BW LPG benefits from elevated VLGC rates driven by the Strait of Hormuz closure, supporting strong earnings and high dividends. BWLP's aggressive newbuild program—8 VLGCs for $940 million—raises leverage and heightens risk amid a record-high 2027 orderbook. I estimate NAV at $22/share pre-Q2, with potential for $25/share if disruptions persist and dividend yields remain robust.
India's imports of liquefied petroleum gas (LPG) from the U.S. are set to top 1 million metric tons in June, a record high, industry sources said, as New Delhi turned to costlier suppliers to offset disruption from the Middle East.
BW LPG Limited is upgraded to Strong Buy after a 53% total return in 3 months, driven by surging spot rates and robust earnings. BWLP's $1 billion order for 8 new VLGCs modernizes the fleet, capitalizes on record spot rates, and strengthens market leadership. Product Services delivered $127M gross profit, with $136.8M MtM gains expected to convert to cash, supporting both dividends and vessel investments.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 72 | $1,902.11 | $2,954.16 | $1,052.05 | 55.31% |
Tweedy Browne Tweedy, Browne Company LLC | 35,480 | $1.05M | $1.46M | $410,461.7 | 39.27% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 686 | $24,428.2 | $28,146.58 | $3,718.38 | 15.22% |
| BG Bart Gancher Intech Investment Management LLC | 10,607 | $236,960.38 | $435,205.21 | $198,244.83 | 83.66% |
Point72 Asset Management LP Point72 Asset Management LP | 180,254 | $4.46M | $7.4M | $2.94M | 65.86% |
| Oil, Gas & Consumable Fuels Industry | Energy Sector | Mr. John C. Hadjipateras CEO | NYSE Exchange | Y2106R110 CUSIP |
| US Country | 602 Employees | 27 Jul 2026 Last Dividend | - Last Split | 8 May 2014 IPO Date |
Dorian LPG Ltd. is a prominent entity in the global shipping industry, specializing in the transportation of liquefied petroleum gas (LPG). With its inception in 2013, the company has rapidly established itself as a key player in the LPG transportation sector. Boasting a sizeable fleet of twenty-five very large gas carriers (VLGCs), Dorian LPG Ltd. offers comprehensive and reliable shipping solutions to its clientele across the globe. The company's headquarters are situated in Stamford, Connecticut, reflecting its strategic positioning to manage its international operations effectively. Through its subsidiary network, Dorian LPG Ltd. showcases a commitment to excellence and safety in the LPG transportation field, underlining its status as a trusted and innovative service provider worldwide.
Dorian LPG Ltd. specializes in the transportation of LPG, providing safe and efficient shipping services across the globe. Leveraging its fleet of twenty-five very large gas carriers (VLGCs), the company ensures high-capacity and reliable transport solutions for LPG. Catering to a wide range of clients, including international oil companies and commodity traders, Dorian LPG is dedicated to meeting the global demand for LPG transportation with its state-of-the-art vessels and experienced crew.