SFL Corporation offers high cash flow visibility through long-term charters across a diversified maritime fleet. Fundamentals are improving: dividend growth has resumed, the balance sheet is cleaner, and tanker spot exposure provides near-term upside. At 10x forward EV/EBITDA, SFL is not deep value, but the 8% yield is now better covered, and the dividend may rise further.
Colonial SFL, Socimi S. A. (IMQCF) Shareholder/Analyst Call Prepared Remarks Transcript
Colonial SFL, Socimi S. A. (IMQCF) Analyst/Investor Day Prepared Remarks Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 89 | $741.32 | $996.35 | $255.03 | 34.4% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,046 | $11,149.07 | $11,762.27 | $613.2 | 5.5% |
| BG Bart Gancher Intech Investment Management LLC | 32,507 | $309,318.78 | $365,216.14 | $55,897.36 | 18.07% |
Point72 Asset Management LP Point72 Asset Management LP | 88,328 | $953,059 | $998,548.04 | $45,489.04 | 4.77% |
Jeff Ameen Spire Wealth Management | 308 | $2,928.42 | $3,486.56 | $558.14 | 19.06% |
| Marine Transportation Industry | Industrials Sector | Ole Bjarte Hjertaker CEO | NYSE Exchange | G7738W106 CUSIP |
| BM Country | 24 Employees | 27 May 2026 Last Dividend | - Last Split | 17 Jun 2004 IPO Date |
SFL Corporation Ltd. stands as a pivotal entity in the maritime and offshore industry, focusing on the ownership, operation, and chartering out of vessels and offshore related assets. Catering to a broad spectrum of sectors within the maritime, shipping, and offshore industries, SFL Corporation has established itself as a versatile player. The company’s extensive portfolio includes engagements in oil transportation, dry bulk shipments, chemical transportation, oil products transportation, container transportation, car transportation, and drilling rigs operations. Its global footprint spans across strategic locations such as Bermuda, Cyprus, Liberia, Norway, Singapore, the United Kingdom, and the Marshall Islands. Originally founded in 2003 under the name Ship Finance International Limited, the company underwent a rebranding to SFL Corporation Ltd. in September 2019, marking a significant milestone in its corporate evolution. The company is strategically headquartered in Hamilton, Bermuda, positioning it at the heart of the maritime finance industry.