Euronav - de er i samme pulje som Frontline
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Gode informationer om de rater skibene er lukket til i Q4 - meget positiv for Euronav, prissat ca 30-30% under kursmål
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Ved et svineheld har en af de mest læste skribenter på Seeking Alpha netop skrevet en artikel om Euronav vs. Frontline i hvert fald m.h.t. de tos forskellige IMO 2020 strategi, hvilket jo nok så væsentligt:
"in my judgment, Euronav's strategy regarding IMO 2020 is superior to Frontline's. The spread between high and low sulfur may not be large enough to justify the costs of scrubbers in the final analysis. In addition, using the compliant fuel is a more environmentally responsible choice. And finally, discharging the waste produced may present logistical problems for shipping firms to the extent that discharge sites are unavailable where desired.
EURN also has a "second mover" advantage as described by Mr. De Stoop. It can decide to add scrubbers if the economics are justified and benefit from the expense of mistakes recognized in the early adoption of scrubbers."
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