Oaktree bajeriai su EGLE, paskelbė apie pasitraukimą, kaina buvo jau nubalnota iki 46.70
tai važiavo dar iki 43...

tipo bando atšokti dabar, bet tikėjimo visai nebėra, bent jau pas mane

NETI įdomus,
https://www.eneti-inc.com/investor-center/

"Nessie" galės pačias galingiausias jėgaines statyti,
na ir pirmas kontraktas įspūdingas $280'000/Day, tik laukti ilgai, 1H2025..

Klaustukai,
- Marubeni ko taip pigiai paskutinius atidavė (po $8.90)
- Kontrakto statomam "Siren" nėra, kodėl?
- Finansavimo nėra, derybos su bankais stringa?

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Dar siek tiek skaitiniu ta pacia Oaktree nuotykiu tema link

stebim... TRMD, SBLK ir EGLE - visi po radaru.
Oaktree privalės pranešti pozicijas 2023-03-31 datai iki penktadienio.

p.s.
paskubėjau, +45 dienos juk...

Taip, as irgi manau, kad vejo jegainiu kontraktoriai yra idomesne ir galbut gudresne investicija nei iprastos su vejo energija dirbancios bendroves, kaip Vestas, Siemens, Ørsted ar Ignitis.
Idomus maluneliu instaliatoriai prie Europos krantu yra Cadeler: https://www.cadeler.com/en/investor-relations/. Kiek pamenu, Amerikos pakrantes darbams laivu jie neturi. Cia jau Maersk, todel tarpusavyje jie kaip ir nekonkurentai. Apskritai, idomu, kaip tie visi smulkus nauji bizneliai atsispindes bendroje Maersk ataskaitoje. Galbut vienas is globaliu nezinomuju siu bendroviu ateityje bus konkurencija. Nes is principo naftos grezejai - tai kaip ir panasu. Nebent vejininku patirties privalumas tas, kad jie yra prigreze daugiau skyliu.

su USA nėra paprasta, ten galioja toks Jones Act,
https://www.investopedia.com/terms/j/jonesact.asp

todėl ten nėra konkurencijos iš išorės,
todėl ir gyvuoja tokios kompanijos kaip Matson (MATX) be konkurencijos šimtą metų.

Dėl vėjo jėgainių USA reikia papildomai domėtis,
bet įtariu ten su elektra nėra taip blogai kaip pas mus Europoje,
ir tikėtina kad Shipping kompanija turi pilnai atitikti tą Jones Act'ą...
tada ne viskas taip paprasta

Tikrai taip. Cia painu, tik zinau, kad Maersk Supply darbuojasi Amerikos rinkoje: https://www.maersksupplyservice.com/2022/03/29/maersk-supply-service-to-construct-pioneering-wind-installation-vessel/ Apskritai, sitas sektorius turi savu niuansu, reikalaujanciu isigilinimo. Ir jiems truksta laivu, kuriuos tenka finansuoti dabartiniu palukanu normu kontekste.

na galiu pridėti kad pajamos pas Maersk iš šio serviso ~0.1% turbūt
Maersk visų pirma konteinerių pervežimai su dideliu shiftu tapti visavertė globalia logistikos paslaugų teikėja.
Daug rizikų čia, kad nepavyks, ir t.t. nes jau tokių šleivų bandymų buvo via DAMCO..
Na ir jų strategija dėl naujų laivų statybos super įdomi, viskas ant metanolio,
iš kur tik kuro gaus kai tie laivai bus pastatyti... klausimas ne už milijonus, bet už milijardus.

Priest, ką manai apie TRMD?

Ką aš manau turėtų mažiausiai dominti, nes mano nepataikymo lygis viršija visas įmanomas ribas.

Šiaip kiek vartau SA, tai neatrodo TRMD pervertintas peers'ų atžvilgiu,
na ir rekomendacijų kad TRMD - Top Pick'as yra,
https://seekingalpha.com/article/4593817-top-stock-to-buy-now-torm-plc

Kas tikrai gerai, kad skola maža, ir jeigu Oaktree kaip pagridinis akcininkas, paskelbė kad atšaukia pardavimą,
tai melžimas DIV'ais labai labai tikėtinas, ką rašė kolega - NoProfitInvest

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20230416 - TRMD vs STNG, FRO, EURN.pdf (192 kB, 70 Kartai)

Manau, apibendrinimas galetu buti toks. 2023-2025 galime tiketis, kad superciklas tesis, ir Torm kaip bendrove laikysis puikiai, uzdirbs kalnus ir dosniai dalinsis dividendais. Svarbu pridurti, jei ekonomines salygos isliks tos pacios, t.y. neuzgrius ziauri recesija, isliks naftos produktu poreikis, stebuklingu budu neivyks Rusijos demokratine transformacija ir nebus atnaujintas tiekimas vakaru salims vamzdynais, etc..
Taip pat investuotojai tikisi, kad bendrove laikysis finansines disciplinos, ir tai kolkas sekasi neblogai. Isigyta keletas senu laivu, kas is principo nekeicia pasiulos/paklausos santykio. Taciau zinome, kad istoriskai Torm tokia disciplina nevisada pasizymejo.
Kita vertus. Faktas tas, kad TRMD ir apskritai produktu tankeriu akciju kursas augo apie 300%. Tad investave 2020, taip pat ir musu aptarti sunkiasvoriai kapitalo fondai, anksciau ar veliau pasiims pelna. O siame laikotarpyje i TRMD iejo kolosaliai daug investuotoju, galima sakyti, tai kaip Maersk, - tautine akcija. Todel tiketina, kad likes upside potencialas cia yra gana ribotas. Pareto targetas TRMD praeita savaite buvo 278 DKK (siandien kursas 225), bet dazniausiai buna kazkur per viduri.
Jei siandien reiketu rinktis tarp Torm ir D/S Norden, as rinkciausi Norden, kurie yra perpus tankeriai/bulkeriai bei suzaidzia dar ir tuo, kad dalis laivyno yra nuomojama. Ten tokia idomi ekvilibristika.
Taip pat gali buti, kad zaliavines naftos gabentoju upside potencialas yra daugiau zadantis. Cia kalba apie Frontline ar Euronav.
Kaip bus nezino niekas.

AI apgauti neina...

is it possible that container shipping stocks like CMRE or DAC is better investment than tanker shipping stocks like STNG, EURN, FRO?

As an AI language model, I cannot provide investment advice, but I can provide you with some general information to help you make an informed decision.

Container shipping and tanker shipping are two different industries within the broader shipping sector, and each has its unique characteristics and factors that can affect their investment potential. Container shipping typically transports goods in large containers on container ships, while tanker shipping transports liquids such as oil and gas on tankers.

Container shipping and tanker shipping companies can be affected by different factors such as supply and demand, economic conditions, fuel prices, and global trade policies. In recent years, container shipping has generally been considered a more stable and profitable industry compared to tanker shipping due to factors such as higher demand for container shipping and lower vessel supply growth.

However, it's important to note that past performance is not a guarantee of future results, and each company within these industries has its unique characteristics and financial metrics that can affect its investment potential. Investors should consider a range of factors, including a company's financial health, earnings, revenue growth, cash flow, and debt, when evaluating its investment potential.

If you are interested in investing in the shipping industry, I recommend consulting a financial advisor who can provide you with personalized advice based on your investment goals and risk tolerance, as well as conduct a thorough analysis of the companies and industries you are considering.

AI...

What are the biggest risks in tanker shipping stocks like STNG, EUR, FRO, TRMD?

There are several risks associated with investing in tanker shipping stocks such as STNG, EURN, FRO, and TRMD. Some of the biggest risks include:

Market risks: The tanker shipping industry is highly cyclical and is heavily influenced by global economic conditions, trade policies, and changes in demand and supply of oil and other liquids. These factors can result in fluctuations in tanker rates, which can significantly affect the financial performance of tanker shipping companies.

Operational risks: Tanker shipping companies face operational risks such as accidents, piracy, and environmental regulations. Any incident can lead to significant losses in terms of revenue, reputation, and insurance claims.

Financial risks: Tanker shipping companies operate in a capital-intensive industry, and they require significant investments in vessels and infrastructure. The companies may face financial risks such as high levels of debt, financing costs, and interest rate risks.

Regulatory risks: Tanker shipping companies are subject to a range of regulations, including environmental regulations such as the International Maritime Organization's (IMO) regulations on sulfur emissions, and economic sanctions imposed by governments. Non-compliance with these regulations can result in fines, penalties, and legal liabilities.

Technological risks: Tanker shipping companies face technological risks, such as changes in vessel design and fuel efficiency. Companies that fail to keep up with new technology and industry trends risk losing market share and becoming less competitive.

It's important to note that these risks can vary among individual companies and can change over time. Therefore, investors should conduct thorough research and analysis of the companies they are considering investing in and should consult with a financial advisor to determine their investment goals and risk tolerance.

SFL div yield jau 10.5%... negi niekam neįdomu?

skola didelė bet ir Charter Backlog'as didelis
div po biški kelia vėl ir manau John Frederiksen melžimą tęs

TipRanks,
https://www.tipranks.com/news/article/sfl-stock-nysesfl-massive-10-5-yield-backed-by-long-term-charters

Seeking Alpha,
https://seekingalpha.com/article/4588927-sfl-stock-continues-increase-its-dividend-expect-more

"The share price drop, in combination with an increased dividend, has led to a dividend yield of 10.3%. This is very attractive income to lock in, especially when taking into account the following two factors:

The dividend is very well covered, in other words, it is sustainable.
The dividend is set to increase going forward, which translates into an ever-increasing yield on cost.

In this article, we will delve deeper into these factors. On February 15, SFL released Q4 2022 and full-year 2022 results. Throughout 2022, SFL was very active in building its portfolio through a combination of new long-term charters on existing vessels and new acquisitions. As a result, SFL added $1.5 billion to its fixed-rate charter backlog in 2022, increasing it to approximately $3.6 billion. Importantly, the weighted remaining charter term of 6.6 years adds tremendous cash flow visibility and ensures a stable model for many years to come.

This backlog has been secured with several investment-grade customers, including Volkswagen, Koch, and Exxon. No single customer represents more than 15% of contracted revenue, with the largest customers being Maersk (Rated Baa2 / BBB+), Hapag-Lloyd (Rated Ba2 / BB+), and Conoco Phillips (Rated A2 / A-). Also, the backlog is highly diversified, split between tankers, dry bulk carriers, containerships, car carriers, and energy assets. The composition of SFL's asset portfolio stands out when compared to other shipping companies, which have typically adopted a more focused, single-segment approach. Regarding the energy assets (offshore drilling rigs), it is worth noting that we have also put legacy issues behind us. The offshore drilling segment has been a drag on financials for many years following the 2014-16 oil crash as a result of fears around China back then. SFL has found employment for its rigs, including the Hercules contract with ExxonMobil Canada Ltd. for ~4.5 months, with start-up expected in Q2 2023. At least things are heading in the right direction."

TRMD pelnas kosminis, bet analitikai tikėjosi daugiau...

https://www.torm.com/investors/announcements/ir-releases/news-details/2023/Interim-results-for-the-first-quarter-2023/default.aspx

Pagal divu mokejimo istorija - jie sokinejantys, + nera nuoseklumo, mokant.
Tad...

tad, verta atsiversti SFL charter backlogą ir pasidaryti išvadas,
nes man primena ATCO (deja jau nupirktas, o toks perspektyvus cash machine buvo)

https://www.sflcorp.com/backlog/

pajamos fiksuotos daugeliui metų į priekį,

--Quote--

Business Update

As of December 31, 2022, and adjusted for subsequent transactions, the estimated fixed rate charter backlog from the Company’s fleet of 77 wholly or partly owned vessels and newbuildings under construction was approximately $3.6 billion with a weighted remaining charter term of 6.6 years.

Some of the charters include purchase options which, if exercised, may reduce the fixed rate charter backlog and the average remaining charter term, but will increase capital available for new investments. Additionally, several charters include a profit sharing feature that may improve SFL’s operating results.

Most of SFL’s vessels are employed on time charters where the Company is responsible for technical, operational, and commercial management. In addition, some vessels are employed on bareboat charters where the Company’s customers are responsible for these services.

--unQuote--

tai kad įdarbino rigą Hercules Kanadoje ir Namibijoje, man labai patinka.
tiesa to rig'o upgrade $80m kainavo, bet matyt vadovybė žino ką daro.
https://www.sflcorp.com/fleet/west-hercules/


na ir tikiuosi kad ir toliau mokės min 50% pelno DIV'ais

kaina nuvažiavus toli į pietus, kaip ir pas daug ką sektoriuje,
tik gal per daug?

EURN pamalonins akcininkus DIV'ais, tikėkimės tai tik pradžia

https://seekingalpha.com/news/3969987-euronav-proposes-180-dividend-per-share

SFL rezai Q1 pirmadienį, nieko stebuklingo nelaukiame, min 50% pelno DIVams tegul tik patvirtina

https://www.sflcorp.com/sfl-invitation-to-presentation-of-q1-2023-results/

SFL stebuklų 1Q nėra,

rig Hercules uppgrade suėdė visą pelną,
bet vadovybė ramina, nuo 3Q pagaliau ir čia bus rimtos pajamos.
https://ml-eu.globenewswire.com/Resource/Download/1a651c28-6a5b-4f36-947b-cb300f62d5fa

DIV paliko nepakeistus $0.24, yield jau 11%

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