Shipping — April 2020
-
Lidt tal idag allerede fra en lille spiller Concordia
-
-
Stiefel skriver i deres markedskommentar fra fredag/mandag i capital links ugentlige rapport at STNG ved de nuværende rater tjener 23% af sin markedsværdi hjem på 30dage.
-
@Henrikhot Nok fordi Crude Oil WTI Futures er oppe med 32 % lige nu
-
har lige suppleret i Nordic American Tankers Limited på 6,17. så må vi se
-
nede med 16 % i dag
-
for at balancere tankerportefølje lidt har jeg købt Energy Tranfer Equity (ET) som jeg har plus 72 % på
-
Typically, tankers are hired to store oil at sea for 60 to 120 days. In some cases, it may even go up to 180 days. In the spot market, a VLCC currently fetches at least $170,000 a day for its owner whereas a Suezmax is quoting at $90,000 a day. De laver altså virkelig mange penge I øjeblikket
-
Men når det så er sagt skal vi holde øje med dette : “The moment people who are storing the oil, start selling the oil at the same time as countries lift restrictions, then all these ships that are currently storing oil, will flood the market and the rates will come crashing down the way it went up,” the industry executive said.
Source: The Hindu Business Line -
Jeg er selv inde i Tsakos energy navigation, Frontline og Torm. Det bliver spændende når kvartalsregnskaberne vælter ind i maj for de forskellige tankerrederier. 2 kvartal kan blive helt euforisk, hvis tankraterne kan blive i tidens niveau Selv ved lavere niveauer, bliver der en pæn pose penge til investorerne
-
Countries that have social distancing measures in place now account for more than 90% of last year’s oil demand, Morgan Stanley research showed. Så jeg tænkere at der er en fair chance for at olie pris falder tilbage igen og oversupply vil fortsætte noget tid endnu og dermed gode rater til tank
Og så et shout out til Tnp der har fulgt godt med Nat, ligner lidt at folk der er strømmet ind efter Cramer/youtube bølgen har valgt aktierne der er billigst pr styk.
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind