SFL misses - CC notes (not much) | AMNB Message Board Posts

American National Bankshares Inc.

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Msg  24021 of 27946  at  2/18/2020 1:25:54 PM  by


The following message was updated on 2/18/2020 1:55:42 PM.

 In response to msg 24002 by  crashcardigan
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Re: SFL misses - CC notes (not much)

 I haven't listened to the SFL call yet, but it looks like an average quarter for SFL.  Bought more to trade prior to the x/d date (March 10).
Based on the slides I see: 
No deterioration of Q4 revenue sources.
Selling older vessels and a couple of new vessels to be delivered. They are experts at fleet renewal.
Modest increase in charter backlog.
Fair amount of profit sharing revenue.  This will be mostly gone next quarter.
Profit from tankers int he spot market shows up in the ratio of EBITDA to revenue.
Offshore revenue from drill rigs lease to SeaDrill was steady.
Cash building.  It will be interesting to see what they do with it.

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