Questions across 3 calls

Devesh Jhawar

Firm not listed in source transcripts

The Great Eastern Shipping Company Limited

The Great Eastern Shipping Company Limited CC-Mar24.pdf · 2024-05-10

My question is regarding the rates and decision of fixing the vessel on the time charter. So, the rates currently as we are speaking, I think they are probably higher than the last quarter's average. So, would the management take a call on placing some product tankers on time charter, some part of the fleet on time charter? And secondly is in the presentation you pointed out that we are trading at a significant discount to our NA V . So, our cash earning yields are close to 19% and we have a lot of treasury lying idle. So, would we like to do a buyback, after buyback tax also it makes sense to do a part play as a capital allocation measure to do a small buyback, that would yield better in the future.

And sir, lastly, not regarding the business of company, but as a sectoral question is, how are ship repair rates going forward, is the ship repair cost significantly higher from pre-COVID levels or no, they are just the pre-COVID cost plus some inflation?

The Great Eastern Shipping Company Limited CC-Dec23.pdf · 2024-01-31

My question was regarding the issue at Red Sea. The current tanker rates are inching close to— in some of the routes they are inching close to —$100,000 a day. You were also mentioning earlier in this call that the tanker rates are strong, and they are close to where they were in Q 3 FY23, if I'm not wrong. So, do you think this is just a temporary blip that can reverse back in a quarter's time, or this can stay for longer? Just not a permanent statement but what's your view on it?

Cochin Shipyard Limited

Cochin Shipyard Limited CC-Sep23.pdf · 2023-11-20

Congratulations on a good set of numbers. Sir, my first question is regarding the vessel made for Andaman & Nicobar administration? Any update on finding new potential buyers on that project?

Okay. And sir, my second question is regarding the dredger we were building for Dredg ing Corporation of India. What is the current status of projects? And what kind of opportunities are we seeing? Are we seeing any other orders of dredges in India or in the international markets?