*Tema mítico* : NMM acción americana con muchísimo potencial

EGLE entiendo que con los resultados y la caída de los barcos pequeños flojee hoy, ¿pero NMM? ¡Si están los Capes a 38000! ¡Y los containers en súper máximos históricos!
Edit: hago primera entrada en SBLK
 
EGLE entiendo que con los resultados y la caída de los barcos pequeños flojee hoy, ¿pero NMM? ¡Si están los Capes a 38000! ¡Y los containers en súper máximos históricos!
Edit: hago primera entrada en SBLK
Al sector marítimo lo menten en el cesto de las empresas de recuperación, y con el petróleo cayendo hoy los barcos bajan. Pero en algún momento el mercado tiene que discriminar. Tengo la convicción de que septiembre pondrá las cosas en su sitio.
 
La pueden meter un meneo bajista de los buenos. Se presume que aún hay mucha plusvalía pendiente vender. Poca confianza en el management y su gestión no transparente. El análisis técnico que en el fondo lo que refleja es como se comportan compradores y vendedores todos los días ........ tienen una pinta de ser muy bajista. A mi no me sorprende que se lleve a Navíos a 10 use por acción.
 
Resultados mejor de lo esperado en ATCO

  • Revenue growth of 8.3% to $393.9 million for the quarter ended June 30, 2021
  • Funds From Operations ("FFO")(4) growth of 20.0% to $193.5 million and FFO Per Share(4) growth of 14.1% to $0.73 for the quarter ended June 30, 2021
  • Adjusted EBITDA(4) growth of 14.1% to $272.5 million for the quarter ended June 30, 2021
  • Earnings per diluted share of $0.18 for the quarter ended June 30, 2021, includes a $56.1 million non-cash charge, or $0.21 per diluted share, related to loss on debt extinguishment
  • Adjusted diluted EPS(4) of $0.39 for the quarter ended June 30, 2021, excluding this non-cash charge, representing growth of 50%

Esta subiendo un 5% postmarket.


Bing Chen, President and CEO of Atlas, commented, "Our strong second quarter performance was at the high end of our expected range, enabling us to raise financial guidance for 2021. Increasing our financial guidance reflects both our strong first half performance and the confidence we have in delivering continued high-performance over the long-term. With Seaspan's industry record of newbuilds and significant forward fixing of our operating fleet, we're pleased to provide one-time long-term financial guidance to assist investors understanding of how our business model benefits from the current market and the cumulative impact on our financial performance. This disclosure also demonstrates our confidence to execute consistently and achieve quality growth through all market cycles."
 
Resultados mejor de lo esperado en ATCO

  • Revenue growth of 8.3% to $393.9 million for the quarter ended June 30, 2021
  • Funds From Operations ("FFO")(4) growth of 20.0% to $193.5 million and FFO Per Share(4) growth of 14.1% to $0.73 for the quarter ended June 30, 2021
  • Adjusted EBITDA(4) growth of 14.1% to $272.5 million for the quarter ended June 30, 2021
  • Earnings per diluted share of $0.18 for the quarter ended June 30, 2021, includes a $56.1 million non-cash charge, or $0.21 per diluted share, related to loss on debt extinguishment
  • Adjusted diluted EPS(4) of $0.39 for the quarter ended June 30, 2021, excluding this non-cash charge, representing growth of 50%

Esta subiendo un 5% postmarket.


Bing Chen, President and CEO of Atlas, commented, "Our strong second quarter performance was at the high end of our expected range, enabling us to raise financial guidance for 2021. Increasing our financial guidance reflects both our strong first half performance and the confidence we have in delivering continued high-performance over the long-term. With Seaspan's industry record of newbuilds and significant forward fixing of our operating fleet, we're pleased to provide one-time long-term financial guidance to assist investors understanding of how our business model benefits from the current market and the cumulative impact on our financial performance. This disclosure also demonstrates our confidence to execute consistently and achieve quality growth through all market cycles."
Y no solamente eso, para mi una de las cosas más importantes es el guidance que han dado hasta 2024, con una subida del beneficio neto del 58%, teniendo prácticamente todos los barcos contratados durante ese período, por lo que las cifras son muy estables. Creo que es una llamada muy fuerte a inversores institucionales.

Captura de pantalla 2021-08-10 a las 1.01.41.png
 
BDI sigue en zona de máximos de 11 años


Y New Contex sube un 3,6% en 5 días

 
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