Shipping — Februar 2023
-
BWLPG: Focus on dividends, soon to be net debt free…
• We expect EBITDA of USD 156m and EPS of USD 0.79 for Q4, from average
VLGC rates of ~USD 56,000/day. They are rumoured to have sold another 3x
older VLGCs in recent months – which would effectively make them debt free
by Q1. -
Expect focus on the expanding trading business – and potential
acquisitions. At USD 70,000/day in Q1 we could see them generate near USD
1/share of EPS there as well – and the majority of this should be paid out as
dividend. BW LPG’s NAV is now ~NOK 120 and with our revised estimates EPS
for 2023 would be USD 1.12 (roughly twice our November-22 estimate). -
With reports of dual-fuel newbuilds being delayed and some even struggling
with downtime upon delivery – the market outlook through Q2 looks strong
• While our Q1 estimate of USD 70,000/day looks fair, Q2 and Q3 of 30 –
25,000/day appear conservative – and although we still struggle to recall any
commodity shipping market that has successfully absorbed ~15% fleet growth
in ~12 months – it will take longer for the negativity to set in than we thought -
AH du betaler udbytteskat i Norge og DK. De tilbageholder 10% som er TRUKKET inden du modtager udbytte. De 10% skal du søge om at få tilbage og det er med 5 års tilbagevirkende kraft tror jeg. "Det er dog sådan, at Norge tilbageholder 25 procent, selvom du kun skal betale 15 procent i Norge. Differencen på 10 procent skal du tilbagesøge hos den norske stat"
-
https://dinfo.dk/udenlandsk-udbytteskat/ Scroll ned på siden, der er et link til Norge
-
Hvis AH siger han ikke betaler skat, så er det vel sådan.. men ellers, enig McJ.... kiggede på det for nogle år siden.. men orkede ikke at søge pengene tilbage med papir cirkus de sætter op (ubegribeligt.. man sku tro de ikke ved at computerne er opfundet i skat..). men har nu tænk at tage et par dage ud af kalenderen til sommer og få det gjort.. det er temmeligt mange penge, som både revisor og bank har forklaret en del gange efterhånden..
-
AH2005 du betaler dansk skat og ikke norsk skat da BW lpg er boside i Bermuda
-
Det vil sige at du får helle udbytte udbetalt. og her 13 Marts kommer skat 27 eller 42 % Haps.That´s a FACT
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind