Sloman Neptun Schiffahrts-Aktiengesellschaft (Seite 46)
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ISIN: DE0008271008 · WKN: 827100 · Symbol: NEP
57,50
EUR
-3,36 %
-2,00 EUR
Letzter Kurs 17:23:19 Hamburg
Neuigkeiten
Werte aus der Branche Verkehr
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 7,0000 | +30,84 | |
| 1,5850 | +14,03 | |
| 1,9100 | +11,70 | |
| 30,62 | +10,18 | |
| 3,5900 | +10,12 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6000 | -21,26 | |
| 1,8554 | -22,37 | |
| 1,2340 | -22,88 | |
| 3,4900 | -29,07 | |
| 9,5800 | -32,01 |
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Antwort auf Beitrag Nr.: 28.161.182 von igespenst am 07.03.07 11:05:20
Der Wert ist doch völlig unterbewertet, im Gastankermarkt wird die nächsten Jahre die Musik spielen. SN mag zwar zeitweise ein langweiliges Investment sein, aber fundamental sehr solide aufgestellt. Blöd ist halt das Verhalten gegenüber den aussenstehenden Aktionären, lässt sich eigentlich nur mit einem längerfristig geplanten s.o. erklären.
Hätte gerne noch was unter 50 EU bekommen, kann man sich wohl abschminken.
Der Wert ist doch völlig unterbewertet, im Gastankermarkt wird die nächsten Jahre die Musik spielen. SN mag zwar zeitweise ein langweiliges Investment sein, aber fundamental sehr solide aufgestellt. Blöd ist halt das Verhalten gegenüber den aussenstehenden Aktionären, lässt sich eigentlich nur mit einem längerfristig geplanten s.o. erklären.
Hätte gerne noch was unter 50 EU bekommen, kann man sich wohl abschminken.
Hi,
gibt es irgendwelche Gründe für den Kursanstieg?
Tschau igespenst
gibt es irgendwelche Gründe für den Kursanstieg?
Tschau igespenst
Antwort auf Beitrag Nr.: 27.980.175 von Istanbul am 26.02.07 14:30:22Market Cap Sloman: 2M Aktien x 50€ = 100M€
Hier muß dann noch die fette Kasse von 20 Mio. aus dem Verkauf des Germanischen Lloyds berücksichtigt werden.
Hier muß dann noch die fette Kasse von 20 Mio. aus dem Verkauf des Germanischen Lloyds berücksichtigt werden.
Die überschlagen sich geradezu im Ausblick:
... that currently the outlook in terms of charter rates for the handy size LPG sector has improved dramatically over the past several weeks, particularly in the semi refrigerated sector, where for instance the Gas Crystal is currently trading on a spot basis and is earning very attractive charter hires. About 74% of our fleet days for 2007 are already fixed in terms of their employment for the Fiscal year of 2007, and we expect to derive benefits from this upturn in rates through vessels that are currently trading in the spot market, and from those whose charters are due for renewal in the coming weeks.
http://www.irwebpage.com/stealthgas/index.html?irp=pr2&relid…
Stealthgas hat 5 semi refrigerated bei 28 Kähnen
http://www.sloman-neptun.de/html/frame.htm?gas&semirefrigera…
Sloman hat deren 14
Market Cap Stealthgas: 14.4M Aktien x 13$ / 1.3$/€ = 144M€
Market Cap Sloman: 2M Aktien x 50€ = 100M€
Bessere Aufstellung und bilanzielle Reserven sollten eigentlich einen Aufschlag zu Stealthgas rechtfertigen. Allerdings hat die Führung von SN offensichtlich kein Interesse an angemessenen Kursen. Das wird man sicher wieder an der Groteske sehen, die SN als Konzernabschluss bezeichnet.
... that currently the outlook in terms of charter rates for the handy size LPG sector has improved dramatically over the past several weeks, particularly in the semi refrigerated sector, where for instance the Gas Crystal is currently trading on a spot basis and is earning very attractive charter hires. About 74% of our fleet days for 2007 are already fixed in terms of their employment for the Fiscal year of 2007, and we expect to derive benefits from this upturn in rates through vessels that are currently trading in the spot market, and from those whose charters are due for renewal in the coming weeks.
http://www.irwebpage.com/stealthgas/index.html?irp=pr2&relid…
Stealthgas hat 5 semi refrigerated bei 28 Kähnen
http://www.sloman-neptun.de/html/frame.htm?gas&semirefrigera…
Sloman hat deren 14
Market Cap Stealthgas: 14.4M Aktien x 13$ / 1.3$/€ = 144M€
Market Cap Sloman: 2M Aktien x 50€ = 100M€
Bessere Aufstellung und bilanzielle Reserven sollten eigentlich einen Aufschlag zu Stealthgas rechtfertigen. Allerdings hat die Führung von SN offensichtlich kein Interesse an angemessenen Kursen. Das wird man sicher wieder an der Groteske sehen, die SN als Konzernabschluss bezeichnet.
STEALTHGAS INC. REPORTS FOURTH QUARTER AND FULL YEAR 2006 RESULTS AND ANNOUNCES QUARTERLY CASH DIVIDEND OF $0.1875 PER COMMON SHARE
February 23, 2007 ATHENS, GREECE - STEALTHGAS INC. (NASDAQ: GASS), a ship-owning company serving the liquefied petroleum gas (LPG) sector of the international shipping industry, announced today its unaudited financial and operating results for the fourth quarter and full-year period ended December 31, 2006.
Fourth Quarter 2006 Results
For the fourth quarter ended December 31, 2006, net revenues amounted to $20.4 million and net income was $4.8 million. Earnings per share, basic and diluted, calculated on 14,400,000 weighted average number of shares outstanding, were $0.33. EBITDA for the fourth quarter of 2006 was $10.2 million.
For the fourth quarter of 2006, the Company reported an unrealized, non-cash loss of $28,777 on three previously disclosed interest rate swap arrangements. Before these non-cash charges, net income was $4.8 million, or $0.34 per share, basic and diluted.
An average of 28 vessels were owned and operated in the fourth quarter of 2006, earning an average time-charter-equivalent rate of approximately $7,323 per day.
Full-Year 2006 Results
For the twelve-month period ended December 31, 2006, net revenues amounted to $73.3 million and net income was $18.5 million. Earnings per share, basic and diluted, calculated on 14,161,096 weighted average number of shares outstanding, were $1.31. EBITDA for the twelve-months of 2006 was $36.7 million.
For the full-year period 2006, the non-cash unrealized loss on the above mentioned swap arrangements was $0.2 million. Before these non-cash charges, net income for the year was $18.7 million or $1.32 per share, basic and diluted.
An average of 25.9 vessels were owned and operated in the full-year of 2006 earning an average time-charter-equivalent rate of approximately $7,174 per day.
CEO Harry Vafias commented: "We are very pleased to report an improvement in our financial performance in the fourth quarter of 2006 as compared to the previous two quarters of 2006, mainly due to an improvement in charter rates during the latter part of the fourth quarter and continued tight management of our operating costs. The company's financial performance compared to the previous two quarters also benefited from a lower number of dry dockings. These costs are taken directly to our profit and loss account at the time they are incurred, and are not amortized.
I would also note that currently the outlook in terms of charter rates for the handy size LPG sector has improved dramatically over the past several weeks, particularly in the semi refrigerated sector, where for instance the Gas Crystal is currently trading on a spot basis and is earning very attractive charter hires. About 74% of our fleet days for 2007 are already fixed in terms of their employment for the Fiscal year of 2007, and we expect to derive benefits from this upturn in rates through vessels that are currently trading in the spot market, and from those whose charters are due for renewal in the coming weeks.
In terms of 2006 overall, this proved to perhaps be a more challenging year than we anticipated, as two dull quarters in terms of charter rates, in the second and third quarter, plus a heavy dry docking schedule at the same time, slowed down our performance, however as mentioned previously this has rebounded quite well in the fourth quarter.
We have continued our policy of majority period employment for our vessels and I am pleased that 74% of the fleet's charter days are already fixed for 2007. We have as previously announced been rationalizing the management of our vessels, reducing the number of out sourced third party managers down to the more cost efficient ones, and also bringing more vessels under the management of our affiliate, Stealth Maritime Corp, which I believe will allow us to continue to deliver operating expenses that are below the industry norm. I should add, however that, as with most sectors of shipping, but in particular the gas sector, we are facing intense cost pressures with regard to crewing due to a scarcity of qualified sea farers and this is an area that is some cause for concern in my view going forward, not just from a STEALTHGAS standpoint, but the industry overall.
We have continued our dividend policy during 2006 which I believe is a commendable one from a yield standpoint when we consider how rapidly the company has grown in just the 14 months since we went public in October of 2005. I am also proud to state that all of the strategic developments that were outlined to potential investors at the time that we went public have been met.
We have invested in upgrading our computer and accounting systems and we intend to maintain and develop the highest levels of corporate governance within our organization.
We look forward to our continued development in 2007, and in this context, on February 1st, 2007, we took delivery of our first newbuilding, and expect to take delivery of the second newbuilding in October 2007�.
CFO Andrew Simmons commented: �Our rapid growth has not been at the expense of our balance sheet structure and we have remained with a relatively modest level of leverage throughout 2006. We have been able to secure further bank financing from our two main banks at very competitive levels of pricing, and several other lenders have shown a strong interest in assisting us with our financing needs in the future.
As such with the existing structure of the business both financially and commercially we believe we are well placed to move forward over the course of 2007 and beyond".
February 23, 2007 ATHENS, GREECE - STEALTHGAS INC. (NASDAQ: GASS), a ship-owning company serving the liquefied petroleum gas (LPG) sector of the international shipping industry, announced today its unaudited financial and operating results for the fourth quarter and full-year period ended December 31, 2006.
Fourth Quarter 2006 Results
For the fourth quarter ended December 31, 2006, net revenues amounted to $20.4 million and net income was $4.8 million. Earnings per share, basic and diluted, calculated on 14,400,000 weighted average number of shares outstanding, were $0.33. EBITDA for the fourth quarter of 2006 was $10.2 million.
For the fourth quarter of 2006, the Company reported an unrealized, non-cash loss of $28,777 on three previously disclosed interest rate swap arrangements. Before these non-cash charges, net income was $4.8 million, or $0.34 per share, basic and diluted.
An average of 28 vessels were owned and operated in the fourth quarter of 2006, earning an average time-charter-equivalent rate of approximately $7,323 per day.
Full-Year 2006 Results
For the twelve-month period ended December 31, 2006, net revenues amounted to $73.3 million and net income was $18.5 million. Earnings per share, basic and diluted, calculated on 14,161,096 weighted average number of shares outstanding, were $1.31. EBITDA for the twelve-months of 2006 was $36.7 million.
For the full-year period 2006, the non-cash unrealized loss on the above mentioned swap arrangements was $0.2 million. Before these non-cash charges, net income for the year was $18.7 million or $1.32 per share, basic and diluted.
An average of 25.9 vessels were owned and operated in the full-year of 2006 earning an average time-charter-equivalent rate of approximately $7,174 per day.
CEO Harry Vafias commented: "We are very pleased to report an improvement in our financial performance in the fourth quarter of 2006 as compared to the previous two quarters of 2006, mainly due to an improvement in charter rates during the latter part of the fourth quarter and continued tight management of our operating costs. The company's financial performance compared to the previous two quarters also benefited from a lower number of dry dockings. These costs are taken directly to our profit and loss account at the time they are incurred, and are not amortized.
I would also note that currently the outlook in terms of charter rates for the handy size LPG sector has improved dramatically over the past several weeks, particularly in the semi refrigerated sector, where for instance the Gas Crystal is currently trading on a spot basis and is earning very attractive charter hires. About 74% of our fleet days for 2007 are already fixed in terms of their employment for the Fiscal year of 2007, and we expect to derive benefits from this upturn in rates through vessels that are currently trading in the spot market, and from those whose charters are due for renewal in the coming weeks.
In terms of 2006 overall, this proved to perhaps be a more challenging year than we anticipated, as two dull quarters in terms of charter rates, in the second and third quarter, plus a heavy dry docking schedule at the same time, slowed down our performance, however as mentioned previously this has rebounded quite well in the fourth quarter.
We have continued our policy of majority period employment for our vessels and I am pleased that 74% of the fleet's charter days are already fixed for 2007. We have as previously announced been rationalizing the management of our vessels, reducing the number of out sourced third party managers down to the more cost efficient ones, and also bringing more vessels under the management of our affiliate, Stealth Maritime Corp, which I believe will allow us to continue to deliver operating expenses that are below the industry norm. I should add, however that, as with most sectors of shipping, but in particular the gas sector, we are facing intense cost pressures with regard to crewing due to a scarcity of qualified sea farers and this is an area that is some cause for concern in my view going forward, not just from a STEALTHGAS standpoint, but the industry overall.
We have continued our dividend policy during 2006 which I believe is a commendable one from a yield standpoint when we consider how rapidly the company has grown in just the 14 months since we went public in October of 2005. I am also proud to state that all of the strategic developments that were outlined to potential investors at the time that we went public have been met.
We have invested in upgrading our computer and accounting systems and we intend to maintain and develop the highest levels of corporate governance within our organization.
We look forward to our continued development in 2007, and in this context, on February 1st, 2007, we took delivery of our first newbuilding, and expect to take delivery of the second newbuilding in October 2007�.
CFO Andrew Simmons commented: �Our rapid growth has not been at the expense of our balance sheet structure and we have remained with a relatively modest level of leverage throughout 2006. We have been able to secure further bank financing from our two main banks at very competitive levels of pricing, and several other lenders have shown a strong interest in assisting us with our financing needs in the future.
As such with the existing structure of the business both financially and commercially we believe we are well placed to move forward over the course of 2007 and beyond".
Trading Spotlight
Heute werden wieder einige Neptun gekauft. Hat sich vielleicht jemand durch diesen Thread dazu motivieren lassen?
Antwort auf Beitrag Nr.: 27.878.476 von K1K1 am 21.02.07 16:15:51Einverstanden!
Antwort auf Beitrag Nr.: 27.878.238 von Schnuckelinchen am 21.02.07 16:06:37@Schnuckelinchen, bin mir nicht sicher, dass die steuerfrei auszahlen !? Ich würde sagen wir führen das auf bondboard mal fort, da es hier zu sehr ot wird.
Antwort auf Beitrag Nr.: 27.877.529 von K1K1 am 21.02.07 15:40:46Bei NAT wird der Kurs wohl von der Höhe der jeweiligen Quartals- Ausschüttungen und weniger von der Substanz bestimmt. Finde den Wert eigentlich ganz interessant für Menschen, die periodische steuerfreie Auszahlungen haben möchten.
Antwort auf Beitrag Nr.: 27.875.829 von Schnuckelinchen am 21.02.07 14:33:23Die Schiffe werden praktisch alle Spot betrieben. Also kein Auf-/Abschlag auf den Marktpreis erforderlich. Der Neupreis für einen Suezmax liegt bei rd. 80 Mio$, durchschnittliches Alter bei rd. 7,5 Jahren. Eine konservative Bewertung liegt dann bei rd. 60 Mio$ pro Kahn. 60Mio$ x 12 = 720 Mio$ abzüglich 180 Mio$ Schulden = 540Mio$ "Substanzwert". Dagegen steht 27 Mio Aktien x 36$ Kurs = 972 Mio$ "Marktkapitalisierung".
Hmm, wenn man dann mal bei Sloman so eine überschlägige Rechnung aufmachen würde kommt bei Substanz zu Marktkapitalisierung statt 1:2 wohl eher 2:1 raus.. Ist aber trotzdem natürlich nicht vergleichbar.
Grüße K1
Hmm, wenn man dann mal bei Sloman so eine überschlägige Rechnung aufmachen würde kommt bei Substanz zu Marktkapitalisierung statt 1:2 wohl eher 2:1 raus.. Ist aber trotzdem natürlich nicht vergleichbar.
Grüße K1
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