Shipping — Februar 2020
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Ungee...se også 9,37
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asbjørnsen
I går kl 22:09
1396
Folk må begynde å ta det litt roleg her inne. Det er sterk vekst i forbruk, LPG er billegare enn alternativa, det blir i all hovudsak nytta til oppvarming og tilbereding."China is already the world’s largest LPG consumer, using about 874,000 bpd, only about five percent of which goes to the petrochemical sector." - eldre data, men framleis så er det veldig lite som går til petrokjemisk industri.
Dersom folk helde seg heime pga dette viruset så skal dei framleis
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Tak Henry...Jeg har ledt efter tallet til Bulder . Det er ikke ret meget som bruges i industrien.
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Dorian falderr 3,25%. Der er nok nogen som har sat næsen op efter udbytte. Konsensus er vist nok højere end resultatet blev.
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BW-LPG hænger lidt mere i bremsen.
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Når vi nærmer os regnskaberne er kurserne nok "normaliseret" igen.
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Pareto øyner kjøpsmulighet etter uberettiget kursnedgang
https://finansavisen.no/nyheter/bors/2020/02/05/7494951/pareto-oyner-kjopsmulighet-etter-uberettiget-kursnedgang -
Fra Dorians Q3 idag: Repurchased $8.6 million of shares of our common stock during the three months ended December 31, 2019 under the $50 million stock repurchase program our Board of Directors authorized on August 5, 2019.
Board of Directors authorized an increase to our stock repurchase program to repurchase up to an additional $50 million of our common stock. -
Dvs at nu skal der så igen købes egne aktier tilbage de næste 2 måneder i Dorian hvor efter der igen bliver 1 måneds stille periode optil næste kvartals meddelelse osv...
Generelt er de amerikanske virksomheders aktietilbagekøb for milliarder af dollar den primære drivkraft bag kursstigningerne og den foregår i de 2 måneder lige efter kvartals meddelelserne.
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Joakim Hannisdahl
@JHannisdahl
Most significant #oil #tanker spot movements today:#VLCC +4% to $16k/d
#SR +19% to $17.2k/d -
Bloomberg Energy
@BloombergNRG
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10 t
The coronavirus has made a grim situation for U.S. natural gas exporters even worse https://trib.al/CWfuM9N -
Det er LNG - ikke LPG.
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Morgen Helge, jeg har pt.
aktier i Hunter Group og BW-LPG samt Golden Ocean, kan du anbefale eller ved du hvilke andre rederier der betaler et godt udbytte, horisont ca. 2 år -
Min største position i rederier er Avance efterfulgt af BW-LPG. Har meget lidt Golden Ocean. I tank har jeg lidt Hunt, Fro, Okeaninis og Teekay og ADS.
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BullOnTank
@BullOnTank1
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18 min
#LPG close to #cyclical peak according to @JHannisdahl
. Top pick in sector is $avance gas.Can rates get as high as usd 100.000 during the season, that start next month and last for 5-6 months?
Download free analyse:
http://gersemiresearch.com/wp-content/uploads/2020/01/2020.01.31-Shipping-Report-2020-312-pages-Great-Year-in-the-Rear-Time-for-the-Rat-to-get-Fat.pdf https://twitter.com/BullOnTank1/status/1225315057204187136 -
Tak for svar Helge, hvordan med Avance og udbytte ?
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