Value Investor's Edge Live #17: Virtual Investor Forum on COVID-19 and Oil Price War, With Euronav's CEO from The Razor’s Edge

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Value Investor's Edge Live #17: Virtual Investor Forum on COVID-19 and Oil Price War, With Euronav's CEO

53 minutes Posted Apr 9, 2020 at 8:00 am.

minute mark How is COVID-19 impacting the crude tanker markets and EURN?

-How has the oil price war shifted the marketHow is EURN positioned?

Is this market surge different than last fall with COSCO?

Only a few fixtures so far this week, more expected soon?

IMO 2020 update, any shift in strategy?

Any plans to load up more VLSFO to hedge lower fuel costs?

-The other ULCC on a new storage contract? Other storage requests?

How do the recent resales fit into your fleet and IMO strategy?

Any near-term supply risks or overhang on orders?

Has your capital allocation strategy shifted at all this year?

How to differentiate between vessel acquisitions and repurchases?

Clarification on lock-out timing- delay to 1 Apr? Annual meeting vote?

Any shift to your views on leverage? Still ample capacity?

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Show notes

J Mintzmyer speaks with Euronav Hugo de Stoop as part of Value Investor's Edge's COVID 19 / Oil Price War Forum. While shipping is in turmoil, oil tankers like Euronav are very nicely positioned. The two discuss the outlook for the months ahead.

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