While rising spot rates will not help Golar LNG Limited's Q3 results, a "significant increase" in spot rates during Q4 could increase the value of the company's carrier fleet assets, B. Riley FBR analyst Liam Burke tells investors in a research note. Further, with a planned divestiture of the fleet by year-end 2019, the analyst believes the post-spin company will have lower net debt with strong free cash flow and an asset base with higher returns on investment potential. He continues to recommend the purchase of Golar LNG shares with a Buy rating and $21 price target. Burke points out that while his target represents a significant premium to the current share price, he sees even additional upside from future liquefied natural gas distribution activities in Brazil, the FLNG Gimi project in 2022, the floating storage and regasification units conversion and sale of Golar Viking, which he notes are not reflected in his price target.