Cobas AM: Nueva Gestora de Francisco García Paramés

Para quien pueda estar interesado, entrevista con el CEO de Energy Fuels:  https://youtu.be/soBp3xkWo8A

La verdad es que este podcast/canal es bastante recomendable, muchas entrevistas y buenas preguntas y actualizaciones constantes, para los interesados en mmpp.

Han colgado las diapositivas con los resultados de TGP, del Q2, no me ha dado tiempo a mirar nada:

https://www.teekay.com/investors/teekay-lng-partners-l-p/financials-presentations/

Me parece que vas a tener que revisarte esos conceptos un poco. Comparar un retail con una ingeniería... lo que hay que leer.

Teekay LNG EPS beats by $0.03, misses on revenue

Teekay LNG (NYSE: TGP): Q2 Non-GAAP EPS of $0.35 beats by $0.03; GAAP EPS of $0.12.

Revenue of $153.06M (+25.1% Y/Y) misses by $2.64M.

Press Release

Highlights

• GAAP net income attributable to the partners and preferred unitholders of $16.4 million and GAAP net income per common unit of $0.12.
• Adjusted net income(1) attributable to the partners and preferred unitholders of $34.4 million and adjusted net income per common unit of $0.35 (excluding items listed in Appendix A to this release).
• Total Adjusted EBITDA(1) of $162.1 million.
• Took delivery of the third, 50 percent-owned ARC7 LNG carrier newbuilding, which immediately commenced its 27-year charter contract servicing the Yamal LNG project, and expect the fourth vessel to deliver mid-August 2019.
• 2019 results expected to be within earnings and Adjusted EBITDA(1)guidance ranges

Teekay reports Q2 results

Teekay (NYSE: TK): Q2 Non-GAAP EPS of -$0.13; GAAP EPS of -$0.39.

Revenue of $457.67M (+12.8% Y/Y)

Press Release

Highlights

• GAAP net loss attributable to shareholders of Teekay of $39.5 million, or $0.39 per share, and adjusted net loss attributable to shareholders of Teekay(1) of $13.4 million, or $0.13 per share (excluding items listed in Appendix A to this release).
• Total Adjusted EBITDA(1) of $196.6 million.
• In May 2019, refinanced Teekay's $498 million 2020 bond maturity with a new $250 million private offering of 9.25% senior secured notes maturing in November 2022, proceeds from the sale of remaining interests in Teekay Offshore, and existing liquidity.
• In May 2019, entered into a contract extension for the Banff FPSO unit out to August 2020.
• In June 2019, Teekay LNG ( TGP) took delivery of its third, 50 percent-owned ARC7 LNG carrier newbuilding which immediately commenced its 27-year charter contract servicing the Yamal LNG project, and expects the fourth vessel to deliver mid-August 2019.

4M$ han recomprado, y JM hablando de recompras masivas...

Por lo que dicen en la nota unos 17M Desde la autorización a unos 11,86$ de media. No han debido comprar mucho este trimestre, no la he terminado de leer, han dicho 4M? Podría ser peor! Aunque si no han comprado ya difícil será que lo hagan.

Al menos el DCF sigue aumentando... A ver que anuncian en el Investors day.

Con entre 1,85 y 2,20$ ingreso neto por acción para este año, francamente depende de lo que quieran hacer, la pasta ya la tienen.