Ship Finance International Limited (Seite 75)
eröffnet am 09.03.07 09:03:50 von
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ID: 1.117.479
ID: 1.117.479
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ISIN: BMG7738W1064 · WKN: A2PU2X
12,610
EUR
+2,11 %
+0,260 EUR
Letzter Kurs 22:58:11 Lang & Schwarz
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Werte aus der Branche Verkehr
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 54,00 | +20,00 | |
| 1,2500 | +19,05 | |
| 2,7000 | +17,39 | |
| 21,280 | +16,60 | |
| 8,0700 | +16,12 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 3,8400 | -10,70 | |
| 1,5000 | -11,24 | |
| 9.500,00 | -13,64 | |
| 2,0300 | -14,71 | |
| 4,5000 | -15,25 |
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Ordentliche Erholung bei SFL. Der Markt honoriert nun m. E. mit gewisser Verspätung, dass die FRO-Restrukturierung durch ist und Unsicherheit bei SFL stark verringert.
Berücksichtigt man die voraussichtlich auf 1 USD sinkende Dividende sind die Zeiten zweistelliger Dividende allerdings schon wieder vorbei.
Berücksichtigt man die voraussichtlich auf 1 USD sinkende Dividende sind die Zeiten zweistelliger Dividende allerdings schon wieder vorbei.
http://seekingalpha.com/currents/post/106607 :
Tuesday 12:25 PM Shipping stocks get a lift today as better-than-expected economic data out of Germany and some encouraging housing data out of the U.S. spark hopes for light at the end of the tunnel: Overseas Shipholding (OSG +6.4%), Frontline (FRO +4.9%), Ship Finance (SFL +4.2%), Knightsbridge Tankers (VLCCF +2.4%) and Teekay (TNK +1.5%).
FRO steigt leicht stärker als SFL. M. E. wird eine positive Entwicklung aber wegen des profit sharing eher SFL helfen. VLCCF an TNK mit ihren langfristigen Verträgen sind hingegen weniger von den spot prices abhängig.
Tuesday 12:25 PM Shipping stocks get a lift today as better-than-expected economic data out of Germany and some encouraging housing data out of the U.S. spark hopes for light at the end of the tunnel: Overseas Shipholding (OSG +6.4%), Frontline (FRO +4.9%), Ship Finance (SFL +4.2%), Knightsbridge Tankers (VLCCF +2.4%) and Teekay (TNK +1.5%).
FRO steigt leicht stärker als SFL. M. E. wird eine positive Entwicklung aber wegen des profit sharing eher SFL helfen. VLCCF an TNK mit ihren langfristigen Verträgen sind hingegen weniger von den spot prices abhängig.
Ship Finance hat eine 125 Mio. USD Wandelanleihe. Bei sinkendem Aktienkurs sinkt m. E. auch deren Wert auf der Passivseite, oder?
Ich gehe davon aus, dass der Kurs auf dem aktuellen verharren wird, bis entweder die Belastung aus einer Frontline-Restrukturierung klar ist oder bis die Frachtraten für Öltanker wieder substantiell anziehen.
Ich gehe davon aus, dass der Kurs auf dem aktuellen verharren wird, bis entweder die Belastung aus einer Frontline-Restrukturierung klar ist oder bis die Frachtraten für Öltanker wieder substantiell anziehen.
Downgrade durch Moody auf Junk-Niveau. Das wird SFL wohl die Refinanzierung erschweren. Der Kurs stürzt in der Spitze um ca. 14%.
Allerdings lt Q3:
Long-term bank financing arranged for all vessels under construction
» No refinancing needs in the near term
Auch dass der Kurs am Ende das Minus ein wenig eingrenzen konnte, spricht dafür, dass einige Stopp Loss gerissen sind und zum Kurssturz beigetragen haben.
Dennoch: Junk Niveau ist nicht schön und verteuert die Refinanzierung. Ich denke, dass demnächst die Dividende gekürzt wird, um die Verschuldung zu verringern.
Allerdings lt Q3:
Long-term bank financing arranged for all vessels under construction
» No refinancing needs in the near term
Auch dass der Kurs am Ende das Minus ein wenig eingrenzen konnte, spricht dafür, dass einige Stopp Loss gerissen sind und zum Kurssturz beigetragen haben.
Dennoch: Junk Niveau ist nicht schön und verteuert die Refinanzierung. Ich denke, dass demnächst die Dividende gekürzt wird, um die Verschuldung zu verringern.
Antwort auf Beitrag Nr.: 42.389.021 von cathunter am 23.11.11 15:18:25...und hier in voller Länge, immerhin gibt es noch ein schönes Weihnachtsgeld 
http://hugin.info/134876/R/1566152/486247.pdf
http://hugin.info/134876/R/1566152/486247.pdf
Trading Spotlight
Antwort auf Beitrag Nr.: 42.387.074 von DJHLS am 23.11.11 09:18:06FL - Third Quarter 2011 Results
Ship Finance International Limited (NYSE: SFL) - Earnings Release
Reports preliminary 3Q 2011 results and quarterly dividend of $0.39 per share
Hamilton, Bermuda, November 23, 2011. Ship Finance International Limited ("Ship Finance" or the "Company") today announced its preliminary financial results for the quarter ended September 30, 2011.
Highlights
The Board of Directors declared a quarterly dividend of $0.39 per share.
Adjusted net income for the quarter was $31.4 million, or $0.40 per share, excluding a negative $2.4 million non-cash mark-to-market of derivatives, and $1.6 million reversal of previously accrued profit share.
In September 2011, the Company agreed to sell its three remaining non-double hull tankers with delivery to the new owner in 2012 and 2013.
In October 2011 the Company sold a 1992-built combination carrier.
The Company took delivery of two newbuilding dry bulk carriers in the third quarter. Both vessels are chartered out on long-term time charters.
Long-term financing has been arranged for all vessels under construction, with significant positive liquidity effect for the Company in the fourth quarter.
Dividends and Results for the Quarter Ended September 30, 2011
The Board of Directors has declared a quarterly cash dividend of $0.39 per share. Ship Finance has now paid dividends for 31 consecutive quarters. The dividend will be paid on or about December 29, 2011 to shareholders of record as of December 13, 2011. The ex-dividend date will be December 9, 2011.
The Company reported total U.S. GAAP operating revenues on a consolidated basis of $73.3 million, or $0.93 per share, in the third quarter of 2011. This number excludes $24.4 million of charter hire classified as 'repayment of investments in finance lease', and also excludes $102.1 million of charter revenues earned by assets classified as 'investment in associate'.
As a result of a continued weak tanker spot market, there was a negative adjustment of approximately $1.6 million of previously accrued profit share related to the vessels on charter to Frontline. The accumulated profit share as of the second quarter was approximately $2.4 million, which has now been reduced to approximately $0.8 million as of the third quarter. The profit share for the year cannot be negative, but there is a risk that some or all of the remaining accrued profit share may have to be reversed in the fourth quarter, depending on the actual charter rates in the quarter.
Reported net operating income pursuant to U.S. GAAP for the quarter was $38.0 million, or $0.48 per share, and reported net income was $27.5 million, or $0.35 per share.
Ole B. Hjertaker, Chief Executive Officer of Ship Finance Management AS said in a comment: "This has been a steady quarter of operations for Ship Finance, where we have taken delivery of two newbuilding dry-bulk vessels on time and on budget. Both vessels entered their long-term charter contracts immediately after delivery, with full cash flow effect from the fourth quarter.
In addition to 59 vessels on the water, we have 10 vessels under construction, including six dry-bulk carriers and four container vessels. All newbuildings have already been fixed on long-term charters from delivery."
Mr. Hjertaker continued: "We are very pleased to have arranged long-term financing for all our newbuildings, with nearly $90 million positive cash effect for the Company in the fourth quarter alone. While the spot tanker market was very soft in the third quarter, SFL's fleet of assets is now diversified across multiple segments, with a substantial portion of our cash flow generated from the offshore sector."
The full report can be found in the link below
November 23, 2011
The Board of Directors
Ship Finance International Limited
Hamilton, Bermuda
Questions should be directed to:
Investor and Analyst Contact:
Eirik Eide, Chief Financial Officer, Ship Finance Management AS
+47 23114006 / +47 95008921
Magnus T. Valeberg: Vice President, Ship Finance Management AS
+47 23114012 / +47 93440960
Media Contact:
Ole B. Hjertaker, Chief Executive Officer, Ship Finance Management AS
+47 23114011 / +47 90141243
Forward Looking Statements
This press release contains forward looking statements. These statements are based upon various assumptions, many of which are based, in turn, upon further assumptions, including Ship Finance management's examination of historical operating trends, data contained in the Company's records and other data available from third parties. Although Ship Finance believes that these assumptions were reasonable when made, because assumptions are inherently subject to significant uncertainties and contingencies which are difficult or impossible to predict and are beyond its control, Ship Finance cannot give assurance that it will achieve or accomplish these expectations, beliefs or intentions.
Important factors that, in our view, could cause actual results to differ materially from those discussed in the forward-looking statements include the strength of world economies, fluctuations in currencies and interest rates, general market conditions including fluctuations in charter hire rates and vessel values, changes in demand in the markets in which we operate, changes in demand resulting from changes in OPEC's petroleum production levels and worldwide oil consumption and storage, developments regarding the technologies relating to oil exploration, changes in market demand in countries which import commodities and finished goods and changes in the amount and location of the production of those commodities and finished goods, increased inspection procedures and more restrictive import and export controls, changes in our operating expenses, including bunker prices, drydocking and insurance costs, performance of our charterers and other counterparties with whom we deal, timely delivery of vessels under construction within the contracted price, changes in governmental rules and regulations or actions taken by regulatory authorities, potential liability from pending or future litigation, general domestic and international political conditions, potential disruption of shipping routes due to accidents or political events, and other important factors described from time to time in the reports filed by the Company with the Securities and Exchange Commission.
Ship Finance International Limited (NYSE: SFL) - Earnings Release
Reports preliminary 3Q 2011 results and quarterly dividend of $0.39 per share
Hamilton, Bermuda, November 23, 2011. Ship Finance International Limited ("Ship Finance" or the "Company") today announced its preliminary financial results for the quarter ended September 30, 2011.
Highlights
The Board of Directors declared a quarterly dividend of $0.39 per share.
Adjusted net income for the quarter was $31.4 million, or $0.40 per share, excluding a negative $2.4 million non-cash mark-to-market of derivatives, and $1.6 million reversal of previously accrued profit share.
In September 2011, the Company agreed to sell its three remaining non-double hull tankers with delivery to the new owner in 2012 and 2013.
In October 2011 the Company sold a 1992-built combination carrier.
The Company took delivery of two newbuilding dry bulk carriers in the third quarter. Both vessels are chartered out on long-term time charters.
Long-term financing has been arranged for all vessels under construction, with significant positive liquidity effect for the Company in the fourth quarter.
Dividends and Results for the Quarter Ended September 30, 2011
The Board of Directors has declared a quarterly cash dividend of $0.39 per share. Ship Finance has now paid dividends for 31 consecutive quarters. The dividend will be paid on or about December 29, 2011 to shareholders of record as of December 13, 2011. The ex-dividend date will be December 9, 2011.
The Company reported total U.S. GAAP operating revenues on a consolidated basis of $73.3 million, or $0.93 per share, in the third quarter of 2011. This number excludes $24.4 million of charter hire classified as 'repayment of investments in finance lease', and also excludes $102.1 million of charter revenues earned by assets classified as 'investment in associate'.
As a result of a continued weak tanker spot market, there was a negative adjustment of approximately $1.6 million of previously accrued profit share related to the vessels on charter to Frontline. The accumulated profit share as of the second quarter was approximately $2.4 million, which has now been reduced to approximately $0.8 million as of the third quarter. The profit share for the year cannot be negative, but there is a risk that some or all of the remaining accrued profit share may have to be reversed in the fourth quarter, depending on the actual charter rates in the quarter.
Reported net operating income pursuant to U.S. GAAP for the quarter was $38.0 million, or $0.48 per share, and reported net income was $27.5 million, or $0.35 per share.
Ole B. Hjertaker, Chief Executive Officer of Ship Finance Management AS said in a comment: "This has been a steady quarter of operations for Ship Finance, where we have taken delivery of two newbuilding dry-bulk vessels on time and on budget. Both vessels entered their long-term charter contracts immediately after delivery, with full cash flow effect from the fourth quarter.
In addition to 59 vessels on the water, we have 10 vessels under construction, including six dry-bulk carriers and four container vessels. All newbuildings have already been fixed on long-term charters from delivery."
Mr. Hjertaker continued: "We are very pleased to have arranged long-term financing for all our newbuildings, with nearly $90 million positive cash effect for the Company in the fourth quarter alone. While the spot tanker market was very soft in the third quarter, SFL's fleet of assets is now diversified across multiple segments, with a substantial portion of our cash flow generated from the offshore sector."
The full report can be found in the link below
November 23, 2011
The Board of Directors
Ship Finance International Limited
Hamilton, Bermuda
Questions should be directed to:
Investor and Analyst Contact:
Eirik Eide, Chief Financial Officer, Ship Finance Management AS
+47 23114006 / +47 95008921
Magnus T. Valeberg: Vice President, Ship Finance Management AS
+47 23114012 / +47 93440960
Media Contact:
Ole B. Hjertaker, Chief Executive Officer, Ship Finance Management AS
+47 23114011 / +47 90141243
Forward Looking Statements
This press release contains forward looking statements. These statements are based upon various assumptions, many of which are based, in turn, upon further assumptions, including Ship Finance management's examination of historical operating trends, data contained in the Company's records and other data available from third parties. Although Ship Finance believes that these assumptions were reasonable when made, because assumptions are inherently subject to significant uncertainties and contingencies which are difficult or impossible to predict and are beyond its control, Ship Finance cannot give assurance that it will achieve or accomplish these expectations, beliefs or intentions.
Important factors that, in our view, could cause actual results to differ materially from those discussed in the forward-looking statements include the strength of world economies, fluctuations in currencies and interest rates, general market conditions including fluctuations in charter hire rates and vessel values, changes in demand in the markets in which we operate, changes in demand resulting from changes in OPEC's petroleum production levels and worldwide oil consumption and storage, developments regarding the technologies relating to oil exploration, changes in market demand in countries which import commodities and finished goods and changes in the amount and location of the production of those commodities and finished goods, increased inspection procedures and more restrictive import and export controls, changes in our operating expenses, including bunker prices, drydocking and insurance costs, performance of our charterers and other counterparties with whom we deal, timely delivery of vessels under construction within the contracted price, changes in governmental rules and regulations or actions taken by regulatory authorities, potential liability from pending or future litigation, general domestic and international political conditions, potential disruption of shipping routes due to accidents or political events, and other important factors described from time to time in the reports filed by the Company with the Securities and Exchange Commission.
Gestern schon hat die FRO-krise auf SFL übergegriffen. Wenn FRO mit den Gläubigern eine Schuldenrestrukturierung verhandelt und den Aktionären eine KE zumutet, dann wird wohl aich SFL bei den Chartern Federn lassen müssen und FRO ist immer noch Hauptkunde von SFL.
SFL hat seit gestern an der NYSE shortselling restrictions.
leider ist der Q3 noch nicht online. Das Q3 selbst sollte gut aussehen. Der Ausblick wird aber wohl düster.
SFL hat seit gestern an der NYSE shortselling restrictions.
leider ist der Q3 noch nicht online. Das Q3 selbst sollte gut aussehen. Der Ausblick wird aber wohl düster.
Am 20.10.2011 hat SFL wieder FRO eine Kündigung gegen Auflösungsgebühr gestattet und das entsprechende Schiff verkauft. Wieder ein alter Kasten und wieder ein Gewinn für SFL. Das ist damit in diesem Jahr bereits bei 6 Schiffen so gelaufen:
OBO Front Striver - 20.10.'11 - delivery to new owner Oct2011 - book gain USD 2,3 Mio.
VLCC Titan Orion, Titan Aries, Ticen Ocean - 13.9.'11 - delivery to new owner Q1/2012, Q4/2012, Q3/2013 - book gain USD 9,6 mio.
OBO Front Breaker - 18.5.'11 - delivery to new owner Q2/2011 - book gain USD 3,8 mio.
OBO Front Leader - 4.4.'11 - delivery to new owner Q2/2011 - book gain USD 2,0 mio.
Durch die Übernahme von bereits fest vercharterten Newbuilds dürfte die Gesamtsumme der laufenden Einnahmen ausgeglichen werden.
insgesamt also trotz Schiffskrise ein bisher gutes Jahr für SFL. könnte noch besser werden, wenn SFL endlich auch mal in den Wachstumsmarkt LNG Carrier eingriffe.
OBO Front Striver - 20.10.'11 - delivery to new owner Oct2011 - book gain USD 2,3 Mio.
VLCC Titan Orion, Titan Aries, Ticen Ocean - 13.9.'11 - delivery to new owner Q1/2012, Q4/2012, Q3/2013 - book gain USD 9,6 mio.
OBO Front Breaker - 18.5.'11 - delivery to new owner Q2/2011 - book gain USD 3,8 mio.
OBO Front Leader - 4.4.'11 - delivery to new owner Q2/2011 - book gain USD 2,0 mio.
Durch die Übernahme von bereits fest vercharterten Newbuilds dürfte die Gesamtsumme der laufenden Einnahmen ausgeglichen werden.
insgesamt also trotz Schiffskrise ein bisher gutes Jahr für SFL. könnte noch besser werden, wenn SFL endlich auch mal in den Wachstumsmarkt LNG Carrier eingriffe.
Antwort auf Beitrag Nr.: 42.001.711 von economicus am 25.08.11 14:36:56Es gibt keine Anzeichen, warum das Q3 wesentlich schlechter werden sollte als das Q2.
- Immer noch sind alle Schiffe unter Vertrag.
- Dayrates wurden nicht nachverhandelt und damit nicht gesenkt.
- Kosten dürften durch geringere Preise für Treibstoff leicht zuückgehen.
- Der Einmaleffekt durch Gewinne bei Schiffsverkäufen dürfte hingegen wegfallen.
- Die Raten für die verkauften Einheiten fehlen, dafür ist ja der Containerfrachter neu dazu gekommen.
Die Dividendenrendite ist sehr ordentlich.
- Immer noch sind alle Schiffe unter Vertrag.
- Dayrates wurden nicht nachverhandelt und damit nicht gesenkt.
- Kosten dürften durch geringere Preise für Treibstoff leicht zuückgehen.
- Der Einmaleffekt durch Gewinne bei Schiffsverkäufen dürfte hingegen wegfallen.
- Die Raten für die verkauften Einheiten fehlen, dafür ist ja der Containerfrachter neu dazu gekommen.
Die Dividendenrendite ist sehr ordentlich.
SHIP FINA : SFL - Second Quarter 2011 Results
Ship Finance International Limited (NYSE: SFL) - Earnings Release
Reports preliminary 2Q 2011 results and quarterly dividend of $0.39 per share
Hamilton, Bermuda, August 25, 2011. Ship Finance International Limited ("Ship Finance" or the "Company") today announced its preliminary financial results for the quarter ended June 30, 2011.
Highlights
•The Board of Directors declared a quarterly dividend of $0.39 per share.
•Net income for the quarter was $41.5 million, or $0.52 per share, including an accrued profit share in the second quarter of $0.2 million.
•Two old combination carriers and a jack-up drilling rig were sold in the quarter with an aggregate gain on sales of approximately $9.9 million.
•The Company took delivery of the second 2010-built 13,800 teu container vessel to CMA-CGM with 15-year time charter.
•The Company contracted four newbuilding 4,800 teu container vessels in the quarter. Delivery is scheduled in 2013 and the vessels have already been chartered out for seven years from delivery.
•Bank financing has been arranged for all vessels under construction and is expected to be higher than the remaining yard installments.
Ship Finance International Limited (NYSE: SFL) - Earnings Release
Reports preliminary 2Q 2011 results and quarterly dividend of $0.39 per share
Hamilton, Bermuda, August 25, 2011. Ship Finance International Limited ("Ship Finance" or the "Company") today announced its preliminary financial results for the quarter ended June 30, 2011.
Highlights
•The Board of Directors declared a quarterly dividend of $0.39 per share.
•Net income for the quarter was $41.5 million, or $0.52 per share, including an accrued profit share in the second quarter of $0.2 million.
•Two old combination carriers and a jack-up drilling rig were sold in the quarter with an aggregate gain on sales of approximately $9.9 million.
•The Company took delivery of the second 2010-built 13,800 teu container vessel to CMA-CGM with 15-year time charter.
•The Company contracted four newbuilding 4,800 teu container vessels in the quarter. Delivery is scheduled in 2013 and the vessels have already been chartered out for seven years from delivery.
•Bank financing has been arranged for all vessels under construction and is expected to be higher than the remaining yard installments.
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