FLEX LNG - Kursmål
"De lærde" strides.
Claeves nedgraderer med mål 60
SEB øker sitt til 70
Kepler har 107
Pareto øker til 95
--
Jeg kan se ut fra teknisk formasjon at det gis signal om mål ca 76 i første omgang.
Claeves nedgraderer med mål 60
SEB øker sitt til 70
Kepler har 107
Pareto øker til 95
--
Jeg kan se ut fra teknisk formasjon at det gis signal om mål ca 76 i første omgang.
Redigert 21.01.2021 kl 09:40
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luffe968
22.01.2022 kl 14:43
6195
Hvis du regner med kurs 100-120 inden q4 regnskab med udbytte på måske 0,75$ vælger du så at sælge ? Jeg har selv et gak på 179nok og er i tvivl om jeg skal springe over i gogl og tag tabet eller om jeg skal tage udbyttet med og geninvestere det. Jeg er rimelig ny i den her sector og mangler føling med udviklingen selvom jeg synes at have læst 100vis af sider kommentarer regnskaber osv. Jeg har indtryk af at du har haft godt tag i sectoren - kan du hjælpe en "nybegynder" - har forholdsvis brugt lpg markedet. (BW-lpg) - på forhånd tusind tak.
SuperSeven
26.01.2022 kl 18:07
5512
Øystein Kalleklev skriver:
Lot’s of politicans are talking about sending extra LNG from Qatar or USA to support Europe.
The latest entry to the club is Australia part of the too three club of exporters. Sailing distance from Australia to UK is between 9,000 to 13,000 nautical miles so here we would talk about the ultimate backhaul leg for LNG carriers and actually also a very nice fronthaul leg given the distance.
In reality most LNG is sold on contracts without destination flexibility and most flexible US cargoes already go to Europe so volumes would be limited to spot cargoes unless sellers and buyers of the contractual volumes agree to allow cargoes to be sold to European buyers.
Lot’s of politicans are talking about sending extra LNG from Qatar or USA to support Europe.
The latest entry to the club is Australia part of the too three club of exporters. Sailing distance from Australia to UK is between 9,000 to 13,000 nautical miles so here we would talk about the ultimate backhaul leg for LNG carriers and actually also a very nice fronthaul leg given the distance.
In reality most LNG is sold on contracts without destination flexibility and most flexible US cargoes already go to Europe so volumes would be limited to spot cargoes unless sellers and buyers of the contractual volumes agree to allow cargoes to be sold to European buyers.
unge_trauste
27.01.2022 kl 20:03
5104
Fint å få uttelling for å kjøpe dippen, men skulle gjerne hatt tilbudspriser frem til neste lønning.... :P
Bjarne Kanin
27.01.2022 kl 22:45
4987
21.65 (+12.76%), ca kr 194 NOK.
Redigert 27.01.2022 kl 22:46
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SuperSeven
31.01.2022 kl 19:55
4465
vicktor
02.02.2022 kl 16:35
4112
Opp 30 prosent ja, da vil kursen være ca. kr 240, -
Dette er en aksje alle burde ha i sin samling
Dette er en aksje alle burde ha i sin samling
Sonatrach
05.02.2022 kl 09:17
3659
Trøstesløst fra Braemar ACM:
Short Term shipping has taken a hit over January as several two strokes are locked
up for summer coverage in the low 50’s!
The spot market is not much better off
either, We recorded TFDE fixed at 32k/d with Ballast Bonus back to hub (USG to
EURO)! Bearish sentiment is mainly attributed to European and Asian arbitrage
remaining closed.
This Friday, we finally saw the Baltic printing BLNGg negative for
the first time. However, there is still light at the end of the tunnel; gas levels have
been slowly dropping over the last few weeks, nearly to levels that Asian end users
can be comfortable buying again.
We’ve seen marginal improvements on the
TTF/JKM arb this week: April JKM is pricing higher than TTF for the first time since
last year.
Medium to long term activity has been somewhat muted this week. Charterers
seemed to take a back seat in discussions. IOC secured a 150,000m3 steamship for
1yr basis USG March delivery. Next week we expect activity to pick up.
Short Term shipping has taken a hit over January as several two strokes are locked
up for summer coverage in the low 50’s!
The spot market is not much better off
either, We recorded TFDE fixed at 32k/d with Ballast Bonus back to hub (USG to
EURO)! Bearish sentiment is mainly attributed to European and Asian arbitrage
remaining closed.
This Friday, we finally saw the Baltic printing BLNGg negative for
the first time. However, there is still light at the end of the tunnel; gas levels have
been slowly dropping over the last few weeks, nearly to levels that Asian end users
can be comfortable buying again.
We’ve seen marginal improvements on the
TTF/JKM arb this week: April JKM is pricing higher than TTF for the first time since
last year.
Medium to long term activity has been somewhat muted this week. Charterers
seemed to take a back seat in discussions. IOC secured a 150,000m3 steamship for
1yr basis USG March delivery. Next week we expect activity to pick up.
sverre_stang
07.02.2022 kl 23:44
3346
Hva skjer om dette blir en virkelighet??
https://e24.no/internasjonal-oekonomi/i/1O0WKM/biden-vil-stenge-gassledning-dersom-russland-invaderer-ukraina?utm_source=vgfront&utm_content=hovedlopet_row1_pos1&referer=https%3A%2F%2Fwww.vg.no
https://e24.no/internasjonal-oekonomi/i/1O0WKM/biden-vil-stenge-gassledning-dersom-russland-invaderer-ukraina?utm_source=vgfront&utm_content=hovedlopet_row1_pos1&referer=https%3A%2F%2Fwww.vg.no
Redigert 07.02.2022 kl 23:47
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Sonatrach
08.02.2022 kl 18:02
3220
Trist som faen:
On Tuesday, the Baltic Exchange and Spark Commodities pushed their rate assessments for Atlantic trading LNG carriers into negative territory.
The Baltic’s BLNG2g for 160,000-cbm, tri-fuel diesel-electric LNG carriers trading between the US and the Continent went deeper into the red by $6,863 to -$7,611 per day.
Its US Gulf to Japan route fell $3,283 to $3,894 per day.
On Tuesday, Spark Commodities logged its first negative LNG rate assessment.
The company, which assesses its rates on a voyage between load, discharge and back to load port, reported its Spark30S Atlantic assessment at -$750 per day.
Spark managing director Tim Mendelssohn told TradeWinds: “It highlights how current vessel charter payments for the Atlantic basin do not cover the fuel cost of ballasting the vessel back to the load-port, reflecting an increase in vessel availability and a reduction in charterer requirements.”
He said the assessments came close to slipping into negative figures in mid-2021, but the higher LNG prices this year are also hitting LNG carriers that use the commodity as fuel.
On Tuesday, the Baltic Exchange and Spark Commodities pushed their rate assessments for Atlantic trading LNG carriers into negative territory.
The Baltic’s BLNG2g for 160,000-cbm, tri-fuel diesel-electric LNG carriers trading between the US and the Continent went deeper into the red by $6,863 to -$7,611 per day.
Its US Gulf to Japan route fell $3,283 to $3,894 per day.
On Tuesday, Spark Commodities logged its first negative LNG rate assessment.
The company, which assesses its rates on a voyage between load, discharge and back to load port, reported its Spark30S Atlantic assessment at -$750 per day.
Spark managing director Tim Mendelssohn told TradeWinds: “It highlights how current vessel charter payments for the Atlantic basin do not cover the fuel cost of ballasting the vessel back to the load-port, reflecting an increase in vessel availability and a reduction in charterer requirements.”
He said the assessments came close to slipping into negative figures in mid-2021, but the higher LNG prices this year are also hitting LNG carriers that use the commodity as fuel.
Triton
08.02.2022 kl 22:35
3060
Da er det godt at Flex har gode kontrakter på sine skip, ikke så avhengig av spot prisingen. Skal bli spennende å høre hva Flex presenterer på Q4 presentasjonen og ikke minst utbytte, blir det over 1$
Tiuren
09.02.2022 kl 09:17
2940
Mulig de kommer med et tileggsutbytte ? Hva tror dere ?
Company update:
We are pleased to confirm that the $160m financing for Flex Volunteer announced in connection with the Q3 report was finalized as planned on December 16, 2021. The net cash released to Flex LNG from this transaction was $38m.
Company update:
We are pleased to confirm that the $160m financing for Flex Volunteer announced in connection with the Q3 report was finalized as planned on December 16, 2021. The net cash released to Flex LNG from this transaction was $38m.
Triton
09.02.2022 kl 10:06
2893
De har jo nevnt at pga.den sterke kontant beholdningen så skal de fortsette å kjøpe tilbake aksjer eller betale det ut til aksjonærene. Tilbakekjøp programmet ble vel stoppet pga.så få omsettelige aksjer i selskapet, vi får håpe på en overraskelse med ekstra utbytte.
MacJoJo
15.02.2022 kl 09:40
2510
Syns det er ett ganske beskjedent kursmål. Men det kommer an på tidshorisonten? Neste 12 mnd bør vi kunne se opp mot 300 kr.
I morgen avsløres utbytte, blir spennende å se hvor mye det blir. Over eller under 90 cent??
#1 når det gjelder utbytter på OSE!!! Hvor lenge kan det holde? 2-3 år?? Mer??
I morgen avsløres utbytte, blir spennende å se hvor mye det blir. Over eller under 90 cent??
#1 når det gjelder utbytter på OSE!!! Hvor lenge kan det holde? 2-3 år?? Mer??
MacJoJo
15.02.2022 kl 10:29
2470
https://e24.no/boers-og-finans/i/MLv22m/fredriksens-shippingkjemper-klar-for-resultatilden-spinnvill-utvikling
Arctic Securities venter et resultat etter skatt på 60,5 millioner dollar. Resultatet per aksje er ventet til 1,14 dollar.
I samme periode i året før var tallene henholdsvis 26 millioner dollar og 0,48 dollar per aksje.
Arctic Securities venter et resultat etter skatt på 60,5 millioner dollar. Resultatet per aksje er ventet til 1,14 dollar.
I samme periode i året før var tallene henholdsvis 26 millioner dollar og 0,48 dollar per aksje.
MacJoJo
16.02.2022 kl 08:30
2279
Som antatt ble resultatet bra, faktisk bedre enn ventet.....
https://finansavisen.no/nyheter/shipping/2022/02/16/7819857/monsterresultat-fra-flex-lng
https://e24.no/boers-og-finans/i/v5pWxV/resultathopp-for-flex-lng-men-naa-tynger-ukraina-uro-putin-oedela-spotmarkedet
https://finansavisen.no/nyheter/shipping/2022/02/16/7819857/monsterresultat-fra-flex-lng
https://e24.no/boers-og-finans/i/v5pWxV/resultathopp-for-flex-lng-men-naa-tynger-ukraina-uro-putin-oedela-spotmarkedet
MacJoJo
07.06.2022 kl 20:22
1554
Regnt skrev DnB øker kursmålet til 233 kr.
Det er flere enn DNB som har vært konservative i sine kursmål.
På an igjen
07.06.2022 kl 22:20
1447
FLNG endte på 32.15 i statene opp 0.41%, ser frem til utbytte som skal komme på fredag. Velger å holde på den posisjonen jeg har i selskapet men sier ikke nei til gode nyheter. Om utbyttet skal reinvesteres - da må det komme en dipp, ellers er alt til salgs om prisen blir riktig. Ser for meg en økning på 10-15% da det er mange som byr på skip fremover.
Gull i pungen
08.06.2022 kl 14:16
1307
Denne er over priset, ikke mer å hente, ta til fornuften nå og kjøp Cool company i stedet