Agas - anbefaler kjøp av shipping aksje
Superoptimist
19.03.2021 kl 17:23
7355
charlie1102 skrev Poten idag: 15,388
Ja og Dorian opp nær 2,5%. Hva skal vi si om fremtiden?
Sonatrach
19.03.2021 kl 17:32
7353
EAST
The MEG market climbing steadily as we still await Aramco acceptances. The first decade of April has been quite active with 6 spot fixtures already concluded ex MEG. Availability remains pretty thin although some hidden relets could emerge once Saudi is out.
Theoretical mid-April MEG positions would be in the US sometime in early/mid-May where many expect the market to be stronger than of current and as such, this could help the East market to firm further. Another interesting point is that we are yet to see any April requirements from Indians, this should also be a bull sign.
WEST
Although the activity in the market has come down somewhat in comparison with the two past weeks, the momentum is kept, and the trend is pointing upwards. After a big change in direction, and some healthy activity to follow, it is only natural that market players are taking a step back to regroup.
Although there are a few deals done this week too, the list of available ships is only marginally reduced in comparison to what we reported last week. There are still March positions that need to accept some waiting time before being fixed.
Based on current freight discussions, western loaders are trading at around 15-16,000 per day for the transpacific route, and close to 20,000 per day in the Atlantic basin.
The MEG market climbing steadily as we still await Aramco acceptances. The first decade of April has been quite active with 6 spot fixtures already concluded ex MEG. Availability remains pretty thin although some hidden relets could emerge once Saudi is out.
Theoretical mid-April MEG positions would be in the US sometime in early/mid-May where many expect the market to be stronger than of current and as such, this could help the East market to firm further. Another interesting point is that we are yet to see any April requirements from Indians, this should also be a bull sign.
WEST
Although the activity in the market has come down somewhat in comparison with the two past weeks, the momentum is kept, and the trend is pointing upwards. After a big change in direction, and some healthy activity to follow, it is only natural that market players are taking a step back to regroup.
Although there are a few deals done this week too, the list of available ships is only marginally reduced in comparison to what we reported last week. There are still March positions that need to accept some waiting time before being fixed.
Based on current freight discussions, western loaders are trading at around 15-16,000 per day for the transpacific route, and close to 20,000 per day in the Atlantic basin.
Skjønner ikke at noen tror Bwlpg kjøper Agas, Dorian har egne aksjer nok til å cashe ut hele oppkjøpet om de kjøper 10% av Agas aksjene, tipper det er Dorian bak BNP kontoen
Redigert 19.03.2021 kl 20:23
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Sonatrach
23.03.2021 kl 13:59
6682
XX har brukt BNP til å kjøpe 4.84%. Ved en vellykket handel i går kveld ville de seilt rett inn over 10% før flagging...... Nå må de flagge ved 5% om de kjøper mer..... Og da fyker prisen i været.
Sonatrach
24.03.2021 kl 14:05
6414
Jeg tipper Petredec's strategi nå er å handle med begge hender i nedre halvdel av 40 tallet for å se om de kan greie 10+% til en noenlunde fornuftig pris. Dette skremmer sikkert vannet av shorterne også, og vil legge enda mer press på aksjen.
Kjøttmopeden
24.03.2021 kl 15:35
6198
Jeg må nu si at det er en spennende utvikling her nå.Mine selges ikke før 60+.Hva tror dere vil skje fremover nå?
Sonatrach skrev Fantastisk morro i dag. Måtte det bare fortsette!
Etter hva jeg skjønner, så tar denne aktøren possisjon for å forhindre oppkjøp av Agas, vet egenlig ikke helt hvosr spennede det er.
Just me
24.03.2021 kl 18:19
5949
Regner med at du solgte på mandag Long, trenger du ny inngang på lavere kurs?
Sonatrach
24.03.2021 kl 18:59
5866
Det blir uansett slåsskamp om aksjene. Ingen er heller forhindret fra å by på alle aksjene. Kanskje litt dyrere siden interessen er så stor? Kanskje Hemen velger å teame opp med Petredec til slutt fordi han hater BW og vil ikke unne dem et oppkjøp? Kanskje Petredec er den perfekte partner pga tradingbiten? Eller, den ultimate konspirasjonsteorien; Kanskje BW, Dorian, Petredec og en eller flere andre med store poster snakker sammen og hjelper en av dem med et kupp? Only time will show.......
Redigert 24.03.2021 kl 19:00
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Med 3 sterke aktører med hver sin store possisjoner ser jeg det som utenkelig at dette ender med salg/ fusjon ingen av aktørene vil selge sine aksjer til konkurentene, det eneste de ønsker er å forhindre at det skjer.
Redigert 24.03.2021 kl 19:51
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suspekt
24.03.2021 kl 21:06
5483
Avance med 2 stk nybygg på gang, prisene på slike skip har vel steget med minst 20% siden bestilling. Ville vert gull for bwlpg å få kontroll over agas flåten, kan fort komme en overraskelse her. Hold på aksjene. Sitter selv i begge for å helgardere.
JTC
24.03.2021 kl 21:53
5283
kodenavn skrev Alt er til salgs Longst. Det er bare et spørsmål om pris.
Nesten umulig å si hva som vil skje nå, men at det meste peker i positiv favør for agas aksjekurs er det vel liten tvil om. Jeg valgte allikevel å redusere beholdning med ca. 10% i dag med snitt på rundt 42,2. Helt greit med litt gevinstsikring. De penga skal i krigskassa og ikke inn igjen i markedet med det første:)
suspekt
24.03.2021 kl 22:26
5196
Frontman skrev Jo Får 1 iår, 1 neste år og 2 i 23
Ja det er riktig, blir en formidabel flåte av nye slip, håper de greier det uten emisjon, men det går vel noe ut over utbytte.
JTC
25.03.2021 kl 02:21
4938
Med dagens futures og inneværende kontantbeholdning vil det ikke bli behov for emisjon. Det kan selvsagt allikevel bli emisjon, men for øyeblikket så er dette selskapet i spill og alt kan skje sånn ca:)
JTC
25.03.2021 kl 02:28
4937
Og nå sitter jeg våken enda, utelukkende på grunn av selvangivelsen og den forbanna formuesskatten. F.. Meg like irriterende hvert år...
Sonatrach
25.03.2021 kl 20:56
4462
LPG kommer som hakka møkk nå!
Rate assessment opp ytterligere $175,000 til $600,000 Usd/PCM eller TCE $19,726 Usd/dag!
Siste fra Fearnleys:
Shipping:
EAST
The momentum on freight from last week in the East has continued and last done deal in the market is reported around USD 40 pmt Baltic. Various fob tenders from Middle Eastern suppliers has kept market players busy, and we are also expecting more activity from Indian majors for 2H April cargoes. As such, owners’ ideas are building as we continue to see more ships booked away on subs.
WEST
The West market has been rather active over the last couple of days around the relatively few vessels which were still open for spot business. A handful of FOB cargoes changed hands off dates in the last decade of April and which consequently led to some ships getting fixed. There are still a few cargoes for sale in the second decade of April which are attracting some attention. Freight fixtures have been concluded at consistently increasing levels since last week and are now in the mid USD 60’s H/C and mid USD 30’s H/F. Focus is largely still on April dates, however, a handful of inquiries have surfaced for first decade May loadings.
Rate assessment opp ytterligere $175,000 til $600,000 Usd/PCM eller TCE $19,726 Usd/dag!
Siste fra Fearnleys:
Shipping:
EAST
The momentum on freight from last week in the East has continued and last done deal in the market is reported around USD 40 pmt Baltic. Various fob tenders from Middle Eastern suppliers has kept market players busy, and we are also expecting more activity from Indian majors for 2H April cargoes. As such, owners’ ideas are building as we continue to see more ships booked away on subs.
WEST
The West market has been rather active over the last couple of days around the relatively few vessels which were still open for spot business. A handful of FOB cargoes changed hands off dates in the last decade of April and which consequently led to some ships getting fixed. There are still a few cargoes for sale in the second decade of April which are attracting some attention. Freight fixtures have been concluded at consistently increasing levels since last week and are now in the mid USD 60’s H/C and mid USD 30’s H/F. Focus is largely still on April dates, however, a handful of inquiries have surfaced for first decade May loadings.
Redigert 25.03.2021 kl 21:00
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Sonatrach
26.03.2021 kl 01:18
4275
Fra Arctic:
LPG – US propane production up 11% y-o-y
Yesterday, EIA published weekly propane and propylene production, demand and imports figures for the week ending 19 March. Weekly production came in at 2.308mbd, which is up by 3% from the previous week and 11% y-o-y.
As such, production has more or less recovered from the February cold snap, and is likely to continue to record significant y-o-y gains in the coming weeks and months. Inventories were flattish at ~41m barrels, however, stocks are still ~13% below the 5yr average. In the VLGC market, the Baltic Index recorded a 1% gain to USD 38.14 per ton yesterday, equating to USD ~17.8k/d on our calculations (up from USD ~17.3k/d on Tuesday).
Going forward, US production is expected to continue to increase, which should spill over to exported volumes. Furthermore, once Opec decides to increase oil output, more LPG volumes should start to flow from the Arabian Gulf as well.
LPG – US propane production up 11% y-o-y
Yesterday, EIA published weekly propane and propylene production, demand and imports figures for the week ending 19 March. Weekly production came in at 2.308mbd, which is up by 3% from the previous week and 11% y-o-y.
As such, production has more or less recovered from the February cold snap, and is likely to continue to record significant y-o-y gains in the coming weeks and months. Inventories were flattish at ~41m barrels, however, stocks are still ~13% below the 5yr average. In the VLGC market, the Baltic Index recorded a 1% gain to USD 38.14 per ton yesterday, equating to USD ~17.8k/d on our calculations (up from USD ~17.3k/d on Tuesday).
Going forward, US production is expected to continue to increase, which should spill over to exported volumes. Furthermore, once Opec decides to increase oil output, more LPG volumes should start to flow from the Arabian Gulf as well.
LPGfan
26.03.2021 kl 19:52
3860
..og futures fortsetter oppover for hele året. Dorian med fin stigning også . Fortsetter vi videre nordover over 50 neste uke ??
Sandsli invest
26.03.2021 kl 22:24
3681
Med AGAS i porteføljen så er den et trygt valg. Har hatt den siden ifjor sommer, på det meste ble den omsatt for 50, etter en dupp til 32 nå 45. Jeg sitter på de aksjene jeg har frem til det kommer et fornuftig bud 55+, om ikke så ser jeg frem til gode utbytter ila 2021.
Just me
26.03.2021 kl 22:52
3622
Baltic #LPG #shipping index +5% to $41/t (TCE $22k/d)
Da er vi breakeven, Long. Kjøper du deg inn i igjen, eller føler du at toget har gått?
Da er vi breakeven, Long. Kjøper du deg inn i igjen, eller føler du at toget har gått?
JanOrge
27.03.2021 kl 08:54
3396
Så dere i sluttauksjonen i går at noen la inn 250000 på 45? Jeg tror vi skal videre oppover.
Hegu
27.03.2021 kl 09:03
3377
I et par sekunder lige før luk var der 300.000 i bud. Det var efter at der i nogen minutter var 250.000 stk. Købere var der ikke mange af.
Kjøttmopeden
27.03.2021 kl 09:26
3329
Selvfølgelig skal den her videre opp.Dere må huske på at ved brudd på 50kr og vi kan fort gå til 100kr pga lite motstand .Å selge nå er alt for tidlig når der ikke er noen salgssignaler. Jo, RSI er overkjøpt men volumet er høyt så vi kan fort gå mot 60kr. Selv 60kr kan være for tidlig utgang med oppkjøpsrykter,stigende rater,utbytter,få skip i drift som nok vil presse ratene videre opp. Jeg tipper vi når 60kr før 1.juli,muligens før.
Redigert 27.03.2021 kl 09:26
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Hegu
27.03.2021 kl 12:02
3135
Langtids TA på Avance med afgørende toppe og modstandspunkter:
https://www.proinvestor.com/boards/87010/Teknisk-analyse-af-Avance-Gas-Holding
https://www.proinvestor.com/boards/87010/Teknisk-analyse-af-Avance-Gas-Holding
JanOrge
27.03.2021 kl 12:20
3157
Et lite tips; ikke legg avgjørende vekt på 6 mnd gamle tekniske analyser....
Frontman
27.03.2021 kl 13:44
3172
Fikser dem proppen i Suez er vi tilbake til lave 40. Spennende helg dette mht videre utvikling på mandag