Er dette en overreaksjon? Da de var noen millioner under forventning, men fortsatt bra resultat?

Gg

Bloomberg hadde consensus netto105m mot rapportert 100m, dvs 5% mindre, ca samme som reaksjon. Det var Avenir gas som tapte 5m. Har det selskapet noengang tjent penger ? Burde solgt det til Trøim eller Høegh som er partnere. Også Admin blir ganske stor kostnad, men de rapporterer dette som et tap på 14m.

Anyway jeg forventer at 2H blir dette reversert og vi ser kursen ta seg opp igjen.

Mulig kjøpsmulighet på denne dippen da egentlig, snakker et selskap som tjener godt med penger, stabilt og fremtidige utsikter ser lyse ut.

Gg

Fearnleys

SNI 2Q first take

SNI delivered headline figures above expectations, though, higher costs drove EBITDAadj and EPSadj slightly below estimates.

Stolt Tankers

Stolt Tankers earned an operating profit of USD 106.5m
Expenses up 5% due to increased cost for manning, maintenance and repairs, and insurance expenses.
COA share of volumes increased to 56% (50%). COA rates up 16.2% whilst spot rates were down 6% y/y
Deep-sea TCE of USD 32.9k/d – up 6.4% vs. previous guidance of 8-10%

Terminals

JV contribution of USD 19.4m (USD 17.7m in 2q23)
Revenue up c. 3% y/y to USD 76.4m despite utilisation being down to 2.5% previously as Stolt managed to realise higher storage rates, ancillary revenue, and added capacity.
Costs flat, SG&A and D&A slightly up

Stolt Containers – record number of shipments

Revenue down to USD 167m in 2q24, down from 189m last year largely driven by decreases in demurrage and depot revenues – though, partly offset by a close to 20% increase in shipments (albeit at lower rates)
Operating profit of USD 12.5m, down y/y from 39.7m (adj)

Outlook - OB up to 12% for specialised chemical tankers

Tankers: Expect 3Q increase in TCE of 2-4% - in line with our expectations hence expect limited estimate changes. If any, slightly positive revisions.
Terminals: Reshuffling to other speciality liquids will lead to lower results in the short term, but margin improvements in the long-term, acc. to mgmt. comments.
Containers: Expect increased rates as utilisation and shipments have strong momentum from 1H. Focus is now on pushing up margins. Firm demand out of Americas and Southeast Asia.

Overreaksjon med lavt sommer volum på Oslo børs. Helt utrolig at aksjen falt over 40kr på den rapporten.

Dnb meldte opp 1-3% på morgningen… Jaja kjøps muligheter da q3 ser ut til å bli sterkt!