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2016 10 316

1883282 201204
021-5077 5510

021-5077 5550

info@lmholdings.com

offshorelm.com

312
162

162

2573401580KN
162
20173

TSC
2TSC

TSC162

40CCS
TSCTSC
TSC

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 1 -

375JU2000E

N527
36FORESIGHTLeTourneau Super 116E
N527

70.0962.87.92145.3
35030000ABS

NIDC2
NIOCNIDC
2
NIDC
2NIDC75
NIDC380
NIDCHeydar BahmaniNIDC

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 2 -

3
Hercules Offshore3
3
HerculesHercules
261Hercules 262Hercules 26667000
636502
Hercules 2664
63
3HerculesHercules 261
Hercules 26213600011800067000Hercules 266
19100067000

1
312Floatel International
311

FloatelFloatel Triumph
Floatel TriumphInpex
IchthysFloatel TriumphSSAU 5000NG

500
Floatel TriumphFloatel54Floatel Superior
Floatel RelianceFloatel VictoryFloatel Endurance
FloatelPeter Jacobsson

Prosafe2
ProsafePemex1

Prosafe
ProsafeCotemar1

ProsafeCotemar20163
Safe RegencySafe
LanciaProsafe
2ProSafe20ProsafeCotemar

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 3 -

Transocean5
Transocean5
Transocean5Super B 400
Bigfoot2020
2013Transocean5
201620175
Transocean
6
Transocean2014
TransoceanTransoceanSuper B 400
Bigfoot40035000

TristarEshipsLPG
TristarOldendorff Carriers
Eships7LPG
9000
Tristar526500
2010)

10OldendorffEships
513200Eships BarracudaEships
CobiaEships Agamid2006Eships EagleEships Dugon2007
Eships20146Oldendorff
Oldendorff CarriersPeter BaghOldendorff
EshipsTristar
7Tristar20
Eugene Mayne

Tristar5650000MR
2

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 4 -

LNG
4LNG
234
1

LNG
4174000LNG4
LNG

FPU
201638
FPU
FPUP-5230
FPU20155

10
10
FPU

ExmarFLNG
ExmarPacific Exploration and ProductionPEPFLNG
20123ExmarFLNGLNG
15FLNG5016100
Exmar
LNGPEPExmar2016320176

ExmarFLNGFLNG
2016

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 5 -

Island Offshore2PSV
Island Offshore 2PSV
Island Dragon2014Island Duchess2013

Island Dragon20146Lundin
NorwayIsland Commander2009
Island OffshoreLundin Norway
Lundin NorwayPSV
Island OffshoreHavard Ulstein
Island DragonIsland OffshorePSV
Island DuchessIsland Offshore
PSV
2PSVIsland Offshore4PSV3LWI1ROV/

3550000
4
3213

1ABB
ABB
60
4
20163 51730

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 6 -

2500
52500
12002500

NITCMohammad Souri
52500

Mohammad SouriVesta Tamin International


SouriNIOCNIGC18%
9%50
SouriIranian Petroleum Contract4

3.7-3.11

Golden Destiny1513
2313,5806
92.52
650%
86.7%
13.3%100%2
0
Clarksons HellasY-EntecPha Rung16,500 DWT IMO-II
20186BS ShippingPha Rung26,500 DWT IMO-II
2018
Fednav434500
2018
Flensburger (FSG)22018
1338 GT1400 GT201714

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 7 -

KPC37

KPCKUFPEC
37KPC
KUFPECKUFPEC15
6315

38
25%2602017-2018170-220
102017-2018200-240
John Watson

LNG
ShanaLNG
LNG
LNGLNG

LNG
ChevronGorgonLNG
LNG
Gorgon540

70%LNG

LNG

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 8 -

2LNG6.5
382LNG
2LNG6.500.6020143
2LNG6.907

LNG
2NOVATEK39
LNG23

LNG2017LNG
LNG

39Nam Con Son


06.1
12660

Nam Con Son05.3/11

FLNG

DSMEDMSE
Satu
SatuE3Satu

BC-10

BC-10
BC-1010

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 9 -

Ancap
20128
10

310

ONGC

3.82/
Dharmendra Pradhan

8
8000

CNH
13
13.87800
125
12510

2.7-2.119480

638620093941987

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 10 -

IEA
IEA311
2
IEA40
/28/40%
IEA

31112.65%18

1112/12115/

20147111/

2X2X

1204400
2.5
4.6/
IEOC100%IEOC
EGPCPetrobel
195420

EniGoliat312
313Goliat

20122009300467
55.610100
65%Statoil35%

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 11 -

45%

CI-513
169045%
45%10%

NPD03530/11-11S30/11-11B

Songa DeltaDet norske


50%1011

5LNG
5
LNG700
5LNG2020-20214-3699.7LNG
2016-20172015-2016703.3675.6
LNG
2017

2015~2016 Brent Crude Oil

2015~2016 Henry Hub Natural Gas

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 12 -

(Total Supply)

117

123

123

119

(Marketed Supply)

69

71

72

77

(Marketed Contracted)

46

47

48

61

66.7%

66.2%

66.7%

79.2%

63

64

64

77

59

60

60

71

53

53

55

71

89.8%

88.3%

91.7%

100.0%

106

106

106

100

93

93

95

96

73

76

79

93

78.5%

81.7%

83.2%

96.9%

(Marketed Utilization)

69

73

73

80

64

64

65

70

43

43

43

56

67.2%

67.2%

66.2%

80.0%

165

166

165

154

155

155

156

150

130

130

126

132

83.9%

83.9%

80.8%

88.0%

97

96

97

106

87

86

87

97

46

47

46

74

52.9%

54.7%

52.9%

76.3%

838

850

849

875

733

736

741

790

546

553

558

694

74.5%

75.1%

75.3%

87.8%

Market contracted

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 13 -

(US$)

(US$)

(US$)

$369,000

$151,000

$229,000

$371,000

$238,500

$303,700

100

$735,000

$313,000

$538,000

(US$)

115

$491,667

$234,167

$356,900

(US$)

(US$)

(US$)

73

$592,000

$145,000

$360,600

33

$499,500

$200,000

$379,300

66

$641,000

$235,000

$472,700

(US$)

172

$577,500

$193,333

$404,200

(US$)

(US$)

(US$)

41

$376,000

$110,000

$253,450

152

$389,000

$75,000

$168,400

197

$192,000

$30,000

$114,000

25

$114,000

$51,000

$83,200

(US$)

419

$267,750

$66,500

$154,763

(US$)

(US$)

(US$)

10

$240,000

$120,000

$203,900

22

$151,000

$118,000

$128,820

(US$)

32

$195,500

$119,000

$166,360

<=4000

4001-7499

>=7500

4002,000kips

3500 1,999kips

350

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 14 -

104

77

27

74%

N/A

N/A

N/A

N/A

399

267

132

66%

48

42

87%

144

97

47

67%

43

33

12

72%

31

22

70%

N/A

N/A

N/A

N/A

678

463

215

68%

91

73

18

80%

35

30

85%

29

22

75%

23

17

26%

54

38

16

70%

16

11

68%

31

27

87%

N/A

N/A

N/A

N/A

100%

74

47

27

63%

116

89

27

76%

0%

&

12

33%

118

69

49

58%

111

88

23

79%

33

16

17

48%

75%

21

15

71%

N/A

N/A

N/A

N/A

184

104

80

56%

116

91

25

78%

N/A

N/A

N/A

N/A

22

18

81%

22

14

63%

50%

77%

0%

62%

N/A

N/A

N/A

N/A

61

44

17

72%

33%

,,
,

,!,,!

Copyright 2015 by Landmark Capital Ltd. All Rights Reserved

- 15 -