Re: Cobas AM: Nueva Gestora de Francisco García Paramés
Tgp se acerca a zona de resistencia. A ver que hacemos esta semana si rimpe al alza si vuelve a caer a los 14 o si se mantiene
#118811
Re: Cobas AM: Nueva Gestora de Francisco García Paramés
Estoy como tú. Estoy por meterle el último tiro y rezar un padre nuestro por no liarla....Porque estoe sperando la corrección se va a160. No obstante, no me gusta seguir los precios como un perro buscando un trozo de carne. Resistiré y tendré paciencia, voy a invitar a Platón a que me recuerde eso de la templanza y mirar imeprturbable.
#118812
Re: Cobas AM: Nueva Gestora de Francisco García Paramés
En Babcock entré a 210 GBX y estaba pensando en aumentar pero no baja.
Interesante que la veas muy barata a 290... ¿qué rango de precios esperas en 5 años? (sabiendo que nadie tenemos un oráculo, claro)
A ver qué tal nos va
#118813
Re: Cobas AM: Nueva Gestora de Francisco García Paramés
Seeking alpha on TGP:
Teekay LNG Partners: Solid Quarter With A Dividend Raise
Teekay LNG Partners posted $152.802 million in Q1 revenues and an $87.591 million net income or $0.92 per diluted share.
Total adjusted EBITDA was $184.287 million in the first quarter of 2021 compared to $188.388 in the first quarter of 2020.
TPG announced a 15% increase of the cash distribution to $0.2875 per common unit for the quarter ended March 31, 2021.
I recommend accumulating the stock with a long-time horizon of about five to ten years.
Photo by nikkytok/iStock via Getty Images
Investment Thesis
The Bermuda-based Teekay LNG Partners LP (NYSE:TGP) released its first-quarter results on May 13, 2021.
Another good quarter for this company, as we will see later in this article, with a 15% increase of the cash distribution to $0.2875 per common unit for the quarter ended March 31, 2021.
It represents a 15% increase over the previous quarter’s distribution. This translates to $1.15 per common unit on an annualized basis or a yield of 7.6%.
The investment thesis remains the same for TGP since my preceding article. The LNG sector is growing and will support the company for decades.
In its latest annual LNG Outlook, Shell said that Global LNG trade increased to 360M tonnes in 2020 despite the unprecedented volatility caused by the COVID-19 pandemic. The report also forecasts that global LNG demand is expected to reach 700M tonnes by 2040. Nearly half of gas demand growth in the next 20 years is anticipated to be coming from Asia.
Global LNG demand is expected to reach 700 million tonnes by 2040, according to forecasts, as demand for natural gas continues to grow strongly in Asia and gains further traction in powering hard-to-electrify sectors. As a result, more supply investment will be needed to avoid the estimated supply demand gap in the middle of the current decade.
Thus, I recommend accumulating the stock with a long time horizon of about five to ten years.
However, it is crucial to trade short term about 30% of your overall position to take advantage of the volatility. Using technical analysis helps.
Fleet Status presentation
Teekay LNG's fleet presents a strong profile:
Visibility: 98% of the fleet is on a fixed rate for 2021 and 89% for 2022, with average total fleet age of 9 years.
Reliability: The company transports 9% of the World's seaborne LNG. The LNG is a growing business playing a key role in the decarbonization actual uptrend.
Strength: Generates $8.8 billion of forward-fees-based revenue and $6.3 billion total forward-adjusted EBITDA.
The first quarter of 2021 was another solid quarter for us, generating adjusted net income of $60.5 million, or $0.61 per unit, slightly higher than last quarter’s results and higher than the same quarter 1 year ago. In March and April, we secured charters for 3 of our LNG carriers as we will detail on the next two slides. Overall, we are now 98% fixed for the remainder of 2021 and 89% fixed for 2022.
#118814
Re: Cobas AM: Nueva Gestora de Francisco García Paramés
día 14/Mayo: VL Selección= 84.83 VL Internacional= 80.81
día 10/Mayo (máximos de la nueva ERA): VL Selección= 85.10 VL Internacional= 81.01
día 17/Mayo: ¡OJO! a falta que cierre Nueva York, actualmente hay claramente nuevo máximo: VL estimado Selección= 85.50 VL estimado Internacional= 81.50
Un saludo.
#118816
Re: Cobas AM: Nueva Gestora de Francisco García Paramés
Uk me tira mucho, a medio largo va a tirar bastante mejor que la vieja europa.
