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b"Ted Young, CFO of Dorian LPG (LPG),\\xa0joined\\xa0J Mintzmyer's\\xa0Value Investor's Edge Live\\xa0on June 11, 2021, to discuss the LPG shipping markets and specific company prospects and capital allocation potentials. This interview and discussion is relevant for anyone with LPG sector investments, including Avance Gas (OTCPK:AVACF), BW LPG (OTCPK:BWLLF), Navigator Holdings (NVGS), and Stealth Gas (GASS).
Topics Covered

(1:45)\\xa0Overview of the current and mid-term LPG markets.


(7:00)\\xa0Any concern about the increasing VLGC orderbook?


(9:45)\\xa0Discussion about impending environmental regulations.


(11:15)\\xa0Interest in LPG dual-fuel retrofits? Economics?


(15:30)\\xa0Are rising steel prices impacting newbuild costs?


(19:30)\\xa0Will US LPG production, inventory, and export levels improve?


(22:30)\\xa0Update on scrubber program economics.


(24:15)\\xa0Are you interested in divesting the oldest 3 vessels?


(26:45)\\xa0Views on target leverage and minimum cash balance?


(30:15)\\xa0Appetite for more repurchases? Tender offer?


(31:30)\\xa0Any concern about share liquidity?


(34:45)\\xa0Potential for a new repurchase authorization?


(35:45)\\xa0Any additional impact from EEXI or other initiatives?


(40:30)\\xa0Any impact from the removal of Iran sanctions?


(42:30)\\xa0Impact from more OPEC oil and NGL exports?


(45:00)\\xa0Potential for a dividend? Structure? Special vs. regular?


(49:15)\\xa0Why choose Dorian over other VLGC peers?


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