HLNG - er bunnen satt?
HLNG har nå verdens mest moderne FSRU-flåte og når Delivery #10 er klar i Q2 2019 er de også overlegen i tonnasje.
Ser av handelen at et par tyske fond pluss Clearstream og Fondsfinans Norge driver og selger seg ut, så vi skal vel ned og snuse på 38 igjen selv om det er satt dobbeltbunn.
Høegh LNG, Excelerate Energy og Golar LNG har tilsammen 26 FSRU i markedet i Q2 2019. Noen som vet hvor mange det er totalt?
Ser av handelen at et par tyske fond pluss Clearstream og Fondsfinans Norge driver og selger seg ut, så vi skal vel ned og snuse på 38 igjen selv om det er satt dobbeltbunn.
Høegh LNG, Excelerate Energy og Golar LNG har tilsammen 26 FSRU i markedet i Q2 2019. Noen som vet hvor mange det er totalt?
Redigert 20.01.2021 kl 00:56
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upsidedown
23.12.2018 kl 20:50
3580
Positivt Q3
INTERIM RESULTS FOR THE QUARTER ENDED 30 SEPTEMBER 2018
Highlights for the quarter ended 30 September 2018
• EBITDA1 of USD 47.9 million
• Net profit of USD 6.0 million
• Dividend of USD 0.025 per share paid in the third quarter of 2018
• Secured commitments for debt financing of FSRU #9 and FSRU #10
Subsequent events
• Dividend of USD 0.025 per share declared in the fourth quarter of 2018
• Investment in Avenir LNG to pursue small-scale LNG opportunities
• Höegh Esperanza commencing FSRU operations in Tianjin, China
• Höegh LNG Partners LP secured commitments for refinancing of Höegh Gallant and Höegh Grace
Fully financed and expanding LNG markets
Höegh LNG reports record income and EBITDA for the third quarter of 2018, reflecting stable commercial operations, a full quarter of revenue contribution from Höegh Esperanza under its FSRU/LNGC contract with CNOOC, and higher charter hire generated by Höegh Giant. During the third quarter, Höegh LNG received commitment letters for the financing of its two FSRUs under construction, making the newbuilding programme fully financed. The book equity ratio was stable at 38% at 30 September 2018.
The small-scale LNG market is developing into an important source of additional LNG demand. With its investment in Avenir LNG Ltd., Höegh LNG intends to contribute to creating the leading provider of small- scale LNG volumes for the power, bunkering, trucking and industrial markets. Access to storage and reloading services provided by FSRUs is critical for a successful small-scale LNG operation, while well- developed small-scale LNG services are expected to stimulate FSRU capacity uptake by expanding the number of viable markets for full-size newbuilding FSRUs.
The LNG market continues to develop favourably. Backed by robust demand growth in Asia, volumes continue to increase, and upstream investors have again sanctioned new LNG production capacity. This will enable further expansion of LNG markets and should support FSRU demand. Höegh LNG remains involved in the final selection stages for several prospective FSRU projects with scheduled start-ups expected by 2020-2021, and will take an opportunistic approach to the cyclically strong LNGC chartering market in order to maximise earnings for the interim period.
INTERIM RESULTS FOR THE QUARTER ENDED 30 SEPTEMBER 2018
Highlights for the quarter ended 30 September 2018
• EBITDA1 of USD 47.9 million
• Net profit of USD 6.0 million
• Dividend of USD 0.025 per share paid in the third quarter of 2018
• Secured commitments for debt financing of FSRU #9 and FSRU #10
Subsequent events
• Dividend of USD 0.025 per share declared in the fourth quarter of 2018
• Investment in Avenir LNG to pursue small-scale LNG opportunities
• Höegh Esperanza commencing FSRU operations in Tianjin, China
• Höegh LNG Partners LP secured commitments for refinancing of Höegh Gallant and Höegh Grace
Fully financed and expanding LNG markets
Höegh LNG reports record income and EBITDA for the third quarter of 2018, reflecting stable commercial operations, a full quarter of revenue contribution from Höegh Esperanza under its FSRU/LNGC contract with CNOOC, and higher charter hire generated by Höegh Giant. During the third quarter, Höegh LNG received commitment letters for the financing of its two FSRUs under construction, making the newbuilding programme fully financed. The book equity ratio was stable at 38% at 30 September 2018.
The small-scale LNG market is developing into an important source of additional LNG demand. With its investment in Avenir LNG Ltd., Höegh LNG intends to contribute to creating the leading provider of small- scale LNG volumes for the power, bunkering, trucking and industrial markets. Access to storage and reloading services provided by FSRUs is critical for a successful small-scale LNG operation, while well- developed small-scale LNG services are expected to stimulate FSRU capacity uptake by expanding the number of viable markets for full-size newbuilding FSRUs.
The LNG market continues to develop favourably. Backed by robust demand growth in Asia, volumes continue to increase, and upstream investors have again sanctioned new LNG production capacity. This will enable further expansion of LNG markets and should support FSRU demand. Höegh LNG remains involved in the final selection stages for several prospective FSRU projects with scheduled start-ups expected by 2020-2021, and will take an opportunistic approach to the cyclically strong LNGC chartering market in order to maximise earnings for the interim period.
upsidedown
23.12.2018 kl 20:56
3572
Innsidekjøp
HÖEGH LNG : MANDATORY NOTIFICATION OF TRADE
December 22, 2018
Hamilton, Bermuda, 22 December 2018 - Höegh LNG Holdings Ltd. ("Höegh LNG" or the "company") advises that Leif Höegh & Co. Ltd. ("LHC"), a primary insider of Höegh LNG, purchased 22,478 ordinary shares in the company on 21 December 2018 for a price of NOK 37.8571 per share and 100,000 common units in Höegh LNG Partners LP ("HMLP") on 21 December 2018 for a price of USD 15.10 per unit.
Following the above transactions, LHC, which is indirectly controlled by Leif O. Høegh and by family trusts under which Morten W. Høegh and his immediate family are primary beneficiaries, holds a total of 33,159,509 shares, representing 42.92% of the shares in the company and 438,801 common units in HMLP.
In addition, the below Brompton Cross entities, which are co-investment vehicles for management of Höegh Capital Partners, indirectly controlled by Leif O. Høegh and by family trusts under which Morten W. Høegh and his immediate family are primary beneficiaries, hold the following ownership interest in the company:
Brompton Cross VIII Limited holds 28,500 shares, representing 0.04% of the shares in issue.
Brompton Cross IX Limited holds 28,500 shares, representing 0.04% of the shares in issue.
The percentage has been calculated based on a total of 77,260,580 shares in issue.
HÖEGH LNG : MANDATORY NOTIFICATION OF TRADE
December 22, 2018
Hamilton, Bermuda, 22 December 2018 - Höegh LNG Holdings Ltd. ("Höegh LNG" or the "company") advises that Leif Höegh & Co. Ltd. ("LHC"), a primary insider of Höegh LNG, purchased 22,478 ordinary shares in the company on 21 December 2018 for a price of NOK 37.8571 per share and 100,000 common units in Höegh LNG Partners LP ("HMLP") on 21 December 2018 for a price of USD 15.10 per unit.
Following the above transactions, LHC, which is indirectly controlled by Leif O. Høegh and by family trusts under which Morten W. Høegh and his immediate family are primary beneficiaries, holds a total of 33,159,509 shares, representing 42.92% of the shares in the company and 438,801 common units in HMLP.
In addition, the below Brompton Cross entities, which are co-investment vehicles for management of Höegh Capital Partners, indirectly controlled by Leif O. Høegh and by family trusts under which Morten W. Høegh and his immediate family are primary beneficiaries, hold the following ownership interest in the company:
Brompton Cross VIII Limited holds 28,500 shares, representing 0.04% of the shares in issue.
Brompton Cross IX Limited holds 28,500 shares, representing 0.04% of the shares in issue.
The percentage has been calculated based on a total of 77,260,580 shares in issue.
Hartepool
24.12.2018 kl 07:20
3478
Hlng kuttet utbyttet kraftig for et år siden.
Nå tjener selskapet mer enn under hele urbyttutbetalingsperioden.
Det er på tide å øke utbyttet sterk, og signalisere enda høyere utbytter fremover.
Nå tjener selskapet mer enn under hele urbyttutbetalingsperioden.
Det er på tide å øke utbyttet sterk, og signalisere enda høyere utbytter fremover.
lynx
04.01.2019 kl 17:11
3162
HLNG har nå satt en tydelig dobbelt bunn rundt kr 35. I tillegg er det en omvendt skulder på hver side av disse bunnene. Man skal ikke se seg blind på teknisk analyse, men bildet tyder sterkt på at det verste nå er unnagjort og at aksjen er i ferd med å innlede en stigende trend. Det er i hvert fall lov å håpe!
Ser litt på nyhetshistorikken, på tall og utviklingen av denne aksjen og det påstås at forutsetningene nå for Hlng er bedre enn da aksjekursen var all time high. Stemmer dette?
Nordea har kursmål over 60.
Hva er greia? Leser: Stort sett bare gode nyheter. Megleranbefalinger. Teknisk satt dobbel bunn etc etc.
Er det usikre kontrakter? Er det skip som ikke er i drift? Er kontraktene for dårlige? Er aksjen ikke poppis nok pga lavt utbytte? Skygger tyngre aktører ( fond finansinstitusjoner) banen pga hovedeiers høye aksjeandel?
Honnør til trådstarter her...."vi skal vel ned og snuse på 38 igjen selv om det er satt dobbeltbunn". Traff godt :)
Nordea har kursmål over 60.
Hva er greia? Leser: Stort sett bare gode nyheter. Megleranbefalinger. Teknisk satt dobbel bunn etc etc.
Er det usikre kontrakter? Er det skip som ikke er i drift? Er kontraktene for dårlige? Er aksjen ikke poppis nok pga lavt utbytte? Skygger tyngre aktører ( fond finansinstitusjoner) banen pga hovedeiers høye aksjeandel?
Honnør til trådstarter her...."vi skal vel ned og snuse på 38 igjen selv om det er satt dobbeltbunn". Traff godt :)
mimsa
13.02.2019 kl 13:57
2551
Kun 9 børsdager igjen før Q4. Ble det ikke sagt ved Q3 at de ventet like bra eller bedre resultat ved Q4. De fleste meglere har kursmål rundt kr60 (Nordea 61). Ved Q3 spratt den nesten 30%, men av uforståelige grunner har den falt ganske mye tilbake. Nå stiger den jevnt. Vil ikke forundre meg om vi ser kurs tett oppunder kr50 før februar er over.
peterdawn
25.02.2019 kl 11:14
2315
Kina kommer til å kjøpe inn mye LNG fra USA fremover. Da trenger de FSRUene til HLNG. (tror jeg i alle fall). Men det virker ikke som noen andre tror det... Ja ja. Det er vel ikke all verdens neddside i denne aksjen nå? Men får vel vite på onsdag.
upsidedown
27.02.2019 kl 08:52
2028
Tror vi har solid bunn rundt 38. Etter Q3 var det et tysk fond som lettet seg betraktelig. De har fortsatt over 4 prosent, så det gjennstår å se om de er på selgeren igjen når kursen løfter seg.
Det er ikke så lenge siden Høegh selv handlet en større aksjepost på kurs 66,5 ,- før kjøp av dette fondet. Prisen nå er latterlig lav
Bruns
27.02.2019 kl 09:31
1950
Solide tall. Bør være flere meglerhus som tar dekning på denne aksjen nå. DNB har kursmål 64 før evt justeringer
Vikpat
27.02.2019 kl 09:52
1913
Really strange price development, despite positive result for Q4, more sellers. It looks like the market is not pleased regarding new orders.
Redigert 27.02.2019 kl 10:05
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peterdawn
27.02.2019 kl 10:05
1890
Disse tallene var ikke så innmari gode. Synes kursreaksjonen er bra. Det som er driverne er jo om alle kontrakene de har i pipeline kommer inn. Jeg har kullsviertro på dette. Men markedet virker avventende fordi HLNG har gått på smeller med kontraktene før. Det gir også mening for meg. Men med Kinas økende behov for LNG tror jeg på et bra halvår for HLNG. Men kontraktene kan glippe som sist selvfølgelig. Men uansett er det liten nedside på dagens kurser. Så jeg skal nok sitte på aksjene mine en stund.
El Gordo..
28.02.2019 kl 11:40
1726
Når rottene hos nordea har ribbet aksjer fra de små...kommer ny oppdatering og sterkt kjøp...verden vil bedras...
Mvh.
Mvh.