The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Thursday Jan 02, 2020
Thursday Jan 02, 2020
Oystein Kalleklev, CEO of Flex LNG (FLNG), joined Value Investor's Edge live to discuss the overall LNG shipping markets, US-China potential, and IMO 2020 impacts. We discussed the various types of vessel propulsion technology, reviewed their capital allocation priorities, and pressed their charter vs. spot strategy. This conversation is relevant for anyone with interests in the LNG sector including GasLog (GLOG), GasLog Partners (GLOP), Golar LNG (GLNG), Golar LNG Partners (GMLP), and Teekay LNG Partners (TGP). Some of the US-China information might also be relevant for those interested in LNG export infrastructure including Cheniere Energy (LNG), Energy Transfer (ET), and Tellurian (TELL). Topics Covered: 0:55 minute mark - Start of discussion- Market review: LNG sentiment now terrible? 3:25 - What market differentials exists between modern and older carriers? 7:15 - Precisely what sort of premium can investors expect to see? 8:45 - Any clear impacts or benefits from the US-China 'Phase 1 Deal'? 12:55 - Do steam propulsion LNG carriers have a future? 16:25 - Any major new technologies on the horizon? 2030 carbon reduction? 21:25 - What about TFDE propulsion? Is there a clear future for these? 25:10 - Are there any direct impacts coming from IMO 2020 regulations? 29:50 - Are you planning to increase your charter coverage into 2020? 34:45 - What are your capital allocation priorities with extra free cash? 39:15 - Will dividends be closely tied to earnings going forward?
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