Tasub pilku nende tulemustele keerata
Spot rates for VLGCs boomed in the second quarter, when earnings averaged at 450 percent above the level in the corresponding period last year. The recovery might continue in the coming years, assesses investment bank.
Tundub, et varsti analüütikude ennustusi enam oodata ei ole ja laevad saavad rahulikumates vetes sõita.
In late June, JP Morgan became the sixth bank in recent months to fully or partly dump shipping coverage, following on Credit Suisse, UBS, Seaport
Global Securities, the Maxim Group and fellow
bulge-bracket firm Morgan Stanley.
With Deutsche Bank’s restructuring no secret in
recent months, it was held as essentially even money whether its shipping-research team would become the next to fall...”(TradeWinds)
In late June, JP Morgan became the sixth bank in recent months to fully or partly dump shipping coverage, following on Credit Suisse, UBS, Seaport
Global Securities, the Maxim Group and fellow
bulge-bracket firm Morgan Stanley.
With Deutsche Bank’s restructuring no secret in
recent months, it was held as essentially even money whether its shipping-research team would become the next to fall...”(TradeWinds)
Nii näeb välja tankerite tsükli periood, kui tasud on tõusunud 2 aasta võrdluses märgatavalt. Eelmine aasta tehti ära ka põhi, seda näitab ilmekalt all olev tabel, kus näha vana rauaks müüdud laevade arv. Kuna lootus helgemale tulevikule, siis see aasta väga vaikne.
Tellimuste poolelt eelmine kuu olematu, see nädal nüüd lisandus 2 vlcc ja 2 suezmaxi.
Tellimuste poolelt eelmine kuu olematu, see nädal nüüd lisandus 2 vlcc ja 2 suezmaxi.
Õhelt laevalt teisele laadimine ehk näiteks afraga täidetakse vlcc (lühidalt eng. STS)
https://www.youtube.com/watch?v=JwtJKHYKtpk&feature=youtu.be&fbclid=IwAR2WauQOWIneiP-26B6huAJeC4TFfhy8xknVsmoOKKqPmMNJCT1qvOHtt8k
https://www.youtube.com/watch?v=JwtJKHYKtpk&feature=youtu.be&fbclid=IwAR2WauQOWIneiP-26B6huAJeC4TFfhy8xknVsmoOKKqPmMNJCT1qvOHtt8k
Teekay Tankers avalikustas tulemuste aja.
Thursday, August 1, 2019 at 12:00 p.m. (ET)
Kuna jõhkralt hooldusi, mälu järgi pannes 10 laeva , siis eps -0,12 ja 203M käive.ei üllataks, analüütikud positiivsemad eps -0,08
Thursday, August 1, 2019 at 12:00 p.m. (ET)
Kuna jõhkralt hooldusi, mälu järgi pannes 10 laeva , siis eps -0,12 ja 203M käive.ei üllataks, analüütikud positiivsemad eps -0,08
https://www.hellenicshippingnews.com/nordic-american-tankers-limited-expects-stronger-tanker-market-during-second-half-of-the-year/
NAT taas pumpab.
Mis aga huvitav, tulemused 16.aug aga juba lobiseb, palju raha tuli, tal kõik laevad suezmax.
The time charter equivalent per ship was about USD 14,500 per day during the second quarter of 2019
NAT taas pumpab.
Mis aga huvitav, tulemused 16.aug aga juba lobiseb, palju raha tuli, tal kõik laevad suezmax.
The time charter equivalent per ship was about USD 14,500 per day during the second quarter of 2019
The San Antonio pipeline operator has also begun construction on a second dock at its export terminal in Corpus Christi, Texas, that next year will be capable of loading tankers that carry up to 1 million barrels, known as Suezmax tankers, Freed said.
In the third quarter, EPIC will make the first deliveries into Corpus Christi on the new pipeline, one of three new pipelines helping to ease a crude oil bottleneck that has weighed on prices in the Permian of West Texas and New Mexico for more than a year.
Freed said the second dock would be completed in 2020 but did not say exactly when. He did not disclose the terminal’s expected export and storage capacity once it is completed.
EPIC will begin loading smaller Aframax tankers, which carry around 500,000 barrels, in Corpus Christi later this year.
In the third quarter, EPIC will make the first deliveries into Corpus Christi on the new pipeline, one of three new pipelines helping to ease a crude oil bottleneck that has weighed on prices in the Permian of West Texas and New Mexico for more than a year.
Freed said the second dock would be completed in 2020 but did not say exactly when. He did not disclose the terminal’s expected export and storage capacity once it is completed.
EPIC will begin loading smaller Aframax tankers, which carry around 500,000 barrels, in Corpus Christi later this year.
Hinnad liiguvad alla, nagu ikka Q2 ja sellest ka aktsia hindade langus.
TNK tulemused väljas, EPS kõvasti parem, kui oodati ehk -0.05
https://www.teekay.com/wp-content/uploads/2019/07/TNK-Q2-19-Earnings-Presentation.pdf
https://www.teekay.com/wp-content/uploads/2019/07/TNK-Q2-19-Earnings-Presentation.pdf
Lootust näha sendi aktsias rallit, short muidugi alles jäänud väga vähe. Tulu 202M ehk 1M panin mööda
They even beat the high and low estimates both. That means of all of those 'analysts'... they even beat the most optimistic of all of them. By almost every metric they beat everything. Considering the overall situation this is a very good result.
They even beat the high and low estimates both. That means of all of those 'analysts'... they even beat the most optimistic of all of them. By almost every metric they beat everything. Considering the overall situation this is a very good result.
ANTWERP, Belgium, 6th of August 2019 – Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) is pleased to announce that Euronav Luxembourg, a subsidiary of Euronav NV, has sold the VLCC vessel VK Eddie (2005 – 305,261 dwt) to a global supplier and operator of offshore floating platforms. A capital gain on the sale of approximately USD 14.4 million will be recorded during the current quarter. The vessel has been delivered to her new owners and will be converted into an FPSO and therefore leave the worldwide trading fleet.
Euronav’s reputation for providing high quality operational tonnage is appreciated in the offshore sector with the VK Eddie being the ninth vessel the Company has successfully introduced into an offshore project over the past decade.
Euronav considers regular fleet rejuvenation an important function of vessel management in providing quality services to its clients. With the transaction Euronav sold its oldest VLCC, bringing the total balance of its VLCC fleet to 42 VLCCs, with an average age of 6.7 years.
About Euronav
Euronav is an independent tanker company engaged in the ocean transportation and storage of crude oil. The Company is headquartered in Antwerp, Belgium, and has offices throughout Europe and Asia. Euronav is listed on Euronext Brussels and on the NYSE under the symbol EURN. Euronav employs its fleet both on the spot and period market. VLCCs on the spot market are traded in the Tankers International pool of which Euronav is one of the major partners. Euronav’s owned and operated fleet consists of 2 ULCCs, 42 VLCCs, 25 Suezmaxes and 2 FSO vessels (both owned in 50%-50% joint venture).
Euronav’s reputation for providing high quality operational tonnage is appreciated in the offshore sector with the VK Eddie being the ninth vessel the Company has successfully introduced into an offshore project over the past decade.
Euronav considers regular fleet rejuvenation an important function of vessel management in providing quality services to its clients. With the transaction Euronav sold its oldest VLCC, bringing the total balance of its VLCC fleet to 42 VLCCs, with an average age of 6.7 years.
About Euronav
Euronav is an independent tanker company engaged in the ocean transportation and storage of crude oil. The Company is headquartered in Antwerp, Belgium, and has offices throughout Europe and Asia. Euronav is listed on Euronext Brussels and on the NYSE under the symbol EURN. Euronav employs its fleet both on the spot and period market. VLCCs on the spot market are traded in the Tankers International pool of which Euronav is one of the major partners. Euronav’s owned and operated fleet consists of 2 ULCCs, 42 VLCCs, 25 Suezmaxes and 2 FSO vessels (both owned in 50%-50% joint venture).
HIGHLIGHTS
• Anticipated Q2 seasonal freight rate weakness
• Large crude tanker market fundamentals constructive into the winter
• Share buybacks total USD 27m (USD 0.12 per share) during first half
• Dividend of USD 0.06 to be paid in October
ANTWERP, Belgium, 8 August 2019 – Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) today reported its non-audited financial results for the first semester and second quarter of 2019 ended 30 June 2019.
Hugo De Stoop, CEO of Euronav said: “Our thesis for 2019 always anticipated freight rate weakness to start during the second quarter as larger and longer than usual refinery maintenance programs ahead of IMO 2020, OPEC production cuts and heavy delivery newbuilding schedule would exacerbate seasonal lower cargo volumes. This has been the case but we are disappointed not to have seen a recovery in the rates yet. Nevertheless, we remain constructive on freight rate recovery in the fourth quarter, based on continued US crude export volume growth and IMO 2020 preparation and its related induced reductions to vessel supply.”
• Anticipated Q2 seasonal freight rate weakness
• Large crude tanker market fundamentals constructive into the winter
• Share buybacks total USD 27m (USD 0.12 per share) during first half
• Dividend of USD 0.06 to be paid in October
ANTWERP, Belgium, 8 August 2019 – Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) today reported its non-audited financial results for the first semester and second quarter of 2019 ended 30 June 2019.
Hugo De Stoop, CEO of Euronav said: “Our thesis for 2019 always anticipated freight rate weakness to start during the second quarter as larger and longer than usual refinery maintenance programs ahead of IMO 2020, OPEC production cuts and heavy delivery newbuilding schedule would exacerbate seasonal lower cargo volumes. This has been the case but we are disappointed not to have seen a recovery in the rates yet. Nevertheless, we remain constructive on freight rate recovery in the fourth quarter, based on continued US crude export volume growth and IMO 2020 preparation and its related induced reductions to vessel supply.”
See nädal agususti lõpuks septembri alguseks 14vlcc vedu lukku pandud suurim hind 58 000päev. Tundub, et nafta järgi nõudlust selle hinnaga on.
NAT plaanis splitt 1:5, et investorite huvi tõsta.
https://www.nat.bm/nordic-american-tankers-nysenat-report-as-per-june-30-2019-first-half-of-2019-sends-promising-signals/
Lihtsalt huvitav arvuline fakt
he world Suezmax fleet (excl. shuttle, product & Jones Act tankers) counts 517 vessels at the end of 2Q2019. During 2018, 28 suezmax vessels were delivered from the shipyards and 21 vessels were scrapped. For 2019 we expect a similar number of new deliveries as in 2018. In 2020 we currently see 22 vessels scheduled for delivery.
https://www.nat.bm/nordic-american-tankers-nysenat-report-as-per-june-30-2019-first-half-of-2019-sends-promising-signals/
Lihtsalt huvitav arvuline fakt
he world Suezmax fleet (excl. shuttle, product & Jones Act tankers) counts 517 vessels at the end of 2Q2019. During 2018, 28 suezmax vessels were delivered from the shipyards and 21 vessels were scrapped. For 2019 we expect a similar number of new deliveries as in 2018. In 2020 we currently see 22 vessels scheduled for delivery.
LPG laevade määrad kõva hüppe teinud, kui Q2 sai üks firma 32K/päevas, siis Q3 on bronn 45K ja 80% bronnitud. (Avance Gas tulemused), sümpaatiast võiks LPG ticker kaasa joosta.
Frontline omandab päris huvitavalt palju laevu 10+4, nagu ikka, kunn ise annaks laenu (Hemen)
https://finance.yahoo.com/news/fro-frontline-acquire-fleet-suezmax-063028424.html
Transaction consideration to consist of (i) 16,035,856 ordinary shares of Frontline at an agreed price of USD 8.00 per share issuable upon signing; and (ii) a cash amount ranging from USD 538 to 547 million, payable upon the closing of the Acquisition.
To obtain earlier exposure to the vessels, Frontline has agreed to time charter all the ten vessels from Trafigura until closing of the Acquisition at a daily rate of approximately USD 23,000
Frontline has also agreed to charter five of these vessels back to Trafigura on three-year time charters at a daily base rate of USD 28,400 with a 50% profit share above the base rate
https://finance.yahoo.com/news/fro-frontline-acquire-fleet-suezmax-063028424.html
Transaction consideration to consist of (i) 16,035,856 ordinary shares of Frontline at an agreed price of USD 8.00 per share issuable upon signing; and (ii) a cash amount ranging from USD 538 to 547 million, payable upon the closing of the Acquisition.
To obtain earlier exposure to the vessels, Frontline has agreed to time charter all the ten vessels from Trafigura until closing of the Acquisition at a daily rate of approximately USD 23,000
Frontline has also agreed to charter five of these vessels back to Trafigura on three-year time charters at a daily base rate of USD 28,400 with a 50% profit share above the base rate
Frontline mõtleb edasi paugutada :
Shipping magnate John Fredriksen is in talks with a "major player" to purchase the company's fleet of VLCC ships, he says only a few days after his tanker carrier Frontline made public its acquisition of up to 14 suezmax vessels from Trafigura.
Shipping magnate John Fredriksen is in talks with a "major player" to purchase the company's fleet of VLCC ships, he says only a few days after his tanker carrier Frontline made public its acquisition of up to 14 suezmax vessels from Trafigura.
Nagu ikka esmaspäev uued tasumäärad väljas.
https://www.hellenicshippingnews.com/wp-content/uploads/2019/09/Weber-Weekly-38-19.pdf
https://www.hellenicshippingnews.com/wp-content/uploads/2019/09/Weber-Weekly-38-19.pdf
U.S. sanctioned one of the world’s biggest tanker owners
Spot charter rates, forward prices climbing sharply: brokers
https://www.bloomberg.com/news/articles/2019-09-26/tanker-costs-surge-as-chinese-firms-sanctioned-over-iranian-oil
Siit siis see tankerite ralli täna. (NAT,FRO,EURN,TNK)
Spot charter rates, forward prices climbing sharply: brokers
https://www.bloomberg.com/news/articles/2019-09-26/tanker-costs-surge-as-chinese-firms-sanctioned-over-iranian-oil
Siit siis see tankerite ralli täna. (NAT,FRO,EURN,TNK)