Company Overview - TEN Ltd. is a leading diversified crude, product, and LNG tanker operator, founded in 1993 and celebrating 33 years as a public company [5] - The company's fleet consists of 82 vessels, including ten DP2 shuttle tankers, three VLCCs, and five scrubber-fitted LR1 tankers under construction, totaling approximately 11 million deadweight tons (dwt) [5] Financial Results Announcement - TEN will report its financial results for the fourth quarter and year ended December 31, 2025, prior to the market opening in New York on March 6, 2026 [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 are encouraged to 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] - There is an option for participants to register for the call using a "call me" feature for a faster connection [4] - A live and archived webcast of the conference call, along with accompanying slides, will be available on the company's website [5]

Core Viewpoint - Dynagas LNG Partners LP has declared a quarterly cash distribution of $0.050 per common unit for the quarter ended December 31, 2025, payable on February 27, 2026, to common unit holders of record as of February 23, 2026 [1] Company Overview - Dynagas LNG Partners LP is a master limited partnership that owns and operates LNG carriers under multi-year charters [2] - The current fleet consists of six LNG carriers with an aggregate carrying capacity of approximately 914,000 cubic meters [2]

Core Insights - Tsakos Energy Navigation (TEN) has faced significant challenges over the past five years, with the period from 2020 onward being particularly volatile due to COVID-19 and geopolitical events [3] - The company operates a fleet of 82 vessels, including various types of tankers, and has become a preferred carrier for major energy companies [2] - A severe shortage of available tonnage has insulated tanker owners, leading to a sharp increase in charter rates, with VLCC rates exceeding $100,000 per day compared to around $50,000 last year [4] Financial Performance - The management team discussed the company's financial performance and market outlook during a recent corporate presentation [1] - The company has navigated multiple crises throughout its history, including the Exxon Valdez incident and the 2008 financial crisis, but the current geopolitical landscape presents unique challenges [3] Market Dynamics - Geopolitical disruptions and sanctions have shifted nearly 30% of the global fleet between gray and black trading zones, creating a supply gap for operators like TEN that work exclusively with blue-chip oil majors [4] - The combination of growing oil demand and the supply gap has driven an acceleration in charter rates, benefiting the company [4]

Company Overview - Flex LNG is a shipping company focused on the growing market for Liquefied Natural Gas (LNG) [2] - The fleet consists of thirteen LNG carriers, all equipped with state-of-the-art two-stroke propulsion systems (MEGI and X-DF) [2] - These modern ships provide significant improvements in fuel efficiency and a reduced carbon footprint compared to older vessels [2] Upcoming Financial Results - Flex LNG will release its unaudited financial results for the fourth quarter of 2025 on February 11, 2026, at approximately 07:00 CET (1:00 a.m. EST) [1] - A live video webcast will be held on the same day at 15:00 CET (9:00 a.m. EST) [1] - Presentation materials will be available on the company's website, and a replay of the webcast will also be accessible [2]

Core Viewpoint - Capital Clean Energy Carriers Corp. (CCEC) is strategically shifting its focus towards gas transportation, divesting from container vessels to enhance its position in the energy transition market [2]. Group 1: Company Developments - CCEC delivered the M/V Buenaventura Express, a hybrid scrubber-fitted eco container vessel, on January 19, 2026, resulting in a book gain of $4.2 million [1]. - The cash proceeds from the vessel sale were utilized to reduce outstanding debt of $84.4 million and for general corporate purposes [1]. - Since February 2024, CCEC has sold 14 container vessels, generating gross proceeds of approximately $814.3 million [2]. Group 2: Fleet Composition - CCEC's current fleet includes 14 high specification vessels, comprising 12 latest generation LNG carriers, one handy LCO2/multi-gas carrier, and one legacy Neo-Panamax container vessel [3]. - The company has one remaining container vessel on fixed employment until 2033, with options to extend until 2039 [2]. - CCEC's under-construction fleet consists of nine latest generation LNG carriers, six dual-fuel medium gas carriers, and three handy LCO2/multi-gas carriers, expected to be delivered between Q2 2026 and Q1 2029 [3].

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]

Core Insights - TEN Ltd. is recognized in TIME Magazine Europe for its role in the shipping industry's transition towards sustainable operations through AI and technology [1] Company Overview - TEN Ltd. was founded in 1993 and has been a public company for 32 years, making it one of the first and most established public shipping companies globally [3] - The company operates a diversified energy fleet consisting of 82 vessels, including ten DP2 shuttle tankers, three VLCCs, and two scrubber-fitted MR product tankers, with five scrubber-fitted LR1 tankers under construction, totaling approximately 11 million deadweight tonnage (dwt) [3] Operational Focus - The company emphasizes operational discipline, modernization, and efficiency improvements, alongside a commitment to environmental performance [2] - TEN Ltd. invests in seamanship and maritime training, including a naval academy and crew development initiatives [2]

Core Insights - TEN Ltd. is highlighted in TIME Magazine Europe for its role in the shipping industry's transition towards sustainable operations through AI and technology [1] Company Overview - TEN Ltd. was founded in 1993 and has been a public company for 32 years, making it one of the first and most established public shipping companies globally [3] - The company operates a diversified energy fleet consisting of 82 vessels, including ten DP2 shuttle tankers, three VLCCs, and two scrubber-fitted MR product tankers, with five scrubber-fitted LR1 tankers under construction, totaling approximately 11 million deadweight tonnage (dwt) [3] Operational Focus - The company emphasizes operational discipline, modernization, and efficiency improvements, alongside a commitment to environmental performance [2] - TEN places significant importance on seamanship and maritime training, which includes its naval academy and investments in crew development [2]

Core Viewpoint - Capital Clean Energy Carriers Corp. has ordered three advanced LNG carriers, reinforcing its position as the largest US-listed LNG shipping company and aligning with the anticipated growth in LNG demand [1][3][5] Group 1: Company Developments - The company has secured three LNG carriers at Hyundai, with a total shipbuilding cost of $769.5 million, scheduled for delivery in 2028 and 2029 [2][3] - Currently, the company operates 12 LNG carriers and has nine more on order, with deliveries expected from the third quarter of 2026 to the first quarter of 2029 [3][6] - The company has a total of approximately $3.0 billion in contracted revenue and an average remaining charter duration of 6.9 years, supporting its fleet expansion strategy [3] Group 2: Financial Overview - As of December 29, 2025, the company has paid $386.1 million in advance for its under-construction fleet [4] - The revised capital expenditure schedule indicates a total CAPEX of $2,438.6 million from 2025 to 2029, with significant expenditures planned for newbuild LNG carriers and the gas fleet [7] Group 3: Strategic Insights - The CEO emphasized that the transaction aligns with the company's strategy and objectives, allowing for attractive pricing and terms for high-specification vessels [5] - The company aims to create shareholder value through a disciplined mix of contracted and open vessel capacity, while also securing long-term employment for its newbuilding LNG carriers [3][5]

Core Viewpoint - The sale of Golar LNG Limited shares by Beck Capital Management illustrates how even financially strong LNG operators can lose favor during shifts in capital cycles [1][2]. Company Overview - Golar LNG Limited's current share price is $36.99, with a market capitalization of $3.8 billion, revenue of $326.6 million, and net income of $59.8 million for the trailing twelve months (TTM) [4]. - The company specializes in designing, building, owning, and operating marine infrastructure for liquefaction and regasification of LNG, focusing on long-term charters and midstream LNG value chain [4]. Financial Performance - In the latest quarter, Golar reported a net income of $31 million attributable to shareholders and an adjusted EBITDA of $83 million, supported by long-term FLNG charters with a backlog of approximately $17 billion [5]. - The company maintains strong liquidity with $661 million in total cash at the end of the quarter and has authorized a $150 million share buyback while sustaining a quarterly dividend of $0.25 [5]. Market Position - Golar LNG's shares have decreased by 9% over the past year, underperforming the S&P 500, which has increased by 15% during the same period [3]. - Golar now represents 0.5% of Beck Capital Management's $433.8 million in reportable U.S. equity holdings, down from a previous stake of 172,826 shares to 54,860 shares [2]. Investment Considerations - The company is viewed as a cash-generating infrastructure play with long-term visibility, although it faces challenges in gaining market recognition compared to mega-cap technology stocks [7]. - The trimming of Golar's position by Beck Capital Management may reflect risk management rather than a loss of confidence in the company's fundamentals [7].