<![CDATA[Shipping — Oktober 2023]]>TID til uddannelse! Hvis nogen kan huske jeg lovede jer et link til en debat og har set den kan i nok huske det jeg omtalte som det nye inden for tank, nemlig transport af ammoniak om få år. De omtaler det også i videoen(tror Helge lagde den ind på en tråd) Her en artiklen om nævnte, sørg for at læse det HELE, da det spændende for LPG-ejere er i bunden af artiklen. God fornøjelse! https://oilprice.com/Energy/Energy-General/Hydrogens-Rise-Fuels-Global-Ammonia-Infrastructure-Growth.html

]]>https://dev.proinvestor.com/forum/topic/400094/shipping-oktober-2023RSS for NodeMon, 08 Jun 2026 21:15:10 GMTMon, 02 Oct 2023 09:50:32 GMT60<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 15:12:14 GMT]]>Tror ikke der går mange mdr. før de bestiller nye skibe til levering efter 2027, så begynder de i starten af 30'erne at afskibe dem de har fra 2015 -2016. eller også køber de en konkurrent. Der er jo brug for flere skibe i markedet nu når der er massive problemer ved Panama og måske Suez. Ammoniak er jo også klart omkring 2026-27.

]]>https://dev.proinvestor.com/forum/post/7969102https://dev.proinvestor.com/forum/post/7969102Tue, 31 Oct 2023 15:12:14 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 15:03:05 GMT]]>Princess er 15 år gammel og hører hjemme i Oslo og er uden Dual fuel eller scrubber, deres næstældste skib er fra 2015, så nu er alle deres gamle skibe afhændet.

]]>https://dev.proinvestor.com/forum/post/7969103https://dev.proinvestor.com/forum/post/7969103Tue, 31 Oct 2023 15:03:05 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 14:47:29 GMT]]>meglerhuset. BW LPG stiger 2,8 prosent.

]]>https://dev.proinvestor.com/forum/post/7969104https://dev.proinvestor.com/forum/post/7969104Tue, 31 Oct 2023 14:47:29 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 14:47:10 GMT]]>"Vi antar 50.000/45.000 pr dag i vår spotantagelse for 2024/2025. Ved å heve dette til 60.000 pr dag vil det implisere 6 dollar i resultat pr aksje/utbytte pr aksje for de to årene (nesten dobbelt så mye som nåværende estimater)", skriver meglerhuset. Pareto mener at LPG-fraktaksjene fortsatt er attraktive, med estimatmoment, attraktive utbyttepolitikker, sterke balanser og rabatter til NAV. "BW LPG er priset lavest på både NAV og multipler og gir det høyeste utbyttet for øyeblikket", skriver

]]>https://dev.proinvestor.com/forum/post/7969105https://dev.proinvestor.com/forum/post/7969105Tue, 31 Oct 2023 14:47:10 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 14:46:59 GMT]]>Pareto siger: følge Pareto Securities ryktes det om at BW LPG selger VLGCen "BW Princess" til rundt 65 millioner dollar til en asiatisk kjøper. Meglerhuset hadde estimert 60 millioner dollar i sin NAV-beregning. Enda mer interessant ifølge Pareto er meglerkommentarer rundt en ny toårsavtale for BW LPG India-skipet "BW Cedar", som har hatt en inntjening på rundt 36.000 dollar pr dag. Den nye kontrakten opplyses å gi en inntjening på 56.500 dollar dag frem til 2025.

]]>https://dev.proinvestor.com/forum/post/7969099https://dev.proinvestor.com/forum/post/7969099Tue, 31 Oct 2023 14:46:59 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 12:26:14 GMT]]>2020 BULKERS: SEB kutter kursmålet til NOK 90 (110), gjentar hold.

]]>https://dev.proinvestor.com/forum/post/7969100https://dev.proinvestor.com/forum/post/7969100Tue, 31 Oct 2023 12:26:14 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 12:24:55 GMT]]>GOLDEN OCEAN: SEB kutter kursmålet til NOK 75 (80), gjentar hold. Kepler kutter til NOK 113 (148), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7969098https://dev.proinvestor.com/forum/post/7969098Tue, 31 Oct 2023 12:24:55 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 11:09:26 GMT]]>raterne kan stikke helt af som nogen har spået!

]]>https://dev.proinvestor.com/forum/post/7969095https://dev.proinvestor.com/forum/post/7969095Tue, 31 Oct 2023 11:09:26 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 11:05:06 GMT]]>Det betyder VLGC godt kan glemme alt om Panama da de er sidst i køen, så sejltiden bliver væsentligt forlænget og med rater på 115k$ så bliver det en dyr fornøjelse!

]]>https://dev.proinvestor.com/forum/post/7969093https://dev.proinvestor.com/forum/post/7969093Tue, 31 Oct 2023 11:05:06 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 11:03:41 GMT]]>Fra Pareto i dag;

Shipping - Panama Canal cuts

According to a letter from the Panama Canal authority sent out yesterday, there will be extensive cuts to Panama Canal crossings into Q1. Normally, 36x vesels are passing, this has been reduced to 32. But now, this will be 24-25 in November, 22x in December, 20x in Januaru and 18x in February and "until further notice".

]]>https://dev.proinvestor.com/forum/post/7969097https://dev.proinvestor.com/forum/post/7969097Tue, 31 Oct 2023 11:03:41 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 07:39:50 GMT]]>DFDS får skåret kursmålet med 13 pct. hos Danske Bank https://www.proinvestor.com/investornyt/1071580/dfds-far-skaret-kursmalet-med-13-pct-hos-danske-bank

]]>https://dev.proinvestor.com/forum/post/7969092https://dev.proinvestor.com/forum/post/7969092Tue, 31 Oct 2023 07:39:50 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 06:57:12 GMT]]>Freight Route Liquid Petroleum Gas (Baltic) Futures (JLPV23) 119.094 +0.234 (+0.20%)

]]>https://dev.proinvestor.com/forum/post/7969094https://dev.proinvestor.com/forum/post/7969094Tue, 31 Oct 2023 06:57:12 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 05:23:51 GMT]]>Morning 🙂

]]>https://dev.proinvestor.com/forum/post/7969101https://dev.proinvestor.com/forum/post/7969101Tue, 31 Oct 2023 05:23:51 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Tue, 31 Oct 2023 04:51:01 GMT]]>Sløje nøgletal og skuffende regnskab sender asiatiske shipping-aktier ned https://www.proinvestor.com/investornyt/1071532/sloje-nogletal-og-skuffende-regnskab-sender-asiatiske-shipping-aktier-ned

]]>https://dev.proinvestor.com/forum/post/7969090https://dev.proinvestor.com/forum/post/7969090Tue, 31 Oct 2023 04:51:01 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Mon, 30 Oct 2023 13:16:06 GMT]]>TGS: SEB øker kursmålet til NOK 210 (185), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7969088https://dev.proinvestor.com/forum/post/7969088Mon, 30 Oct 2023 13:16:06 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Mon, 30 Oct 2023 13:15:51 GMT]]>FLEX LNG: Arctic øker kursmålet til NOK 338 (324), gjentar hold.

]]>https://dev.proinvestor.com/forum/post/7969086https://dev.proinvestor.com/forum/post/7969086Mon, 30 Oct 2023 13:15:51 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Mon, 30 Oct 2023 13:14:55 GMT]]>HOEGH AUTOLINERS: Pareto øker kursmålet til NOK 120 (110), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7969085https://dev.proinvestor.com/forum/post/7969085Mon, 30 Oct 2023 13:14:55 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Mon, 30 Oct 2023 13:12:57 GMT]]>FLEX LNG: Arctic øker kursmålet til NOK 338 (324), gjentar hold.

]]>https://dev.proinvestor.com/forum/post/7969084https://dev.proinvestor.com/forum/post/7969084Mon, 30 Oct 2023 13:12:57 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Mon, 30 Oct 2023 10:16:53 GMT]]>LPG...Joakim Hannisdahl
@JHannisdahl
PanCan transit delays are rising for VLGCs, w auction fees now said to be close to $2m again. Ballasters via CoGH is adding to tonne-miles

The US/FE LPG arb is now supportive of theoretical VLGC spot rates ~$184k/d, w spot (~$116k/d on Friday) expected to open the week in green https://twitter.com/JHannisdahl/status/1718942586507788719?s=20

]]>https://dev.proinvestor.com/forum/post/7969091https://dev.proinvestor.com/forum/post/7969091Mon, 30 Oct 2023 10:16:53 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Fri, 27 Oct 2023 09:46:53 GMT]]>TGS: Fearnley kutter kursmålet til NOk 210 (220), gjentar kjøp. DNB kutter til NOK 150 (155), gjentar hold.

]]>https://dev.proinvestor.com/forum/post/7969087https://dev.proinvestor.com/forum/post/7969087Fri, 27 Oct 2023 09:46:53 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Fri, 27 Oct 2023 09:46:32 GMT]]>PGS: Fearnley øker kursmålet til NOK 13,5 (12), gjentar kjøp. DNB kutter til NOK 10 (10,5), gjentar hold.

]]>https://dev.proinvestor.com/forum/post/7969080https://dev.proinvestor.com/forum/post/7969080Fri, 27 Oct 2023 09:46:32 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Fri, 27 Oct 2023 09:46:16 GMT]]>FRONTLINE: Arctic øker kursmålet til NOK 280 (279), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7969081https://dev.proinvestor.com/forum/post/7969081Fri, 27 Oct 2023 09:46:16 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Fri, 27 Oct 2023 09:45:58 GMT]]>HAFNIA: Arctic øker kursmålet til NOK 99 (92), gjentar kjøp.

]]>https://dev.proinvestor.com/forum/post/7969096https://dev.proinvestor.com/forum/post/7969096Fri, 27 Oct 2023 09:45:58 GMT<![CDATA[Reply to Shipping — Oktober 2023 on Fri, 27 Oct 2023 05:27:26 GMT]]>Containerrater stiger over 10 pct. i tredje ugeplus i træk https://www.proinvestor.com/investornyt/1069876/containerrater-stiger-over-10-pct-i-tredje-ugeplus-i-traek

]]>https://dev.proinvestor.com/forum/post/7969079https://dev.proinvestor.com/forum/post/7969079Fri, 27 Oct 2023 05:27:26 GMT