The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Marketplace Roundtable와 비슷한 콘텐츠
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
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A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Value Investor's Edge Live #37: Midsize Dry Bulk Surge: Insights From Eagle Bulk
Manage episode 296446417 series 2591343
Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Gary Vogel, CEO of Eagle Bulk Shipping (EGLE), a dry bulk shipping company focused on the mid-sized segments, joined J Mintzmyer's Value Investor's Edge Live on 9 June 2021 to discuss the rapidly improving market outlook and company specific plans.
EGLE is benefiting from surging rates and is expected to report a blow out Q2 earnings report followed by an even stronger showing in Q3. Although market conditions can change and dry bulk is notoriously volatile, the supply side is the most bullish we have seen in 20+ years and the signals from demand are also encouraging. Gary talks through the markets in our interview as well as about capital allocation specifics and strategy for Eagle Bulk in particular.
This interview contains relevant insights for investors in all other dry bulk companies, including: 2020 Bulkers (Oslo: 2020), Diana Shipping (DSX), Eagle Bulk (EGLE), Eurodry (EDRY) Genco Shipping (GNK), Golden Ocean (GOGL), Grindrod Shipping (GRIN), Navios Partners (NMM), Pangaea Logistics (PANL), Safe Bulkers (SB), Seanergy Maritime (SHIP), and Star Bulk Carriers (SBLK).
Topics Covered
(0:00) Introductions and disclosures
(1:40) What is driving the steady strength in midsize dry bulk markets?
(4:15) What is the impact of the Australia-China coal shifts?
(5:30) Why are Capesizes far more volatile at this time?
(7:15) Why are 2022 FFAs still considerably below current market levels?
(9:30) Any activity or inquiries in the longer-term charter market?
(12:15) Discussion on rate hedging via derivatives.
(13:45) Capital allocation priorities? Target leverage?
(16:30) Commentary on ATM facility? Usage here?
(19:00) Potential for a dividend policy/program?
(21:00) Improving share liquidity? Lack of options trading?
(23:00) Potential for further sector consolidation?
(24:45) Impact from EEXI or tonnage tax?
(28:30) Current scrubber spreads? Plans to hedge savings?
(32:00) Discussion on proper benchmark for rates.
(34:15) What are the major risk factors at this point?
(38:30) When are potential newbuild yard slots available?
(40:30) Any desire to lock in 1-year rates yet?
(42:30) Why choose to invest in EGLE vs. peers?
Learn more about your ad choices. Visit megaphone.fm/adchoices
…
continue reading
EGLE is benefiting from surging rates and is expected to report a blow out Q2 earnings report followed by an even stronger showing in Q3. Although market conditions can change and dry bulk is notoriously volatile, the supply side is the most bullish we have seen in 20+ years and the signals from demand are also encouraging. Gary talks through the markets in our interview as well as about capital allocation specifics and strategy for Eagle Bulk in particular.
This interview contains relevant insights for investors in all other dry bulk companies, including: 2020 Bulkers (Oslo: 2020), Diana Shipping (DSX), Eagle Bulk (EGLE), Eurodry (EDRY) Genco Shipping (GNK), Golden Ocean (GOGL), Grindrod Shipping (GRIN), Navios Partners (NMM), Pangaea Logistics (PANL), Safe Bulkers (SB), Seanergy Maritime (SHIP), and Star Bulk Carriers (SBLK).
Topics Covered
(0:00) Introductions and disclosures
(1:40) What is driving the steady strength in midsize dry bulk markets?
(4:15) What is the impact of the Australia-China coal shifts?
(5:30) Why are Capesizes far more volatile at this time?
(7:15) Why are 2022 FFAs still considerably below current market levels?
(9:30) Any activity or inquiries in the longer-term charter market?
(12:15) Discussion on rate hedging via derivatives.
(13:45) Capital allocation priorities? Target leverage?
(16:30) Commentary on ATM facility? Usage here?
(19:00) Potential for a dividend policy/program?
(21:00) Improving share liquidity? Lack of options trading?
(23:00) Potential for further sector consolidation?
(24:45) Impact from EEXI or tonnage tax?
(28:30) Current scrubber spreads? Plans to hedge savings?
(32:00) Discussion on proper benchmark for rates.
(34:15) What are the major risk factors at this point?
(38:30) When are potential newbuild yard slots available?
(40:30) Any desire to lock in 1-year rates yet?
(42:30) Why choose to invest in EGLE vs. peers?
Learn more about your ad choices. Visit megaphone.fm/adchoices
181 에피소드
공유
Manage episode 296446417 series 2591343
Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Gary Vogel, CEO of Eagle Bulk Shipping (EGLE), a dry bulk shipping company focused on the mid-sized segments, joined J Mintzmyer's Value Investor's Edge Live on 9 June 2021 to discuss the rapidly improving market outlook and company specific plans.
EGLE is benefiting from surging rates and is expected to report a blow out Q2 earnings report followed by an even stronger showing in Q3. Although market conditions can change and dry bulk is notoriously volatile, the supply side is the most bullish we have seen in 20+ years and the signals from demand are also encouraging. Gary talks through the markets in our interview as well as about capital allocation specifics and strategy for Eagle Bulk in particular.
This interview contains relevant insights for investors in all other dry bulk companies, including: 2020 Bulkers (Oslo: 2020), Diana Shipping (DSX), Eagle Bulk (EGLE), Eurodry (EDRY) Genco Shipping (GNK), Golden Ocean (GOGL), Grindrod Shipping (GRIN), Navios Partners (NMM), Pangaea Logistics (PANL), Safe Bulkers (SB), Seanergy Maritime (SHIP), and Star Bulk Carriers (SBLK).
Topics Covered
(0:00) Introductions and disclosures
(1:40) What is driving the steady strength in midsize dry bulk markets?
(4:15) What is the impact of the Australia-China coal shifts?
(5:30) Why are Capesizes far more volatile at this time?
(7:15) Why are 2022 FFAs still considerably below current market levels?
(9:30) Any activity or inquiries in the longer-term charter market?
(12:15) Discussion on rate hedging via derivatives.
(13:45) Capital allocation priorities? Target leverage?
(16:30) Commentary on ATM facility? Usage here?
(19:00) Potential for a dividend policy/program?
(21:00) Improving share liquidity? Lack of options trading?
(23:00) Potential for further sector consolidation?
(24:45) Impact from EEXI or tonnage tax?
(28:30) Current scrubber spreads? Plans to hedge savings?
(32:00) Discussion on proper benchmark for rates.
(34:15) What are the major risk factors at this point?
(38:30) When are potential newbuild yard slots available?
(40:30) Any desire to lock in 1-year rates yet?
(42:30) Why choose to invest in EGLE vs. peers?
Learn more about your ad choices. Visit megaphone.fm/adchoices
…
continue reading
EGLE is benefiting from surging rates and is expected to report a blow out Q2 earnings report followed by an even stronger showing in Q3. Although market conditions can change and dry bulk is notoriously volatile, the supply side is the most bullish we have seen in 20+ years and the signals from demand are also encouraging. Gary talks through the markets in our interview as well as about capital allocation specifics and strategy for Eagle Bulk in particular.
This interview contains relevant insights for investors in all other dry bulk companies, including: 2020 Bulkers (Oslo: 2020), Diana Shipping (DSX), Eagle Bulk (EGLE), Eurodry (EDRY) Genco Shipping (GNK), Golden Ocean (GOGL), Grindrod Shipping (GRIN), Navios Partners (NMM), Pangaea Logistics (PANL), Safe Bulkers (SB), Seanergy Maritime (SHIP), and Star Bulk Carriers (SBLK).
Topics Covered
(0:00) Introductions and disclosures
(1:40) What is driving the steady strength in midsize dry bulk markets?
(4:15) What is the impact of the Australia-China coal shifts?
(5:30) Why are Capesizes far more volatile at this time?
(7:15) Why are 2022 FFAs still considerably below current market levels?
(9:30) Any activity or inquiries in the longer-term charter market?
(12:15) Discussion on rate hedging via derivatives.
(13:45) Capital allocation priorities? Target leverage?
(16:30) Commentary on ATM facility? Usage here?
(19:00) Potential for a dividend policy/program?
(21:00) Improving share liquidity? Lack of options trading?
(23:00) Potential for further sector consolidation?
(24:45) Impact from EEXI or tonnage tax?
(28:30) Current scrubber spreads? Plans to hedge savings?
(32:00) Discussion on proper benchmark for rates.
(34:15) What are the major risk factors at this point?
(38:30) When are potential newbuild yard slots available?
(40:30) Any desire to lock in 1-year rates yet?
(42:30) Why choose to invest in EGLE vs. peers?
Learn more about your ad choices. Visit megaphone.fm/adchoices
181 에피소드
모든 에피소드
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Marketplace Roundtable와 비슷한 콘텐츠
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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Player FM 앱으로 오프라인으로 전환하세요!
Player FM 앱으로 오프라인으로 전환하세요!
