http://www.lloydslistintelligence.com/llint/tankers/baltic-index.htm;jsessionid=CBA831BFF8748D23663B00FEEF983050

Gabenimo indeksai rodo atsokima, paemiau nedideli kieki paspekuliavimui. Arteja ketvircio rezu skelbimas, gal ka eis isspaust is OMXR lavonu.

II ketvirtis superinis tanklaivių laivybos bendrovėms, ir kartu LSC. III ketvirčio rezultatai turėtų būti dar geresni, nes tanklaivių įkainiai III ketv. didesni nei II ketv.

The Latvian Shipping Company and its subsidiaries (LSC Group) revenue for Q2 2015 was USD 45,81 million with a stable net voyage result for the period of USD 41,00 million.

The net profit for Q2 2015 was USD 8,85 million. Fleet operating profit was USD 26,93 million in Q2 2015 – higher than the same period in the previous year (USD 23,69 million).

https://newsclient.omxgroup.com/cdsPublic/viewDisclosure.action?disclosureId=673787&messageId=839704

Estai toliau patyliukais siurbia LSC akcijas

http://globenewswire.com/news-release/2015/08/31/764630/0/en/Transactions-reported-by-AS-Latvijas-kuģniecība-insider.html

LSC1R Italian man still is collecting serious packs , is it some inside info?
And VNF1R is starting upside trend, with impressive +
Both of them has big difference in BV ,also PE is nice)

I would say that at this point LSC1R share price appreciation is not related with rally in VNF1R position where possible tender offer is pushing the price higher. The rise in LSC1R share price started with some gap when time and spot charter rates increased severely after collapse in oil price. The whole product, chemical, crude oil shipping industry is earning massive profits, rates are at 7 yrs high. So LSC1R share price increase is related with cheap fundamentals and very good situation in the sector. Plus, shares are trading at around half of book value like you mentioned while peers are trading at around P/BV 1.

Just in 1 month LSC1R share price increased by 15% and most of the purchases are from LHV.

Jei Ventspils nafta pasitrauks iš biržos (link ko ir einama artimiausiu metu), tada kam biržoje laikyti ir Latvijas Kugnieciba. P/BV 0,63, tad jei būtų akcijų supirkimas, yra daug erdvės kilti, galimi viražai kaip su VNF1R. Tik Latvijas Kugnieciba atveju yra viena kliūtis, kuri prailgintų pasitraukimą iš biržos, t.y. valstybė per kažkokią savo agentūrą valdo apie 10 % akcijų, tad norint pasiekti 95%, reikėtų laukti akcijų pardavimo aukcione, arba derėtis su valstybe tiesiogiai.

Įdomu, ar akcininkas pajėgtų sukrapštyti ~70M EUR akcijų supirkimui.

About LSC and VNF

http://www.naudaslietas.lv/2015/10/vitol/

OK, so idea from the article is that Vitol and Italian guy had done business together before and Vitol might be indirectly buying LSC shares via this Italian.

https://newsclient.omxgroup.com/cdsPublic/viewDisclosure.action?disclosureId=679214&messageId=847106

They are really planning to do something..

Unbelievable month for tanker rates, especially for bigger ones like VLCC, Suezmaxx. VLCC doubled just in 1 month reaching highest level in 7 years. MR and Handy are trying to catch up too. 2015 is the year of tanker shipping industry.

PLease, share the link

If you want exposure to VLCC and Suezmaxx, companies like NAT:US or FRO:US, EURN:US are direct plays. LSC1R have MR and Handy tankers.
http://finance.yahoo.com/news/vlcc-rates-rise-127-month-165912879.html

Scenarijus pildosi, LSC akcijos raliuoja

Ralis tesiasi, uzpirkau truputi po 0,548.

Labai idomi informacija 2015 3q ataskaitoje

"LSC management intends to propose a material increase in the company’s share capital in order to cover shipping debt obligations becoming due in 2016/2017. Supervisory council and shareholder meeting clearance would be required. The potential timing presently envisaged would be during the first half of calendar 2016 once the audited annual accounts are available."

Ka sita informacia reiskia smulkiesiems laukiantiems akciju supirkimo? paskaiciuokim

2014 metineje ataskaitoje surasyta, kad LSC tures grazinti
2016 59.1 mUSD
2017 132.1 mUSD
Viso 191.2mUSD

normalus imones veiklos pinigu srautas per metus apie 40-50mUSD. tai reiskia pritruks apie 100mUSD, ty apie 90mEUR

imones kapitalas 200m akciju po 0.3EUR
vadovybe apsiulys akcijas platinti uz nomila suteikiant pirmumo teise esamiems akcininkams, tad tam kad pritrauktu 90mEUR, reikes isplatinti 300m akciju

po platinimo imones akcininis kapitas bus 150mEUS (viso 500m akciju) ir apie 100mEUR sukaupto pelno (siuo metu yra 88, bet manau per kelis ketvircius dar uzdirbs), tai viso nuosavas kapitalas bus 250mEUR. ty akcijos buhalterine verte bus 0.5 EUR

kadangi latvijos social sedurity agency platinime nedalyvaus, tai jos akcijas gales pirkti kiti akcininkai proporcingai ir tokiu budu Ventpils nafta perzengs 50% riba ir skelbs oficialu pasiulyma. o pagal latvijos istatymus sio siulymo kaina bus nemazesne kaip akcijos buhalterine verte

labai gudrus kontroliuojancio akcininko zingsnis sumazinantis akcijos buhalterine verte nuo 0.7 EUR dabar iki 0.5 EUR

tad vsi kurie laukia ispirkimo turetu paskaiciuoti !!!

Paskelbtame metinio akcininkų susirinkimo sprendimų projekte yra 5 punktas:

5. Increase of the share capital and amendments to the articles of association related to it.
1) To increase the share capital of joint stock company “Latvijas kuģniecība” by EUR 60’000’000 (sixty million euro) to EUR 120’000’000 (one hundred twenty million euro), by issuing 200 000 000 (two hundred million) bearer shares with nominal value of each share EUR 0.30 (thirty cents).

Spėju, kad naujas akcijas platins po 0,4-0,45 EUR, pritraukdami 80-90M EUR. Taip pat gali būti, kad pirmumo teisė bus suteikta esamiems LSC akcininkams.

Notification on the convocation of the Annual Shareholders’ Meeting of joint stock company “Latvijas kuģniecība”

Tai kad nelabai yra ką spėlioti, jau pernai pasakė, kad bus dvigubinamas įstatinis ir didinamas nuosavas kapitalas 80mln. eurų. IPO po 0,4euro
http://www.nasdaqbaltic.com/market/?pg=news&news_id=281058

Robert Kirkup (LSC). About aging tankers, Preses Nams and the real prices

Kai kam pasisekė:
http://www.vz.lt/rinkos/akcijos-ir-obligacijos/2017/06/14/latvijas-kugnieciba-akcininku-persiskirstymas-uzdarbio-galimybe-smulkiesiems