RICKMERS MARITIME (A0MQ09) - 500 Beiträge pro Seite

[laesley]

Hallo Community,

heute ein sehr \"anderer\" Tip von mir. Es geht um RICKMERS MARITIME REGISTERED SHARES O.N.(A0MQ09). Eine von der weltbekannten Rickmers Reederei gegründeten Fondsgesellschaft, die bisher noch nicht viel Aktivitäten entfaltete. Der Haupthandel der Aktien findet in Singapore statt. Jedoch auch in Berlin kann die Aktie seit Ihrer Emission Anfang Juni gehandelt werden. Anbei hierzu ein Artikel von Emissionshaus König & Cie.

Freitag, den 20. Juli 2007

DEUTSCHLAND Rickmers Linie/Rickmers Reederei

Nachdem sich die Umsetzung der im Iran angeschobenen MPC-Frachter als mehr als schwierig erweist (\"MarHot\" 06 + 07/07), sucht die Rickmers Linie nun nach Alternativen. Fündig geworden ist man offensichtlich in China, wo die Hamburger nun vier (4) 30.000 dwt Einheiten bei der Jinling Shipyard kontrahierten. Weiterhin verhandelt man mit der COSCO Dalian Shipyard über den Bau weiterer vier (4) Neubauten dieser Größe. Auch bei der ebenfalls chinesischen LPM Shipyard ist man vorstellig geworden. Hier mit Plänen zum Bau von zunächst vier (4) 24.000 dwt MPC-Frachtern, die von den Spezifikationen wohl den im Iran georderten Neubauten entsprächen. Und auch für die Rickmers Reederei \"regnet\" es Neubauten. Es geht um insgesamt 12 (+ 4 Optionen) bei Hyundai Heavy Industries (HHI) zu fertigende Containerschiffe verschiedener Abmessungen. Zur Ablieferung ab 2010 stehen nun vier (+ 2) 7.500 TEU, vier (+ 2) 8.200 TEU, sowie vier 12.500 TEU(!)-Frachter für die Hamburger Reederei im Orderbuch der Koreaner. Wir gehen davon aus, dass die oben aufgeführten Neubauten allesamt in die in Singapore neu gegründete Fondsgesellschaft Rickmers Maritime eingebracht und durch Rickmers Shipmanagement (Singapore) Pte Ltd. gemanaged werden (con)

© MARITIME Hotline

Seit 13. Juli 2007 kann die Aktie auch in Hamburg gehandelt werden. Im Augenblick hat die Aktie einen Kurs von 0,80 EUR. Es ist damit zu rechnen, dass Rickmers der Gesellschaft weiteres Leben einhauchen wird. Was sollte sonst ein zweiter Börsenplatz in Deutschland, der Aufbau einer eigenen Webseite etc. Phantasie steckt auch in möglichen Schiffstransaktionen über diese Gesellschaft und somit auch hohes Kurspotenzial. Das erste Kursziel liegt somit bei 2 EUR.

[laesley]

Antwort auf Beitrag Nr.: 30.840.937 von laesley am 25.07.07 11:26:17

07. Juni 2007 13:02

Aktuelle Analysten-Einstufungen Europa - Stand: 13.00 Uhr

BROKER & RATING NEU (ZUVOR) KURSZIEL (ZUVOR)
UNTERNEHMEN

Citigroup:
Brixton 520P (580P)
Easyjet Neutral (Sell)
Hampson 200P (185P)
Kensington Neutral (Outperform)
Michelin EUR110 (EUR100)
Partners group CHF160 (CHF140)
Richter Sell (Hold) HUF35000 (HUF40000)
Rickmers Maritime Trust Buy $2

[laesley]

For immediate release
RICKMERS MARITIME REPORTS INAUGURAL DPU OF 1.364 US CENTS
Cash flows from operating activities of US$5.9 million, 12% higher than
forecasted
Revenue for the period was US$7.3 million, 2% higher than forecasted
Net profit of US$2.8 million
Key Financial Highlights
Actual Forecast 1 Variance
%
Revenue1 (US$’000) 7,338 7,218 2
Other income1 (US$’000) 5,020 181 2,673
Net profit1 (US$’000) 2,848 (1,832) NA2
Distributions per Unit (US cents)
- For the period 4 May 07 to 30 June 07
- Annualised
1.364
8.56
1.364
8.56
-
-
1) Forecast figures derived by prorating the Forecast ** disclosed in the prospectus for the period 4 May 2007 to 30 June
2007, except for transaction fees which is recognised in the income statement in accordance with International
Accounting Standard 32 “Financial Instruments: Presentation”.
** Based on detailed quarterly projections supporting the forecast from 1 April 2007 to 31 December 2007.
2) NA = Not meaningful
Singapore, 6 August 2007 – Rickmers Trust Management Pte Ltd, trustee-manager of
Rickmers Maritime (the “Trust”), is pleased to announce a net profit after tax of US$2.8
million of Rickmers Maritime for the period ending 30 June 2007. The Distribution Per Unit of
1.364 US cents, based on 390,237,000 outstanding units, is in line with projections made at
the time of Rickmers Maritime’s Initial Public Offering (“IPO”). Rickmers Maritime has
adopted a distribution policy to make regular quarterly distribution of 2.14 US cents per Unit.
The first distribution to Unitholders will be made on a pro-rated basis for the period from 4
May 2007 to 30 June 2007.
CEO of Rickmers Trust Management Pte Ltd, Mr Thomas Preben Hansen, said, “We are
very pleased with the performance of Rickmers Maritime for its first reporting period, and our
ability to meet our distribution forecast to Unitholders. We believe the results and our ability
to meet our forecasted distributions testifies to the strength of our business. ”
Revenue for the period, comprised of time charter income from the five containerships
acquired as part of the Trust’s initial fleet, was US$7.3 million, 2% higher than IPO forecast
due to the transfer of vessels to the Trust one day prior to IPO. The substantial “Other
Income” component of US$5.0 million comprised mainly of amortisation of unfavourable
charter contracts and negative goodwill on business combination, at US$0.6 million and
US$4.3 million respectively.
Rickmers Maritime generated US$5.9 million of available cash from operating activities for
distribution, approximately 12% higher than the IPO forecast. This increase resulted from
our strategy of secured revenue and income stream through long-term fixed rate time
charters, and lower than anticipated cost of lubricant oil.
Outlook and prospects
On 11 July 2007, Rickmers Maritime announced the early delivery of its sixth vessel, CMA
CGM Azure, a 4,250 TEU containership. Initially scheduled to be delivered in October 2007,
the early delivery of the vessel is expected to have a positive impact on Rickmers Maritime’s
results for the next financial quarter by adding approximately US$1.9 million in incremental
revenue.
Going forward, the Trust should also benefit from the continued strength of the containership
industry, which is witnessing increases in newbuilding prices as well as second-hand values
and charter rates.
The availability of charter free containerships, especially in the sizes exceeding 3500 TEU,
has been significantly reduced with only a limited number of ships coming onto the market
over the next 12 - 18 months. As such many liner companies have acted to secure tonnage
required to meet their expansion plans.
The momentum in the market has been fuelled by continuous strong trade growth figures
reported in the westbound Far East – Europe trade, which has somewhat compensated for
the more moderate growth figures reported on the Transpacific trade.
Added Mr Hansen, “The ongoing strength of the container industry will reinforce Rickmers
Maritime’s ability to offer strong distributions with attractive yields. As trustee-manager, we
will continue to seek accretive acquisitions in order to expand our portfolio and to deliver
consistent growth and returns to our Unitholders”.
The Books Closure Date is 22 August 2007, and payment to Unitholders of the distribution
of 1.364 US cents per Unit will be made on 31 August 2007.
Citigroup Global Markets Singapore Pte. Ltd. and Deutsche Bank AG, Singapore
Branch were the Joint Global Co-ordinators and Joint Bookrunners of the initial
public offering in Rickmers Maritime and DBS Bank Ltd was the Joint Lead Manager
and Co-ordinator of the Singapore Public Offer.
End

[laesley]

Rickmers Maritime posts US$2.8m net profit

By DONALD URQUHART

RICKMERS Maritime - Singapore's third shipping trust which was listed in May this year - posted net profit of US$2.8 million for its first financial period from March 30 to June 30.

Rickmers, managed by Rickmers Trust Management, was constituted on March 30 and acquired its initial fleet of five containerships on May 3. Its first operating period is therefore essentially May 4 (when it was listed) to June 30.

The shipping trust reported revenue of US$7.3 million and announced a distribution of 1.364 US cents per unit, in line with projections, for the period.

The aim of the trust is to provide its unit holders with regular quarterly cash distributions through revenue generated by long-term fixed rate time charters of its fleet of container vessels. The current fleet comprised six containerships with four more to be delivered in the coming months.

Rickmers generated US$5.9 million of available cash from operating activities, about 12 per cent higher than the initial public offering forecast.

Rickmers expects to benefit from the continuing strength of the containership market. It pointed to increases being recorded in newbuilding prices as well as second-hand values and charter rates.

The availability of charter free containerships, especially in the sizes exceeding 3,500 TEU, has been significantly reduced with only a limited number of ships coming onto the market over the next 12-18 months, the trust said.

'The momentum in the market has been fuelled by continuous strong trade growth figures reported in the westbound Far East- Europe trade, which has somewhat compensated for the more moderate growth figures reported on the Transpacific trade,' it said.

The first shipping trust - Pacific Shipping Trust - made its debut in May last year, followed by First Ship Lease Trust and Rickmers Maritime.

[laesley]

http://www.rickmers-maritime.com/

die Internetseite steht inzwischen auch...

[ambilight]

hallo laesley :-)
besten dank für deine detaillierten informationen.
ich habe mir jetzt auch `mal welche ins depot gelegt, denke, hier können wir noch einiges erwarten, wenn der markt dieses unternehmen erst einmal entdeckt.

[Moneyexpress]

hallo laesley,

spitzen infos !

habe mir auch welche ins depot gelegt !

jetzt kann die wilde fahrt losgehen !

money