Shipping — December 2023
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der har været en del valuta bevægelse over de sidste dage (i nok / usd eller dkk / usd) der gjort de bevæget sig lidt atypisk
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enig i at der sidst på dagen bliver lagt pres i nedadgående retning de sidste par dage
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iøvrigt nok over den sidste månedstid
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men du har f.eks. set Dorian LPG bevæge sig positivt i 2-3 dage i streg hvor norske BWLPG og AGAS er gået den anden retning
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mest pga. valuta kursen
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anyway, det er vist "hell month" pt. før eller siden indhenter fundementalerne realiteterne, og de er at tank rater er gode, der tjenes rigtig gode penge nok og sandsynligvis langt tid frem. Det samme med LPG
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Bulk har jeg ikke helt overblik over, udover Nordens presentation hvor de forventer er forbedring medio 2024
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Tak i lige måde Rene.
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Godmorgen,
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Dorian LPG (LPG) is an Incredible Growth Stock: 3 Reasons Why https://www.proinvestor.com/investornyt/1091533/dorian-lpg-lpg-is-an-incredible-growth-stock-3-reasons-why
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Baltic Exchange
"Our Investor Indices White Paper looks at the various indicators provided by the Baltic Exchange for dry bulk and tanker shipping investors, how they are constructed and how they be used to help support entry and exit decisions in these sectors". https://www.balticexchange.com/content/dam/balticexchange/consumer/documents/The Baltic Exchange Investor Indices White Paper 2023.pdf
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BW LPG (BWLLF) Price Target Increased by 20.47% to 15.72 https://www.proinvestor.com/investornyt/1091741/bw-lpg-bwllf-price-target-increased-by-2047-to-1572
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(Urban. I linket kan du læse hvad større aktionærer gør i aktien)
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I hvertfald det seneste kvartal.
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Godmorgen
Og tak for interessante links @ProinvestorNEWS -
Mon der kommer mere hype på shipping i dag med flere rederier der undgår suez / det røde hav
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"Four Major Shipping Firms Halt Red Sea Route After Houthi Attacks" iflg zerohedge
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