Mark Rickman's questions to EuroDry (EDRY) leadership • Q2 2025
Question
Asked about the recent strength in the Baltic Dry Index, the rate level at which the company would lock in charters, the company's liquidity and debt repayment plans, and the reason for a sequential decline in voyage expenses.
Answer
Management attributed recent rate strength to pre-tariff stockpiling and Houthi attacks, but noted future uncertainty. They would consider locking in charters around $15,000/day. Liquidity is described as tight but manageable through vessel refinancing and pre-delivery financing for newbuilds. The fluctuation in voyage expenses is due to the mix of charter types, with voyage charters reflecting these costs differently than time charters.