)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Taylor Maritime Investments (TMI) investor relations material
Taylor Maritime Investments Trading Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading Update summary25 Jul, 2025
Financial performance and capital allocation
Charter revenue for Q1 FY25 was $37.3m, down from $61.8m in Q1 FY24 due to a smaller fleet and softer market rates.
Average TCE earnings were $11,284 per day, outperforming benchmarks by 11% (Handysize) and 20% (Supra/Ultramax).
Declared a 2 US cent interim dividend per share, maintaining the regular quarterly payout.
Net proceeds from vessel sales and cash were used to fully repay all bank debt in July; remaining debt is $46.4m, mainly from sale-leasebacks.
Cash and cash equivalents stood at $62.4m at quarter end, supporting strategic flexibility.
Fleet and portfolio developments
49 vessel disposals since January 2023 generated $806.9m in gross proceeds, with 10 sales since the last update totaling $176.3m at an average 1.1%–3.1% below FMV.
Fleet reduced to 18 Japanese-built vessels at quarter end, expected to decrease to 8 after announced sales, with an average age of 10.7 years.
Fleet value at 30 June 2025 was $338.0m, a 6.6% decrease quarter-on-quarter.
60% of covered fleet ship days for the year are secured at an average TCE rate of $12,915 per day.
Six additional vessel sales in 2H CY25 are expected to generate $128.7m in gross proceeds.
Market conditions and outlook
US-China tariff pause improved sentiment, but risks remain; direct impact on dry bulk trade has been limited so far.
Supra/Ultramax values declined amid cautious outlook due to forecast deliveries and low demolition rates.
Dry bulk demand expected to be modest for the rest of 2025 due to trade protectionism and lower global GDP growth.
Red Sea disruptions continue, with no near-term return to normal transit activity, supporting tonne-mile demand.
Medium-term outlook constructive, with net supply growth forecasts of 4.6% in 2025 and 3.8% in 2026, and a significant portion of the fleet approaching scrapping age.
Explain the strategic rationale for vessel disposals.
How does the company plan to use its strategic flexibility?
Assess the impact of trade protectionism on demand.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Taylor Maritime Investments earnings date
H1 202612 Dec, 2025
Next Taylor Maritime Investments earnings date
H1 202612 Dec, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Taylor Maritime Investments Limited, an investment company, engages in the acquisition, management and operation of dry bulk ships. The company was founded in 2014 and is based in Saint Peter Port, the United Kingdom.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage