<![CDATA[Shipping — August 2023]]>Godmorgen 🙂

]]>https://dev.proinvestor.com/forum/topic/400092/shipping-august-2023RSS for NodeMon, 08 Jun 2026 15:51:57 GMTTue, 01 Aug 2023 03:47:43 GMT60<![CDATA[Reply to Shipping — August 2023 on Thu, 31 Aug 2023 11:06:58 GMT]]>AVANCE GAS: ABG nedgraderer aksjen fra kjøp til hold, kursmålet økes til NOK 114 (113). DNB øker til NOK 108 (96), gjentar hold. Pareto øker kursmålet til NOK 120 (98), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7968824https://dev.proinvestor.com/forum/post/7968824Thu, 31 Aug 2023 11:06:58 GMT<![CDATA[Reply to Shipping — August 2023 on Thu, 31 Aug 2023 08:42:09 GMT]]>allerede nu er vi på 18 nkr. og jeg kan slet ikke tænke mig at vi ender under 40 kr. samlet, måske endda 50 hvilket så er ca.33%. afkast på køb på 155.

]]>https://dev.proinvestor.com/forum/post/7968825https://dev.proinvestor.com/forum/post/7968825Thu, 31 Aug 2023 08:42:09 GMT<![CDATA[Reply to Shipping — August 2023 on Thu, 31 Aug 2023 08:39:41 GMT]]>31.25nkr. må være målet i følge dem, men det giver ingen mening

]]>https://dev.proinvestor.com/forum/post/7968823https://dev.proinvestor.com/forum/post/7968823Thu, 31 Aug 2023 08:39:41 GMT<![CDATA[Reply to Shipping — August 2023 on Thu, 31 Aug 2023 08:32:54 GMT]]>Kursmål fra Pareto: 155

]]>https://dev.proinvestor.com/forum/post/7968817https://dev.proinvestor.com/forum/post/7968817Thu, 31 Aug 2023 08:32:54 GMT<![CDATA[Reply to Shipping — August 2023 on Thu, 31 Aug 2023 08:32:15 GMT]]>. Men vi forventer 20%+ af dagens aktiekurser udbetalt alene gennem 2023 – vi finder den risiko godt priset ind, og gentager KØB. Med nu nul nettogæld og et forventet afkast på 15 % på estimater et godt stykke under næste års FFA-kurve, er BW LPG vores bedste valg.

Kilde: https://online.paretosec.com/research/report/328574

]]>https://dev.proinvestor.com/forum/post/7968818https://dev.proinvestor.com/forum/post/7968818Thu, 31 Aug 2023 08:32:15 GMT<![CDATA[Reply to Shipping — August 2023 on Thu, 31 Aug 2023 08:31:43 GMT]]>Pareto: Q2-rapporterne for BW LPG og Avance viste begge stærk indtjening – og endnu vigtigere tungt udbytte. Da 3. kvartal bliver endnu bedre - og raterne nu stiger igen ind i 4. kvartal - hæver vi vores estimater igen. Halvvejs i ordrebogen er der stadig risiko her.

]]>https://dev.proinvestor.com/forum/post/7968820https://dev.proinvestor.com/forum/post/7968820Thu, 31 Aug 2023 08:31:43 GMT<![CDATA[Reply to Shipping — August 2023 on Thu, 31 Aug 2023 03:59:10 GMT]]>Godmorgen 🙂

]]>https://dev.proinvestor.com/forum/post/7968819https://dev.proinvestor.com/forum/post/7968819Thu, 31 Aug 2023 03:59:10 GMT<![CDATA[Reply to Shipping — August 2023 on Wed, 30 Aug 2023 12:25:07 GMT]]>Knalltall fra Avance Gas
"Det koker fortsatt i LPG-markedet og Avance Gas satt nesten ny inntjeningsrekord i andre kvartal". https://www.finansavisen.no/shipping/2023/08/30/8032326/knalltall-fra-avance-gas?internal_source=sistenytt

]]>https://dev.proinvestor.com/forum/post/7968822https://dev.proinvestor.com/forum/post/7968822Wed, 30 Aug 2023 12:25:07 GMT<![CDATA[Reply to Shipping — August 2023 on Wed, 30 Aug 2023 10:49:49 GMT]]>GOLDEN OCEAN: Clarksons kutter kursmålet til NOK 120 (130), gjentar kjøp. ABG kutter til NOK 188 (193), gjentar kjøp. DNB øker til NOK 142 (140), gjentar kjøp. Arctic kutter til NOK 103 (117), gjentar kjøp. Fearnley kutter til NOK 104 (122), gjentar kjøp. Danske Bank kutter til NOK 125 (130), gjentar kjøp. Mens Pareto gjentar hold og kursmål NOK 80.

]]>https://dev.proinvestor.com/forum/post/7968812https://dev.proinvestor.com/forum/post/7968812Wed, 30 Aug 2023 10:49:49 GMT<![CDATA[Reply to Shipping — August 2023 on Wed, 30 Aug 2023 10:49:28 GMT]]>BW LPG: ABG nedgraderer aksjen fra kjøp til hold og kutter kursmålet til NOK 140 (144). Pareto øker kursmålet til NOK 149 (123), gjentar kjøp. Fearnley øker til NOK 150 (138), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7968821https://dev.proinvestor.com/forum/post/7968821Wed, 30 Aug 2023 10:49:28 GMT<![CDATA[Reply to Shipping — August 2023 on Wed, 30 Aug 2023 10:48:44 GMT]]>Avance Gas Holding fikk et driftsresultat på 40 millioner dollar i andre kvartal 2023, mot 25 millioner dollar samme kvartal året før. Det fremgår av selskapets kvartalsrapport onsdag.

Nettoresultatet ble 36 millioner dollar (18).
Styret i selskapet har besluttet et kvartalsvisutbytte på 0,5 dollar pr aksje.

]]>https://dev.proinvestor.com/forum/post/7968815https://dev.proinvestor.com/forum/post/7968815Wed, 30 Aug 2023 10:48:44 GMT<![CDATA[Reply to Shipping — August 2023 on Wed, 30 Aug 2023 03:18:29 GMT]]>Bermuda, August 30, 2023

Key information relating to the dividend to be paid by Avance Gas Holding Ltd. for the second quarter 2023:

Dividend amount: $0.50

Declared currency: USD

Last day including right: September 6, 2023

Ex-date: September 7, 2023

Record date: September 8, 2023

Payment date: September 13, 2023

]]>https://dev.proinvestor.com/forum/post/7968811https://dev.proinvestor.com/forum/post/7968811Wed, 30 Aug 2023 03:18:29 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 11:34:59 GMT]]>BW OFFSHORE: SB1M kutter kursmålet til NOK 40 (45), gjentar kjøp. Pareto kutter til NOK 34 (46), gjentar kjøp. ABG kutter til NOK 40 (45), gjentar kjøp. Carnegie kutter til NOK 42 (45), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7968814https://dev.proinvestor.com/forum/post/7968814Tue, 29 Aug 2023 11:34:59 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:57:36 GMT]]>Takker! læg mærke til nav 149 det er stærkt

]]>https://dev.proinvestor.com/forum/post/7968809https://dev.proinvestor.com/forum/post/7968809Tue, 29 Aug 2023 05:57:36 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:36:40 GMT]]>he company maintains a positive market outlook and has increased its coverage for 2024 marginally (13% covered at USD 37,300/day now). They have also ‘resolved to work towards a dual-listing in the US’, where we would argue that their full pay-out model should work well

]]>https://dev.proinvestor.com/forum/post/7968807https://dev.proinvestor.com/forum/post/7968807Tue, 29 Aug 2023 05:36:40 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:36:26 GMT]]>Q3 guidance is positive as expected, with ~84% of fleet days booked at USD 65,000/day. Even though the residual should end up a bit lower, this will still mean spot rates of ~USD 75,000/day in Q3 – a strong number exceeding Q1 and the best since Q3 2015

]]>https://dev.proinvestor.com/forum/post/7968810https://dev.proinvestor.com/forum/post/7968810Tue, 29 Aug 2023 05:36:26 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:36:08 GMT]]>Mere BW-LPG fra Pareto:
• "To then conclude on the quarter, dividends are higher than expected, VLGC rates are broadly in line with our estimates (but below consensus), and the Product Services division is clouding the report due to its accounting standards".

]]>https://dev.proinvestor.com/forum/post/7968804https://dev.proinvestor.com/forum/post/7968804Tue, 29 Aug 2023 05:36:08 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:31:42 GMT]]>"ABG Sundal Collier tror BW LPG aksjen vil stige 2-4 prosent i et flatt marked.

«Andre kvartal noe lavere enn våre estimater teller negativt, mens guidingen er over konsensus og sterke verbale utsikter, inkludert potensiell notering i USA, er positivt», skriver ABG Sundal Collier."

]]>https://dev.proinvestor.com/forum/post/7968813https://dev.proinvestor.com/forum/post/7968813Tue, 29 Aug 2023 05:31:42 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:31:12 GMT]]>"Pareto Securities skriver at det var en kompleks rapport, med Product Services som bommet på topplinjen, men likevel en god underliggende drift.

«Vi ville kjøpt på enhver svakhet i dag, med god underliggende ytelse og vår netto eiendelsverdi (NAV) for tredje kvartal på 149 kroner», skriver Pareto."

]]>https://dev.proinvestor.com/forum/post/7968808https://dev.proinvestor.com/forum/post/7968808Tue, 29 Aug 2023 05:31:12 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:30:33 GMT]]>Pareto: BW-LPG. Køb på svaghed!
https://www.finansavisen.no/finans/2023/08/29/8032187/oslo-bors-apner-ned-shippingaksje-stuper-etter-skuffelse

]]>https://dev.proinvestor.com/forum/post/7968816https://dev.proinvestor.com/forum/post/7968816Tue, 29 Aug 2023 05:30:33 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:15:29 GMT]]>Det nåede jeg ikke Helge. Markedet kom til fornuft på få minutter. Aktien bør efter mening ende i et solidt plus i dag pga udsigterne for fremtiden.

]]>https://dev.proinvestor.com/forum/post/7968803https://dev.proinvestor.com/forum/post/7968803Tue, 29 Aug 2023 05:15:29 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:10:06 GMT]]>3 års udbytte så er aktierne tilbagebetalt,

]]>https://dev.proinvestor.com/forum/post/7968802https://dev.proinvestor.com/forum/post/7968802Tue, 29 Aug 2023 05:10:06 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:09:41 GMT]]>Bent..Fik du købt på panikken?

]]>https://dev.proinvestor.com/forum/post/7968799https://dev.proinvestor.com/forum/post/7968799Tue, 29 Aug 2023 05:09:41 GMT<![CDATA[Reply to Shipping — August 2023 on Tue, 29 Aug 2023 05:02:10 GMT]]>Ja du er mere konservativ, det har du altid været:-), men godt bud

]]>https://dev.proinvestor.com/forum/post/7968806https://dev.proinvestor.com/forum/post/7968806Tue, 29 Aug 2023 05:02:10 GMT