Capital Clean Energy Carriers (CCEC) Q2 2025 Earnings Call July 31, 2025 08:00 AM ET Speaker0Thank you for standing by, and welcome to the Capital Clean Energy Carriers Corp. Second Quarter twenty twenty five Financial Results Conference Call. We have with us Mr. Jerry Caligaratos, Chief Executive Officer Mr. Brian Gallagher, Executive Vice President, Investor Relations and Mr.Nikos Trepodakis, Chief Commercial Officer. At this time, all participants are in a listen only mode. There will be a presentation f ...

Q2 2025 EARNINGS PRESENTATION July 31, 2025 capitalcleanenergycarriers.com Important Notice This presentation contains forward-looking statements (as such term is defined in Section 21E of the Securities Exchange Act of 1934, as amended). These statements can be identified by the fact that they do not relate only to historical or current facts. In particular, forward-looking statements include all statements that express forecasts, expectations, plans, outlook, objectives and projections with respect to fut ...

Company Overview - Capital Clean Energy Carriers (NASDAQ: CCEC) is currently valued at $21.29 per share, reflecting a 16% increase in its share price since the beginning of the year [1]. Investment Philosophy - The investment approach focuses on long-term value creation, emphasizing strong fundamentals, competitive advantages, and effective capital allocation by management teams [1]. - The strategy is influenced by classic value investors, seeking quality businesses trading below their intrinsic value and favoring long-term holdings [1]. Market Engagement - The company engages with a community of investors through platforms like Seeking Alpha, aiming to provide well-researched analysis and foster thoughtful discussions about market trends [1].

ATHENS, Greece, June 10, 2025 (GLOBE NEWSWIRE) -- Capital Clean Energy Carriers Corp. (NASDAQ:CCEC) (the “Company” or “our”) today announced that it has implemented a Dividend Reinvestment Plan (the “Plan”) to provide our shareholders with a convenient and economical way to reinvest cash dividends to purchase our common shares. The Plan is open to existing shareholders of the Company and investors who become shareholders of the Company in the future outside of the Plan. Participants in the Plan may: Automat ...

Capital Clean Energy Carriers (CCEC) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Company Participants Brian Gallagher - Executive Vice President of Investor RelationGerasimos Kalogiratos - CEO and DirectorNikos Tripodakis - Chief Commercial OfficerJonathan Chappell - Senior Managing DirectorLiam Burke - Managing DirectorNikos Kalapotharakos - CFOOmar Nokta - Managing DirectorCliment Molins - Head of Shipping Research Conference Call Participants Alexander Bidwell - Associate Analyst Operator Thank you fo ...

Financial Data and Key Metrics Changes - Net income from operations for Q1 2025 was just under $81 million, including a gain of $46.2 million from the sale of two container vessels [5] - Total cash position increased to $420 million, supported by the completion of two container sales [8] - The firm charter backlog increased to $3.1 billion, reflecting positive fundamentals in the energy shipping market [6][10] Business Line Data and Key Metrics Changes - The company has raised a total of $472.2 million in net proceeds from the sale of 12 container vessels since December 2023, reallocating capital towards gas transportation assets [5] - The average charter duration across the fleet is now 7.3 years, with a charter backlog of $2.8 billion in contract revenue for the LNG fleet [9][10] Market Data and Key Metrics Changes - The LNG carrier, Infosys two, commenced a seven-year charter, contributing to the increased charter backlog [6] - The long-term time charter market has remained stable, with ten-year rates in the high eighties to low nineties range [20] Company Strategy and Development Direction - The company aims to solidify its existing charter book and secure long-term employment for remaining LNG carriers, capitalizing on the growing LNG industry [27] - The focus is on maintaining a dense fleet with the lowest unit rate cost and environmental footprint, aligning with emerging regulatory requirements [28][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate market volatility and highlighted the importance of maintaining a strong balance sheet [8][12] - The company is closely monitoring the impact of U.S. trade policies and tariffs on LNG exports, indicating a low probability of adverse effects on its business model [14][15] Other Important Information - The company has a strong framework for building its gas transportation portfolio, with no single counterparty representing more than 20% of the contract revenue backlog [11] - The new building CapEx program is valued at $2.3 billion, with $467 million already paid in advances [12] Q&A Session Summary Question: CapEx schedule adjustments - Management confirmed that adjustments to the CapEx schedule were made in collaboration with partners and shipbuilders, allowing for flexibility in chartering opportunities [33] Question: Discussions on gas carriers - Ongoing discussions focus on liquid CO2 and other gas volumes, with interest from large companies for three to five-year charters [35][36] Question: Supply-demand dynamics - Management acknowledged that charters are recognizing the supply-demand fundamentals and are willing to pay rates reflecting future market conditions [41] Question: Regasification capacity - There are no expected issues with regasification capacity covering liquefaction capacity in key markets like China, Japan, and Europe [47] Question: Floating storage opportunities - Currently, there are no indications of demand for floating storage due to the costs associated with LNG boil-off [49] Question: U.S. built LNG carriers - The cost of U.S. built LNG carriers is expected to be significantly higher than those built in Korea or China, with compliance responsibilities likely falling on liquefaction operators [60][62]

Capital Clean Energy Carriers Corp. (CCEC) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 52.78%. A quarter ago, it was expected that this company would post earnings of $0.36 per share when it actually produced earnings of $0.36, delivering no surprise.Over the last four quarters, t ...

May 8, 2025 capitalcleanenergycarriers.com Q1 2025 EARNINGS PRESENTATION Important Notice This presentation contains forward-looking statements (as such term is defined in Section 21E of the Securities Exchange Act of 1934, as amended). These statements can be identified by the fact that they do not relate only to historical or current facts. In particular, forward-looking statements include all statements that express forecasts, expectations, plans, outlook, objectives and projections with respect to futur ...

ATHENS, Greece, May 08, 2025 (GLOBE NEWSWIRE) -- Capital Clean Energy Carriers Corp. (the “Company,” “CCEC”, “we” or “us”) (NASDAQ: CCEC), an international owner of ocean-going vessels, today released its financial results for the first quarter ended March 31, 2025. Key Quarterly Highlights New long term time charter agreements (“TC”) for two LNG/Cs under construction and exercise of certain options for three of our in-the-water LNG/Cs Contracted revenue backlog increased to $3.1 billion or $4.5 billion inc ...

Capital Clean Energy Carriers Corp. (CCEC) shares ended the last trading session 7.1% higher at $19.75. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 6.9% loss over the past four weeks.Shares of CCEC, which will release first-quarter 2025 results on May 8, gained due to signs of the tariff-related tensions easing. The shipping industry is responsible for transporting goods involved in world trade. The slowdown in ...