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Dynagas LNG Partners LPInforme acción NYSE:DLNG

Capitalización bursátil US$130.0m
Precio de las acciones
n/a
1Y5.4%
7D-4.4%
1D3.1%
Valor de la cartera
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Dynagas LNG Partners LP

Informe acción NYSE:DLNG

Capitalización de mercado: US$130.0m

Dynagas LNG Partners (DLNG) Resumen de Acciones

Dynagas LNG Partners LP, a través de sus filiales, opera en el sector del transporte marítimo en Grecia y a escala internacional. Saber más

Análisis fundamental de DLNG
Puntuación del snowflake
Valoración4/6
Crecimiento futuro0/6
Rendimiento pasado5/6
Salud financiera3/6
Dividendos4/6

Recompensas

Cotiza un 88.1% por debajo de nuestra estimación de su valor justo

Los beneficios aumentaron un 34.3% el pasado año

Análisis de riesgos

Historial de dividendos inestable

Tiene un alto nivel de endeudamiento


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Competidores de Dynagas LNG Partners LP

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Dynagas LNG Partners
Precios históricos de las acciones
Precio actual de la acciónUS$3.68
Máximo en las últimas 52 semanasUS$4.45
Mínimo de 52 semanasUS$3.27
Beta0.53
Cambio en 1 mes8.88%
Variación en 3 meses-5.88%
Cambio de 1 año5.44%
Variación en 3 años29.12%
Variación en 5 años21.85%
Variación desde la OPV-79.56%

Noticias y actualizaciones recientes

Seeking Alpha • Jun 01

Dynagas LNG: The Discount Deepens As Value Builds

Summary Dynagas LNG continues to present a compelling deleveraging story with incremental upside potential. DLNG's fleet remains fully contracted, supporting stable cash flows and ongoing debt reduction. Despite a minor decline in the share price since my last update, the balance sheet has improved, boosting value for common unitholders. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Jun 01

Dynagas LNG: The Discount Deepens As Value Builds

Summary Dynagas LNG continues to present a compelling deleveraging story with incremental upside potential. DLNG's fleet remains fully contracted, supporting stable cash flows and ongoing debt reduction. Despite a minor decline in the share price since my last update, the balance sheet has improved, boosting value for common unitholders. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

Dynagas: Large Backlog, Unit Repurchases, And Net Income Growth Explosion

Summary Dynagas' contracted revenue backlog of nearly $1 billion and significant net income growth signal strong future business potential and undervaluation. DLNG has reduced interest-bearing debt, which should lower future interest expenses and boost net income and free cash flow. The Company's recent unit repurchase program and current stock price suggest the stock is undervalued, presenting a favorable investment opportunity. Risks include reliance on a limited number of clients and potential debt challenges, but overall, DLNG appears to be a buy. Read the full article on Seeking Alpha
Seeking Alpha • Jan 18

Dynagas LNG: An 8.8% Preferred Dividend Yield From LNG Vessels

Summary Dynagas LNG Partners reinstated dividends after refinancing debt, removing constraints on capital allocation, and maintaining strong cash flows. Q3 2024 results show $19.8M operating income and $15.1M net profit, with a net debt reduction to $280M. Preferred shares offer attractive dividends. Series A has a fixed 9% yield, while Series B offers a floating rate tied to 3M SOFR. Despite no current position, I may consider buying preferred shares close to $25, mindful of call risk. Read the full article on Seeking Alpha
Seeking Alpha • Jun 30

Dynagas LNG Partners Thesis Revisited After Nearly 2 Years

Summary Dynagas LNG Partners' positive aspects include long-term charters and strong financial position with backlog of $1.07 billion. Concerns arise from oversupply of vessels in the LNG carrier market and uncertainty regarding reinstatement of dividends to common unit shareholders. Ethical considerations regarding supporting Russian companies amid conflict with Ukraine contribute to decision to maintain Sell stance on DLNG. Read the full article on Seeking Alpha
Seeking Alpha • Apr 14

Dynagas LNG Partners: The Floating Rate Preferred Shares Currently Yield About 11%

Summary Dynagas LNG Partners has not paid a dividend on its common shares since 2019, making the preferred shares more attractive. The company's financial results show robust cash flow, which is good news for preferred shareholders. Dynagas is working on refinancing its debt, which could pave the way for the restart of distributions on common shares. Read the full article on Seeking Alpha
Seeking Alpha • Dec 11

Dynagas LNG Partners: Parking Cash In The 9.4% Preferred Shares

Summary Dynagas LNG Partners has frustrated common unitholders by not paying dividends on its common units. The partnership's operating and financial performance remains strong, but all incoming cash is used to reduce debt, leaving common unitholders frustrated. The preferred shares of Dynagas offer a fixed 9% preferred dividend and currently yield 9.4% making them increasingly attractive to income investors. Read the full article on Seeking Alpha
Seeking Alpha • Jul 21

Will Dynagas's Common Unitholders Ever Get Paid?

Summary Distributions for the Dynagas common units have been suspended since 2019 due to covenants with the partnership's lenders. The partnership has diligently worked to secure long-term contacts and to pay down the $675 million credit facility that restricts distributions to common unitholders. I will evaluate the ability to reinstate the distribution to the common unitholders. This will be weighed against the opportunity to purchase new vessels and grow the partnership. Read the full article on Seeking Alpha
Seeking Alpha • Dec 09

Dynagas LNG Partners LP Q3 2022 Earnings Preview

Dynagas LNG Partners LP (NYSE:DLNG) is scheduled to announce Q3 earnings results on Monday, December 12th, before market open. The consensus EPS Estimate is $0.08 (-66.7% Y/Y) and the consensus Revenue Estimate is $30.49M (-12.1% Y/Y). Over the last 2 years, DLNG has beaten EPS estimates 88% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward. Revenue estimates have seen 0 upward revisions and 1 downward.
Seeking Alpha • Sep 20

Dynagas LNG Partners: Becoming Less And Less Interesting To Me

Summary DLNG has continued to improve the ratio of assets to liabilities. This, in combination with future renewal and growth of fleet, will limit any dividend to shareholders. More importantly is the ethical issue of being invested in DLNG. Investment thesis Dynagas LNG Partners (DLNG) continues to reduce debt and increase equity. Its 6 LNG carriers are fully employed on period charters, with the Arctic Aurora on charter to Equinor (EQNR) becoming available only in the 3rd quarter of 2023. Arctic Aurora (DLNG website) Europe's dependence on Russian gas, which 83% of DLNG's fleet is employed transporting, will take time to switch to other sources. Before DLNG finally releases its Q2 and FH 2022 results, it is a good time to assess its status and also look into the ethical issue of being invested in DLNG. Financial results Why it takes the management almost three months to prepare a simple financial report is beyond my comprehension. As of writing this article on the 16th of September, it is still not released. After all, the company only has 6 vessels fully chartered out, so there are very few variables. All the net profit is going towards building equity and servicing debt and paying dividends on the preferred shares. DLNG assets and liabilities over the last 5 years (Data from DLNG. Graph by author) DLNG has certainly been able to reduce its liabilities, but we must also consider that the "pie" is shrinking as the book value of the assets is also going down. The ratio of assets to liabilities has gone from 1.48 five years ago to 1.65 as of the end of 2021. From its Q1 results, we know that DLNG's quarterly breakeven daily rate, including all operating G&A expenses, debt service payments and class survey costs, amounted to $55,300. The company managed to earn an average of about $62,200 per day per vessel. Fleet growth and renewal During the Q1 2022 results, DLNG's CEO Tony Lauritzen came out with the following statement: We continue our strategy of using our cash flow generation to deleverage our balance sheet and reinforce our liquidity so as to build equity value. This, we believe, will enhance our ability to pursue future growth initiatives. (Highlight by author) Herein lies the dilemma that the company faces. It is a small company with only 6 vessels. These vessels do need to be renewed over time. LNG vessels generally have a longer life than run-of-the-mill dry or wet bulk carriers. They should as they cost USD 240 million when they are new. The average age of DLNG's fleet is now 11.8 years, with half of the fleet being 15-year-old. These do still have another 10 years of life, at least. However, even though they can trade, there are already more efficient vessels owned by competitors, and just like your own computer and car gets old, so do ships. New and more efficient propulsion systems keep being invented. These may enable lower fuel consumption, lower pollution and lower operating costs and higher earnings from more cargo carried. One example of this is the recent collaboration between Siemens (SMEGF), Moss Maritime, Fearnley LNG, and DNV. The development is planned to have a hybrid combined-cycle power and propulsion plant called Ocean Green. Ocean Green concept LNG Hybrid vessel (Siemens Energy) To add or even just renew the fleet is expensive. This can only be done by adding equity to DLNG. This is also one reason why I believe that owners of the common units should not expect much dividend from 2024 when the company technically will be in a position to resume paying a dividend. An ethical dilemma I do understand that DLNG is not breaking any laws, as it is in compliance with applicable U.S. and EU sanctions. As of now, the current U.S. and EU sanctions regime have broadly exempted LNG shipping. Nevertheless, DLNG is trying to distance itself from the Russian companies that in effect control the money stream that gets into DLNG's bank account from the charter hire payments. Yes, we all know that even DLNG is registered in Marshall Islands, and Gazprom uses its trading company in Singapore, but it changes nothing. The gas comes from Russia and that is where the money ultimately goes. Money that is bankrolling Putin's regime's war against Ukraine. A war that most people can agree was started by them and is tragic on so many levels. DLNG was quick to point out that Gazprom Marketing and Trading of Singapore, is owned indirectly by Gazprom Germania. Gazprom Germania, including its subsidiaries, has been under the German government's control. Are they trying to say that the German government has any control over where the ships sail and where the gas can be exported? On 2nd September, DLNG's largest customer Gazprom decided to shut down the Nord Stream 1 gas pipeline indefinitely. European Commission chief spokesman, Eric Mamer, said: Gazprom's announcement this afternoon that it is once again shutting down Nord Stream 1 under fallacious pretenses is another confirmation of its unreliability as a supplier. Germany presently does not have any LNG import facilities. German LNG Terminal plans to build an import and distribution facility at the North Sea port of Brunsbuettel near Hamburg. It will have a capacity of 8 billion cbm. per year. The plan is to start operating latest by 2026. As a temporary solution, before the LNG terminal is ready, they have chartered 4 FSRUs on period charters, 2 of which come from DLNG's sponsor and main investor, the privately owned company Dynagas Ltd. It is becoming a "do as I say, not as I do" policy these days. One good example of this is Sweden which has a clear mandate from the Swedish people and an earlier announcement from the Parliament to stop importing Russian energy. Despite this, the country continues its imports. It just took a cargo of LNG from Russia being shipped on a small LNG vessel called "Coral Energy", owned and operated by the Dutch company Anthony Veder. As Ice-classed vessels, their target market was always going to be the export of LNG from the Russian Arctic and the Far East, as their competitive advantage would be that there is a limited number of Ice-classed vessels.
Seeking Alpha • Mar 04

Dynagas LNG Partners: With Less Power Comes Great Opportunity

The Russia-Ukraine war has not only put Russian companies on their knees, but it's also affecting any business that is/was relying on Russian clients/revenues. Dynagas LNG Partners LP went through some rough time in recent years, but since it reached a refinancing deal back in 2019, the partnership has made good progress. Although there was still a long way until the company would be released off the refinancing deal's chains, 2024 could be the light-year at the end of a five-year tunnel. However, the recent events are tightening the chains over DLNG's wrists, PUTIN-g the recovery at risk. With five out of its six-vessel fleet chartered to Russian entities/operations DLNG is facing a new, major, challenge. Does the clearly higher risk worth the greater potential reward? We believe that the answer is yes. It could get tricky, no doubt, but one way or another - DLNG can and should come out of this clean/er.
Seeking Alpha • Jan 01

Dynagas LNG: The 8.75% And 9% Preferred Shares Remain Very Attractive

Dynagas continues to perform well, but virtually the entire free cash flow is used to strengthen the balance sheet. This should result in a net debt of less than $400M by the end of next year. I'm still focusing on the preferred shares while Dynagas continues to reduce its leverage.
Seeking Alpha • Oct 08

DLNG: It Was Time To Say Goodbye, And Not "Good Buy"

No clarity as to what will happen with distribution for the common units. Fleet is getting less than optimal with newer better ships entering the market. Great uncertainties from 2024 after Qatar Gas takes delivery of at least 100 new large LNG vessels.
Seeking Alpha • Sep 04

Dynagas LNG: I Avoid The Common Units But Like The 9% Preferred Shares

Dynagas suspended the distribution on its common units in 2019, but still pays the preferred dividends. The excess free cash flow is used to rapidly reduce the net debt. The distributions on the common units will likely start again in a few years, but at that point the fleet age is approaching 15 years and charter rates may be lower. I like the preferred shares series A, which are trading at just over par.

Rentabilidad de los accionistas

DLNGUS Oil and GasMercado US
7D-4.4%-1.2%-2.6%
1Y5.4%29.2%14.3%

Rentabilidad vs. Industria: Los resultados de DLNG fueron inferiores a los de la industria US Oil and Gas, que obtuvo un rendimiento del 29.2% el año pasado.

Rentabilidad vs. Mercado: DLNG obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.3% el año pasado.

Volatilidad de los precios

Is DLNG's price volatile compared to industry and market?
DLNG volatility
DLNG Average Weekly Movement5.4%
Oil and Gas Industry Average Movement6.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: DLNG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de DLNG (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2013n/aTony Lauritzenwww.dynagaspartners.com

Dynagas LNG Partners LP, a través de sus filiales, opera en el sector del transporte marítimo en Grecia y a escala internacional. La empresa posee y explota buques de gas natural licuado (GNL). La flota de la empresa consta de seis buques de transporte de GNL y tres modernos buques de transporte de GNL de la clase Ice con tecnología de propulsión eléctrica diésel de tres combustibles.

Resumen de fundamentos de Dynagas LNG Partners LP

¿Cómo se comparan los beneficios e ingresos de Dynagas LNG Partners con su capitalización de mercado?
Estadísticas fundamentales de DLNG
Capitalización bursátilUS$130.01m
Beneficios(TTM)US$54.31m
Ingresos (TTM)US$157.46m
2.5x
Ratio precio-beneficio (PE)
0.9x
Ratio precio-ventas (PS)

¿Está DLNG sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de DLNG
IngresosUS$157.46m
Coste de los ingresosUS$43.41m
Beneficio brutoUS$114.05m
Otros gastosUS$59.74m
BeneficiosUS$54.31m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)1.49
Margen bruto72.43%
Margen de beneficio neto34.49%
Ratio deuda/patrimonio54.6%

¿Cómo se ha desempeñado DLNG a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

5.4%
Rentabilidad actual por dividendo
13%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/30 22:39
Precio de las acciones al final del día2026/07/30 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Dynagas LNG Partners LP está cubierta por 12 analistas. 0 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Richard GrossBarclays
Donald McLeeBerenberg
Kenneth HoexterBofA Global Research