Shipping — Marts 2020
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Her er måske årsagen til stigningen i LPG: https://www.hellenicshippingnews.com/china-to-resume-u-s-lpg-imports-as-beijing-waives-trade-war-tariff-sources/
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Sorry...Sparnord. Opslugte min "Sparbank" .
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Det vænner jeg mig aldrig til.
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Hvis insidersalget er slut er der meget mere i vente.
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Det er jeg meget enig med dig i. Insider-salget var btw sandsynligvis af ren teknisk karakter, da de købte d.1 og solgte d.15 eller noget i den stil. De diskuterer det på de norske aktiefora, og der er bred konsensus om, at det var af teknisk karakter. Det er jo altid betryggende, trods alt. Nu har den brede offentlighed (medier) i USA og Norge fået øjnene endnu mere op for Contango-delen og det forhold, at ikke alle i olieindustrien taber penge på den lave oliepris. Det tegner lovende
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Okeanis er der jeg pt. ser størst upside blandt de norske tankers.
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Opportunity in the COVID Crude Oil Contango
Harris Kupperman breaks down the chaos coronavirus has inserted into global oil markets & provides investors with an investment thesis based on that.
Real Vision (www.realvision.com)
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Fin start på dagen.
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