reports
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
GOGL – Invitation to presentation of Q3 2024 Results
GOGL – Invitation to presentation of Q3 2024 Results Golden Ocean Group Limited (the “Company”) will publish its financial results for the third quarter of 2024 on Wednesday November 27, 2024. In connection with the release, a conference call and webcast will be held as described below: Conference call and webcastA conference call will be held at 2:30 P.M. CET (8:30 A.M. New York Time) on Wednesday November 27, 2024. The presentation will be available for download from the Investor Relations section at (under "Presentations") prior to the conference call/webcast. In order to listen to t...
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- Jørgen Lian
Wallenius Wilhelmsen ASA Minor model adjustments
We have updated our estimates owing to Wallenius Wilhelmsen’s Q3 results, which were broadly in line with our estimates and prompted limited underlying revisions. Hence, we continue to see considerable cash flow inbound (NOK62/share FCFE for 2025–2026e and NOK29/share excess long-term cash) that should be directed towards attractive shareholder returns in the years ahead, as we expect contracts to be renewed at better rates with decent visibility. We do not consider these changes to be material,...
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- Jørgen Lian
Höegh Autoliners ASA Minor model adjustments
We have reduced our Q4 2024 and 2025 adj. EBITDA estimates slightly in light of the Q3 report. We do not consider these changes to be material, and we have not changed our BUY recommendation. We have raised our target price to NOK152 (149). We find yesterday’s share-price reaction a reflection of overall deteriorating sentiment across the shipping sector, but believe the muted guidance should prompt downward revisions to a perhaps overly optimistic consensus. Still, potentially lasting cash flow...
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- Jørgen Lian
Höegh Autoliners ASA Minor model adjustments
We have updated our estimates, owing to the monthly trading updates from the company and other minor forecast changes. Stronger freight rates were mostly offset by lower volumes, and imply limited changes to our forecasts and valuation. Headline revenues have been pre-announced and leave limited potential for surprises (mainly on the cost side), in our view. However, cash proceeds from the sale of two vessels in Q3 leave scope for a meaningful dividend, and we forecast USD1.45/share versus conse...
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
GOGL – Renewal of share buy-back program
GOGL – Renewal of share buy-back program Reference is made to the announcement by the Board of Directors in Golden Ocean Group Limited (OSE/NASDAQ: GOGL) dated 4 October 2022 and 3 October 2023 regarding the establishment and renewal of a share buy-back program. The Company has repurchased a total of 1,507,328 shares under the program for a total consideration of $11,629,758. A total of 741,900 shares have been repurchased at average price of $7.84 per share at Nasdaq and 765,428 shares have been repurchased at an average price of NOK 81.2 at Oslo Stock Exchange. The Board of D...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
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- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
- ABGSC Strategy Research
- Bengt Jonassen
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
- ABGSC Shipping & Transport Research
- Martin Mauseth
- Oliver Dunvold
- Petter Haugen
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