Frontline 20 % Dividendenrendite!? (Seite 3)

[Sugar2000]

Der Merger mit euronav ist abgesagt...
https://www.frontline.bm/fro-termination-of-combination-agre…

Fro steigt nachbörslich um 15% während eurn einbricht.

[Richard_Wagner]

Die Chinesen kaufen wieder was Sie kriegen können...
Link zum Artkel...
https://gcaptain.com/increased-chinese-crude-buying-spooks-e…

Da hatt Lars Barstad, der CEO von Frontline, wieder ein Näschen für das Geschäft.

Link zum Artikel...
https://www.tradewindsnews.com/tankers/-astronomical-frontli…

Zur Info:
Ich habe den Artikel im Thread: Nordic American Tankers.... ebenfalls gepostet

[Sugar2000]

Antwort auf Beitrag Nr.: 72.836.477 von Einstein-10 am 30.11.22 12:32:19

Präsentation:
https://ml-eu.globenewswire.com/Resource/Download/517a3437-a…

Aus dem Call:

So, let's move to the from Slide 12 to Slide 13 and just a few comments on the Frontline Euronav combination. As kind of anything and everything around this combination is obviously quite sensitive. I just want to go through the steps and the Frontline relocation comes first and it's in process and post that will launch the tender offer.
A lot of analyst and market players have all it's about this about these delights these are regulatory caused delays the process of moving from plan to Bermuda to Cyprus from Bermuda to Cyprus has proven complicated. There are lots of regulatory bodies involved and they use time, but we are we continue to be committed to this process. However, the launch of the tender offer have clipped to Q1 next year. The some remains the same depending on how much support we get in the tender offer if we get above 75% we will have a merger or move for a merger if we are between sent 50.1 and 75% we will form a group and someone will gain controlling interests in both scenarios.

[Einstein-10]

weiß jemand, wann der umtauschangebot abgschlossen sein wird?

[Einstein-10]

Zahlen da, dividene wird später bekanntgeben

Net income of $154.4 million, or $0.69 per basic and diluted share for the third quarter of 2022.
Adjusted net income of $82.9 million, or $0.37 per basic and diluted share for the third quarter of 2022.
Intention to declare and pay the cash dividend in respect of the third quarter of 2022 only after the contemplated voluntary exchange offer by Frontline for Euronav shares that was initially announced on July 11, 2022 (the “Tender Offer”) has been completed. This dividend is expected to be in the amount of 80% of adjusted net income for the third quarter of 2022.
Reported total operating revenues of $382.2 million for the third quarter of 2022.
Reported spot TCEs for VLCCs, Suezmax tankers and LR2/Aframax tankers in the third quarter of 2022 were $25,000, $41,100 and $40,200 per day, respectively.
For the fourth quarter of 2022, we estimate spot TCE on a load-to-discharge basis of $77,200 contracted for 75% of vessel days for VLCCs, $65,400 contracted for 76% of vessel days for Suezmax tankers and $58,000 contracted for 70% of vessel days for LR2/Aframax tankers. We expect the spot TCEs for the full fourth quarter of 2022 to be lower than the TCEs currently contracted, due to the impact of ballast days at the end of the fourth quarter. The number of ballast days at the end of the third quarter was 332 for VLCCs, 367 for Suezmax tankers and 269 for LR2/Aframax tankers.
Final Combination Agreement signed with Euronav in July 2022.
Entered into two senior secured term loan facilities, one in July and the other in October 2022, for a total amount of up to $287.2 million at attractive terms to refinance two existing term loan facilities maturing in the first quarter of 2023.
Took delivery of the VLCC newbuildings, Front Tana and Front Gaula, from Hyundai Heavy Industries (“HHI”) in August 2022 and October 2022, respectively.
In November 2022, the Company extended its senior unsecured revolving credit facility of up to $275.0 million with an affiliate of Hemen Holding Ltd., the Company’s largest shareholder, by 12 months to May 2024 at an interest rate of 8.50% and otherwise on existing terms.

[Sugar2000]

https://www.hellenicshippingnews.com/tankers-vlcc-market-on-…

[Einstein-10]

Antwort auf Beitrag Nr.: 72.779.672 von Sugar2000 am 18.11.22 16:14:15

bei l&s sind die 14 € erreicht, wenn man eine rendite von 10% annimmt, wie in etwa bei slf, dann müsste eine dividende um 1,40 gezahlt werden. das wären ca. 0,35 € je quartal. früher haben die das locker gemacht. es gab sogar zeiten, vor dem reserve split wurden locker 1,50-5,00 gezahlt. unter berücksichtigung des reserve split von 5:1 wären das heute 7,50 - 25,00 je quartal gewesen!!!!!! Also 1 € pro quartal sollte alsbald möglich sein. nun heißt es warten bis die zahlen kommen, der kurs ist jedenfalls schon vorausgeeilt!

[Sugar2000]

Antwort auf Beitrag Nr.: 72.779.570 von Einstein-10 am 18.11.22 16:04:40

Wir werden es beobachten...
Heute VLCC Gulf-China Route >100k USD... läuft

[Einstein-10]

Antwort auf Beitrag Nr.: 72.779.144 von Sugar2000 am 18.11.22 15:13:07

bei marketscreen sieht man:
2022 2023 2024
0,69 0,95 1,74

die sind schon gut, aber deine wären saumäßig

[Sugar2000]

Antwort auf Beitrag Nr.: 72.778.007 von Einstein-10 am 18.11.22 12:20:24

Bei 0,15 USD wird es bei den aktuellen Frachtraten nicht bleiben!
Konsens DPS ist für:
Q3 0,35 USD
Q4 0,60 USD
Q1 23: 0,50 USD
Q2: 0,40 USD

oder p.a.
2023: 1,75 USD
2024: 2,20 USD
2025: 5,70 USD (hier allerdings nur 2 Estimates)