Group 1 - Capital Link is hosting a series of online Company Presentations featuring senior management teams from leading listed maritime companies to discuss business development, strategy, growth prospects, and sector outlook [1] - The Company Presentation Series will include sessions lasting no more than 45 minutes, consisting of a company slide presentation followed by a live Q&A [2] - Institutional investors can request one-on-one meetings with company management by contacting Capital Link [2] Group 2 - The first two presentations will feature Scorpio Tankers Inc. on January 7, 2025, at 11:00 AM ET and International Seaways, Inc. on January 9, 2025, at 10:00 AM ET [6]

Group 1 - International Seaways Inc. (NYSE: INSW) will be added to the S&P SmallCap 600 index effective prior to the opening of trading on December 30, 2024 [2] - Consolidated Communications Holdings (NASD: CNSL) will be removed from the S&P SmallCap 600 index as part of the same change [2] - The acquisition of Consolidated Communications by Searchlight Capital Partners and British Columbia Investment Management Corporation (BCI) is expected to be completed soon, pending final closing conditions [2] Group 2 - S&P Dow Jones Indices is recognized as the largest global resource for index-based concepts, data, and research, with a significant amount of assets invested in products based on its indices [3] - The S&P 500 and the Dow Jones Industrial Average are among the iconic financial market indicators provided by S&P Dow Jones Indices [3] - S&P DJI has a long history of innovation in index development since the first index was created in 1884 [3]

Core Insights - The article reflects on the author's personal journey from a conventional urban lifestyle to a self-sufficient existence in nature, emphasizing the spiritual aspect of this transformation [1] - It highlights the importance of timing in financial markets and personal life, suggesting that misalignment can lead to destructive outcomes [1] - The author expresses a desire to share insights gained from personal experiences rather than conventional financial metrics, indicating a shift in focus from comparative returns to personal growth [1] Group 1 - The transition from urban living to a self-sufficient lifestyle in the woods represents a significant change in the author's relationship with financial markets and personal well-being [1] - The author views life as a long-term investment, with a focus on maximizing value through experiences, even if they involve volatility [1] - The pandemic's volatility is perceived as a valuable experience that has contributed to personal growth and understanding of life's deeper meanings [1] Group 2 - The author emphasizes the importance of direct experience for learning, indicating that personal mistakes are more impactful than observing others' errors [1] - Writing is described as a crucial part of the research process, with a newfound intention to share insights with a broader audience [1] - The article concludes with a philosophical reflection on the nature of value and priorities, suggesting that true treasures are not material but spiritual [1]

Core Viewpoint - International Seaways (NYSE: INSW) is highlighted as a strong investment opportunity in the tanker market, known for impressive dividends and a solid balance sheet [1]. Group 1: Investment Characteristics - INSW is considered the closest way to invest in the broad tanker market, making it an attractive option for investors [1]. - The company distributes significant dividends, which are appealing to income-focused investors [1]. - The balance sheet of INSW is noted to be robust, indicating financial stability [1]. Group 2: Investment Strategy - The author emphasizes a preference for overlooked companies that offer asymmetric risk rewards and juicy dividend yields [1]. - A filtering process for new investment ideas includes looking for at least two of the three characteristics: being overlooked, offering asymmetric risk rewards, and paying dividends [1]. - The analytical approach is fundamentally driven, with a focus on numbers and technical analysis to optimize market timing [1].

International Seaways, Inc. Third Quarter 2024 Earnings Presentation November 7, 2024 INSW NYSE Disclaimer Forward-Looking Statements During the course of this presentation, the Company (International Seaways, Inc. (INSW)) may make forward-looking statements or provide forward-looking information. All statements other than statements of historical facts should be considered forward-looking statements. Some of these statements include words such as ''outlook,'' ''believe,'' ''expect,'' ''potential,'' ''conti ...

International Seaways (INSW) came out with quarterly earnings of $1.57 per share, beating the Zacks Consensus Estimate of $1.42 per share. This compares to earnings of $1.99 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.56%. A quarter ago, it was expected that this company would post earnings of $2.50 per share when it actually produced earnings of $2.37, delivering a surprise of -5.20%.Over the last four quarters, the co ...

When thinking about stocks with recession-resistant characteristics, a few key metrics come to mind. First are low-beta stocks. Beta measures how much a stock’s price moves compared to the overall market. A beta of 1 means that, on average, when the market went up 10% in a month, the stock also went up 10%. Conversely, if the market went down 10%, so did the stock. The stock market tends to fall in a recession. So, stocks with betas significantly less than one are likely to fall less than the market, raisin ...

Core Viewpoint - International Seaways (INSW) is well-positioned to benefit from the growing dislocation between oil supply and demand, with a strong focus on dividends and share buybacks, making it an attractive investment opportunity [1][20]. Company Overview - INSW owns a large fleet of crude and product tankers with an average age of 12.1 years, generating over 80% of its revenues from pool agreements [2][3]. - The fleet consists of more than 70 tankers, including 13 VLCCs, 13 Suezmax, and 36 Handymax/MR2 vessels [3]. Financial Performance - In 2Q24, INSW reported a fleetwide day rate of $37,940 and a daily operating expense (OPEX) of $8,600, with EPS declining to $2.91 from $3.11 year-over-year [2][10]. - The company declared a dividend of $1.50 per share for 2Q24, resulting in an 11.8% yield, and repurchased shares worth $25 million as part of a $50 million buyback program [2][14]. Revenue Breakdown - More than 80% of INSW's revenue comes from pool agreements, with 11% from time charters and 7% from voyage charters [2][4]. - Pool revenue declined by $40 million year-over-year, while time charter revenue grew by 19% [10]. Operating Efficiency - INSW's breakeven cash flow is $16,100 per day, indicating operational efficiency, and the company has maintained stable operating expenses despite revenue fluctuations [6][19]. - The company has a healthy balance sheet with a loan-to-value (LTV) ratio below 30% and total liquidity of $662 million [11][13]. Market Position - INSW trades at 76% of its net asset value (NAV), with a market capitalization of $2,450 million and a NAV of $3,207 million [15]. - The tanker market is expected to experience a supply deficit in the next 18-24 months due to an aging fleet and limited new ship deliveries [19]. Investment Appeal - The combination of a double-digit dividend yield, active share buybacks, and a solid financial position supports a "Strong Buy" rating for INSW [20].

A STORE D THING L TH 0 4 TIP H 4 Holly 4 17 l I HeliRy Listen and subscribe to the Marketplace Roundtable on these podcast platforms: International Seaways (NYSE:INSW) CEO Lois Zabrocky and CFO Jeff Pribor joined Value Investor's Edge Live on Aug. 27, 2024, to discuss the crude tanker and product tanker markets and ongoing company prospects. INSW has produced exceptional operating results over the past two years and their balance sheet has been transformed into rock-solid status. However, sentiment has rece ...

Nearmap Yesterday, International Seaways (NYSE:INSW) published its 2024-Q2 quarterly results. Despite the earnings per share missing analysts' expectations by $0.14/share, revenues met projections, leading to a 2.6% rise in the stock during pre-market trading. In this article, I will provide a comprehensive review of International Seaways earnings and I will explain why I believe the stock is worth a buy rating. If you are interested in oil tanker companies, you can have a look at some previous articles tha ...