Shipping — Februar 2021
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Investeringspodcasten om stigende renter, oliepriser og tank: https://www.proinvestor.com/index.php?p=debat_1&postid=91109
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Joakim Hannisdahl
@JHannisdahl
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19 t
Baltic Dry Index Rises 17.46% to 1,756 in London
Capesize +28.76% to $15,856
Raket
RaketPanamax +17.08% to $21,323
RaketSupramax 58k tons +6.2% to $14,739
Handysize +4.51% to $12,440 https://twitter.com/JHannisdahl/status/1362026914450460677#DryBulk #Shipping
$DSX $EGLE $GBLK $GNK $GOGL $SBLK
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Investorerne er nervøse for regnskabet fra Avance i morgen. Der bliver solgt ud i dag.
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Artikel vedr. $GLNG fra 2020. Spændende læsning.. Jeg ejer ikke selv aktier i shipping.
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"Why Golar LNG Is One Of The Best But Overlooked Compounder Opportunities"
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https://www.globenewswire.com/news-release/2021/02/19/2178648/0/en/Avance-Ja det kom her klokken 08:00
Gas-Holding-Ltd-Reports-Unaudited-Results-for-the-Fourth-Quarter-and-full-year-of-2020.html -
Mærsk til møde med Citi: Kursmål er 19.130 kr.https://www.proinvestor.com/investornyt/672306/maersk-til-mode-med-citi-kursmal-er-19130-kr
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AGAS: $0,11 i utbytte, $40,759 i snitt i Q4.
HIGHLIGHTS
• The average time charter equivalent (TCE) rate was $40,759 on a discharge to discharge basis and $36,130/day on the basis of IFRS 15 accounting standard, compared to $23,283 and $21,524/day in Q3 2020 respectively.
• The full year 2020 TCE rate on the basis of IFRS 15 accounting standard was $32,418/day compared to $34,309/day in 2019. On a discharge to discharge basis, the rates were $32,862/day and $35,220/day respectively. -
Daily operating expenses (OPEX) were $9,419/day, compared to $9,256/day in Q3 2020. OPEX was impacted by change of technical manager and Covid-19 related crew change expense representing approx. $900/day in both Q4 and Q3. Full year 2020 OPEX was $8,968/day, up from $7,983/day in 2019. The operating expense is expected to normalise and recover from 2021.
• A&G expenses were $701/day, down from $727/day in Q3. Full year 2020 A&G expenses were $771 and $1,083 /day for full year 2019. -
The operating expense is expected to normalise and recover from 2021.
• A&G expenses were $701/day, down from $727/day in Q3. Full year 2020 A&G expenses were $771 and $1,083 /day for full year 2019.
• In January the Company entered into shipbuilding contracts for two 91,000 CBM, LPG Dual-Fuel VLGCs with Daewoo Shipbuilding and Marine Engineering (DSME) in South Korea, for delivery Q4 2022 and Q1 2023. -
In January, the Company announced the appointment of Kristian Sørensen as the new Chief Executive Officer of Avance Gas AS. Sørensen currently holds the position as CEO of the Oslo based shipbroker Fearnleys and will be joining the Company in April 2021.
• The board declared a dividend of $0.11 per share for Q4 2020.
• For the first quarter of 2021, 70% of vessel days is contracted for approximately $48,000/day on a -
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"The outlook for 2021 remains positive but subject to change with the volatile freight markets. Fundamentally it remains a positive outlook with US exports expected to grow year on year and demand in the Far East to increase with China being the main driver specifically with the new PDH plants amounting to a 2 million metric tons additional volume. Through a more robust oil price, it is expected LPG will remain the preferred petrochemical feedstock, offsetting the possibility of demand decline d
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due to naphtha switching.
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Fremragende regnskab fra Avance. Hæfter mig ved: "or the first quarter of 2021, 70% of vessel days is contracted for approximately $48,000/day".
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Det er svært at være uenig. https://finansavisen.no/nyheter/shipping/2021/02/19/7628023/avance-gas-knaller-til
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Markedet er åbenbart uenig. Måske det skyldes størrelsen på udbyttet?
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