Agas - anbefaler kjøp av shipping aksje
Tenkte å kjøpe en post når den faller til rundt 40
Redigert 12.04.2021 kl 15:01
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Makrobaronen
12.04.2021 kl 14:08
4458
Kjøpte en post her idag. Spennende case som begynner å få en rimelig prising i mine øyne, øker ved videre fall!
Blir spennende å se om de kan presse den ned på lav 30
Var smart av JF å emitere å blokkere oppkjøpet, aksjonærene var nok ikke like begeistret for det og det kostet de endel kroner som vi ser.
Ikke bare ble de vannet ut men reduserte også utbytte graden, han smadret samtidig al kortsiktig oppside.
JF er kongen.
Var smart av JF å emitere å blokkere oppkjøpet, aksjonærene var nok ikke like begeistret for det og det kostet de endel kroner som vi ser.
Ikke bare ble de vannet ut men reduserte også utbytte graden, han smadret samtidig al kortsiktig oppside.
JF er kongen.
Redigert 12.04.2021 kl 14:08
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kodenavn
12.04.2021 kl 12:35
4627
Going forward, US production is expected to continue to increase, which should spill over to exported volumes. Furthermore, Opec’s decision to increase oil output should lead to more LPG volumes flowing from the Arabian Gulf as well. Combined with a heavy dry docking schedule, fundamentals look good for the upcoming summer season.
Sonatrach
09.04.2021 kl 16:08
4902
(Arctic)
LPG – US production up ~11% y-o-y
On Wednesday, EIA published weekly propane and propylene production, demand and imports figures for the week ending 2 April. Weekly production came in at 2.285mbd, which is down by 4% from the previous week but up 11% y-o-y.
Given the easy comps (COVID-driven), we should continue to see significant y-o-y gains in production in the coming weeks. Inventories were flattish at ~39.6m barrels, and stocks are ~17% below the 5yr average. In the VLGC market, the Baltic Index was flat at USD 52.29 per ton yesterday, equating to USD ~33k/d on our calculations (up from USD ~5k/d a month ago).
Going forward, US production is expected to continue to increase, which should spill over to exported volumes. Furthermore, Opec’s decision to increase oil output should lead to more LPG volumes flowing from the Arabian Gulf as well. Combined with a heavy dry docking schedule, fundamentals look good for the upcoming summer season.
Avance Gas – Completes USD ~66m private placement!
AGAS has announced that the private placement of ~13m new shares that was announced after yesterday’s close was successfully completed at NOK 43 per share (~4.7% discount to close), raising proceeds of USD ~66m.
With the proceeds from the private placement, as well as an end-Q1/21 cash position of USD ~95m (achieved TCE rate of USD ~37-38k/d), AGAS has now fully financed pre-delivery instalments for its newbuilding program of 4x firm and 2x optional dual-fuel VLGCs (assuming 65% debt at delivery).
Hemen Holding was allocated 50% of the new shares (pre-subscribed), taking the Group’s holding from ~25% to ~29%, illustrating strong commitment to the company.
LPG – US production up ~11% y-o-y
On Wednesday, EIA published weekly propane and propylene production, demand and imports figures for the week ending 2 April. Weekly production came in at 2.285mbd, which is down by 4% from the previous week but up 11% y-o-y.
Given the easy comps (COVID-driven), we should continue to see significant y-o-y gains in production in the coming weeks. Inventories were flattish at ~39.6m barrels, and stocks are ~17% below the 5yr average. In the VLGC market, the Baltic Index was flat at USD 52.29 per ton yesterday, equating to USD ~33k/d on our calculations (up from USD ~5k/d a month ago).
Going forward, US production is expected to continue to increase, which should spill over to exported volumes. Furthermore, Opec’s decision to increase oil output should lead to more LPG volumes flowing from the Arabian Gulf as well. Combined with a heavy dry docking schedule, fundamentals look good for the upcoming summer season.
Avance Gas – Completes USD ~66m private placement!
AGAS has announced that the private placement of ~13m new shares that was announced after yesterday’s close was successfully completed at NOK 43 per share (~4.7% discount to close), raising proceeds of USD ~66m.
With the proceeds from the private placement, as well as an end-Q1/21 cash position of USD ~95m (achieved TCE rate of USD ~37-38k/d), AGAS has now fully financed pre-delivery instalments for its newbuilding program of 4x firm and 2x optional dual-fuel VLGCs (assuming 65% debt at delivery).
Hemen Holding was allocated 50% of the new shares (pre-subscribed), taking the Group’s holding from ~25% to ~29%, illustrating strong commitment to the company.
Traderèn
08.04.2021 kl 17:01
5392
To nye skip. Totalt 6 skip som er i bestilling.
Edit: muligens det blir reparasjons-emisjon. Ring meglerhuset om du ønsker å være med i kveld😁
Edit: muligens det blir reparasjons-emisjon. Ring meglerhuset om du ønsker å være med i kveld😁
Redigert 08.04.2021 kl 17:03
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Tinry
08.04.2021 kl 16:56
5399
Noen som kan tolke børsmeldingen som kom kl. 16.35? På forhånd takk! 😊
Sonatrach
08.04.2021 kl 16:26
5437
Fearnley said the numbers of ships exiting the market for drydockings has undershot its expectations so far this year.
"But with several vessels set to enter docks near-term we see a continued tightening market balance moving forward," the investment bank said.
Dette er interessant lesning. Rederne har ikke benyttet siste 2 mnd drittmarked til å dokke skipene sine. Dette kan ha forskjellige årsaker. Det dårlige markedet kom som julenissen på kjerringa, og dokkeplanleggingen var ikke klar (reservedeler ikke bestillt etc....). Dette blir derimot morsommere jo lengre inn i 2021 vi kommer. Rederen har et 6 måneders vindu til å få en Special Survey dokking unnagjort. +/-3 måneder fra due date. Det gis ikke dispensasjon eller forlengelse. Så det vil si at jo mindre dokkinger 1H, jo flere blir tvunget til å dokke 2H. Da kan det bli virkelig tight!
PS!
Ventetiden i Panama er oppe i 12-15 dager igjen..... Og det er ikke LPG eller LNG skip som er hovedårsaken.
"But with several vessels set to enter docks near-term we see a continued tightening market balance moving forward," the investment bank said.
Dette er interessant lesning. Rederne har ikke benyttet siste 2 mnd drittmarked til å dokke skipene sine. Dette kan ha forskjellige årsaker. Det dårlige markedet kom som julenissen på kjerringa, og dokkeplanleggingen var ikke klar (reservedeler ikke bestillt etc....). Dette blir derimot morsommere jo lengre inn i 2021 vi kommer. Rederen har et 6 måneders vindu til å få en Special Survey dokking unnagjort. +/-3 måneder fra due date. Det gis ikke dispensasjon eller forlengelse. Så det vil si at jo mindre dokkinger 1H, jo flere blir tvunget til å dokke 2H. Da kan det bli virkelig tight!
PS!
Ventetiden i Panama er oppe i 12-15 dager igjen..... Og det er ikke LPG eller LNG skip som er hovedårsaken.
Redigert 08.04.2021 kl 16:40
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Sonatrach
08.04.2021 kl 16:09
5437
Just in from TradeWinds (vi vil rimelig kjapt ha VLGC rater over $50,000/dag):
VLGC tonnage supply tightens in 'exceptionally busy' US market!
Analysts expect strong May loading programme to continue to bolster rates
The list of spot VLGCs is narrowing again after what has been described as an "exceptionally" busy month of fixing in the US Gulf.
Analysts put daily earnings at $33,000 per day, while the Baltic Exchange VLGC index closed on Wednesday up 1.5% on the day at $52.29 per tonne, the equivalent of $34,896 per day. This compares to a low of $7,000 earlier this year.
Clarksons Platou Securities said rates have risen 245% over the past month.
Chartering activity was extremely brisk in March out of the US, for April liftings. This was due to pent-up demand following a muted January and February, the investment bank said.
May should be strong!
"Although arbitrage opportunities are still narrow, freight levels have been supported by tighter ship capacity and an expectation of a continued strong May loading programme out of the US Gulf," Clarksons Platou added.
There are ongoing uncertainties surrounding Panama Canal transit waiting times, so some vessels could struggle to make late April or early May laycans. "And with dry dockings continuing, the list of available ships has again narrowed significantly," the investment bank said.
The forward freight agreement (FFA) market is pricing in unchanged freight rates of around $33,000 per day through to September, however.
Fearnley Securities said earnings continue to recover from March doldrums.
Ships absorbed!
In the west, April cargoes have continued to absorb the vessel overhang which, coupled with discharge issues in Asia, has created a substantially tighter market than was the case a few weeks ago.
Fearnley said the numbers of ships exiting the market for drydockings has undershot its expectations so far this year.
"But with several vessels set to enter docks near-term we see a continued tightening market balance moving forward," the investment bank said.
In Asia, the market is described as "somewhat slower", with the position list offering slightly more flexibility to charterers.
"That said, we still expect rates to edge higher as focus shifts to end April and early May dates," Fearnley added
VLGC tonnage supply tightens in 'exceptionally busy' US market!
Analysts expect strong May loading programme to continue to bolster rates
The list of spot VLGCs is narrowing again after what has been described as an "exceptionally" busy month of fixing in the US Gulf.
Analysts put daily earnings at $33,000 per day, while the Baltic Exchange VLGC index closed on Wednesday up 1.5% on the day at $52.29 per tonne, the equivalent of $34,896 per day. This compares to a low of $7,000 earlier this year.
Clarksons Platou Securities said rates have risen 245% over the past month.
Chartering activity was extremely brisk in March out of the US, for April liftings. This was due to pent-up demand following a muted January and February, the investment bank said.
May should be strong!
"Although arbitrage opportunities are still narrow, freight levels have been supported by tighter ship capacity and an expectation of a continued strong May loading programme out of the US Gulf," Clarksons Platou added.
There are ongoing uncertainties surrounding Panama Canal transit waiting times, so some vessels could struggle to make late April or early May laycans. "And with dry dockings continuing, the list of available ships has again narrowed significantly," the investment bank said.
The forward freight agreement (FFA) market is pricing in unchanged freight rates of around $33,000 per day through to September, however.
Fearnley Securities said earnings continue to recover from March doldrums.
Ships absorbed!
In the west, April cargoes have continued to absorb the vessel overhang which, coupled with discharge issues in Asia, has created a substantially tighter market than was the case a few weeks ago.
Fearnley said the numbers of ships exiting the market for drydockings has undershot its expectations so far this year.
"But with several vessels set to enter docks near-term we see a continued tightening market balance moving forward," the investment bank said.
In Asia, the market is described as "somewhat slower", with the position list offering slightly more flexibility to charterers.
"That said, we still expect rates to edge higher as focus shifts to end April and early May dates," Fearnley added
Redigert 08.04.2021 kl 16:11
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LPGfan
08.04.2021 kl 12:42
5636
Svakt volum og noe økende shortposisjoner er vel negativt i det korte bildet. Futures er mixed, så litt retningsløst det hele. Shortere med sine små ordrer koser seg i øyeblikket. Greier vi 50+ ila April ?
Redigert 08.04.2021 kl 12:43
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Hegu
27.03.2021 kl 14:17
6659
kodenavn skrev Det er ikke Suez som driver Avance-kursen nå.
Helt enig Kodenavn. En skribent i shippingchatten på Proinvestor.com skrev i går om Avance:
"Spotkurserne og futures er stigende . Højsæsonen i Asien nærmer sig. Olieprisen er høj og dermed stigende LPG produktion i US. De store drenge positionerer sig Avance. Det har mindsket det frie flow. Spekulation om et snarligt opkøbstilbud er stigende. Worldquant har ikke startet med at lukke shorten på 770.000 aktier. Whats not to like".
"Spotkurserne og futures er stigende . Højsæsonen i Asien nærmer sig. Olieprisen er høj og dermed stigende LPG produktion i US. De store drenge positionerer sig Avance. Det har mindsket det frie flow. Spekulation om et snarligt opkøbstilbud er stigende. Worldquant har ikke startet med at lukke shorten på 770.000 aktier. Whats not to like".
Hegu
27.03.2021 kl 14:11
6654
JanOrge..analysen er langtids TA. Der er ingen ændringer i afgørende modstand- og støttepunkter fordi analysen er seks måneder gammel.
Kjøttmopeden
27.03.2021 kl 14:01
6670
JanOrge skrev Jeg tror vi fint kan få til 60 før midten av april.
Mulig det.Proppen bare forsterker utviklingen i ratene.Jeg er spent på hvor lang tid det tar å flytte skipet,for det er ikke bare å flytte den med full last,det hadde hvertfall ikke jeg gjort.Mulig dem må tømme den for konteinere først,og det tar jo sin tid.
Frontman
27.03.2021 kl 13:44
3313
JanOrge skrev Jeg tror vi fint kan få til 60 før midten av april.
Fikser dem proppen i Suez er vi tilbake til lave 40. Spennende helg dette mht videre utvikling på mandag
JanOrge
27.03.2021 kl 12:20
3298
Et lite tips; ikke legg avgjørende vekt på 6 mnd gamle tekniske analyser....
Hegu
27.03.2021 kl 12:02
3276
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
Kjøttmopeden
27.03.2021 kl 09:26
3470
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 09:03
3518
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.
JanOrge
27.03.2021 kl 08:54
3537
Så dere i sluttauksjonen i går at noen la inn 250000 på 45? Jeg tror vi skal videre oppover.
JTC
27.03.2021 kl 03:06
3710
kodenavn skrev Dnb USD 23.5k/day
Reduserte ytterlie 10% i dag. Kanskje Bra, kanskje ikke:)
Just me
26.03.2021 kl 22:52
3763
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?
Sandsli invest
26.03.2021 kl 22:24
3822
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.
LPGfan
26.03.2021 kl 19:52
4001
..og futures fortsetter oppover for hele året. Dorian med fin stigning også . Fortsetter vi videre nordover over 50 neste uke ??
Sonatrach
26.03.2021 kl 01:18
4416
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.
Sonatrach
25.03.2021 kl 20:56
4603
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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JTC
25.03.2021 kl 02:28
5078
Og nå sitter jeg våken enda, utelukkende på grunn av selvangivelsen og den forbanna formuesskatten. F.. Meg like irriterende hvert år...
JTC
25.03.2021 kl 02:21
5079
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:)
suspekt
24.03.2021 kl 22:26
5337
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
24.03.2021 kl 21:53
5424
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:)
Frontman
24.03.2021 kl 21:45
5462
Springer skrev Har de ikke 2 + 2 = 4 nybygg på gang?
Jo
Får 1 iår, 1 neste år og 2 i 23
Får 1 iår, 1 neste år og 2 i 23
suspekt
24.03.2021 kl 21:06
5624
kodenavn skrev Alt er til salgs Longst. Det er bare et spørsmål om pris.
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.