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Dynagas LNG: A Speculative Long Position Could Be Justified
Seeking Alpha· 2026-01-10 16:40
Company Overview - Dynagas LNG Partners operates a fleet of six LNG carriers, all currently employed with a weighted average charter duration [1] Investment Focus - The Investment Doctor emphasizes a portfolio consisting of a mixture of dividend and growth stocks, focusing on high-quality ideas in the small-cap space [1] - The investment group European Small Cap Ideas provides exclusive access to actionable research on appealing Europe-focused investment opportunities [1] Portfolio Features - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]
TEN Ltd. Featured in TIME Magazine Europe
Globenewswire· 2026-01-09 15:00
ATHENS, Greece, Jan. 09, 2026 (GLOBE NEWSWIRE) -- TEN Ltd. (NYSE: TEN) (“TEN” or the “Company”), a leading diversified crude, product and LNG tanker operator, was recently featured in TIME Magazine Europe in an issue exploring the growing role of AI and technology and the shipping industry’s transition toward more sustainable operations in global trade. The article references TEN’s diversified fleet, long-standing focus on operational discipline, ongoing newbuilding program, and approach to modernization ai ...
TEN Ltd. Featured in TIME Magazine Europe
Globenewswire· 2026-01-09 15:00
ATHENS, Greece, Jan. 09, 2026 (GLOBE NEWSWIRE) -- TEN Ltd. (NYSE: TEN) (“TEN” or the “Company”), a leading diversified crude, product and LNG tanker operator, was recently featured in TIME Magazine Europe in an issue exploring the growing role of AI and technology and the shipping industry’s transition toward more sustainable operations in global trade. The article references TEN’s diversified fleet, long-standing focus on operational discipline, ongoing newbuilding program, and approach to modernization ai ...
Capital Clean Energy Carriers Corp. Announces Further Expansion with an Order for Three Latest Specification LNG Carriers Delivering in 2028 and 2029
Globenewswire· 2025-12-29 14:00
ATHENS, Greece, Dec. 29, 2025 (GLOBE NEWSWIRE) -- Capital Clean Energy Carriers Corp. (the “Company”, “CCEC”, “we” or “us”) (NASDAQ: CCEC), an international owner of ocean-going vessels, today announced it has ordered three latest technology LNG carriers (“LNG/C”) to be built at HD Hyundai Samho Co., Ltd (“Hyundai”) in South Korea, scheduled for delivery in 2028 and 2029. CCEC has secured three LNG/C berths at Hyundai, with one vessel scheduled for delivery in the third quarter of 2028 and two further deliv ...
Why a Fund Reduced Its LNG Exposure by 118,000 Shares Despite Long-Term Contracts
The Motley Fool· 2025-12-18 22:44
The sale highlights how even cash-rich LNG operators with long contracts can fall out of favor when capital cycles shift.Austin-based Beck Capital Management disclosed a reduction in its stake in Golar LNG Limited (GLNG +0.16%), trimming 117,966 shares in the third quarter, contributing to a reduction in the position value by $4.9 million, according to a November 14 SEC filing.What HappenedAccording to a filing with the Securities and Exchange Commission dated November 14, Beck Capital Management sold 117,9 ...
Dynagas LNG Partners LP(DLNG) - 2025 Q3 - Earnings Call Presentation
2025-11-20 14:30
Financial Performance - Voyage Revenues for Q3 2025 were $38891 thousand, slightly up from $38613 thousand in Q2 2025 but slightly down from $39069 thousand in Q3 2024[14] - Operating Income for Q3 2025 was $18784 thousand, down from $19176 thousand in Q2 2025 and $19836 thousand in Q3 2024[14] - Net Income for Q3 2025 was $18655 thousand, up from $13709 thousand in Q2 2025 and $15054 thousand in Q3 2024[14] - Adjusted EBITDA for Q3 2025 was $27600 thousand, slightly down from $27687 thousand in Q2 2025 and $28901 thousand in Q3 2024[14] - The TCE rate for Q3 2025 was $67094, down from $67883 in Q2 2025 and $69261 in Q3 2024[14] - Cash breakeven per vessel per day for Q3 2025 was $47460, up from $41150 in Q3 2024[15] Capital Allocation and Debt - Declared a distribution to common unitholders for the third quarter of $0050 per common unit[13] - Since inception of common unit buy-back program repurchased 420236 common units at an average price of $371 per common unit as of November 20 2025[13] - The Partnership redeemed all of the issued and outstanding Series B Preferred Units on July 25 2025[13] - Debt Outstanding is $2898 million on four LNG carriers, with two vessels debt-free[31] - Total estimated contract backlog is $085 billion[32]
Capital Clean Energy Carriers Corp. Announces the Sale of a Neo-Panamax 13,312 TEU Container Vessel
Globenewswire· 2025-11-20 14:00
Core Viewpoint - Capital Clean Energy Carriers Corp. has announced the sale of the M/V Buenaventura Express, aligning with its strategic shift towards gas transportation and energy transition [1][3]. Group 1: Sale Details - The memorandum of agreement for the sale was signed on October 29, 2025, with delivery expected in the first quarter of 2026 [2]. - The total expected book gain from the sale is estimated at $4.4 million, with cash proceeds aimed at reducing outstanding debt of approximately $84.4 million and for general corporate purposes [2]. Group 2: Strategic Focus - The divestment of the container vessel is part of the company's strategy to focus on transporting various forms of gas, including liquefied natural gas (LNG) and new commodities related to energy transition [3]. - Since February 2024, the company has sold or agreed to sell 14 container vessels, generating expected gross proceeds of around $814.3 million [3]. Group 3: Fleet Composition - Following the latest sale, the company will retain only one 13,312 TEU container vessel, which is under fixed employment until 2033, with options to extend until 2039 [3]. - The company's fleet includes 14 high specification vessels, comprising 12 latest generation LNG carriers and two legacy Neo-Panamax container vessels [4].
"From a 1974 Oil Tanker to a 2025 Philippine Patrol Vessel": HD Hyundai Achieves World's First Delivery of 5,000 Ships
Prnewswire· 2025-11-19 07:28
Core Points - HD Hyundai has achieved a significant milestone by delivering its 5,000th ship, marking 50 years since its first vessel delivery in 1974 [1][8] - The 5,000th vessel, named Diego Silang, is an offshore patrol vessel for the Philippine Navy, showcasing advanced specifications [3][4] - The company has delivered vessels to over 700 shipowners across 68 countries, highlighting its global reach and influence in the shipbuilding industry [4][8] Company Achievements - HD Hyundai Heavy Industries has delivered a total of 2,631 vessels, while its subsidiaries, HD Hyundai Mipo and HD Hyundai Samho, have delivered 1,570 and 799 vessels respectively [5] - The combined length of the 5,000 ships is approximately 1,250 kilometers, surpassing the distance from Seoul to Tokyo [6] - In 2024, HD Hyundai's subsidiaries delivered a total of 144 vessels, including various types such as container ships and LNG carriers [7] Industry Impact - Chairman Chung Kisun emphasized that the milestone represents pride for Korea's shipbuilding industry and reflects a history of innovation [7][8] - The achievement of delivering 5,000 ships is noted as unmatched by European or Japanese shipbuilders, despite their longer histories [5] - The company is focused on future growth, aiming to build the next 5,000 vessels over the coming decades [7]
Capital Clean Energy Carriers Corp. Schedules Third Quarter 2025 Earnings Release, Conference Call and Webcast
Globenewswire· 2025-10-20 13:00
Core Viewpoint - Capital Clean Energy Carriers Corp. (CCEC) is set to release its third-quarter financial results on October 30, 2025, and will host an interactive conference call to discuss these results [1]. Company Overview - CCEC is an international shipping company focused on gas carriage solutions and energy transition, operating a fleet of 15 high-specification vessels, including 12 LNG carriers and three Neo-Panamax container vessels [5]. - The company has 16 new-buildings under construction, which include six LNG carriers, six dual-fuel medium gas carriers, and four handy-size LCO₂/multi-gas carriers, with deliveries scheduled between Q1 2026 and Q3 2027 [5]. Conference Call Details - The conference call will take place at 10:00 a.m. Eastern Time on October 30, 2025, with participants advised to dial in 10 minutes early [2]. - A live and archived webcast of the conference call will be available on the company's website, along with accompanying slides [4]. Contact Information - Investor relations contact is Brian Gallagher, EVP Investor Relations, reachable at +44-(770) 368 4996 or via email [7].
Capital Clean Energy Carriers Corp. Announces Results of Annual Meeting and Board Changes
Globenewswire· 2025-09-23 13:00
Core Viewpoint - Capital Clean Energy Carriers Corp. (CCEC) is undergoing a significant transition in its leadership and strategic direction, focusing on growth in the LNG and energy transition sectors [1][2]. Group 1: Leadership Changes - Seven directors were re-elected to serve until the 2026 Annual Meeting of Shareholders [7]. - Abel Rasterhoff retired from the Board of Directors after contributing since the company's Nasdaq listing in 2007 [1][7]. - Martin Houston was appointed to the Board as Rasterhoff's successor, bringing extensive experience in global LNG and energy markets [2][7]. Group 2: Company Overview - CCEC is an international shipping company specializing in gas carriage solutions, with a fleet of 15 high-specification vessels, including 12 LNG carriers and three Neo-Panamax container vessels [5]. - The company has 16 new-buildings under construction, which include six LNG carriers and six dual-fuel medium gas carriers, scheduled for delivery between Q1 2026 and Q3 2027 [5]. Group 3: Strategic Focus - The appointment of Martin Houston is expected to provide critical insights and support as CCEC accelerates its strategy around LNG and the energy transition [2]. - The company aims to leverage Houston's industry experience to pursue its growth ambitions in the evolving energy landscape [2].