Shipping — Januar 2021
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Joakim Hannisdahl
@JHannisdahl
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2 t
Baltic #LPG #shipping index -9% to $69/t (TCE $54k/d) https://mobile.twitter.com/JHannisdahl/status/1352648484235653120#VLGC $AVANCE $AGAS $BWLPG $LPG
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10 skibe skrottet i uge 3 incl. 3 tankere. https://shipandbunker.com/news/features/risk-management/930055-weekly-vessel-scrapping-report-2021-week-3
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Unemployed Supertankers Are About to Get Junked on Asia’s Beaches. https://www.bloomberg.com/news/articles/2021-01-25/negative-rate-supertankers-about-to-get-junked-on-asia-s-beaches
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BW-LPG sælger
åbenbart ud med tab og presser kursen ned i Aavance. Det er et underligt spil som er i gang i LPG-sektoren lige nu. -
De har ringet til Frederiksen, men han ville ikke sælge til den rigtige pris og så presser de bare prisen ned og spørger ham så igen, hvis han stadigvæk siger nej så fortsætter de indtil han er mør, Problemet for dem er han kender gamet og kan spille BW og Dorian ud mod hinanden. En teori af mange, men det virker meget mystisk, mon vi ser et træk inden regnskab der kan forklare det uforklarlige.
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Du kan følge med i listen over de 20 største aktionærer i Finansavisens forum.
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@Prinsag man kan følge med her om deres positioner stiger og falder. https://www.avancegas.com/Investor-Relations/Largest-shareholders Men det er spændende om hvad agendaen er. Men en ting er sikkert jeg tør ikke være ude af Avance selvom jeg er gået i minus grundet jeg fordoblede min position lige inden den begyndte at falde.
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Joakim Hannisdahl
@JHannisdahl
·
2 t
Baltic #LPG #shipping index -6% to $65/t (TCE $50k/d)#VLGC $AVANCE $AGAS $BWLPG $LPG
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Have 'masters of the tanker cycle' DHT Holdings timed it right again? https://twitter.com/2contango/status/1353794620497518592?s=21
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Asian Shipbreakers Await Unemployed VLCCs Amid ‘Attractive’ Scrap Values https://gcaptain.com/asian-shipbreakers-await-unemployed-vlccs-amid-attractive-scrap-values/
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Alphaliner: 2020 blev et tumultarisk år for shippingindustrien https://www.proinvestor.com/investornyt/671472/alphaliner-2020-blev-et-tumultarisk-ar-for-shippingindustrien
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Joakim Hannisdahl
@JHannisdahl
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21 min
Baltic Dry Index Falls 6.01% to 1,659
Capesize -11.37% to $20,709
Panamax -0.33% to $13,607
Supramax 58k tons +0.53% to $12,743
Handysize +1.09% to $10,333#DryBulk #Shipping
$DSX $EGLE $GBLK $GNK $GOGL $SBLK
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oakim Hannisdahl
@JHannisdahl
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2 t
Baltic #LPG #shipping index -4% to $60/t (TCE $44k/d)#VLGC $AVANCE $AGAS $BWLPG $LPG
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Shipping/Bimco: Ubalance i forsyningskæder vil fortsætte i 2021: https://www.proinvestor.com/investornyt/671565/shipping-bimco-ubalance-i-forsyningskaeder-vil-fortsaette-i-2021
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Joakim Hannisdahl
@JHannisdahl
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2 t
Baltic #LPG #shipping index -2% to $59/t (TCE $42k/d)#VLGC $AVANCE $AGAS $BWLPG $LPG
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Hannisdahl opgraderer LPG til køb.
Full free 57-page report here: https://cleaves.no/post/lpg-shipping-update-buy-icarus-has-learned
#LPG #shipping #VLGC $AVANCE $AGAS $BWLPG $LPG
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