NMM acción americana con muchísimo potencial

Alguien me explica que porras ha pasado hoy?

Los caracoles necesitan transporte!
 
Habéis visto hoy el "Oil Tanker Webinar" de Cleaves?

Joakim, super bullish en Tankers, estima que los fletamentos VLCC van a mejorar sustancialmente a partir de octubre con tarifas rondando los 45000$. La parte fuerte del ciclo arranca a partir Q3-Q4/2022 con la demanda alcanzando los niveles 2019 y tarifas VLCC TCE 60000$/día.

La naviera con mayor potencial de subida resultaría ser TNK (no es un typo, repito TNK) con un TP 27$, seguida de OET, DHT y Euronav.

Probablemente será la última intervención de Joakim como analista de Cleaves, en pocas fechas se integrará como CEO en un hedge fund especializado en petróleo.
 
Me decís que es el form effect de Eglé y por que se ha apiolado en el post ?
 
Buenas:

Aunque la cosa varia continuamente, ¿Podriais hacer un update de los precios objetivo según los diferentes analistasde de las principales del Shipping?
Gracias
 
Otra carta de hamor del activista Ned a nuestra charo favorita...

Le viene a decir que se ponga a vender barcos con descuento del 50% por ser de NMM, a precios 100% de mercado.

Me parece una magnífica idea, pero ya sabéis qué va a responder Angeliki: "jijiji, yo sólo soy una charo"
 
Alguien sabe algo de lo de Egle? Es que si entiendo que es un ownership del 5% no entiendo por qué la acción bajó justo ese 5%
 
Lain Coubert dijo:
Otra carta de hamor del activista Ned a nuestra charo favorita...

Le viene a decir que se ponga a vender barcos con descuento del 50% por ser de NMM, a precios 100% de mercado.

Me parece una magnífica idea, pero ya sabéis qué va a responder Angeliki: "jijiji, yo sólo soy una charo"
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Esto es bueno para los accionistas, parece que el activista va a ir hasta el final.
 
NEW YORK--(BUSINESS WIRE)--MRMP-Managers LLC (“MRMP”), announced today that it has sent a ***ow-up letter to the Board of Directors of Navios Maritime Partners LP (the “Company” or “NMM”) (NYSE: NMM) ***owing the announcement by the Company of certain transactions.

Ned Sherwood, MRMP’s investment manager, noted that: “although MRMP has not sold any NMM limited partnership interests, we have amended our 13D beneficial ownership report ***owing the dilutive issuance of 6,400,873 limited partnership interests in the Company’s ongoing ATM securities offering over the past several months. This new issuance has reduced our holdings from approximately 5.8% to 4.4% of the Company’s outstanding limited partnership interests.”

MRMP has attached a copy of its second letter to the Company as an exhibit to the 13D amendment filed today. This letter details MRMP’s views regarding the Company’s recent transactions and reiterates several suggestions set forth in the initial letter, along with an additional proposal that MRMP believes would significantly reduce the current discount to net asset value at which NMM trades: the merger of Angeliki Frangou’s private ship management company into NMM.

Mr. Sherwood noted that: “In addition to being the CEO of NMM, Angeliki privately owns a ship management entity that collects commissions on ship purchases and sales and also earns management fees for operating the ships. Her incentives are therefore to grow the fleet by buying more ships. As an LP in NMM, we are wondering why any rational business person would buy individual ships when they are immediately valued at approximately 50 percent of cost at the NMM LP unit price. It would certainly seem that when a private entity earns income by growing the fleet and a related public entity trades 100 percent dollars for ships valued at 50 percent of its market price, a conflict of interest can easily arise.”

Mr. Sherwood went on to state “We would propose that Angeliki Frangou merge her private entity with NMM at an appropriate valuation, so that all LP and GP investors’ incentives are better aligned and we can all row in the same direction. In my opinion, such action would immediately cause an upward revaluation of NMM assets and interest price.”

All limited partnership interest holders in NMM are encouraged to read MRMP’s latest 13D amendment in full. Any questions or comments may be directed to Mr. Sherwood. Limited partnership interest holders are also welcome to copy Angeliki Frangou on such correspondence. To date no one from the Company, including Angeliki Frangou, has responded to MRMP’s initial letter, and the Company appears to be ignoring the many value-add suggestions and recommendations of its LP holders
 
bertok dijo:
NEW YORK--(BUSINESS WIRE)--MRMP-Managers LLC (“MRMP”), announced today that it has sent a ***ow-up letter to the Board of Directors of Navios Maritime Partners LP (the “Company” or “NMM”) (NYSE: NMM) ***owing the announcement by the Company of certain transactions.

Ned Sherwood, MRMP’s investment manager, noted that: “although MRMP has not sold any NMM limited partnership interests, we have amended our 13D beneficial ownership report ***owing the dilutive issuance of 6,400,873 limited partnership interests in the Company’s ongoing ATM securities offering over the past several months. This new issuance has reduced our holdings from approximately 5.8% to 4.4% of the Company’s outstanding limited partnership interests.”

MRMP has attached a copy of its second letter to the Company as an exhibit to the 13D amendment filed today. This letter details MRMP’s views regarding the Company’s recent transactions and reiterates several suggestions set forth in the initial letter, along with an additional proposal that MRMP believes would significantly reduce the current discount to net asset value at which NMM trades: the merger of Angeliki Frangou’s private ship management company into NMM.

Mr. Sherwood noted that: “In addition to being the CEO of NMM, Angeliki privately owns a ship management entity that collects commissions on ship purchases and sales and also earns management fees for operating the ships. Her incentives are therefore to grow the fleet by buying more ships. As an LP in NMM, we are wondering why any rational business person would buy individual ships when they are immediately valued at approximately 50 percent of cost at the NMM LP unit price. It would certainly seem that when a private entity earns income by growing the fleet and a related public entity trades 100 percent dollars for ships valued at 50 percent of its market price, a conflict of interest can easily arise.”

Mr. Sherwood went on to state “We would propose that Angeliki Frangou merge her private entity with NMM at an appropriate valuation, so that all LP and GP investors’ incentives are better aligned and we can all row in the same direction. In my opinion, such action would immediately cause an upward revaluation of NMM assets and interest price.”

All limited partnership interest holders in NMM are encouraged to read MRMP’s latest 13D amendment in full. Any questions or comments may be directed to Mr. Sherwood. Limited partnership interest holders are also welcome to copy Angeliki Frangou on such correspondence. To date no one from the Company, including Angeliki Frangou, has responded to MRMP’s initial letter, and the Company appears to be ignoring the many value-add suggestions and recommendations of its LP holders
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Respuesta de AF: Estimado Ned....
meparto:meparto:meparto:meparto:meparto:meparto:
 
Hastur dijo:
Le piden que venda su empresa de gestión de barcos a NMM para alinear intereses.....
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También, también. Además de esto otro:

Hopefully, Angeliki will give serious consideration to the suggestions and proposals enumerated in our letters and 13D filings and give some deference to the LPs in a show of some respect. We reiterate these suggestions below.



1)NMM should cease all ATM LP equity issuance at values less than 85% of a reasonable estimate of fleet value. In fact, NMM should explore LP share buybacks in order to take advantage of the current discounted price.
2)If NMM continues to trade at approximately 50% or less of market value, the GP should endeavor to sell ships from their fleet to realize proceeds closer to the 100% of market value and pay down debt, buyback LP interests or distribute proceeds to LP holders.
3)In our opinion, the current debt level at NMM is reasonable (if not below the norm) versus comparable companies, therefore, NMM’s GP and management should set a distribution percentage of no less than 75% of estimated annual free cash flow. MLP’s are supposed to distribute the bulk of their free cash flow to LP holders, and Angeliki’s erratic policies and reluctance to distribute cash lead to uncertainty and discounted equity valuations.

Angeliki se lo va a pasar por el forro, pero yo veo correcto que le destapen sus mandangas.
 
bertok dijo:
NEW YORK--(BUSINESS WIRE)--MRMP-Managers LLC (“MRMP”), announced today that it has sent a ***ow-up letter to the Board of Directors of Navios Maritime Partners LP (the “Company” or “NMM”) (NYSE: NMM) ***owing the announcement by the Company of certain transactions.

Ned Sherwood, MRMP’s investment manager, noted that: “although MRMP has not sold any NMM limited partnership interests, we have amended our 13D beneficial ownership report ***owing the dilutive issuance of 6,400,873 limited partnership interests in the Company’s ongoing ATM securities offering over the past several months. This new issuance has reduced our holdings from approximately 5.8% to 4.4% of the Company’s outstanding limited partnership interests.”

MRMP has attached a copy of its second letter to the Company as an exhibit to the 13D amendment filed today. This letter details MRMP’s views regarding the Company’s recent transactions and reiterates several suggestions set forth in the initial letter, along with an additional proposal that MRMP believes would significantly reduce the current discount to net asset value at which NMM trades: the merger of Angeliki Frangou’s private ship management company into NMM.

Mr. Sherwood noted that: “In addition to being the CEO of NMM, Angeliki privately owns a ship management entity that collects commissions on ship purchases and sales and also earns management fees for operating the ships. Her incentives are therefore to grow the fleet by buying more ships. As an LP in NMM, we are wondering why any rational business person would buy individual ships when they are immediately valued at approximately 50 percent of cost at the NMM LP unit price. It would certainly seem that when a private entity earns income by growing the fleet and a related public entity trades 100 percent dollars for ships valued at 50 percent of its market price, a conflict of interest can easily arise.”

Mr. Sherwood went on to state “We would propose that Angeliki Frangou merge her private entity with NMM at an appropriate valuation, so that all LP and GP investors’ incentives are better aligned and we can all row in the same direction. In my opinion, such action would immediately cause an upward revaluation of NMM assets and interest price.”

All limited partnership interest holders in NMM are encouraged to read MRMP’s latest 13D amendment in full. Any questions or comments may be directed to Mr. Sherwood. Limited partnership interest holders are also welcome to copy Angeliki Frangou on such correspondence. To date no one from the Company, including Angeliki Frangou, has responded to MRMP’s initial letter, and the Company appears to be ignoring the many value-add suggestions and recommendations of its LP holders
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Querido Ned, tú y yo sabemos que a tí mi compañía te la sopla a, largo plazo, que lo que buscas es forrarte y que cuando vayan mal dadas allá por el 2023, como en cualquier sector cíclico, serás el primero, al igual que las ardillas, en abandonar el barco.
Así que muchas gracias por los consejos, pero son mis barcos y mi compañía.

Atentamente,
Angelika
 
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