Laevandus

DHT 5,68 short, ülemise joone äärest.
Hakkab LNG ka rohkem merele pressima, siiani seganud selle kütuse kasutamist süsteemi kallidus.
As many as 20 ships in BW LPG's fleet could be sailing on liquefied petroleum gas in the coming years, CEO Anders Onarheim tells ShippingWatch.
Princess Alexia (2004) AG to India 61 päeva 22 141$
Mõnikord lihtsalt vaatad ja imestad, spy -3,55% ja TNK +7,4% ning DHT +5%
Tundub, et kui mina katan lühikest, tuleks minna pikaks topelt kogusega, viimased 3 korda on see ralli tekitanud. (kaks eri kontot 3+3k ostu orderid)
13 vlcc kõrgedelt hindadelt tühistatud.
Siin foorumis olen ka mainud pump and dump skeeme, üks nende tegijates Zack. Varsti võib näha suuremat liikumist mõnes nende nimetatud aktsias. Tänu temale kohtusin 2016 TNK -ga :)

https://www.hellenicshippingnews.com/promising-prospects-ahead-for-shipping-stocks-despite-coronavirus/
Hamilton, Bermuda, March 24, 2020

Dear shareholders,

On March 17, 2020 we indicated that the dividend for the fourth quarter 2019 could be expected to double in 1Q 2020. The timecharter for our fleet in 1Q 2020 will be about $45,000/day per ship. NAT has 23 suezmaxes. Operating costs are $8,000/day per ship.

The Board of NAT has decided that the actual dividend will be 14 cent per share for 1Q 2020 versus 7 cent for 4Q 2019. The dividend for 1Q 2019 was 3 cent per share.

The first quarter 2020 report will be announced May 18, 2020. The record date for the dividend will be Tuesday May 26, 2020 and the payment date will be Friday June 5, 2020.

NAT has an objective to prioritize dividend.

The market for our ships remains very strong.


Best regards,

Herbjørn Hansson
Chairman & CEO

Raudselt rallib, sest q2 võib sama litakas dividendi tulla.
Sama raudselt nagu sel päeval?




ymeramees
Sama raudselt nagu sel päeval?

https://i.gyazo.com/6dd207a61757f31f19be3deeaee778da.png


Vaata, U.S turg vähe erinev, mis meil, seal loetakse sündmuseks kui asi kinnitatud, meil siin nii, et lõika dividend nulli ja inimesed nagu eestlased ikka, ju siis peab nii olema ja elame edasi, järgmine aasta ikka antakse. (vahepeal keerab enda mõtlemise juba ka rajalt ära, kui seda ajupesu siin lugeda).
Vaata, USA turg on selline, et kui kõik seda juba teavad, siis see ei ole uudis.
ymeramees
Vaata, USA turg on selline, et kui kõik seda juba teavad, siis see ei ole uudis.


Millal selline uudis sinu arvates hindadesse tõmmatakse, et tankeriltel q4 ei tule tavapärastelt hea hooaeg, kui kõik tünnid täis ja contango ei tööta, et nõudlus ei taastu nii pea ja load kasvavad?

https://www.hellenicshippingnews.com/saudi-arabia-tanker-power-play-could-backfire-as-oil-demand-shrinks/

Kas sina julgeksid minna tankeris pikaks (või on see taaskord ) dividendilõks?
https://finance.yahoo.com/news/ten-ltd-reports-profits-fourth-120010825.html

Dividend 0,05 ja 50M tagasiost.
Lase ymera üks tees, mis edasi laevanduses juhtub, nagu siin foorumis öeldud, sa ikkagi autoriteet ja laia silmaringiga, ma vaid 5 aastat seda börsi lõhna vaikselt nuusutanud.
ymeramees
Vaata, USA turg on selline, et kui kõik seda juba teavad, siis see ei ole uudis.


+17%, teesi vist ei tasu oodata
Hi,

Thanks a lot for your two folders !

Well my view is that the oil market is likely to remain over-supply until the COVID-19 panic subsides. Oil this output has to be stored somewhere and the only viable option is floating storage.

The other thing is that the Oil curve is in a very steep contango, so probably trading houses are starting playing the curve right now. Buying spot & selling forward and pocket the difference – storage costs.

We may experience some volatility in rates but overall I think that the fundamentals of the tanker market are good for the timebeing, especially given the attractive valuation of the companies.

Thanks again !
Best,
Loic BEAUMONT
PORTFOLIO MANAGER
MIF : LA MUTUELLE D’IVRY (la Fraternelle) / 23 rue Yves Toudic / 75481 PARIS CEDEX 10
Tél. : 01 40 03 48 25 / loic.beaumont@mifassur.com
www.mifassur.com
NAT short 3,01 @10k


Nägemus
Jätan selle vastuse siia, saab näha, kas pakkumine läheb pihta.
Laevanduses on sama teema, nagu mul Leedu ja Läti firmadega.

DHT is my largest holding in the space, I think the company is overall well managed. Sad to say but I am
more comfortable being invested with the norwegian rather than the greeks !

Their breakeven point is rather low and they can last across trading cycles. Given what was released in Q4 presentation I wouldn’t be surprised to see an EPS of 0.7$ for Q1 & dividend nearby 0.4$. What’s going to be interesting is to see they were able to lock-in some rates last week for Q2
Visahing


Nägemus


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