim TruelsChief Commercial Officer25.0K sh$1.1MSellJun 30Hansen Tim TruelsChief Commercial Officer20.0K sh$708K
1–10 of 12
+ 8 other (5 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-KShareholder voteSep 148-K — Item 5.07: Shareholder vote
AI summary

Dorian LPG Ltd. (LPG) held its annual meeting on September 10, 2026 with 34.2 million of 42.8 million eligible shares represented. All routine matters passed: Christina Tan, Marit Lunde, and Christopher J. Wiernicki were re-elected as Class I directors through FY2029; Deloitte Certified Public Accountants S.A. was ratified as auditor for FY2027; and named executive compensation was approved on an advisory basis. This is a routine annual-meeting outcome with no contested votes or surprises.

8-KMaterial agreementSep 48-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Dorian LPG Ltd. (LPG) filed an 8-K on September 2, 2026, reporting a material definitive agreement (Item 1.01), creation of a new financial obligation (Item 2.03), a Regulation FD disclosure (Item 7.01), and other events (Item 8.01). The combination of a material agreement and new debt obligation for the LPG shipping company suggests a new credit facility or vessel financing arrangement. Specific terms, lender identity, and size are not visible in the available excerpt; the Reg FD component likely wraps a press release.

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.

+ 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.

Dorian LPG: Locking In The Hormuz Windfall By Selling Ships At The Topseekingalpha.com·14d agoBW LPG: A 10-12 Month Buy Before New Supply Catches Upseekingalpha.com·23d agoBW LPG's CEO On The Current State Of VLGC Marketsseekingalpha.com·31d agoFusion Fuel Expands Al Shola Gas LPG Distribution Capacity with New Bobtail Expected to Generate Approximately $1.6 Million in Annual Recurring Revenue at Target Run-Rateglobenewswire.com·37d agoDorian LPG Ltd (LPG) Shares Surge 3.0% -- What GF Score of 83 Tells Investorsgurufocus.com·42d ago

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Voices on X · last 7 days

No standout posts about $LPG on X in the 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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