Sempra’s LNG Deal: A Glimmer of Hope Amidst Uncertainty

Sempra’s stock price may be stable, but the company’s financials are a different story. The recent unaudited financial results for the quarter ended June 30, 2025, from various companies listed on the BSE are a stark reminder that Sempra’s performance remains a mystery.

• The company’s recent agreement with JERA for the supply of liquefied natural gas from its Port Arthur LNG facility in the US is a positive development, but it’s unclear how this deal will translate to the company’s bottom line.
• The lack of specific information about Sempra’s financial performance in the recent unaudited financial results is a red flag.
• The company’s management and board of directors have been active, but their efforts seem to be focused on unrelated matters.

The silence from Sempra’s management and board of directors on the company’s financial performance is deafening. As investors, we deserve transparency and accountability. The recent deal with JERA may be a glimmer of hope, but it’s not enough to distract from the company’s lack of financial disclosure.

What We Know and What We Don’t

• Sempra has signed a significant agreement with JERA for the supply of liquefied natural gas from its Port Arthur LNG facility in the US.
• The company’s management and board of directors have been active, but their efforts seem to be focused on unrelated matters.
• The recent unaudited financial results for the quarter ended June 30, 2025, from various companies listed on the BSE do not provide any specific information about Sempra’s financial performance.

The Bottom Line

Sempra’s financials remain a mystery, and the company’s lack of transparency is a major concern. As investors, we need to demand more from the company’s management and board of directors. The recent deal with JERA may be a positive development, but it’s not enough to distract from the company’s lack of financial disclosure.