MANAGEMENT REPORT FOR 2007

 

The Year 2007 was a landmark in the history of Q Ship in more than one respect. Q Ship earned a record profit of QR. 621.366 million an increase of about 35.5% despite a fall in the freight markets in 2007 as compared to 2006. This was achieved through innovative strategies of selling two ships at peak prices, time chartering out the fleet at very attractive rates for a longer period of time and a tight control on cost despite a weakening dollar and a high inflation rate. At an operating level the company's fleet was operated efficiently without any major hitch and met with all Oil majors’ requirements. Qatar Engineering & Construction Company (Qcon), a wholly owned subsidiary, which was incurring losses even before its acquisition by Q Ship in 2004, earned a profit for the first time in 2007. The highlights of the year are given in the subsequent paragraphs.

 

Operations

 

During the year, Q Ship owned and operated a deep-sea fleet comprising 7 vessels with an aggregated tonnage of 427,622 Dwt. Q Ship vessels traded worldwide and called at terminals operated by most of the Oil majors and leading international charterers. The fleet of seven vessels excluded two vessels sold in January and February 2007. Q Ship continues to own one of the youngest fleets in the world with an average age of about three years.

 

 Year 2007 was another excellent year for shipping operations. Q Ship operated its clean product handymax tankers, the Jinan and Dukhan, on the spot market at very high rates till the middle of the year to take advantage of the high freight levels and thereafter these vessels entered into time charters for a period of three years each. This was timed well as the spot markets thereafter witnessed a significant downturn. The two gas tankers continued on their time charter, with the Almarona on a long term time charter to QAFCO. The Almajedah completed a two years charter  in January 2008 and immediately commenced a time charter with another international operator at an attractive rate. All the three aframax tankers continued in a blend of short and long terms charters ranging from two to five years and thus Q Ship continued to benefit from a high fixed rates.

This strategy enabled Q Ship to generate excellent profits during the year, while at the same time, through careful monitoring of the markets, ensuring that the fleet was also well covered with long term employment. Given that asset values reached record levels, in a strategic move to harvest high assets values at their peak, Q Ship sold the aframax tanker RUWAIS on 04th January 2007 and the product tanker ALNOMAN in February 2007, which generated excellent profits for the Company.

 

OPERATIONS

 

The table below gives the voyages performed by vessels fully owned by Q Ship during the year 2007. Q Ship owned vessels performed a total of 108 voyages and transported about 4 million metric tonnes of cargo.

TABLE - I

 

NAME OF VESSEL

TYPE OF VESSEL

DWT (MT)

VOYAGES

TOTAL CARGO CARRIED (MT)

ALNOMAN

(upto 08.02.2007)

Product/chemical tanker

37,256

                1

                                  32,799.86

JINAN

Product/chemical tanker

37,285

                  19

                                     592,062.83

DUKHAN

Product/chemical tanker

37,283

                  15

                                     461,951.29

RUWAIS

(upto 04.01.07)

Crude Oil/DPP carrier

106,054

                       -  

                                                    -  

UMLMA

Crude Oil/DPP carrier

106,054

                  15

                                  1,155,009.48

MESAIEED

 Crude/ Clean and Dirty Products

106,054

                  11

                                     812,828.12

KHAWR ALADID

Crude / Clean and Dirty Products

106,054

                    7

                                     545,554.71

ALMARONA

LPG carrier

17,446

                  24

                                     319,608.15

ALMAJEDAH

LPG carrier

17,446

                  16

                                     242,853.73

 

 Total

 570,932

                108

                                  4,162,668.17

 

The technical performance of the fleet continued to be excellent, with no significant down time during the year. Scheduled dry dockings were carried out for the vessels ALMARONA, ALMAJEDAH and JINAN in an optimum manner. In addition to the United States Coast Guard acceptance, all the vessels have had vetting inspections successfully done by most of the Oil majors and carried cargoes for most of them. The vessels have passed all port state control inspections without detentions. In addition, the Q Ship offices were successfully vetted by a leading Oil major company prior to one of our vessels being taken on time charter by them.

 

As in previous years, there was absolutely no pollution incident of any nature involving the Q Ship fleet and while we are proud of this achievement we continue to remain ever vigilant. The Q Ship ocean going fleet continued to have no claims affecting the Hull and Machinery Insurance, and thus renewal of all insurances continued to benefit from reduced premiums.

 

In June 2005, Q Ship had contracted for the building of four 82,200 Cubic metres Very Large Gas Carriers (VLGCs) with Hyundai Shipyard for delivery in the years 2008-2009. The process of setting up of a 50:50 joint venture company between Nakilat and Q Ship to own and operate these four vessels is under progress. The Q Ship team has been supervising the construction of these vessels and, as per indications available, these vessels are likely to be delivered as per their contractual delivery dates.

 

OFFSHORE SUPPORT SERVICES

 

The company continued to successfully execute the Qatar Petroleum (QP) contract of providing Harbour Towage, Pilot Boat services and Crew at Mesaieed port with four fully owned Tugs and two Pilot boats. Under another long-term contract with QP at Halul Island Terminal, we continue to operate successfully a fully owned tug “Wassit”, which is deployed as a tanker berthing assistance tug.  In order to cope with a request from Qatar Petroleum to meet the ever growing vessel movements at the port of Mesaieed, Q Ship chartered in two tugs and a Pilot boat and deployed them under a variation to the existing QP contract. Q Ship also received their Pilot Boat “Shaqra”, which had been ordered by Q Ship from the Damen Shipyard in the Netherlands and this boat entered into QP service in March 2007.

 

SAFETY & QUALITY

 

During the year Q Ship has maintained its commitment towards improving the safety culture in the organization. As a result it achieved continual improvement in it’s Quality, Safety, Health & Environment objectives. Q Ship also renewed it’s Certification for Quality Management (ISO9001:2000), Environment Management (ISO14001:2004) and Occupational Health & Safety Management (OSHAS18001:2007) after successful completion of an Audit at the end of 2007.

 

 

JOINTLY OWNED ACTIVITIES

 

Q Ship has investments in various types of joint ventures involving both shipping as well as non shipping activities.

 

I. LNG Shipping

 

Details of Q Ship's participation in LNG shipping are highlighted in table II below:

TABLE - II

 

No

Name of the Joint Venture Company

Q Ship’s share

Charterer

Vessel Name

1

India LNG Transport Co. (No.1) Ltd.

15%

Petronet, India.

Disha

2

Camartina Shipping Inc.

29.4%

RasGas II

Fuwairit

3

K/S Membrane I

25%

RasGas II

Maersk RasLaffan

4

Qatar LNG Transport Ltd.

20%

QatarGas

Dukhan

5

India LNG Transport Co. (No.2) Ltd.

15%

Petronet, India

Raahi

6

Peninsula LNG Transport No. 1 Ltd.

29.4%

RasGas II

Lusail

7

Peninsula LNG Transport No. 2 Ltd.

29.4%

RasGas II

Al Thakira

8

Peninsula LNG Transport No. 3 Ltd.

29.4%

RasGas II

Al Deebel

9

K/S Membrane II

25%

RasGas II

Maersk Qatar

 

As on 31st Dec 2007, Q Ship’s investment in the LNG ships was about QR. 459 million including shareholders loan.

 

II. Qatar Gas Transport Company (NAKILAT)

 

Q Ship has invested a total of QR.844 million in Nakilat representing 15% of the share capital of this company, which was formed as an integral part of the LNG supply chain for the State of Qatar. During the year under review Q Ship paid a sum of about QR. 422 million toward its contribution to the share of capital of the Company.

 

III. LPG Transportation: Gulf LPG Transport Company WLL (GLTC)

Q Ship has entered into an agreement with Nakilat to set up a 50:50 Joint Venture company with an equity capital of QR. 400 million, to be named Gulf LPG Transport Company WLL primarily for owning and operating LPG Carriers. This JV will, interalia, through special purpose companies own four Very Large Gas Carriers (VLGCs) which are presently under construction at Hyundai Shipyard, South Korea and are scheduled to be delivered in 2008-09.The process of setting up of the JV Company is on and is expected to be completed in the year 2008.

 

IV. Crude Oil Shipping: QM Tanker LLC

 

QM Tanker LLC is a 50:50 joint venture with Exxon Mobil. The JV owned two 1999 built Aframax crude oil tankers MT Ras Laffan and MT Valiant. However during 2008 both these tankers were sold at attractive prices. The JV Company is expected to be liquidated in due course.

 

V. Offshore Services: Halul Offshore Services Company WLL (HOSC)

 

Q Ship has 50% ownership in HOSC which owns and operates a fleet of vessels for offshore support services. During the year 2007 this Company owned a fleet of 26 offshore vessels with 6 more new builds expected to be delivered during 2008. In addition it also operated 13 in chartered offshore vessels. The boom in the oil and gas industry coupled with the increase in associated drilling activities has given a fillip to revenue and consequently the profits of this company which increased substantially during the year.

 

VI. Qatar Engineering and Construction Company WLL (Qcon)

 

Qcon made a profit of QR. 52.76 million on a Revenue of QR. 384.86 million after an interval of six years. This Company, which was acquired by Q Ship in 2004, was incurring a loss since 2001. All the three major divisions of the company namely Major projects, Maintenance and Marine Fabrication Yard contributed to the profits of the Company with a significant chunk of the profits coming from the Maintenance division. During the year the company added QR. 1.1 billion to its order book which included a contract award of US $ 212 million by Dolphin Energy for Low Common Sulphur Condensate Storage & Export Facilities – Tank Farm expansion project.

 

VII. Chemical Transportation: QIM Transport Inc (QIMT)

 

In QIMT, Q Ship has a 1/3rd participation along with Mitsui & Co and Iino Kaiun Kaisha Ltd of Japan. The JV was formed to jointly pursue chemical transportation business of mutual interest.

 

 

VIII. Qatar Quarries and Building Materials Company WLL (QQBMCO)

 

Q Ship is a 25% stake holder in Qatar Quarries and Building Materials Company which was established in May 2004 with an authorized capital of QR.120 million and it’s present paid up capital stands at QR.60 million. QQBMCO’s main objective is to stabilize the supply of Aggregates for construction activities in Qatar.

 

During 2007, QQBMCO earned a record profit of QR.72.26 million which added QR.18.06 million to Q Ship’s profit during 2007.

 

SHAREHOLDERS’ STATISTICS

 

At the end of 2007, there were 5236 shareholders. Individuals held about 40% of the shares whereas Qatar Petroleum (QP) and Qatar Navigation (QN) held about 18% and 15% respectively. The remaining 27% shares were held by other companies and establishments.

 

The highest and lowest prices at which the shares were traded during the year were about QR 75 and QR 52.10 respectively.

 

Market capitalization of the company was QR 6.58 billion or US$ 1.81 billion as on 31.12.2007.

 

FINANCIAL RESULTS

 

The net profit of the company during 2007 stood at QR.621.36 million as against QR.458.58 million in 2006, representing a rise of about 35.5%. The net worth of the company as on 31st December, 2007 stood at QR.4.71 billion (US$.1.29 billion) as compared to QR.3.42 billion (US$.0.94 billion) as on 31st December, 2006 representing a rise of about 37%.

 

 

K.K. Kothari

Chief Executive Officer