España
Tengan cautela,
el bumper J. Mintzmeir ha sacado un rato un artículo bullish sobre DLNG y dada la poca liquidez del valor, la ha subido un 4%.
Hace poco hizo lo mismo con NMM y ya está a los precios pre-bump.
Freedom is driven by determination
TGP,
Cobas ha comprado un +50% de acciones de TGP en los últimos 12 meses.
Lo estan haciendo para mantener su peso en el fondo.
Esperaba que lo aumentaran más pero está claro que FGP sigue empecinado creyente en la tesis de los IDRs de TK.
Freedom is driven by determination
TK,
cobas igualmente ha incrementado un 50% las acciones en los últimos 12 meses. Justo para mantener el peso en los fondos.
Freedom is driven by determination
Scorpio Tankers parece ser la tanquera de moda para los value españoles. Todo dios la quiere en cartera.
Aquí dejo su earnings call:
Emanuele Lauro
Thank you, Brian. Welcome to the all and thank you for being with us today. Our results this morning bare testament to the ongoing difficult market in product tankers. The market remains soft. All that I can say is that in similarity with many of you, we remain focused on the significant secular shift that the IMO 2020 legislation would provide.
Much remains unclear however, this is undeniably an exciting backdrop for the world’s largest provider of seaborne ton mile to refined product markets. And in the meantime, our chattering group continues to work hard with the fleet to deliver value with our modern tonnage and spot market exposure.
This quarter has also seen important developments in the financing side. We discussed this in depth at our last quarterly earnings call and we have delivered a new bank and sale leaseback financings. This has greatly improved our liquidity and it gives us the confidence we can weather the storm, as well as positive support from important long-term banking partners, we have welcomed new lenders and sale and leaseback providers to our capital structure.
We were also able to swap a significant portion of our 2019 convertible bond into 2022 maturity through a voluntary exchange offer. Taken together, these measures have raised over $0.5 billion in liquidity, extrapolating the current market softness, this provides an ample cushion of liquidity.
Put differently as management, we are most excited about the evolution of the market towards January 2020. The financing initiatives undertaken in this quarter mean that we know we will get there.
My remarks are over. Operator, we can turn the call to questions.
Y se acabó. A partir de ahí pasa al turno de preguntas.
Jajaja que cojones tienen los tíos.
Freedom is driven by determination
Un verdadero misterio lo de Tanaka
TNK por el retrete en los 97 centavos.
El tiempo pasa y lo escrito queda escrito. Hace justo 2 años, J. Mintzmeir hacía una call poniendo un precio objetivo fácil en los 8$ por acción.
TK va a tener que tener mano ahí y ampliar su posición en el accionariado.
Freedom is driven by determination
Hola Piter. Yo comenté lo del tema de la financiación. Me preocupa un poco sobre todo el tema de la entrega de acciones
Pero vamos, que ya he dicho que me parece muy interesante. La estoy siguiendo y buscando información y me gustaría entrar.
Para los que llevamos la minera de diamantes, parece que no se han salido y que han acudido a la AK.