Guest Episode - Value Investor's Edge Live With Flex LNG's CEO
Alpha Trader - Een podcast door Seeking Alpha
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We're sharing an episode from our Value Investor's Edge Live podcast, hosted on our The Investing Edge channel, in place of our normal Alpha Trader show (which will return next week). This episode features our host, J Mintzmyer of Value Investor’s Edge, speaking with Oystein Kallekev, CEO of Flex LNG, about the overall LNG shipping markets, US-China potential, and IMO 2020 impacts. Shipping has been one of the most buzzed about sectors in the market in recent months, and J is one of the leading experts in the field. We hope you enjoy. Topics Covered: 1:45 minute mark - Start of discussion- Market review: LNG sentiment now terrible? 4:15 - What market differentials exists between modern and older carriers? 8:05 - Precisely what sort of premium can investors expect to see? 9:35 - Any clear impacts or benefits from the US-China 'Phase 1 Deal'? 13:45 - Do steam propulsion LNG carriers have a future? 17:15 - Any major new technologies on the horizon? 2030 carbon reduction? 22:15 - What about TFDE propulsion? Is there a clear future for these? 26:00 - Are there any direct impacts coming from IMO 2020 regulations? 30:40 - Are you planning to increase your charter coverage into 2020? 35:35 - What are your capital allocation priorities with extra free cash? 40:05 - Will dividends be closely tied to earnings going forward?