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    Clement Mollins

    Research Analyst at Value Investor's Edge

    Clement Mollins is an Analyst at Value Investor's Edge, specializing in shipping and logistics equities, with coverage focused on companies such as Pangaea Logistics Solutions and Costamare. He is recognized for delivering in-depth, actionable research in the maritime sector, contributing to a platform that has achieved outstanding results, with a 43.2% annualized return from 2016 to 2023. Mollins began covering listed shipping firms at Value Investor's Edge in the early 2020s, participating in multiple earnings calls and providing strategic insights to institutional and retail investors. Although professional securities licenses or FINRA registration are not publicly listed for Mollins, his research has been cited across leading industry sources for its quality and accuracy.

    Clement Mollins's questions to TORM (TRMD) leadership

    Clement Mollins's questions to TORM (TRMD) leadership • Q2 2025

    Question

    Clement Mollins from Value Investor's Edge followed up on the cash breakeven discussion, asking about the margin difference between the sale-and-leasebacks being repurchased and the new financing facilities. He also requested the specific selling price for the two recently divested 2008-built vessels.

    Answer

    CFO Kim Balle advised looking at the company's 20-F filing for details on leasing arrangements but confirmed the new financing rates are 'significantly lower' than the current syndicated facilities. Management declined to disclose the selling price for the divested vessels, citing a confidentiality agreement with the buyer.

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    Clement Mollins's questions to TORM (TRMD) leadership • Q2 2024

    Question

    Clement Mollins of Value Investor's Edge inquired about the outlook for Chinese gasoline and diesel demand, asking when it might plateau due to the increasing adoption of EVs and LNG-powered vehicles. He also questioned the capacity of China's infrastructure to support this transition.

    Answer

    Executive Jacob Meldgaard responded that TORM is more focused on the impact on international trade flows than on China's internal energy consumption. He stated that from a product tanker perspective, the shift to EVs and LNG is not currently viewed as a negative driver for the market, as refinery import/export balances remain the key factor.

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