Ovo je čudno, a vezano uz Cape-ove.
Narasli su od jučer za 25 $, a index BCI u minusu 11 bodova…hmmm
nije čudno nego je greška
Q4 2016 Diana Shipping Inc Earnings Call
Athens Feb 14, 2017 (Thomson StreetEvents) — Edited Transcript of Diana Shipping Inc earnings conference call or presentation Tuesday, February 14, 2017 at 1:00:00pm GMT
TEXT version of Transcript
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Corporate Participants
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* Simeon Palios
Diana Shipping, Inc. – CEO
* Ed Nebb
Diana Shipping, Inc. – IR, Comm-Counsellors, LLC
* Anastasios Margaronis
Diana Shipping, Inc. – President
* Andreas Michalopoulos
Diana Shipping, Inc. – CFO
* Ioannis Zafirakis
Diana Shipping, Inc. – COO & Secretary
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Conference Call Participants
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* Amit Mehrotra
Deutsche Bank – Analyst
* Ben Friedman
Morgan Stanley & Co. LLC – Analyst
* Spiro Dounis
UBS Securities LLC – Analyst
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Presentation
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Operator [1]
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Greetings and welcome to the Diana Shipping’s Fourth Quarter 2016 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. (Operator Instructions) As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Ed Nebb, Investor Relations for Diana Shipping. Please go ahead, sir.
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Ed Nebb, Diana Shipping, Inc. – IR, Comm-Counsellors, LLC [2]
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Thank you, Kevin. Thanks to all of you for joining us today. The members of the Diana Shipping management team who are with us include Mr. Simeon Palios, Chairman and Chief Executive Officer; Mr. Anastasios Margaronis, President; Mr. Andreas Michalopoulos, Chief Financial Officer; Mr. Ioannis Zafirakis, Chief Operating Officer and Secretary; and Ms. Maria Dede, Chief Accounting Officer.
Before management’s remarks, let me remind you of the Safe Harbor notice. Certain statements made during this conference call, which are not historical fact, are forward-looking statements under the Safe Harbor provisions of the Private Securities Litigation Reform Act. Forward-looking statements are based on assumptions, expectations or beliefs that may or may not prove accurate. For a description of the risks, uncertainties and other factors that may cause future results to differ from the forward-looking statements, please refer to the Company’s filings with the SEC.
And with that, let me turn the call over to Mr. Simeon Palios, Chairman and CEO of Diana Shipping.
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Simeon Palios, Diana Shipping, Inc. – CEO [3]
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Thank you, Ed. Good morning and thank you for joining us today to discuss the results of Diana Shipping Inc., for the fourth quarter and full-year 2016. In a dry bulk marketplace that remains challenging, we continue to manage the Company to maintain our financial strength and operational flexibility, while positioning our business for the long term. To review our financial results, the Company reported a net loss of $23.3 million and the net loss attributed to common shareholders of $24.7 million for the fourth quarter of 2016. This compares to a net loss of $22.5 million and a net loss attributed to common stockholders of $23.9 million for the fourth quarter of 2015.
For the full-year 2016, the net loss and net loss attributed to common stockholders amounted to $164.2 million and $170 million, respectively. Of that, $56.5 million related to loss and impairment of our investment in Diana Containerships Inc. This compares to a net loss and net loss attributed to common stockholders of $64.7 million and $70.5 million, respectively for 2015.
Time charter revenues were $28 million for the fourth quarter of 2016, compared to $38.3 million for the same quarter of 2015. Time charter revenues were $114.3 million for 2016, compared to $157.7 million for 2015.
http://finance.yahoo.com/quote/DSX?ltr=1
jako zanimljivo…po meni najbolja i najjača svjetska brodarska dionica kojom se trguje ( naravno da je imam)
Steta bi ju bilo ne imat! P/E -1.88 ( dvi takve godine i sprze svoju vrijednost na burzi), EBITDA negativna! Dividend yield korektan, 0%! Svakako best buy na ZSE!
Al najvaznije da nema straha od istiskivanja!
http://finance.yahoo.com/quote/EGLE?ltr=1 ( također imam)
Interesantno je to da su u zadnaa tri mjeseca narasli i DSX i NM po 30%.
Nikakve analize neću postati jer analize i predviđanja su uglavnom naručene.
Prateći malo market vani te forume nevjerojatno mi je da su svi toliko bullish na brodski market.
Hoću reći u tolikoj mjeri koju nisam vidio od 2005 ( kada su neki od korisnika ovog foruma koji su pročitali puno knjiga tada čitali još erotiku u WC-u)
Evo konacno pravog ikreta.
Capovi rastu po 16%…super po 3%
Bdi po 3%..
Necu biti skroman jer ocekujem tek rast indexa po 10-20% dvevno i ovo je tek pocetak.
Al ce se dimit vec slijedeci tjedan.
drago mi je da su cape-ovi krenuli (iako očekivano, jer su u zadnje vrijeme tako žestoko padali, da je to bio pravi masakr) .ono što možemo očekivati (barem kratkoročno) je rast bdi-a pretežno na račun cape-ova ,ali , naravno ni ostale kategorije neće ostati imune .ukratko, slijedi jedan kratkoročni oporavak koji bi mogao donijeti koju kunu više na saldu.
MSI :
za cape-ove :
MSI expects ore trade to be weak until May, keeping downwards pressure on earnings despite a marginal fall in the fleet size as demolitions more than offset deliveries. In MSI’s short term outlook, Cape rates will remain below $8,000/day for the whole of Q1 and Q2.
( sa ovim se ne bi složio , mislim da su preoprezni u projekcijama )
za panamaxe :
“MSI’s short term forecast for Panamax earnings is tied to a highly uncertain outlook for coal trade this year, which depends on two key factors: Chinese government policy on the one hand (particularly with regards to domestic production), and the performance of Coal India on the other. However, anecdotal evidence from traders suggest stronger US coal exports will continue for the next three months at least, and MSI is relatively more positive for Panamax spot rates,” adds Fray.