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    Peter Hogan

    Research Analyst at Pareto Securities

    Peter Hogan is an Equity Research Analyst at Pareto Securities, specializing in coverage of the shipping and maritime sectors with a focus on companies such as Golden Ocean Group. He has participated in earnings call discussions, providing analysis and commentary on industry trends, though detailed quantitative performance metrics or third-party analyst rankings are not publicly available. Hogan began his research analyst career prior to joining Pareto Securities, but specific information about his previous employment and the exact start date at his current firm is not disclosed. Public records do not indicate professional credentials such as securities licenses or FINRA registration.

    Peter Hogan's questions to Golden Ocean Group (GOGL) leadership

    Peter Hogan's questions to Golden Ocean Group (GOGL) leadership • Q1 2025

    Question

    Peter Hogan inquired about the timeline for the contemplated merger with CMB Tech and the market's pricing discount to the agreed exchange ratio. He also asked about near-term market catalysts prior to the Simandou project and the disconnect between strong asset prices and current freight rates.

    Answer

    CEO and CFO Peder Carl Simonsen stated that it is difficult to be more specific on the merger timeline. Regarding the share price discount, he suggested it could relate to stock liquidity. Simonsen noted recent market sentiment was impacted by temporary disruptions in Guinea and Peru but remains positive for the second half, with volumes expected to pick up seasonally. He affirmed that strong asset values are supported by long-term fundamentals like the Simandou project, a constrained order book, and limited shipyard capacity, which he expects will eventually support the freight market.

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