Star Bulk Carriers Interview: VIE Live (6/8/21)
J Mintzmyer J Mintzmyer
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 Published On Jun 15, 2021

Full audio from an interview with Star Bulk Carriers (SBLK), conducted by J Mintzmyer on Value Investor's Edge Live, on 8 June 2021.

More information available via the public Seeking Alpha report here: https://seekingalpha.com/article/4434...

Key Time-Stamps:

(0:00) Introductions
(0:45) What is driving the current strength in rates?
(2:45) What are the primary risk factors to watch?
(5:00) How big of an impact are China-Australia tensions?
(6:50) What is driving increased Capesize volatility?
(10:40) What is behind the huge disconnect in FFA levels?
(14:00) What is the current status of the newbuild market?
(17:15) How do proposed environmental regulations impact SBLK?
(22:30) How would a carbon tax or higher oil prices impact SBLK?
(24:00) Overall capital allocation priorities? Leverage target?
(26:00) Current strategy for time-charters vs. spot exposure?
(27:15) Updates on scrubber economics? Any hedging?
(32:00) What differentiates SBLK from peers, why invest here?

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