Shipping — Maj 2023
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Her præsentationen i BWLPG, jeg er målløs over indtjeningsmulighederne og den helt fraværende interesse, men vesten er gået helt i klimatrance. https://www.avanza.se/aktier/om-aktien.html/444958/bw-lpg Tryk på lyssna til q1
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BW LPG: SEB øker kursmålet til NOK 130 (120), gjentar kjøp. DNB øker til NOK 155 (145), gjentar kjøp. Pareto øker til NOK 126 (120), gjentar kjøp. Kepler øker til NOK 142 (136), gjentar kjøp.
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MPC CONTAINER: Fearnley kutter kursmålet til NOK 23 (24), gjentar kjøp. Reelt er dette en kursmålsøkning fra sist kursmål ettersom selskapet i mellomtiden har utbetalt over NOK 2 i utbytte. Pareto øker til NOK 25 (21), gjentar kjøp.
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HOEGH AUTOLINERS: Største aksjonær Leif Hoegh solgte i går 12,25 millioner aksjer eller 6,4% av selskapet etter en bookbuilding til kurs NOK 62,5. Dette tilsvarte dermed en rabatt på 14% fra gårsdagens sluttkurs.
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God formiddag folkens
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Kort video - Sell in May and go away holdt heller ikke stik denne gang. Debat om gældsloftetpåvirker markedet. Shipping-sektoren med Avance Gas, BW LPG og Dorian LPG. Kommer Zealand Pharma med i C25-indekset? Og hvem ryger ud? Det er noge af emnerne i denne ugekommentar med Helge Larsen. https://www.proinvestor.com/boards/112808
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BW LPG: Fearnley øker kursmålet til NOK 138 (132), gjentar kjøp.
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Hi Hoo morgen:-) raterne bare stiger og stiger og nu er der mangel på vand i Panama-kanalen hvilket kan betyde længere rejsetider, det er guf for branchen som jo bliver betalt pr dag og jo længere tid det tager at komme fra A til B jo flere penge.......lige nu 90k$ pr dag for nye kontrakter, det betyder at 3 kvartal kan blive en pengemaskine, men markedet er volatilt så meget kan ske, mit råd hvis du køber, hold ta' udbyttet, med en 43% tilbagebetaling så er aktierne betalt på under 2-1/2 år.
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Norden køber det Stadil-ejede rederi Thorco Projects https://www.proinvestor.com/investornyt/991938/norden-kober-det-stadil-ejede-rederi-thorco-projects
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Diana Shipping (DSX) Declares $0.15 Dividend https://www.proinvestor.com/investornyt/992562/diana-shipping-dsx-declares-015-dividend
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Avance Gas Holding Ltd: First Quarter 2023 Earnings Release https://ml-eu.globenewswire.com/Resource/Download/beeb36ce-85bc-4df4-82c6-73dd63ab4813
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Det er det næstbedste Q1 resultat nogensinde.
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The average time charter equivalent (TCE) rate on load to discharge basis was $58,379/day compared to $46,478/day for the fourth quarter 2022, slightly ahead of guidance of $58,000/day. The TCE basis discharge-to-discharge was $55,479/day. The TCE rate of $58,379 includes FFA and bunker hedges representing a negative tce of $3,700/day.
- For the first quarter, we had a TC coverage of 41% at an average TCE rate of $40,000/day and spot voyages of 59% at $71,000/day.
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Daily operating expenses (OPEX) were $8,626/day, compared to $8,738/day in the fourth quarter of 2022.
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Net profit of $36.3 million compared to $34.7 million for the fourth quarter 2022, or earnings per share of 47 cents compared to 45 cents for the fourth quarter.
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During the quarter, the Company paid $0.50 in dividend, or $38.3 million, for the fourth quarter 2022.
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- During the first quarter of 2023, the Company took delivery of VLGC Avance Rigel, the third of its six 91,000 cbm VLGC newbuildings from Deawoo Shipyard in South Korea. Subsequently in May, the Company took delivery of VLGC Avance Avior, the fourth of its six 91,000 cbm from Hanwha Ocean Shipyard (previously named Deawoo) in South Korea.
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For the second quarter of 2023, we estimate a TCE rate for the quarter to be approximately $50,000/day on a discharge-to-discharge and load to discharge basis.
- The board declared a dividend of $0.50 per share or $38.3 million for the first quarter 2023.
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