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    Kristoffer Skeie

    Research Analyst at Arctic Securities

    Kristoffer Barth Skeie is an Equity Research Analyst at Arctic Securities, specializing in coverage of the shipping, energy, and transportation sectors with analytical focus on publicly listed companies such as Navigator Holdings, Himalaya Shipping, Hafnia Limited, Star Bulk Carriers, Cool Company Ltd, International Seaways Inc., and Odfjell. Since joining Arctic Securities in 2021, he has issued actionable research reports featuring recommendations with notable recent 'buy' calls that have produced material upside targets. Skeie previously held associate positions before advancing to his current role and is recognized as a primary point of contact for investor and corporate analysis across his coverage universe. He holds a strong analytical background and maintains professional standing with regulatory credentials required for equity research in the Nordic markets.

    Kristoffer Skeie's questions to Hafnia (HAFN) leadership

    Kristoffer Skeie's questions to Hafnia (HAFN) leadership • Q1 2025

    Question

    Kristoffer Skeie from Arctic Securities inquired about the anticipated market impact from the recent OPEC+ decision to increase output on product tanker loadings and also asked for the current earnings levels for Handy-size tankers.

    Answer

    Søren Winther, VP of Commercial, stated that the OPEC+ production increase is fundamentally positive. He explained it supports crude tanker rates, reducing their cannibalization of the product tanker fleet, and also leads to higher refinery activity and trade volumes. He noted this strengthens the structural outlook for the remainder of the year. He also specified that Handy-size vessels are currently earning in the low $20,000s per day, similar to MRs.

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

    Kristoffer Skeie's questions to Seanergy Maritime Holdings (SHIP) leadership • Q2 2024

    Question

    Kristoffer Skeie inquired about the new dividend policy, asking for color on the balance between dividends and share buybacks given the stock's discount to intrinsic value. He also asked for the company's short-term rate expectations and long-term view on the Simandou iron ore project's impact on ton-mile demand.

    Answer

    Executive Stamatios Tsantanis explained that dividends are the preferred method for capital return due to daily trading volume limits on buybacks, stating the Q2 dividend is a good guide for the future. He expressed conservative optimism for the market, citing strong fundamentals like miner export guidance and low inventories, and noted that the underlying market dynamics have not changed despite negative sentiment.

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    Kristoffer Skeie's questions to EUROSEAS (ESEA) leadership

    Kristoffer Skeie's questions to EUROSEAS (ESEA) leadership • Q1 2024

    Question

    Inquired about current charter discussions for open vessels, interest from liners in forward fixing, potential for further vessel divestments, and the typical useful life of their vessels.

    Answer

    The company has few vessels opening up soon. The charter market is firming up, with rates for a 2,800 TEU ship increasing from $20,000/day to $25,000/day in about a month. Liners are interested in fixing ships for the near term but not for openings six months out. The company is considering options for its older vessels (selling or rechartering) as their current charters expire. Technically, vessels can operate until their 25th year, making the decision to keep or sell a commercial one based on market rates.

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    Kristoffer Skeie's questions to EUROSEAS (ESEA) leadership • Q1 2024

    Question

    Kristoffer Skeie from Arctic Securities asked for an update on chartering discussions for open vessel days, including liner interest in forward fixing and recent changes in charter durations. He also inquired about the company's strategy for its older vessels, including potential divestments and their expected useful life.

    Answer

    Executive Aristides Pittas noted that the charter market is firming up, with rates for similar vessels increasing recently and available charter periods lengthening. He explained that liners are focused on near-term openings rather than those six months out. Regarding older vessels, Mr. Pittas stated that management is considering all options, including reselling or rechartering, as it's a commercial decision, not a technical one, given the ships can operate until their 25th year.

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