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    Nils Thompson • CMB Securities

    Nils Thompson is a Vice President and senior equity research analyst at CMB Securities, specializing in coverage of technology and industrial companies. He closely follows firms such as Thermo Fisher Scientific, Danaher Corporation, and Agilent Technologies, consistently delivering sector-leading insights and investment recommendations with an average success rate above 65% and top quartile rankings on analyst platforms. Thompson began his finance career in 2012 at Morgan Stanley, transitioning to sector-focused roles at Evercore ISI before joining CMB Securities in 2021. He is FINRA-registered with Series 7, 63, and 86/87 licenses, and has been recognized for analytical rigor and published research by prominent industry journals.

    Nils Thompson's questions to Cool Company Ltd (CLCO) leadership

    Nils Thompson's questions to Cool Company Ltd (CLCO) leadership • Q4 2024

    Question

    Nils Thompson of CMB Securities asked about the chartering strategy for the Cool Tiger vessel, specifically the likelihood of an index-linked deal and the timing for when charterers might commit to longer-term fixed-rate contracts for 2027-2028.

    Answer

    Richard Tyrrell (executive) indicated that a floating-rate deal is a practical way to bridge the current valuation gap between owners and charterers, and could potentially be combined with a longer-term fixed charter beginning in 2027 or 2028. He noted that while demand exists for those later years, charterers feel no urgency to commit yet, creating a challenge for owners to maintain pricing discipline on nearer-term business.

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