hafnia kan være grisebillig

bellx
HAFNIA 21.11.2019 kl 20:18 2345

Iflg.pareto som sier at hvis man tror at ratene ligger mellom 20K og 30K for de forskjellige båttypene deres neste år vil de ha en eps på 9 kr. De vil utbetale 50% av dette i utbytte,da blir det en div.yield det på 17.68% på dagens kurs. IPO prisen var 25.45 BW group er største eier med 65.4% Noen andre som har sett på denne? har ikke sett noen innlegg om denne her inne.
Redigert 20.01.2021 kl 21:51 Du må logge inn for å svare
bellx
22.11.2019 kl 08:30 2265

noen som var med på ipo ??
Redigert 20.01.2021 kl 21:51 Du må logge inn for å svare
bellx
22.11.2019 kl 10:13 2214

Vil anbefale og ta en titt på hjemmesiden deres,
Redigert 20.01.2021 kl 21:51 Du må logge inn for å svare
Titleist
22.11.2019 kl 10:18 2205

Ja, dette er et bra case. Kjøp anbefales!
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Quepasa
22.11.2019 kl 13:22 2132

Prøvde meg på et innlegg ifm IPO, uten å få svar.
Jeg vet ikke noe, men denne fra Helenicshipping er jo interesant
"On Nov. 6, Oslo-listed Hafnia completed a private placement that included a $105 million public offering and a $125 million secondary offering by several of its fund investors, including PAG, Davidson Kempner, Oak Hill, GNRI, Blackstone, Tufton and Tennenbaum. The original offering plan also included the secondary sale of shares by the BG Group (which owns two-thirds of Hafnia’s stock), but that idea was scuttled and the offering was heavily downsized.

The Hafnia offering drew criticism at the Marine Money forum in New York on Nov. 13. According to Robert Bugbee, president of Scorpio Tankers (NYSE: STNG) and Scorpio Bulkers (NYSE: SALT), that deal was all about “‘Prexit’ — private-equity exit — which is more fun than Brexit. The latest chapter of Prexit is called ‘Hafnia,’ in which they [private-equity investors] waited until the very moment it finally got better and then they sold their shares at a 20% discount to NAV. Stunning.”

Mark Whatley, senior managing director at investment bank Evercore, maintained at the same Marine Money event that the valuation of the Hafnia equity sale was actually close to NAV, but he acknowledged that the optics of the sale were “incredibly confusing.” He lamented, “They spent all that time waiting for a good market, and they were the first ones out the door.”

New York versus Oslo

Fund-raising weakness on Wall Street, particularly in the earlier months of this year, has raised the specter of the No. 2 capital market for shipping — Oslo — actually surpassing New York in 2019.

Despite the recent deal flurry in Manhattan, one could actually argue that Oslo will indeed do better. The year is not yet over, but if you look at where the money was raised as opposed to where companies are listed, Oslo could have the edge.

According to securities data analyzed by FreightWaves, ship owners (excluding cruise, ferry and offshore drillers) and their inside shareholders have raised $813 million YTD in the U.S. equity and debt securities markets. In Norwegian markets, ship owners (regardless of where they are listed and including secondary offerings) have raised $932 million.

Norwegian-listed capital raisers this year have been led by Klaveness, Navig8, Hunter Group, 2020 Bulkers, Epic Gas, Western Bulkers, Belships, Okeanis Eco Tankers and Hafnia.

That said, it is not necessarily true that the funding pendulum is swinging away from the U.S. toward Norway. Norwegian public markets offer a different procedural system (lower offering costs, smaller investment blocks, a quicker pace to market) but in fact, many of the investors in Oslo are the same American institutional investors that buy U.S.-listed shipping stocks. They’re just opting for a different venue.

What’s next for equity sales?

Whatley told Marine Money attendees that he sees more capital-market offerings ahead for the right kind of deal. The wrong kind of deal, he said, is “private-equity sponsors looking to monetize their shares” as they did in the Hafnia transaction.

“I don’t think deals structured that way will go particularly well. I think those looking to grow the business will be more successful,” he continued, adding that equity offerings could also be used by ship owners needing to “reduce the average age of the fleet or ‘refleet.’”

“Public shipping companies have several reasons to issue shares,” he said. “They all need more equity. They need more market cap. They need more trading liquidity. They’ve just been waiting for the right stock price to transact. The bottom line is, the more optimism, the more it builds confidence in future upside and the more transactions will get done. We think the next 12-18 months present an opportunity to really change the direction of companies [through an equity offering].

“We’ve seen too many situations where strong markets haven’t lasted very long and companies have failed to react. Instead, they’ve waited for that next turn of the stock or the next elevation of NAV,” said Whatley, whose stern advice is: “You should not let perfection be the enemy of the good.”
Source: Freight Waves by Greg Miller (https://www.freightwaves.com/news/is-the-rebirth-of-shipping-share-offerings-finally-nigh)"
Redigert 20.01.2021 kl 21:51 Du må logge inn for å svare
bellx
22.11.2019 kl 16:36 2073

Tror denne kommer da flere får øynene opp for selskapet.De gav jo rabbatt på ipo,n så det kan være mye å gå på her.??
Redigert 20.01.2021 kl 21:51 Du må logge inn for å svare
bellx
25.11.2019 kl 09:30 1910

Mer intresse i produkttank og lpg. fra us investorer nå
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