Tanker markets and why International Seaways is almost as cheap as it's ever been

Update: 2024-09-11

Description

J Mintzmyer talks to International Seaways' CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40 ) Will Red Sea disruptions have a big impact? (7:00 ) Libya, oil export disruptions and Russian sanctions (11:40 ). Risks and concerns about the tanker market (14:40 ). Positive orderbook, peaking global oil demand and large LR2 product orderbook (20:30 ). Fleet profile management, vessel renewals (25:00 ). Remarkable balance sheet improvement (29:20 ). Dividend payout policy strategizing, answering investors' frustrations (31:30 ). 30%+ discount - appetite for share repurchases? (37:45 )

This is an excerpt from a recent Value Investor's Edge Live episode.

Episode transcripts

Show Notes:
J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments
OPEC again cuts global oil demand growth forecast
J Mintzmyer's Note Of Caution On Shipping

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Tanker markets and why International Seaways is almost as cheap as it's ever been

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Tanker markets and why International Seaways is almost as cheap as it's ever been

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Tanker markets and why International Seaways is almost as cheap as it's ever been