DHT report Q1 2025

On 05/07, DHT announced Q1 2025 results

  • TCE revenue of $79.3M

  • Adjusted EBITDA of $56.4M

  • Net Income of $44.1M

  • Fleet avg $38,200 daily
    https://static.seekingalpha.com/uploads/sa_presentations/181/110181/original.pdf

  • The vessel sale in Jan 2025 makes sense - older vessel. It was time for DHT to move on

  • The TC on a non-modern vessel @ $40K daily - good

  • The TC on a modern vessel @ $52K daily - very good
    Subsequent events:

  • 7-year TC @ $41K + profit-share - very good

  • Sale of two 2011-built vessels - as commented before - not impressed

Debt at a manageable level. Dividend okay.

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