Dynagas LNG Partners LP(DLNG)
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Dynagas LNG Partners LP(DLNG) - 2024 Q2 - Earnings Call Transcript
2024-09-10 23:29
财务数据和关键指标变化 - 公司在第二季度实现净利润1,070万美元,每股收益0.20美元,调整后净利润1,240万美元,调整后每股收益0.25美元 [5][8] - 公司第二季度调整后EBITDA为2,860万美元,较上一季度略有下降 [9] - 公司平均每天租金收入为67,300美元,较上一季度略有下降 [7] - 公司平均每天现金成本为44,881美元,较租金收入有22,450美元的盈余 [9] 各条业务线数据和关键指标变化 - 公司全部6艘LNG船舶在第二季度均保持100%的利用率 [5][7] 各个市场数据和关键指标变化 - 无相关内容 公司战略和发展方向及行业竞争 - 公司的商业策略是与知名天然气公司签订长期租约,以确保稳定的收入来源 [15] - 公司目前的租约安排使得在2028年之前没有任何船舶可供合同到期 [15] - 行业新船订单量约占现有船队的50%,大部分将在2028年之前交付,但公司无合同到期风险至2028年 [16] - 公司认为长期来看LNG需求将保持强劲,受益于其相对传统化石燃料更低的排放、电力需求上升、天然气发电效率高等因素 [17] 管理层对经营环境和未来前景的评论 - 公司已大幅降低债务水平,净债务/EBITDA从2019年末的6.6倍降至2.9倍,财务灵活性大幅提升 [18] - 公司未来12个月内的债务偿还预计为4,400万美元,较之前的信贷协议有所降低 [11] - 随着利率掉期合约在2024年9月到期,公司未来利息成本将有所上升,但长期来看有望从较低利率中获益 [12] 其他重要信息 - 公司已完成4艘LNG船舶的34.49亿美元融资,提前偿还了4.086亿美元的旧贷款 [6][10] - 公司现有6艘LNG船舶的平均剩余租约期限约为6.4年,合同总金额约为10.4亿美元 [14][15] 问答环节重要的提问和回答 无相关内容
Dynagas LNG Partners LP(DLNG) - 2024 Q2 - Earnings Call Presentation
2024-09-10 22:05
త్ర DYNAGAS LNG Partners LP Q2 2024 Financial Results Presentation 10 September, 2024 Forward Looking Statements and Disclaimer This presentation contains certain statements that may be deemed to be "forward-looking statements" within the meaning of applicable federal securities laws. All statements included in this presentation which are not historical or current facts (including our financial forecast and any other statements concerning plans and objectives of management for future operations, cash flows, ...
Dynagas LNG Partners LP(DLNG) - 2024 Q1 - Earnings Call Transcript
2024-06-28 23:35
财务数据和关键指标变化 - 公司在2024年第一季度实现净利润1180万美元,每股收益0.23美元,调整后净利润1240万美元,调整后每股收益0.25美元,调整后EBITDA达2900万美元 [7] - 公司完成了总额3.45亿美元的新租赁融资,并使用现金6360万美元全额偿还了之前的4.08亿美元贷款,大幅降低了债务水平,目前总债务仅为3.45亿美元 [8][10] - 公司的净债务/EBITDA比率从2019年9月的6.6倍下降至2024年3月的3.3倍,股东权益账面价值也从2019年9月的3.11亿美元增长至2024年3月的4.57亿美元 [16] 各条业务线数据和关键指标变化 - 公司旗下6艘LNG船舶全部处于长期租约中,与国际知名天然气公司签约 [7] - 其中Arctic Aurora船舶的航次收入因与Equinor签订新租约而有所增加 [12] 各个市场数据和关键指标变化 - 全球LNG船舶船队正在快速扩张,新船订单量已超过现有船队的50%,大部分将于2028年前交付 [14] - 约18%的现有LNG船舶为老旧蒸汽动力船,未来可能被淘汰或更换 [14] - 未来10年内全球新增35%的LNG产能将带来更多运输需求 [15] 公司战略和发展方向及行业竞争 - 公司的商业策略是与知名天然气公司签订长期租约,以确保稳定的收入来源 [13] - 公司目前的租约到期时间最早为2028年,为公司未来发展提供了良好的基础 [13][14] - 公司认为未来LNG需求将保持强劲,因其相比传统化石燃料具有更好的排放特性,以及电力需求增长、天然气发电效率提高等因素 [15] 管理层对经营环境和未来前景的评论 - 公司完成融资后,将进一步降低财务杠杆,为未来发展奠定基础 [10][16] - 公司未来将评估是否将自由现金流用于分红或投资发展,具体取决于当时的市场环境 [20][22] 其他重要信息 - 公司目前6艘LNG船舶的平均剩余租约期限为6.6年,合计约10.7亿美元的收入确保 [13] - 公司2艘船舶现已无债务,资产基础更加稳固 [16] 问答环节重要的提问和回答 问题1 **Ben Nolan 提问** 公司未来是否会考虑对无债务的2艘船舶进行再融资 [23] **Tony Lauritzen 回答** 目前公司决定暂时保持这2艘船舶无债务,符合公司降低杠杆的整体战略 [24] 问题2 **Ben Nolan 提问** 公司是否会在近期就自由现金流的用途做出决定和公布 [21] **Tony Lauritzen 回答** 公司将根据当时的市场环境,在季度基础上评估是否分红或再投资,暂时无法给出具体时间表 [20][22]
Dynagas LNG Partners LP(DLNG) - 2024 Q1 - Earnings Call Presentation
2024-06-28 22:39
Q1 2024 Financial Results Presentation 28 June, 2024 Forward Looking Statements and Disclaimer This presentation contains certain statements that may be deemed to be “forward-looking statements” within the meaning of applicable federal securities laws. All statements included in this presentation which are not historical or current facts (including our financial forecast and any other statements concerning plans and objectives of management for future operations, cash flows, financial position and economic ...
Dynagas LNG Partners LP Reports Results For the Three Months Ended March 31, 2024
Newsfilter· 2024-06-28 04:05
ATHENS, June 27, 2024 (GLOBE NEWSWIRE) -- Dynagas LNG Partners LP (NYSE: “DLNG”) (the “Partnership”), an owner and operator of liquefied natural gas (“LNG”) carriers, today announced its results for the three months ended March 31, 2024. Quarter Highlights: Net Income and Earnings per common unit (basic and diluted) of $11.8 million and $0.23, respectively; Adjusted Net Income(1) of $12.4 million and Adjusted Earnings per common unit(1) (basic and diluted) of $0.25; Adjusted EBITDA(1) $29.0 million; 100% fl ...
Dynagas LNG Partners LP Announces Date for the Release of the First Quarter 2024 Results, Conference Call and Webcast
Newsfilter· 2024-06-22 00:30
ATHENS, Greece, June 21, 2024 (GLOBE NEWSWIRE) -- Dynagas LNG Partners LP (NYSE: "DLNG") ("Dynagas Partners" or the "Partnership"), an owner and operator of LNG carriers, today announced that it will release its financial results for the first quarter ended March 31, 2024 after market closes in New York on Thursday, June 27, 2024. On the next day, Friday, June 28, 2024 at 10:00 a.m. Eastern Time, the Company's management will host a conference call and webcast to discuss the earnings results. Conference Cal ...
3 Penny Stocks Ready to Make Fortunes for Bold Investors
Investor Place· 2024-06-19 10:17
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Dynagas LNG Partners LP(DLNG) - 2023 Q4 - Annual Report
2024-04-27 05:24
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13A-16 OR 15D-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the month of April 2024 Commission File Number: 001-36185 Dynagas LNG Partners LP (Translation of registrant’s name into English) Poseidonos & Foivis 2 Street 16674 Glyfada, Athens, Greece (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover ...
Dynagas LNG Partners LP Announces Filing of Form 20-F With the SEC
Newsfilter· 2024-04-27 04:05
ATHENS, Greece, April 26, 2024 (GLOBE NEWSWIRE) -- Dynagas LNG Partners LP (the "Partnership") (NYSE:DLNG), an owner and operator of liquefied natural gas ("LNG") carriers, announced today that it has filed its Annual Report on Form 20-F for the year ended December 31, 2023 (the "Annual Report") with the U.S. Securities and Exchange Commission (the "SEC"). The Annual Report is available through the Partnership's website. Alternatively, unitholders may also receive a hard copy of the Annual Report, including ...
Dynagas LNG Partners LP(DLNG) - 2023 Q4 - Annual Report
2024-04-26 21:28
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F [_] REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR [X] ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR [_] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR [_] SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES E ...