Jevnført med banken og renter, er jo Frontline årevis.. foran i avkastning. Ledelsen tenker langsiktig og det er jo bra.

Interessant. Og jeg vil anta det kommer en boost i det øyeblikket det er lys i enden av coronaproblemet. Mange triggere som kan gjøre at ratene stiger i været igjen - så frem til at vi unngår en ny contango ;)

FRO fosser fram: Datoer for utbytte i 2.kvartal: https://www.frontline.bm/dividend-policy-and-history/

Det er mulig Frontline kun vil gå ned 2-3% I morgen, da den holdt seg godt i USA også.
Framover mot den 10.Sept, vil den trades ned så langt som mulig, slik at man kan fylle på med så mange aksjer som mulig før Ex utbyttedag... Så blir det unnasalg etterpå igjen.
Er 40kr aksjen en god inngang i Sept/okt?... Eller har de noen triggere som kan holde den over 50?

Leser en historikk på Frontline, så har vel Q3 og Q4 var de bedre kvartal for Frontline. Nå kom Corona viruset og snudde på regnestykket. Oppfatter likevel at nærmeste kvartaler, blir gunstig grunnet kaldere årstid. Konklusjonen er, et veldig godt år for Frontline år 2020.

FRO: DNB MARKETS NEDJUSTERER KURSMÅL TIL 86, GJENTAR KJØP
Oslo (TDN Direkt): DNB Markets nedjusterer kursmålet på Frontline-aksjen til 86 kroner pr aksje fra tidligere 98 kroner og gjentar en kjøpsanbefaling, ifølge en rapport fredag.
Meglerhuset påpeker at utbyttet for andre kvartal var lavere enn ventet, men at de anser tilbakebetalingen på 60 millioner dollar på den rullerende kredittfasiliteten som en vis beslutning.

Dette vil ifølge DNB Markets-analytikerne effektivt øke likviditetsbufferen for en regnværsdag samtidig som at en går inn i ukjent farvann med lav oljeetterspørsel og høye oljelagre.

LK finans@tdn.no Infront TDN Direkt, +47 21 95 60 70

Gode kjøps muligheter i dag med andre ord. For hver aksje man kjøper får man jo 4,5 nok i utbytte også.

Ja det tror jeg. nå kom Kepler med kursmål 104.-
Men akkurat nå er det vel en shorter sin våte drøm.

Så solid at Hannisdahl nå endrer benchmarken for VLCCer... https://twitter.com/JHannisdahl/status/1299093588563972096

Har han omsider gått lei av alle spørsmålene for hvorfor "hans" rater er så mye lavere enn hva andre rapporterer?

Global Ship Orders May Take Decade to Mend as Crisis Builds

https://gcaptain.com/global-ship-orders-may-take-decade-to-mend-as-crisis-builds/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Gcaptain+%28gCaptain.com%29&goal=0_f50174ef03-727b3447d9-170161717&mc_cid=727b3447d9&mc_eid=1d917b53fa

Og der var Spetalen ute av short listen.

Hvilket dag går den eks utbytte for Q2?

10 sept. Gå inn den 9 - og bli til 11. Pengene betales ut er par uker etter det. Men tenk på Frontline som et langsiktig prosjekt. Jeg er selv inne med nesten 1 mill kroner! Og har tro på at denne dobles om et par år. I mellomtiden får jeg 8-10 utbytter.

Doubles the Ton-miles, USG export of crude vs Middle East to Far East - Ikke sant ?

Artikkel:
By Tsvetana Paraskova - Aug 29, 2020, 6:00 PM CDT

The World’s Top Oil Importer Is Turning Its Back On Saudi Arabia

In recent months, the world’s biggest oil exporter, Saudi Arabia, has lost market share in China to the United States as the world’s top oil importer has boosted imports from America and reduced purchases from the Kingdom. China has imported record volumes of crude oil

in recent months, taking advantage of the lowest crude prices in two decades in April stock up on dirt-cheap oil.

In their bargain-hunting for low-priced oil, Chinese state oil giants and independent refiners alike snapped up cheap

U.S. cargoes in April, which were loaded in May, started to arrive in China in June, and set records in July.

at the same time, Chinese oil imports from Saudi Arabia – after hitting all-time highs in May and June thanks to

the bargain prices the Saudis offered in the brief price war for market share in March and April – slipped in July as availability of crude from the Middle East shrank after May with the OPEC+ cuts.

Chinese refiners were opportunistic buyers of crude in March and April, and given the shorter tanker travel time between the Middle East and China, compared to the U.S.-China route, Chinese imports of crude oil from Saudi

Arabia slumped as early as in July from the record highs of the previous two months. Meanwhile, the roughly 45-day route from the U.S. to China means that the cheap American crude oil loaded in May started arriving in China en masse in July.

Last month, Saudi Arabia slipped to the third spot on the list of China’s key oil suppliers behind Russia and Iraq— the first time in two years that the Kingdom has not been the number-one or number-two oil supplier to the world’s top oil importer.

Related: Why Shale Executives Should Jump On The ESG Trend Now

The OPEC+ production cuts have surely played a role in Chinese buyer preferences. The lower exports from the Middle East tightened the availability of those grades, pushing up the price of the Middle East Oman/Dubai benchmark, against which the Gulf oil producers price their oil going to Asia.

While Saudi Arabia’s oil exports to China in July declined by 23.4 percent to 1.26 million barrels per day (bpd) – making Saudi Arabia China’s third-largest oil supplier – Chinese imports of U.S. crude oil soared by 139 percent year over year, to around 864,200 bpd, placing America at the fifth place among Chinese suppliers.

To compare, in each of May and June, China imported 2.16 million bpd of Saudi crude, a record high. Saudi Arabia has lost market share in China not only to the U.S. but also to Brazil, estimates from Reuters columnist Clyde Russell show.

The key reason for this development was similar to the reason for the high imports from the U.S.—China going bargain-hunting for ultra-cheap crude oil when prices crashed in March and April, courtesy of the Saudi-Russian oil price war, among other, pandemic-related, things.

Data from Refinitiv Eikon suggests that China’s U.S. crude oil imports will continue to be strong in August, while the isibility for September and afterwards is somewhat lower, although a recent Bloomberg report suggested that

China had chartered tankers that could deliver as much as 37 million barrels of crude oil from the United States in September—a possible record high.

In August, Saudi Arabia is not ramping up its crude oil exports just yet, despite the fact that the OPEC+ group is easing the production cuts by a collective 2 million bpd as of August 1.

Related: Hydrogen Is Cleaning Up One Of The World’s Dirtiest Industries

After September, the Saudis could claw back some market share lost to the U.S. (and Brazil) over the past two months, as the opportunistic Chinese buying of American oil may have come to an end, Reuters’ Russell argues.

Despite increased purchases of U.S. oil in recent months, analysts do not believe that China’s primary motivation for this has been trying to fulfill its pledge in the Phase 1 U.S.-China trade deal to buy much more U.S. energy products. The record-high monthly imports of oil from America were instead the result of the bargain-hunting for cheap oil during the March-April price rout.

Saudi Arabia has a chance to boost its market share in China again at some point by the end of the year. But it will not be the Saudis that will dictate the market—it will be demand and refining margins in Asia, the price differentials of grades from various regions, and, of course, China’s policy of oil purchases going forward.

https://www.reuters.com/article/us-usa-fed-jacksonhole-markets/jump-in-30-year-treasury-yield-raises-expectations-of-fed-purchases-idUSKBN25R0GY?il=0

NEW YORK (Reuters) - Investors are raising expectations the Federal Reserve will act to tame an upturn in yields by expanding its purchases of long-dated Treasury bonds, after the U.S. central bank said it would allow inflation to run higher.

Linker, linker, linker, Gjesp

Takk for info. Da tenker vi helt likt. Klarte bare ikke finne datoen for utbytte.