reports
- Jørgen Lian
Safe Bulkers Minor model adjustments
We have updated our estimates, owing to the Q1 report and its updated contract backlog at healthy rates providing visibility on cash flows for the coming quarters. The market is still pricing Safe Bulkers at c50% of NAV, which screens at a noticeable discount to peers’ average P/NAV of ~0.8x. This, along with its contract portfolio, continues to provide relatively attractive exposure to the dry bulk segment, despite potential downside risk to demand on fundamental drivers in China (importer of ~...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Are the Lows "In" for this Pullback? While we are not yet out of the woods, we continue to see evidence that suggests the lows may be "in" for this pullback. Last week (4/23/24 Compass) we discussed the possibility that further downside was limited on the S&P 500 due to a multitude of reasons (SPX had simply filled 2/22/24 gap support that we had been discussing since late-February, Russell 2000 and Equal-Weighted S&P 500 were holding above key supports, short-term oversold conditions, subdued ...
SUM SUMMIT MATERIALS INC. CLASS A
MATX MATSON INC.
SBL SAFE BULKERS INC.
GNK GENCO SHIPPING & TRADING LTD.
LCM COSTAMARE INC.
MLM MARTIN MARIETTA MATERIALS INC.
AWC BROOK CROMPTON HOLDINGS
CENX CENTURY ALUMINUM COMPANY
KEX KIRBY CORPORATION
NMM NAVIOS MARITIME PARTNERS
GSL GLOBAL SHIP LEASE INC. CLASS A
VNC VRANCART
DAC DANAOS
KNF KNIFE RIVER CORPORATION
HSHP HIMALAYA SHIPPING LTD.
HWM HOWMET AEROSPACE INC COM
HALLADOR ENERGY COMPANY TO ANNOUNCE FIRST QUARTER 2024 RESULTS
HALLADOR ENERGY COMPANY TO ANNOUNCE FIRST QUARTER 2024 RESULTS TERRE HAUTE, Ind., April 30, 2024 (GLOBE NEWSWIRE) -- Hallador Energy announced today that the company's first quarter 2024 financial results will be released after the market closes on Monday, May 6, 2024. Hallador Energy will host a conference call to discuss its results on Tuesday, May 7, 2024, at 2:00 p.m. EST. The call will be webcast live on the company’s website at under events and will be available for a limited time. Earnings Conference Call and Webcast DetailsPARTICIPANT INFORMATION:Operator Assisted Dial-...
Safe Bulkers, Inc. Reports First Quarter 2024 Results and Declares Div...
Safe Bulkers, Inc. Reports First Quarter 2024 Results and Declares Dividend on Common Stock MONACO, April 29, 2024 (GLOBE NEWSWIRE) -- Safe Bulkers, Inc. (the “Company”) (NYSE: SB), an international provider of marine drybulk transportation services, announced today its unaudited financial results for the three month periods ended March 31, 2024. The Board of Directors of the Company also declared a cash dividend of $0.05 per share of outstanding common stock. Financial highlights In million U.S. Dollars except per share dataQ1 2024Q4 2023Q3 2023Q2 2023Q1 2023Net revenues81.782...
- Jørgen Lian
Yard response and dry bulk qualms
Our trip to South Korea and China revealed Chinese shipbuilders are seeking growth to take on Korea’s established yards who are facing constraints. An eagerness to add capacity is one of our takeaways, as well as a gloomy outlook for Chinese real estate, which in our view should inevitably weigh on dry bulk demand.
DHT DHT HOLDINGS INC.
SBL SAFE BULKERS INC.
LPG DORIAN LPG
GNK GENCO SHIPPING & TRADING LTD.
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
ODF ODFJELL ASA
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
WWI WILHELM WILHELMSEN HOLDING
SBLK STAR BULK CARRIERS CORP.
FRO FRONTLINE LTD.
G2O GOLAR LNG LIMITED
AMSC AMERICAN SHIPPING COMPANY ASA
SN6 STOLT-NIELSEN LTD.
BWLPG BW LPG LTD.
GOGLO GOLDEN OCEAN GROUP LTD
AVACF AVANCE GAS HOLDINGS LTD
HUNT HUNTER GROUP ASA
STNG SCORPIO TANKERS INC.
FLNG FLEX LNG LTD.
SFL SFL CORPORATION LIMITED
TNK TEEKAY TANKERS
2020 2020 BULKERS LTD
KCC KLAVENESS COMBINATION CARRIERS
EGLE EAGLE BULK SHIPPING
MPCC MPC CONTAINER SHIPS AS
HAUTO HOEGH AUTOLINERS ASA
WEST WESTERN BULK CHARTERING
HAFNI HAFNIA
COOL COOL COMPANY LTD.
HSHP HIMALAYA SHIPPING LTD.
Alliance Resource Partners, L.P. Reports Solid First Quarter Financial...
TULSA, Okla.--(BUSINESS WIRE)-- Alliance Resource Partners, L.P. (NASDAQ: ARLP) ("ARLP" or the "Partnership") today reported financial and operating results for the quarter ended March 31, 2024 (the "2024 Quarter"). This release includes comparisons of results to the quarter ended March 31, 2023 (the "2023 Quarter") and to the quarter ended December 31, 2023 (the "Sequential Quarter"). All references in the text of this release to "net income" refer to "net income attributable to ARLP." For a definition of EBITDA and related reconciliation to its comparable GAAP financial measure, please see t...
Alliance Resource Partners, L.P. Declares Quarterly Distribution of $0...
TULSA, Okla.--(BUSINESS WIRE)-- Alliance Resource Partners, L.P. (NASDAQ: ARLP) today announced that the Board of Directors of ARLP’s general partner approved a cash distribution to its unitholders for the quarter ended March 31, 2024 (the "2024 Quarter"). ARLP unitholders of record as of the close of trading on May 8, 2024 will receive a cash distribution for the 2024 Quarter of $0.70 per unit (an annualized rate of $2.80 per unit), payable on May 15, 2024. The announced distribution is consistent with the cash distributions of $0.70 per unit for the quarters ended March 31, 2023 and Decemb...
- Jørgen Lian
Safe Bulkers (Buy, TP: USD5.70) - Still discounted dry bulk exposure
The market is pricing Safe Bulkers at a ~50% discount to NAV, which we believe mitigates any potential vessel value risk and leaves a still-favourable risk/reward towards the dry bulk supply-side narrative. However, we find the recent dry bulk freight market strength counter to fundamental demand drivers in China (importer of ~75% of seaborne iron ore volumes and ~50% of overall volumes), and see some market downside risk near-term. Still, at today’s share price, we see an attractive 17% earning...
Safe Bulkers, Inc. Announces Agreement for the Acquisition of One Newb...
Safe Bulkers, Inc. Announces Agreement for the Acquisition of One Newbuild Japanese Kamsarmax Class Dry-bulk Vessel MONACO, April 26, 2024 (GLOBE NEWSWIRE) -- Safe Bulkers, Inc. (the Company) (NYSE: SB), an international provider of marine drybulk transportation services, announced today that it has entered into an agreement for the acquisition of a Japanese, 82,000 dwt, dry-bulk, Kamsarmax class vessel, with a scheduled delivery date within the fourth quarter of 2026. The newbuild vessel is designed to meet the Phase 3 requirements of Energy Efficiency Design Index related to the reduct...
Safe Bulkers, Inc. Sets Date for the First Quarter 2024 Results, Confe...
Safe Bulkers, Inc. Sets Date for the First Quarter 2024 Results, Conference Call, and Webcast Earnings Release: Monday, April 29, 2024, After Market Closes Conference Call and Webcast: Tuesday, April 30, 2024, at 10:00 A.M. Eastern Time MONACO, April 24, 2024 (GLOBE NEWSWIRE) -- Safe Bulkers, Inc. (the Company) (NYSE: SB), an international provider of marine drybulk transportation services, announced today that it will release its results for the first quarter ended March 31, 2024, after the market closes in New York on Monday, April 29, 2024. On Tuesday, April 30, 2024, at...
- Jonathan Moreland
MHLD MAIDEN HOLDINGS LTD.
HNRG HALLADOR ENERGY CO.
HOO HERBALIFE NUTRITION LTD.
DLTR DOLLAR TREE INC.
CRK COMSTOCK RESOURCES INC.
LULU LULULEMON ATHLETICA INC
RAIL FREIGHTCAR AMERICA INC.
ZUMZ ZUMIEZ INC.
TRT TRIO TECH INTERNATIONAL
GLQ CLOUGH GLOBAL EQUITY FUND
WDFC WD-40 COMPANY
AINC ASHFORD
BRT BRT APARTMENTS
ISDR ISSUER DIRECT CORP.
LOVE LOVESAC
CWEN CLEARWAY ENERGY INC. CLASS C
ORGO ORGANOGENESIS HOLDINGS (A)
HROW HARROW HEALTH INC.
LEGH LEGACY HOUSING CORP
REEMF RARE ELEMENT RESOURCES
AIM AIM IMMUNOTECH
DCTH DELCATH SYSTEMS
HGBL HERITAGE GLOBAL
NKTX NKARTA
EGLE EAGLE BULK SHIPPING
SOWG SOW GOOD INC.
PHX PANHANDLE OIL AND GAS INC
SMMT SUMMIT THERAPEUTICS INC
AUID IPSIDY INC.
FSBC FIVE STAR BANCORP
DERM JOURNEY MEDICAL CORP
LEE LEE ENTERPRISES INC
MPA BLACKROCK MUNIYIELD PENNSYLVANIA FD
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
TCBX THIRD COAST BANCSHARES INC
ASLE AERSALE CORP
AIKI AIKIDO PHARMA INC.
BUKS BUTLER NATIONAL CORP
MEGI MAINSTAY CBRE GBL INFRASTRUCTURE MEGATRENDS FD
NMAI NUVEEN MULTI-ASSET INCOME FUND
ACRV ACRIVON THERAPEUTICS INC
LSXMA LIBERTY SIRIUSXM GROUP
TISI TEAM INC.
CBSTF CANNABIST CO HOLDINGS INC.
TSVT 2SEVENTY BIO INC
ASGI ABERDEEN STANDARD GLOBAL INFRASTRUCTURE INCOME FUND
INTZ INTRUSION INC
PROP PRAIRIE OPERATING CO.
LGVN LONGEVERON INC
OCX ONCOCYTE CORPORATION
Euroseas Ltd. Announces A Time Charter Contract for its Feeder Contain...
Euroseas Ltd. Announces A Time Charter Contract for its Feeder Containership, M/V EM Hydra, and An Agreement To Sell its 2004-built 2,788 teu Feeder Containership, EM Astoria ATHENS, Greece, April 18, 2024 (GLOBE NEWSWIRE) -- Euroseas Ltd. (NASDAQ: ESEA, the “Company” or “Euroseas”), an owner and operator of container carrier vessels and provider of seaborne transportation for containerized cargoes, announced today a time charter contract for its 1,740 teu feeder containership, M/V EM Hydra, for a minimum period of ten to a maximum period of twelve months at the option of the charterer, a...
Star Bulk Carriers Corp: 1 director
A director at Star Bulk Carriers Corp sold 30,000 shares at 23.490USD and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...
Alliance Resource Partners, L.P. Announces First Quarter 2024 Earnings...
TULSA, Okla.--(BUSINESS WIRE)-- Alliance Resource Partners, L.P. (NASDAQ: ARLP) will report its first quarter 2024 financial results before the market opens on Monday, April 29, 2024. Alliance management will discuss these results during a conference call beginning at 10:00 a.m. Eastern that same day. To participate in the conference call, dial U.S. Toll Free (877) 407-0784 and request to be connected to the Alliance Resource Partners, L.P. earnings conference call. International callers should dial (201) 689-8560 and request to be connected to the same call. Investors may also listen to the...
- Jonathan Moreland
NEOG NEOGEN CORPORATION
MHLD MAIDEN HOLDINGS LTD.
HNRG HALLADOR ENERGY CO.
HOO HERBALIFE NUTRITION LTD.
GOGO GOGO INC.
DLTR DOLLAR TREE INC.
CRK COMSTOCK RESOURCES INC.
CPSI COMPUTER PROGRAMS & SYSTEMS INC.
LULU LULULEMON ATHLETICA INC
AAOI APPLIED OPTOELECTRONICS INC.
RAIL FREIGHTCAR AMERICA INC.
ZUMZ ZUMIEZ INC.
TRT TRIO TECH INTERNATIONAL
GLQ CLOUGH GLOBAL EQUITY FUND
BRT BRT APARTMENTS
VICI VICI PROPERTIES INC
STKS THE ONE GROUP HOSPITALITY INC.
ISDR ISSUER DIRECT CORP.
CWEN CLEARWAY ENERGY INC. CLASS C
ORGO ORGANOGENESIS HOLDINGS (A)
HROW HARROW HEALTH INC.
LEGH LEGACY HOUSING CORP
REEMF RARE ELEMENT RESOURCES
AIM AIM IMMUNOTECH
DCTH DELCATH SYSTEMS
HGBL HERITAGE GLOBAL
NKTX NKARTA
EGLE EAGLE BULK SHIPPING
SOWG SOW GOOD INC.
PHX PANHANDLE OIL AND GAS INC
SMMT SUMMIT THERAPEUTICS INC
FSBC FIVE STAR BANCORP
DERM JOURNEY MEDICAL CORP
LEE LEE ENTERPRISES INC
ACHR ARCHER AVIATION INC
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
TCBX THIRD COAST BANCSHARES INC
ASLE AERSALE CORP
AIKI AIKIDO PHARMA INC.
BUKS BUTLER NATIONAL CORP
MEGI MAINSTAY CBRE GBL INFRASTRUCTURE MEGATRENDS FD
NMAI NUVEEN MULTI-ASSET INCOME FUND
LSXMA LIBERTY SIRIUSXM GROUP
TISI TEAM INC.
CBSTF CANNABIST CO HOLDINGS INC.
TSVT 2SEVENTY BIO INC
ASGI ABERDEEN STANDARD GLOBAL INFRASTRUCTURE INCOME FUND
INTZ INTRUSION INC
PROP PRAIRIE OPERATING CO.
LGVN LONGEVERON INC
Star Bulk Completes Merger With Eagle Bulk
Star Bulk Completes Merger With Eagle Bulk ATHENS, Greece, April 09, 2024 (GLOBE NEWSWIRE) -- Star Bulk Carriers Corp. (“Star Bulk”) (Nasdaq: SBLK), a global shipping company focusing on the transportation of dry bulk cargoes, today announced that it has completed its merger with Eagle Bulk Shipping Inc. (“Eagle”). Under the terms of the merger agreement, each Eagle shareholder received 2.6211 shares of Star Bulk common stock for each share of Eagle common stock owned. Eagle common stock has ceased trading and will no longer be listed on the New York Stock Exchange. Petros Pappas, C...
- Jonathan Moreland
BRT BRT APARTMENTS
FPF FIRST TRUST INTERMEDIATE DURATION PREFERRED AND INCOME FUND
ZM ZOOM VIDEO COMMUNICATIONS
EGLE INC.
MPA EAGLE BULK SHIPPING
BUKS BLACKROCK MUNIYIELD PENNSYLVANIA FD
NPCT BUTLER NATIONAL CORP
ASGI NUVEEN CORE PLUS IMPACT FD
ABERDEEN STANDARD GLOBAL INFRASTRUCTURE INCOME FUND
- Jonathan Moreland
MHLD MAIDEN HOLDINGS LTD.
HNRG HALLADOR ENERGY CO.
HOO HERBALIFE NUTRITION LTD.
GOGO GOGO INC.
DLTR DOLLAR TREE INC.
CRK COMSTOCK RESOURCES INC.
CPSI COMPUTER PROGRAMS & SYSTEMS INC.
LULU LULULEMON ATHLETICA INC
AAOI APPLIED OPTOELECTRONICS INC.
GLQ CLOUGH GLOBAL EQUITY FUND
BRT BRT APARTMENTS
VICI VICI PROPERTIES INC
FPF FIRST TRUST INTERMEDIATE DURATION PREFERRED AND INCOME FUND
STKS THE ONE GROUP HOSPITALITY INC.
ISDR ISSUER DIRECT CORP.
CWEN CLEARWAY ENERGY INC. CLASS C
ORGO ORGANOGENESIS HOLDINGS (A)
HROW HARROW HEALTH INC.
LEGH LEGACY HOUSING CORP
REEMF RARE ELEMENT RESOURCES
AIM AIM IMMUNOTECH
DCTH DELCATH SYSTEMS
HGBL HERITAGE GLOBAL
NKTX NKARTA
EGLE EAGLE BULK SHIPPING
CSU CAPITAL SENIOR LIVING
SOWG SOW GOOD INC.
PHX PANHANDLE OIL AND GAS INC
SMMT SUMMIT THERAPEUTICS INC
MYO MYOMO
FSBC FIVE STAR BANCORP
GRPH GRAPHITE BIO
CLOV INC.
XERS CLOVER HEALTH INV CORP
DERM XERIS BIOPHARMA HLDGS INC
LEE JOURNEY MEDICAL CORP
ACHR LEE ENTERPRISES INC
FTHY ARCHER AVIATION INC
TCBX FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
ASLE THIRD COAST BANCSHARES INC
BUKS AERSALE CORP
MEGI BUTLER NATIONAL CORP
NMAI MAINSTAY CBRE GBL INFRASTRUCTURE MEGATRENDS FD
OABI NUVEEN MULTI-ASSET INCOME FUND
TISI OMNIAB INC
CBSTF TEAM INC.
TSVT CANNABIST CO HOLDINGS INC.
ASGI 2SEVENTY BIO INC
INTZ ABERDEEN STANDARD GLOBAL INFRASTRUCTURE INCOME FUND
INTRUSION INC
Safe Bulkers, Inc. Declares Quarterly Dividend on its 8.00% Series C C...
Safe Bulkers, Inc. Declares Quarterly Dividend on its 8.00% Series C Cumulative Redeemable Perpetual Preferred Shares; 8.00% Series D Cumulative Redeemable Perpetual Preferred Shares MONACO, April 03, 2024 (GLOBE NEWSWIRE) -- Safe Bulkers, Inc. (the “Company”) (NYSE: SB), an international provider of marine drybulk transportation services, announced today that the Company’s Board of Directors has declared: a cash dividend of $0.50 per share on its 8.00% Series C Cumulative Redeemable Perpetual Preferred Shares (the “Series C Preferred Shares”) (NYSE: SB.PR.C) for the period from January ...
Cameco Corporation: 5 directors
Five Directors at Cameco Corporation sold/sold after exercising options 248,303 shares at between 61.912CAD and 63.700CAD. The significance rating of the trade was 81/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by al...
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