Tankrederierne
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Tusinde tak for donation. Du får en Plus Profil hurtigst muligt. Forsat god weekend.
Helge -
Glem det Helge - jeg vil bare gerne bidrage og det jeg har adgang til nu er rigtig fin for mig.
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Peter Sand: "Tanker deliveries are soaring as demolitions hit decade-lows"....
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BIMCOs Peter Sand leverer en vare, der er i underudbud pt., og som derfor er vigtig for at balancere sidste uges rekordhøje rater:
"Through the first nine months of 2019, delivery activity has picked up substantially from last year, particularly in the crude oil tanker segment where deliveries are up 37% year-on-year. In the same period, there has been a 52% reduction in demolitions. When combining the two, the issue of troubling overcapacity is once again looming on the horizon," says BIMCO's Chief shipping analyst, Peter Sand."
Jeg synes især nedenstående bemærkning er interessant, nemlig at ordrebogsratioen i stigende omfang er forældet. Jeg må indrømme, at jeg ikke kan gennemskue, hvorfor han mener det:
"BIMCO has continuously underlined the irrelevance of the fleet-to-orderbook ratio, which is becoming increasingly outdated. A decade back, the ratio may have been relevant when the fleet and orderbook were of a comparable size. Instead, focus should nowadays be oriented towards the fleet development, carefully taking account of deliveries and demolitions."
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Kik en gang på Euronav sidste præsentation
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Ved det ikke følger den ikke
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overordnet tror jeg det er en god ide, men jeg kan ikke gennemskue det
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Tank-aksjene Cleaves Securities følger ventes å stige med 85 prosent de neste to årene.
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65.000 usd er en fin rate for VLCC - jeg reduceret mellem den 11-14/10 i Euronav og International Seaways da jeg var tilfreds med gevinsterne på disse. Det betyder jeg alene har for ca kr. 300.000 i disse nu mod før for langt mere og afventer lige om der kunne komme et dyk og dermed genkøbsmuligheder. Tsakos har jeg uændret - prissætningen på denne er helt skæv ift prissætningen på alle de andre Tankrederier..
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For en god ordens skyld skal jeg påpege, at vi her på Proinvestor ikke nævner beløb eller andre hints til privatøkonomien. Procenter er vi derimod meget glade for at få noget at vide om.
BH Helge -
ok noteret
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Jeg har i dag valgt at købe kraftigere ind i International Seaways, årsagen er jeg kan de raterne holder sig uændret højt oppe samt jeg tror på at vi snart fra dem vil se tilbagekøb eller kraftige udbytter. De har indenfor den sidste måned solgt deres andel af et LNG rederi og fået USD 123 mio samt tilbagebetalt USD 100 mio. Dette betyder de har reduceret deres gæld til 770 mio - deres egenkapital lå på 995 mio i 2 kvt. Ved en gns rate på vvlc på 44.400 på årsbasis tjener de 278 mio, ved gns rate på 72.200 tjener de 476 mio - deres børsværdi i aften er USD 728 mio. Da priserne var lavest på tank købte de otte skibe, min vurdering er disse vil kunne sælges til Ca 70-80 USD mio mere.
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Tsakos har lige offentliggjort følgende:
TEN LTD ANNOUNCES DELIVERY AND LONG-TERM CHARTER OF AFRAMAX CRUDE TANKER
Approximately $200 million in time-charter equivalent gross earnings over period of contract
55% of the Fleet with Exposure in the Spot Market
Athens, Greece - October 22, 2019 - TEN, LTD. (NYSE:TNP), a leading crude, product and LNG tanker operator, today announced the delivery of an aframax tanker, the first in a series of four advanced technology vessels, built against long-term contracts to a major US oil concern. The proceeds in time charter equivalent terms, equate to approximately $200 million over the minimum duration.
"TEN continues its tested policy of enhancing strategic relationships with major end users," Mr. George Saroglou, Chief Operating Officer of TEN stated. "With the charter markets moving in the right direction and with 37 vessels in the fleet with the ability to capture the rates upturn, TEN efficiently combines secured revenue generation and the ability to participate in the strong freight environment," Mr. Saroglou concluded.
ABOUT TSAKOS ENERGY NAVIGATION
ABOUT FORWARD-LOOKING STATEMENTS
Except for the historical information contained herein, the matters discussed in this press release are forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those predicted by such forward-looking statements. TEN undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.
Visit our company website at: http://www.tenn.gr 1
TEN, a pioneering energy company, founded in 1993 and celebrating this year 26 years as a public company, is one of the first and most established public shipping companies in the world.
TEN's diversified energy fleet consists of 70 double-hull vessels (pro-forma), constituting a mix of crude tankers, product tankers and LNG carriers (including one LNG newbuilding option), totaling 7.8 million dwt. -
Disse er solgt igen efter jeg hørte DHT holding samt fik kikket på kursmål på den, fik fin gevinst ud af denne - herudover halveret Euronav.
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Tre andre stærke tankrederier,nok pt mine favouritter, er Frontline (FRO), Navios maritime acquisition (NNA) og Scorpio Tankers (STNG).
Jeg var inde i STNG med gik ud d. 18.11, med en stor gevindst fordi jeg synes den var kommet for højt op og trængte til en korrektion. Måske er den allerede overstået. Jeg er dog ikke hoppet ind igen endnu.
Jeg kan anbefale at følge Kuppy. Her en artikel om valuation af STNG
https://adventuresincapitalism.com/2019/10/13/shipping-is-all-about-upside-leverage/
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