Med stor sannsynlighet et internt morgenmøte for analytikere osv. i Sparebank1 Markets.
Her er et eksempel fra 2017 hvor SB1M kom med dekning av GOGL samme dag som selskapet hadde vært og presentert seg for dem på morgenmøtet. Dette ble skrevet av SP1M samme dag (klippet fra FA):
"Research focus: GOGL presentation at our MM
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CEO of Golden Ocean, Birgitte Vartdal and CFO Per Heiberg attended our morning meeting today to give an overview of the company’s strategy going forward and its view on the dry bulk market in general.
- In light of the recent dry bulk rate development, the company has started to take some coverage and has now 7-8 capesize equivalents secured. Although the last years in dry bulk have highlighted the importance of securing at least a minimum level of cash flow, the company want to retain much of the upside and potential further coverage will be done gradually if the market improves further.
- GOGL highlighted China as the biggest uncertainty factor going into 2018, with the impact of new environmental regulations being unknown. Though, with healthy demand growth also outside of China and very limited fleet growth, the company expects 2018 to be better than 2017 in general – a view we share
- We have a BUY-rating TP USD 11 on GOGL"
Økte nettopp sjansen for en kjærkommen analyse fra SP1M? Jeg ville ikke bli overrasket. 