Tankers, hea lugemine, Arctic Securities, tankers
https://files.fm/f/w76rg3kf9
ZIMist läksin natuke varem välja. Hea kasum. Ootan ja vaatan mis hetkel turg teeb. Jänes tuli püksi, liiga hull üles anna saagimine. Jälgin lisaks SHIPi ja DAC-i. SHIPis tahaks alla 1.0i ostma hakata,
FRO, INSW ja DHT jooksvalt ostan. 2022 võib raskeks kujuneda aga olen kindel et oleme suhteliselt põhjades, ikka väga odavad on. Ostan jooksvalt koguaeg juurde.
Olen arvamusel et Iraani sanktsioonid kaotatakse. USAl vaja nafta hind alla saada. Viimasel ajal ka Iraani poolt tulnud indikatsioone et klge mehed, võtke sanktsioonid maha ja me viskame turgu palju naftat.
Sel juhul tankrites korralik ralli tulemas.
FRO juht on ka viimasel ajal hakanud rohkem röökima USA peale - mingid tegelased maskeerisid oma illegaalsed tankerid FRO värvidesse ja rõõmsalt toimetasid :D
Vigane link, sry, panen uue ja korrektse.
https://ufile.io/10lwqny8
https://ufile.io/10lwqny8
serk,
palun kasutage lingi panemiseks kommentaarikasti kohal olevat keti-ikooni
palun kasutage lingi panemiseks kommentaarikasti kohal olevat keti-ikooni
sry, edaspidi targem. Just out:
$EURN: Frode Morkedal maintains BUY, $16. “Our main takeaway from 4Q21 report was not the weak results, which was largely expected, but rather the upbeat market outlook from a management team that is usually conservative or balanced in their outlook.”
$EURN: Frode Morkedal maintains BUY, $16. “Our main takeaway from 4Q21 report was not the weak results, which was largely expected, but rather the upbeat market outlook from a management team that is usually conservative or balanced in their outlook.”
CEO üldjuhul räägivad turgu ülesse, kõrge nafta hind on tankeritele halb, sööb nõudlust ja kulud suured, lisaks kvartalid nagu ikka, kaks head, kaks halba, eriti kohtuv 2021 oli, et IV nii halb oli, see tavaliselt üks parimaid.
Endiselt ei oma, aga jälgin küll.
Endiselt ei oma, aga jälgin küll.
Teine asi, kui kõik on ülimalt positiivsed, siis ei müüda üle olevaid vanu tankereid vanarauda, sest kohe läheb ju heaks.
Kui NAT müüks oma vanad tankerid ära rauaks, siis minu jaoks oleks see märk või TNK.
Siin taas lootus, aga mitte midagi ei oodata enne 2022 aasta lõppu.
Hugo De Stoop and Euronav balance on a razor's edge in "horrible" tanker market
The tanker market has gone through a terrible year and the expected upswing has been delayed due to new Covid restrictions. ”The positive market is probably delayed to the next winter season,” says Euronav CEO Hugo De Stoop to ShippingWatch.
Kui NAT müüks oma vanad tankerid ära rauaks, siis minu jaoks oleks see märk või TNK.
Siin taas lootus, aga mitte midagi ei oodata enne 2022 aasta lõppu.
Hugo De Stoop and Euronav balance on a razor's edge in "horrible" tanker market
The tanker market has gone through a terrible year and the expected upswing has been delayed due to new Covid restrictions. ”The positive market is probably delayed to the next winter season,” says Euronav CEO Hugo De Stoop to ShippingWatch.
Kena ütlus :
As one tanker owner told brokerage Fearnleys, “The light at the end of the tunnel has been visible for quite some time, but right now it feels more like that’s a truck coming toward you.”
As one tanker owner told brokerage Fearnleys, “The light at the end of the tunnel has been visible for quite some time, but right now it feels more like that’s a truck coming toward you.”
VIE grupis palju juttu sellest et Iraani sanktsioonide tõstmine viib suure hulga vanu rauakolakaid mahakandmisele. Kõik excited :D
Reedel ostsin TGH-d, 37.2 hinnaga, neljapäeval tulemused. Võiks uue ATH teha.
Veebruari OPEX lähenemas. Seni see käinud nagu kellavärk.
Reedel ostsin TGH-d, 37.2 hinnaga, neljapäeval tulemused. Võiks uue ATH teha.
Veebruari OPEX lähenemas. Seni see käinud nagu kellavärk.
dry bulk rallib mis kole.
EGLE - väga suured orderid täna liikunud (Fidelity).
Hannisdahli fond 50% exposure-iga dry bulkis. Fondi kohta väga suur kontsentratsioon.
TGH tulemused täna peale turu sulgemist, hetkel plussis ostuhetkega võrreldes +12%, vaatame kas tõmban saba jalge vahele ja lahkun tühjade kätega või topelt
NMMilt paadid ZIMile ülikõva day rate-iga. Kokku teenivad ca 870M, unreal arvestades nende market cap-i. ZIMilt muidugi väga riskante 30k/day tariifiga rendile võtta.
EGLE - väga suured orderid täna liikunud (Fidelity).
Hannisdahli fond 50% exposure-iga dry bulkis. Fondi kohta väga suur kontsentratsioon.
TGH tulemused täna peale turu sulgemist, hetkel plussis ostuhetkega võrreldes +12%, vaatame kas tõmban saba jalge vahele ja lahkun tühjade kätega või topelt
NMMilt paadid ZIMile ülikõva day rate-iga. Kokku teenivad ca 870M, unreal arvestades nende market cap-i. ZIMilt muidugi väga riskante 30k/day tariifiga rendile võtta.
BREAKING: A giant cargo ship "Felicity Ace" is on fire in the middle of the Atlantic Ocean.
It's carrying a cargo of Porsche and VW automobiles.
The crew safely abandoned ship in lifeboats. Under maritime law the ship is now "finders keepers."
It's carrying a cargo of Porsche and VW automobiles.
The crew safely abandoned ship in lifeboats. Under maritime law the ship is now "finders keepers."
Mis arvate gaasitankeritest praeguse poliitilise olukorra taustal? Kindel on see et sanktsioonid lähevad täie rauaga peale ja vaatan et näiteks HMLP jõlgub 52WK Low-de lähedal. Ilmselt need gaasitorud varsti katki lähevad või keeratakse niisama kinni ära.
"CharlieF"
Mis arvate gaasitankeritest praeguse poliitilise olukorra taustal? Kindel on see et sanktsioonid lähevad täie rauaga peale ja vaatan et näiteks HMLP jõlgub 52WK Low-de lähedal. Ilmselt need gaasitorud varsti katki lähevad või keeratakse niisama kinni ära.
Siis pole ju nendel kuskil ka tankida, kui torud lõhki.
Ise gaasi pole jälginud, aga suurem hind tapab nõudlust ja teine asi on tankerite arv.
"CharlieF"
Mis arvate gaasitankeritest praeguse poliitilise olukorra taustal? Kindel on see et sanktsioonid lähevad täie rauaga peale ja vaatan et näiteks HMLP jõlgub 52WK Low-de lähedal. Ilmselt need gaasitorud varsti katki lähevad või keeratakse niisama kinni ära.
HMLP-l on muud jamad: ühe FSRU teenuse üle käib vaidlus, see mis seisab Indoneesias, pikajaline leping on tehtud aga Indoneesia valitsus arvas et nad vahepeal ei taha gaasi ning ei taha enam teenuse eest maksta. Kuni nad seal vaidlevad on dividendide maksmine peatatud sellest ka aktsia põhjas. Kui see vaidlus peaks miski positiivse lahenduse leidma ja hakatakse uuesti dividende maksma siis ilmselt lendab üles tagasi. Tänases tulemustes veel midagi selle lahendi kohta ei olnud.
Lühikeste põletamine, uskumatu ralli sellisele uudisele. (ajaloos ennem ka nähtud, NAT puhul tavaline haip).
Shares of oil tanker owner Nordic American Tankers (NYSE: NAT) jumped by as much as 27.6% in trading on Monday after it was announced that an insider was buying shares. The big news was that on Monday, board of directors member Alexander Hansson -- son of founder and CEO Herbjorn Hansson -- bought 250,000 shares of Nordic American stock for $2.05 per share
Shares of oil tanker owner Nordic American Tankers (NYSE: NAT) jumped by as much as 27.6% in trading on Monday after it was announced that an insider was buying shares. The big news was that on Monday, board of directors member Alexander Hansson -- son of founder and CEO Herbjorn Hansson -- bought 250,000 shares of Nordic American stock for $2.05 per share
Tankerid endiselt põletavad raha, välja arvatud 2 otsa , riskt=tulu
Pikem selgitus
Aframax rates for Russian TD17 business and Black Sea runs remain eyewateringly high. More and more owners and charterers are pulling out
of playing with Russian fire, leaving only a very select number of
“willing” players. For now, the EU is continuing to purchase Russian oil
and ships are still needed for it.
Those owners willing to take their vessels into the Baltic Sea to load
Russian cargoes are being rewarded with rates of between WS 500 –
550+. Similarly, owners willing to venture into the Black Sea to load
Russian cargoes for Black Sea/Med runs are being rewarded with rates
of WS 400+.
However, non-Russian business has been fairly quiet throughout the
week, with TD7 and non-Russian TD17 rates sliding rapidly towards the
bottom. We’re looking at around WS 130 – 135 for the former and WS
100 – 110 for the latter
Pikem selgitus
Aframax rates for Russian TD17 business and Black Sea runs remain eyewateringly high. More and more owners and charterers are pulling out
of playing with Russian fire, leaving only a very select number of
“willing” players. For now, the EU is continuing to purchase Russian oil
and ships are still needed for it.
Those owners willing to take their vessels into the Baltic Sea to load
Russian cargoes are being rewarded with rates of between WS 500 –
550+. Similarly, owners willing to venture into the Black Sea to load
Russian cargoes for Black Sea/Med runs are being rewarded with rates
of WS 400+.
However, non-Russian business has been fairly quiet throughout the
week, with TD7 and non-Russian TD17 rates sliding rapidly towards the
bottom. We’re looking at around WS 130 – 135 for the former and WS
100 – 110 for the latter
Venemaa nafta võib küll alla hindlusega olla,aga kuna seda keegi vedada ei soovi,siis siin päris kõva preemia.
The 80,000mt Ceyhan/Mediterranean market recovered this week, rising over 16 points to close to WS150 (a round-trip TCE of $18,700 per day). In Northern Europe, the rate for 80,000mt Hound Point/UK Continent rose 25 points to WS153 region (a round-trip TCE of $23,500 per day). In the 100,000mt Primorsk/UK Continent market, finding Aframax owners willing to send their ships to load in Russia for Europe discharge remains a struggle. Only three fixtures were reported this week with rates climbing from WS412.5, through WS475, and yesterday reports with limited details of WS500 being on subjects. The market is now assessed close to 155 points firmer at around the WS495/500 mark (a round voyage TCE of $224,000 per day).
The 80,000mt Ceyhan/Mediterranean market recovered this week, rising over 16 points to close to WS150 (a round-trip TCE of $18,700 per day). In Northern Europe, the rate for 80,000mt Hound Point/UK Continent rose 25 points to WS153 region (a round-trip TCE of $23,500 per day). In the 100,000mt Primorsk/UK Continent market, finding Aframax owners willing to send their ships to load in Russia for Europe discharge remains a struggle. Only three fixtures were reported this week with rates climbing from WS412.5, through WS475, and yesterday reports with limited details of WS500 being on subjects. The market is now assessed close to 155 points firmer at around the WS495/500 mark (a round voyage TCE of $224,000 per day).
Vana rebane, see ikka täielik moraalitu
Tanker carrier Frontline, controlled by John Fredriksen, continues to transport Russian oil, CEO Lars Barstad tells media Dagens Næringsliv.
Tanker carrier Frontline, controlled by John Fredriksen, continues to transport Russian oil, CEO Lars Barstad tells media Dagens Næringsliv.
Võimlik seibade ühte kappi panek kahe suure poolt
HAMILTON, Bermuda and ANTWERP, Belgium, April 7, 2022 – Frontline Ltd. (“FRO” or “Frontline”) (NYSE: FRO - OSE: FRO) and Euronav NV (“EURN” or “Euronav”) (NYSE: EURN & Euronext: EURN) are pleased to announce that the companies have signed a term sheet that has been unanimously approved by the independent members of Frontline's Board of Directors and by Euronav's Supervisory Board, on a potential stock-for-stock combination between the two companies, based on an exchange ratio of 1.45 FRO shares for every EURN share resulting in Euronav and Frontline shareholders owning approximately 59% and 41%, respectively, of the combined group. It is anticipated that Euronav will pay total dividends of up to 12 cents before the closing of the business combination with no impact on the exchange ratio.
If the combination materializes, the combined group would continue under the name Frontline and would continue to operate from Belgium, Norway, UK, Singapore, Greece and the US. The combined group will be headed by Mr. Hugo De Stoop as the Chief Executive Officer and the Board of Directors of the combined group is expected to consist of seven members, including three current independent Euronav Supervisory Board members, two nominated by Hemen Holding Limited (“Hemen”) and two additional new independent directors. Frontline's largest shareholder Hemen, and related companies owning shares in Euronav, have committed to support the potential transaction.
Saab kõige võimsam laevastik
A combination would create a leading global independent oil tanker operator, with:
A market capitalization of more than USD 4.2 billion based on market values of the respective companies as of 6 April 2022
Leading global tanker market participation with 69 VLCC and 57 Suezmax vessels, and 20 LR2/Aframax vessels
A strong balance sheet and access to attractive financing, supporting industry leading operational break-even levels for the combined fleet
Leading combined expertise in the shipping industry with the ability to attract and retain world-class talent
Significant benefits arising from a larger combined fleet leading to, among other benefits, improved overall utilization and cost synergies which will lead to uplifted shareholder value
Significant synergies related to SG&A and other savings expected to be extracted from the combined entity; and
Leadership in sustainable shipping, aiming for the highest ESG standards in the industry
HAMILTON, Bermuda and ANTWERP, Belgium, April 7, 2022 – Frontline Ltd. (“FRO” or “Frontline”) (NYSE: FRO - OSE: FRO) and Euronav NV (“EURN” or “Euronav”) (NYSE: EURN & Euronext: EURN) are pleased to announce that the companies have signed a term sheet that has been unanimously approved by the independent members of Frontline's Board of Directors and by Euronav's Supervisory Board, on a potential stock-for-stock combination between the two companies, based on an exchange ratio of 1.45 FRO shares for every EURN share resulting in Euronav and Frontline shareholders owning approximately 59% and 41%, respectively, of the combined group. It is anticipated that Euronav will pay total dividends of up to 12 cents before the closing of the business combination with no impact on the exchange ratio.
If the combination materializes, the combined group would continue under the name Frontline and would continue to operate from Belgium, Norway, UK, Singapore, Greece and the US. The combined group will be headed by Mr. Hugo De Stoop as the Chief Executive Officer and the Board of Directors of the combined group is expected to consist of seven members, including three current independent Euronav Supervisory Board members, two nominated by Hemen Holding Limited (“Hemen”) and two additional new independent directors. Frontline's largest shareholder Hemen, and related companies owning shares in Euronav, have committed to support the potential transaction.
Saab kõige võimsam laevastik
A combination would create a leading global independent oil tanker operator, with:
A market capitalization of more than USD 4.2 billion based on market values of the respective companies as of 6 April 2022
Leading global tanker market participation with 69 VLCC and 57 Suezmax vessels, and 20 LR2/Aframax vessels
A strong balance sheet and access to attractive financing, supporting industry leading operational break-even levels for the combined fleet
Leading combined expertise in the shipping industry with the ability to attract and retain world-class talent
Significant benefits arising from a larger combined fleet leading to, among other benefits, improved overall utilization and cost synergies which will lead to uplifted shareholder value
Significant synergies related to SG&A and other savings expected to be extracted from the combined entity; and
Leadership in sustainable shipping, aiming for the highest ESG standards in the industry
Midagi läheb ka odavamaks
Kaubalaevade Shangai index kukub 14 nädalat järjest.
Kaubalaevade Shangai index kukub 14 nädalat järjest.
"Visahing"
Midagi läheb ka odavamaks
Kaubalaevade Shangai index kukub 14 nädalat järjest.
Kui kõik "lockdownis", ega siis ei liigu suurt midagi ka selle -30% juures :)