Shipping — December 2020
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Omsætningen i både BW-LPG og Avance her til morgen er minimal. Nordmænd er ikke meget for, at have aktier i juledagene.
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Joeri
@joeriwestland
BW Group on a massive LPG sector buying spree lately.- Epic Gass
- Big NVGS stake
- Avance stake (through BWLPG)
- Now also bought Lauritzen Kosan.
Big vote of confidence in the future from the market leader, and consolidationhttps://twitter.com/joeriwestland/status/1341711559106719744
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BW køber gevaldigt op i LPG i disse dage. Utroligt at Avance ikke stiger i dag.
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Joakim Hannisdahl
@JHannisdahl
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2 t
Baltic #LPG #shipping index +0% to $108/t (TCE $100k/d)#VLGC $AVANCE $AGAS $BWLPG $LPG
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Mærsk: Containerrater fortsætter vild optur
https://www.proinvestor.com/investornyt/670670/maersk-containerrater-fortsaetter-vild-optur -
calvinfroedge
@calvinfroedge
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10 t
Every time I look at this graph I just ask myself "why aren't shipping shares higher"https://twitter.com/calvinfroedge/status/1343725954917687302/photo/1 -
Shipping er mange ting. Jeg har BWLPG som er størst og dem der lige har købt 10% af Avance og så har jeg Avance. Endvidere har jeg HUNT der lige har annonceret 1kr. i ekstraordinært udbytte på en ikke fastsat dato. Den står i 3.50 norske, så det er 28.5% afkast i ekstraordinært udbytte. De har 5 nye skibe tilbage med scrubbere og er Oslo's børs største opkøbskandidat ifølge visse mæglere. Ocean og Hafnia er andre. Har haft i både ocean og Hafnia men er gået all in i HUNT.
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Meldes ud på Ekstraordinær GF, skæringsdato etc. Håber den kommer i januar og udbetales i forbindelse med årsregnskab. Men indtil videre er du sikker på udbyttet når du køber aktier nu. Den vil selvfølgelig falde efterfølgende, men som mange andre shipping aktier så vurderes de nærmest kun efter "skrabeværdi", hvilket er helt gak!
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Joakim Hannisdahl
@JHannisdahl
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2 t
Not much data being published during Xmas, but #LPG #shipping Jan FFAs quoted +9% today to $110/t (TCE $102k/d). Last spot quote was $108/t, but there is likely upside to this quote given continued fleet delays#VLGC $AVANCE $AGAS $BWLPG $LPG
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J Mintzmyer
@mintzmyer
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21 min
Our 2021 Top Picks & Model Portfolios are now available at Value Investor's Edge. The last time #shipping stocks had this strong of a setup was Q4-18. In '19 our top picks returned 101%. Check out our exclusive research with a no obligation 2w free trial: https://seekingalpha.com/checkout?servi
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