Value Investor's Edge Live #17: Virtual Investor Forum on COVID-19 and Oil Price War, With Euronav's CEO
The Razor’s Edge - Podcast autorstwa Shortman Studios
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J Mintzmyer speaks with Euronav Hugo de Stoop as part of Value Investor's Edge's COVID 19 / Oil Price War Forum. While shipping is in turmoil, oil tankers like Euronav are very nicely positioned. The two discuss the outlook for the months ahead. Topics Covered 2:15 minute mark - How is COVID-19 impacting the crude tanker markets and EURN? 4:45 -How has the oil price war shifted the market- How is EURN positioned? 8:00 - Is this market surge different than last fall with COSCO? 13:00 - Only a few fixtures so far this week, more expected soon? 14:00 - IMO 2020 update, any shift in strategy? 19:45 - Any plans to load up more VLSFO to hedge lower fuel costs? 23:00 -The other ULCC on a new storage contract? Other storage requests? 27:30 - How do the recent resales fit into your fleet and IMO strategy? 31:00 - Any near-term supply risks or overhang on orders? 36:00 - Has your capital allocation strategy shifted at all this year? 40:30 - How to differentiate between vessel acquisitions and repurchases? 43:30 - Clarification on lock-out timing- delay to 1 Apr? Annual meeting vote? 50:30 - Any shift to your views on leverage? Still ample capacity?
