Full audio from an interview with Dorian LPG (LPG), conducted by J Mintzmyer on Value Investor's Edge Live, on 11 June 2021.

Learn more about Value Investor's Edge here: http://www.mintzmyer.com

Key Time-Stamps:

(0:00) Introductions & disclosures
(0:45) Overview of the current and mid-term LPG markets.
(6:00) Any concern about the increasing VLGC orderbook?
(8:45) Discussion about impending environmental regulations.
(10:15) Interest in LPG dual-fuel retrofits? Economics?
(14:30) Are rising steel prices impacting newbuild costs?
(18:30) Will US LPG production, inventory, and export levels improve?
(21:30) Update on scrubber program economics.
(23:15) Are you interested in divesting the oldest 3 vessels?
(25:45) Views on target leverage and minimum cash balance?
(29:15) Appetite for more repurchases? Tender offer?
(30:30) Any concern about share liquidity?
(33:45) Potential for a new repurchase authorization?
(34:45) Any additional impact from EEXI or other initiatives?
(39:30) Any impact from the removal of Iran sanctions?
(41:30) Impact from more OPEC oil and NGL exports?
(44:00) Potential for a dividend? Structure? Special vs. regular?
(48:15) Why choose Dorian over other VLGC peers?