OPEC jälle kokkulepe olemas, suurendavad natuke tootmist, muidu U.S suurendaks tootmist, kuna hind taastuks liiga hästi. Tankerid rõõmustavad.
OPEC and Russia on Thursday agreed to ease deep oil output cuts from January by 500,000 barrels per day with further as yet undefined increases on a monthly basis, failing to reach a compromise on a broader policy for the rest of 2021.
OPEC+ had been expected to continue existing cuts until at least March, after backing down from plans to raise output by 2 million bpd.
The increase means the Organization of the Petroleum Exporting Countries (OPEC) and Russia, a group known as OPEC+, are set to reduce production by 7.2 million bpd, or 7% of global demand from January, compared with current cuts of 7.7 million bpd.
Räägitakse, et need paar ilusat Aida kruiisikat mis hetkel Tallinnas on, kaovad varsti.
Ja saame kõik minna K-Rautast aida naelu ostma:(
Ja saame kõik minna K-Rautast aida naelu ostma:(
Olen varem ka siin maininud antud firmat, ticket TGP Teekay LNG Parter.
Mõned märksõnad:
1. 10 miljardit tulu pikkade lepingutega ees
2. kvartali eps seal 0,6$ juures, millest hetkel makstakse dividendi kvartalis 0.25$- veebruaris vas ttõstavad 0,3$ loodetakse.
3. 2021 on 96% fixed
4. P/E võiks olla seal 5 juures, arvestades 2,4$ ja hetke hind 11.20$
Üks selle valdkonna inimene ka küsitles CEO-d.
https://seekingalpha.com/article/4393940-teekay-on-lng-markets-podcast-transcript
Mõned märksõnad:
1. 10 miljardit tulu pikkade lepingutega ees
2. kvartali eps seal 0,6$ juures, millest hetkel makstakse dividendi kvartalis 0.25$- veebruaris vas ttõstavad 0,3$ loodetakse.
3. 2021 on 96% fixed
4. P/E võiks olla seal 5 juures, arvestades 2,4$ ja hetke hind 11.20$
Üks selle valdkonna inimene ka küsitles CEO-d.
https://seekingalpha.com/article/4393940-teekay-on-lng-markets-podcast-transcript
Jagan ka veidi laiemat infi ajalooliselt, graafikutelt mugav vaadata, info lehelt simplysafedividends.com
https://drive.google.com/drive/folders/1zoJcBq443O6T0zp70g1LmiS5S1CLn5El?usp=sharing
https://drive.google.com/drive/folders/1zoJcBq443O6T0zp70g1LmiS5S1CLn5El?usp=sharing
Visa, kas selle infi pealt oled ise pikalt all in v avardad lihtsalt meelis teemast silmaringi. ning miks aktsia graafikus ei kajastu oodatavalt head arengud?
Jah ma see nädal lõin alustuseks positsiooni nagu juhuslikult üks teine ka. Ajalugu on näidanud, et sealt 10 juurest hea ost, kui turg maha müüakse, läheb ka see alla, vahet pole, et reaalselt tulu ei mõjuta. Nende lepingud on take or pay, ehk maksad nii ehk naa. Kuna nafta teema hetkel maha müüdud, siis see ka pihta saanud. 96% kaetud keskmine päeva määr 80k, mis väga hea. Kui asjad peaks peeti minema, siis firma alt tasub dividend päradt ka hoida. Seal kõnes ka selgitatakse, miks hind maas.
All in veel ei ole, loodan ka altpoolt saada. SYSS jäin 12,5 ootama ja see koonerdamine läks maksma paari kuuga pea 100% tootlust. Selle lendu paksuks q4 tuõemuste ajaks
All in veel ei ole, loodan ka altpoolt saada. SYSS jäin 12,5 ootama ja see koonerdamine läks maksma paari kuuga pea 100% tootlust. Selle lendu paksuks q4 tuõemuste ajaks
"Visahing"
Jah ma see nädal lõin alustuseks positsiooni nagu juhuslikult üks teine ka. Ajalugu on näidanud, et sealt 10 juurest hea ost, kui turg maha müüakse, läheb ka see alla, vahet pole, et reaalselt tulu ei mõjuta. Nende lepingud on take or pay, ehk maksad nii ehk naa. Kuna nafta teema hetkel maha müüdud, siis see ka pihta saanud. 96% kaetud keskmine päeva määr 80k, mis väga hea. Kui asjad peaks peeti minema, siis firma alt tasub dividend päradt ka hoida. Seal kõnes ka selgitatakse, miks hind maas.
All in veel ei ole, loodan ka altpoolt saada. SYSS jäin 12,5 ootama ja see koonerdamine läks maksma paari kuuga pea 100% tootlust. Selle lendu paksuks q4 tuõemuste ajaks
Sai ka lapsele paar kuud tagasi soetatud, divika pärast. Ainuke asi mis ebakindlust tekitab on mingi jama nö vanade laevadega. Väidatavalt on enamus nende laevadel vana tehnoloogia millega peale 2021 lepingute lõppemist uusi peale ei saada. Mõned foorumis väidavad suisa, et see tehnoloogia keelatakse ära, aga seda ma nagu ka ei usu.
Visahing, saad ehk ingliskeelest paremini aru - mida CEO seal intervjuus rääkis olulist?
Ja mille tikker on SYSS, ei leidnud.
No kui sa firma kogukal käinud, siis vast tead, et alles oli kapitali investeeringud mega mahus laevastikku ja paljud 10 aastat või pikemad lepingud peal. Seda, et laevadel mingi tehnoloogiline eripära, pole tekstist läbi jooksnud. Artuka 2 projektis nad ei taha minu arusaamist mööda osaleda geopoliitilise riski pärast, kuna nende portus juba Yamal on. Luges veel Q3 siis üldiselt ennustavad teistele raskemat 2021 aastat, kuna laevu palju. SSYS oli see 3D printija ticker,
Huvitav veel see, et LNG tankreid ehitatakse 2 korda kauem, kui nafta tankreid. Hetkel tellides, saabuvad 2024.https://www.hellenicshippingnews.com/korean-shipbuilders-enjoying-brisk-new-order-intake-at-year-end/
Tellimise hind on kukkunud päris kõvasti ja tellimisi juba paistab.
Tellimise hind on kukkunud päris kõvasti ja tellimisi juba paistab.
Spot hindadel LNG hakkavad varsti tappa saama, (suht kindel short), lisandub 9% uusi laevu 2021 ning tellimuste raamat on ikka päris kõrge. The current orderbook for LNG vessels is equivalent to 23% of the existing fleet,” said Morgan.
Seega, taas. laevandus on üks suhteliselt eriline valdkond, kus kohati tellitakse asju megalt üle.
Seega, taas. laevandus on üks suhteliselt eriline valdkond, kus kohati tellitakse asju megalt üle.
Jaapani/Korea LNG hind tänu külmadele ilmadele võib neid tariifi asju veel vaat et ära tasakaalustada, varsti mega contango U.S versus aasia gaasil.
Lükkasin täna oma 6000 kokku kogutud aktsiat 11,45 pealt maha. Käive võrreldes teiste päevadega väike ja lugedes Maratit, siis vast saabki sisse välja pendeldada, sest tuttavaid vaadates, siis pundid ikkagi täna õhtul koonduvad pidutsema ja 15 jaanuari aegu pakuks maailmas koledaid numbreid, vahet pole, et vaktsiin.
Dry Bulk Weekly - 2012 / 2 - loodame, et nüüd põhi alt ära ei kuku. Norrakate 2020 Bulkers numbrid 2020 Q1 ja nüüd - kui nad nüüd suudaks loobuda raha hävitamisest mida dividendide maksustamine kaasa toob siis oleks super. Tjah, kõike head korraga ka ei saa.
Mõni ostab juba laevu, tankerite aktsia hinnad päris hästi hoidnud, kui arvestada, et tasud seal mega madalad.
HAMILTON, BERMUDA, January 21, 2021 – DHT Holdings, Inc. (NYSE:DHT) (“DHT” or the “Company”) today announced that it has entered into agreement to acquire two VLCCs built in 2016 at DSME (Daewoo) for a total of USD 136 million. The vessels are scheduled to deliver during the first half 2021. The Company will finance the acquisition with available liquidity and projected mortgage debt hence it is expected to be accretive to DHT’s earnings per share. The vessels were built to high specifications by their current owner and are fuel efficient, scrubber fitted Eco-designs that will further improve the DHT fleet’s efficiencies, amongst others its Annual Efficiency Ratio (AER) and Energy Efficiency Operational Index (EEOI) metrics.
HAMILTON, BERMUDA, January 21, 2021 – DHT Holdings, Inc. (NYSE:DHT) (“DHT” or the “Company”) today announced that it has entered into agreement to acquire two VLCCs built in 2016 at DSME (Daewoo) for a total of USD 136 million. The vessels are scheduled to deliver during the first half 2021. The Company will finance the acquisition with available liquidity and projected mortgage debt hence it is expected to be accretive to DHT’s earnings per share. The vessels were built to high specifications by their current owner and are fuel efficient, scrubber fitted Eco-designs that will further improve the DHT fleet’s efficiencies, amongst others its Annual Efficiency Ratio (AER) and Energy Efficiency Operational Index (EEOI) metrics.
Hakkavad siin ka varsti tulemused
Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) will release its fourth quarter 2020 earnings prior to market opening on Thursday 4 February 2021 and will host a conference call at 8 a.m. EST / 2 p.m. CET to discuss the results for the quarter.
Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) will release its fourth quarter 2020 earnings prior to market opening on Thursday 4 February 2021 and will host a conference call at 8 a.m. EST / 2 p.m. CET to discuss the results for the quarter.
Siin kuidas Lätlaste sadamal läkshttps://www.hellenicshippingnews.com/freight-traffic-at-latvian-ports-down-28-pct-in-2020/
"Visahing"
Mõni ostab juba laevu, tankerite aktsia hinnad päris hästi hoidnud, kui arvestada, et tasud seal mega madalad.
HAMILTON, BERMUDA, January 21, 2021 – DHT Holdings, Inc. (NYSE:DHT) (“DHT” or the “Company”) today announced that it has entered into agreement to acquire two VLCCs built in 2016 at DSME (Daewoo) for a total of USD 136 million. The vessels are scheduled to deliver during the first half 2021. The Company will finance the acquisition with available liquidity and projected mortgage debt hence it is expected to be accretive to DHT’s earnings per share. The vessels were built to high specifications by their current owner and are fuel efficient, scrubber fitted Eco-designs that will further improve the DHT fleet’s efficiencies, amongst others its Annual Efficiency Ratio (AER) and Energy Efficiency Operational Index (EEOI) metrics.
Eelmine oli DHT ja 21.01
Siis täna teine tugeva bilansiga tegija haarab
Euronav acquires two eco-Suezmax vessels under construction
ANTWERP, Belgium, 3 February 2021 – Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) announces it has entered into an agreement for the acquisition through resale of two eco-Suezmax newbuilding contracts. Currently completing construction at the Daehan Shipyard in South Korea, these modern vessels are being acquired for an en-bloc price of USD 113 million. Both vessels are due for delivery in January 2022.
The vessels are the latest generation of Suezmax Eco-type tankers. They will be fitted with Exhaust Gas Scrubber technology and Ballast Water Treatment systems. The vessels have the structural notation to be LNG Ready. Euronav is working closely with the shipyard to also have a structural notation to be Ammonia Ready. This provides the option to switch to other fuels at a later stage.
Hugo De Stoop, CEO said: “The current disruptions to the freight market have provided this opportunity and our strong balance sheet allowed us to act quickly on it. This is in line with our strategy of acquiring good assets at attractive points in the cycle.”
Acquisition rationale and funding
This transaction is consistent with the core company objectives and strategy. As the new vessels are resales, they are not adding to projected vessel supply as they were already under construction. Euronav intends to use existing liquidity and will raise appropriate financing before the delivery of those ships. Balance sheet debt leverage will continue to remain conservative and appropriate for Euronav to retain its strength and flexibility in navigating the tanker cycle.
Euronavi tulemused ticker EURN
Kõik nagu ma ootasin, ei midagi head siin Q1, tasud püsivad madalad, EBITA ca 9x madalam kui 2019 Q4.
For the fourth quarter of 2020, the Company had a net loss of USD 58.7 million or USD 0.29 per share (Q4 2019: a net gain of USD 154.2 million or USD 0.72 per share) äpp näitab, et -16 senti kahjumit oodati, seega võiks normaalne sell off tulla, kui tagasi ost neid üleval ei hoia.6$ oleks õiglane hind, arvestades eelmist tsüklit.
Tahaks hirmsasti seekord õiget pöörde punkti tabada.
HIGHLIGHTS
• Sustained pressure on freight rates driven by mix of reduced demand from COVID-19 restrictions, lower crude supply on OPEC cuts & over supply of available tonnage
• Extension to current FSO contracts for further 10 years to 2032
• Fixed cash dividend of USD 3 cents per share in line with distribution policy
• Up to an additional USD 50 million share repurchases
• Q1 2021: 46% VLCC spot booked at 16,396 USD per day, 54% of Suezmax booked at USD 9,207 per day
• Freight rate pressure to remain until crude demand recovery which is tied to COVID-19 vaccine implementation from Q2 onwards
Kõik nagu ma ootasin, ei midagi head siin Q1, tasud püsivad madalad, EBITA ca 9x madalam kui 2019 Q4.
For the fourth quarter of 2020, the Company had a net loss of USD 58.7 million or USD 0.29 per share (Q4 2019: a net gain of USD 154.2 million or USD 0.72 per share) äpp näitab, et -16 senti kahjumit oodati, seega võiks normaalne sell off tulla, kui tagasi ost neid üleval ei hoia.6$ oleks õiglane hind, arvestades eelmist tsüklit.
Tahaks hirmsasti seekord õiget pöörde punkti tabada.
HIGHLIGHTS
• Sustained pressure on freight rates driven by mix of reduced demand from COVID-19 restrictions, lower crude supply on OPEC cuts & over supply of available tonnage
• Extension to current FSO contracts for further 10 years to 2032
• Fixed cash dividend of USD 3 cents per share in line with distribution policy
• Up to an additional USD 50 million share repurchases
• Q1 2021: 46% VLCC spot booked at 16,396 USD per day, 54% of Suezmax booked at USD 9,207 per day
• Freight rate pressure to remain until crude demand recovery which is tied to COVID-19 vaccine implementation from Q2 onwards
katalüsaatorid pöördepunkti otsimiseks:
1. Nafta nõudluse järsk tõus, et see kadunud 7M naaseb turule-return of 5-7 million bpd of crude consumption to be shipped would imply a requirement for circa 150 VLCCs.
2. Vanade laevade hoogustunud müük vanarauaks- seda toetab hetkel kõrve vanaraua hind ja madalad veo hinnad
(Eesti firmad eriti PRfoods võiks õppida ka nägemuste andmist, mis katalüsaatorid, mis tulevik toomas jne. Tavaliselt enamus raporteid igav kuiv lugeda.)
Hetke seis
The global fleet age dynamic of the large crude tanker fleet however provides some medium-term direction with the asymmetry of the average age of both the VLCC and Suezmax fleet at their highest levels in 20 years, and the orderbook remaining capped at the lowest levels recorded in the last 20 years.
1. Nafta nõudluse järsk tõus, et see kadunud 7M naaseb turule-return of 5-7 million bpd of crude consumption to be shipped would imply a requirement for circa 150 VLCCs.
2. Vanade laevade hoogustunud müük vanarauaks- seda toetab hetkel kõrve vanaraua hind ja madalad veo hinnad
(Eesti firmad eriti PRfoods võiks õppida ka nägemuste andmist, mis katalüsaatorid, mis tulevik toomas jne. Tavaliselt enamus raporteid igav kuiv lugeda.)
Hetke seis
The global fleet age dynamic of the large crude tanker fleet however provides some medium-term direction with the asymmetry of the average age of both the VLCC and Suezmax fleet at their highest levels in 20 years, and the orderbook remaining capped at the lowest levels recorded in the last 20 years.