Sustained Revenue GrowthA 23%+ top-line increase shows durable demand for LNG sales and services. Over several months this supports scale economics, better utilization of terminals and bargaining power with suppliers, improving the probability of eventual margin recovery if costs are controlled.
Long-term Supply Contracts And PartnershipsLong-term contracts and strategic partnerships provide stable, predictable cash flows and market access over time. These structural agreements reduce revenue volatility, support planning/capacity utilization for terminals, and create higher switching costs vs spot-only competitors.
Improving Free Cash Flow TrendsPositive free cash flow growth, even if modest, signals incremental progress in converting operations into discretionary cash. A rising FCF trend supports debt servicing, maintenance of infrastructure and selective reinvestment, improving financial resilience over the medium term.