<![CDATA[Shipping — December 2020]]>Joakim Hannisdahl
@JHannisdahl
·
6 t
Some #VLGC talk of excessive docking schedule in 2021E, but it's actually on track to a very average 2.68% of the fleet's carrying capacity vs a generic 2.74% and 2.80% in 2020E (20 offhire days on intermediate, 30 on special survey)
#LPG #shipping #VLGC $AGAS $AVANCE $BWLPG $LPGhttps://twitter.com/JHannisdahl/status/1333558130777726978

]]>https://dev.proinvestor.com/forum/topic/400060/shipping-december-2020RSS for NodeTue, 09 Jun 2026 04:49:33 GMTTue, 01 Dec 2020 05:02:45 GMT60<![CDATA[Reply to Shipping — December 2020 on Wed, 30 Dec 2020 19:21:53 GMT]]>J Mintzmyer
@mintzmyer
·
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

]]>https://dev.proinvestor.com/forum/post/7966282https://dev.proinvestor.com/forum/post/7966282Wed, 30 Dec 2020 19:21:53 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 30 Dec 2020 19:18:23 GMT]]>Joakim Hannisdahl
@JHannisdahl
·
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

]]>https://dev.proinvestor.com/forum/post/7966283https://dev.proinvestor.com/forum/post/7966283Wed, 30 Dec 2020 19:18:23 GMT<![CDATA[Reply to Shipping — December 2020 on Tue, 29 Dec 2020 17:49:29 GMT]]>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!

]]>https://dev.proinvestor.com/forum/post/7966285https://dev.proinvestor.com/forum/post/7966285Tue, 29 Dec 2020 17:49:29 GMT<![CDATA[Reply to Shipping — December 2020 on Tue, 29 Dec 2020 14:45:35 GMT]]>Tak @Mcjean Hunt lyder spændende men jeg synes ikke at se nogen skærings dato for at være med i deres ekstraordinære udbytte? Eller om det er når de har fået pengene fra de skibe som er solgt.

]]>https://dev.proinvestor.com/forum/post/7966279https://dev.proinvestor.com/forum/post/7966279Tue, 29 Dec 2020 14:45:35 GMT<![CDATA[Reply to Shipping — December 2020 on Tue, 29 Dec 2020 14:34:37 GMT]]>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.

]]>https://dev.proinvestor.com/forum/post/7966284https://dev.proinvestor.com/forum/post/7966284Tue, 29 Dec 2020 14:34:37 GMT<![CDATA[Reply to Shipping — December 2020 on Tue, 29 Dec 2020 14:07:46 GMT]]>Jeg fatter heller nada

]]>https://dev.proinvestor.com/forum/post/7966281https://dev.proinvestor.com/forum/post/7966281Tue, 29 Dec 2020 14:07:46 GMT<![CDATA[Reply to Shipping — December 2020 on Tue, 29 Dec 2020 11:50:53 GMT]]>Hvilke shipping aktier er spændende? Lige udover Avance ?

]]>https://dev.proinvestor.com/forum/post/7966277https://dev.proinvestor.com/forum/post/7966277Tue, 29 Dec 2020 11:50:53 GMT<![CDATA[Reply to Shipping — December 2020 on Tue, 29 Dec 2020 10:51:06 GMT]]>calvinfroedge
@calvinfroedge
·
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

]]>https://dev.proinvestor.com/forum/post/7966275https://dev.proinvestor.com/forum/post/7966275Tue, 29 Dec 2020 10:51:06 GMT<![CDATA[Reply to Shipping — December 2020 on Mon, 28 Dec 2020 14:05:47 GMT]]>

]]>https://dev.proinvestor.com/forum/post/7966273https://dev.proinvestor.com/forum/post/7966273Mon, 28 Dec 2020 14:05:47 GMT<![CDATA[Reply to Shipping — December 2020 on Mon, 28 Dec 2020 05:42:33 GMT]]>Mærsk: Containerrater fortsætter vild optur
https://www.proinvestor.com/investornyt/670670/maersk-containerrater-fortsaetter-vild-optur

]]>https://dev.proinvestor.com/forum/post/7966276https://dev.proinvestor.com/forum/post/7966276Mon, 28 Dec 2020 05:42:33 GMT<![CDATA[Reply to Shipping — December 2020 on Fri, 25 Dec 2020 09:53:42 GMT]]>Jazzz@ når bare den stiger støt er det vel ok...... 😄

]]>https://dev.proinvestor.com/forum/post/7966280https://dev.proinvestor.com/forum/post/7966280Fri, 25 Dec 2020 09:53:42 GMT<![CDATA[Reply to Shipping — December 2020 on Thu, 24 Dec 2020 00:37:18 GMT]]>BW.. med al deres opkøb, så dropper de nok udbytte betalingerne.. håber det er en god ide
.

]]>https://dev.proinvestor.com/forum/post/7966274https://dev.proinvestor.com/forum/post/7966274Thu, 24 Dec 2020 00:37:18 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 20:00:28 GMT]]>Joakim Hannisdahl
@JHannisdahl
·
2 t
Baltic #LPG #shipping index +0% to $108/t (TCE $100k/d)

#VLGC $AVANCE $AGAS $BWLPG $LPG

]]>https://dev.proinvestor.com/forum/post/7966278https://dev.proinvestor.com/forum/post/7966278Wed, 23 Dec 2020 20:00:28 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 11:38:16 GMT]]>BW køber gevaldigt op i LPG i disse dage. Utroligt at Avance ikke stiger i dag.

]]>https://dev.proinvestor.com/forum/post/7966270https://dev.proinvestor.com/forum/post/7966270Wed, 23 Dec 2020 11:38:16 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 11:04:19 GMT]]>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

]]>https://dev.proinvestor.com/forum/post/7966269https://dev.proinvestor.com/forum/post/7966269Wed, 23 Dec 2020 11:04:19 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 07:32:52 GMT]]>Omsætningen i både BW-LPG og Avance her til morgen er minimal. Nordmænd er ikke meget for, at have aktier i juledagene. 😉

]]>https://dev.proinvestor.com/forum/post/7966268https://dev.proinvestor.com/forum/post/7966268Wed, 23 Dec 2020 07:32:52 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 07:18:32 GMT]]>Deres opkøb missede i 2018, jeg tror ikke de kikser denne her og jeg tror ikke der vil gå mange måneder, da markedet er spået til at blive godt frem til 2024, men alt kan ske!

]]>https://dev.proinvestor.com/forum/post/7966271https://dev.proinvestor.com/forum/post/7966271Wed, 23 Dec 2020 07:18:32 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 07:16:59 GMT]]>Vi skal lige huske at der er flere ejere i Avance, der er også en med 24% som måske er villig til at sælge til rette pris, men i kan være helt sikker på at de nok ender med en højere pris end småaktionærerne. Vi kan dog håbe at de må hæve prisen for at komme helt i land med opkøbet,

]]>https://dev.proinvestor.com/forum/post/7966266https://dev.proinvestor.com/forum/post/7966266Wed, 23 Dec 2020 07:16:59 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 07:16:46 GMT]]>😄

]]>https://dev.proinvestor.com/forum/post/7966265https://dev.proinvestor.com/forum/post/7966265Wed, 23 Dec 2020 07:16:46 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 07:14:38 GMT]]>@Helge 21:29 Yep har jeg regnet ud:-) Men hver gang jeg ser hans navn rejser hårene sig i nakken:-D

]]>https://dev.proinvestor.com/forum/post/7966263https://dev.proinvestor.com/forum/post/7966263Wed, 23 Dec 2020 07:14:38 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 07:11:01 GMT]]>Ikke megen reaktion fra markedet på opkøbssnakken.

]]>https://dev.proinvestor.com/forum/post/7966272https://dev.proinvestor.com/forum/post/7966272Wed, 23 Dec 2020 07:11:01 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 00:30:17 GMT]]>Synes hans udtalelse vedrørende købet af de 9% aktier virker lidt ledende 🙂

]]>https://dev.proinvestor.com/forum/post/7966261https://dev.proinvestor.com/forum/post/7966261Wed, 23 Dec 2020 00:30:17 GMT<![CDATA[Reply to Shipping — December 2020 on Wed, 23 Dec 2020 00:28:28 GMT]]>Hvis vi nu forestiller os at BW-LPG vil købe 100% af Avance, hvilken kurs tror i så Avance vil sælges til?

]]>https://dev.proinvestor.com/forum/post/7966267https://dev.proinvestor.com/forum/post/7966267Wed, 23 Dec 2020 00:28:28 GMT<![CDATA[Reply to Shipping — December 2020 on Tue, 22 Dec 2020 20:04:28 GMT]]>Lyder plausibelt ungeee.

]]>https://dev.proinvestor.com/forum/post/7966258https://dev.proinvestor.com/forum/post/7966258Tue, 22 Dec 2020 20:04:28 GMT