Shipping — Marts 2020
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Joakim Hannisdahl
@JHannisdahl
#VLCC storage economics surging as #oil prices rout & strong contango developing in the futures curve. Contango now implies #VLCC earnings of $117k/d for 6 months & $77k/d for 1y -
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Helge, hvordan er din positionering i oil tankers? Jeg ved at du tidligere har sagt, at du har meget små positioner i Hunt og ADSC, men hvorfor egentlig? Jeg mener, at oil tankers er det mest attraktive ste
d at være pt pga Contango. Hvad tænker du? -
HUNT’s dividend policy aims to yield a competitive return on invested capital to the shareholders through a combination of dividends and share price development. Due to developing the Groups business investments, no dividend has been proposed for 2019.
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mollegade..Jeg har FRO, HUNT, OET, EURN, TNK og lidt andre fra US. De tre nordmænd fylder det meste.
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Den har jeg også lidt af ser jeg. Ikke en mængde som er værd at nævne.
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Indgår Avance Gas også i "Oil Tankers" for jer? Den er godt nok nede og vende i den her verdenssiutation
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Det indgår i det jeg kalder LPG-tankers.
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Ligesom der er et andet segment som er LNG-Tankers.
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Aaaah, modtaget!
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Nogen specifik grund til at ADSC med det flotte udbytte er blevet vejet og fundet for let?Hello! It looks like you're interested in this conversation, but you don't have an account yet.
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