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6$KCC (+1.49%)
The next big dividend is just around the corner
In the long term, one of the most interesting companies in my portfolio for my "upside-down" strategy.
The heavily overweighted high-dividend value "feeds" the dividend growth values "from above".
Unfortunately, the spread is currently quite high. Otherwise I would probably also run a small savings plan on it.
Klaveness Combination Carriers $KCC (+1.49%) - strong Q4 2023 figures - Solid cash flow, debt repayment and dividend increase 🥰
Webcast today 9:00 am:
https://www.combinationcarriers.com/kcc-q4-2023-financial-results
The most important aspect for me, which speaks to strategy and success (in a favorable market environment):
Dividends Q3 to Q4 2023 from 0.25 to 0.35 $; + 40 %
Dividends Q4 2022 to Q4 2023 from 0.3 to 0.35 $; + 20 %
PS: I'm curious to see when the ETF nose will talk to me again.
Hot-running and switched to another value ($HAUTO (+3.28%) - transaction will follow as soon as the values have been entered correctly at DKB). Thus reduced from 7815 to 6615 shares.
I love the $KCC (+1.49%) Store. 🥰 (I know: "Never fall in love with a share." It's hard for me here).
2023 Q4 Daten Update 🚀 meiner Lieblingsbude $KCC: (+1.49%)
Richtig starke Zahlen:
„Oslo, 16 January 2024: Klaveness Combination Carriers ("KCC" or the "Company") preliminary CABU and CLEANBU TCE earnings for fourth quarter 2023 ended at $/day 36,110 and $/day 37,537 respectively. Fleet average TCE earnings for the quarter ended at $/day 36,823, approximately $/day 4,600 higher than in Q3 2023 and approximately $/day 3,050 above the mid-point in the guiding range.
The CABU fleet continued to deliver historically strong TCE earnings in Q4 2023, albeit approximately $/day 1,000 lower than the record high earnings in Q3 2023. In Q4 2023 as in Q3, the CABUs benefited from high freight rates on the fixed-rate caustic soda (“CSS”) contracts and stronger dry bulk earnings, but a somewhat weaker operational efficiency had a negative impact compared to the previous quarter. CABU TCE earnings for Q4 were approximately $/day 1,100 above the mid-point in the guiding range mainly due to longer duration on CSS voyages leading to fewer days in a lower paying dry bulk market.
The CLEANBU TCE earnings increased approximately $/day 9,600 from Q3 2023 to Q4 2023 mainly due to a stronger product tanker market and supported by a stronger dry bulk market. CLEANBU TCE earnings for Q4 were approximately $/day 4,550 higher than the guiding range mid-point mainly due to a considerable strengthening of the US Gulf tanker market where KCC had several vessels in position.
Based on the escalating situation in the Red Sea area, KCC has decided to not trade any of its vessels through the Red Sea until the situation improves. The CABUs do not trade in the area, while the CLEANBUs from time-to-time transits through the Red Sea. The decision is expected to have limited impact on KCC business activities and financial performance.
TCE earnings guiding for Q1 2024 will be published in KCC’s 2023 Fourth Quarter Report on Friday 16 February 2024.“
Scandinavian stocks with dividend payouts wanted
Hello everyone,
somehow I like Scandinavian stocks with dividend payouts and now I would like to know from you if you have a company in your portfolio or in mind which interests you. If there is a REIT from Sweden, Norway, Finland... that I don't know, then that would also be great information. Stocks from other segments are also welcome.
So that I can give something back to the community, my favorite stocks (in which I am also invested) including a "blurb" from Trade Republic:
$KCC (+1.49%) - "Klaveness Combination Carriers ASA is a Norway-based fleet operator. The company owns and operates combination carriers that can switch between dry and wet freight transportation. Its fleet consists of 16
vessels, eight CABU vessels and eight CLEANBU vessels. The CABU (Caustic Soda-Bulk) and CLEANBU (Clean Petroleum Product-Bulk) vessels mainly transport Clean Petroleum Products (CPP) or Caustic Soda Solution (CSS) from refineries and production facilities in the Middle East/India, the Far East or the United States Gulf to end users or traders in Australia and South America, the world's major dry bulk export centers. On the return journey, the combination carriers transport bulk goods such as alumina, bauxite, grain, salt, iron ore and coal."
$HAUTO (+3.28%) - "Hoegh Autoliners ASA is a Norway-based company operating in the international shipping industry.
Hoegh Autoliners ASA is a holding company and business is conducted through the company's operating subsidiaries. The group is a provider of roll-on-roll-off (RoRo) transportation services. The company offers its customers safe ocean transportation of RoRo cargo such as cars, high and heavy machinery, breakbulk, Car Equivalent Units (CEU) and other rolling and static cargo."
$VAR (+2.54%) - "Spinnoff" from ENI - "Var Energi ASA is a pure upstream oil and gas company based in Norway. It operates four fields on the Norwegian Continental Shelf (NCS), located in the Barents Sea, the Norwegian Sea and the North Sea. The company's objective is the exploration, development and production of hydrocarbons. Var Energi is involved in large-scale national projects aimed at developing and demonstrating ways to reduce greenhouse gas (GHG) emissions. The company holds ownership interests in more than 30 partner-operated fields."
$VALMT (+0.58%) - "Valmet Oyj is a Finland-based company that develops and provides services and technologies for the pulp, paper and energy industries. The company's services cover the entire cycle from maintenance outsourcing to mill and plant improvements and spare parts. The
company operates in four business segments: Services, Pulp and Energy, and Paper, which includes the development of products and services and global customer projects in the paper, pulp, tissue, paper and board, and bioenergy industries; and the Automation segment, which includes process automation. The company operates both domestically and overseas, including South, Central and North America, China, Asia and Europe."
I am still looking for the "right" entry point for these stocks: $YAR (+0.54%)
$ELK (+1.68%)
If you have any questions about the values, I can certainly go into them in more detail.
Thank you very much.
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