BW-LPG
Her skjer det ikke mye for tiden...
27/2-2022: Nå blir det bedre tider…
27/2-2022: Nå blir det bedre tider…
Redigert 27.02.2022 kl 01:08
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Just me
10.12.2021 kl 20:50
8503
#VLGC spot rates hotter than chicken vindaloo🌶️
An active end to the week in AG saw spot rates leap 24% in two trading days to reach $47k/d🚀
Happy weekend to all VLGC own
An active end to the week in AG saw spot rates leap 24% in two trading days to reach $47k/d🚀
Happy weekend to all VLGC own
Atlanterlaks
13.12.2021 kl 21:31
7630
sheepman skrev Futures kraftig opp
Hvor ser du «kraftig opp?» jeg ser jan22, feb22 og mar22 ned.
Redigert 13.12.2021 kl 21:37
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Bassefix
13.12.2021 kl 21:46
7718
Latest futures price quotes as of Mon, Dec 13th, 2021.
Contract Last Change Open High Low Previous Volume Open Int Time Links
JLPZ21 (Dec '21)
66.846
+0.715
N/A
66.846
66.846
66.131
N/A
78
13:37 CT
JLPF22 (Jan '22)
65.875
-2.875
N/A
65.875
65.875
68.750
1
8
13:37 CT
JLPG22 (Feb '22)
58.250
-2.250
N/A
58.250
58.250
60.500
1
3
13:37 CT
JLPH22 (Mar '22)
56.625
-0.625
N/A
56.625
56.625
57.250
1
3
13:37 CT
JLPJ22 (Apr '22)
50.500
unch
N/A
50.500
50.500
50.500
N/A
17
13:37 CT
JLPK22 (May '22)
50.000
unch
N/A
50.00
Contract Last Change Open High Low Previous Volume Open Int Time Links
JLPZ21 (Dec '21)
66.846
+0.715
N/A
66.846
66.846
66.131
N/A
78
13:37 CT
JLPF22 (Jan '22)
65.875
-2.875
N/A
65.875
65.875
68.750
1
8
13:37 CT
JLPG22 (Feb '22)
58.250
-2.250
N/A
58.250
58.250
60.500
1
3
13:37 CT
JLPH22 (Mar '22)
56.625
-0.625
N/A
56.625
56.625
57.250
1
3
13:37 CT
JLPJ22 (Apr '22)
50.500
unch
N/A
50.500
50.500
50.500
N/A
17
13:37 CT
JLPK22 (May '22)
50.000
unch
N/A
50.00
Kjøttmopeden
13.12.2021 kl 23:41
7723
Total investment will amount to $50 million
British mortgage company Mars Capital Finance Ltd is said to be in advanced talks with BW LPG Ltd to invest about $50 million for a minority stake in its Indian subsidiary BW LPG India Pvt Ltd, multiple sources said.
Oslo Stock Exchange listed, and Singapore-headquartered BW LPG is the world’s top owner and operator of liquefied petroleum gas (LPG) vessels, owning and operating Very Large Gas Carriers (VLGC) with a total carrying capacity of over 3 million cubic metres (CBM).
Chennai-based BW LPG India Pvt Ltd is the largest owner and operator of India-flagged VLGCs with a fleet of seven ships and one more being inducted by the second quarter of calendar year 2022.
Four of the eight VLGCs of BW LPG India were recently acquired from its parent BW LPG Ltd for an undisclosed amount.
Likely to invest
While announcing the sale of the four VLGCs to its Indian unit on December 8, BW LPG said that was in “advanced discussions with an investor for the acquisition of a minority stake in BW LPG India for a cash consideration of approximately $50 million”. It did not disclose the name of the investor.
Banking and shipping industry sources revealed that Glasgow-based Mars Capital Finance is the likely investor in BW LPG India.
“We are unable to provide further comment beyond what has been detailed in our press release (issued on 8 December),” a spokesperson for BW LPG said.
Mars Capital is a part of United Kingdom-based investor and asset manager Arrow Global Ltd which was acquired by British private equity firm TDR Capital LLP in October this year.
BW LPG India started out in 2017 as an equal joint venture between BW LPG and Global United India Shipping Pvt Ltd, a part of Singapore-based ship management company Synergy Group, founded by Captain Rajesh Unni.
In August this year, BW LPG Ltd said it took control of the three-year old Indian joint venture by raising its stake to 88 per cent from the previous 50 per cent.
The entire VLGC fleet of BW LPG India is technically managed by the Synergy Group.
India has overtaken Japan to become the second-largest importer of LPG in the world, spurring huge demand for LPG carriers to ship the cargo.
Some 23 LPG carriers are currently on charter by state-run oil firms for shipping LPG cargo into India, of which 15 are Indian flagged ships with BW LPG India accounting for seven of them.
Besides, there are spot cargoes every month, said an official.
On July 14, the Union Cabinet approved a subsidy scheme wherein Indian fleet owners will get a 10-15 per cent extra on charter rates, depending on age slabs, on ships registered in India after February 1 this year.
The government has budgeted a corpus of ₹1,624 crore to be disbursed as subsidy for moving crude oil, LPG, coal and fertiliser cargo for state-run firms, over five years.
British mortgage company Mars Capital Finance Ltd is said to be in advanced talks with BW LPG Ltd to invest about $50 million for a minority stake in its Indian subsidiary BW LPG India Pvt Ltd, multiple sources said.
Oslo Stock Exchange listed, and Singapore-headquartered BW LPG is the world’s top owner and operator of liquefied petroleum gas (LPG) vessels, owning and operating Very Large Gas Carriers (VLGC) with a total carrying capacity of over 3 million cubic metres (CBM).
Chennai-based BW LPG India Pvt Ltd is the largest owner and operator of India-flagged VLGCs with a fleet of seven ships and one more being inducted by the second quarter of calendar year 2022.
Four of the eight VLGCs of BW LPG India were recently acquired from its parent BW LPG Ltd for an undisclosed amount.
Likely to invest
While announcing the sale of the four VLGCs to its Indian unit on December 8, BW LPG said that was in “advanced discussions with an investor for the acquisition of a minority stake in BW LPG India for a cash consideration of approximately $50 million”. It did not disclose the name of the investor.
Banking and shipping industry sources revealed that Glasgow-based Mars Capital Finance is the likely investor in BW LPG India.
“We are unable to provide further comment beyond what has been detailed in our press release (issued on 8 December),” a spokesperson for BW LPG said.
Mars Capital is a part of United Kingdom-based investor and asset manager Arrow Global Ltd which was acquired by British private equity firm TDR Capital LLP in October this year.
BW LPG India started out in 2017 as an equal joint venture between BW LPG and Global United India Shipping Pvt Ltd, a part of Singapore-based ship management company Synergy Group, founded by Captain Rajesh Unni.
In August this year, BW LPG Ltd said it took control of the three-year old Indian joint venture by raising its stake to 88 per cent from the previous 50 per cent.
The entire VLGC fleet of BW LPG India is technically managed by the Synergy Group.
India has overtaken Japan to become the second-largest importer of LPG in the world, spurring huge demand for LPG carriers to ship the cargo.
Some 23 LPG carriers are currently on charter by state-run oil firms for shipping LPG cargo into India, of which 15 are Indian flagged ships with BW LPG India accounting for seven of them.
Besides, there are spot cargoes every month, said an official.
On July 14, the Union Cabinet approved a subsidy scheme wherein Indian fleet owners will get a 10-15 per cent extra on charter rates, depending on age slabs, on ships registered in India after February 1 this year.
The government has budgeted a corpus of ₹1,624 crore to be disbursed as subsidy for moving crude oil, LPG, coal and fertiliser cargo for state-run firms, over five years.
Frontman
14.12.2021 kl 00:05
7737
sheepman skrev Jan: 68750 (61500) Feb: 60500(56500) Mar 57250(5300)
Og kursen er 47
Flott, og i dag er det et godt eksempel at noen prøver å holde kursen så lav som mulig ved hver stigning så blir det solgt til lavere kurser nesten med en gang.
Just me
15.12.2021 kl 10:28
7669
VLGC spot rates:
AG/JP +2% to $49k/d: AG seems well balanced at the moment
USG/JP +1% to $54k/d: Lower activity as the arb has narrowed
AG/JP +2% to $49k/d: AG seems well balanced at the moment
USG/JP +1% to $54k/d: Lower activity as the arb has narrowed
ReservoarIng
15.12.2021 kl 11:24
7609
Salgene av BW Niigura og BW Sakura til mer en bokført verdi viser at NAV er høyst reell, med p/nav på ca 0.5 sitter aksjonærene med verdier på 100 kr/ aksje. Det er selvfølgelig ikke realistisk at vi ender der med det første, men det er jo plagsomt at ikke flere investorer ser dette.Hva tenker dere? Er det beste BW kan gjøre for aksjonærene å fortsette å selge skip selvom fraktratene er veldig bra ?
Kjøttmopeden
15.12.2021 kl 13:31
7969
BWLPG og børsene generelt er veldig påvirket av den nye virusvarianten,en variant som faktisk er begynnelsen på slutten på den her pandemien.I Sør-Afrika viser det seg at smitten eksploderer,men sykehusinnleggelser og død har flat utvikling.
Redigert 15.12.2021 kl 13:39
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Kjøttmopeden
15.12.2021 kl 16:56
7827
Gas
Chartering
EAST
We have seen several players moving on shipping for end Dec/early Jan laycans since end of last week, but the beginning of this week has been muted. Shipping availability remains tight on the front, but further into 5-15 Jan (basis MEG) we see more options from both the owners and the traders. One Indian charterer is currently working on an early January requirement, but otherwise we don’t expect much other activity until Saudi acceptances are out.
WEST
After a busy end to last week’s fixtures the West market has been rather quiet so far this week. The freight has pushed up a few dollars to mid/high 110s Houston-Chiba range with congestions in the Panama Canal stable. For first half January there are only a couple of available positions left and at the time of writing there are mainly owner-controlled vessels available further on and into second half January. Some relets are appearing on the horizon during last decade of the month and it seems the market is awaiting the US stats before making a move on what remains uncovered.
1.600.000$/måned.52.600$/dag.
Chartering
EAST
We have seen several players moving on shipping for end Dec/early Jan laycans since end of last week, but the beginning of this week has been muted. Shipping availability remains tight on the front, but further into 5-15 Jan (basis MEG) we see more options from both the owners and the traders. One Indian charterer is currently working on an early January requirement, but otherwise we don’t expect much other activity until Saudi acceptances are out.
WEST
After a busy end to last week’s fixtures the West market has been rather quiet so far this week. The freight has pushed up a few dollars to mid/high 110s Houston-Chiba range with congestions in the Panama Canal stable. For first half January there are only a couple of available positions left and at the time of writing there are mainly owner-controlled vessels available further on and into second half January. Some relets are appearing on the horizon during last decade of the month and it seems the market is awaiting the US stats before making a move on what remains uncovered.
1.600.000$/måned.52.600$/dag.
Senepsa
16.12.2021 kl 07:20
7564
Etter disse transaksjonene har BW LPG 4 477 345 av sine ordinære aksjer, noe som
representerer 3,15 % av antall utstedte aksjer. Aksjene som kjøpes vil bli
holdt som egne aksjer.
Trodde at aksjene skulle strykes.
representerer 3,15 % av antall utstedte aksjer. Aksjene som kjøpes vil bli
holdt som egne aksjer.
Trodde at aksjene skulle strykes.
Skitur
16.12.2021 kl 08:12
7490
De skulle vel kjøpe inntil 10 mil så da er det vel rundt 8.8 igjen, så det blir nok flere meldinger om kjøp fremover tenker jeg.
Kvistingen
16.12.2021 kl 08:30
7491
Det står i meldingen at de har kjøpt 848 000 aksjer i tilbakekjøpsprogrammet, så det gjenstår over 9mill. Dette inkluderer handler til og med i går.
JTC
16.12.2021 kl 18:42
7230
Aksjene strykes når tilbakekjøp programmet er ferdig dersom selskapet finner det gunstigst for aksjonærene på det tidspunktet. Spiller ingen rolle om selskapet eier aksjene eller har strøket de så lenge de ikke låner ut til short...
JTC
16.12.2021 kl 19:24
7320
Og selvsagt må man anta at selskapet synes inngang på disse nivåene er gunstige ja:)
charlie1102
16.12.2021 kl 20:22
7205
Dette fr forrige uken:" BW LPG steg kraftig på børs etter å ha solgt seks skip og lansert tilbakekjøp program. Toppsjefen sier han heller kjøper egne aksjer til halvpris enn skip til full pris".
sheepman
16.12.2021 kl 20:46
7183
Men hvorfor går ikke ratene? De burde jo ha steget heftig for 3 uker siden??
Avanceman
17.12.2021 kl 00:28
7020
JTC skrev Definitivt positivt for aksjonærer!
Kursen går opp ved at de kjøper egne aksjer, da det blir færre aksjer i markedet. Om ikke aksjene strykes kan de benyttes som betaling for investeringer, feks. oppkjøp av annen virksomhet.
Senepsa
17.12.2021 kl 05:57
6957
Høres ut som en fornuftig ting å gjøre 💰Hva lå ratene på for et år siden ⛴️
I dag ble det omsatt ca. 250000 aksjer på hele dagen pluss ca. 4000000 aksjer i etterhandelen. Er det inndekning av short og hvem selger ca 400000 aksjer på en gang i etterhandelen?
Sandsli invest
18.12.2021 kl 23:00
6174
I et godt fraktmarked hvor BWLPG kjøper tilbake aksjer er det rart at det ikke er større kursbevegelser. Salg skal jeg vurdere om prisen går opp 15%
sheepman
18.12.2021 kl 23:23
6308
har jo gått mellom 44 og 49 idet siste. Opp og ned, opp og ned... må vel til solide ratehopp før den skal bryte gjennom
JALLA
20.12.2021 kl 15:48
5953
BWLPG annonserte at de var i samtaler med en potensiel kjøper av en mindre post i BWLPG India. Blir spennende å se hvor stor denne posten blir og det vil jo sette en verdi på selskapet som burde utgjøre en betydelig sum for BWLPG tenker jeg. Hva tror dere dette kan utgjøre totalt sett for aksjekursen?
Redigert 20.12.2021 kl 16:03
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