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    Lars Eide

    Research Analyst at Arctic Securities

    Lars Moen Eide is an Equity Research Analyst at Arctic Securities, specializing in maritime shipping and industrial sectors with a focus on listed Nordic and international companies. He covers firms such as Euroseas Ltd, Seanergy Maritime, Archer Ltd, CMB.TECH, Navigator Holdings Ltd, and Hafnia Limited, and has issued successful BUY recommendations—such as forecasting price targets for companies like CMB.TECH and Hafnia Limited. Eide joined Arctic Securities prior to 2024 and regularly appears in earnings calls for leading maritime names; earlier in his career, he worked in roles focused on finance and research. He holds advanced professional credentials relevant to equity analysis and investment banking, though specific license details are unverified.

    Lars Eide's questions to Seanergy Maritime Holdings (SHIP) leadership

    Lars Eide's questions to Seanergy Maritime Holdings (SHIP) leadership • Q4 2024

    Question

    Lars Eide asked which geopolitical and economic developments, such as China's GDP targets or potential US policy changes, the company is monitoring most closely and expects to have the biggest impact.

    Answer

    Executive Stamatios Tsantanis responded that the company's primary focus is on the fundamentals of supply and demand. He emphasized that demand for raw materials has remained very strong, and the recent market weakness was driven by an effective supply increase from smaller vessels, not a drop in demand. He views a full-blown trade war as a low probability but believes the inertia of global GDP growth will support strong demand for raw materials going forward.

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    Lars Eide's questions to Seanergy Maritime Holdings (SHIP) leadership • Q4 2024

    Question

    Lars Eide from Arctic Securities questioned which geopolitical and economic developments, such as China's GDP targets or potential U.S. policy shifts, Seanergy is monitoring most closely and their expected market impact.

    Answer

    Executive Stamatios Tsantanis responded that the company sees continued strong demand for raw materials, which is the primary fundamental driver, even with events like China's real estate issues. He emphasized that market fluctuations are more often driven by effective vessel supply, as seen with the Kamsarmax impact, rather than demand problems. While a global trade war is considered a low probability, he noted it would affect all shipping segments, but believes the inertia of global GDP growth will sustain demand.

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    Lars Eide's questions to Seanergy Maritime Holdings (SHIP) leadership • Q3 2024

    Question

    Lars Eide of Arctic Securities asked for clarification on recent reports of potential bauxite export disruptions from Guinea and their potential market impact.

    Answer

    Executive Stamatios Tsantanis acknowledged hearing unsubstantiated rumors about disruptions in West Africa but stated he does not anticipate any long-term effects on that front, expecting the situation to return to normality soon.

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