Shipping — Marts 2020
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Joakim Hannisdahl
@JHannisdahl
Having revised our #Oil #Tanker #shipping outlook with recent information as of early March, we see very few changes vs our earlier forecasts. https://twitter.com/JHannisdahl/status/1235896293479919618 -
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SEB hæver kursmålet på DS Norden til 115 fra 105, fastholder Buy. Bl.a. fordi de hæver NAV til 114 fra 103.
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SEB: We expect the tanker market to be relatively strong in 2020 despite the coronavirus epidemic, and based on Norden’s historical valuation level, we find a P/NAV multiple of 1.0x prudent in the current environment.
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Det er de færreste analytikere som ikke forventer et relativt stærkt 2020 i tank.
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Det afspejler sig desværre slet ikke i kurserne.
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Tanker report - Week 10
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@calvinfroedge
Clean tanker rates up again...way above YTD average...way above seasonal averages, https://twitter.com/calvinfroedge/status/1235978804268539906
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Den kære John Frederiksen har i dag købt 500.000 aktier i Avance Gas via Hemen Holding. Mener I følgende tyder på at manden stadig er bullish på LPG sektoren og at vi igen kan komme på vej op igen med gode rater - eller tror I det er til shoritng?
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Har du et link?
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Han købte i sidste uge?
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Korrekt Helge, men også i dag
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Super tak. Selvfølgelig tror han på selskabet. Han har dog tidligere vist, at at han gerne udlåner aktier til shortere.
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Omvendt har han rigeligt at låne ud fra i forvejen.
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Selv tak. Ja John er en hård hund på den front. Han har også haft gang i TRS på 3.000.000 i FRO idag, så der ka
n være han samler op
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'Fantastic' turn for tanker owners as Opec+ deal collapses
In a surprising development, 24 of the world’s largest oil producers are to pump at will from April, potentially leading to lower bunker costs and floating storage opportunitieshttps://www.tradewindsnews.com/tankers/fantastic-turn-for-tanker-owners-as-opec-deal-collapses/2-1-768959
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