Litt opp 43172$

Noen som har dagens rater ?

Hva velger du under commodity / Alternative?
LPG / NGL

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Hvor kan man følge rater?

https://finansavisen.no/nyheter/bors/2020/09/30/7572443/john-fredriksen-fortsetter-a-kjope-aksjer

Hemen Holding, som kontrolleres av John Fredriksen, har kjøpt 40.000 aksjer i Avance Gas Holding til en snittkurs på 23,8 kroner, tilsvarende 952.000 kroner

Det har været et par gode dage. Jeg er sikker på, at det kun er startet på rejsen op til 50 kr inden jul.

Det bliver spændende at se short over de næste dage. Et lille squezze vil hurtig få os op 30 kr. Sammen med rigtig gode rater, så ligger alt til rette for en fantastisk rejse mod 50, måske 60 kr. Denne aktie er💪

Ja han har det og det for at de hadde nåd hans kursmål med en økning fra 18 ca
Hanisdal har jeg vel mistet troen på fulstandig så er det også sagt

Ingen short dekt i går 29.09

vi får håpe de økte shorten ytterligere i dag før Aksjen tok enda et skritt opp.

Billig ennå! Sikkert noen som tror de er seint ute, men det er feil. Fikk saftig utbytte fra gjf i dag, kjørte alt inn i avance.

Husk at guruen Hannisdahl har target price 22... (!!)

Morsomt å se at det er lille Avance som viser vei😀40kr om ikke så lenge

Shorterne får det travelt nå og fremover for avance ser ut til å avance, Knegggg.
Avance Gas Holding (AVANCE)
24.86 NOK+1.46 (+6.24 %)
# Player Short Position value Latest win/loss Startprice position Total value change
1.
Susquehanna International Holdings Llc
0.52 % 8.41 M -0.49 M 22.20 NOK -0.90 M
2.
Voleon Capital Management Lp
2.49 % 40.01 M -2.35 M 22.16 NOK -4.35 M
Sum: 3.01 % 48.42 M -2.84 M -5.25 M

😹

24..

Bare rør å sette Bwlpg inn i Avance settingen nå, Avance handles 20 prosent rimligere i markedet i dag kontra BWlpg.

I 2 kvartaler på rad har Avance syltet ned overskudd på kistebunnen + de har solgt et skip med gevinst.
I andre enden har Bwlpg allerede utdelt dividende for 2 kvartaler, og aksjekursen har steget i tilegg.

Det er en stor dissmatch mellom selskapene slik de i dag prises, dette vil trolig utjevnes når Avance i q3 tar opp utbytte tråden igjen.
Det er stor oppside i Avance, er man pissregn for at Lpg skal ned kan man shorte BWLPG som en hedge.

krydser fingre for du får ret. 👀

Ja, der kan nok komme en shortsquezze, der tager kursen endnu højere over de næste dage. Det vil sikkert hjælpe på det tekniske billedet, som vil understøtte videreopgang på kort, mellemlang og lang sigt.

Det vigtigste for mig er dog, at det fundamentale er på plads og Avance tjener masser af penge i øjeblikket, samtidig med raterne ser ud til at skal i vejret hen over efteråret og vinteren. Jeg ser en fordobling inden jul. Denne aktie er💪

+ 5.60 % + 1.24 NOK. Kurs luk 23.4

Nå er det straks bye bye 24,-

Gratulerer til alle som nå endelig får betalt for tollmodigheten sin.

kjipt å ha short sånne dager.

+ 5.23 +NOK1,16 NOK kurs 23.32

Performance i 2020 Avance -55% & BW -50% - så stort set lige hvad performance angår.

BW er et solid selskap, men akkurat nå er Avance mer underpriset, og derfor et bedre kjøp.

Må ikke glemme at det er en grei short på 1,9 mill aksjer som vel også skal dekke seg inn... Mon tro hva et kraftig ratehopp hadde betydd :)

Så husk at få BW LPG med også - den kommer tilsvarende op, og efter min mening, et langt bedre selskab.

Så kom der kul på kursen. Denne kommer til at gå højt over de næste måneder. Jeg henviser igen til udviklingen sidste efterår, hvor vi hurtigt kom op over 50 kr

Fredriksen laster opp i AVANCE:
https://newsweb.oslobors.no/message/514537   (29.09.2020, 14:38:36)

«Hemen Holding Limited ("Hemen"), which is indirectly controlled by trusts established by Mr. John Fredriksen for the benefit of his immediate family, has on 29 September 2020 acquired 395,000 shares in Avance Gas Holding (OSE: AVANCE) at a price of NOK 22.0267 per share.

Following the acquisition, Hemen holds 15,690,568 shares in Avance, equalling 24.316% of the shares and votes in Avance.

In addition, Frontline Ltd, a company in which Hemen holds approximately 40.0% of the shares, owns a total of 442,384 shares in Avance, resulting in an aggregate holding of 16,132,952 shares equalling 25.001% of the shares and votes in Avance. The foregoing calculations are made based on 64,527,972 outstanding shares.»

Dagens fantastiske rater vil føre til svært solid inntjening for Avance fremover. Selskapet ligger an til å tjene 30% av sin market cap i løpet av andre halvår 2020. I tillegg har de 70% av market cap i cash på konto. Selskapet prises derfor til Ye2020 cash og markedet mener at flåten ikke har noe verdi selv om det ligger over 25kr aksjen i stålet når man trekker fra gjelden. Det mest underprisede selskapet på Oslo børs ?

Ratene stiger for andre dag på rad ! over 42k i dag. Løken Hannisdal har egg i tryne.

Dorian stiger 3%

Er alt for kaldt i været til å gå med kort bukser nå.

Der kan være mange shorts under 0,5 % vi bare ikke kan se.

Foskjellen på Avance og BW er at BW ikke shortes akkurat nå

Futures for Q4 og Q1 2021 stiger og tilsvarer snart TCE over 40.000/dag for de neste 5 mnd. Fraktmarkedet er vanvittig sterkt. Avance og BW tjener solide summer med disse ratene. P/E under 2 og NAV på 30-40% i begge? Merkelig prising. Her er det bare å kjøpe med alt man eier og har.. Det kan ikke være mye nedside her.

Poten:41.873

Højere standard af køkkenudstyr i Indien, det er en total win-win for både de indiske husmødre og Avance👍

Abundant supply, lower prices make automotive LPG promising fuel for future.

https://energy.economictimes.indiatimes.com/news/oil-and-gas/abundant-supply-lower-prices-make-automotive-lpg-promising-fuel-for-future/74603931

NEW DELHI: The government's push to provide clean cooking fuel to every household has turned India into the world's second largest LPG consumer whose demand is projected to rise 34 per cent by 2025

https://energy.economictimes.indiatimes.com/news/oil-and-gas/india-becomes-worlds-2nd-largest-lpg-consumer-after-ujjwala-push/67853434

Poten:41.598

China’s LPG sector faces demand, natural gas challenge

Published date: 23 September 2020
Share:

Local governments in China are pushing households to switch from LPG to piped natural gas, adding to the challenge of weak commercial and industrial demand for the fuel during the Covid-19 pandemic.

Sales volumes were 20pc lower during the first eight months of this year compared with the same period in 2019, according to LPG importers in east and south China.

Residential LPG demand in the southern city of Shenzhen in Guangdong province is shrinking as the local government requires residential buildings to use piped natural gas, a local trader said. Some communities with access to natural gas pipelines are also no longer allowing LPG cylinder deliveries, the trader said.

But the actual use of natural gas may be much higher as many households within these residential communities have not switched away from LPG because of the high costs associated with opening an account with natural gas suppliers, the trader said.

Total LPG import volumes at the five wholesale terminals in the Pearl River Delta area — Sinobenny, Jovo, Chinagas, Siamgas and New Ocean — decreased by 14pc on the year to 2.23mn t over January-August, data from oil analytics firm Vortexa showed. And import volumes at the Sinobenny terminal in Shenzhen declined by 42pc to 210,000t, according to the same data. The slump was largely a result of the switch to natural gas.

China's LNG sales volumes during the first half of this year increased by 17.5pc from the year-earlier period to 1.65bn m³, with piped natural gas supplies accounting for 1.41bn m³, according to an interim report published by city gas firm Shenzhen Gas, the parent company of Sinobenny. Shenzhen Gas owns LPG and LNG import businesses in more than 11 provinces across China.

The report also showed that 132,000 households in Shenzhen switched to natural gas from LPG in the first half of 2020, while LPG wholesale volumes in the key Pearl River Delta area fell by 32.7pc from a year earlier to 192,000t during January-June.

In east China, LPG is mostly used in the commercial sector in cities and in rural households besides the petrochemical industry. But safety concerns following the June explosion of a road tanker carrying LPG and subsequent cylinder blow-ups have sparked a debate about switching to natural gas in the food and beverage sector in east China's Zhejiang and Jiangsu provinces. Some restaurants in Jiangsu have stopped using LPG cylinders and switched to electricity or natural gas.

A slowdown in domestic and global economic activity because of the Covid-19 pandemic has also contributed to the fall in LPG demand. Revenues from China's food and beverage sector have started to recover but remain 26.6pc lower than the first eight months of 2019.

In south China and the bordering inland and eastern provinces, industrial demand for LPG has slumped because of a slowdown in international trade. Many pottery and porcelain manufacturing plants have shut down because of a lack of overseas orders, said an LPG importer in the Chaoshan area. Industrial demand was only 30-40pc of levels in the first eight months of 2019, he said. Industrial demand typically hits a peak in September as manufacturing plants try to fulfil overseas orders for the Christmas holiday season, but it has been quiet this year, he said.

The lack of international orders and switch to natural gas have dented industrial demand for LPG, said a refiner in the southwestern Fujian province.

One of China's largest pottery and porcelain manufacturers has switched to natural gas from LPG because of safety concerns.

Consistently lower prices for LNG delivered to Asia-Pacific markets compared with delivered LPG prices (see graph) are also likely leading to a rise in residential demand for LNG.

China's natural gas supplies — a combination of domestic production and LNG and pipeline imports — increased by 6.5pc on the year to 181.7bn m³ over January-July, according to data from China's customs and the national bureau of statistics.

The country's underground natural gas storage capacity will reach 14.84bn m³ by the end of this year, 23.4pc higher from the end of 2019, according to Argus estimates.