Huvitav on näha, kui paljud konverteerivad võlakirjad aktsiateks, kui 90% seda teevad, siis peaks aktsia hetkel fair value lähedal kauplema.
Impala 20 aegu tuleb teade, aga analüütikud arvavad, et see konventeerimine tuleb, 5,34 versus 6 hetke hind 23M aktsiat lisandub. Kõnes on alati lõpus huvitav mutter Roberta, väike aktsionär, kes kiidab ja õpetab.
Täna olid Teekay Tankers tulemused
Reported GAAP net income of $98.2 million, or $2.91 per share, and adjusted net income(1) of $80.7 million, or
$2.39 per share, in the second quarter of 2020 (excluding items listed in Appendix A to this release).
• Total Adjusted EBITDA(1) of $124.2 million in the second quarter of 2020.
• Generated approximately $126 million of free cash flow(1) and received proceeds from the sale of a portion of its
ship-to-ship transfer support services in the second quarter of 2020, contributing to over a $180 million reduction
in net debt(2) and increasing liquidity to approximately $468 million as of June 30, 2020.
• Delivered nine vessels into previously announced time charter-out contracts, increasing the percentage of the fleet
on fixed-rate charters to approximately 23 percent and reducing the fleet free cash flow breakeven to approximately
$12,700 per day(1)(5) through to mid-2021.
• In early-August 2020, secured a new 3-year, $67 million term loan to refinance an existing debt facility secured by
four Suezmax tankers that was scheduled to mature in 2021; Teekay Tankers now has no debt maturities until
2023.
Täna olid Teekay Tankers tulemused
Reported GAAP net income of $98.2 million, or $2.91 per share, and adjusted net income(1) of $80.7 million, or
$2.39 per share, in the second quarter of 2020 (excluding items listed in Appendix A to this release).
• Total Adjusted EBITDA(1) of $124.2 million in the second quarter of 2020.
• Generated approximately $126 million of free cash flow(1) and received proceeds from the sale of a portion of its
ship-to-ship transfer support services in the second quarter of 2020, contributing to over a $180 million reduction
in net debt(2) and increasing liquidity to approximately $468 million as of June 30, 2020.
• Delivered nine vessels into previously announced time charter-out contracts, increasing the percentage of the fleet
on fixed-rate charters to approximately 23 percent and reducing the fleet free cash flow breakeven to approximately
$12,700 per day(1)(5) through to mid-2021.
• In early-August 2020, secured a new 3-year, $67 million term loan to refinance an existing debt facility secured by
four Suezmax tankers that was scheduled to mature in 2021; Teekay Tankers now has no debt maturities until
2023.
TNK kõne vaade tuelvikule
As shown by the chart on the right, over 150 tankers of Aframax size and above remain in floating storage. Although, this is a decline from the peak in mid-May, it still represents approximately 7% to 8% of the fleet.
The contango and crude oil prices no longer supports floating storage and emerging global oil supply deficit is expected to lead to a drawdown of storage volumes from Q3 onwards. As such, we expect a significant portion of the floating storage vessels to return to the trading fleet by the end of the year, which will add to fleet supply.
Overall, we expect a weaker tanker market during the second half of 2020, especially in comparison to a strong first half we just enjoyed. There is, however, the potential for some volatility to occur during the fourth quarter, as seasonal weather disruptions in choke points such as the Bosporus Canal provide logistical constraints in certain regions.
https://seekingalpha.com/article/4368484-teekay-tankers-ltd-tnk-ceo-kevin-mackay-on-q2-2020-results-earnings-call-transcript?part=single
Lisaks OPEC teatas kuu kirjas, et näeb, et nõudluse langus kestab.
As shown by the chart on the right, over 150 tankers of Aframax size and above remain in floating storage. Although, this is a decline from the peak in mid-May, it still represents approximately 7% to 8% of the fleet.
The contango and crude oil prices no longer supports floating storage and emerging global oil supply deficit is expected to lead to a drawdown of storage volumes from Q3 onwards. As such, we expect a significant portion of the floating storage vessels to return to the trading fleet by the end of the year, which will add to fleet supply.
Overall, we expect a weaker tanker market during the second half of 2020, especially in comparison to a strong first half we just enjoyed. There is, however, the potential for some volatility to occur during the fourth quarter, as seasonal weather disruptions in choke points such as the Bosporus Canal provide logistical constraints in certain regions.
https://seekingalpha.com/article/4368484-teekay-tankers-ltd-tnk-ceo-kevin-mackay-on-q2-2020-results-earnings-call-transcript?part=single
Lisaks OPEC teatas kuu kirjas, et näeb, et nõudluse langus kestab.
Hetkel turul -9%
NAT (ticker- tanker) tulemused väljas, siin hästi näha Herbi kiidu lugu, palju raha aktsia kohta, samas jätab mainimata, palju vana rauda aktsia kohta. TNK kõnes oli ka analüütikul hea küsimus, et kuulge, teil 3,5% tankeri laevastikust laevu vanuses, mis võiks vanarauaks müüa, mis teete nendega? Loodame maha müüa teistele. See on ilmekas näide, kuidas NAT ja TNK panevad oma slaidesse palju on potensiaalseid laevu, mis võiks vana rauaks minna, samas need ei lähe . (ise omavad hulga ajast arus suezmaxe, mis nüüd mega tasude korral olid korralikud raha laevad).
Näide ka, millest alguses oli juttu.
NAT HOLDS $144 MILLION IN CASH AS OF THE DATE OF THIS RELEASE, EQUALING $0.96
PER SHARE. OUR TOTAL LONG TERM LIABILITIES AS PER JUNE 30, 2020 STOOD AT $318.9
MILLION, A REDUCTION OF MORE THAN $110 MILLION SINCE YEAR END 2018. OUR NET
DEBT* IS $256 MILLION OR ABOUT $11 MILLION PER SHIP.
Näide ka, millest alguses oli juttu.
NAT HOLDS $144 MILLION IN CASH AS OF THE DATE OF THIS RELEASE, EQUALING $0.96
PER SHARE. OUR TOTAL LONG TERM LIABILITIES AS PER JUNE 30, 2020 STOOD AT $318.9
MILLION, A REDUCTION OF MORE THAN $110 MILLION SINCE YEAR END 2018. OUR NET
DEBT* IS $256 MILLION OR ABOUT $11 MILLION PER SHIP.
ymeramees
Astu läbi, ehk tuleb kasuks
Õmbleksid tulevikus need kiidu laulud ja vana rauad kokku?
Lühidalt, et point, et kõik räägivad, et laevu tellitakse vähe ja asi läheb aina paremaks, reaalsus, et keegi hetkel ka vanametalli neid ikkagi ei müü, teevad oma kuluka hoolduse ära ja sõidavad edasi ehk pole see manna midagi nii roosa. Demand nafta osas pole ju nii pea tagasi tulemas ja ladustamisest vabaneb vanu laevu järjest enam, kuna contangot pole.
DHT võlahoidja konventeeris kõik võla ära nagu arvata oli, hinnaga 5.34 tk.
23,377,397 shares of Common Stock, increasing the aggregate shares of Common Stock issued and
23,377,397 shares of Common Stock, increasing the aggregate shares of Common Stock issued and
TNK 52 nädala uus põhi 11,90$
Tasud, 150 000 on saanud 6000$
Kauge ennustus, aga pakuks, et DHT saab mingi kell osta 4.25$ juurest.
Kauge ennustus, aga pakuks, et DHT saab mingi kell osta 4.25$ juurest.
Frontline kõnest mõned hinnad, millega teenitakse nulli.
We estimate average cash cost breakeven base for the remainder of the 2020 of $22,600 per day for VLCC, $18,900 per day for the Suezmax and $15,700 per day for the LR2 tankers
We estimate average cash cost breakeven base for the remainder of the 2020 of $22,600 per day for VLCC, $18,900 per day for the Suezmax and $15,700 per day for the LR2 tankers
Süvenedes teemasse sai taas avatud väike positsioon DHT, kuna äppis nende tasud ikka väga head siiani olnud ja bronnitud tasemed ka kõvad. Kui kukub, võtan juurde. 5.12$ täitis ühe osa, teine sama hinnaga õhus (deem, siin mingi nali nagu, et kui annad suurema orderi sisse ja pakud aski +0,01 üle, rallib ülesse, kevadel sai seda hooksalt kaubeldud ja sama asja tähendanud ka varem).
Paistab, et NAT vanad trikid ei toimi. 
Eile sai võetud positsioon Teekay LNG-s hinnalt 10,8$. Olen sellest siin varem ka natuke juttu teinud, omab LNG ja LPG laevu, mis sõidavad pikkade püsilepingutega- lepingud on sellised, et kui laeva ei võta, pead ikka maksma. LNG laevad on väga kallid ja tihti tellitakse neid kindlate lepingute täitmiseks, mitte igaks juhuks.
Firma maksab ka dividendi 0,25 kvartalis. Kuna asukoha maa on nagu ta on, siis USA maksustamist nende pealt ei toimu. (tasub omada firma alt)
Looking ahead to 2020, we remain confident that our results will fall within the anticipated guidance ranges for the year presented at our Investor Day event in November 2019, with adjusted net income between $2.60 to $3.10 per unit, which is 45 to 73 percent higher than our actual 2019 adjusted net income per unit of $1.79.
Our LNG fleet is fully-fixed for the remainder of 2020 and 94 percent fixed for 2021, largely insulating Teekay LNG from the current weak short-term LNG shipping market. Furthermore, all of our charter contracts are currently operating in-line with our expectations, which allows us to reaffirm our previously provided financial guidance for 2020."
Firma maksab ka dividendi 0,25 kvartalis. Kuna asukoha maa on nagu ta on, siis USA maksustamist nende pealt ei toimu. (tasub omada firma alt)
Looking ahead to 2020, we remain confident that our results will fall within the anticipated guidance ranges for the year presented at our Investor Day event in November 2019, with adjusted net income between $2.60 to $3.10 per unit, which is 45 to 73 percent higher than our actual 2019 adjusted net income per unit of $1.79.
Our LNG fleet is fully-fixed for the remainder of 2020 and 94 percent fixed for 2021, largely insulating Teekay LNG from the current weak short-term LNG shipping market. Furthermore, all of our charter contracts are currently operating in-line with our expectations, which allows us to reaffirm our previously provided financial guidance for 2020."
Tankerites "uudis". Scrapping of old tankers reach 30-year low. Kuna vahepeal mega head ladustamise diilid, siis funda vajub aina edasi.
HAMILTON, BERMUDA, October 12, 2020 - DHT Holdings, Inc. (NYSE: DHT) (the “Company”) will release its third quarter 2020 results after market close on Monday November 9, 2020.
Saab huvitav olema, tulemustel nagu nii pole viga ja div vast saab ka, aga selle hooaja märksõnaks saab tuleviku nägemus.
Saab huvitav olema, tulemustel nagu nii pole viga ja div vast saab ka, aga selle hooaja märksõnaks saab tuleviku nägemus.
Sai 3+5k DHT aktsiat 4.94-95 vahemikust. Tasud hakkavad veidi põhjast kerkima, EURN pealt teates osaluste suurendamisest 5% omanike poolt. DHT palju lukus ja kui turule lisa naftat pressib, võib uus ladustamise buum tulla. Võimalik, et ei oma ka pikalt, aga hind selline huvitav range alumisel äärel. Käive madal. (kuna ostan pakke korraga, siis mõnikord keerab trendi)
The American Petroleum Institute (API) reported on Tuesday a bigger build than expected in crude oil inventories of 4.577 million barrels for the week ending October 23.
Ei teagi, kas laevanduse teema alla või börsikrahh, tekst Intermoda uudiskirjast, bulk siis kuivlasti vedu
https://www.hellenicshippingnews.com/intermodal-weekly-market-report-week-43-2020-brokers-insight/
Many shipping sectors have been faced with a sudden and sharp drop in demand,which in turn has significantly affected fares and revenues. In the dry bulk sector, average daily revenues between January and April 2020, compared to 2019, were lowered by more than 85%, 40% and 35% for Capesize, Panamax and Supramax vessels respectively.
Lockdowns in Europe and North America have had a significant impact on employment rates. The International Monetary Fund has announced that the COVID-19 pandemic will likely push the global economy into a worse recession than that of the 1930s and is warning that the prospects for a global recovery are extremely uncertain. The downturn in shipping is projected to last for more than a year and shipping activity is not expected to improve in the coming months.
https://www.hellenicshippingnews.com/intermodal-weekly-market-report-week-43-2020-brokers-insight/
Many shipping sectors have been faced with a sudden and sharp drop in demand,which in turn has significantly affected fares and revenues. In the dry bulk sector, average daily revenues between January and April 2020, compared to 2019, were lowered by more than 85%, 40% and 35% for Capesize, Panamax and Supramax vessels respectively.
Lockdowns in Europe and North America have had a significant impact on employment rates. The International Monetary Fund has announced that the COVID-19 pandemic will likely push the global economy into a worse recession than that of the 1930s and is warning that the prospects for a global recovery are extremely uncertain. The downturn in shipping is projected to last for more than a year and shipping activity is not expected to improve in the coming months.
Olgu üks pilt ka teisest äärmusest ajaloo huvides, siin 100 000$ päevas tasude kõrvale :)