Ship Finance International Limited (Seite 6)

[faultcode]

22.11.
Oil Freight at $100,000 Piles Pressure on Crude Markets
https://au.finance.yahoo.com/news/oil-freight-100-000-piles-…
...
The slump in China’s buying has bought Europe extra time as it seeks to work out how to replace around 800,000 barrels a day of Russia’s flagship Urals crude after the EU embargo on the OPEC+ producer’s imports takes effect in two weeks, said Haines, who expects China to return in earnest in the spring.

“Chinese buying is tepid for now which will soften the blow,” he said. “But once China is back in the market -- likely for second-quarter barrels -- China will be the key variable to 2023 balances.”

That said, some traders are of the mind that prices have already sunk enough to stimulate more Asia buying. Sales of January- and February-delivered barrels of Brazilian crude to China picked up when sellers lowered the ask price to the level Chinese state oil companies and South Korean refiners were bidding.

[Einstein-10]

dividende gleich geblieben

Highlights
• 75th consecutive quarterly dividend declared, $0.23 per share
• Net profit of $49.9 million, or $0.39 per share in the third quarter
• Received charter hire1 of approximately $177.5 million in the quarter from the Company’s vessels and rigs, including $11.3 million of profit share
• Adjusted EBITDA2 of $117.7 million from consolidated subsidiaries, plus an additional $7.9 million adjusted EBITDA2 from associated companies
• Acquisition of two newbuilding feeder container vessels with seven year charters to Maersk and a car carrier with six year charter to a leading car carrier operator
• Delivery of four modern suezmax tankers which immediately commenced six year charters to a subsidiary of Koch Industries, a world leading industrial conglomerate

[E.S.T.]

SFL – Acquisition of Car Carrier with long term charter

https://www.sflcorp.com/sfl-acquisition-of-car-carrier-with-…
"The Company expects to take delivery of the vessel during the fourth quarter. The fixed rate charter backlog will increase by approximately $65 million, with the possibility of additional upside from profit share related to fuel savings from the vessel’s scrubber."

[E.S.T.]

Gestern Zahltag, heute Zahlungseingang,

am
Nov. 30:
Third Quarter 2022 Results, Presentation

[freddy1989]

Antwort auf Beitrag Nr.: 72.206.400 von Einstein-10 am 16.08.22 17:05:59

Einstandkurs

Ich bin in der Krise bei 5,35 Euro eingestiegen und bin begeistert über die Entwicklung in der nächsten Krise wird auf jedenfall nachgekauft. Sehr gute Firma.

[E.S.T.]

Divi 0,23 U$/Aktie (+4,5% gegenüber letztem Quartal)

https://www.sflcorp.com/

[Einstein-10]

Antwort auf Beitrag Nr.: 72.095.198 von DJHLS am 31.07.22 14:00:42

Zitat von DJHLS: Ja, noch sehen die Schiffspreise und Frachtraten ja ganz gut aus, aber wenn die Rezession sich verschärft oder länger dauert, dürfte es stark runter gehen.

Hinzu kommen die steigenden Zinsen. SFL's Geschäftsmodell ist meines Erachtens weniger das einer Reederei als das einer Schiffsfinanzierungsbank. Wie wirken sich steigende Zinsen darauf aus?

hätte nichts dagegen, wenn es nochmal richtig runter geht. langfristig kann man nur damit geld verdienen. morgen kommen die zahlen. erneute anhebung der dividende??? egal ek 7,32 €. rendite also >10%

[E.S.T.]

SFL – Invitation to Presentation of Q2 2022 Results

!SFL plans to host a conference call and webcast for all stakeholders and interested parties on Wednesday, August 17, 2022, at 10:00 AM (EST) / 4:00 PM (CET). Relevant material will be available from the Investor Relations section of the Company’s website at www.sflcorp.com on the same day."
https://www.sflcorp.com/sfl-invitation-to-presentation-of-q2…
also Morgen 17.8.22, 16:00 Uhr.

[DJHLS]

Risiken

Ja, noch sehen die Schiffspreise und Frachtraten ja ganz gut aus, aber wenn die Rezession sich verschärft oder länger dauert, dürfte es stark runter gehen.

Hinzu kommen die steigenden Zinsen. SFL's Geschäftsmodell ist meines Erachtens weniger das einer Reederei als das einer Schiffsfinanzierungsbank. Wie wirken sich steigende Zinsen darauf aus?

[faultcode]

28.7.
Russia’s Ukraine War Turns Fuel Tankers Into Hot Property
https://www.bnnbloomberg.ca/russia-ukraine-conflict-has-made…
...
Russia’s invasion of Ukraine has supercharged one segment of the shipping market, with soaring freight rates prompting companies to rush to purchase rather than rent vessels.

Trade restrictions on Moscow have upended global fuel flows, locking up more ships in long-haul routes, while others get taken up to handle Russian flows. That has tightened overall tanker supply, lifting spot freight costs and setting off a scramble for used vessels, with the price of so-called clean tankers jumping as much as 60% over six months to July, according to VesselsValue data.

Commodity markets, and the shipping trade that’s vital for transporting materials around the globe, have been upended Europe’s worst military crisis since World War II. While freight rates have recently eased from their highs, ship owners are still likely to fetch healthy earnings for the rest of the year, according to Anoop Singh, head of tanker research at Braemar ACM Shipbroking.

With demand outstripping availability, buyers have been willing to bid significantly higher, shipbrokers told Bloomberg. Given a new tanker takes up to three years to order, companies hoping to cash in on the rally are mostly limited to existing vessels, they said.
...