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Navigator Gas Announces 2024 Annual Meeting
Newsfilter· 2024-05-29 22:30
LONDON, May 29, 2024 (GLOBE NEWSWIRE) -- Navigator Holdings Ltd. (described herein as "Navigator Gas" or the "Company") (NYSE:NVGS), the owner and operator of the world's largest fleet of handysize liquefied gas carriers, today announces that its 2024 Annual Meeting will be held at 09:00 A.M. local time on June 24, 2024, at the offices of Baker Botts LLP, 30 Rockefeller Plaza, New York, New York, 10112, U.S.A. The record date for voting at the Annual Meeting is set as May 17, 2024. At the Annual Meeting, sh ...
Navigator Gas Announces 2024 Annual Meeting
globenewswire.com· 2024-05-29 22:30
LONDON, May 29, 2024 (GLOBE NEWSWIRE) -- Navigator Holdings Ltd. (described herein as “Navigator Gas” or the “Company”) (NYSE: NVGS), the owner and operator of the world’s largest fleet of handysize liquefied gas carriers, today announces that its 2024 Annual Meeting will be held at 09:00 A.M. local time on June 24, 2024, at the offices of Baker Botts LLP, 30 Rockefeller Plaza, New York, New York, 10112, U.S.A. The record date for voting at the Annual Meeting is set as May 17, 2024. At the Annual Meeting, s ...
WEBINAR INVITATION | Navigator Gas (NYSE: NVGS) Live Investor Webinar on Thursday, May 30, 2024, at 11:00 am ET
Newsfilter· 2024-05-24 01:22
NEW YORK, May 23, 2024 (GLOBE NEWSWIRE) -- Navigator Gas (NYSE:NVGS) senior management, will participate in a live discussion with Mr. Nicolas Bornozis, President of Capital Link covering such topics as Navigator's business development, company strategy, growth prospects, and overall sector outlook. The discussion will be followed by a live Q&A between Navigator's management team and webinar participants. The live webinar is scheduled for Thursday, May 30, 2024, at 11:00 am ET (5:00 pm CET). REGISTRATIONOnl ...
Navigator .(NVGS) - 2024 Q1 - Earnings Call Transcript
2024-05-17 14:40
财务数据和关键指标变化 - 第一季度营业收入为1.342亿英镑,与上年同期基本持平,但由于时租率上升,收益有所提升 [15] - 调整后EBITDA创下新纪录,达到7410万美元,较上年同期增长约7% [14][19] - 调整后净收益为2260万美元,每股收益为0.31美元 [19] - 公司现金和现金等价物余额超过1.72亿美元,总流动性超过2亿美元,净债务资本比率为33% [20][21] 各条业务线数据和关键指标变化 - LPG运输业务占公司收益天数的比重已从10年前的三分之二下降到现在的三分之一 [36] - 氨运输和石化品运输业务正在快速增长,成为公司新的收益增长点 [36][37] 各个市场数据和关键指标变化 - 北美地区已成为公司最重要的货源地,2023年约60%的航次都源自北美 [38] - 美国天然气液体产量和出口在2023年初有所下降,但3月份已恢复增长,这对公司运力需求有积极影响 [40] - 巴拿马运河通航情况有所改善,中型船舶通过原锁门的比例从26%提高到20% [42][43] 公司战略和发展方向及行业竞争 - 公司将继续投资拓展乙烯出口码头项目,预计2024年底前完工 [10][21][56] - 公司董事会批准投资2.5百万美元参与一个美国墨西哥湾地区的清洁氨出口项目,看好清洁氨作为能源载体的发展前景 [60][61] - 公司将继续通过股票回购和派息的方式回报股东,预计2024年第一季度将返还相当于净收益25%的资本 [52][53][54] - 公司大型液化气船订单较少,中小型船舶订单较少,行业供给端较为紧张,有利于公司保持较高的船舶利用率和运价水平 [49] 管理层对经营环境和未来前景的评论 - 公司2024年第一季度经营业绩良好,调整后EBITDA创新高,展现了良好的经营势头和发展基础 [6][7][14][34] - 公司看好未来一年的经营前景,预计船舶利用率将维持在90%以上,并将继续以较高的价格续签到期的远期租约 [12] - 公司对清洁氨运输业务前景充满信心,认为这将成为公司未来重要的业务增长点 [60][61][62] 问答环节重要的提问和回答 问题1 **Omar Nokta 提问** 第一季度利用率同比有所下降,是否反映了需求疲软的情况 [68] **Oeyvind Lindeman 回答** 利用率略有下降主要是由于个别船舶出现短期技术问题,整体市场需求仍然旺盛,体现在运价水平的持续上升 [72][73][74] 问题2 **Frank Galanti 提问** 公司是否考虑进一步增加股票回购规模,利用目前较低的股价水平 [84] **Mads Peter Zacho 回答** 公司目前的财务状况和现金流较为充裕,股票回购是一个很有效的资本回报方式,公司会根据资本支出计划和并购机会等因素来合理安排股票回购规模 [102][103] 问题3 **Climent Molins 提问** 新签订的乙烯出口码头长期供应合同的经济条款如何,是否优于现有合同 [93] **Randy Giveans 回答** 新签订的供应合同条款与现有合同相当,公司将在未来几个月内陆续签订更多供应合同后,再对整体情况进行披露 [95]
Navigator .(NVGS) - 2024 Q1 - Quarterly Report
2024-05-16 04:19
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 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the Quarter Ended March 31, 2024 Commission File Number 001-36202 NAVIGATOR HOLDINGS LTD. (Translation of registrant’s name into English) c/o NGT Services (UK) Ltd 10 Bressenden Place, London, SW1E 5DH, United Kingdom (Address of principal executive office) Indicate by check mark whether the registrant files or will ...
Navigator Gas Announces Date for the Release of First Quarter 2024 Results and Zoom Conference Call
GlobeNewsWire· 2024-05-06 21:35
LONDON, May 06, 2024 (GLOBE NEWSWIRE) -- Navigator Holdings Ltd. (described herein as “Navigator Gas” or the “Company”) (NYSE: NVGS), the owner and operator of the world’s largest fleet of handysize liquefied gas carriers, announces today that it will release its results for the three months ended March 31, 2024, after markets close in New York, on Wednesday, May 15, 2024. The next day, Thursday, May 16, 2024, at 10:00 A.M. E.D.T., the Company’s management team will host a Zoom conference call and slide pre ...
Navigator Gas Announces Date for the Release of First Quarter 2024 Results and Zoom Conference Call
Newsfilter· 2024-05-06 21:35
LONDON, May 06, 2024 (GLOBE NEWSWIRE) -- Navigator Holdings Ltd. (described herein as “Navigator Gas” or the “Company”) (NYSE: NVGS), the owner and operator of the world’s largest fleet of handysize liquefied gas carriers, announces today that it will release its results for the three months ended March 31, 2024, after markets close in New York, on Wednesday, May 15, 2024. The next day, Thursday, May 16, 2024, at 10:00 A.M. E.D.T., the Company’s management team will host a Zoom conference call and slide pre ...
Navigator Gas Releases ESG 2023 Report: Demonstrating Commitment to Sustainability and Social Responsibility
Newsfilter· 2024-05-01 17:00
LONDON, May 01, 2024 (GLOBE NEWSWIRE) -- Navigator Holdings Ltd. (described herein as "Navigator Gas" or the "Company") (NYSE:NVGS), the owner and operator of the world's largest fleet of handysize liquefied gas carriers, is pleased to announce the release of its latest Environmental, Social and Governance ("ESG") report (the "ESG Report") today, showcasing the Company's commitment to sustainability and social responsibility. The comprehensive ESG Report provides an overview of Navigator Gas, its business m ...
Navigator .(NVGS) - 2023 Q4 - Annual Report
2024-03-28 04:13
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) or (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ 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 For the transition period from to OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURI ...
Navigator .(NVGS) - 2023 Q4 - Earnings Call Transcript
2024-03-15 04:13
财务数据和关键指标变化 - 2023年第四季度营业收入同比增长14.9%至1.416亿美元,主要由于日租金上涨 [14] - 2023年第四季度每日平均租金达到28,428美元,较2022年同期的23,622美元有大幅提升 [14] - 2023年全年创下282百万美元的最高年度调整EBITDA纪录 [20] - 2023年第四季度每股收益为0.24美元,调整每股收益为0.32美元,同比大幅提升 [20] 各条业务线数据和关键指标变化 - 2023年第四季度乙烯出口码头吞吐量达到98.7万吨,接近100万吨的满负荷产能 [15] - 2023年第四季度船舶日均运营成本为9,067美元,与2022年同期基本持平 [16] 各个市场数据和关键指标变化 - 美国天然气液体产量同比增加10百万桶,主要供出口市场 [31] - 2023年第四季度全球中型气体船运输量有所下降,主要由于苏伊士运河和巴拿马运河的中断 [32][33] - 美国乙烷和乙烯出口量逆季节性增长,反映了国际买家对美国货源的强烈需求 [34] 公司战略和发展方向及行业竞争 - 公司计划继续减少债务、支付现金股利、回购股票,并投资于能源基础设施业务 [50] - 公司预计未来几年内新船供给有限,行业供给端保持稳定 [41] - 公司正在扩建乙烯出口码头,预计2024年第四季度完工,将增加550,000吨产能 [47][48] 管理层对经营环境和未来前景的评论 - 公司预计2024年利用率将维持在90%左右的高位,并将继续以更高的租金续签到期的远期租约 [11] - 由于巴拿马运河和苏伊士运河的中断,预计未来一段时间内航线模式不会恢复正常,这将为公司带来更多的运输需求 [11] - 公司对2024年前景保持乐观,第一季度的业绩也将保持健康水平 [26] 问答环节重要的提问和回答 问题1 **Omar Nokta 提问** 询问公司2024年第一季度的市场情况,是否也出现了VLGC市场的大幅波动 [57][58] **Oeyvind Lindeman 回答** 中型气体船市场并未出现VLGC市场的大幅波动,相反,租金水平保持上涨态势 [58] 问题2 **Omar Nokta 提问** 询问公司乙烯出口码头扩建项目的合同签订情况 [59][60][61][62] **Randy Giveans 回答** 公司计划在2024年内签订90%的新增产能合同,预计未来几周内就会有新的合同签订 [60][61][62] 问题3 **Omar Nokta 提问** 询问公司是否有意进军更大型的氨运输船舶市场 [63][64][65] **Mads Peter Zacho 回答** 公司认为中型和小型气体船更适合氨运输,未来会考虑建造此类船舶满足氨运输需求 [64][65]