ymeramees
Visahing.
Teistel on ammu silmad verised, aga sina jooksed igas teemas ringi, meri põlvini, kuid kahjuks püksata.
Saada oma konto number ja nimi ning võin sulle 5euri kanda kanistri ja tikkude jaoks.
Saada oma konto number ja nimi ning võin sulle 5euri kanda kanistri ja tikkude jaoks.
Saatsin juba, Erx.
Aga päriselt ka. Väike kogus enesekriitikat omada ei teeks paha.
Kui miski ei lähe nii nagu sa arvasid, siis vaata laukasse, teadsid vanad eestlased rääkida.
Aga päriselt ka. Väike kogus enesekriitikat omada ei teeks paha.
Kui miski ei lähe nii nagu sa arvasid, siis vaata laukasse, teadsid vanad eestlased rääkida.
ymeramees
Saatsin juba, Erx.
Aga päriselt ka. Väike kogus enesekriitikat omada ei teeks paha.
Kui miski ei lähe nii nagu sa arvasid, siis vaata laukasse, teadsid vanad eestlased rääkida.
Jah, eks selles ole sul küll terake õigust, aga pideva targutamise asemel võiksid mõnikord ka miskit asjaliku lisada, nagu näiteks, miks need analüütikute ennustused nii erinevad on reaalsest tulemusest ja kõiguvad erinevatel lehtedel. Näita ka ükskord üles targutamise asemel, et oskad ka asju seletada. All pildil Yahoo arusaam tulemustest ja Morningstari oma.
NAT weekly average rate report Nov 16, 2018.
Suezmax $48,400 per day- mina pole 2 aasta jooksul nii palju näinudki, FRO brake even seal 18,6K ehk 20K päevas tuleb cashi sisse, sellise tasuga.
Aframax $28,400 per day
Ja TNK enda nädala uuendus, weberi põhjal.
https://docs.google.com/viewerng/viewer?url=https://www.teekay.com/wp-content/uploads/2018/11/current_tanker_rates_nov16.pdf
Suezmax $48,400 per day- mina pole 2 aasta jooksul nii palju näinudki, FRO brake even seal 18,6K ehk 20K päevas tuleb cashi sisse, sellise tasuga.
Aframax $28,400 per day
Ja TNK enda nädala uuendus, weberi põhjal.
https://docs.google.com/viewerng/viewer?url=https://www.teekay.com/wp-content/uploads/2018/11/current_tanker_rates_nov16.pdf
Kõik head uudised tankeritele
US production hit a record 11.7 million bbl/day last week.
Russian output also hit a record 11.4 million bbl/day in October.
OPEC production rose another 127,000 bbl/day to 32.9 million bbl/day in October, on higher output from the UAE and Saudi Arabia.
Saudi Arabia says it will cut shipments by 500,000 bbl/day in December, but stopped short of announcing any production cuts. The kingdom is expected to produce a record 11 million bbl/day this month
Backwardation has disappeared on both Brent and WTI, leaving both benchmarks firmly in contango.
The number of short positions have increased considerably for Brent, while traders continue to unwind long positions. WTI saw an increase in shorts, while longs remain relatively stable.
Oil prices managed to catch a small bounce late in the week, but clearly remain in a downtrend since the beginning of October.
US production hit a record 11.7 million bbl/day last week.
Russian output also hit a record 11.4 million bbl/day in October.
OPEC production rose another 127,000 bbl/day to 32.9 million bbl/day in October, on higher output from the UAE and Saudi Arabia.
Saudi Arabia says it will cut shipments by 500,000 bbl/day in December, but stopped short of announcing any production cuts. The kingdom is expected to produce a record 11 million bbl/day this month
Backwardation has disappeared on both Brent and WTI, leaving both benchmarks firmly in contango.
The number of short positions have increased considerably for Brent, while traders continue to unwind long positions. WTI saw an increase in shorts, while longs remain relatively stable.
Oil prices managed to catch a small bounce late in the week, but clearly remain in a downtrend since the beginning of October.
Meil üks tegi TNK kohta ka täpsema arvutuse ära, kus huvilised saavad täpsema tasuvuse punkti seisude jälgimiseks.
I learned that G&A expense in Q1 was 9.7m. In Q2 it was 9.4m. In Q3 it was 8.7m.
Just using round numbers we can estimate $9m G&A per Quarter.
Q4 total payments due is $33m. $9m+33m= $42m
Q4 total spot days available is 4,693. Fixed rate days for Q4 is 370. Total days = 5063 in Q4
$42m divide by 5063 days= $8,295 total G&A and payment expense per vessel per day (fleet average).
If running cost is $8000 per day average then break even across the whole fleet is $16,295 in Q4
I found all that data inside of the recent reports (small print) so it's safe to say break even is between $16k and $17k per day average across the fleet.
I learned that G&A expense in Q1 was 9.7m. In Q2 it was 9.4m. In Q3 it was 8.7m.
Just using round numbers we can estimate $9m G&A per Quarter.
Q4 total payments due is $33m. $9m+33m= $42m
Q4 total spot days available is 4,693. Fixed rate days for Q4 is 370. Total days = 5063 in Q4
$42m divide by 5063 days= $8,295 total G&A and payment expense per vessel per day (fleet average).
If running cost is $8000 per day average then break even across the whole fleet is $16,295 in Q4
I found all that data inside of the recent reports (small print) so it's safe to say break even is between $16k and $17k per day average across the fleet.
Homme EURN tulemused, tegemist ühe kõvema juhtkonnaga firmaga tankeri sektoris, eeldan beat. Kuna aga CEO nendel üliaus, võib conf kõne aegu hind ka langusesse minna, kui OPEC kärpe mõju väga tõsiseks peab, lisaks VLCC tuleb ikka palju laevu 2019.Kes pupsu peale kaubelda tahab, siis $9.5 siht kohe turu alguses, enne kõnet.
Kuidas Iraan sanktsioonide kiuste ära ajab, 25 VLCC saatjad väljas lisaks STS bisness.
https://seanews.co.uk/news/industry-related-news/irans-tanker-fleet-goes-off-grid-post-sanctions/
https://seanews.co.uk/news/industry-related-news/irans-tanker-fleet-goes-off-grid-post-sanctions/
Visahing
Kas mõni targem oskab ka kommenteerida, kas analüütikutel üldse ajusid pole?
TNK on 3 kvartalit järjest rämedalt löönud tulu ja IB pilt näitab ootust 2018 q4 rahas 108M.
Kas on veel sektoreid, kus nii mööda pannakse? See Q4 number tuleb rahulikult 210-223M tuuri, laeva tasud vähemalt 30% kõrgemad. 175x1,3=227M Ei pea nagu eriline geenius olema, ja see EPS on ka 90% positiivne.
See on tõesti huvitav, kui Eelmise nädala seisuga oli Q4 bookitud 30% kallimad hinnad kui Q3 keskmine ja tänaseks on hinnad veel ~100% kõrgemad, siis arvuta kuidas arvutad, negatiivset EPS-i ei oska kuidagi sealt saada.
Yahoo uuendanud Q4 nüüd -0,02 peale aga noh, las need ennustused olla. Hetkel kogu turg saab, ei loe ka see fundamentaalne paranemine.
Meenub 2015, kui nafta hind kukkus kõrgelt, oli tarkerite parim aasta, tänane -5% naftas annab lootust, lisaks tootmismahtude suurendamine
https://www.cnbc.com/2018/11/20/libyas-oil-production-could-soar-higher-despite-opec-weighing-cuts.html
https://www.cnbc.com/2018/11/20/libyas-oil-production-could-soar-higher-despite-opec-weighing-cuts.html
Tänane TNK kivi Wells Fargo & Co 1,65 pealt 1,40.
The West Africa to UK Continent route, basis 130,000 mt, has seen earnings rise to over $35,000/d, compared with approximately $7,000/d two months ago.
The Black Sea to Mediterranean route, meanwhile, has seen an even bigger increase to more than $63,000/d from $10,000/d two months ago, shipbroking sources said.
The Black Sea to Mediterranean route, meanwhile, has seen an even bigger increase to more than $63,000/d from $10,000/d two months ago, shipbroking sources said.
Just to keep tabs, the week of Nov 9 had rates of $38K.
The week of Nov 16 had them at $46K.
The week of Nov 23 had them at $49K.
suezmaxid.
NAT andmed
Rates for the week of Nov 23.
Suezmax $56.4K
Aframax $27.6k
https://www.nat.bm/wp-content/uploads/2018/11/Weekly-freight-rates-231118.pdf
The week of Nov 16 had them at $46K.
The week of Nov 23 had them at $49K.
suezmaxid.
NAT andmed
Rates for the week of Nov 23.
Suezmax $56.4K
Aframax $27.6k
https://www.nat.bm/wp-content/uploads/2018/11/Weekly-freight-rates-231118.pdf
dht, fro, eurn said paremad soovitused, hinnad ikka mega odavad, vaadates, mis raha lehmad need tankerid selliste veo hindadega on, suezmaxil näiteks üks ots juba 100K päev, versus all in kulu 18K.
DHT Holdings (DHT) upgraded to buy at Kepler Cheuvreux; PT $10.50
Euronav upgraded to buy at Kepler Cheuvreux; PT 14.50 Euros
DHT Holdings (DHT) upgraded to buy at Kepler Cheuvreux; PT $10.50
Euronav upgraded to buy at Kepler Cheuvreux; PT 14.50 Euros
TNK uuendus ka väljas, turg hetkel tugev, usuvad, et Saudid kärbivad, aga non-OPEC suurendab tootmist, uus pipeline usas 2019 aasta lõpus võib tõsta eksporti 4MB/päevas.
https://www.youtube.com/watch?list=PL1871003A623CAFDB&v=Wz0g3Fpe4wA
https://www.youtube.com/watch?list=PL1871003A623CAFDB&v=Wz0g3Fpe4wA
Üks meil arvutas q4 orienteeruva kulu TNK välja.
t least that much. Wow. That's amazing.
I also learned a few new things. The cut off date for them reporting Q4 guidance was Nov 9.
I learned that G&A expense in Q1 was 9.7m. In Q2 it was 9.4m. In Q3 it was 8.7m.
Just using round numbers we can estimate $9m G&A per Quarter.
Q4 total payments due is $33m. $9m+33m= $42m
Q4 total spot days available is 4,693. Fixed rate days for Q4 is 370. Total days = 5063 in Q4
$42m divide by 5063 days= $8,295 total G&A and payment expense per vessel per day (fleet average).
If running cost is $8000 per day average then break even across the whole fleet is $16,295 in Q4
I found all that data inside of the recent reports (small print) so it's safe to say break even is between $16k and $17k per day average across the fleet.
t least that much. Wow. That's amazing.
I also learned a few new things. The cut off date for them reporting Q4 guidance was Nov 9.
I learned that G&A expense in Q1 was 9.7m. In Q2 it was 9.4m. In Q3 it was 8.7m.
Just using round numbers we can estimate $9m G&A per Quarter.
Q4 total payments due is $33m. $9m+33m= $42m
Q4 total spot days available is 4,693. Fixed rate days for Q4 is 370. Total days = 5063 in Q4
$42m divide by 5063 days= $8,295 total G&A and payment expense per vessel per day (fleet average).
If running cost is $8000 per day average then break even across the whole fleet is $16,295 in Q4
I found all that data inside of the recent reports (small print) so it's safe to say break even is between $16k and $17k per day average across the fleet.
DHT Holdings (DHT) downgraded to hold at DNB Markets; PT $7.30
* Euronav (EURN BB) downgraded to hold at DNB Markets; PT $11.90
* Frontline (FRO) downgraded to hold at DNB Markets
Teekay Tankers (TNK) cut to hold at DNB Markets; Price Target $2
* Euronav (EURN BB) downgraded to hold at DNB Markets; PT $11.90
* Frontline (FRO) downgraded to hold at DNB Markets
Teekay Tankers (TNK) cut to hold at DNB Markets; Price Target $2
NAT's rates for Nov 30.
Slight dip for Suezmax but a gain for Aframax on the week.
$50.1K for Suezmax (down $6.3K)
$29.7K for Aframax (up $3.1K)
Slight dip for Suezmax but a gain for Aframax on the week.
$50.1K for Suezmax (down $6.3K)
$29.7K for Aframax (up $3.1K)