Shipping — Januar 2021
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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
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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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We upgrade all our covered companies from SELL to BUY. Our top pick is Avance Gas (BUY/N55) exhibiting the highest financial and operational elasticity towards potentially improving fundamentals. We also see substantial upside in both BW LPG (BUY/N78) and Dorian LPG (BUY/$16).
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Hvorfor i alverden har ikke bare beholdt de høje kursmål han havde før han lavet en kortvarig nedjustering?
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@B.Andersen en oplagt tanke er vel for at kunne komme billiger ind
Selvom jeg bestemt mener det ikke er lovligt. -
Det er dybt utroværdigt at skifte kursmål på månedsbasis, når man samtidigt underliggende har et meget positivt syn på sektoren på årsbasis.
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Hvorfor ikke bare indskrive i analyserne, at der "bump" på vejen med svingende rater omkring lavsæson, kinesisk nytår m.m?
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Han opjuster sit kursmål på Avance til næsten det dobbelte på kort tid. Intet er ændret i hans forudsætninger siden han nedjusterede til kurs 30.
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Altså udover svingningerne i raterne pga midlertidig blokering i Panama.
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Her afslører han sig selv: "Market: VLGC spot rates have collapsed from recent highs, down from $111k/d at the peak 11 January and to $42k/d as of today. This is very much in-line with our report from 14 December. Spot rates at $42k/d are still strong, far above cash break at ~$22k/d and historical median spot rates at $26k/d since 1997"
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