Tanker markets and why International Seaways is almost as cheap as it's ever been
Sep 11, 2024 ·
43m 32s
Sign up for free
Listen to this episode and many more. Enjoy the best podcasts on Spreaker!
Download and listen anywhere
Download your favorite episodes and enjoy them, wherever you are! Sign up or log in now to access offline listening.
Description
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...
show more
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
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
show less
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
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Website | seekingalpha.com |
| Tags |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
