Philip coombes

[HC Andersen Capital @HCA_Capital]

🚢NORDEN – Presentation of the annual report for 2024

Join NORDEN’s presentation of its annual results at 09:30 CET Thursday 6th February (in English), where CFO Martin Badsted will present the 2024 results, update the latest market developments, and share NORDEN’s outlook for the year ahead.

Link: https://t.co/DxqP0etPPx

Disclaimer: HC Andersen Capital receives payment from NORDEN for a Digital IR/Corporate Visibility subscription agreement.
$DNORD

[Philip coombes @philcoombe99]

@dezolex Hafnia CEO Mikael Skov will present the Q3 results giving private investors the opportunity to ask him questions this morning at 10:00 CET.

https://t.co/9ZbfJ1QQ3J

[Philip coombes @philcoombe99]

@BodenPJ Boozt vil afholde en præsentation af Q3-resultaterne for private investorer (på dansk) her kl. 10:00. Private investorer kan frit stille spørgsmål til Head of IR, Magnus Thorstholm Jensen.

https://t.co/ajxPIjaoJ6

[HC Andersen Capital @HCA_Capital]

🇩🇰Invitation til NORDENs Q3-regnskabspræsentation i morgen (på dansk)

Deltag d. 31. oktober kl. 9:30, hvor CFO Martin Badsted gennemgår NORDENs Q3 2024-resultater.
Få indsigt i deres seneste guidance og nylige skibssalg.
Du kan allerede nu indsende dine spørgsmål og behøver ikke deltage live for at gøre det!

💼 Tilmeld dig og send dine spørgsmål her: https://t.co/yKffEFQSNK

Disclaimer: HC Andersen Capital modtager betaling fra NORDEN for en Digital IR/Corporate Visibility abonnementsaftale.
$DNORD

[Philip coombes @philcoombe99]

RT @HCA_Capital: 🚢Deltag i TORMs præsentation af Q2 2024 senere i dag kl. 16:00 CET

Resultatet for 2. kvartal, som blev offentliggjort her…

[Philip coombes @philcoombe99]

@ed_fin Mikael Skov presenting Q4 2023 for private investors at 13:00 CET today

https://t.co/2v2def7FU5

[HC Andersen Capital @HCA_Capital]

1/4
🚢Next week leading product tanker companies Hafnia and TORM will report their full year 2023 earnings, and the management teams of both companies will host an earnings presentation open to all investors.
https://t.co/Z7IvzVDSh9

https://t.co/3YYdI1lwbn
$HAFNI $TORM

[HC Andersen Capital @HCA_Capital]

🚢The product tanker market – A contrast to containers

The video investigates the product tanker supply and demand conditions, the impact of the Red Sea conflict, current valuations, and a comparison to the container market⛴️
https://t.co/Z7IvzVDSh9

https://t.co/Pz4f7kmye2

[Philip coombes @philcoombe99]

They are opening their insights to all investors and not just institutions, providing unique access to management for their entire investor base. A very positive development for the market, in my opinion.

#shipping #suezcanal #RedSea

[Philip coombes @philcoombe99]

NORDEN, TORM, and Hafnia are expanding their earnings calls to include private investors this earnings season. All will host separate earnings calls with open opportunity for all investors to ask questions directly to the management teams.

Details below...

$DNORD $TRMD $HANFI

[Philip coombes @philcoombe99]

Hafnia CEO Mikael Skov will also present its annual results around the time of the report (in English), scheduled for 27.03.2024 (date and time TBC).

Hafnia’s previous Q3 2023 presentation can be found here: https://t.co/KedQmnqeTT

[HC Andersen Capital @HCA_Capital]

🇩🇰TORM (One-Pager): Continuing structural support in the product tanker market

The One-pager provides perspectives on key investment risks and key investment reasons, as well as its relative valuation against a peer group

https://t.co/Z7IvzVDSh9

https://t.co/Gd56KkUVNN
$TRMD A

[Philip coombes @philcoombe99]

@ed_fin @CpAHaddock Hi Ed, and yes must've been an error in translation, the extraordinary dividend was DKK 10 per share rather than USD, yielding approx 3%

[Philip coombes @philcoombe99]

@KasperLihn Var faldet sidste år mere drevet af likviditet eller indtjening?

Powell indikerede i går, at likviditeten måske er ved at blive bedre...

[Philip coombes @philcoombe99]

13/ and how flows and fleet compositions have changed. (Aframax is the primary vessel size used by Russia to export via the Baltic Sea).

https://t.co/UATmEWw9ud

[Matthew Pines @matthew_pines]

“The fleet Russia can use to dodge the price cap now counts ~360 ships, equivalent to 16% of the global crude tanker inventory. Were all Western ships to shun Russian crude barrels, the shadow fleet would still be sufficient to keep RU’s crude exports flowing at current levels.”

[Philip coombes @philcoombe99]

1/ The product tanker market is on the edge of its seat ahead of the EU and G7's ban on Russian clean oil products. Follow this thread to understand what's going on.

[Philip coombes @philcoombe99]

12/ an additional article on the black fleet operations

https://t.co/zLsTew1Guw