Shipping
Search documents
QuantumScape: Buying Opportunities Present Again Amid New Milestones And Recent Selloff
Seeking Alpha· 2025-10-24 17:05
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
Robin Energy Ltd. Announces Pricing of $7.0 Million Registered Direct Offering
Globenewswire· 2025-10-24 13:00
LIMASSOL, Cyprus, Oct. 24, 2025 (GLOBE NEWSWIRE) -- Robin Energy Ltd. (NASDAQ:RBNE) ("Robin Energy" or the "Company"), an international ship-owning company providing energy transportation services globally, today announced that it has entered into a securities purchase agreement with a single institutional investor to purchase 6,540,000 common shares (or pre-funded warrants in lieu thereof) at an offering price of $1.07 per share and an offering price of $1.069 per pre-funded warrant, for gross proceeds of ...
Nippon Yusen Kabushiki Kaisha (NPNYY) Discusses Business Opportunities and Strategy in Next-Generation Marine Fuels Transition Transcript
Seeking Alpha· 2025-10-24 12:17
Core Points - The webinar focuses on next-generation marine fuel and the business opportunities arising from this transition, along with the company's strategy in this area [1]. Group 1 - The General Manager of the IR Group, Yasuaki Okada, is hosting the webinar and emphasizes the importance of the topic [1]. - Mr. Rokuroda, General Manager of the Next-Generation Fuel Business Group, is leading the discussion on the creation of various business opportunities related to next-generation marine fuel [1]. Group 2 - A Q&A session will follow the presentation, with questions accepted only via web chat [2]. - The company is currently in a quiet period before the second quarter earnings, limiting discussions on financial results [2].
Matson Is Quietly Winning The Pacific Trade Game
Seeking Alpha· 2025-10-24 11:34
Group 1 - Matson (NYSE: MATX) is characterized as a stable and boring name in the shipping sector, focusing on niche, high-value routes rather than competing primarily by scale [1] - The company experienced a very strong Q1, indicating robust financial performance [1] Group 2 - The investment strategy discussed emphasizes fundamental momentum indicators such as EPS, ROE, and revenue, along with price-volume confirmation and macro filters [1] - Econometric tools like GARCH and Granger causality are utilized to understand risk and volatility, highlighting a comprehensive approach to market analysis [1]
X @Bloomberg
Bloomberg· 2025-10-24 09:40
Shipping Industry & Geopolitics - A Chinese shipping firm, Pacific Gas, owns a liquefied natural gas (LNG) tanker [1] - The tanker appears to be receiving fuel from a sanctioned Russian vessel off Malaysia [1]
Helix Energy Solutions: Prospects Still Solid Despite Near-Term Challenges - Buy
Seeking Alpha· 2025-10-24 02:59
Group 1 - The focus has shifted from primarily tech stocks to include offshore drilling, supply industry, and shipping sectors such as tankers, containers, and dry bulk [1] - There is an emerging interest in the fuel cell industry, which is still in its nascent stage [1] Group 2 - The individual has a background in auditing with PricewaterhouseCoopers and transitioned to day trading nearly 20 years ago [2] - The experience includes navigating significant market events such as the dotcom bubble, the aftermath of the World Trade Center attacks, and the subprime crisis [2]
Dynagas LNG Partners LP Declares Cash Distribution On Its Series A Preferred Units
Globenewswire· 2025-10-23 20:05
ATHENS, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Dynagas LNG Partners LP (the “Partnership”) (NYSE: “DLNG”), an owner and operator of LNG carriers, today announced that its Board of Directors has declared a cash distribution of $0.5625 per unit on its Series A Cumulative Redeemable Perpetual Preferred Units (the “Series A Preferred Units”) (NYSE: DLNG PR A) for the period from August 12, 2025 to November 11, 2025. The cash distribution is payable on November 12, 2025 to all preferred unit holders of record as of N ...
Robin Energy Ltd. Reports Results for the Three Months Ended September 30, 2025 and for the Nine Months Ended September 30, 2025.
Globenewswire· 2025-10-23 13:00
LIMASSOL, Cyprus, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Robin Energy Ltd. (NASDAQ: RBNE), (“Robin”, or the “Company”), an international ship-owning company providing energy transportation services globally, today announced its results for the three months and the nine months ended September 30, 2025. Highlights of the Third Quarter Ended September 30, 2025: Total vessel revenues: $2.0 million, as compared to $1.4 million for the three months ended September 30, 2024, or a 42.9% increase;Net income: $0.2 million ...
UPDATE ON FIXED INCOME INVESTOR MEETINGS
Globenewswire· 2025-10-23 06:37
Core Insights - CMB.TECH has decided not to proceed with the issuance of a senior unsecured bond due to less favorable terms compared to other funding sources available [1] Company Overview - CMB.TECH is one of the largest listed, diversified maritime groups globally, operating a fleet of approximately 250 vessels, including dry bulk vessels, crude oil tankers, chemical tankers, container vessels, offshore wind vessels, and port vessels [2] - The company also provides hydrogen and ammonia fuel to customers, either through its own production or via third-party producers [2] - CMB.TECH is headquartered in Antwerp, Belgium, with offices across Europe, Asia, the United States, and Africa [3] - The company is listed on Euronext Brussels and the NYSE under the ticker symbol "CMBT" and on Euronext Oslo Børs under "CMBTO" [3]
ZIM Integrated: Appears Undervalued With Strong Free Cash Flows (NYSE:ZIM)
Seeking Alpha· 2025-10-23 04:00
ZIM Integrated Shipping Services (NYSE: ZIM ) has been one of those companies that came up on many income-focused investors' radars as it carried a massive dividend yield. With that in my mind, I want toAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that ...