Utbytte signaliseres fra Star Bulk


Bra pod cast om Star Bulk, her blir det snart utbytte!

https://seekingalpha.com/article/4299497-star-bulk-carriers-president-dry-bulk-market-podcast-transcript

Topics covered:
0:30 minute mark - Start of discussion/How is the overall dry bulk market developing?
4:15 - How is IMO 2020 developing so far? Any distortions in the markets?
5:15 - Have there been any delays to SBLK's scrubber installations?
8:20 - Where is your fleet positioned, Atlantic vs. Pacific? Rate differences?
10:20 - What is the impact of the US-China trade war? Meaningful impact?
13:45 - Are Chinese environmental initiatives impacting the markets?
16:00 - What is causing the recent Capesize rate decline?
18:20 - Can we expect dividends soon? End of year?
21:30 - Potential for more fleet acquisitions? Criteria?
22:45 - Impact of scrubbers on future earnings potential?
26:30 - Is there any charter activity for scrubber-equipped vessels?
30:30 - Star Bulk still trades at a huge discount to NAV, any plans to fix?
33:00 - Repurchases v. Dividends Discussion

kjøpte 10% ekstra i denne idag, blir nok ikke fest-tall q3, men snart er scrubberkostnadene over og pengene kommer, foretrekker tilbakekjøp fremfor utbytte hvis kursen holder seg lav i forhold til nav i nærmeste fremtid