Good morning, everyone, and welcome to Ocean Yield's second quarter earnings presentation. 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. Q2 has been an active and eventful quarter for Ocean Yield. We are pleased to report a second quarter with strong and stable performance. We report an EBITDA adjusted for finance lease effects of $80.5 million and a net profit of $25 million. We ended the quarter with a strong balance sheet with $282 million in available liquidity and an equity ratio of 29.7%. At the end of the quarter, the EBITDA backlog was $4.9 billion, and the average remaining contract duration was 11.1 years. During the quarter, another milestone was reached for Ocean Yield with the announcement that A.P. Moller Holding have signed an agreement under which a subsidiary of A.P. Moller Holding will acquire 100% of Ocean Yield from funds controlled by KKR. The transaction is expected to close during this week as all customary conditions now have been met. We are proud and excited to become part of the A.P. Moller ecosystem and look forward to continue to work with A.P. Moller and benefit from their century-long experience from the maritime industry. The management team will remain the same, and we remain committed as we collectively with our new owners, seek to build a stronger and better Ocean Yield in the years to come. Let's move to the next page for further details on A.P. Moller Holding. Headquartered in Copenhagen, A.P. Moller Holding is an investment company and the parent company of the A.P. Moller Group. A.P. Moller Holding is owned by the A.P. Moller Foundation and is the cultural custodian of A.P. Moller and Maersk names and values. A.P. Moller Holding aspire to be a long-term engaged owner, leveraging the group's global networks and insights derived from more than 140 years of track record of business building to create long-term shareholder and societal value. The track record and size of A.P. Moller and A.P. Moller Holding speaks for itself. As a management team, we are proud and humble to become part of the A.P. Moller family. We share common values, and I am confident that we jointly will navigate Ocean Yield towards continued development and success in the years to come. Moving to the next page for an overview of the portfolio at the end of the quarter. At the end of the second quarter, the fleet comprised 71 vessels, and following our investments into the LNG space, we now have ownership interest in 30 LNG vessels. The EBITDA backlog at the end of the quarter was $4.9 billion, and 100% of the fleet remains employed on long-term charters. Our continued investments within LNG significantly increases the diversification, and LNG and gas carriers are now making up more than 50% of the backlog. 59% of the backlog comes from investment grade-rated entities, and I think this is a strong testimony to our continued strategy of investing in long-term stable cash flows from high-quality counterparties. We have 16 first-class end users and charterers who all have leading positions in the seven different shipping segments where they operate. This provides both sector and client diversification and creates a solid foundation for the long-term stable and predictable cash flows in the years to come. Now, let's look at the other changes to the portfolio. During the quarter, the LNG vessel Barzan was delivered to the CapeOmega fleet and commenced her charter to QatarEnergy LNG. This completes the new build program in CapeOmega, and all 10 vessels are now delivered and employed on long-term charters. Also, during the quarter, Brilliant Future and Blooming Future were successfully delivered from the yard in China and have commenced the long-term bareboat charters to Braskem. During the quarter, the VLCCs, Nissos Raina and Nissos Despotiko, were delivered to its new owners. Following Braskem's previously announced capital structure review process on June 25th, Braskem announced the filing of an injunctive relief and court-supervised mediation seeking an out-of-court restructuring of their debt obligations. As previously communicated, the charter hire payments for the six vessels on charter to Braskem are classified as OpEx and are as such, not affected by the filings. As a compensation for waiving certain termination rights related to the charter guarantor, Ocean Yield has entered into a temporary agreement and received material cash security deposits from Braskem. This agreement is conditional upon continued full payment of the charter hire throughout this waiver period. We continue to monitor the situation closely, but remain confident that the asset coverage and the material cash deposits serve as sufficient risk mitigants for Ocean Yield. With that, I would like to hand the word to Eirik, who will take us through the financials and the financing activity of the quarter. Thank you, Andreas. I will start off as usual with a financial snapshot of the company as of the second quarter. We have recorded EBITDA of $47.7 million, and adjusted EBITDA was $80.5 million. Net profit for the quarter, $25 million. At the end of the quarter, we had available liquidity of $281.9 million, and the equity ratio stood at 29.7%. The board of directors have not declared a dividend for this quarter. Let us move on to the headline figures of the income statement. We reported total revenues and other income was $56.3 million in Q2 compared to $53.6 million in the first quarter. More specifically, operating lease revenue was $19.3 million compared to $19.1 million in Q1. This figure is mainly in line with the previous quarter. Finance lease revenue was $26.7 million compared to $27.5 million in Q1, and the decrease here is mainly due to the redelivery of two vessels that were sold through purchase options being exercised, and slightly offset by delivery of two new building product tankers. Income from our investments in joint ventures was $6.3 million compared to $6.6 million in the first quarter. Nothing particular to comment here. Other income was $4.1 million in Q2. This is mainly related to delivery of two new buildings and the effect that they commenced their long-term charters. In addition to that, to minor lease modification effects on the Braskem vessels. That brings us to an operating profit of $41.8 million compared to $41.5 million in Q1. Net financial items were - $15.9 million compared to - $19 million in Q1. The decrease here is mainly driven by lower interest rate expenses as a result of vessel redeliveries, and reductions on corporate revolving credit facilities for cash management purposes. In addition, we had a net gain on FX and mark-to-market of derivatives of $4.8 million. The quarter ended with a net profit of $25 million compared to $21.9 million in Q1. Let us move on to look at the adjusted EBITDA on an historical basis, and this is, as you know, the cash EBITDA that we receive under our lease agreements and interest on shareholder loans to joint ventures. This was $80.5 million in Q2 compared to $82.3 million in Q1. If we then turn to the balance sheet figures, we had total assets at the end of Q2 of [$ 2.368] billion compared to $ 2.461 billion in Q1. The reduction here is mainly due to the dividend payment that was declared on the back of the Q1 figures and was paid during the second quarter. Available liquidity was [$ 282] million, compared to [$ 268] million last quarter, and book equity was [$ 702] million, compared to [$ 779] million last quarter. This gives us an equity ratio of 29.7% compared to 31.7% in Q1. Let us move on to financing initiatives. Once again, it has been an active quarter on the financing side. We have signed a new loan agreement to refinance two Ethane gas vessels and six dry bulk Newcastlemax vessels during the quarter. After the end of the quarter, we have refinanced another Newcastlemax dry bulk vessel and one oil service vessel. In connection with the sale of Ocean Yield to a subsidiary of A.P. Moller Holding, this triggers a change of control event under our loan agreements. All lenders on the secured financing side have now given their approval to the change of control. On the unsecured financings, we have sent out a call notice on the bond issue OCY09 to repay the remaining outstanding bond under this bond issue. This follows the refinancing of this bond, which was done in Q1, where we bought back $ 366 million under this bond. So we are now settling the remaining amounts as planned and previously communicated. For the other bonds, OCY11, 12 and 13, we have sent out summons to the bondholders for written resolutions to approve the subsidiary of A.P. Moller as the new shareholder. For OCY10, we as a company have a call option at 101% for this bond in the event of a change of control. Our intention is to call this bond at 101% according to the agreement, and refinance it with a new hybrid perpetual bond subject to market conditions. Finally, on liquidity, we are actively using rolling credit facilities for cash management purposes. So in addition to the cash on the balance sheet, we had undrawn revolving credit facilities of [$1 57.5] million, which gives us a total available liquidity at the end of the quarter of [$ 281.9] million. With that, I hand the word back to you, Andreas. Thank you, Eirik. Let me then summarize the quarter. Q2 was another solid and eventful quarter for Ocean Yield. Lease to values continue to stand at robust levels, and our counterparties are well capitalized, which result in low overall portfolio risk. Our access to capital in both the private and public debt markets remain strong, and this enable us to compete for business with strong and reputable counterparties. Clearly, the big event of the quarter was A.P. Moller Holding's acquisition of Ocean Yield, and we look forward to the successful closing and working with A.P. Moller Holding in thinking and acting long term, in a similar manner that we have done during the five years of KKR ownership. We are grateful for the partnership with KKR, and we now look forward to turning the page and look into the next chapter. The acquisition of Ocean Yield strengthen A.P. Møller Group's maritime portfolio and builds on the group's long-term maritime legacy across many different segments. The management team will remain the same, and you should also expect more of the same in terms of strategy and investment going forward. With that, I would like to thank you all for watching 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. Yes, we have received a couple of questions also this morning, Andreas. The first, as expected probably. Do you expect any changes to the business with A.P. Moller as a new owner? Well, I think the short answer is no. I think that, as I said in my presentation, the long-term ownership perspective, the active ownership approach, and also the legacy and the heritage that A.P. Moller brings as an owner to Ocean Yield is a perfect fit for the way that we've been thinking about our business. As I said, the biggest advantage probably of being private has been our ability to not just think long-term, but also act long-term. We definitely expect that to also continue with A.P. Moller Holding as the new leading shareholder. Mm. Second question. Regarding the Braskem situation, what would be the worst case scenario for Ocean Yield? Well, I think if we take a step back, and I think we've now discussed the Braskem situation on pretty much all the quarterly presentations the last year or so. First and foremost, I think that the discussion and the dialogue that we've had with Braskem has been very fruitful and been a very constructive and good one. I think the agreement that we have now in place also illustrates the importance of these vessels. These vessels are fully integrated into Braskem's trade and as such provide, I would say, mission-critical feedstock to Braskem's operations. I think that is the most important. The ships are important. They are, of course, modern. From an asset coverage rate per point of view, we have substantial headroom. On top of that, we have now received also a substantial cash upfront payment, which further enhances our situation. I think we are watching the situation very closely, but we're very confident and comfortable in the position that we sit as Ocean Yield. Good. That seems to be all the questions that we have received this morning. Okay. I think if there are no further questions, that concludes today's presentation. I would like to thank you all for watching the second quarter earnings presentation.
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