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    Kristoffer Barth Skeie • Arctic Securities

    Kristoffer Barth Skeie is an Equity Research Analyst at Arctic Securities, specializing in maritime and shipping sectors with a primary focus on listed companies such as CMB.TECH, International Seaways, Hafnia, and Torm. Since joining Arctic Securities in 2021, Skeie has been recognized for his detailed market coverage and forecasts, including rate projections for Capesize bulkers and buy recommendations on tanker equities during sector surges. His analyst coverage and industry commentary appear regularly in sector publications, and he previously worked as an Associate prior to advancing to his current role. Skeie holds professional credentials necessary for analyst roles in Norway, and his research is used by both institutional and corporate clients for strategic investment decisions.

    Kristoffer Barth Skeie's questions to Seanergy Maritime Holdings Corp (SHIP) leadership

    Kristoffer Barth Skeie's questions to Seanergy Maritime Holdings Corp (SHIP) leadership • Q1 2024

    Question

    Kristoffer Barth Skeie questioned the company's capital distribution policy, asking how it weighs dividends against share buybacks given the stock's discount to NAV. He also asked about the cash impact of recent refinancing and the key market drivers expected for Q3 and Q4.

    Answer

    Executive Stamatios Tsantanis stated that as the company gains more certainty on its cash flow, its appetite to increase shareholder dividends grows. CFO Stavros Gyftakis added that recent refinancing activities will nullify the equity needed for one vessel acquisition and minimize it for another, preserving cash. For the market outlook, Tsantanis pointed to favorable demand-supply fundamentals and geopolitical factors like the Red Sea closure as key drivers, though he cautioned that aberrations in supply could still cause volatility.

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