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Oppenheimer’s 4th
We had the pleasure of attending Oppenheimer’s 4th Annual Industrials Conference this week. Reflecting difficult and uncertain markets, the tone was muted and at least at the open presentations interest has seemingly flagged. Like the owners waiting for the perfect distressed deal, investors, too, seem to be circling and asking the difficult questions. Can you maintain your dividend? How low will asset values fall and so on? We wouldn’t call it bearish but it was certainly circumspect. Here are some of our takeaways. As always we leave the analysts to do the heavy lifting on the numbers.
This is only an excerpt of Oppenheimer’s 4th
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Tags: · Alan Ginsberg, Capital Product Partners L.P., CEXIM, Eagle Bulk Shipping, Excel Maritime Carriers, Genco, Iannis Lazaridis, John Wobensmith, Lefteris Papatrifon, Myles Itkin, Oppenheimer, OSG, Peter Evensen, Teekay Tankers
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