Tanker markets and why International Seaways is almost as cheap as it's ever been

11 set 2024 · 43 min. 32 sec.

Descrizione

J https://seekingalpha.com/checkout/mp_316?avoid_pp=true&source=ie_podcast:tanker_markets_international_seaways_cheap talks to https://seekingalpha.com/symbol/INSW?source=ie_podcast:tanker_markets_international_seaways_cheap CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big...

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J Mintzmyer talks to International Seaways' CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big impact? (7:00) Libya, oil export disruptions and Russian sanctions (11:40). Risks and concerns about the tanker market (14:40). Positive orderbook, peaking global oil demand and large LR2 product orderbook (20:30). Fleet profile management, vessel renewals (25:00). Remarkable balance sheet improvement (29:20). Dividend payout policy strategizing, answering investors' frustrations (31:30). 30%+ discount - appetite for share repurchases? (37:45)

This is an excerpt from a recent Value Investor's Edge Live episode.

Episode transcripts

Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
OPEC again cuts global oil demand growth forecast
J Mintzmyer's Note Of Caution On Shipping

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Informazioni

Autore	Seeking Alpha
Organizzazione	Seeking Alpha
Sito	seekingalpha.com
Tag	#dividend #fleet #investing #mintzmyer #nav #seaways #shareholder #shipping #stocks #tankers #yield