Teekay LNG Partners - Flüssiggas MLP - 500 Beiträge pro Seite

[R-BgO]

...betreibt eine weltweite Flotte und dürfte weiter -noch verstärkt durch Japan- vom Trend zu Gas profitieren.

Aktuelle Ausschüttung 63c pro Quartal => 6,2% p.a.

[Ulf-Imat]

Die Aktien werden heute im Sonderangebot zu haben sein wegen der angekündigten Kapitalerhöhung (3,7 Mio. neue Aktien). Jetzt weiß ich auch, was ich mit dem Geld von meinem Golar-Verkauf mache...

[DJHLS]

Zitat von R-BgO: ...betreibt eine weltweite Flotte und dürfte weiter -noch verstärkt durch Japan- vom Trend zu Gas profitieren.

Aktuelle Ausschüttung 63c pro Quartal => 6,2% p.a.

Von Japan wird vor allem NYK investieren. Die haben erstens die größere Flotte und zweitens haben sie den Heimvorteil.

[R-BgO]

Antwort auf Beitrag Nr.: 41.317.617 von Ulf-Imat am 05.04.11 03:45:51

HAMILTON, BERMUDA -- (Marketwire) -- 04/04/11 -- Teekay LNG Partners L.P. (NYSE: TGP) (Teekay LNG or the Partnership) announced today that it plans to offer 3,700,000 common units representing limited partner interests in a public offering. Teekay LNG expects to grant the underwriters a 30-day option to purchase an additional 555,000 common units to cover over-allotments, if any. The Partnership intends to use a portion of the net proceeds from the public offering to fund the equity purchase price of its acquisition from Teekay Corporation of a 33 percent interest in four newbuilding 160,400-cubic meter liquefied natural gas (LNG) carriers which will commence operations under time-charter to the Angola LNG project upon each vessel's respective delivery, scheduled between late 2011 and early 2012. Pending delivery of the vessels, all interim and remaining net proceeds from the offering will be used to repay amounts outstanding on one of the Partnership's revolving credit facilities.

Teekay LNG is a publicly-traded master limited partnership formed by Teekay Corporation (NYSE: TK) as part of its strategy to expand its operations in the LNG and liquefied petroleum gas (LPG) shipping sectors. Teekay LNG provides LNG, LPG and crude oil marine transportation services under long-term, fixed-rate charter contracts with major energy and utility companies through its fleet of seventeen LNG carriers, two LPG carriers, ten Suezmax class crude oil tankers and one Handymax product tanker.

Teekay LNG's common units trade on the New York Stock Exchange under the symbol "TGP".

The joint book running managers for this offering are UBS Investment Bank, Barclays Capital and J.P. Morgan. The co-managers are Goldman, Sachs&Co. and Raymond James.

[R-BgO]

Antwort auf Beitrag Nr.: 41.322.544 von R-BgO am 05.04.11 17:46:48

HAMILTON, BERMUDA -- (Marketwire) -- 04/05/11 -- Teekay LNG Partners L.P. (Teekay LNG or the Partnership) (NYSE: TGP) announced today that it has priced its follow-on public offering of 3,700,000 common units, which represent limited partner interests, at $38.88 per unit. Teekay LNG has granted the underwriters a 30-day option to purchase up to an additional 555,000 units to cover over-allotments, if any. The Partnership intends to use a portion of the net proceeds from the public offering to fund the equity purchase price of its acquisition from Teekay Corporation of a 33 percent interest in four newbuilding 160,400-cubic meter liquefied natural gas (LNG) carriers which will commence operations under time-charter to the Angola LNG project upon each vessel's respective delivery, scheduled between late 2011 and early 2012. Pending delivery of the vessels, all interim and remaining net proceeds from the offering will be used to repay amounts outstanding on one of the Partnership's revolving credit facilities.

[DJHLS]

Antwort auf Beitrag Nr.: 41.322.561 von R-BgO am 05.04.11 17:48:35

USD 38,88 liegt 38 US-Cent über dem aktuellen NYSE-Kurs.

Wieso eigentlich dieser Kursabschlag gegenüber gestern, 40,5 USD?

Der Kapitalerhöhung steht doch durch den 33%-anteil an den Schiffen ein realer Gegenwert gegenüber.

[debull]

Antwort auf Beitrag Nr.: 41.317.617 von Ulf-Imat am 05.04.11 03:45:51

Kein guter Tausch!

[DJHLS]

Antwort auf Beitrag Nr.: 41.327.256 von debull am 06.04.11 12:51:15

Wer jetzt bei Golar LNG austeigt und in Teekay investiert, macht möglicherweise einen guten Tausch. Den Kurs von Golar LNG kann ich mir nicht erklären und ich glaube nicht, dass der Kurs so hoch bleiben wird.

Ansonsten müßte Golar doch über irgendein Alleinstellungsmerkmal verfügen, welches Golar einen entscheidenden Vorteil gegenüber den anderen bringt. Was sollte das sein?

[debull]

Antwort auf Beitrag Nr.: 41.327.388 von DJHLS am 06.04.11 13:08:24

Der Unterschied:

Teekay:
LNG Carrier (17)
LPG Carrier (2)
Conventional Tankers (11)

Golar:
LNG Carrier 13


Golar ist spezialisierter. Nach meinen Kenntnissen ziehen gerade die Frachtraten für LNG gewaltig an, während die der anderen Tanker zurückbleiben.

[DJHLS]

Antwort auf Beitrag Nr.: 41.328.511 von debull am 06.04.11 15:55:13

Natürlich ist die Spezialisierung bei Golar von Vorteil. NYK hat eine größere LNG Carrier Flotte als Teekay und Golar zusammen, bleibt aber aufgrund des Verhältnisses von LNG Tankern zum Rest von NYK weit hinter den spezialisierteren Firmen zurück.

Das allein kann aber die so gravierend bessere Kursentwicklung bei Golar m. E. nicht erklären. Könnte ggf. noch daran liegen, dass teekay langfristige Charterverträge hat und daher erst bei Auslaufen eines vertrags oder neuen Schiffen von gestiegenen Frachtraten profitiert.

[R-BgO]

Teekay LNG Partners L.P. Declares Distribution

HAMILTON, BERMUDA -- (Marketwire) -- 04/21/11 -- Teekay GP LLC, the general partner of Teekay LNG Partners L.P. (Teekay LNG) (NYSE: TGP), has declared a cash distribution of $0.63 per unit for the quarter ended March 31, 2011. The cash distribution is payable on May 13, 2011 to all unitholders of record on May 6, 2011.

[DJHLS]

Warum stürzt denn Teekay vor dem Dividendenstichtag dermaßen ab?

[DJHLS]

Zitat von DJHLS: Warum stürzt denn Teekay vor dem Dividendenstichtag dermaßen ab?

Oh sorry, ex dividend day war ja schon gestern. Morgen ist record day. Trotzdem erstaunt der Kursverlust heute. Der Widerstand beim 200-Tage-Durchschnitt hat damit nicht gehalten.

[DJHLS]

Teekay LNG dürfte durch den Schweinezyklus der Branceh unterdurchschnittlich bis kuam betrofen sein, da Teekay LNG langfristige Charterverträge abschließt.

Dafür sieht der Wert doch ziemlich mitgenommen aus.

[DJHLS]

Wie haltet ihr das bei Teekay: meine Depotbank fürht keine Abgeltungssteuer ab, weil Teekay eine MLP ist.

In der Stuererklärung Kursgewinne angeben? Wäre unschön, da der persönliche Steuersatz über dem Abgeltungssteuersatz liegt...

[R-BgO]

Antwort auf Beitrag Nr.: 41.867.235 von DJHLS am 29.07.11 20:43:58

m.E. sind diese Einkünfte tatsächlich in Dtld. nicht steuerpflichtig und insoweit auch in der Erklärung nicht mit anzugeben.

Werden auch von der Bank in der Steuerbescheinigung nicht aufgeführt.

Außerdem sind ja vorweg in USA schon 35% einbehalten worden.

[DJHLS]

Zitat von R-BgO: m.E. sind diese Einkünfte tatsächlich in Dtld. nicht steuerpflichtig und insoweit auch in der Erklärung nicht mit anzugeben.

Werden auch von der Bank in der Steuerbescheinigung nicht aufgeführt.

Außerdem sind ja vorweg in USA schon 35% einbehalten worden.

Wundert mich, da der Sitz doch Hamilton (Bermuda) ist und daher eine Besteuerung auf Company-Ebene in den USA nicht möglich sein dürfte.

Dass die Dividenden steuerbefreit sind, konnte ich mir noch vorstellen, aber die Kursgewinne? Na ja, ich will mich nicht beschweren.

[Ulf-Imat]

Ich habe seit einigen Jahren Aktien von Navios Maritime Partners LP. Quellensteuer fällt nicht an, da die Firma ihren Sitz auf den Marshall Inseln hat. Aber bei den vierteljährlichen Ausschüttungen wird von der Deutschen Bank immer Abgeltungssteuer abgezogen. Entsprechendes gilt auch bei Capital Product Partners LP.

[DJHLS]

Zitat von Ulf-Imat: Ich habe seit einigen Jahren Aktien von Navios Maritime Partners LP. Quellensteuer fällt nicht an, da die Firma ihren Sitz auf den Marshall Inseln hat. Aber bei den vierteljährlichen Ausschüttungen wird von der Deutschen Bank immer Abgeltungssteuer abgezogen. Entsprechendes gilt auch bei Capital Product Partners LP.

Die Comdirect hat bisher bei Dividenden auch keine Abgeltungssteuer erhoben. Das hat mich schon gewundert. Nun aber auch bei Verkauf mit Kursgewinnen keine Abgeltungssteuer. Damit hätte ich nicht gerechnet.

[DJHLS]

Was mich bei Teekay LNG und auch der Teekay Corp. wundert, sind die Verluste durch "realized and unrealized losses on derivatives". Die Quartalsberichte sehen bis zu diesem Punkt sehr ordentlich aus und dann unter "other items" dort die hohen Verluste.

Scheint aber niemanden wirklich zu stören. Es wird ja auch trotz der Verluste Dividende ausgeschüttet.

Was mag der Sinn dieser Derivate sein?

[R-BgO]

Teekay LNG Partners and Exmar to Enter Into LPG Carrier Joint Venture

12/05/2012
HAMILTON, BERMUDA -- (MARKET WIRE) -- 12/05/12 -- Teekay LNG Partners L.P. (Teekay LNG or the Partnership) (NYSE:TGP) and EXMAR NV (EXMAR) (EXM:BB) today announced an agreement in principle to create a new 50/50 joint venture which will operate in the LPG Carrier segment with a primary focus on Midsize Gas Carriers. EXMAR and Teekay LNG seek to expand the joint venture by taking advantage of the current and future demand for liquefied petroleum gas (LPG) and ammonia (NH3).

Transaction Summary


-- EXMAR will contribute 16 owned LPG carriers to the new joint venture
company, to be named EXMAR LPG BVBA. The EXMAR LPG BVBA fleet will
include 15 owned Midsize Gas Carriers (MGC), of which four are under
construction at Hyundai Mipo, and one owned Very Large Gas Carrier
(VLGC). EXMAR LPG BVBA will also time-charter in three MGCs and two
VLGCs, and bareboat-charter in one MGC and one VLGC.
-- Prior to this transaction, EXMAR LPG BVBA will acquire from Wah Kwong
the remaining 50 percent interest in two MGCs, the Brugge Venture and
the Touraine, which it does not already own.
-- Teekay LNG will then acquire a 50 percent ownership in EXMAR LPG BVBA.
In exchange for its 50 percent interest in EXMAR LPG BVBA, Teekay LNG
will contribute approximately USD 140 million of equity and assume pro
rata debt and lease obligations secured by certain vessels to be owned
by EXMAR LPG BVBA.
-- EXMAR LPG BVBA has received a commitment from certain commercial lenders
to refinance the fleet in early-2013.
-- EXMAR will continue to commercially and technically manage and operate
the vessels.
-- It is the intention of EXMAR LPG BVBA to renew and grow the fleet and
discussions are already underway with various yards to secure additional
orders.

"New gas export projects scheduled to come on-line, combined with a relatively modest LPG carrier orderbook, are expected to result in strong demand for the current global LPG carrier fleet," commented Peter Evensen, Chief Executive Officer of Teekay GP LLC. "In addition to providing potential upside from the attractive fundamentals in the LPG shipping market, this accretive transaction further diversifies Teekay LNG's fixed-rate contract portfolio while leveraging EXMAR's deep expertise as a leading owner and operator of medium-sized gas carriers."

Nicolas Saverys, Chief Executive Officer of EXMAR N.V commented, "This transaction reflects a long-standing tradition of partnership with outstanding shipping peers. EXMAR is pleased to have Teekay LNG as a partner and rely on their extensive knowledge of the worldwide shipping markets to continue to grow the LPG and NH3 trade together. We share the same vision and strategy to grow the gas shipping trade and are excited about implementing our ideas as soon as possible."

The proposed transaction, which is expected to close in late-2012 or early-2013, has been approved by the Teekay LNG and EXMAR boards of directors, and remains subject to customary closing conditions, including the completion of due diligence, vessel inspections and documentation.

[R-BgO]

nett gelaufen seitdem...

[R-BgO]

Teekay acquires LPG/Ethylene carrier Norgas Napa

I.M. Skaugen SE and Teekay LNG agreed a deal in which IMS will sell the 10.200 cbm sized LPG/Ethylene carrier Norgas Napa to a subsidiary of Teekay for $27 million.

The vessel will be delivered to Teekay within November 2014, and immediately thereafter redelivered to IMS pursuant to a bareboat charter party for 5 years. The bareboat charter party is fixed-rate plus a profit sharing mechanism linked to the actual Time Charter earnings of the vessel. The vessel will continue as participant of the Norgas Revenue Sharing Pool and it will be managed by Norgas Carriers.

The net cash flow from the sale of Norgas Napa of about USD 21.6 mill, will be used to reduce corporate debt associated with the vessel and other corporate purposes, IMS said in a statement.

With this transaction, IMS will have 6 vessels on long term bareboat charters from Teekay.

[R-BgO]

aufgestockt

[R-BgO]

Antwort auf Beitrag Nr.: 48.176.380 von R-BgO am 30.10.14 16:47:13

und nochmal

[R-BgO]

Teekay LNG Partners reports stable cash flows in Q3

Teekay GP, the general partner of Teekay LNG Partners reported a net income of $46.7 million in the third quarter, compared to the $48.2 million for the same period in 2013.

Teekay’s distributable cash flow was $64.2 million for the quarter ended September 30, compared to $64.6 million in the same quarter of the previous year.

The slight decrease in distributable cash flow was primarily due to the sale of three 2000 and 2001-built conventional tankers between December 2013 and August 2014 and related restructuring charges, which were partially offset by the partnership’s acquisition and charter-back of two liquefied natural gas carriers from Awilco in September and November 2013, Teekay said.

“In contrast to the recent volatility in the equity markets, the partnership continues to generate stable cash flows from our growing portfolio of long-term, fee-based charter contracts which have an average remaining contract duration of approximately 13 years,” commented Peter Evensen , Chief Executive Officer of Teekay GP.“With strong fundamentals in the liquefied gas market, the partnership continues to add to its existing pipeline of over $2.5 billion of committed fleet growth, most of which is scheduled to deliver between 2016 and 2020, including 15 LNG carrier newbuildings and nine LPG carrier newbuildings.”

[R-BgO]

und nochmal aufgstockt

[R-BgO]

und nochmal

[R-BgO]

Teekay, Shell sign charter deals for five LNG newbuilds

Subsidiaries of Teekay LNG Partners and Royal Dutch Shell entered into time-charter contracts for five newbuild LNG carriers.

The vessels will operate as part of Shell’s global LNG fleet under time-charters ranging in duration from six to eight years, plus extension options. Delivery of the vessels will start from the second half of 2017 into 2018.

The new time-charter contracts with Shell will be serviced by five 173,400 cubic meter MEGI (M-type, Electronically Controlled, Gas Injection) engine LNG newbuildings built by Daewoo Shipbuilding & Marine Engineering of South Korea.

MEGI engines will be significantly more fuel-efficient and have lower emission levels than engines currently used in LNG shipping, according to a statement by Teekay.

Grahaeme Henderson, Vice President of Shell Shipping & Maritime, commented, “The new tonnage will give Shell’s upstream and trading operations added flexibility in taking gas to market.”
As the Chief Executive of Teekay GP, Peter Evensen says, Shell will be among the first of the energy majors to bring the MEGI vessels into its fleet.

[R-BgO]

Teekay GP, the general partner of Teekay LNG Partners, has declared a cash distribution of $0.70 per unit for the quarter ended December 31, 2014.

This is an increase of 1.2 percent over the cash distribution of $0.6918 per unit for the quarter ended September 30, 2014. The cash distribution is payable on February 13, 2015 to all unitholders of record on January 15, 2015.

The increase to the fourth quarter distribution coincides with the completion of the purchase-leaseback of an on-the-water liquefied petroleum gas carrier from I.M Skaugen SE in November 2014.

[R-BgO]

Teekay confirms Magellan Spirit LNG carrier aground off Bonny

Teekay confirmed its fully loaded, 165,600 cbm LNG carrier, Magellan Spirit has run aground 6 miles off Nigeria.

According to the company’s spokesperson Jonathan Anthony the vessel grounded in soft mud while under pilotage exiting the Bonny Island LNG terminal in Nigeria, reports gCaptain.

Teekay further said that tugs are on station to assist and the safety of the crew or the cargo has not been compromised.

Anthony added that the company mobilized its emergency team and is currently considering options to refloat the vessel.

There is a possibility to dredge under the vessel or lighten the LNG tanker by a Ship-to-Ship transfer of a portion of its bunker fuel or cargo.

Teekay has scheduled another attempt to refloat the vessel for early next week.

[R-BgO]

Zahlen eher unterwältigend, CC morgen

[R-BgO]

INTERVIEW: Teekay in LNG expansion mode

Teekay LNG, one of the world’s largest owners and operators of liquefied natural gas carriers, providing LNG, LPG and crude oil marine transportation services primarily under long-term fixed rate charter contracts, has been growing steadily in the last years ordering new vessels and posting positive results.

The company has interests in 48 LNG carriers, including one LNG regasification unit and 19 newbuildings, which is more than 10 percent of the existing global LNG carrier fleet, or on order. In addition, they have ownership interests in a large LPG fleet as well as crude oil tankers.

In an interview with LNG World News, David Glendinning, President, Teekay Gas Services – the business lead for Teekay LNG Partners (TGP) – speaks about the company’s fleet, market fluctuations, as well as Teekay LNG’s plans for the future.

Recently, Teekay LNG held a keel-laying ceremony for the Creole Spirit – the first of the nine LNG vessels with the M-type, Electronically Controlled, Gas Injection (MEGI) engine technology, which will operate on a fixed-rate charter contract with Cheniere Energy exporting LNG primarily from Cheniere’s Sabine Pass LNG liquefaction facility in Louisiana.

These engines are designed to be significantly more fuel-efficient and have lower emission levels than engines currently used in LNG shipping.

Since IMO’s rules regarding Nox and Sox emissions took effect in January this year, a lot of shipowners decided to switch their fleet to run on gas.


What is your opinion on this, what are your expectations of LNG as a fuel for ships?

“It will, of course, remain the obvious fuel choice for LNG carriers. And because LNG is the cleanest burning fossil fuel, I think we’ll continue to see some gradual adoption of LNG fuel in other vessel segments.”

With a recent deal with Shell for five MEGI LNG carriers, Teekay exercised its options for additional vessels with DSME.


Do you see the trend continuing? Is the company looking to bring in more fuel-efficient vessels into its fleet?

“Shell’s support further validates our innovative MEGI LNG newbuilding design and Shell will be among the first of the energy majors to bring MEGI vessels into its fleet. These MEGI engines used in our vessels will be significantly more fuel-efficient and have lower emission levels than other engines currently used in LNG shipping. This is a direct benefit to our customers, and we’re continuing to investigate new technologies to further increase the efficiency of our newbuild designs.

With two currently unchartered LNG carriers delivering in 2017 and 2018 and four options with Daewoo Shipbuilding in South Korea to order up to four additional MEGI LNG carriers, Teekay LNG expects to continue steadily expanding its fleet of modern fuel-efficient vessels.”

Oil prices halved during the last year prompting shipowners to rethink their decisions to switch to natural gas as fuel.


Do you see this as a big obstacle since the consequences are already being felt?

“Fuel still isn’t free. When you’re building a ship to operate for 30 years or more, the focus on efficiency is more important that the short-term swings in fuel prices.”


Spot LNG prices have also dropped significantly, how do you see the rates in 2015, will they improve?

“Given the current weakness in the global energy markets, let’s just say that we like to highlight that with the exception of one 52% owned vessel, our entire LNG fleet is employed on long-term fixed rate charter contracts. As a result, we have minimal near-term exposure to the weak LNG shipping spot market.”

The development of shale gas in the U.S. for export purposes has changed a lot in the LNG perspective; Teekay LNG will also be involved via its contract with Cheniere to export LNG from the Sabine Pass liquefaction terminal.


Do you see Teekay getting orders from LNG players to ship the chilled gas onboard the company’s vessels overseas?

“The LNG industry will be experiencing a strong growth phase due to all the new liquefaction capacity coming online by 2020. We have 19 newbuild LNG vessels on order, of which 17 are secured on long-term charters, and by our estimate, another 110 LNG vessels will need to be ordered by 2020 in order to accommodate the growth of LNG trade.

With a solid operating track record, a steadily expanding fleet of modern fuel-efficient vessels and a strong financial foundation, Teekay LNG is well-positioned to secure future growth.”


What is your point of view regarding the U.S. LNG exports? We are talking about a huge quantity of gas to be shipped overseas, how it will affect the global LNG industry?

“We anticipated the growth of US LNG exports, which is why we designed our newest generation of MEGI LNG carriers. In addition to being the most fuel-efficient vessels, these vessels will be among the largest LNG carriers that will be able to transit the expanded Panama Canal, which makes them ideal for US exports.

Overall the growth of the US exports is good for the LNG industry – it provides a new region of LNG supply which can expand to meet the long-term growing demand for LNG in the world.”

With the melting of sea ice due to global warming effects, the Arctic Ocean route, the shortest shipping route linking Europe and Asia, has opened up in the past few years.

Teekay LNG has, in a joint venture with China LNG Shipping, six vessels on order for the Yamal LNG project in the Arctic, which is sponsored by Novatek, Total and China National Petroleum Corporation.


Do you see this route as a turning point for the industry in the future?

“Commercial vessels have been transiting the Northern Sea Route since the early 1900s so shipping in the region is nothing new. That said, there are a number of unique challenges to operating in the Arctic besides just the challenges of ice navigation, including limited daylight hours, navigational system impacts due to the high latitude and general access to the region given the limited development.

Our six ARC-7 ice-class LNG vessels have been specially designed to operate in this region where conditions remain too harsh for conventional LNG ships.”


What will be the focus of Teekay LNG Partners (TGP) in the future?

“In 2004 Teekay LNG owned zero gas vessels. A decade later, we have ownership interests in over 80 vessels and have become one of the world’s largest independent owners and operators of LNG carriers.

Going forward, we remain focused on our strength, which is building a stable business of long-term contracts by offering the best ships and operations to our customers.”

[R-BgO]

Teekay CEO: LNG shipping fundamentals remain strong

The long-term fundamentals for LNG shipping remain strong with a high level of demand for new liquefied natural gas carriers through to 2020, Peter Evensen, President and Chief Executive Officer of Teekay said on Wednesday.

“While we expect the recent volatility in global oil prices may result in delays of certain of our customers’ new projects, the long-term fundamentals in the LNG shipping and offshore sector remain strong,” Evensen said at Teekay’s Annual General Meeting reviewing the company’s key developments since June last year.

Teekay LNG, a unit of Teekay, had one of the most successful years since its inception over 10 years ago securing approximately $2.4 billion of new profitable growth projects, Evensen said.

These projects include five fuel-efficient LNG carrier newbuildings to be chartered to Shell; a 50 percent interest in six icebreaker LNG carriers for the Yamal LNG project; and the acquisition of a net 25 percent interest in four LNG carriers from BG Group.

“Teekay LNG has approximately $3.4 billion of committed capital projects delivering between now and 2020 and the partnership continues to bid on new long-term, fixed-rate LNG shipping and floating regasification contracts,” Evensen added.

[R-BgO]

Teekay, BP ink LNG charter deal

Teekay LNG Partners has entered into a 13-year time-charter contract with BP Shipping for one liquefied natural gas carrier newbuilding.

The deal includes an option exercisable by BP by the end of the third quarter of 2015 for one additional LNG carrier under similar terms, Teekay said in a statement on Monday.

The vessels, including the optional vessel if exercised, will primarily provide transportation services for BP’s LNG volumes from the Freeport LNG project located on Quintana Island near Freeport, Texas, which consists of three trains with a total capacity of 13.2 metric tonnes per annum, scheduled for start-up in 2018.

In connection with signing the contracts with BP, Teekay LNG ordered two fuel-efficient 174,000 cubic meter LNG carrier newbuildings to be constructed by Hyundai Samho Heavy Industries of South Korea, scheduled for delivery in the first quarter of 2019, plus an option to order one additional vessel.

The Partnership intends to initially finance the installment payments for the LNG carrier newbuildings with a portion of its existing liquidity and it expects to secure long-term debt financing for the vessels prior to their scheduled deliveries, the statement added.

[R-BgO]

Aktie schwächelt die letzten Wochen ganz schön,

Nachkaufen oder liegt was im Argen?

[R-BgO]

Antwort auf Beitrag Nr.: 50.248.506 von R-BgO am 23.07.15 12:04:17

habe mich für Nachkaufen entschieden

Kurs $23,50

[R-BgO]

Dividende wird gefünftelt:

HAMILTON, BERMUDA–(Marketwired – Dec. 16, 2015) –

Teekay GP LLC, the general partner of Teekay LNG Partners L.P. (Teekay LNG or the Partnership) (NYSE:TGP), has approved a plan to reduce its quarterly cash distributions to $0.14 per common unit, down from $0.70 per common unit in the third quarter of 2015, commencing with the fourth quarter of 2015 distribution payable in February 2016.

The Partnership expects to use a significant portion of its internally generated cash flow to fund equity capital requirements on its future profitable growth projects and reduce debt levels, eliminating the need to access the equity capital markets for the foreseeable future.

[R-BgO]

aufgestockt

[R-BgO]

Teekay charters uncommitted newbuild to Yamal LNG project

Teekay LNG Partners, one of the largest owners and operators of LNG carriers, on Tuesday signed a 15-year time-charter contract with the Yamal LNG project.

The project led by the Russian Novatek, with its partners Total, China National Petroleum Corporation and Silk Road Fund is scheduled to begin production in 2017.

Teekay noted in its statement it will provide one of its unchartered 174,000-cbm MEGI LNG carrier newbuilds, on a fixed-rate time-charter deal. The vessel is scheduled for delivery in 2019.

Peter Evensen, chief executive officer of Teekay said the new contract reduces the company’s uncommitted newbuilds to only one vessel. In addition, Teekay will provide Yamal LNG with icebreaker and conventional LNG transportation services.

In addition, Teekay will provide Yamal LNG with icebreaker and conventional LNG transportation services.

[R-BgO]

sie hams' jetzt auch entdeckt:


Teekay LNG Partners raising cash for future newbuilds

Teekay LNG Partners on Wednesday said it plans to offer Series A cumulative redeemable perpetual preferred units in a public offering.

Teekay LNG expects to grant the underwriters a 30-day option to purchase up to an additional 750,000 Series A preferred units, the company said in a statement.

The Partnership expects to use the net proceeds from the public offering for general partnership purposes, which may include debt repayments or funding installment payments on future newbuilding deliveries.

The public offering of 5,000,000, 9 percent Series A preferred units has been priced at US$25 per unit.

Distributions will be payable on the Series A preferred units at a rate of 9.0 percent per annum of the stated liquidation preference of $25.

The Partnership added it expects to close the offering on October 5.

[hannes2000]

Ich hatte TGP kurz nach der Div-Kürzung gekauft und war dann aber auch sehr schnell wieder raus (zuviel% in zu kurzer Zeit. Nicht dass ich mich beschwert habe...). Nun sieht es wohl so aus als könnte die Div bald (=3-6-9 Monate) wieder deutlich erhöht werden. Zumindest waren zuletzt zwei positive Artikel auf SeekingAlpha zu TGP. Die haben mich nun auch fundamental / Chancen-mäßig wieder überzeugt. Daher 50% von GMLP und 100% GLOP verflüssigt, und hier rein.

[R-BgO]

ReFi:

HAMILTON, BERMUDA–(Marketwired – Oct. 18, 2016) –

Teekay LNG Partners L.P. (Teekay LNG or the Partnership) (NYSE:TGP) announces that it has issued NOK 900 million in new senior unsecured bonds that mature in October 2021 in the Norwegian bond market. The new bond issuance, which was significantly oversubscribed, has an aggregate principal amount equivalent to approximately USD 110 million and all payments will be swapped into a US dollar fixed-rate coupon of approximately 7.75%. In connection with the new bond issuance, the Partnership agreed to repurchase approximately NOK 275 million of Teekay LNG bond issue TKLNG01 (ISIN: NO 0010643257) maturing May 3, 2017 at a price of 101.50 of the principal amount of the repurchased bonds.

The net proceeds, which will be available to the Partnership upon settlement in late-October 2016, will be used for refinancing its 2017 NOK bonds and general partnership purposes, including funding of newbuilding installments. Teekay LNG will apply for listing of the new bonds on the Oslo Stock Exchange.

Danske Bank Markets, DNB Markets, Nordea Markets and Swedbank Norway acted as Joint Lead Managers of the above mentioned new bond issuance and repurchase.

[R-BgO]

Antwort auf Beitrag Nr.: 53.381.574 von R-BgO am 30.09.16 10:28:44

habe mir nun auch ein par von denen geholt:

zu 24,60$ ergibt sich eine Verzinsung von 9,14%

[R-BgO]

Antwort auf Beitrag Nr.: 53.505.402 von R-BgO am 19.10.16 09:55:53

HAMILTON, BERMUDA–(Marketwired – Jan. 23, 2017) –

Teekay LNG Partners L.P. (Teekay LNG or the Partnership) (NYSE:TGP) announces that it has successfully issued NOK 300 million (equivalent to approximately USD 35 million) in new senior unsecured bonds through an add-on to its existing Norwegian bonds due in October 2021 (TKLNG04 – ISIN: NO0010777089). All payments will be swapped into a US dollar fixed-rate coupon of approximately 7.75%.

The net proceeds from the bonds are expected to be used for refinancing of existing bonds and/or general partnership purposes, which may include funding installment payments on future newbuilding deliveries.

Danske Bank Markets, DNB Markets, Nordea and Swedbank acted as Joint Lead Managers of the above mentioned new bond issuance.

[R-BgO]

Antwort auf Beitrag Nr.: 54.149.189 von R-BgO am 24.01.17 09:20:30

Teekay LNG Partners closes $900 mln financing deals

Teekay LNG Partners has completed two financing arrangement totaling US$905 million for its projects delivering through 2019.


The company has signed a $685 million sale-leaseback transaction with ICBC Leasing for four of the Partnership’s MEGI LNG carrier newbuildings delivering in 2017 and 2018.

This includes the third vessel in the series, the 173,000-cbm Torben Spirit, that has a scheduled delivery of February 2017.

Teekay LNG Partners also secured a $220 million long-term debt facility relating to the partnership’s 30 percent interest in the Bahrain regasification facility.

Earlier, Teekay LNG Partners completed its previously announced bond issue in the Norwegian bond market, bringing in $35 million in new senior unsecured bonds through an add-on to its existing Norwegian bonds due in October 2021.

In addition to the latest arrangements, the company earlier refinanced its $244 million long-term debt facility secured by four 40 percent-owned LNG carriers, Al Huwaila, Al Kharsaah, Al Shamal, and Al Khuwair, in the partnership’s RasGas III joint venture with Qatar Gas Transport Company (Nakilat) with a new $288 million long-term debt facility.

[R-BgO]

Antwort auf Beitrag Nr.: 54.159.812 von R-BgO am 25.01.17 10:40:36

und noch zwei:

International law firm Watson Farley & Williams (WFW) advised Teekay LNG Partners on sale and leaseback transaction for its two MEGI LNG newbuilds.

The two 173,400-cbm, part of a US$355 million Chinese sale and leaseback transaction are currently under construction at South Korea’s Daewoo Shipbuilding & Marine Engineering (DSME).

The two vessels are scheduled for delivery in 2017 and 2018, upon which both will start their long-term charter contracts with Shell, WFW said.

These are the fifth and sixth Chinese sale and leaseback transactions on which WFW has advised Teekay LNG this year, following on the $685m sale and leasebacks with ICBC Leasing for four of Teekay LNG’s other MEGI LNG carrier newbuilds under construction at DSME delivering in 2017 and 2018.

One of the four vessels is the Torben Spirit, which commenced its ten month plus one-year option charter contract with a major energy company in early March of this year, according to WFW.

[hannes2000]

aufgestockt...

[R-BgO]

Antwort auf Beitrag Nr.: 53.381.574 von R-BgO am 30.09.16 10:28:44

und sind auf den Geschmack gekommen:

HAMILTON, Bermuda, Oct. 16, 2017 (GLOBE NEWSWIRE) —

Teekay LNG Partners L.P. (Teekay LNG or the Partnership) (NYSE:TGP) announced today that it has priced its public offering of 6,000,000 8.5% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units (Series B Preferred Units), representing limited partner interests, at $25.00 per unit.

Distributions will be payable on the Series B Preferred Units (i) from and including the original issue date to, but excluding October 15, 2027 at a fixed rate equal to 8.5% per annum of the stated liquidation preference of $25.00 per unit and (ii) from and including October 15, 2027, at a floating rate equal to three-month LIBOR plus a spread of 624.1 basis points.

The offering is expected to close on October 23, 2017.

Teekay LNG has granted the underwriters a 30-day option to purchase up to an additional 900,000 Series B Preferred Units. The Partnership expects to use the net proceeds from the public offering for general partnership purposes, which may include funding installment payments on newbuilding deliveries and debt repayments.

Teekay LNG is one of the world’s largest independent owners and operators of LNG carriers, providing LNG, LPG and crude oil marine transportation services primarily under long-term, fixed-rate charter contracts through its interests in 50 LNG carriers (including 17 newbuildings), 30 LPG/Multigas carriers (including three newbuildings) and five conventional tankers. The Partnership’s interests in these vessels range from 20 to 100 percent. Teekay LNG is a publicly-traded master limited partnership (MLP) formed by Teekay Corporation as part of its strategy to expand its operations in the LNG and LPG shipping sectors.

Teekay LNG intends to apply to have the Series B Preferred Units listed on the New York Stock Exchange.

[R-BgO]

[R-BgO]

HAMILTON, Bermuda, Dec. 11, 2017 (GLOBE NEWSWIRE) —

Teekay LNG Partners L.P. (Teekay LNG or the Partnership) (NYSE:TGP) today announced the completion of an $816 million(1) long-term debt facility to finance all six of the Partnership’s 50-percent owned ARC7 LNG carrier newbuildings, the first vessel of which is scheduled to deliver in January 2018, and the remaining vessels through to early-2020. These newbuildings will service the Yamal LNG project under charter contracts with firm charter periods out to 2045 plus option periods.

“Together with our joint venture partner, China LNG Shipping, we are pleased to announce this significant project milestone for our ARC7 LNG carrier newbuildings for the Yamal LNG project, which has successfully commenced producing LNG at the first train and recently completed its first LNG cargo loading,” commented Brody Speers, Chief Financial Officer of Teekay Gas Group Ltd. “With the long-term financing for all six of our 50-percent owned ARC7 vessels now in place, we look forward to the expected delivery and charter contract commencement of our first ARC7 LNG carrier newbuilding in January 2018. With the completion of this ARC7 financing, the Partnership has now completed $2.2 billion in debt financings for our newbuildings in the past 12 months and has financed 14 of its remaining 15 LNG carrier newbuildings, which includes one floating storage unit.”

(1) Based on the Partnership’s 50-percent ownership interests in the six ARC7 LNG carriers.

[R-BgO]

Q1 war negativ;

sie haben inzwischen Nakilat als großen Kunden

[R-BgO]

[R-BgO]

Antwort auf Beitrag Nr.: 57.787.747 von R-BgO am 18.05.18 09:38:58

um ehrlich zu sein,

ich verstehe nicht, warum sie dauerhaft Miese schreiben, obwohl die ganze Flotte unter Vertrag ist...

jedenfalls war Q2 auch wieder eine rote Null

[jerobeam]

leider wandeln die sich jetzt in eine "corporation" um. Das war's dann wohl mit der "Steuerfreien" Ausschüttung.

[R-BgO]

Antwort auf Beitrag Nr.: 59.315.552 von jerobeam am 28.11.18 11:27:26

yep;

TEEKAY LNG PARTNERS ANNOUNCES $100 MILLION COMMON UNIT REPURCHASE PROGRAM AND RESULTS OF SPECIAL MEETING HAMILTON,

Bermuda, Dec. 19, 2018 (GLOBE NEWSWIRE) —

Teekay GP LLC, the general partner of Teekay LNG Partners L.P. (Teekay LNG or the Partnership) (NYSE:TGP), has today announced that its Board of Directors has authorized a common unit repurchase program for the repurchase of up to $100 million of Teekay LNG’s common units.

Common units may be repurchased in the open market or privately-negotiated transactions or otherwise at times and prices considered appropriate by the Partnership. The timing of any purchases and the exact number of common units to be purchased under the program will be dependent on market conditions and other factors. The Partnership intends to establish a trading plan pursuant to Rule 10b5-1 under the U.S. Securities Exchange Act relating to the repurchase of its common units under the program.

The Partnership also announced the outcome of the special meeting of common unitholders held yesterday. All proposals, including the proposal to allow Teekay LNG to elect to be treated as a corporation, instead of a partnership, for U.S. federal income tax purposes, were approved by unitholders. As a result, effective January 1, 2019, Teekay LNG will be treated as a corporation for U.S. federal income tax purposes and common and preferred unitholders will receive Form 1099s instead of Schedule K-1s relating to distributions taxable as dividends commencing in 2019.

Teekay LNG will remain a master limited partnership, and all other provisions of the Partnership’s limited partnership agreement remain in effect.

“We believe that Teekay LNG’s common units represent compelling value and repurchasing them is currently the best investment we can make as the unit price does not fully reflect the underlying value of our business, our large and diversified contract portfolio totaling $10.6 billion(1) of forward revenues, and the strong LNG carrier market fundamentals, which is resulting in higher cash flows for the Partnership,” commented Mark Kremin, President and Chief Executive Officer of Teekay Gas Group Ltd. “This new common unit repurchase program is another component of our previously announced balanced capital allocation strategy, which will see the Partnership delever its balance sheet as a priority while also providing investors with a 36 percent increase in ongoing distributions, commencing in 2019. This repurchase program will enable the Partnership to return some of the additional capital generated from the current strong LNG carrier market and early newbuilding deliveries to create long-term value for unitholders.”

Mr. Kremin continued, “We are pleased that unitholders voted in favor of the amendment to our U.S. tax structure effective for the 2019 taxation year as we continue to believe that this will make Teekay LNG a more attractive investment, particularly for larger institutional investors.”

Teekay Corporation Intends to Increase Dividend by 75-80 Percent; Future Increases Linked to Growing | wallstreet-online.de - Vollständige Diskussion unter:
https://www.wallstreet-online.de/diskussion/1201774-neustebe…

[R-BgO]

heute verdoppelt

[bernieschach]

mal schauen,wie es im neuen Jahr weiter geht
ich mag solche Situationen,weil sie mir verdeutlichen,dass man mit den meisten Menschen aus marktwirtschaftlicher Sicht gar nichts mehr anfangen kann.
möglicherweise liege ich auch falsch und mit dem neuen weltweiten Nationalismus wollen die Menschen in den Metropolen lieber im Kohledreck verrecken
Erdgas ist fast schon ein medizinisches Produkt

das eigentliche Risiko liegt darin,dass es bei Stromspeicher ein Fortschritt mit Faktor 1000 gibt.

[freddy1989]

Antwort auf Beitrag Nr.: 59.526.430 von bernieschach am 29.12.18 15:49:22

Hallo in die Runde lange nichts mehr gehört von der Firma die Firma schreibt wieder schwarze Zahlen das ist gut

https://www.lngworldnews.com/teekay-lng-posts-rising-second-…

TEEKAY LNG PARTNERS UTS 0.172 Dividend

Wie seht ihr die aktuelle Lage?

[bernieschach]

Ich habe mittlerweile gelernt,dass es für gebrauchte LNG Schiffe gar keinen Markt gibt.
Das Zeug muss fahren,bis es verschrottet wird.
d.h. die finanzierenden Banken haben keine Möglichkeit die Schiffe im Pleitefall zu verwerten.
die Bankschulden sind damit fast EK

[Schnuckelinchen]

Habe ein Schreiben meiner Bank (Consors) bekommen, in dem mir mitgeteilt wird, dass in Kürze bei Verkauf von Anteilen an einer US L.P. eine 10% Steuer fällig wird. Grundlage ist SEC 1446
https://www.irs.gov/individuals/international-taxpayers/part…

Des Weiteren sollen verschiedene L.P. ab dem 20.April nicht mehr in D handelbar sein, da Clearstream die Dinger nicht mehr mag.
Clearstream listet dann verschiedene L.P. auf, diese Liste ist aber m.E nicht vollständig, da beispielsweise CPLP (Capital Product Tankers L.P.) nicht draufsteht, diese aber bislang in D handelbar ist.
https://www.clearstream.com/clearstream-en/products-and-serv…

Ich habe vorsorglich erstmal (schweren Herzens) meine Teekay LNG Pref. Stocks verkauft.

[bernieschach]

mit LNG Tankern kann man vermutlich kein Wasserstoff transportieren
aber die Erfahrung mit dem Transport stark gekühlter Flüssigkeiten bleibt
Pipelines beinhalten immer auch ein politisches Risiko
dasselbe Spiel wie bei LNG
die Bewertung hier ist viel zu niedrig
mit meiner statistischen Restlebenserwartung kann ich noch zukaufen

[Minusbauer]

Teekay LNG

Nicht minder aussichtsreich erscheint Teekay LNG (IK*), einer der wichtigsten Betreiber von Flüssiggastankern. Inmitten der Corona-Krise erhöhte die Reederei planmäßig die Dividende um stolze 36 Prozent, wodurch die Rendite auf 8,8 Prozent steigt. Die Investitionen in die moderne Tankerflotte sind abgeschlossen – samt Verkauf der rest­lichen Öltanker. Der hohe freie Cashflow kann für Schuldenabbau und die Dividen­denzahlung verwendet werden. Für Aktienrückkäufe steht noch Geld zur Ver­fügung.

Bemerkenswert, dass trotz der hohen Rendite nur ein Drittel des Gewinns ausgeschüttet wird. Das KGV liegt bei sehr niedrigen vier. Der Quartalsgewinn stieg zuletzt zum siebten Mal in Folge. Die 77 Tanker, die sich zwischen 20 und 100 Prozent im Besitz von Teekay LNG befinden, sind mit durchschnittlichen Kontraktlaufzeiten von mehr als zwölf Jahren an verschiedene Ölmultis vermietet.

Das vergleichsweise umweltfreundliche Gas ersetzt zunehmend die Kohle, die Nachfrage wächst weltweit um rund drei Prozent pro Jahr – und das wohl noch für sehr lange Zeit. Deshalb will auch Katar 20 Milliarden USD in neue Flüssiggas­tanker investieren.

Quelle: Vor dem großen Sprung: Großchance beim kanadischen Warren Buffett: Aktienkurs bis zu 30 Prozent unter Buchwert
https://www.wallstreet-online.de/nachricht/13011611-grossen-…

[Minusbauer]

Quartalsdividende $0.25, wird ausgezahlt am 12. Februar 2021

Teekay LNG Partners Declares Common Unit Distribution
https://www.wallstreet-online.de/nachricht/13384772-teekay-l…

[Minusbauer]

EBITDA für 2020: 757,9 Mio. $
Dividendenerhöhung auf 1,15$ für 2021

Teekay LNG Partners Reports Fourth Quarter and Record Annual 2020 Results
https://www.wallstreet-online.de/nachricht/13551354-teekay-l…

Die LNG-Flotte ist für 2021 zu 97% ausgebucht, für 2022 zu 89%.
Schwer nachvollziehbar, daß der Aktienkurs angesichts solcher Zahlen nicht von der Stelle kommt.

[Gammelfleischer]

Noch dazu Ankündigung perspektivisch die Dividende zu erhöhen!
Tolle Aktie!
Hatte ich vor einigen Monaten zufällig im Smartinvestor gefunden und konnte kaum glauben, dass bei den Zahlen und Fundamentaldaten der Kurs so niedrig war. Inzwischen gut 25 % gestiegen, aber ich das ist eh eine Aktie, die man lange halten und einfach regelmäßig die Dividende kassieren sollte.
Ich habe heute noch einmal nachgelegt

[Minusbauer]

Quartalsdividende wird am 15. April gezahlt.

Teekay LNG Partners Declares Distributions on Series A and B Preferred Units
https://www.wallstreet-online.de/nachricht/13656140-teekay-l…

[Minusbauer]

Die Dividende für Q1 in Höhe von $0.2875 wird am 14. Mai gezahlt.

Teekay LNG Partners Declares 15 Percent Increase in Common Unit Distribution
https://www.wallstreet-online.de/nachricht/13782359-teekay-l…

[faultcode]

die Schlagzeilen lauteten zwar zuletzt im August so wie "Don’t Count on LNG to Save Europe From a Winter Gas Crunch" (*), aber den Markt hat das heute nicht abgeschreckt:




(*) 19.8.2021: https://energynow.ca/2021/08/dont-count-on-lng-to-save-europ…

[bernieschach]

vermutlich hat der Markt die letzten Tage herausgefunden,dass Schiffe Sachwerte sind

[faultcode]

22.9.
China Begins Winter Gas Buying Spree at the Worst Possible Time
https://finance.yahoo.com/news/china-begins-winter-gas-buyin…
...
China is struggling to secure enough coal to power factories and heat homes this winter, as the world’s second-biggest economy faces a potential energy-crunch scenario similar to the chaos gripping Europe.

That’s spurred some of the nation’s energy giants, such as state-owned Sinopec, to dive back into the LNG spot market, seeking shipments of the heating fuel in preparation for when temperatures turn colder.

Natural gas prices from Europe to Asia have surged to seasonal highs as the post-pandemic recovery collides with supply constraints. The situation was already strained by China’s insatiable appetite for LNG to fuel its economic rebound -- it is poised to overtake Japan as the world’s top importer of the fuel this year.

Many of China’s LNG buyers -- among the biggest in the world -- had temporarily paused spot procurement when prices began to surge over the summer. Traders were gambling that spot rates would slide. But that hasn’t happened, and now companies are jumping back into the game.
...

[Minusbauer]

Gaspreiskrise: Der LNG-Boom in Asien steht erst am Anfang

https://www.handelsblatt.com/unternehmen/energie/energie-gas…

Der Preis für Erdgas hat ein Rekordhoch von rund 100 Euro je Megawattstunde erreicht. Ein Grund ist der drastisch steigende Bedarf an Flüssigerdgas in Fernost. Und LNG droht noch knapper zu werden.

Die Teekay-Aktie dümpelt trotz dieser dramatischen Entwicklung bei den Erdgaspreisen noch immer unter 14 €, also auf dem Niveau von vor zwei Jahren, herum. Es hat offenbar noch niemand mitbekommen, daß Flüssiggas auch transportiert werden muß.

[Minusbauer]

Stonepeak to Acquire Teekay LNG in a $6.2 Billion Transaction

https://www.teekay.com/blog/2021/10/04/stonepeak-to-acquire-…

Die Übernahme soll zu 17 $ pro Aktie erfolgen.
Dagegen regt sich jedoch Widerspruch:

Teekay LNG Merger Investigation Halper Sadeh LLP Announces Investigation Into Whether the Sale of Teekay LNG Partners L.P. Is Fair to Shareholders; Investors Are Encouraged to Contact the Firm – TGP
https://www.wallstreet-online.de/nachricht/14488476-teekay-l…

[Gammelfleischer]

17 USD ist verdammt wenig.
Aber nach meinen Erfahrungen mit Übernahmen im Minensektor (Highland Gold, Trans-Siberian), die ähnlich kurzfristig angekündigt wurden und hinter den Kulissen schon alles abgesprochen war, habe ich wenig Hoffnung, dass es hier bei Teekay anders laufen wird.
Delisting ist ja schon angekündigt.

[bernieschach]

sind die Preferreds auch Teil der Übernahme?

[Minusbauer]

@bernieschach

Nein.

The Series A and B preferred units of Teekay LNG are expected to remain outstanding and continue to trade on the New York Stock Exchange following the completion of the Transaction.

[Minusbauer]

Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Teekay LNG Partners L.P. - TGP

https://www.wallstreet-online.de/nachricht/14499858-teekay-l…

Eine weitere Anwaltskanlei untersucht, ob der Übernahmepreis von 17$ angemessen ist.

Der Kurs liegt z.Zt. bei 17,08 $ und damit leicht oberhalb des Übernahmeangebots. Es wird also eine gewisse Wahrscheinlichkeit für eine Nachbesserung des Angebots eingepreist.

Ich bin noch unschlüssig, ob ich zu den aktuellen Kursen verkaufe oder auf eine Nachbesserung des Angebots hoffe.

[Minusbauer]

Teekay LNG Partners Declares Common Unit Distribution

https://www.teekay.com/blog/2021/10/15/teekay-lng-partners-d…

Es gibt nochmal eine Dividende in Höhe von $0.2875, zahlbar am 12. November.

[faultcode]

Antwort auf Beitrag Nr.: 69.395.939 von faultcode am 22.09.21 13:39:10

die USA wollen in den nächsten Monaten (Jahren) wie verrückt LNG exportieren, für viel bessere Preise auswärts als in den USA (*).

Und dann sowas:





(*) 4.11. Two U.S. Gas Exporters Are Closer to Easing the Energy Crisis
https://finance.yahoo.com/news/two-u-gas-exporters-closer-22…
...
Overseas gas prices are nearly four times higher than those in the U.S. as European and Asian buyers desperately seek to replenish depleted inventories ahead of the winter. That’s reviving demand for long-term supply contracts that underpin LNG projects.

“LNG market fundamentals are as constructive for long-term contracting and the construction of new liquefaction capacity as I’ve seen at any point since I joined Cheniere,” Cheniere CEO Jack Fusco said on a conference call.

Over the past five weeks, Venture Global and Cheniere have signed five deals to bring a combined 9.2 million metric tons of LNG onto the global market.
...

[Minusbauer]

Am 1. Dezember wird es eine außerordentliche HV geben, um über den Merger abzustimmen.

Teekay LNG Announces Filing of Its Proxy Statement for Special Meeting to Approve Proposed Merger With Stonepeak
https://www.teekay.com/blog/2021/11/02/teekay-lng-announces-…

Hier die Zahlen für das dritte Quartal:

Teekay LNG Partners Reports Third Quarter 2021 Results
https://www.teekay.com/blog/2021/11/04/teekay-lng-partners-r…

[Minusbauer]

Die Aktie von Teekay hat gestern den Dividendenabschlag vollzogen und liegt jetzt bei 14,60€. Das Übernahmeangebot beläuft sich auf umgerechnet 14,70€.

Ich warte ab, bis ich (voraussichtlich irgendwann im nächsten Monat) meine 14,70€ ausbezahlt bekomme. Außerdem gibt es ja noch die - wenn auch sehr kleine - Chance auf eine Nachbesserung des Angebotes.

[Minusbauer]

Teekay LNG Announces Updates on Required Approvals for Merger With Stonepeak

https://www.teekay.com/blog/2021/12/01/teekay-lng-announces-…

Erwrtungsgemäß hat die außerordentliche HV gestern dem Merger zugestimmt. Wir werden also 17$ pro Aktie erhalten. Beim aktuellen Dollarkurs entspricht das ziemlich genau 15€. Die Zahlung wird voraussichtlich Mitte Januar erfolgen.

[Especulador7]

Antwort auf Beitrag Nr.: 70.096.658 von Minusbauer am 02.12.21 10:10:17

Dabei stellt sich mir dann aktuell folgende Frage:

Wir groß ist die Wahrscheinlichkeit, dass sich daran bis Mitte Januar noch etwas (zum Beispiel am Preis) ändert? Denn ansonsten gäbe es ja auch die Option, die Anteilsscheine schon jetzt (mit einem minimalen Abschlag) zu veräußern.

Ich habe noch mehr so Kandidaten aus Übersee im Portfolio und bei allen immer das Gefühl, dass man einfach zu weit weg vom Geschehen ist, was solche Fragen angeht.

[Minusbauer]

Ich glaube nicht mehr an eine Aufstockung des Angebotes. Die Frage ist nur noch, ob man Teekay als reine Dollar-Longposition bis Januar weiterlaufen lassen soll.

Habe mich dagegen entschieden und meine Teekay-Aktien in Energy Fuels umgeschichtet, die m.E. auf einem extrem attraktiven Einstiegsniveau sind. Ich erwarte in den nächsten Jahren eine gewaltige Rallye im Uranpreis, außerdem wird das Thema "Seltene Erden", das auch von Energy Fuels abgedeckt wird, mehr und mehr an Bedetung gewinnen. Da sollte man sich rechtzeitig positionieren.

[faultcode]

und Schluss seit gestern: alles in Cash getauscht

nebenbei: ich kann mich nicht zuletzt an eine Übernahme in dieser Geschwindigkeit erinnern. In gut 3 Monaten alles(?) durch. Aus gutem Grund hattte es der Käufer eilig:

Zitat von Gammelfleischer: 17 USD ist verdammt wenig.
...

https://www.teekay.com/investors/teekay-lng-partners-l-p/fin…