Financial Data and Key Metrics Changes - The company generated net income of approximately $99 million for the third quarter, with additional net income reported at $98 million or $0.81 per share, and net income for the quarter around $93 million or $0.77 per share [2][3][4] - Total contracted revenues amount to $2.6 billion, with a remaining time charter duration of about 3.2 years [3][4] - Liquidity stands at about $560 million [4] Business Line Data and Key Metrics Changes - The company remains the sole shareholder of 69 containerships and the controlling shareholder of Neptune Maritime Leasing [2] - Eight vessels have been fixed with a forward start for periods ranging from 12 to 38 months, resulting in increased contracted revenues of about $310 million [2][4] - The fleet deployment is at 100% for 2025 and 80% for 2026 [2][4] Market Data and Key Metrics Changes - The charter market remains strong with an idle fleet of less than 1%, indicating a fully employed market [3][5] - Charter rates in the containership market are stable and healthy, supported by a vessel shortage and steady demand [3][5] - The positive outcome from trade discussions between the U.S. and China is expected to contribute to increased global trade flows [3] Company Strategy and Development Direction - The company has concluded newbuild contracts for two additional 3,100 TEU containerships, bringing the total newbuilding orders to six, with expected delivery in Q1 2028 [4] - The company is focusing on both newbuildings and potential second-hand acquisitions, indicating a proactive approach to fleet expansion [12][13] Management's Comments on Operating Environment and Future Outlook - Management noted that the charter market remains healthy, with demand for ships easily absorbed, despite geopolitical events that may affect future conditions [10][11] - There is uncertainty regarding the sustainability of recent increases in freight rates, which may be influenced by external factors such as geopolitical tensions [17][19] Other Important Information - Neptune Maritime Leasing has funded or committed to fund 50 shipping assets for a total amount exceeding $650 million [3][5] - The company maintains a long uninterrupted dividend track record [5] Q&A Session Summary Question: How has chartering activity developed over the past couple of months? - Management indicated that box rates have been increasing, particularly on the US West Coast trade route, and that there is a shortage of ships, leading to a healthy charter market [10] Question: Is the recent increase in freight rates sustainable? - Management acknowledged that the increase may be due to front-running and cannot predict long-term sustainability, as historical trends show a negative trajectory [17][19] Question: Can you discuss the acquisition of the second-hand vessel and future opportunities? - The acquisition was a structured sale-and-leaseback deal with Maersk, and management expressed that there may be more opportunities in the future [12] Question: What is the likelihood of Maersk exercising charter options? - Management stated that it is up to the charterer to decide based on market conditions, and they have conservatively factored in a one-year time charter period [19]

Core Viewpoint - Performance Shipping Inc. has secured a time charter contract with SeaRiver Maritime for its M/T P. Long Beach, enhancing the company's revenue backlog and demonstrating a strong partnership with ExxonMobil [1][3]. Company Summary - Performance Shipping Inc. specializes in the ownership of tanker vessels and provides shipping transportation services through spot voyages, pool arrangements, and time charters [5]. Charter Agreement Details - The M/T P. Long Beach will be chartered for 24 months at a daily gross rate of US$30,500, expected to generate approximately US$21.35 million in secured revenue for the minimum duration of the charter [2]. - The vessel is anticipated to be delivered to SeaRiver around mid-December 2025, following its redelivery from the previous charterer [2]. Financial Impact - The new charter increases the company's fleetwide secured revenue backlog to approximately US$257 million as of October 1, 2025, and raises fixed charter coverage to about 52% for 2026 and 41% for 2027 [4]. - This contract also contributes to lowering the cash flow breakeven rate for open days, optimizing fleet deployment strategy [4].

Core Insights - Japan's largest ocean shipping lines experienced a significant decline in Q2 profits due to the U.S. tariff war, leading to a downward revision of their 2025 forecasts [1][3] Financial Performance - Ocean Network Express reported Q2 revenue of $4.46 billion, a 24% decrease from $5.9 billion in the same quarter last year, with net profit dropping 86% to $285 million from $1.9 billion [1] - The joint venture of K Line, MOL, and NYK saw EBITDA fall to $881 million from $2.4 billion, and EBIT decrease to $282 million from $2.5 billion [2][3] Market Dynamics - Container volume increased by 1%, lagging behind the industry-wide growth of 3.7%, while revenue per twenty-foot equivalent unit (TEU) dropped by 24.8%, closely matching the CTS decrease of 24.9% [4] - The U.S. trade war negatively impacted trans-Pacific volumes, with eastbound volumes down 2.6% and westbound volumes down 26.7% year-over-year [4] Operational Metrics - Vessel utilization on the eastbound trans-Pacific route fell from 100% to 91% year-over-year, while westbound utilization dropped from 39% to 24% [5] Outlook - The company maintains a cautious outlook for the full year, revising full-year EBIT down from $400 million to $250 million and profit from $700 million to $310 million, anticipating negative results in the second half year-over-year [3]

Highlights (1/4) Third Quarter 2025 Financial Results Conference Call November 4, 2025 Forward-Looking Statements This presentation contains certain "forward-looking statements" (as such term is defined in Section 21E of the Securities Exchange Act of 1934, as amended). All statements, other than statements of historical facts, that address activities, events or developments that Costamare Inc. (the "Company") expects, projects, believes or anticipates will or may occur in the future, including, without lim ...

Core Viewpoint - Costamare Inc. reported its financial results for Q3 2025, highlighting a strong performance in continuing operations following the spin-off of its dry bulk business, with significant liquidity and contracted revenues. Group I: Profitability and Financial Performance - Adjusted Net Income from Continuing operations for Q3 2025 was $98.0 million, or $0.81 per share, while Net Income from Continuing operations was $92.6 million, or $0.77 per share [7] - For the nine-month period ended September 30, 2025, the company reported a slight decrease in voyage revenue of 0.4%, totaling $644.0 million compared to $646.8 million in the same period of 2024 [60][62] - The company maintained a liquidity position of $569.6 million as of Q3 2025 [7] Group II: Fleet and Operations - Costamare's fleet was fully employed for 2025, with 100% of the containership fleet fixed for 2025 and 80% for 2026, resulting in contracted revenues of approximately $2.6 billion with a TEU-weighted duration of 3.2 years [8][15] - The company concluded two newbuilding contracts for 3,100 TEU containerships, bringing the total to six, with deliveries expected in Q1 2028 [7][14] Group III: Debt and Financing - Costamare successfully refinanced four of its 14,424 TEU vessels and two of its 12,690 TEU vessels, with total drawn amounts of $361.6 million and a repayment tenor of five years [8] - The company has no significant debt maturities until 2027, indicating a stable financial outlook [8] Group IV: Investment and Dividends - The company declared a dividend of $0.115 per share on common stock, payable on November 6, 2025, and also declared dividends on its preferred stock series [17] - Costamare's investment in Neptune Maritime Leasing Limited amounted to $182.2 million, representing 91.1% of its total committed investment [17]

Company Overview - DHT Holdings is expanding its fleet of crude oil tankers, consisting entirely of Very Large Crude Carriers (VLCCs) [1] - The company plans to add 4 new VLCCs to its fleet in the upcoming year [1] Industry Insights - The crude oil tanker market is experiencing growth, with DHT Holdings positioned to capitalize on this trend through fleet expansion [1]

Core Viewpoint - Knot Offshore (KNOP) shares experienced a significant increase of 9.7% to $9.89, driven by a takeover offer from Knutsen NYK Offshore Tankers AS, which proposed to acquire all publicly held common units for $10 each [1][2]. Company Performance - The upcoming quarterly earnings for Knot Offshore are projected at $0.13 per share, reflecting a substantial year-over-year growth of 218.2%. Revenue is expected to reach $86.33 million, marking a 13.2% increase from the same quarter last year [3]. - The consensus EPS estimate for Knot Offshore has remained stable over the past 30 days, indicating that the stock's price movement may not sustain without trends in earnings estimate revisions [4]. Industry Context - Knot Offshore is part of the Zacks Transportation - Shipping industry, where another company, Okeanis Eco Tankers Corp. (ECO), saw a decline of 3.4% to $34.37, despite a 20.8% return over the past month [5]. - Okeanis Eco Tankers Corp. has experienced a significant downward revision in its consensus EPS estimate, which decreased by 39.2% to $0.29, representing a year-over-year decline of 35.6% [6].

Table of Contents As filed with the Securities and Exchange Commission on November 3, 2025. Registration No. 333-290011 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Puglisi & Associates 850 Library Avenue, Suite 204 Newark, Delaware 19711 (302) 738-6680 (Name, address and telephone number of agent for service) Amendment No. 1 To Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 C3IS INC. (Exact name of registrant as specified in its charter) Republic of the Marshall I ...

Core Insights - Scorpio Tankers Inc. is a significant player in the shipping industry, focusing on the transportation of refined petroleum products [1] - The company has a modern fleet of tankers, ensuring efficient delivery services [1] - Recent institutional investments indicate growing confidence in Scorpio Tankers [2][3] Institutional Interest - Focus Partners Advisor Solutions LLC acquired 5,808 shares valued at approximately $227,000, reflecting increasing institutional interest [2] - Vanguard Group Inc. increased its holdings by 6.7%, now owning over $100 million worth of shares [3] - American Century Companies Inc. expanded its position by 4.3%, holding shares worth $61 million [3] Stock Performance - The current stock price of STNG is $60.74, with a slight decrease of 1.56% from its previous value [2] - The stock has shown volatility, with a yearly high of $63.05 and a low of $30.63 [4] - The market capitalization of Scorpio Tankers is approximately $3.1 billion, indicating its substantial presence in the industry [4] Trading Activity - Today's trading volume for STNG is 27,750 shares, indicating active investor interest [5] - Jonathan Chappell from Evercore ISI set a price target of $80 for STNG, suggesting a potential price increase of about 30.36% [1][6]

Financial Results Announcement - TEN Ltd. will report its financial results for the third quarter and nine months ended September 30, 2025, prior to the market opening in New York on November 20, 2025 [1] - A conference call will be held on the same day at 10:00 am Eastern Time to review the results and management's outlook for the business [2] Conference Call Details - Participants should dial in 10 minutes before the scheduled time using the provided numbers: 877-405-1226 (US Toll-Free) or +1 201-689-7823 (International) [3] - An alternative "call me" option is available for faster connection to the conference call [4] Webcast Information - A live and archived webcast of the conference call, along with accompanying slides, will be available on the Company's website [5] Company Overview - TEN Ltd. was founded in 1993 and is one of the first established public shipping companies globally, celebrating 32 years as a public entity [5] - The Company's diversified energy fleet consists of 82 vessels, including various types of tankers and carriers, totaling approximately 11 million deadweight tonnage (dwt) [5]