Analist estimates? It's common knowledge that analists' estimates aren't always correct. In the case of FLNG they have also not been forward-thinking. Shipping also has its own challenges, especially if a shipowner has vessels in the spot market, ships in drydock or off hire for other reasons. I don't know if analists have predicted a dividend increase, but that's pretty likely and it could be sizeable. When GLOP cut it's dividend it took a large charge because spot rates hit bottom during the covid lockdowns and forced a reduction in the book value of it's 5 steam-powered LNG carriers rendering them underwater. GLOP also excluded any future revenue from the steamers because there were no charters to be had. Put the same vessels in the spot market today and they fetch $100,000/day. Plus, the charter mechanisms can be complex and proprietary. Of course, headlines play a role which sometimes run counter to reality. Beats and misses make news and move stock prices but how relevant are they, really?