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Safe Bulkers, Inc. Announces Availability of 2023 Sustainability Report
GlobeNewswire News Room· 2024-05-30 21:00
MONACO, May 30, 2024 (GLOBE NEWSWIRE) -- Safe Bulkers, Inc. (the "Company") (NYSE: SB), an international provider of marine drybulk transportation services, announced today that the Company's 2023 Sustainability Report is available for download and can be accessed from its website using the link provided below. The 2023 Sustainability Report has been prepared in accordance with the Global Reporting Initiative (GRI) Sustainability Reporting Guidelines, 'in accordance with the GRI Standards', and the Sustaina ...
Safe Bulkers(SB) - 2024 Q1 - Earnings Call Transcript
2024-05-01 08:49
财务数据和关键指标变化 - 2024年第一季度调整后EBITDA为4680万美元,相比2023年同期的3310万美元有所增加 [25] - 2024年第一季度调整后每股收益为0.20美元,相比2023年同期的0.10美元有所增加 [25] - 2024年第一季度净收入为2530万美元,相比2023年同期的1930万美元有所增加 [26] - 2024年第一季度TCE(等效期租收入)为18158美元,相比2023年同期的3760美元大幅增加 [26] - 2024年第一季度平均运营船舶数量为47.08艘,相比2023年同期的43.3艘有所增加 [26] 各条业务线数据和关键指标变化 - 公司拥有8艘Capesize船,均处于期租状态,平均剩余租期超过2年,平均日租金约为24400美元 [10] - Panamax船的日租金约为17200美元 [10] 各个市场数据和关键指标变化 - 全球干散货需求预计在2024年增长3%,高于2023年的水平 [12] - 2024年全球GDP预计增长3.2%,2025年预计增长3.2%,通胀压力得到控制 [12] - 2024年中国GDP预计增长4.6%,面临内部增长动力不足的挑战 [13] - 印度强劲的国内需求和基础设施投资为全球经济提供了稳定支撑 [13] 公司战略和发展方向和行业竞争 - 公司专注于为股东创造长期价值,保持稳健的资本结构 [9] - 公司致力于打造年轻、节能的船队,以应对未来更严格的环保法规 [9] - 公司拥有85%的日本建造船舶,超过全球平均水平40%,具有竞争优势 [15] - 公司是少数拥有大量Phase 3订单的干散货公司之一,定位低于当前市场估值 [15] - 公司计划通过出售旧船和订购新船来更新船队,以保持竞争力 [18] 管理层对经营环境和未来前景的评论 - 2024年第一季度市场环境比2023年同期更加强劲,收入增加 [21] - 全球经济复苏缓慢但稳定,干散货市场预计在2024年保持强劲 [11] - 干散货订单量仍处于个位数百分比,公司对未来市场持乐观态度 [14] - 公司认为当前股价低于船队净资产价值,未来可能启动新的股票回购计划 [41] - 公司预计未来几年新法规将对市场产生重大影响,公司已做好准备 [42] 其他重要信息 - 公司宣布每股0.05美元的股息,并回购了490万股普通股 [8] - 公司出售了3艘旧船,订购了2艘Phase 3新船,并计划再订购2艘 [16] - 公司拥有约2.16亿美元的流动资金和约2.76亿美元的已签约未来收入 [24] - 公司拥有7艘未抵押船舶和8艘新船的额外借款能力 [28] 问答环节所有提问和回答 问题: 关于期租市场 - 公司最近以高于市场平均水平的价格签订了4-5年的期租合同,主要是因为船舶进行了环保升级 [32] - 公司认为在火爆的市场中,仍有机会签订类似的长期合同,但需要合适的船舶和时机 [36] 问题: 关于股票回购 - 公司已经接近完成之前的500万股回购计划,未来可能会启动新的回购计划 [40] - 公司认为当前股价低于资产价值,未来可能会利用机会进行回购 [41] 问题: 关于运营成本 - 第一季度运营成本略有增加,主要是因为为干坞维修准备的备件 [53] - 公司预计全年运营成本不会有太大变化 [53]
Safe Bulkers(SB) - 2023 Q4 - Annual Report
2024-03-01 05:56
Apt. D11, Les Acanthes 6, Avenue des Citronniers, MC98000 Monaco (Address of principal executive office) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of February 2024 SAFE BULKERS, INC. (Translation of registrant's name into English) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. ...
Safe Bulkers(SB) - 2023 Q4 - Annual Report
2024-02-29 21:16
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) Commission File Number 001-34077 SAFE BULKERS, INC. (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) Republic of the Marshall Islands (Jurisdiction of incorporation or organization) Safe Bulkers, Inc. Apt. D11 Les Acanthes 6, Avenue des Citronniers MC98000 Monaco (Address of principal executive office) Dr. Loukas Barmparis President Telephone: +30 ...
Safe Bulkers(SB) - 2023 Q4 - Earnings Call Transcript
2024-02-14 02:31
Safe Bulkers, Inc. (NYSE:SB) Q4 2023 Earnings Conference Call February 13, 2024 10:00 AM ET Company Participants Loukas Barmparis - President Konstantinos Adamopoulos - Chief Financial Officer Polys Hajioannou - Chairman & Chief Executive Officer Conference Call Participants Omar Nokta - Jefferies Climent Molins - Value Investor's Edge Operator Thank you for standing by, ladies and gentlemen, and welcome to the Safe Bulkers Conference Call on the Fourth Quarter ended December 31, 2023, Financial Results. We ...
Safe Bulkers(SB) - 2023 Q3 - Earnings Call Transcript
2023-11-09 01:00
Loukas Barmparis - President Konstantinos Adamopoulos - Chief Financial Officer Polys Hajioannou - Chairman & Chief Executive Officer Operator Before we begin, please note that this presentation contains forward-looking statements as defined in Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended, concerning future events, the company's growth strategy, and measures to implement such strategy, including expected vessel acquisitions and enteri ...
Safe Bulkers(SB) - 2023 Q3 - Earnings Call Presentation
2023-11-09 00:24
Q3 2023 EARNINGS PRESENTATION 2022 Sustainability Report MV MORPHOU EEDI-PHASE 3 – IMO NOx TIER III KAMSARMAX DELIVERED OCTOBER 2023 1 https://www.safebulkers.com/sustainability2022 Forward Looking Statements This presentation contains forward-looking statements (as defined in Section 27A of the Securities Exchange Act of 1934, as amended, and in Section 21E of the Securities Act of 1933, as amended) including, among other items, statements concerning future events, the Company's growth strategy and measure ...
Safe Bulkers(SB) - 2023 Q2 - Earnings Call Transcript
2023-07-28 04:12
Omar Nokta – Jefferies There are unresolved real estate problems with negative cross-border spillovers as the Chinese economy seems to be losing steam then leading to weaker-than-expected demand. The inflation maybe well below target and the central bank has cut interest rates. Nonetheless, continued weakness in the real estate sector is weighing on investment, foreign demand remains weak and rising and elevated youth unemployment at 20.9% in May 2023 indicates future labor market weakness. India's emergenc ...
Safe Bulkers(SB) - 2023 Q2 - Earnings Call Presentation
2023-07-28 00:21
Q2 2023 EARNINGS PRESENTATION MV VASSOS EEDI-PHASE 3 – IMO NOx TIER III KAMSARMAX DELIVERED MAY 2022 1 2022 Sustainability Report https://www.safebulkers.com/sustainability2022 This presentation contains forward-looking statements (as defined in Section 27A of the Securities Exchange Act of 1934, as amended, and in Section 21E of the Securities Act of 1933, as amended) including, among other items, statements concerning future events, the Company's growth strategy and measures to implement such strategy, in ...
Safe Bulkers(SB) - 2023 Q1 - Earnings Call Transcript
2023-05-12 04:04
Safe Bulkers, Inc. (NYSE:SB) Q1 2023 Earnings Conference Call May 11, 2023 10:00 AM ET Company Participants Loukas Barmparis - President Konstantinos Adamopoulos - CFO Polys Hajioannou - Chairman and CEO Conference Call Participants Chris Wetherbee - Citigroup Omar Nokta - Jefferies Operator Thank you for standing by, ladies and gentlemen, and welcome to the Safe Bulkers conference call to discuss the First Quarter 2023 Financial Results. Today, we have with us Mr. Polys Hajioannou, Chairman and Chief Execu ...