Shipping — Januar 2020

[Helge_LarsenPI-redaktør]

Dnb:
MARKET NEWS
LPG: VLGC rates are 3x YOY so far in January
Month to date VLGC rates are USD45k/day which is 3x the average of USD15k/day from January 2019. In our 14 October sector report “Back to BUY, June call did not play out”, we modelled for a seasonal bottom in Q1 at USD30k/day, but so far we have seen a daily low of USD38k/day early January compared to USD57k/day today.

[Bulder]

Helge, du har erfaring med det her. Plejer ham Hannisdahl at ramme med sine estimater?

[Helge_LarsenPI-redaktør]

På raterne ja..

[Helge_LarsenPI-redaktør]

Han har flere gange fået prisen som bedste analytiker på shipping.

[Helge_LarsenPI-redaktør]

Joakim Hannisdahl
@JHannisdahl
·
1 t
Very positive guidance from $OET (#BUY/N178) today! Above our forecast w a cumulative EPS of NOK 3.98 in 4Q19+1Q20. The share is only +NOK 1 in today's trading, m

[Helge_LarsenPI-redaktør]

J Mintzmyer
@mintzmyer
·
1 t
Phenomenal #CrudeOil #tanker #shipping #markets are on display. Will the market come to its senses?! #BUY $DHT $DSSI $EURN $INSW $TNKhttps://www.tradewindsnews.com/tankers/okeanis-vlccs-earning-staggering-121-000-daily-as-scrubber-savings-kick-in/2-1-741906

[Helge_LarsenPI-redaktør]

BullOnTank
@BullOnTank1
·
11 min
New report out from @PotenPartners

Some rates are a little down, but most are up

#oott #shipping #tankers $oet $fro $hunt $adsc $dht $nat $eurn $insw $tnp $tnk #VLCC #Suezmax #Aframaxhttps://twitter.com/BullOnTank1/status/1220002413668683776

[Helge_LarsenPI-redaktør]

Tank: https://www.proinvestor.com/index.php?p=debat_1&postid=81044

[CBA_Trader]

Morgen Helge, tak for link - det ser meget lovende ud for de kommende år på tankmarkedet

[Helge_LarsenPI-redaktør]

Per Hansen
@PerNordnet
·
10 min
Stigende brændstofpriser på grund af IMO 2020 er ikke tørlastindustriens eneste udfordring/bekymring: https://blog.nordnet.dk/2020-godt-aar-for-olietankere-men-fortsat-svaert-for-toerlast-containere-udfordret/ #aktier. ⁦@NordnetDK
⁩

[Helge_LarsenPI-redaktør]

God morgen.

[Helge_LarsenPI-redaktør]

Enig CBA

[karbold]

Godmorgen

[karbold]

Pyha det ser godt nok rødt ud idag

[Helge_LarsenPI-redaktør]

Det er frygten for spredning af influenza.

[Helge_LarsenPI-redaktør]

Den rammer bredt inden for transport

[Bulder]

Sjovt nok er APM i lille plus

[Helge_LarsenPI-redaktør]

De er mere hysteriske i Norge: https://e24.no/boers-og-finans/i/WbBo9G/virusfrykten-smitter-over-paa-oslo-boers

[Bulder]

Torm dog også nede 3½%. Men APM nu oppe 1,2%

[LP90]

skal da godt nok love for vi ser rødt idag