Samme konklusjon her.

Skal bli interessant å se hva EU… NATO… tenker ift LNG import fra Russland ….

Siden Russlands invasjon av Ukraina har Europas rørimport av russisk gass falt over 80 prosent. Det har imidlertid ikke satt en stopper for russisk gasseksport til Europa, men vridd transportmetoden fra rør til skip.

https://www.finansavisen.no/nyheter/shipping/2022/11/02/7955632/russisk-lng-eksport-seiler-under-radaren

Don't you wanna be Cool? Självklart vill ni det!

Från nuvarande kurs på 150NOK är det fortsatt 33% vinst upp till 200NOK som blir första stoppet innan nya längre och högre kontrakt meddelats. Här får man passa på att köpa sina aktier. Att det sen kommer 20-30% utdelning kvartalsvis, från och med Q4 nu (utbetlas Q1 '23) - är bara en jääävligt stor bonus.

EDIT: Undra var Longsitin är - varit väldigt tyst från honom det senaste. Hoppas att han inte sålde dippen.

Vi vet hvor aksjen er notert og derfor rører mange fond ikke aksjen ;)

Han dukker forhåpentligvis opp igjen.

Tviler på at han solgte.

Betyr 0 .

Han är en frisk fläkt, oavsett vilket humör han är på.

I motsetning til meg selv leverer han velbegrunnede innlegg man kan ha nytte av.
Så jo, det betyr litt ihvertfall for meg.

Når LNG fra Russland blir sanksjonert vil det skje noe .

Wow!! Sjekk her

https://newsweb.oslobors.no/message/574570

BULL!!! De kjøper 4 skip av Idan

Hva tror vi emisjonkursen ender på her?

hva er det du mener er så bull med det?

Flott timing for kjøp av skip, dessuten mer fornuftig bruk av pengene enn å betale utbytte.

Det kom jo melding for et par dager siden om at de lovet å betale utbytte.

Golar ser ut til å ville plassere pengene et annet sted.

Oslo (Infront TDN Direkt): Cool Company har engasjert tilretteleggere i forbindelse med en rettet plassering for å hente inn et bruttoproveny på opptil 270 millioner dollar.

Det fremgår av en melding onsdag.

Den rettede plasseringen vil bestå av (i) et tilbud av nye aksjer i selskapet for å hente inn bruttoproveny på 170 dollar, og (ii) et tilbud av eksisterende aksjer av Golar LNG for å hente et bruttoproveny på opptil 100 millioner dollar

Tilretteleggerne har mottatt indikasjoner om at plasseringen er dekket ved starten av tegningsperioden, opplyses det.

EPS Ventures Ltd. (EPS), som eier 16.000.817 aksjer, har på forhånd forpliktet seg til å tegne og bli tildelt tilbudsaksjer for 135 millioner dollar. Selskapet har til hensikt å bruke nettoprovenyet fra emisjonen til å finansiere egenkapitaldelen av et påtenkt oppkjøp av fire SPVer med LNG-skip med kontrakter fra Quantum Crude Tankers Ltd (QCT), et tilknyttet selskap av EPS, for om lag 660 millioner dollar. Skipene har langsiktige befrakteravtaler med Shell, fremgår det av presentasjonsmateriellet.

I tillegg har Cool Company inngått en opsjonsavtale med et EPS-tilknyttet selskap om å kjøpe to skipsbyggingskontrakter med Hyundai Samho Heavy Industries med leveranser i første kvartal 2025.

Videre fremgår det av presentasjonsmateriellet at Cool Company fikk en justert ebitda på 42 millioner dollar i tredje kvartal 2022, samt at TCE-raten i kvartalet var på 73 tusen dollar dagen. Selskapet er i langt fremskredne samtaler for en andre treårig charteravtale rundt dagens ratenivåer for et skip tilgjengelig i tredje kvartal 2023, opplyses det videre.

Mere cash flow, mere utbytte.

Tillater meg et aldri så lite Juhu!!

Pareto melder om høy interesse :)

*** Books are covered, price guidance to follow ***

Dette var ekstremt spennende, hva blir EMISJONSKURSEN?? Godt man har cash i bakhånd for å bli med, regner med snarlig info om emisjonskursen her og at det ikke blir en rettet emisjon mot utvalgte.
4 nye LNG carrier til 6,6 milliarder kr 2 stk 2-stroke og 2 stk TFDE
Opsjon på 2 til i 2025 Additional options for two new, state-of-the-art 2-stroke vessels til 4.68 milliarder kr
WOW like stor som Flex LNG nå og større hvis opsjonen blir realitet i 2025
Få COOL på børs i USA og prisingen blir straks 330 kr pr aksje hvis den skal sammenlignes med Flex
Previously announced dual listing by late ‘22/early ’23
Breakeven cost/day of $58k/day

Det er jo ikke noe som er motstridende her sånn sett...

Overskuddet skal brukes til utbytte.

En emi kan brukes til investeringer.

Ja, sånn jeg også tolket det. Emisjonskursen havner visst rundt 130

Tja, litt lavt kanskje. Men 6 joller ekstra. 4 fra eier og 2 nybygg lar seg jo høre. Jeg er jo ikke "ferdig handlet" her ;) Så blir spennende å se kursen de nærmeste dagene. Det blir vel ikke rep-emi slik jeg tolker meldingene?

Jeg valgte å tegne meg.

Pareto ringte 1730 jeg hadde tlf på lydløs ( på jobb) sa de noe om tegningskurs og antall man kan tegne seg for i forhold til antall innestående aksjer?

Det er minimumtegning på 100.000 euro. Det er ikke knyttet til hvor mange aksjer du hadde fra før.

Her er all informasjon:
COOL: COOL COMPANY LTD.: CONTEMPLATED PRIVATE PLACEMENT AND ACQUISITION OF FOUR SPECIAL PURPOSE VEHICLES WITH CONTRACTED LNG CARRIERS. Q3 2022 BUSINESS UPDATE

November 2, 2022
NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR
INDIRECTLY, IN OR INTO THE UNITED STATES OF AMERICA (INCLUDING ITS TERRITORIES
AND POSSESSIONS, ANY STATE OF THE UNITED STATES OF AMERICA AND THE DISTRICT OF
COLUMBIA) (THE "UNITED STATES"), AUSTRALIA, CANADA, THE HONG KONG SPECIAL
ADMINISTRATIVE REGION OF THE PEOPLE'S REPUBLIC OF CHINA OR JAPAN, OR ANY OTHER
JURISDICTION IN WHICH THE RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE
UNLAWFUL. THIS ANNOUNCEMENT DOES NOT CONSTITUTE AN OFFER OF ANY OF THE
SECURITIES DESCRIBED HEREIN.
Bermuda, 2 November 2022: Cool Company Ltd. (the "Company") has retained
Clarksons Securities AS, DNB Markets, a part of DNB Bank ASA ("DNB Markets") and
Fearnley Securities AS as Joint Global Coordinators and Joint Bookrunners (the
"Joint Global Coordinators"), Pareto Securities AS as Joint Bookrunner, and
Nordea Bank Abp, filial i Norge as Co-Manager (collectively the "Managers") to
advise on and effect a contemplated private placement to raise gross proceeds of
up to USD 270 million (the "Private Placement"), consisting of (i) a primary
offering (the "Share Issue") of new shares in the Company (in the form of
depository receipts) to raise gross proceeds of USD 170 million (the "New
Shares") and (ii) a secondary offering (the "Share Sale") of existing shares (in
the form of depository receipts) by Golar LNG Ltd. (the "Selling Shareholder")
to raise gross proceeds of up to USD 100 million (the "Sale Shares", and
together with the New Shares, the "Offer Shares").
EPS Ventures Ltd. ("EPS"), currently holding 16,000,817 shares (approximately
39.9% of the Company's shares), has pre-committed to subscribe for and be
allocated Offer Shares equal to USD 135 million in the Private Placement.
Based on a limited wall-crossing exercise prior to launch, the Joint Global
Coordinators have received indications of interest to subscribe for shares
offered in the Private Placement so that the Private Placement is covered on
indications of interest at the start of the application period.
The Company intends to use the net proceeds from the Share Issue to finance the
equity portion of a contemplated acquisition of four special purpose vehicles
(the "SPVs") with contracted LNG carriers (the "Vessels") from Quantum Crude
Tankers Ltd ("QCT"), an affiliate of EPS for approximately USD 660 million (the
"Acquisition"). In the event the conditions for completion of the Acquisition
are not met or waived, the net proceeds from the Share Issue will be used by the
Company for other growth initiatives which may include acquiring the Vessels or
other vessels and general corporate purposes.
In addition to the Acquisition, the Company has entered into an option agreement
with two affiliates of EPS to acquire two shipbuilding contracts with Hyundai
Samho Heavy Industries with deliveries in Q1 2025.
THE PRIVATE PLACEMENT
The application period in the Private Placement will commence today, 2 November
2022 at 16:30 CET and close on 3 November 2022 at 08:00 CET. The Company, in
consultation with the Joint Global Coordinators may, however, at any time
resolve to shorten or extend the application period, or cancel the Private
Placement, at its sole discretion for any reason on short or without notice.
The Company intends to announce the number of Offer Shares allocated in the
Private Placement through a stock exchange notice expected to be published
before opening of trading on the Oslo Stock Exchange on 3 November 2022.
The minimum order size and allocation in the Private Placement will be the NOK
equivalent of EUR 100,000, provided that the Company may, at its sole
discretion, offer and allocate an amount below the NOK equivalent of EUR 100,000
in the Private Placement pursuant to applicable regulations, including
Regulation (EU) 2017/1129 on prospectuses for securities as well as the UK
European Union (Withdrawal) Act 2018, are available.

forts
The final number of, and the allocation of Offer Shares will be determined
following the expiry of the application period in the Private Placement by the
Company's board of directors (the "Board") at their sole discretion following
consultation with the Joint Global Coordinators. Allocation may be based on
criteria such as (but not limited to), pre-commitments, timeliness of the
application, relative order size, sector knowledge, investment history,
perceived investor quality, investment horizon and shareholder structure. The
Board may, at its sole discretion, reject and/or reduce any orders, in whole or
in part. The Board and the Managers further reserve the right, at their sole
discretion, to take into account the creditworthiness of any applicant. There is
no guarantee that any applicant will receive allocations.
The offering of New Shares will have preference over the Sale Shares if demand
is insufficient for the entire Private Placement.
Settlement of the Offer Shares is expected to take place on a delivery versus
payment ("DVP") basis. Delivery of the New Shares is expected to be settled with
existing and unencumbered shares in the Company that are already listed on
Euronext Growth Oslo to be borrowed from EPS (the "Share Lender") pursuant to a
share lending agreement between the Company, DNB Markets and the Share Lender
(the "Share Lending Agreement"). The Offer Shares delivered to investors will be
tradable upon allocation. The share loan will be settled with new shares issued
by the Company and delivered to the Share Lender under the Share Lending
Agreement.
Completion of the Private Placement is subject to the Board resolving to
allocate the Offer Shares, issue the New Shares and consummate the Private
Placement (the "Conditions"). Completion of the Private Placement is not
conditional upon completion of the Acquisition.
The Company may, in its sole discretion, in consultation with the Joint Global
Coordinators, modify or waive the terms of the Private Placement or cancel the
Private Placement, at any time and for any reason prior to the satisfaction of
the Conditions without any compensation to the applicants. Neither the Board nor
the Managers will be liable for any losses incurred by applicants if the Private
Placement is cancelled, irrespective of the reason for such cancellation.
As previously announced, the Company is considering a dual listing by late
2022/early 2023.
The Joint Global Coordinators have entered into lock-up arrangements from the
settlement date of the Private Placement with the Company for 90 days, EPS for
90 days and the Selling Shareholder for 30 days, subject to agreed exemptions
(including for the Company any potential offering in connection with a dual
listing).
The Private Placement will be made pursuant to applicable exemptions from the
obligation to publish a prospectus and directed towards institutional and
professional investors (i) outside the United States in reliance on Regulation S
under the United States Securities Act of 1933 (the "US Securities Act") and
(ii) in the United States to "qualified institutional buyers" (QIBs) as defined
in Rule 144A under the US Securities Act, who are also "major U.S. institutional
investors" as defined in SEC Rule 15a-6 under the United States Exchange Act of
1934, in each case subject to an exemption being available from offer prospectus
requirements and any other filing or registration requirements in the applicable
jurisdictions and subject to other selling restrictions.
The Company's Board has considered the structure of the contemplated Private
Placement in light of the rules on equal treatment under Euronext Growth Oslo
Rule Book II for companies listed on Euronext Growth Oslo and the Oslo Stock
Exchange's Guidelines on the rule of equal treatment and is of the opinion that
the proposed Private Placement is in compliance with these requirements.
A share issue in the form of private placements is required in order to secure
the financing of the Acquisition in a more certain and expedient manner in the
current volatile capital markets. The Acquisition is deemed beneficial to the
interest of the Company and its shareholders and would not be obtainable by
structures with longer lead time for the financing such as a rights offering.
The final subscription price in the Private Placement will be based on a
publicly announced accelerated bookbuilding process following a period of
pre-sounding conducted by the Joint Global Coordinators and will thus represent
what the Company believes to be the highest price possible to obtain for the
relevant number of shares in the Company in today's market. On the above basis
and based on an assessment of the current equity markets, the Company's Board
has considered the Private Placements to be in the common interest of the
Company and its shareholders.
THE VESSEL ACQUISITION
Pursuant to the Acquisition, the Company contemplates to acquire the SPVs with
the Vessels from QCT for approximately USD 660 million. The Vessels consists of
two modern two-stroke vessels delivered in 2020 and 2021 and tow modern TFDE
vessels delivered in 2015. The agreed purchase price for the Vessels is in line
with the price QCT paid for the Vessels from ING Bank in May 2022. The Vessel
acquisition will be funded through the Private Placement and assumption by the
Company the SPVs'existing term loan facility relating to the Vessels (the
"Vessel Facility") of approximately USD 500 million (assumed debt approximately
USD 520 million with approximately USD 20 million principal repayment on 14
November 2022) under the Vessel Facility.
The Company has reached agreement with EPS on the terms of a master sale
agreement (the "MSA") for the purpose of acquiring the SPVs, which is expected
to be executed following completion of the conditions set out in item (a) and
(b) below.
Completion of the Acquisition is conditional upon: (a) completion of the Private
Placement, which when combined with case reserved or other sources of funding,
is sufficient to fund the equity portion of the purchase price for the
Acquisition, (b) amendment of the Vessel Facility to fund the debt portion of
the purchase price for the Acquisition and (c) other customary conditions
precedent, as well as completion of transactional documentation and other
formalities (the "Acquisition Conditions"). Item (b) of the foregoing is
expected to be satisfied after completion of the Private Placement by the
execution of an amendment agreement between the SPVs and the existing lenders
under the Vessel Facility, the material terms of which have been agreed between
the parties in a finalized term sheet together with executed commitment letters
received from the existing lenders under the Vessel Facility.
In addition to the Acquisition, the Company has entered into an option agreement
with an affiliate of EPS to acquire two shipbuilding contracts with Hyundai
Samho Heavy Industries with deliveries in Q1 2025. The options are exercisable
before end of Q2 2023 at an implied vessel valuation of USD 234 million each.
Q3 2022 BUSINESS UPDATE
The Company's Q3 2022 business update, financial highlights and associated
information are included within the Investor Presentation attached to this press
release

Europe Will Add 50 Bcm of LNG Import Capacity by End-2023

https://www.energyintel.com/00000184-2f21-d8b5-ab9f-af2d9dfd0000

Takker, fant den selv nå, tegningsperioden går ut kl 08 i morgen tidlig, ringer pareto opp igjen men ingen svar å få, uansett får vel aksjene i det åpne markedet til ca emisjonskurs i morgen, uten å låse de i 90 dager.

Shit, den kom kjapt. Først lover fete utbytter, så svinger de opp denne! Gjør jo det hele mindre troverdig, hva blir det neste. Er det en gjeng cowboyer?
Spent på neste kursmål.

HOLY HOLY HOLY SHIT!

Man säkrar alltså 4 st. LNGC's direkt med en backlog på $381m ($1 191m om de nya kontrakten utnyttjas med options) och minimum kontraktslängd på 3.7 år!!! Där Shell är kunden. Lånet betalar man bara TVÅ (2!!!) % ränta på fram till år 2029.

Samtidigt ska det enligt presentationen INTE påverka utdelningarna eftersom det är pengar genom lån+emissionen som betalar de nya fartygen.

Illustrative FCFE of $18m in 2023(2)
 Illustrative FCFE yield of 11.2% in 2023(3)
 Long maturity debt due in May 2029 at
attractive interest margin of SOFR + 2.0%

Är det någon mer som får känslan av att detta blir det nya, ännu bättre, Flex LNG? Listing i US sent '22/tidigt '23 kommer skapa STORT tryck på aktien också.

Spännande att se imorgon hur många nya aktier som kommer till. Det är stora institutionella investerare som ska in först och främst.

$170m ska det bli nya aktier av. Om vi tar i norska kronor:

1 700 000 000/130 (pris per aktie) = 13 076 923 nya aktier borde det bli. Det är 32% fler aktier mot de 40 010 000 aktier som finns i dagsläget.

"Breakeven cost/day of $58k/day (pro-forma for 4 acquisition vessels, an increase from $54k/day)"

Nytt break even/fartyg är $58k/dygn. Under Q3 2022 har man ett snitt på $73k/dygn. Som jag förstår det gjorde Cool en vinst på ~$25m, en kvarts miljard NOK, under Q3.

Vinsten från jan-juni var 61% av EBITDA. 61% av EBITDA i Q3 blir ~$25m.

Tja, NAV blir vel løftet 30-40 kr på dette, så da blirvel kursmålene løftet tilsvarende. blir nok oppgang de kommende dagene/ukene

Spent på hvor mye jeg får på tildelingen av aksjer. Fikk under 20% i PGS. Håper på mer her.

Det skrives virkelig mye rart her.

Lycka till med det, chefen!

Oslo (Infront TDN Direkt): Cool Company har gjort en rettet plassering på 270 millioner dollar til en aksjekurs på 130 kroner, ifølge en melding torsdag.

Den rettede plasseringen består av (i) 13,678 millioner nye aksjer i selskapet med et bruttoproveny på 170 millioner dollar dollar, og (ii) salg av eksisterende 8,046 millioner aksjer fra Golar LNG med et bruttoproveny på 100 millioner dollar.

Selskapet har til hensikt å bruke nettoprovenyet fra emisjonen til å finansiere egenkapitaldelen av et påtenkt oppkjøp av fire SPVer med LNG-skip med kontrakter fra Quantum Crude Tankers Ltd (QCT), et tilknyttet selskap av EPS, for om lag 660 millioner dollar. Skipene har langsiktige befrakteravtaler med Shell, fremgår det av presentasjonsmateriellet.

I tillegg har Cool Company inngått en opsjonsavtale med et EPS-tilknyttet selskap om å kjøpe to skipsbyggingskontrakter med Hyundai Samho Heavy Industries med leveranser i første kvartal 2025.

Videre fremgår det av presentasjonsmateriellet at Cool Company fikk en justert ebitda på 42 millioner dollar i tredje kvartal 2022, samt at TCE-raten i kvartalet var på 73 tusen dollar dagen.

Selskapet er i langt fremskredne samtaler for en andre treårig charteravtale rundt dagens ratenivåer for et skip tilgjengelig i tredje kvartal 2023, opplyses det videre.

Kommer vel nye kursmål på Cool snart da vil jeg tro. De som var tilretteleggere kommer nok kjapt ut… Pareto, DNB, Nordea, Fearnley og Clarkson.