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    Dalton Willett

    Research Analyst at Charmos Capital Partners

    Dalton Willett is an Analyst at Charmos Capital Partners, focusing on investment research and analysis across multiple sectors within the firm. He is involved in coverage of public and private companies, contributing to diligence and portfolio management processes, though specific names and quantitative performance metrics are not publicly documented. Willett began his professional career with Charmos Capital Partners, with no prior external firm affiliations explicitly listed, and continues to build expertise in investment evaluation and financial modeling. While his professional credentials and securities licensing details are not disclosed, Willett plays an integral role in supporting the capital allocation and research activities of the Charmos team.

    Dalton Willett's questions to Navigator Holdings (NVGS) leadership

    Dalton Willett's questions to Navigator Holdings (NVGS) leadership • Q2 2025

    Question

    Dalton Willett of Charmos Capital Partners asked how the company manages the investment risk for its newbuilds given potential changes to IMO carbon regulations. He also questioned the timing and strategic rationale for the recent balance sheet restructuring and refinancing.

    Answer

    CEO Mads Peter Zacho addressed the newbuild risk, highlighting that the ethane carriers will use cost-competitive ethane fuel, while the dual-fuel ammonia carriers offer flexibility and have a five-year charter securing their return. CFO Gary Chapman and CEO Mads Peter Zacho explained that the balance sheet actions were timed to take advantage of strong market liquidity to lower debt costs, extend maturities, and provide flexibility for new projects, consistent with their ongoing capital return strategy.

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