Dorian LPG's CFO On The Company's Outlook (Podcast)

Listen to or subscribe to The Investing Edge on these podcast platforms:

  • Apple Podcasts
  • Spotify
  • Google Play
  • Stitcher
  • Seeking Alpha

Ted Young, CFO of Dorian LPG (LPG), joined J Mintzmyer's Value Investor's Edge Live on November 1, 2019 to discuss the LPG shipping markets and specific company prospects and capital allocation potentials. This interview and discussion is relevant for anyone with LPG sector investments, including Avance Gas (OTCPK:AVACF), BW LPG (OTCPK:BWLLF), and Navigator Holdings (NVGS).

  • 1:00 minute mark - Overall VLGC market review.
  • 4:00 - Do the arbitrage curve and forward cycle still look strong?
  • 7:40 - What sort of risks should investors look for?
  • 10:40 - Leverage is away down, what are your targets now?
  • 12:50 - Capital allocation priorities for Dorian? Enough cash reserved?
  • 14:40 - Priority for dividends, repurchases, financing deals.
  • 20:00 - Repurchases low thus far? Any reason for this?
  • 23:30 - Possibility for a buyback deal with BW Group? Any covenants?
  • 26:40 - Scrubber update on timing? Delay with shipyard?
  • 28:30 - Discussion on scrubber fuel spreads? Savings per day?
  • 34:00 - LPG retrofit potential? Any expenses in 2021?
  • 37:50 - Reviewing utilization numbers - expectations for Q4/Q1?
  • 39:40 - Update on the 4x charters coming off Q4-19?

See also XLE Weekly: Minor Price Discovery Higher To 61.77s Near Early November Highs on

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Latest Markets Videos


    Seeking Alpha is the world’s largest investing community. Seeking Alpha has unparalleled breadth and depth: from stocks, ETFs and mutual funds to commodities and cryptocurrency, including thousands of stocks (such as small-caps) not analyzed elsewhere. Written by investors for investors, more than 7,000 contributors publish 10,000 investing ideas every month.

    Learn More