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Cobas AM: Nueva Gestora de Francisco García Paramés

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#128377

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

El premio está en 2023 pero hasta ahí es como un Tullow con montones de riesgos. Le han metido un -50% en poco más de un mes.

Herencia de Andrés Allende.

Freedom is driven by determination

#128378

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

 

Teekay Tankers Ltd. Reports Second Quarter 2021 Results

Aug. 05, 2021 2:00 AM ETTeekay Tankers Ltd. (TNK)
Highlights

  • Reported GAAP net loss of $129.1 million, or $3.83 per share; and adjusted net loss(1) of $41.5 million, or $1.23 per share, in the second quarter of 2021 (excluding $86.7 million of vessel write-downs and other items listed in Appendix A to this release).
  • In May 2021, Teekay Tankers (TNK) repurchased two vessels with $57 million of existing liquidity that were previously under higher-cost sale-leaseback financings and therefore are currently unencumbered. Six additional vessels under similar sale-leaseback financings are scheduled to be repurchased in September 2021.
  • Teekay Tankers has signed term sheets to refinance the above-mentioned vessels with lower-cost sale-leaseback financings, which are expected to be completed in the third quarter of 2021.
  • Counter-cyclically in-chartered three Aframax-sized vessels for periods of 18 to 24 months, plus extension options.
  • Strong balance sheet with a pro forma liquidity position of approximately $274 million(3) and net debt to capitalization(4) of 36 percent as at June 30, 2021.
 
Las cuentas están muy malitas, a pulmón no pueden y basta el ejemplo de los S&LB esperados para el Q3. 

Freedom is driven by determination

#128379

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

 

Teekay Corporation Reports Second Quarter 2021 Results

Aug. 05, 2021 2:00 AM ETTGP, TK...
Highlights

  • GAAP net loss attributable to shareholders of Teekay of $1.8 million, or $0.02 per share, and adjusted net income attributable to shareholders of Teekay(1) of $30 thousand in the second quarter of 2021 (excluding items listed in Appendix A to this release).
  • Total adjusted EBITDA(1) of $171.9 million in the second quarter of 2021.
  • Teekay Parent reduced its asset retirement obligation (ARO) associated with the Banff FPSO by approximately $33 million in the second quarter of 2021.
  • Teekay LNG’s LNG fleet is 98 percent fixed for the remainder of 2021 and 89 percent fixed for 2022.
  • Teekay Tankers (TNK) counter-cyclically in-chartered three Aframax-sized vessels for periods of 18 to 24 months, plus extension options.
 

Freedom is driven by determination

#128380

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

 

Teekay LNG Partners Reports Second Quarter 2021 Results

Aug. 05, 2021 2:00 AM ETTeekay LNG Partners L.P. (TGP)
Highlights

  • GAAP net income attributable to the partners and preferred unitholders of $53.3 million and GAAP net income per common unit of $0.53 in the second quarter of 2021.
  • Adjusted net income(1) attributable to the partners and preferred unitholders of $57.0 million and adjusted net income per common unit of $0.57 in the second quarter of 2021 (excluding other items listed in Appendix A to this release).
  • Total adjusted EBITDA(1) of $183.5 million in the second quarter of 2021.
  • The Partnership’s LNG fleet is 98 percent fixed for the remainder of 2021, and 89 percent fixed for 2022.
  • Current strong LNG shipping fundamentals expected to persist into 2022.
 

Freedom is driven by determination

#128381

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

Y para TNK pinta bastante mal para el Q3

 “The tanker market weakened further early in the third quarter of 2021, particularly affecting our Suezmax tanker segment due to the timing of repositioning unfixed vessels. While the repositionings should optimize earnings for the full quarter, we have incurred additional bunker fuel expenses in the short-term, resulting in a lower reported third quarter to-date TCE rate,” 

Freedom is driven by determination

#128382

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

Y está claro que no van a poder con los S&LB a pulmón

 “The Company has a strong financial position with pro forma liquidity of approximately $274 million(1) and net debt to capitalization of 36 percent at the end of the second quarter of 2021,” commented Mr. Mackay. “As previously announced, we declared purchase options for a total of eight vessels on higher-cost sale-leaseback financings for a total of $185 million, two of which closed in May 2021. We have now signed term sheets for new lower-cost sale-leaseback financings for these eight vessels, totaling $142 million, which are expected to close in the third quarter of 2021 and result in interest expense savings for the first 12 months of approximately $11 million(2).” 

Freedom is driven by determination

#128383

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

El único rayo de sol

 Higher steel prices have also led to an increase in tanker scrap values, which are currently at a 10-year high. This has led to an increase in tanker scrapping, with 6.6 million deadweight tons (mdwt) removed in 2021 year-to-date versus 3.5 mdwt and 3.4 mdwt in all of 2020 and 2019, respectively, and on an annualized basis, is also running ahead of the 20-year historical average of 9 mdwt per year. The combination of a relatively small tanker orderbook, low levels of new tanker orders, and increased scrapping are expected to keep tanker fleet growth at relatively low levels over the next two to three years. 

Freedom is driven by determination

#128384

Re: Cobas AM: Nueva Gestora de Francisco García Paramés

TK se ha atrevido a poner un SOTP en la presentación de resultados

Freedom is driven by determination

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