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2020 Bulkers

Flott utvikling over tid i 2020 Bulkers

Today: 69,013 +5,983
MTD avg 52,294
YTD avg 29,855 vs 2020 YTD 11,689
FFA '21 balance 50,798

2020bulkers index vessels making 90,000+ USD/day

Melding fra selskapet i dag.

2020 Bulkers Ltd. (2020) - Commercial update and key information relating to the cash distribution for September 2021

ANNEN INFORMASJONSPLIKTIG REGULATORISK INFORMASJON

Newsweb

Hamilton, Bermuda, October 8, 2021 Commercial update: In September 2021, the Company achieved average time charter equivalent earnings of approximately US$52,600 per day, gross. The Company’s three vessels trading on index-linked time charter earned approximately US$74,000 per day, gross, including average daily scrubber benefits of approximately US$1,300 per day. The Company’s four vessels trading on fixed time charter earned approximately US$40,900 per day, gross, including average daily scrubber benefits of approximately US$1,300 per day. Bulk Shenzhen received US$35,000 per day in off -hire insurance during the month. The Baltic 5TC Capesize Index averaged US$54,311 during September 2021. Bulk Shenzhen will on October 8, 2021, commence operations following yard repairs. Cash Distribution: The Board has approved a cash distribution of US$0.39 per share for September 2021. The distribution will be made from the Company’s Contributed Surplus account which consists of previously paid in share premium transferred from the Company’s Share Premium account. Key information: Distribution amount: US$0.39 per share Declared currency: US$ Date of approval: October 7, 2021 Last day including right: October 18, 2021 Ex-date: October 19, 2021 Record date: October 20, 2021 Payment date: On or about October 28, 2021 For further queries, please contact: Magnus Halvorsen, Chief Executive Officer, 2020 Bulkers Management AS Telephone +47 920 20 111 About 2020 Bulkers Ltd.: 2020 Bulkers has eight Newcastlemax dry bulk vessels in operation. All vessels are fitted with exhaust scrubber systems.

Super gjennomgang av Magnus Halvorsen.
2020 leverer og er mest kostnadseffektiv «World Wide».

Da har endelig Mirabella dekket inn shorten .

The Board has approved a cash distribution of US$0.49 per share for October 2021.
The distribution will be made from the Company’s Contributed Surplus account which consists of previously paid in share premium transferred from the Company’s Share Premium account.
Key information:
Distribution amount: US$0.49 per share Declared currency: US$
Date of approval: November 8, 2021
Last day including right: November 18, 2021 Ex-date: November 19, 2021
Record date: November 22, 2021
Payment date: On or about November 29, 2021
For further queries, please contact: Magnus Halvorsen, Chief Executive Officer, 2020 Bulkers Management AS Telephone +47920 20111
About 2020 Bulkers Ltd.:
2020 Bulkers has eight Newcastlemax dry bulk vessels in operation. All vessels are fitted with exhaust scrubber systems.

Mer enkelt og transparent selskap skal man lete lenge etter

Ser at shorten i 2020 Bulkers er økende.
Resultatet for november resulterte i et utbytte på 35 cent.
Det må utvilsomt være forventningene om et svakt Q1/22, som ligger til grunn for den økende shorten, som nå er oppe i 2,36 %…

https://newsweb.oslobors.no/message/548719

Fant en god video her

Tar opp et viktig punkt som jeg ikke har tenkt på. Ratene på container skipene steg god del mnd før bulk skipene, noe som gjor at selskapene booket nye container skip fremover. Dette medfølger dermed med at ventetiden på å få nye bulk skip inn på markedet øker betraktelig da de fleste yardene er allerede opptatt. Har ikke selv vært å sjekket på nettet, men tar ordet hans på intervjuet at det er tidligst sent 2024 at det kommer noe særlig nye bulk skip ut på markedet.

Vil da tro at det vil være lukrativt å være i bulk markedet de neste 3 årene hvertfall.

Gammelt nytt, men dog viktig å minne på da dette er en viktig faktor for redusert supply

Er nok flere som visste om dette, men jeg har ikke fått det med meg før nå :slight_smile:

Med et redusert tilbud av moderne capsize skip i markedet framover mot 2024, ligger 2020 Bulkers godt an markedsmessig.
Forventer gode rater framover, selv om Q1/22 ser ut til å bli svakt

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Det rapporteres om stigende Cape rater i China nå
https://en.sse.net.cn/indices/fdinew2.jsp

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https://mobile.twitter.com/SSYOnline

Hamilton, Bermuda, January 26, 2022 2020 Bulkers Ltd. (“2020 Bulkers” or the “Company”), today announced its unaudited financial and operating results for the three and twelve months ended December 31, 2021. Key events during the fourth quarter of 2021 · The Company reported net profit of US$26.3 million and EBITDA of US$31.4 million for the fourth quarter of 2021. · Achieved average time charter equivalent earnings of approximately US$52,900, per day, gross. · The Company declared total cash distributions of US$1.2 per share for the months of October, November and December 2021. · In November 2021, the Company entered into 10-13 month time charter agreements for Bulk Seoul and Bulk Santiago. The vessels will earn an index -linked rate, reflecting a significant premium to the Baltic 5TC index. In addition, both vessels will earn a profit share based on the fuel cost savings from the scrubbers. · In December 2021, the Company completed the refinancing of the US$180 million Term Loan Facility maturing in August 2024. At the time of closing, the outstanding amount under the US$180 million Term Loan Facility was replaced with a new US$162.5 million Term Loan Facility maturing in March 2027. · On December 30, 2021, Mr. Jens Martin Jensen resigned as a Director of the Company effective December 30, 2021. The Board would like to thank Mr. Jensen for his very valuable contributions to the Company, having served as a Director since the Company’s inception. · On December 30, 2021, the Company appointed Mr. Magnus Halvorsen as a Director and Chairman of the Board. Following the appointment as a Director and Chairman of the Board, Mr. Halvorsen has resigned as CEO of 2020 Bulkers Management AS, effective as of February 1, 2022. · On December 30, 2021, the Company appointed Herman Billung as CEO of 2020 Bulkers Management AS, effective as of February 1, 2022. Mr. Billung will also be appointed functioning CEO of Himalaya Shipping Ltd., under the management agreement between 2020 Bulkers Management AS and Himalaya Shipping Ltd. Subsequent Events · Achieved average time charter equivalent earnings so far in the first quarter of 2022 of approximately US$22,400, per day, gross. · In January 2022, the Company declared a cash distribution of US$0.36 per share for December 2021. The Board of Directors Report, the Condensed Consolidated Financial Statements and the Q4 2021 Presentation are available in the enclosed files. About 2020 Bulkers Ltd. 2020 Bulkers Limited is a limited liability company incorporated in

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Poenget

More than 75% of all tankers, bulkers and containerships not EEXI compliant

er in favour of 2020 Bulkers!!!

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Det virker som myndighetene i Kina er iferd med å løsne på den stramme Covid politikken.

Samtidig ser vi at malmlagrene i Kina er i ferd med å nå et bunn nivå. Det bør derfor være like før jernmalm transporten til Kina tar av.
2020 Bulkers er nr. 1 i så henseende, som transportør

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