Track record · closed signal

Dorian LPG Ltd (LPG) — closed signal from August 7, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on November 5, 2026 — +0.6% at the close.

Predicted vs. what happened

LPG price · publication thesis → realized outcomesplit-adjusted

$42.50 – $45.00Entry zone — fair-value band

$45.79Published — price the day we called it

$51.28Target — the price the thesis aimed for

$59.97Peak — highest point inside the window, not a realized return

$46.08Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 14 days.

At window close

+0.6%

realized, from the publication price to the last close inside the window

Peak gain

+31%

peak, from the publication price — not a realized return

S&P 500, same window

-5%

SPY over the identical days, dividend-adjusted

Window close

$46.08

last close inside the window, ended November 5, 2026

Peak price

$59.97

peak on September 17, 2026 — not a realized return

Days to target

The thesis — published August 7, 2026

Predicted growth

+12%

over the measurement window

Target price

$51.28

the price the thesis aimed for

Entry zone

$42.50 – $45.00

the fair-value band we waited for

Price at publication

$45.79

published August 7, 2026

Confidence

77%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Company appears inexpensive relative to peers and earns good margins while holding more cash than debt. Recent reporting tied very strong freight income to rising U.S. exports, which has boosted near-term cash flow. The dividend that just detached is not a fresh trigger. Low trading volume and weak short-term price action mean gains depend on a pullback; freight rates normalizing is the main short-term risk.

Primary drivers

Higher U.S. exports keep ships busy and demand steady
Unusually strong freight rates have boosted cash flow
Having more cash than debt helps absorb shipping swings
Controlled fleet growth keeps capital spending restrained

How it played out

LPG: target reached in 14 days

Lyra published a 12% growth thesis from 45.79 toward 51.28. The thesis pointed to higher U.S. exports, strong freight rates, more cash than debt and controlled fleet growth. It also noted weak short-term price action and normalizing freight rates as risks.

The shares reached the target in 14 days. They peaked at 59.97 on September 17, a 31% gain, then fell back to 46.08 by November 5. The published thesis played out inside the window, although most of the gain was gone by the end.

What happened during the window

On September 4, 2026, Dorian LPG announced agreements for three 90,000 cbm vessels for delivery in 2030. It also reported a seven-year $368.4 million refinancing facility entered on September 2.

Dorian LPG Announces VLGC Newbuilding Contracts, Forward Chartering Estimates, and New Credit Facility

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All LPG signals