Hunter Group (HUNT)

[Tekk]

Tror den kan være bra på lang sikt ettersom volumet i olje tar seg opp igjen. Men her er nok tidsperspektivet lenger enn mange har posisjonert seg for. Er litt overkjøpt på kort sikt og jeg vil driste meg til å tippe at vi får en topp i dag eller mandag med påfølgende korreksjon i neste uke.

[TekBot]

Hunter Group ASA - Second quarter results 2021

Oslo, 26 August 2021

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Financial highlights

Total revenues of USD 11.50m

• Spot pool revenues of USD 1.50m

• Time charter revenues of USD 7.23m

Total operating expenses of USD 6.6m

• Vessel opex incl. insurance of USD 2.50m

• Voyage exp. and commissions of USD 0.43m

G&A expenses of 0.38m

• USD 0.37m administrative expenses

• USD 0.01m legal expenses

EBITDA of USD 8.18m

Net profit of USD 2.38m

Average daily earnings of USD 24,000

• Avg. daily spot earnings of USD 15,500

• Avg. daily time charter earnings of USD 26,500

Opex incl. insurance of USD 6,750 per day per vessel

364 available earnings days and 371 opex days

• 91 pool spot days

• 273 time charter days

Current pro forma cash flow breakeven of approx. USD 21,500 per day

Key events in Q2 2021

The sale of Hunter Atla for USD 84.5m was concluded in April 2021. and the
vessel was successfully delivered to her new owners. The sale resulted in a net
gain of approx. USD 2.6m

The Company announced an offer to buy back up to 50 million of it’s own shares
at a price of NOK 3.0 per share, of which 3 million shares were acquired

The Annual General Meeting was held on 3 June 2021, and all resolutions were
passed in accordance with the previously announced proposals, including, inter
alia, authorizations to acquire own shares and issue new shares

The board of directors of the Company proposed a NOK 0.50 per share dividend as
a reduction of the Company’s share premium

Subsequent events

NOK 0.50 per share distributed to shareholders as a reduction in the Company’s
share premium

As of the date of this report, 95% of days in the third quarter of 2021 have
been booked at an average est. dayrate of USD 19,100

• 88% of spot days booked at an avg. est. dayrate of USD 13,3001

• Average Q3 TC dayrates of USD 22,250

Contact:

Erik A.S. Frydendal, CEO, ef@huntergroup.no, Ph.: +47 957 72 947

Lars M. Brynildsrud, CFO, lb@huntergroup.no, Ph.: +47 932 60 882

This information is subject to disclosure requirements pursuant to section 5-12
of the Norwegian Securities Trading Act.

Kilde

[TekBot]

Hunter Group ASA - Company presentation

Oslo, 16 September 2021

Please see enclosed the presentation held today at Pareto Securities’ 28th
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annual energy conference.

Contact:

Erik A.S. Frydendal, CEO, ef@huntergroup.no, Ph.: +47 957 72 947

Lars M. Brynildsrud, CFO, lb@huntergroup.no, Ph.: +47 932 60 882

This information is subject to disclosure requirements pursuant to section 5-12
of the Norwegian Securities Trading Act.

Kilde

[TekBot]

Hunter Group ASA - Third quarter results 2021

Total revenues of USD 7.32m

• Spot pool revenues of USD 1.11m
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• Time charter revenues of USD 6.21m

Total operating expenses of USD 8.78m

• Vessel opex incl. insurance of USD 2.33m

• Voyage exp. and commissions of USD 0.60

• G&A expenses of 0.32m

• USD 0.31m administrative expenses

• USD 0.1m legal expenses

Net currency loss of USD 1.1m

EBITDA of USD 4.07m

Net loss of USD 1.71m

Average daily earnings of USD 21,000

• Avg. daily spot earnings of USD 12,1001

• Avg. daily time charter earnings of USD 24,150

Opex incl. insurance of USD 6,340 per day per vessel

368 available earnings days and 368 opex days

• 2 pool spot days- 258 time charter days

• 18 repositioning days

Current pro forma cash flow breakeven of approx. USD 21,500 per day

Contact:

Erik A.S. Frydendal, CEO, ef@huntergroup.no, Ph.: +47 957 72 947

Lars M. Brynildsrud, CFO, lb@huntergroup.no, Ph.: +47 932 60 882

This information is subject to disclosure requirements pursuant to section 5-12
of the Norwegian Securities Trading Act

Kilde

[Kaisovski]

Skjer det noe spennende etter børsslutt idag mon tro?

[meursault]

Hva tenker du på?

[Kaisovski]

Gikk rykter om et betydelig rederioppkjøp tidligere idag.

Viste seg nok å være Golar LNG👿

[TekBot]

Hunter Group ASA - Fourth quarter results 2021

Financial highlights

Total revenues of USD 9.12m
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? Spot pool revenues of USD 1.69m

? Time charter revenues of USD 7.01m

Total operating expenses of USD 6.82m

? Vessel opex incl. insurance of USD 2.33m

? Voyage exp. and commissions of USD 0.56m

? G&A expenses of 0.68m

   - USD 0.29m administrative expenses

   - USD 0.10m legal expenses

   - USD 0.29m non-cash expenses

EBITDA of USD 5.55m

Net profit of USD 0.52m

Average daily earnings of USD 24,100

? Avg. daily spot earnings of USD 18,400

?Avg. daily time charter earnings of USD 26,100

Opex incl. insurance of USD 6,330 per day per vessel

368 available earnings days and 368 opex days

? 92 pool spot days

? 269 time charter days

? 7 “off-hire” days (crew change, bunkering, positioning, etc.)

Fourth quarter cash flow breakeven of approx. USD 21,850 per day

Key events in 4Q 2021

Entered into a 4+4 month time charter for Hunter Disen, which commenced on 27
January 2022. The first four month is for USD 18,000 per day, while the
charterer has the option to extend for another four months as USD 25,000 per day

Subsequent events

Entered into a two 12-month index-based linked charters for Hunter Idun. Hunter
Idun commenced on this charter on January 26th, immediately following the
redelivery of the vessel from charterers to owners

? The charter rate will be calculated on the basis of the daily rate for TD3C
(Saudi-China) plus a small premium, adjusted for the vessels speed, consumption
and fuel type

Entered into a 12-month index-based charter for Hunter Frigg. The charter will
commence immediately upon completion of its current charter

? The charter rate will be calculated on the basis of the daily rate for TD3C
(Saudi-China) plus a small premium, adjusted for the vessels speed, consumption
and fuel type

As of the date of this report, 74% of days in the first quarter of 2022 have
been booked at an average est. dayrate of USD 21,000

? 32% of spot days booked at an avg. est. dayrate of USD 15,320

? Average Q1 TC dayrates of USD 23,560

Contact:

Erik A.S. Frydendal, CEO, ef@huntergroup.no, Ph.: +47 957 72 947

Lars M. Brynildsrud, CFO, lb@huntergroup.no, Ph.: +47 932 60 882

This information is subject to disclosure requirements pursuant to section 5-12
of the Norwegian Securities Trading Act.

Kilde

[TekBot]

Hunter Group ASA - Annual Report 2021

Oslo, 24 March 2022

Please find enclosed Hunter Group’s Annual Report for 2021, downloadable as PDF
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and European Single Electronic Format (ESEF).

Contact:

Erik A.S. Frydendal, CEO, ef@huntergroup.no, Ph.: +47 957 72 947

Lars M. Brynildsrud, CFO, lb@huntergroup.no, Ph.: +47 932 60 882

This information is subject to disclosure requirements pursuant to section 5-12
of the Norwegian Securities Trading Act

Kilde

[TekBot]

Hunter Group ASA - Long Term Incentive Plan Primary Insiders

Oslo, 24 March 2022

The board of directors in Hunter Group ASA (the “Company”) today granted certain
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primary insiders in the Company options to buy a total of 2,050,000 shares in
the Company in accordance with the terms set out in the Company’s Long Term
Incentive Plan. The LTI options shall vest on the date falling 12 months
following the date of grant, with a strike price of NOK 2.80 per share.

LTI Options are granted to the following:

Sagittarius Capital Ltd., a company owned and controlled by Erik Andreas
Frydendal, CEO of the Company, 1,000,000 LTI options. Following the award of the
LTI options Erik Andreas Frydendal directly (150,000)/indirectly (1,500,000)
controls 1,650,000 shares and 4,000,000 LTI options.

Lars M. Brynildsrud, CFO, 500,000 LTI options. Following the award of the LTI
options Lars M. Brynildsrud controls 15,400 shares and 1,750,000 LTI options.

Sujoy Seal, COO, 500,000 LTI options. Following the award of the LTI options
Sujoy Seal controls 125,000 shares and 2,000,000 LTI options.

Parthesh Gaikwad, Technical Director, 50,000 LTI options. Following the award of
the LTI options Parthesh Gaikwad controls 100,000 LTI options.

Following the grant, there is a total of 7,800,000 options outstanding.

This stock exchange announcement is made pursuant to section 5-2 of the
Norwegian Securities Trading Act. Oslo, 30 April 2020

For further information, please contact: Erik Frydendal, CEO Ph. +47 957 72 947
e-mail: ef@huntergroup.no

Kilde

[TekBot]

Hunter Group ASA - Notice of Annual General Meeting 27 April 2022

This stock exchange announcement is made pursuant to section 5-9 of the
Norwegian Securities Trading Act.
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Kilde

[TekBot]

Hunter Group ASA - Remuneration Report 2021

This stock exchange announcement is made pursuant to section 5-9 of the
Norwegian Securities Trading Act.
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Kilde

[TekBot]

Hunter Group ASA - Annual General Meeting held on 27 April 2022

Oslo, 27 April 2022

The Annual General Meeting in Hunter Group ASA (the “Company”) took place today
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on 27 April 2022 at 10:00 hours CEST. All resolutions were passed in accordance
with the proposals set out in the notice for the Annual General Meeting. The
minutes of the Annual General Meeting are attached to this announcement and are
also available on the Company’s website.

Contact:

Erik A.S. Frydendal, CEO, ef@huntergroup.no, Ph.: +47 957 72 947

Lars M. Brynildsrud, CFO, lb@huntergroup.no, Ph.: +47 932 60 882

This stock exchange announcement is made pursuant to section 5-2 of the
Norwegian Securities Trading Act.

Kilde

[lafajet]

Interessant rykte om salg av flåten ifølge Tradewins og Finansavisen (betalingsmur, noe jeg selv ikke har tilgang til).
Dette har vært en lang og hyggelig ferd for min del, skal vi få en like hyggelig avslutning ?

[meursault]

Interessant. Det viser seg som regel å stemme når det er på Tradewinds.

Skulle gjerne lest artikkelen.

[lafajet]

Ryktene har svirret rundt DHT som interessent, samt priser på 95MUSD pr stk.
Personlig tviler jeg på at Fredly selger på dette nivået da nybygg priser tilsvarende kvaliteten Hunter sitter med, ligger vesentlig høyere i dagens marked hvor i tillegg disse vil ta ca 2år å få levert, noe som også har en merkbar verdi om man står på terskelen av en positiv syklus i tank med tanke på dagens uforutsigbare situasjon.
Mao, skulle startskuddet gå i nær fremtid finnes det ikke så mange andre muligheter enn å kjøpe i det eksisterende markedet, nyere moderne VLCC er allerede stramt.

[meursault]

Spennende om vi får en reprising her. Sånn USD ligger nå og optimistiske utsikter på både segmentet og da brukt m/ scrubber på priser mellom 95-105 MUSD burde kursen ligge på 3,7- 4,5 kr.

[TekBot]

Financial calendar

Financial calendar for Hunter Group ASA

27.05.2022 - Quarterly Report - Q1
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25.08.2022 - Half-yearly Report

24.11.2022 - Quarterly Report - Q3

23.02.2023 - Quarterly Report - Q4

This information is published pursuant to the requirements set out in the
Continuing Obligations.

Kilde

[lafajet]

I følge denne linken står alle 4 skipene under “sales” for 95M$ stk med kjøper fra Bermuda.
Skulle dette stemme bør vel i såfall nyheten komme nå, kansje på presentasjonen på fredag ?

https://compassmar.com/reports/Compass%20Maritime%20Weekly%20Market%20Report.pdf

[meursault]

I så fall arbitrasjemuligheter her nå. Kr. 3,7-3,9 ved likvidering? 13 % avkastning uten risiko.