Sellises 'suva mis nimi asjal' õhkkonnas võiks ka tankerit nimetada kruisilaevaks, bulk carrieri sõjalaevaks ja konteinerilaeva tankeriks. Ja õuna apelsiniks.
Mary had a little lamb
Little lamb, little lamb
Mary had a little lamb
Its fleece was white as snow
And everywhere that Mary went
Mary went, Mary went
Everywhere that Mary went
The lamb was sure to go
Panen vahelduseks ka sisukaid väljavõtteid sektorist
Little lamb, little lamb
Mary had a little lamb
Its fleece was white as snow
And everywhere that Mary went
Mary went, Mary went
Everywhere that Mary went
The lamb was sure to go
Panen vahelduseks ka sisukaid väljavõtteid sektorist
DHT Mustang (2018) start 15. veb kestvus 47 päeva AS/Taiwan 36,000$ (ümardan veits, ei tasu pahurdada)
DHT Leopard (2016) start 6 märts kestvus 95 päeva USG/Spore 29,000$
Näide, tänastest äppi tulemustest, et vlcc saab tegelikult päris pikalt ette ennustada ja vaadata ka nädala raportitest kaugemale. Nagu Euronav on öelnud, siis keskmiselt teeb üks vlccc 6 reisi aastas.
suezmaxi ja afra kohta äppi pole avastanud, et kui keegi teab, võib teada anda.
DHT Leopard (2016) start 6 märts kestvus 95 päeva USG/Spore 29,000$
Näide, tänastest äppi tulemustest, et vlcc saab tegelikult päris pikalt ette ennustada ja vaadata ka nädala raportitest kaugemale. Nagu Euronav on öelnud, siis keskmiselt teeb üks vlccc 6 reisi aastas.
suezmaxi ja afra kohta äppi pole avastanud, et kui keegi teab, võib teada anda.
DHT ka tulemused ukse ees
HAMILTON, BERMUDA, January 30, 2020 – DHT Holdings, Inc. (NYSE: DHT) will release its fourth quarter 2019 results after market close on Wednesday February 5, 2020.
TNK 20.veb
NAT 24.veb.
FRO 26 veb
HAMILTON, BERMUDA, January 30, 2020 – DHT Holdings, Inc. (NYSE: DHT) will release its fourth quarter 2019 results after market close on Wednesday February 5, 2020.
TNK 20.veb
NAT 24.veb.
FRO 26 veb
Finteli lehel komistasin otsa, päris kõvad vennad ikka, plaan võlg heal ajal ära maksta, 60% netost dividendiks, ülejäänud võla katteks.
https://seekingalpha.com/article/4319504-dht-holdings-co-ceos-on-vlcc-markets-podcast-transcript
https://seekingalpha.com/article/4319504-dht-holdings-co-ceos-on-vlcc-markets-podcast-transcript
Puistelasti vedajad alla OPEX-i. https://www.hellenicshippingnews.com/wp-content/uploads/2020/02/ALLIED-Weekly-Market-Report_02_02_2020.pdf
DHT tulemused OK.
Maksavad 32 senti kvartali dividendi (ise ootain 0,25-0,3) 60% neto kasumist.
Rekord tulu (analüütikute ootused olid natuke liiga pilves)- võib järgneda päeva alguses maha müük
Q1 58% ja $86,100 on lukus , pakun teise poole võib võtta tagasihoidlikult 30,000$ ehk keskmiseks 55K $ ja Q1 EPS ning dividend samasse suurusesse, natuke võib aidata kaasa ka kütuse hinna langus (kallis kütus 0,5% väävliga ca 200 tonnilt langenud siin loetud nädalatel).
Kui Hiina veel nafta ja gaasi ekspordi pealt tasusid kärbiks, läheks elu veel paremaks. OPEC lõikamine peaks hästi mõjuma, kuna siis veetakse veel rohkem kütust USA-st ja tonnmiilide hulk suureneb.
Q3 tuleb kasum suure tõenäosusega nagu ikka väikese miinusega või null, sõltub, millal tehased avatakse ja scrubberite paigaldus taastub. Siin mängib rolli hetke laevade asukoht ja haiguse puhang.
Oman
Maksavad 32 senti kvartali dividendi (ise ootain 0,25-0,3) 60% neto kasumist.
Rekord tulu (analüütikute ootused olid natuke liiga pilves)- võib järgneda päeva alguses maha müük
Q1 58% ja $86,100 on lukus , pakun teise poole võib võtta tagasihoidlikult 30,000$ ehk keskmiseks 55K $ ja Q1 EPS ning dividend samasse suurusesse, natuke võib aidata kaasa ka kütuse hinna langus (kallis kütus 0,5% väävliga ca 200 tonnilt langenud siin loetud nädalatel).
Kui Hiina veel nafta ja gaasi ekspordi pealt tasusid kärbiks, läheks elu veel paremaks. OPEC lõikamine peaks hästi mõjuma, kuna siis veetakse veel rohkem kütust USA-st ja tonnmiilide hulk suureneb.
Q3 tuleb kasum suure tõenäosusega nagu ikka väikese miinusega või null, sõltub, millal tehased avatakse ja scrubberite paigaldus taastub. Siin mängib rolli hetke laevade asukoht ja haiguse puhang.
Oman
Ca 37 päeva keskmiselt kulub scrubberite paigaldusele (nendel 12 laeva 25 st), kui laev hoolduses, seega võiks arvestada scrubberite tasuvusel paigaldamise hinda + 37 päeva saamata jäänud tulu. Cleaves vütab jämedalt 5M.
The average spread between VLSFO and HFO for the 15 bunkerings is $304per mt.- see on nüüd kõvasti väiksemaks vajunud ja saab näha, millal need 6 scrubberit ära paigaldatakse.
The average spread between VLSFO and HFO for the 15 bunkerings is $304per mt.- see on nüüd kõvasti väiksemaks vajunud ja saab näha, millal need 6 scrubberit ära paigaldatakse.
Pole ka see katku tema maas, nagu turg arvab.
Corona outbreak causes carriers to cancel sailings and postpone scrubber installations The coronavirus outbreak is now causing Maersk and MSC to cancel sailings, above all in the Pacific, while other shipping companies postpone scrubber installations. One such company is Stena Bulk. "We monitor it day to day," CEO Erik Hånell tells ShippingWatch.
Corona outbreak causes carriers to cancel sailings and postpone scrubber installations The coronavirus outbreak is now causing Maersk and MSC to cancel sailings, above all in the Pacific, while other shipping companies postpone scrubber installations. One such company is Stena Bulk. "We monitor it day to day," CEO Erik Hånell tells ShippingWatch.
Visahing
Pole ka see katku tema maas, nagu turg arvab..
Kuna tegu pole õnneks katkuga, siis see eriti ei koti kedagi. Turg ei eksi kunagi:)
Päris hull tarbimise langus, veidi ümardades 1 VLCC päevas nõudluse vähemine (vlcc 2M). Tankrid kukuvad nagu kevadised jääpurikad räästast. Mõni juba tipust -40%.
Mul oma filosoofia asjast, sa lisatud 4000tk @5,22
According to estimates from IHS Markit, the virus outbreak is set to knock out at least 1.7 million barrels per day (bpd) of refinery runs in China in February, compared to an otherwise projected growth of 760,000 bpd. This would be “the sharpest single-month decline of 1 MMb/d in history,” Xiaonan Feng, Research Analyst at IHS Markit, said this week.
“Refineries will likely need to extend their production cut throughout March in order to work off the excessive product inventory, but the magnitude of the reduction will likely come down to 500,000-600,000 b/d on a yearly basis if demand recovers following the resumption of business activities and easing of government restrictions,” Feng added.
Mul oma filosoofia asjast, sa lisatud 4000tk @5,22
According to estimates from IHS Markit, the virus outbreak is set to knock out at least 1.7 million barrels per day (bpd) of refinery runs in China in February, compared to an otherwise projected growth of 760,000 bpd. This would be “the sharpest single-month decline of 1 MMb/d in history,” Xiaonan Feng, Research Analyst at IHS Markit, said this week.
“Refineries will likely need to extend their production cut throughout March in order to work off the excessive product inventory, but the magnitude of the reduction will likely come down to 500,000-600,000 b/d on a yearly basis if demand recovers following the resumption of business activities and easing of government restrictions,” Feng added.
Madala väävliga 0,5% laeva kütus kukub kenasti alla.
Looking downstream, bunker prices have fallen 20%, to $461/mt at the end of January from $578/mt January 2. In part, the declines in 0.5% marine fuel are because of declines in front-month ICE Low Sulfur Gasoil futures, sources have said.
At Europe’s largest bunkering hub, Rotterdam, the spread has fallen 40.5% to be assessed at $176/mt on January 31, reaching its lowest levels since October 3, from $296/mt on January 2, S&P Global Platts data showed.
In the Mediterranean, the spread has fallen, but by a slightly lesser extent. The differential between 0.5% and 3.5% bunkers, delivered Gibraltar, was assessed at $192/mt on January 31, down 37% from $305/mt January 2.
USGC 0.5%S marine fuel was assessed at the end of January at $430.75/mt, down from an all-time high of $573.75/mt set January 3.
Looking downstream, bunker prices have fallen 20%, to $461/mt at the end of January from $578/mt January 2. In part, the declines in 0.5% marine fuel are because of declines in front-month ICE Low Sulfur Gasoil futures, sources have said.
At Europe’s largest bunkering hub, Rotterdam, the spread has fallen 40.5% to be assessed at $176/mt on January 31, reaching its lowest levels since October 3, from $296/mt on January 2, S&P Global Platts data showed.
In the Mediterranean, the spread has fallen, but by a slightly lesser extent. The differential between 0.5% and 3.5% bunkers, delivered Gibraltar, was assessed at $192/mt on January 31, down 37% from $305/mt January 2.
USGC 0.5%S marine fuel was assessed at the end of January at $430.75/mt, down from an all-time high of $573.75/mt set January 3.
suezmax tasud nädalaga -40%, kütuse hind -100$t
https://www.hellenicshippingnews.com/wp-content/uploads/2020/02/Affinity-Tanker-Weekly-2020-02-07-HSN.pdf
https://www.hellenicshippingnews.com/wp-content/uploads/2020/02/Affinity-Tanker-Weekly-2020-02-07-HSN.pdf
Nädala raportid, trend jätkub. Weber kujundused ringi teinud, graafikute asemel paremas servas konkreetsemad numbrid.
https://www.hellenicshippingnews.com/wp-content/uploads/2020/02/Weber-Weekly-Market-Report-06-20.pdf
https://www.hellenicshippingnews.com/wp-content/uploads/2020/02/Weber-Weekly-Market-Report-06-20.pdf
Keegi paugutab DHT-s calle, juunisse 7,1K võetud 6$ ja detsembris 5 ja 7$ strike vastavalt 2K ja 3K
Pump ka uuesti tööle pandud https://seekingalpha.com/article/4322896-euronav-buy-dips-and-enjoy-h2-2020
Pump ka uuesti tööle pandud https://seekingalpha.com/article/4322896-euronav-buy-dips-and-enjoy-h2-2020
Kuna selline ralli, sai 5K kinni pandud 6,07$.
https://www.hellenicshippingnews.com/wp-content/uploads/2020/02/Weber-Weekly-Market-Report-07-20.pdf
Keda huvitab, loeb ise,
https://www.hellenicshippingnews.com/gibson-tanker-report-fuel-flows-2/
Keda huvitab, loeb ise,
https://www.hellenicshippingnews.com/gibson-tanker-report-fuel-flows-2/
NAT tulemus väga nadi, liiga vara on lukku löödud veomäärad.
The average Time Charter Equivalent (TCE) achieved for the fourth quarter of 2019 across our fleet was about $31,700 per day per ship. So far in 1Q2020 about 70% of the trading days of our 23 suezmax units have been booked at an average TCE of $53,000 per day per ship. This is a strong improvement and an encouraging signal for increased dividend payments. Our operating costs are about $8,000 per day per ship.
The average Time Charter Equivalent (TCE) achieved for the fourth quarter of 2019 across our fleet was about $31,700 per day per ship. So far in 1Q2020 about 70% of the trading days of our 23 suezmax units have been booked at an average TCE of $53,000 per day per ship. This is a strong improvement and an encouraging signal for increased dividend payments. Our operating costs are about $8,000 per day per ship.
Tankerid on selle hinna pealt taas päris huvitavad, langus tulnud nafta tarbimisest ja lisaks iga aastane hooaeg ehk 1+1=2. Mis teeb asja huvitavaks, on see, et kui palju laevade ehitus hetkel seisab ja scrubberite paigaldus. Sai täna võetud näpuotsaga nii DHT kui TNK. Näen, et kui maailma lõpp ei tulem siis H2 võiks kena olla.
Sobib hetkel siia lisamiseks, et ei tasu investeerida pealkirjade põhjal. https://www.cnbc.com/2020/02/24/warren-buffet-interview-live-updates.html