Genco Shipping report Q3 2023

Reported on 11/09

  • Revenue of $83.3M
  • Net Loss of $32M (includes vessel impairment of $28.1M)
  • Declared div of 15c/sh
  • TCE avg of $12,082 daily

Quite amusing. The formula got modified to allow for a dividend, then adjusts again for Q4 2023. TCE avg for Q4 QTD is > $16.5K daily.
Other items

  • Working on a new credit facility, much larger $500M
  • Acquired a 2016-built Cape vessel

The impairment costs? While it could be across the fleet, my suspicion is that it a single vessel category that is the major cause. Just not sure which of the three GNK vessel categories is the problem.

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