Seaspan Declares Quarterly Dividends on Common and Preferred Shares - Die letzten 30 Beiträge | Diskussion im Forum

[erwin-kostedde]

Aufkaufangebot zu 14,45$

Atlas Corp. Announces Receipt of "Take Private" Proposal
(...)

to acquire all of the outstanding common shares of Atlas, other than common shares owned by Fairfax, Washington, Mr. Sokol and certain executive officers of the Company, for $14.45 cash per common share.

kommt mir angesichts der Zukunft eher zu wenig vor

[erwin-kostedde]

Financial Highlights:

First quarter 2022 financial performance compared to first quarter 2021:
Revenue growth of 9.5% to $408.1 million
Net earnings of $169.4 million and Diluted EPS of $0.56
Adjusted EBITDA(1) growth of 16.5% to $277.1 million
Adjusted diluted EPS(1) growth of 56.0% to $0.39
FFO per diluted share(1) growth of 21.7% to $0.73
Robust balance sheet with liquidity of $951.3 million, total borrowings(1) to total assets of 53.2%
https://ir.atlascorporation.com/2022-05-11-ATLAS-REPORTS-FIR…

[erwin-kostedde]

eigentlich ganz passable Zahlen für Q4 und auch für 2022.
Der Markt hat aber wohl ein positive Überraschung erwartet:

[/quote]
Financial Highlights:

Fourth quarter 2021 financial performance compared to fourth quarter 2020:
Revenue growth of 18.1% to $428.2 million
Net earnings of $142.3 million and Diluted EPS of $0.48
Adjusted EBITDA(1) growth of 18.8% to $283.5 million
Adjusted diluted EPS(1) growth of 44.8% to $0.42
FFO per diluted share(1) growth of 14.3% to $0.72
Robust balance sheet with liquidity of $888.6 million, total borrowings(1) to total assets of 54.0%, and fully funded $7.6 billion capex program
Outperformed upgraded 2021 Atlas guidance
Introducing initial FY2022 guidance reflecting Adjusted EBITDA of $1.138 billion
[/quote]

[erwin-kostedde]

Atlas hat aktuell 70 Frachter bestellt. Wenn man sich ansieht, wie die Frachtraten gerade abgehen, dann sollte da ein ordentlicher Ertrag generiert werden können.
Ich habe mir ein paar gekauft.

[Malecon]

Bei der Aktie des Containerschiff-Betreibers Atlas Corp versucht der Kurs aus einer bullischen Flagge auszubrechen.





Muss noch von oben zurücktesten um den Ausbruch zu bestätigen.

🤔

[freddy1989]

Antwort auf Beitrag Nr.: 60.744.375 von R-BgO am 05.06.19 22:32:37

Hier etwas aktuelles es scheint eine sehr ordentliche Dividende zu geben muss ich sagen

https://www.finanznachrichten.de/nachrichten-2019-07/4713743…

[R-BgO]

Interview:

https://splash247.com/seaspan-lng-diversification/

Seaspan: LNG diversification
JUNE 3RD, 2019 Splash 24/7

Best known for its pioneering containership investments, Vancouver-based ship lessor Seaspan Corporation is diversifying under new management, with LNG seen as a potential new direction. Nevertheless, despite headwinds the company remains optimistic that the market fundamentals for its largest source of business, boxships, remain solid.

“We have seen the container shipping sector is fundamentally improving from the demand and supply perspective,” Bing Chen, CEO of Seaspan, says.

Chen was appointed as president and CEO of Seaspan in January 2018 following the departure of co-founder Gerry Wang.

Prior to joining Seaspan, Chen was the chief executive officer of BNP Paribas China after serving as general manager of commodity trader Trafigura’s China operations.

Chen believes a projected 3.3% growth of global GDP and a 3.4% global trade volume growth bodes well for the container shipping sector.

“Overall, the growth is still there but the supply side needs to be rather disciplined. If you look at the newbuilding market it is still at record low level,” Chen points out.

For the rest of 2019, Chen holds a cautiously optimistic view boosted by the upcoming peak season and the IMO 2020 sulphur cap.

Chen also sees in general the financing in the market is becoming much more rational from a risk-return perspective.

“It is a healthy development going forward. A lot of times oversupply is partly fuelled by easily accessible capital, but capital is gradually become rational ,” Chen says, adding that financing will continue to evolve going forward, and the capital will be more selectively invested in the assets and businesses that is more resilient in terms of value and business model.

In May, Seaspan completed a new $1bn portfolio financing program, which could be increased to $2bn through additional commitments under a revolving credit facility and term loan facility. Net proceeds from the program will be used to repay 12 secured credit facilities, for general corporate purposes, and may be used in part to finance the acquisition of vessels.

Seaspan currently operates 112 vessels with a total capacity of more than 900,000 teu.

According to Chen, Seaspan currently has over 80% of its capacity on long-term charter with an average five-year contract in place.

Regarding the hot issue of dealing with the upcoming IMO 2020 regulations, Chen reckons ships with more than 10,000 teu capacity are likely to be candidates to install scrubbers. For smaller vessels it’s not economically justifiable, he says.

“Going forward in the next few years, we have seen increasing interest for LNG fuel or dual fuel vessels for both economical and environmental reasons,” Chen says.

Chen confirms that the company is looking at LNG as part of the company’s potential diversification plan.

Earlier this year, Seaspan signed an $200m investment agreement with Singapore’s offshore vessel company Swiber, which has been under judicial management since 2016, as part of a restructuring plan for the latter.

Under the agreement, Seaspan will pay an initial tranche of $10m to Swiber and a second tranche of $190m will be used subscribe for preference shares in Swiber’s subsidiary Equatoriale Energy, upon securing the development stage of LNG-to-power project in Vietnam and achieving major project milestones.

“We are investing in the company’s future,” Chen says.

In 2018, Swiber decided to venture into the power business and is working on an LNG-to-power floating solution.

The company has designed a so-called Gen Blue floating LNG power plant and is looking to integrate the storage of LNG, regasification, and gas-fired power plants onto a single vessel, which Seaspan has identified as an attractive investment.

[freddy1989]

Hier etwas aktuelles scheint gut zu laufen

https://www.mydividends.de/news/aktionaere-von-seaspan-erhal…

[R-BgO]

in 2018 ordentlich EK eingesammelt

[R-BgO]

Antwort auf Beitrag Nr.: 54.151.841 von R-BgO am 24.01.17 13:42:50

heute bei den H preferreds verdoppelt,

zu $19,88 => 9,9% laufende Rendite und ein Kissen gegen den Call

[freddy1989]

Antwort auf Beitrag Nr.: 57.170.190 von R-BgO am 02.03.18 12:39:55

Ganz starke Dividende

http://www.mydividends.de/news/seaspan-haelt-dividende-stabi…

[freddy1989]

Antwort auf Beitrag Nr.: 57.170.190 von R-BgO am 02.03.18 12:39:55

Die Dividendenrendite ist doch sehr ordentlicht

http://www.mydividends.de/news/seaspan-zahlt-dividende-aus/

[R-BgO]

ein bisschen aufgestockt

[freddy1989]

Antwort auf Beitrag Nr.: 56.909.726 von kanthor am 02.02.18 10:51:06

Hallo hab lange nicht mehr in Forum geschaut ja das stimmt aber die Dividende bei der Firma ist wirklich nicht schlecht...

Haben vor kurzem 2 Schiffe gekauft und gleich für 4 Jahre Charter gemacht finde ich nicht schlecht kommen stabile Einnahmen herein...

http://en.portnews.ru/news/253149/

Aber ist die "TIME Charter" nicht ein bisschen wenig ich meine von der länge her sehe öfter 6 bis 10 Jahre als langfristiger "Time Charter" ?

[kanthor]

Antwort auf Beitrag Nr.: 56.851.171 von freddy1989 am 27.01.18 23:08:56

Containerschifffahrt ist ja eine recht spekulative Branche die in den letzten Jahren brutal geprügelt wurde.
Bin vor einem Jahr hier eingestiegen, hab im Dezember verbilligt und bin inkl. Dividenden pari - und bleibe investiert.
Die massive Überkapazität in der Schifffahrtsindustrie ist zumindest etwas abgebaut worden, die Frachtraten ziehen schon seit längerem an, sollte sich mittelfristig auch auf das Ergebnis auswirken.
In Verbindung mit der hohen Dividende weiter gutes Potential nach oben in einem aber sehr volatilem Wirtschaftszweig.

[freddy1989]

Hallo hier mal etwas aktuelles zur Dividende mit 7% Dividende steht die Firma nicht schlecht da wie seht ihr das?

http://www.mydividends.de/news/seaspan-gibt-dividende-bekann…

[freddy1989]

Hier mal was neues zur Dividende

http://www.mydividends.de/news/seaspan-kuendigt-unveraendert…

Was haltet ihr davon und von der Dividendenpolitik? sehr ordentliches Unternehmen wie ich finde

[guteboerseboeseboerse]

Frachtraten ziehen an.

http://www.dvz.de/rubriken/seefracht/single-view/nachricht/c…

[guteboerseboeseboerse]

Die Kähne werden immer größer...

http://www.handelsblatt.com/unternehmen/logistik-spezial/ree…

[R-BgO]

Antwort auf Beitrag Nr.: 54.151.841 von R-BgO am 24.01.17 13:42:50

inzwischen kamen die Zahlen,

Divi jetzt von 37,5c auf 12,5c gesenkt;

Verlust nur aufgrund von impairments

laufende KE

[R-BgO]

Antwort auf Beitrag Nr.: 54.151.841 von R-BgO am 24.01.17 13:42:50

offenbar noch nicht viel:

-15% heute...

https://www.fool.com/investing/2017/02/01/buy-costamare-and-…

...

Seaspan investors in particular could endure especially rough seas, because Morgan Stanley is predicting that "weak global trade and prolonged oversupply of containerships" will result in continued "declining earnings" among shippers. That's especially concerning for Seaspan, which Morgan Stanley says has a "deteriorating balance sheet and liquidity position," and is burning through its cash at a rate in excess of "~$200m."


3. Declining dividends

Already, this miserable market for containerships has forced Costamare to cut its dividend payout by 65%. Nevertheless, Costamare stock still yields 7.5% today, which is none too shabby. Combined with a predicted 25% rise in price to $7 per share, it creates the potential for a 32.5% profit for new investors in the stock.

In contrast, Seaspan still pays its shareholders a much richer 15.6% yield. But Morgan Stanley believes 2017 is the year Seaspan finally throws in the towel, and announces its own "steep dividend cut in 2017, shifting SSW's valuation away from its yield premium."


Bonus thing: Which of these shippers will survive -- and thrive?

Indeed, Seaspan almost certainly must announce a dividend cut this year. In contrast to Costamare, which at last report was both profitable and generating plenty of free cash flow, Seaspan has reported GAAP losses over the last 12 months, and reported negative free cash flow of $165 million. Morgan Stanley expects to see that cash-burn-rate increase when Q4 results come out, imperiling the company's balance sheet, which already shows $2.1 billion more debt than cash. (By comparison, Costamare is also in a net-debt position, but owes less than $700 million more than it has cash on hand.)

If and when Seaspan announces its dividend cut, Morgan Stanley expects to see the stock underperform. In contrast, Costamare, which cut earlier and deeper and therefore has a head start on its recovery, is likely to outperform the market from here on out.

When you consider how cheap Costamare stock is today -- priced at just seven times earnings, but paying a 7.5% dividend -- and in the opinion of most analysts, likely to post strong earnings growth over its 2016 lows in the next two years, I honestly cannot see how Costamare could do anything but outperform the market from here on out. For this reason, I find myself in agreement with Morgan Stanley today:

Costamare is the container shipping stock to buy, and Seaspan the one to sell.

[R-BgO]

Antwort auf Beitrag Nr.: 54.051.148 von kanthor am 10.01.17 17:13:04

ich habe auch nachgelegt,

allerdings mit den preferreds Serie H;

die bringen eine garantierte Verzinsung von 7,875% -die den commons vorgeht-, was beim aktuellen Kurs von rund 90% auf knapp 9% Rendite rausläuft.


Wie man am Buchstaben H erkennen kann, gibt es inzwischen einen Sack solcher Vorzugsaktien (siehe auch: http://www.seaspancorp.com/ir-dashboard/dividends-tax-info/d…)

bei rund 33 Mio. Stück á 25 USD sind das,

1) rund 825 MUSD Liquidationspräferenz (=Hälfte vom EK) und
2) mit 8% gerechnet 66 MUSD Vorzugsdiva

=> bin gespannt, ob sie bei den Commons die 37,5c durchhalten - und wenn nicht, wieviel davon schon im Kurs steckt

[kanthor]

Hab mir auch vor kurzem eine kleine Position mit einem EK von 9,30 Euro ins Depot gelegt.
Weiß aus erster Hand das die Frachtraten in der letzten Zeit deutlich gestiegen sind. Und man rechnet damit das diese in der nächsten Zeit nicht groß zurück kommen werden. Wenn dies so eintrifft sehe ich gute Chancen das Seaspan im ersten Halbjahr 2017 wieder in Richtung 15 USD geht.

[OhMyGosh]

Antwort auf Beitrag Nr.: 53.605.290 von freddy1989 am 02.11.16 15:00:23

Habe mir gestern mal welche gekauft... todesmutig ins fallende Messer gegriffen.

[freddy1989]

Hier mal was neues zu Seaspan aber die Dividende bleibt trotzdem interessant.

http://www.hansa-online.de/seaspan-schreibt-verluste/?p=5033…

[freddy1989]

Man muss sagen die Dividende kann sich echt sehen lassen nicht schlecht.....

http://mydividends.de/content/seaspan-zahlt-konstante-divide…

[R-BgO]

zahlen aktuell $1,50 Divi p.a.

[R-BgO]

habe mir ein paar Ansichtsstücke geholt

[Nachrichten [wO]]

HONG KONG, CHINA--(Marketwired - Oct. 13, 2015) - Seaspan Corporation (NYSE:SSW) announced today that the Company's Board of Directors has declared cash dividends on its common and preferred shares as follows: …

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