Investing Experts Tanker markets and why International Seaways is almost as cheap as it's ever been
Sep 11, 2024
Lois Zabrocky, the CEO of International Seaways, and CFO Jeff Pribor delve into the intricacies of the tanker market. They discuss how geopolitical tensions, Red Sea disruptions, and sanctions are shaping the industry's current landscape. The duo emphasizes the remarkable balance sheet improvements and strategic fleet management that will impact future oil demand. They highlight their dividend strategies amidst investor concerns and the company's attractive valuation, showcasing the potential for growth in a fluctuating market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Navigating Turbulent Waters: Tanker Market Dynamics
04:26 • 16min
Tanker Market Dynamics and Strategies
20:48 • 10min
Strategic Financial Management in Shipping Markets
30:30 • 2min
Maximizing Returns Through Cash Flow Management
32:09 • 9min
Undervalued Opportunities in the Tanker Market
40:50 • 3min