Good morning, everyone, and welcome to Ocean Yield's Q2 earnings presentation. As usual, I will start today's presentation with the highlights of the quarter and go through the changes to the portfolio. Then our CFO, Eirik Eide, will take us through the financials and the financing activity of the quarter. The presentation will be concluded with opening up for questions. If you would like to ask a question, please use the Q&A function. Starting off on page two. Q2 has been an active quarter for Ocean Yield. We are pleased to report another quarter with strong and stable performance. We report an EBITDA adjusted for finance lease effects of $96.6 million, and a net profit of $24.3 million. We continue to allocate capital to maintaining a strong balance sheet, and we are ending the quarter with $246 million of available liquidity, and the equity ratio was at 34.9% at the end of the quarter. At the end of the quarter, and pro forma for the LNG transaction that I will talk about in a second, the EBITDA backlog was $4.7 billion, and the average remaining contract duration is exceeding 10 years. Following years of looking at various LNG investment opportunities, we are very pleased that we, on the fifth of July, announced the purchase of a 34% economic interest in France LNG Shipping. This is a landmark transaction for Ocean Yield, and we are pleased to have found a transaction within the LNG segment that meet our risk, reward, and return requirements. Q2 was also another active quarter on the financing side. We continue to experience strong appetite in the banking markets, with very attractive terms being offered. Post quarter end, we have refinanced five vessels with an additional positive liquidity effect of $31 million. This brings the total available liquidity to $277 million. Let's now move to page three for more details and rationale for the France LNG Shipping, LNG transaction. Through this landmark transaction, which is our first investment in the LNG segment, Ocean Yield acquires a 68% economic interest in Geogas LNG, and as such, a 34% indirect economic exposure to France LNG Shipping. France LNG Shipping is fifty-fifty owned by Geogas LNG and NYK, and is NYK's vehicle for long-term LNG charterers in Europe. NYK is one of the leading shipping companies in the world, with a total fleet of more than 800 vessels and a significant exposure to the LNG segment. France LNG owns a fleet of 12 LNG vessels from top yards in Korea. Six vessels are already on the water, with an average age of three years. The remaining vessels will be delivered in Q4 2024, second half of 2025, and the last four during 2027. All vessels are fixed on long-term charterers to three European investment-grade companies. These have. The average contract duration is 10 years, or 14 years, if you include the extension options. All vessels are already fully financed at attractive terms and will be non-recourse to the Ocean Yield corporate structure. The investment will be accounted for as an equity investment in the Ocean Yield accounts and treated in the same way as our investment in Box Holdings. Closing is expected to take place during the fourth quarter, and we are very much looking forward to partnering with NYK, Geogas, and Access Capital Partners, who share our ambition of using this platform as a platform for future accretive growth. Moving to page four. Including the investment in France LNG, we now have an EBITDA backlog as of the end of the quarter of $4.7 billion, and 100% of the fleet remains employed on long-term charters. Including the 12 LNG vessels, the vessel fleet now counts 74, with an average age of 4.8 years. The investment in France LNG significantly increases the diversification of the backlog, with LNG and gas carriers now making up 26% of the EBITDA backlog. Following the addition of three investment grade-rated companies, we now have 20 first-class end users and charters who all have leading positions in eight different shipping segments. This provide both sector and client diversification and create a solid foundation for long-term, stable cash flows. Let's now move to page five for more details on other changes to the portfolio. During the quarter, Bulk Seoul and Höegh Jacksonville were delivered to their new owners. Poliegos was delivered to Okeanis post quarter end. Also, during the quarter, Navigator Gas declared a purchase option for Navigator Aurora, and she will be delivered during the fourth quarter. So with that, I'd like to hand over the word to Eirik, who will take us through the financials and the financing activity for the quarter. Thank you, Andreas. First of all, let us take a look at a financial snapshot of the company as of the second quarter. We have recorded EBITDA of $58.5 million, and the adjusted EBITDA, where we adjust for finance lease effects, was $96.6 million. We show here on the left-hand side of this slide, the historical adjusted EBITDA of the company, which has shown a strong development over the recent years. Now, overall, for the quarter, we have recorded a net profit of $24.3 million. In terms of dividends, the board has chosen not to pay a cash dividend this quarter as the cash is being used towards recently announced investments. We continue to build a solid cash position. We had $246.4 million of available liquidity at the end of the quarter, of which $101.9 million is cash and $144.5 million is undrawn credit lines. In addition to this, we have refinanced several loans after the end of the quarter, which will add another $31 million of additional liquidity. The balance sheet remains strong, with an equity ratio of 34.9%. So let us move on and take a look at the income statement. Overall, we have recorded total revenues of $63.7 million, which is slightly up from the first quarter. We had an increase in operating revenues due to full quarter earnings effect from the container vessel Ganges, but then this was partly offset by the sale of the Höegh Jacksonville. On finance lease revenue, this was slightly down compared to the last quarter due to sale of vessels. So overall, we ended up with an operating profit of $51.7 million. On other items, I comment that financial expenses is slightly reduced compared to the first quarter, and this is mainly due to prepayment of revolving credit facilities for cash management purposes, and also prepayment of debt related to vessel sales. So the quarter ended then with a net profit of $24.3 million. If we then turn to the balance sheet, you will see that on the top left, there's some reduction in vessels and equipment, and this is due to vessel sales. More specifically, this is related to the Höegh Jacksonville, which was accounted for as an operating lease and was delivered to its new owners in Q2. Further, on the Newcastlemax new building program, we have made some further payments to the shipyard, so this has now increased to $100.2 million, and this is included in other non-current assets on the slide. Cash and cash equivalents was $101.9 million, and on the right-hand side, you will see that total equity was $772 million, and that gives us an equity ratio of 34.9% at the end of the quarter. Then, we move on to financing initiatives. As usual, we've had high activity on the financing side, where we've refinanced one VLCC and one Suezmax vessel. In addition, we have refinanced one offshore construction vessel, two product tankers, and two chemical tankers. The transactions completed during the quarter gave us a positive liquidity effect of $15 million, and those transactions completed after quarter end gives an additional liquidity effect of $31 million. We continue to manage our cash position by paying down on revolving credit facilities. As of quarter end, we had $144.5 million available for drawing under these facilities. Back to you, Andreas. Thank you, Eirik. So to quickly summarize the quarter then on page ten. Q2 was another strong and stable quarter, and we are pleased with our continued access to attractive financing, as evidenced and explained by Eirik and the continued high financing activity during and post-quarter end. The investment in France LNG marks Ocean Yield's entry into the LNG segment, and we are pleased to partner with leading players such as NYK, Geogas, and Access Capital Partners to further develop our exposure to the LNG segment. Our ambition to selectively pursue accretive growth with new and existing customers remain intact, but as I've said many times before, we're not going to grow just for the sake of growing. So with that, I would like to thank you all for listening to the Ocean Yield Q2 earnings presentation, and I would now like to open up for questions. If you would like to ask a question, please use the Q&A function. So the first question, Andreas, is related to the LNG transaction. "How should we think about financing of the France LNG Shipping transaction, noting your very strong liquidity position? Starting off with the liquidity, so we are ending the quarter with $246 million of available liquidity. On top of that comes $31 million from, I would say, additional financing initiatives completed post-quarter end, taking the total available liquidity to $277 million. As you all also noted and saw from the presentation, the board did not declare a dividend, and in the period up until closing, which is expected to be during the fourth quarter, the business will also generate cash flow from operations. Assuming then that the transaction is basically divided into two, where there is a cash payment upon closing, and then there is a component which relates to the remaining CapEx. If you look at the CapEx schedule for the vessels, one vessel is expected to be delivered during the fourth quarter, then one vessel during the second half of 2025, with the remaining four to be delivered in 2027. So we basically have the CapEx component split out for a fairly long period of time. So on the back of that, we are sort of fully financed as such when it comes to the transaction, and there's no financing requirements prior to closing of the deal. Okay, thank you. The second question is from Alexander Jost at Arctic: "Congratulations on what seems to be an attractive entry point into LNG. Do you think that the FLS platform could be used for further growth into the sector? Alexander, I think that is clearly an ambition and also a possibility. As I said, during my part, this is NYK's vehicle for long-term LNG charters in Europe, and hopefully that setup can be used for further growth. I could say that so far we are extremely pleased with and impressed by not just NYK, but also the Geogas setup, and we share the same sort of views when it comes to returns as well as risk, et cetera. Thank you. So, there does not seem to be any further questions, so that concludes today's Q2 presentation. Thank you for watching.
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