Den store tørrbulk tråden

[Dux ducis]

Er det noen av dere som har et bedre regnskap for GOGL enn det de presenterer på nettsiden sin? (gjerne et på norsk, om de har) Resultatbudsjettet der er så rart, og jeg finner ikke enkelte ting der.

[sbstn]

.

Endret 2. februar 2009 av sbstn

[ugotabanana]

Golden Ocean Group Limited ("Golden Ocean" or the "Company") is

pleased to advise that the Company has fixed out on time charter the

Panamax vessel Golden Lyderhorn.

 

The vessel presently traded in the spot market will be delivered to

the Charterer by the end of April 2008 and will be on time charter

for a period of 30 to 36 months.

 

The agreed daily time charter hire is $51,000 less 5% total

commission against a cash break even of $14.000 per day.

 

This transaction will generate a yearly free cash flow of $12.4

million over the time charter period, and this further strengthens

Golden Oceans long term commitment to deliver a high return to their

shareholders including a solid dividend.

 

-

 

GOGL fortsetter dytte ut skip over FFA, utbytte strategien virker soleklar.

[learntofly]

Blir spennende tider i GOGL nå fremover. Q4 12. februar, og forhåpentligvis ferdigforhandlet avtale med kineserene innen kort tid. Her er det bare å henge på!

[superinvestoren]

Golden Ocean Group Limited ("Golden Ocean" or the "Company") is

pleased to advise that the Company has fixed out on time charter the

Panamax vessel Golden Lyderhorn.

 

The vessel presently traded in the spot market will be delivered to

the Charterer by the end of April 2008 and will be on time charter

for a period of 30 to 36 months.

 

The agreed daily time charter hire is $51,000 less 5% total

commission against a cash break even of $14.000 per day.

 

This transaction will generate a yearly free cash flow of $12.4

million over the time charter period, and this further strengthens

Golden Oceans long term commitment to deliver a high return to their

shareholders including a solid dividend.

 

Hamilton, Bermuda

January 25, 2008

 

Contact Persons:

Herman Billung: CEO, Golden Ocean Management AS

+47 22 01 73 40

 

Beklager, så ikke at dette var bemerket tidligere.

Endret 25. januar 2008 av Godseieren

[ugotabanana]

Gleder meg til utbyttet i mars da vi mest sannsynlig får se 0.50$, da vil jeg ha nedbetalt giringen min ved hjelp av både utbytte og lønning, det skal bli deilig! Da skal fremtidige utbytter reinvesteres, samt noe skal brukes til å trade med Xact OBX Bear og Bull...

 

Og for dere som vet jeg sitter med giring, kun idioter som blir tvangssolgt.

Endret 25. januar 2008 av Cape

[Dux ducis]

Glem det.

Endret 25. januar 2008 av Zythius

[ugotabanana]

Glem det.

Glemme 0.50$ i utbytte fra Q4 2007? Og ingen begrunnelse om hvorfor, finner dette merkelig.

Endret 25. januar 2008 av Cape

[Dux ducis]

He he, var ikke sånn ment. Skrev noe som jeg fant utav sekunder senere. Og man har ikke mulighet til å slette poster.

[Inge Rognmo]

He he, var ikke sånn ment. Skrev noe som jeg fant utav sekunder senere. Og man har ikke mulighet til å slette poster.

 

Du burde ikke tatt bort det opprinnelige spørsmålet, bare lagt til et "edit: fant svaret selv" like under..

[ugotabanana]

http://www.hellenicshippingnews.com/index....mp;article=7963 - Nobu Su nekter at han er delaktig i styring av rater, kan egentlig stemme da det har vært mye stengning av havner, regn og tull med jernbaner i Brasil.

 

ot:

Så JF idag, merkelig mye i Norge selv om han er kypriot. Ser han jo nesten hver søndag/lørdag.

Endret 26. januar 2008 av Cape

[ugotabanana]

Zhoushan Jinhaiwan kamsarmax newbuilding goes to Middle East buyer, brokers say.

 

 

 

One of eight John Fredriksen-controlled kamsarmaxes on order at Zhoushan Jinhaiwan shipyard has been sold for $65m, brokerage sources report Friday.

 

 

The resale of the 81,000-dwt newbuilding has gone to an unnamed Middle Eastern buyer.

 

-

kilde: TradeWinds.

 

51,25 mio USD var det Golden Ocean betalte for dette skipet med finansiering. Dette vil si at gevinsten ligger på 13.75 mio USD. Yey!

 

Flere som fortsatt skal si noe imot mine mening om utbytte? Naranek & resten av chefs baisserne over utbytter har blitt stille, det var enda godt.

Endret 2. februar 2008 av Cape

[learntofly]

Er godt igang med å ordne utbytte for q1 tenker jeg heller vi skal si. Blir spennede å se hva vi lander på 12.februar, men jeg håper at forventningene innfrir. Når vi ser hvordan JIN sliter med finansiering på nybygg, er jeg glad for at jeg satt pengene mine på JF og GOGL. Utbytte er definitivt en gullerot

[ugotabanana]

Har vært litt opptatt i det siste, men skal denne tråden oppdateres oftere:

 

BDI Baltic Exchange Dry Index 6353 UP 218

BCI Baltic Exchange Capesize Index 9490 UP 394

BPI Baltic Exchange Panamax Index 6029 UP 294

BSI Baltic Exchange Supramax Index 3913 UP 44

BHSI Baltic Exchange Handysize Index 1874 DOWN 1

 

 

-

Golden Ocean Group Limited ("Golden Ocean" or "the Company") is

pleased to advise that the Company has acquired two option two

newbuilding contracts at Zhoushan Jinhaiwan Shipyard (Jinhaiwan) in

China.

 

The vessels of 80,000 dwt will be delivered during 2011 and are

"sister vessels" of the series ordered in October 2007.

 

The delivered cost for the vessels is estimated to be about $52

million per vessel.

 

Golden Ocean has already ordered 13 vessels at Jinhaiwan. The

experience gained so far indicates that this yard is likely to become

one of the leading yards in China going forward.

 

The Company has also fixed out on time charter four of the Kamsarmax

vessels with delivery in 2010 and 2011 for a period of 10 years. The

time charter rate is $24,500 per day on the 2010 deliveries and

$24,000 per day on the 2011 deliveries, both less 5 % total

commission. These contracts will write the vessels down to zero over

the charter party period.

 

Golden Ocean does still have four of its ten firm Kamsarmax vessels

open, with an option to declare two additional units from the yard.

 

The combination of the competitive price on the newbuildings and the

long term charters will secure Golden Ocean's continued growth and at

the same time able the Company to deliver long term high return to

their shareholders including solid dividends.

Endret 8. februar 2008 av Cape

[^fmj]

Stille før stormen. ^^

[ugotabanana]

Press release from Golden Ocean Group Ltd. 12.02.2008

 

 

Golden Ocean Group Limited (the "Company" or "Golden Ocean") reports net income of $97.2 million and earnings per share of $0.36 for the fourth quarter of 2007. This compares with net income and earnings per share of $52.9 million and $0.20 for the third quarter of 2007. Total operating revenues for the fourth quarter were $280.9 million, total operating expenses were $214.7 million and net other expenses were $0.4 million.

 

Due to the continued strong freight market during the quarter and the gain on sale of one vessel the Company increased net operating income to $97.7 million compared to $68.5 million in the third quarter.

 

Cash and cash equivalents increased by $171.5 million during the quarter. The Company generated cash from operating activities and financing activities of $22.3 million and $213.9 million, respectively and used $64.7 million for investing activities. The latter amount includes part payments on newbuilding instalments of $136.8 million and proceeds from sale of assets of $72.8 million. During the fourth quarter the Company repaid $15.6 million in debt and borrowed an additional $319.7 million. This includes a Convertible Bond of $200 million issued during the quarter. In addition the company paid out a dividend of $135.9 million during the quarter.

 

For the year ended December 31, 2007 the Company reports a net income of $201.0 million and earnings per share of $0.74. Total operating revenues were $708.0 million, total operating expenses were $540.7 million and net other expenses were $40.9 million.

 

On February 12, 2008 the Board has declared a dividend of $0.30 per share. The record date for the dividend is February 28, 2008, ex dividend date is February 26, 2008 and the dividend will be paid on or about March 7, 2008.

 

At December 31, 2007 the total number of shares outstanding in Golden Ocean was 271,765,107 of $0.10 par value each.

 

The full report is available in the link below.

 

http://hugin.info/135378/R/1190571/239694.pdf

 

 

-

 

Føler at dette var veldig bra selv om utbytte kom litt ned.

[Daniel-G]

Ja.. Synd det.. selvom jeg har kjøpt en del mer, så får jeg såvidt mindre enn hva jeg fikk sist..

 

Men uansett så kommer det flere utbytter

 

Hvis vi får $1,5 dollar for 2008 så er jo ikke det dårlig.. Det er jo cirka 30% av dagens kurs..

[ugotabanana]

Det er klart at man kunne kanskje hatt lyst på mer utbytte, dog så er ikke dette noen nedtur.

GOGL har dog ca 1,650 mill NOK i cash (300 mill USD som Geir Karlsen sa på Q4 presentasjonen)

 

Jeg tror vi får se nye kontraheringer av skip i tiden som kommer, samt at BDI igjen kommer opp på et nivå over 10.000 igjen.

[^fmj]

Hvis man handler den 25. og selger den 26. så får man utbytte?

[apegryn]

billung sikter til rundt 1-1,5 dollar i 08 og 09, som med dagens kurs vil gi utbytte på 13 kr over to år. Gitt at kursen holder seg på dagens kurs om to år, står gogl aksjonærer igjen med over 40% avkastning.

Endret 13. februar 2008 av tronni_87