SImon Hill’s betraktninger av markedet per i dag:
Det er mange faktorer som til sammen bestemmer fraktratene og vanskelig for oss lekfolk å prøve oss på å spå noe her tror jeg, men la spesielt merke til denne setningen:
So don’t expect freight rates to come down anytime soon, there’s already talk of $200/ Mt from Houston to Chiba, and projections as to how long rates can be kept above $100,000 per day. I believe the record is about 40 days, give or take, set in the summer of 2015.
Dorian har tatt en posisjon på knappe 1 %, viser siste aksjonæroppdatering i Avance:
HEMEN HOLDING LIMITED 15,730,568 24.38 COMP CYP
BW LPG HOLDING LTD 5,800,000 8.99 PRIV SGP
NORDNET BANK AB 2,755,220 4.27 NOM SWE
BNP PARIBAS SECURITIES SERVICES 1,281,431 1.99 NOM GBR
DANSKE BANK A/S 1,229,316 1.91 NOM DNK
MORGAN STANLEY & CO. INT. PLC. 1,158,466 1.80 NOM GBR
BROWN BROTHERS HARRIMAN & CO. 1,101,659 1.71 NOM USA
UBS SWITZERLAND AG 1,038,323 1.61 NOM CHE
CITIBANK, N.A. 1,005,557 1.56 NOM IRL
STAVERN HELSE OG FORVALTNING AS 1,000,000 1.55 COMP NOR
NORDEA BANK ABP 951,475 1.47 NOM DNK
CACEIS BANK SPAIN SA 935,958 1.45 NOM ESP
AVANCE GAS HOLDING LTD 833,889 1.29 COMP BMU
NORDNET LIVSFORSIKRING AS 785,501 1.22 COMP NOR
STATE STREET BANK AND TRUST COMP 784,902 1.22 NOM USA
DORIAN LPG. LTD. 607,419 0.94 COMP MHL
INTERACTIVE BROKERS LLC 592,033 0.92 NOM USA
SAXO BANK A/S 580,796 0.90 NOM DNK
CACEIS BANK 505,389 0.78 NOM LUX
ALDEN AS 500,000 0.77 COMP NOR
Både Dorian og Avance har en god del aksjer i egne selskaper. Avance har 1,3 % aksjer i eget selskap.
Ser vi snart en byttehandel her, hvor Avance bytter sine aksjer i eget selskap med Dorians aksjer i eget selskap? En slik byttehandel med aksjer i hverandre tilsvarende omtrent samme verdier, har et par fordeler. For det første unngår man likviditetsutlegg. For det andre fjerner man en uheldig posisjon i eget selskap.
Dorian er neppe ferdig med sine kjøp.
I så fall får vi en tettere integrasjon mellom de to aktørene. Med kun 3 større aktører i LPG-markedet, kan det bli en interessant tid fremover.
Når Dorian begynner å røre på seg blant Avances aksjonærer, kan det jo også trigge noe fra BW LPG med sine 5,8 millioner aksjer (8,99 %)…
Da har vi fått en ny oppdatert aksjonæroversikt, hvor Dorian har økt sin posisjon med ytterligere 200 000 aksjer, til 1,25 % totalt:
HEMEN HOLDING LIMITED 15,730,568 24.38 COMP CYP
BW LPG HOLDING LTD 5,468,526 8.47 PRIV SGP
NORDNET BANK AB 2,715,067 4.21 NOM SWE
BNP PARIBAS SECURITIES SERVICES 1,281,431 1.99 NOM GBR
DANSKE BANK A/S 1,258,488 1.95 NOM DNK
MORGAN STANLEY & CO. INT. PLC. 1,125,983 1.74 NOM GBR
BROWN BROTHERS HARRIMAN & CO. 1,101,659 1.71 NOM USA
UBS SWITZERLAND AG 1,044,517 1.62 NOM CHE
CITIBANK, N.A. 1,005,557 1.56 NOM IRL
STAVERN HELSE OG FORVALTNING AS 1,000,000 1.55 COMP NOR
NORDEA BANK ABP 966,048 1.50 NOM DNK
CACEIS BANK SPAIN SA 935,958 1.45 NOM ESP
AVANCE GAS HOLDING LTD 833,889 1.29 COMP BMU
DORIAN LPG. LTD. 807,419 1.25 COMP MHL
STATE STREET BANK AND TRUST COMP 784,902 1.22 NOM USA
NORDNET LIVSFORSIKRING AS 774,517 1.20 COMP NOR
SAXO BANK A/S 600,178 0.93 NOM DNK
INTERACTIVE BROKERS LLC 594,303 0.92 NOM USA
CACEIS BANK 505,389 0.78 NOM LUX
AVANZA BANK AB 458,066 0.71 NOM SWE
Samtidig har BW LPG redusert sitt innehav med 231 474 aksjer. Med andre ord - Dorian har omtrent kjøpt aksjene BW LPG har solgt. Kun mindre andre endringer.
Andel topp 20 er redusert med ca 185 000 aksjer.
Det kanskje mest spesielle med denne nye aksjonæroversikten var at den så vidt jeg forstår kom dagen etter at Avance publiserte forrige oversikt over de 20 største aksjonærene.
I så fall er det tydelig at den nye daglige lederen i Avance (bakgrunn fra Fearnleys) ikke vil la denne akkumuleringen skje i det stille…
Det blir uten tvil spennende å se hvor dette fører.
Dagsaktuell vurdering fra Arctic:
Dorian LPG among top 20 shareholders in Avance Gas
In an updated shareholder list on Avance Gas’ website, Dorian LPG is listed as the 14th largest shareholder of the company. Dorian has not disclosed anything in relation to the acquisition, but with a total holding of ~807k shares, Dorian controls 1.25% of the outstanding shares (up ~200k shares from yesterday). As such, Dorian is the second VLGC peer to buy shares in Avance Gas in the past month. In December, BW LPG announced that it had acquired 5.9m shares, equivalent to 9.14% of shares and voting rights.
The updated list, however, reveals that BWLPG’s current position is ~5.5m shares, or 8.5%, meaning that BW LPG has sold ~400k shares (BW LPG is still the second largest shareholder). With ~15.7m shares, Hemen Holding is the largest shareholder.
Although BW LPG has stated that the holding in Avance is a financial holding for now, it has not been trying to conceal that consolidation is of interest. The Fredriksen Group, on the other hand, has gone a long way in rejecting the idea of a merger with BW LPG, and highlighted that growth and fleet renewal would be in focus (Avance has even announced an order of 2x dual fuel VLGCs since BW LPG disclosed its shareholding).
We obviously don’t know anything about Dorian’s intentions, however, we would expect a similar response if consolidation is on the minds of the Dorian decision makers. As such, we expect that Dorian’s holding in Avance will be a financial investment (a profitable one given our view on the market).
Nonetheless, the Avance Gas shareholder list is a very interesting read at the moment, and we find it encouraging that Avance’s two main listed peers consider the valuation so attractive that they are buying shares (in line with our view). We will continue to monitor the situation.
Dorian har økt med ytterligere 200 000 aksjer. Husk at dette er tall som er T+2 dager forsinket, altså situasjonen på tirsdag.
Antall aksjer på topp 20-listen øker med 229 404 aksjer, og utgjør nå 39,22 millioner aksjer, dvs 60,78 % av totalen.
Vel så interessant er det at ledelsen i Avance nå oppdaterer aksjonærlisten daglig…
| INVESTOR | NUMBER OF SHARES | % OF TOTAL | TYPE | COUNTRY |
|---|---|---|---|---|
| HEMEN HOLDING LIMITED | 15,730,568 | 24.38 | COMP | CYP |
| BW LPG HOLDING LTD | 5,468,526 | 8.47 | PRIV | SGP |
| NORDNET BANK AB | 2,676,810 | 4.15 | NOM | SWE |
| BNP PARIBAS SECURITIES SERVICES | 1,281,431 | 1.99 | NOM | GBR |
| DANSKE BANK A/S | 1,263,374 | 1.96 | NOM | DNK |
| MORGAN STANLEY & CO. INT. PLC. | 1,212,997 | 1.88 | NOM | GBR |
| BROWN BROTHERS HARRIMAN & CO. | 1,101,659 | 1.71 | NOM | USA |
| UBS SWITZERLAND AG | 1,029,667 | 1.60 | NOM | CHE |
| DORIAN LPG. LTD. | 1,007,419 | 1.56 | COMP | MHL |
| CITIBANK, N.A. | 1,005,557 | 1.56 | NOM | IRL |
| STAVERN HELSE OG FORVALTNING AS | 1,000,000 | 1.55 | COMP | NOR |
| NORDEA BANK ABP | 944,606 | 1.46 | NOM | DNK |
| CACEIS BANK SPAIN SA | 935,958 | 1.45 | NOM | ESP |
| AVANCE GAS HOLDING LTD | 833,889 | 1.29 | COMP | BMU |
| STATE STREET BANK AND TRUST COMP | 784,902 | 1.22 | NOM | USA |
| NORDNET LIVSFORSIKRING AS | 762,457 | 1.18 | COMP | NOR |
| INTERACTIVE BROKERS LLC | 614,303 | 0.95 | NOM | USA |
| SAXO BANK A/S | 604,291 | 0.94 | NOM | DNK |
| CACEIS BANK | 505,389 | 0.78 | NOM | LUX |
| AVANZA BANK AB | 458,066 | 0.71 | NOM | SWE |
Ser at noen skribenter på HO skriver at BW LPGs reduksjon av salgene ikke er relle salg, men utlån til shorting. Aksjer utlånt til shorting skal som kjent redusere den bokførte beholdningen til primæreieren, selv om eierskapet står fast.
I så fall er det jo noe nær en drømmesituasjon for BW LPG - de får noen andre til å ta en short-posisjon, og den økonomiske risikoen med shorten, mens de selv kan akkumulere aksjer på shortede (lavere) kurser.
Ulempen (for shorterne) er jo her at det også er en annen aktør som sikres rimelige shortede aksjer - les: Dorian… Antar de fortsatte kjøpene både på onsdag og torsdag, og evt idag. De får jo nå dette til kurser lavere enn det BW LPG får.
Bli ikke overrasket over om også Dorian låner ut til shorting, for ytterligere å styrke egen inngangskurs.
BW LPG solgte på onsdag ca 220 000 aksjer, eventuelt lånte ut til shorting, uten at Dorian kjøpte noen. Her er listen som er oppdatert med handler i AGAS til og med onsdag i forrige uke:
| INVESTOR | NUMBER OF SHARES | % OF TOTAL | TYPE | COUNTRY |
|---|---|---|---|---|
| HEMEN HOLDING LIMITED | 15,730,568 | 24.38 | COMP | CYP |
| BW LPG HOLDING LTD | 5,247,317 | 8.13 | PRIV | SGP |
| NORDNET BANK AB | 2,671,339 | 4.14 | NOM | SWE |
| BNP PARIBAS SECURITIES SERVICES | 1,281,431 | 1.99 | NOM | GBR |
| DANSKE BANK A/S | 1,255,391 | 1.95 | NOM | DNK |
| MORGAN STANLEY & CO. INT. PLC. | 1,254,462 | 1.94 | NOM | GBR |
| BROWN BROTHERS HARRIMAN & CO. | 1,101,659 | 1.71 | NOM | USA |
| UBS SWITZERLAND AG | 1,027,987 | 1.59 | NOM | CHE |
| DORIAN LPG. LTD. | 1,007,419 | 1.56 | COMP | MHL |
| STAVERN HELSE OG FORVALTNING AS | 1,000,000 | 1.55 | COMP | NOR |
| CITIBANK, N.A. | 974,378 | 1.51 | NOM | IRL |
| CACEIS BANK SPAIN SA | 935,958 | 1.45 | NOM | ESP |
| NORDEA BANK ABP | 918,613 | 1.42 | NOM | DNK |
| AVANCE GAS HOLDING LTD | 833,889 | 1.29 | COMP | BMU |
| STATE STREET BANK AND TRUST COMP | 784,902 | 1.22 | NOM | USA |
| NORDNET LIVSFORSIKRING AS | 753,015 | 1.17 | COMP | NOR |
| INTERACTIVE BROKERS LLC | 644,453 | 1.00 | NOM | USA |
| SAXO BANK A/S | 608,288 | 0.94 | NOM | DNK |
| CACEIS BANK | 505,389 | 0.78 | NOM | LUX |
| AVANZA BANK AB | 477,955 | 0.74 | NOM | SWE |
Dagens nye aksjonærliste fra Avancegas - ingen endringer i BW LPG eller Dorian sin posisjon, men i noen andres:
| INVESTOR | NUMBER OF SHARES | % OF TOTAL | TYPE | COUNTRY |
|---|---|---|---|---|
| HEMEN HOLDING LIMITED | 15,730,568 | 24.38 | COMP | CYP |
| BW LPG HOLDING LTD | 5,247,317 | 8.13 | PRIV | SGP |
| NORDNET BANK AB | 2,699,712 | 4.18 | NOM | SWE |
| MORGAN STANLEY & CO. INT. PLC. | 1,296,781 | 2.01 | NOM | GBR |
| BNP PARIBAS SECURITIES SERVICES | 1,281,431 | 1.99 | NOM | GBR |
| DANSKE BANK A/S | 1,257,979 | 1.95 | NOM | DNK |
| BROWN BROTHERS HARRIMAN & CO. | 1,101,659 | 1.71 | NOM | USA |
| UBS SWITZERLAND AG | 1,030,242 | 1.60 | NOM | CHE |
| DORIAN LPG. LTD. | 1,007,419 | 1.56 | COMP | MHL |
| STAVERN HELSE OG FORVALTNING AS | 1,000,000 | 1.55 | COMP | NOR |
| CACEIS BANK SPAIN SA | 935,958 | 1.45 | NOM | ESP |
| NORDEA BANK ABP | 924,955 | 1.43 | NOM | DNK |
| CITIBANK, N.A. | 899,378 | 1.39 | NOM | IRL |
| AVANCE GAS HOLDING LTD | 833,889 | 1.29 | COMP | BMU |
| STATE STREET BANK AND TRUST COMP | 784,902 | 1.22 | NOM | USA |
| NORDNET LIVSFORSIKRING AS | 755,191 | 1.17 | COMP | NOR |
| INTERACTIVE BROKERS LLC | 644,453 | 1.00 | NOM | USA |
| SAXO BANK A/S | 635,692 | 0.99 | NOM | DNK |
| CACEIS BANK | 505,389 | 0.78 | NOM | LUX |
| AVANZA BANK AB | 480,570 | 0.74 | NOM | SWE |
Ny liste har kommet. Den viser at Dorian solgte ca 63 000 aksjer torsdag i forrige uke:
| INVESTOR | NUMBER OF SHARES | % OF TOTAL | TYPE | COUNTRY |
|---|---|---|---|---|
| HEMEN HOLDING LIMITED | 15,730,568 | 24.38 | COMP | CYP |
| BW LPG HOLDING LTD | 5,247,317 | 8.13 | PRIV | SGP |
| NORDNET BANK AB | 2,728,790 | 4.23 | NOM | SWE |
| MORGAN STANLEY & CO. INT. PLC. | 1,296,148 | 2.01 | NOM | GBR |
| BNP PARIBAS SECURITIES SERVICES | 1,281,431 | 1.99 | NOM | GBR |
| DANSKE BANK A/S | 1,269,266 | 1.97 | NOM | DNK |
| BROWN BROTHERS HARRIMAN & CO. | 1,101,659 | 1.71 | NOM | USA |
| UBS SWITZERLAND AG | 1,008,152 | 1.56 | NOM | CHE |
| STAVERN HELSE OG FORVALTNING AS | 1,000,000 | 1.55 | COMP | NOR |
| DORIAN LPG. LTD. | 944,499 | 1.46 | COMP | MHL |
| CACEIS BANK SPAIN SA | 935,958 | 1.45 | NOM | ESP |
| NORDEA BANK ABP | 922,872 | 1.43 | NOM | DNK |
| CITIBANK, N.A. | 899,378 | 1.39 | NOM | IRL |
| AVANCE GAS HOLDING LTD | 833,889 | 1.29 | COMP | BMU |
| STATE STREET BANK AND TRUST COMP | 784,902 | 1.22 | NOM | USA |
| NORDNET LIVSFORSIKRING AS | 749,084 | 1.16 | COMP | NOR |
| INTERACTIVE BROKERS LLC | 694,673 | 1.08 | NOM | USA |
| SAXO BANK A/S | 637,704 | 0.99 | NOM | DNK |
| CACEIS BANK | 505,389 | 0.78 | NOM | LUX |
| AVANZA BANK AB | 480,570 | 0.74 | NOM | SWE |
Mindre endringer blant øvrige aksjonærer.
Oppdatering fra Arctic om foreløpige tall for Dorian:
Dorian LPG – Strong guidance for fiscal Q3/21 (Arctic)
After market close yesterday, Dorian LPG published a press release providing guidance for the quarter ended 31 December (fiscal Q3/21). According to the company, TCE revenues will come in between USD 86.725m and USD 88.725m, vessel operating expenses will come in between USD 18.2m and USD 20.2m, while time charter-in expenses will come in between USD 4.2m and USD 4.6m.
Assuming the mid-point of the guidance range for all items, as well as G&A in line with the previous quarter, EBITDA should come in at USD ~58.2m. This compares to our estimate for the quarter of USD 57.2m and Bloomberg consensus of USD 53.3m, and we view the guidance as strong. Based on available days, the mid-point of the guidance range indicates an achieved TCE rate of USD ~40.7k/d, while based on operating days, it would indicate a rate of USD ~42.3k/d.
Furthermore, Dorian announced that it will release its financial results for Q3/21 prior to market open on 2 February, and that it will host a conference call on the same day at 10:00 a.m. ET.
Cleaves Securities (J. Hannisdahl) om Dorians foreløpige tall:
Dorian $LPG (SELL/$10) w 4Q20 (fiscal 3Q21) guidance: Top-line mid at $88m vs our $95m forecast (cons $82m). Gross TCE/d $42k/d vs our $45k/d forecast & util at 94% vs 97% Opex (incl. TC-in) at $22-25m, similar to our $23m forecast #LPG #shipping #VLGC $AVANCE $AGAS $BWLPG
Så Hannis setter egne forventninger høyt, slik at han kan nedgradere når Dorian leverer høyt over de generelle forventningene?? Har jeg forstått dette rett??
Dagens liste, kun mindre endringer:
| INVESTOR | NUMBER OF SHARES | % OF TOTAL | TYPE | COUNTRY |
|---|---|---|---|---|
| HEMEN HOLDING LIMITED | 15,730,568 | 24.38 | COMP | CYP |
| BW LPG HOLDING LTD | 5,247,317 | 8.13 | PRIV | SGP |
| NORDNET BANK AB | 2,657,650 | 4.12 | NOM | SWE |
| MORGAN STANLEY & CO. INT. PLC. | 1,303,107 | 2.02 | NOM | GBR |
| DANSKE BANK A/S | 1,301,909 | 2.02 | NOM | DNK |
| BNP PARIBAS SECURITIES SERVICES | 1,281,431 | 1.99 | NOM | GBR |
| BROWN BROTHERS HARRIMAN & CO. | 1,101,659 | 1.71 | NOM | USA |
| UBS SWITZERLAND AG | 1,014,923 | 1.57 | NOM | CHE |
| STAVERN HELSE OG FORVALTNING AS | 1,000,000 | 1.55 | COMP | NOR |
| DORIAN LPG. LTD. | 944,499 | 1.46 | COMP | MHL |
| CACEIS BANK SPAIN SA | 935,958 | 1.45 | NOM | ESP |
| NORDEA BANK ABP | 922,062 | 1.43 | NOM | DNK |
| CITIBANK, N.A. | 899,378 | 1.39 | NOM | IRL |
| AVANCE GAS HOLDING LTD | 833,889 | 1.29 | COMP | BMU |
| INTERACTIVE BROKERS LLC | 818,408 | 1.27 | NOM | USA |
| STATE STREET BANK AND TRUST COMP | 784,902 | 1.22 | NOM | USA |
| NORDNET LIVSFORSIKRING AS | 754,067 | 1.17 | COMP | NOR |
| SAXO BANK A/S | 621,105 | 0.96 | NOM | DNK |
| CACEIS BANK | 505,389 | 0.78 | NOM | LUX |
| AVANZA BANK AB | 477,402 | 0.74 | NOM | SWE |
Det er fortsatt daglige oppdateringer av aksjonærlisten fra AGAS. Her er dagens liste. Ingen endringer hos BW LPG eller Dorian:
| INVESTOR | NUMBER OF SHARES | % OF TOTAL | TYPE | COUNTRY |
|---|---|---|---|---|
| HEMEN HOLDING LIMITED | 15,730,568 | 24.38 | COMP | CYP |
| BW LPG HOLDING LTD | 5,247,317 | 8.13 | PRIV | SGP |
| NORDNET BANK AB | 2,645,014 | 4.10 | NOM | SWE |
| DANSKE BANK A/S | 1,311,324 | 2.03 | NOM | DNK |
| MORGAN STANLEY & CO. INT. PLC. | 1,303,107 | 2.02 | NOM | GBR |
| BNP PARIBAS SECURITIES SERVICES | 1,281,431 | 1.99 | NOM | GBR |
| BROWN BROTHERS HARRIMAN & CO. | 1,101,659 | 1.71 | NOM | USA |
| UBS SWITZERLAND AG | 1,013,704 | 1.57 | NOM | CHE |
| STAVERN HELSE OG FORVALTNING AS | 1,000,000 | 1.55 | COMP | NOR |
| DORIAN LPG. LTD. | 944,499 | 1.46 | COMP | MHL |
| CACEIS BANK SPAIN SA | 935,958 | 1.45 | NOM | ESP |
| NORDEA BANK ABP | 919,192 | 1.42 | NOM | DNK |
| CITIBANK, N.A. | 899,378 | 1.39 | NOM | IRL |
| AVANCE GAS HOLDING LTD | 833,889 | 1.29 | COMP | BMU |
| INTERACTIVE BROKERS LLC | 828,248 | 1.28 | NOM | USA |
| STATE STREET BANK AND TRUST COMP | 784,902 | 1.22 | NOM | USA |
| NORDNET LIVSFORSIKRING AS | 750,506 | 1.16 | COMP | NOR |
| SAXO BANK A/S | 634,527 | 0.98 | NOM | DNK |
| CACEIS BANK | 505,389 | 0.78 | NOM | LUX |
| AVANZA BANK AB | 469,029 | 0.73 | NOM | SWE |
Dagens oppdaterte aksjonærliste - viser handler til og med onsdag i forrige uke - ingen endringer fra våre to konkurrenter, men mindre justeringer fra de andre:
| INVESTOR | NUMBER OF SHARES | % OF TOTAL | TYPE | COUNTRY |
|---|---|---|---|---|
| HEMEN HOLDING LIMITED | 15,730,568 | 24.38 | COMP | CYP |
| BW LPG HOLDING LTD | 5,247,317 | 8.13 | PRIV | SGP |
| NORDNET BANK AB | 2,653,699 | 4.11 | NOM | SWE |
| MORGAN STANLEY & CO. INT. PLC. | 1,322,981 | 2.05 | NOM | GBR |
| DANSKE BANK A/S | 1,311,791 | 2.03 | NOM | DNK |
| BNP PARIBAS SECURITIES SERVICES | 1,281,431 | 1.99 | NOM | GBR |
| BROWN BROTHERS HARRIMAN & CO. | 1,101,659 | 1.71 | NOM | USA |
| UBS SWITZERLAND AG | 1,011,302 | 1.57 | NOM | CHE |
| STAVERN HELSE OG FORVALTNING AS | 1,000,000 | 1.55 | COMP | NOR |
| CITIBANK, N.A. | 984,378 | 1.53 | NOM | IRL |
| DORIAN LPG. LTD. | 944,499 | 1.46 | COMP | MHL |
| CACEIS BANK SPAIN SA | 935,958 | 1.45 | NOM | ESP |
| NORDEA BANK ABP | 898,232 | 1.39 | NOM | DNK |
| AVANCE GAS HOLDING LTD | 833,889 | 1.29 | COMP | BMU |
| INTERACTIVE BROKERS LLC | 828,348 | 1.28 | NOM | USA |
| STATE STREET BANK AND TRUST COMP | 784,902 | 1.22 | NOM | USA |
| NORDNET LIVSFORSIKRING AS | 762,487 | 1.18 | COMP | NOR |
| SAXO BANK A/S | 632,464 | 0.98 | NOM | DNK |
| CACEIS BANK | 505,389 | 0.78 | NOM | LUX |
| AVANZA BANK AB | 469,029 | 0.73 | NOM | SWE |
Dagens aksjonærliste viser handler til og med torsdag i forrige uke. Kun mindre endringer blant øvrige aksjonærer - flere av dem har akkumulert jevnt og trutt i det siste:
| INVESTOR | NUMBER OF SHARES | % OF TOTAL | TYPE | COUNTRY |
|---|---|---|---|---|
| HEMEN HOLDING LIMITED | 15,730,568 | 24.38 | COMP | CYP |
| BW LPG HOLDING LTD | 5,247,317 | 8.13 | PRIV | SGP |
| NORDNET BANK AB | 2,727,906 | 4.23 | NOM | SWE |
| MORGAN STANLEY & CO. INT. PLC. | 1,333,482 | 2.07 | NOM | GBR |
| DANSKE BANK A/S | 1,332,276 | 2.06 | NOM | DNK |
| BNP PARIBAS SECURITIES SERVICES | 1,281,431 | 1.99 | NOM | GBR |
| BROWN BROTHERS HARRIMAN & CO. | 1,101,659 | 1.71 | NOM | USA |
| UBS SWITZERLAND AG | 1,019,596 | 1.58 | NOM | CHE |
| CITIBANK, N.A. | 984,378 | 1.53 | NOM | IRL |
| STAVERN HELSE OG FORVALTNING AS | 970,000 | 1.50 | COMP | NOR |
| DORIAN LPG. LTD. | 944,499 | 1.46 | COMP | MHL |
| CACEIS BANK SPAIN SA | 935,958 | 1.45 | NOM | ESP |
| NORDEA BANK ABP | 875,579 | 1.36 | NOM | DNK |
| AVANCE GAS HOLDING LTD | 833,889 | 1.29 | COMP | BMU |
| INTERACTIVE BROKERS LLC | 829,518 | 1.29 | NOM | USA |
| STATE STREET BANK AND TRUST COMP | 784,902 | 1.22 | NOM | USA |
| NORDNET LIVSFORSIKRING AS | 752,533 | 1.17 | COMP | NOR |
| SAXO BANK A/S | 651,130 | 1.01 | NOM | DNK |
| CACEIS BANK | 505,389 | 0.78 | NOM | LUX |
| AVANZA BANK AB | 484,238 | 0.75 | NOM | SWE |
Dagens liste - aksjonærsitsen ved utløpet av handelsdagen sist fredag - kun mindre justeringer, og ingen endringer hos BW LPG eller Dorian:
| INVESTOR | NUMBER OF SHARES | % OF TOTAL | TYPE | COUNTRY |
|---|---|---|---|---|
| HEMEN HOLDING LIMITED | 15,730,568 | 24.38 | COMP | CYP |
| BW LPG HOLDING LTD | 5,247,317 | 8.13 | PRIV | SGP |
| NORDNET BANK AB | 2,823,815 | 4.38 | NOM | SWE |
| MORGAN STANLEY & CO. INT. PLC. | 1,372,450 | 2.13 | NOM | GBR |
| DANSKE BANK A/S | 1,364,324 | 2.11 | NOM | DNK |
| BNP PARIBAS SECURITIES SERVICES | 1,281,431 | 1.99 | NOM | GBR |
| BROWN BROTHERS HARRIMAN & CO. | 1,101,659 | 1.71 | NOM | USA |
| UBS SWITZERLAND AG | 1,037,256 | 1.61 | NOM | CHE |
| CITIBANK, N.A. | 956,881 | 1.48 | NOM | IRL |
| DORIAN LPG. LTD. | 944,499 | 1.46 | COMP | MHL |
| CACEIS BANK SPAIN SA | 935,958 | 1.45 | NOM | ESP |
| NORDEA BANK ABP | 930,152 | 1.44 | NOM | DNK |
| STAVERN HELSE OG FORVALTNING AS | 920,000 | 1.43 | COMP | NOR |
| AVANCE GAS HOLDING LTD | 833,889 | 1.29 | COMP | BMU |
| STATE STREET BANK AND TRUST COMP | 777,404 | 1.20 | NOM | USA |
| NORDNET LIVSFORSIKRING AS | 777,076 | 1.20 | COMP | NOR |
| INTERACTIVE BROKERS LLC | 764,918 | 1.19 | NOM | USA |
| SAXO BANK A/S | 704,318 | 1.09 | NOM | DNK |
| CACEIS BANK | 505,389 | 0.78 | NOM | LUX |
| AVANZA BANK AB | 493,879 | 0.77 | NOM | SWE |
