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Judit Csepregi

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2020 Bulkers - 2020 NO - Resuming dividend payments: 2020 Bulkers reported 2Q20 earnings this morning in line with our estimates - BUY - Clarksons - Aug 13, 2020 
Judit Csepregi
August 13, 2020
Scorpio Tankers – STNG – We have tweaked our underlying estimates on the Q2 results, but are reassured that deleveraging and cutting finance costs remain the company’s top priorities – HOLD – DNB – Aug 10, 2020 Scorpio Tankers Inc - STNG

Scorpio Tankers – STNG – We have tweaked our underlying estimates on the Q2 results, but are reassured that deleveraging and cutting finance costs remain the company’s top priorities – HOLD – DNB – Aug 10, 2020

Judit Csepregi
August 10, 2020
Golar LNG – GLNG – 2q20 results due Thursday Our take: Focus on liquidity, BP and Golar Power (GP) news. Downstream LNG is hot, and we believe GP alone could defend current market cap of GLNG – Buy – Fearnley – Aug 10, 2020 Golar LNG Ltd - GLNG

Golar LNG – GLNG – 2q20 results due Thursday Our take: Focus on liquidity, BP and Golar Power (GP) news. Downstream LNG is hot, and we believe GP alone could defend current market cap of GLNG – Buy – Fearnley – Aug 10, 2020

Judit Csepregi
August 10, 2020
International Seaway – INSW – Good Q2 report, continuing buybacks  International Seaways continued the positive crude tanker reporting season on Friday, with Q2 EPS adj. coming in at USD 2.33 vs. our 2.29 estimate – Pareto – Aug 10, 2020 International Seaways - INSW

International Seaway – INSW – Good Q2 report, continuing buybacks  International Seaways continued the positive crude tanker reporting season on Friday, with Q2 EPS adj. coming in at USD 2.33 vs. our 2.29 estimate – Pareto – Aug 10, 2020

Judit Csepregi
August 10, 2020
International Seaways, Inc. – INSW – Strong Operating Leverage in Rising Rate Environment: in what normally would have been a seasonally slow 2Q20, time charter equivalent (TCE) revenue of $135.3 million, compared to $62.5 million a year ago (an increase of over 100% Y/Y) – BUY – B.Riley/FBR – Aug 10, 2020 International Seaways - INSW

International Seaways, Inc. – INSW – Strong Operating Leverage in Rising Rate Environment: in what normally would have been a seasonally slow 2Q20, time charter equivalent (TCE) revenue of $135.3 million, compared to $62.5 million a year ago (an increase of over 100% Y/Y) – BUY – B.Riley/FBR – Aug 10, 2020

Judit Csepregi
August 10, 2020

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