Agas - anbefaler kjøp av shipping aksje
Kjøttmopeden
16.06.2021 kl 20:24
5177
Gode nyheter fra Fearnleys :
WEST
The West market has been very busy since last time this report was published. Several fixtures have been concluded close to the USD 80 mark for laycans spread out during the second and third decades of July and yesterday the momentum changed a bit and rates started ticking slightly upwards. The position list for July is not really tight just yet, however, there are considerably less vessels available compared to a week ago.
We expect more vessels to get tucked away during the course of this week and market to tighten accordingly.
Her er det bare å vente på juletorsken,for det her kommer til å ta av,folkens👍🏻
WEST
The West market has been very busy since last time this report was published. Several fixtures have been concluded close to the USD 80 mark for laycans spread out during the second and third decades of July and yesterday the momentum changed a bit and rates started ticking slightly upwards. The position list for July is not really tight just yet, however, there are considerably less vessels available compared to a week ago.
We expect more vessels to get tucked away during the course of this week and market to tighten accordingly.
Her er det bare å vente på juletorsken,for det her kommer til å ta av,folkens👍🏻
Maritim_PhDc
16.06.2021 kl 22:37
5029
Sonatrach
17.06.2021 kl 03:13
4896
2020 repeterer seg selv....... I år løftes vi til et nytt nivå.
Redigert 17.06.2021 kl 03:14
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Superoptimist
17.06.2021 kl 09:49
4655
ACTIONABLE ANALYSIS FOR SHORT-TERM MARKETS
Designed for success in a complex market, Poten's LPG Market Outlook provides actionable insights empowering subscribers to identify and take advantage of opportunities in the global LPG market. In the latest issue, we analyze and share Poten's industry forecasts up to 2023. Request a complimentary trial to review Poten's LPG Market Outlook service for your business.
Inside the latest LPG Market Outlook:
Production growth is forecast to increase in 2022-23 for the US
Exports are forecast to increase due to rising production in the Middle East
New PDH units are forecast to lead to rising imports out to 2023 for China
Declining reserves and maintenance in Norway to offset higher investment
The start-up of new South Korean petrochemical plants to increase import requirements
Sonatrach
17.06.2021 kl 13:00
4454
Arctic:
LPG – US production flat w-o-w; +8% y-o-y
Yesterday, EIA published weekly propane and propylene production, demand and imports figures for the week ending 11 June. Weekly production came in at 2.305mbd, which is flattish from the previous week but up 8% y-o-y.
Given the easy comps (COVID-driven), we should continue to see significant y-o-y gains in production going forward, however, by week 30 last year, production had recovered to ~2.3mbd, meaning that growth rates are likely to slow from the end of July unless production figures accelerate from current levels).
Inventories were up by ~1.5m barrels to ~55.2m barrels, and stocks are now ~13% below the 5yr average (~20% lower than a year ago). In the VLGC market, the Baltic Index was up by ~1% USD 42.9 per ton equating to USD ~20.4k/d on our calculations.
LPG – US production flat w-o-w; +8% y-o-y
Yesterday, EIA published weekly propane and propylene production, demand and imports figures for the week ending 11 June. Weekly production came in at 2.305mbd, which is flattish from the previous week but up 8% y-o-y.
Given the easy comps (COVID-driven), we should continue to see significant y-o-y gains in production going forward, however, by week 30 last year, production had recovered to ~2.3mbd, meaning that growth rates are likely to slow from the end of July unless production figures accelerate from current levels).
Inventories were up by ~1.5m barrels to ~55.2m barrels, and stocks are now ~13% below the 5yr average (~20% lower than a year ago). In the VLGC market, the Baltic Index was up by ~1% USD 42.9 per ton equating to USD ~20.4k/d on our calculations.
Sonatrach
17.06.2021 kl 13:07
4451
Fra Eagle Maritime:
LPG: Having seen rates more then halve over the past month, the drop in VLGC rates came to a halt yesterday with both AG and particularly US rates shifting higher. AG-East rates are presently around cash breakeven levels for the listed players at USD 23k/d while Western rates have a substantial premium attached with rates around the USD 30k/d mark.
The Western market has really picked up pace over the past week with several fixtures concluded close to the USD 80/mt mark for laycans across the 2nd and 3rd decade of July. The position list is not super tight, but the overhang has been reduced significantly than what was the case a week ago.
Looking slightly ahead we expect more vessels to be fixed away and the market to tighten accordingly. Despite a tighter market balance, product pricing remains a challenge despite the 3rd consecutive week with 10%+ inventory builds in the US. That said, inventories are still well below the past years’ average (on a higher export base) which continues to create a challenging trading environment.
On the positive side, production continues on a strong note and with WTI breaching the USD 70/bbl mark, there should be more upside than downside risk on production estimates going forward.
LPG: Having seen rates more then halve over the past month, the drop in VLGC rates came to a halt yesterday with both AG and particularly US rates shifting higher. AG-East rates are presently around cash breakeven levels for the listed players at USD 23k/d while Western rates have a substantial premium attached with rates around the USD 30k/d mark.
The Western market has really picked up pace over the past week with several fixtures concluded close to the USD 80/mt mark for laycans across the 2nd and 3rd decade of July. The position list is not super tight, but the overhang has been reduced significantly than what was the case a week ago.
Looking slightly ahead we expect more vessels to be fixed away and the market to tighten accordingly. Despite a tighter market balance, product pricing remains a challenge despite the 3rd consecutive week with 10%+ inventory builds in the US. That said, inventories are still well below the past years’ average (on a higher export base) which continues to create a challenging trading environment.
On the positive side, production continues on a strong note and with WTI breaching the USD 70/bbl mark, there should be more upside than downside risk on production estimates going forward.
Kjøttmopeden
17.06.2021 kl 15:53
4313
God åpning av Dorian.Bare våre to venner i Norge som det går litt trått for.Når løsner det?
Drowsy
18.06.2021 kl 07:52
3871
Da har BW LPG sagt at nok er nok og har igjen dukket opp på listen over største aksjonærer med over 600K aksjer eller 0,8 prosent av aksjene.
Ikke store posten - men hvorfor øker de?
Ikke store posten - men hvorfor øker de?
kakemann
18.06.2021 kl 09:22
3756
Tidligere har OLA RUSTAD AS vært den siste på lista med sine 517 177 aksjer, men nå er FRONTLINE LTD med sine 442 384 den siste på lista. Det betyr også at det er 2 stk lenger opp på lista som har solgt seg ut eller ned, da både BW og Frontline er nye på topplisten
Sonatrach
18.06.2021 kl 10:19
9899
De har muligens bare fått tilbakelevert utlånte shortaksjer. Eller handler handler bittelitt fordi aksjen er grisebillig. BW vet hvordan man kan klippe gevinster her og der. Det er for tiden billigere å "kjøpe LPG skip" på børsen enn 2nd hand i markedet eller hos skipsverftene.
Sonatrach
18.06.2021 kl 12:07
9825
Fearnleys melder om hyggelig aktivitet, spesielt i Atlanteren. Verdt å merke seg er en 15 mnd periodesluttning (TC) på 15 mnd.
Vega Star - 79,000 cbm - 44,000 mt LPG - Marcus Hook / East - 20/22 July - Mid USD 80’s pmt H/C-P - BP
Captain John - 82,000 cbm - 44,000 mt LPG - US / Options - 28/29 July - USD 82 pmt H/C-P - SK Gas
Passat - 83,000 cbm - 44,000 mt LPG - US / East - 20/21 July - Low USD 80’s pmt H/C-P - EDF
Hellas Glory - 84,000 cbm - 44,000 mt LPG - US / East - 16/17 July - USD 79,50 pmt H/C-P - BGN
Astomos TBN - 84,000 cbm - 44,000 mt LPG - AG / East - Ely July - USD 43 pmt RT/C - Gyxis
Astomos TBN - 84,000 cbm - 44,000 mt LPG - AG / East - 16/17 July - USD 41,50 pmt RT/C - BGN
Cresques - 84,000 cbm - 44,000 mt LPG - AG / East - 10/11 July - USD 43 pmt RT/C - BGN
Galaxy River - 84,000 cbm - 44,000 mt LPG - Houston / East - 21/22 July - USD 82 pmt H/C-P - Naftomar
BW TBN - 84,000 cbm - 44,000 mt LPG - US / Options - 18/19 July - USD 83 pmt H/C-P or mid/high 40’s pmt H/F - Aygaz
Future Diamond - 84,000 cbm - 44,000 mt LPG - US / Options - 28/29 July - USD 84 pmt H/C-P - Total
BW Mindoro - 84,000 cbm - 44,000 mt LPG - US / Options - 20/21 July - USD 81 pmt H/C-P - Equinor
Period
Umm Laqhab - 82,000 cbm - 15 months’ Time charter - del/redel East - July 2021 - Baltic Floating hire - SwissChemGas
Constellation - 84,000 cbm - Short TC - del/redel East - End June 2021 - USD 37,000 per day - SHV
Kjøttmopeden
18.06.2021 kl 12:12
9870
Ja,det er rart.Jeg ville kjøpt i eget selskap,men dem har vel ikke den strategien.Dem vet vel at det vil ta av i LPG markedet,og da er det vel greit å invester bredt.Men uansett merkelig.
Sonatrach
18.06.2021 kl 12:15
9939
Det er lettere å trade i andre selskaper da man ikke er bundet til "black-out" perioder i forbindelse med kvartalstall eller andre sensitive nyheter.
Trøndersmolten
18.06.2021 kl 21:32
9694
BIF78
21.06.2021 kl 19:27
8794
Mon ikke den skal direkte op over 40.000 igen og kursen skal over 50 kr inden august.
JanOrge
21.06.2021 kl 19:58
8815
Bw lpg har solgt to stk 2006-2007-bygde vlgc til 85 MUSD. Agas har 5 stk i samme range med et par år mindre på baken. Blir fort 225 MUSD for disse, hvilken betyr null ekstra lån på seks nybygg......... Vi skal bratt opp denne uka.
JanOrge
21.06.2021 kl 21:46
8939
komfa skrev Var vel over 90 MUSD for de to båtene.
Det betyr at vi snakker nærmere 250 MUSD for agas sine fem...
suspekt
21.06.2021 kl 23:00
8856
Utbetaling av utbytte på torsdag?? ifølge DN investor, stemmer det???
Trøndersmolten
22.06.2021 kl 08:13
8671
Det er korrekt ja - mange som kommer til å reinvestere den cashen i flere aksjer på torsdag 👍
Hegu
22.06.2021 kl 11:56
8397
Hemen, BW-LPG og Dorian køber. Hvorfor er der nogen som sælger i en sådan situation?
Redigert 22.06.2021 kl 11:57
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theblueone
22.06.2021 kl 19:46
8292
JanOrge skrev Godt spørsmål, Hegu.
Det beste spørsmålet er vel egentlig hvorfor aksjen faller, når de store gutta kjøper, synes nå jeg da!!
theblueone
22.06.2021 kl 19:46
8307
JanOrge skrev Godt spørsmål, Hegu.
Det beste spørsmålet er vel egentlig hvorfor aksjen faller, når de store gutta kjøper, synes nå jeg da!!
Hegu
23.06.2021 kl 07:09
8078
Det er jo egenligt også det jeg spørger om. En aktie falder kun hvis der er nogen som vil sælge i et omfang, som der på dagen/tidspunktet ikke er købere til. :-)
Redigert 23.06.2021 kl 07:13
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Kjøttmopeden
23.06.2021 kl 16:13
7812
Fearnleys melder om 975.000$/måned.Dem forventer at det skal holde seg slik en stund til. Ca 32.500$/ dag,er ikke så ille👍🏻
Redigert 23.06.2021 kl 16:14
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Superoptimist
23.06.2021 kl 16:23
7905
Det ser det ut som om Dorian har forstått. Opp nå nesten 2%! Men våre 2 da? Avance prøvde seg jo!
Kvistingen
24.06.2021 kl 11:36
7640
Jeg er allerede mer enn tungt nok eksponert i AGAS og har vært det en god stund. Og det har gitt gode resultater så langt. Men når alle aktørene fortsetter å kjøpe aksjer, ratene er på vei opp og selskapet har endret vedtektene sine for å gjøre lettere å betale ut mer utbytte og å bli kjøpt opp, da blir det jo veldig vanskelig å ikke kjøpe enda flere aksjer. Fikk igjen et bra beløp på skatten i dag, så er det noen gode grunner til ikke å plukke enda flere aksjer på rundt 40kr?
Sonatrach
24.06.2021 kl 14:37
7506
Høsten i år blir minst like spennende som i fjor høst. Det er livsfarlig å lette på beholdningen nå. Vi vet ikke når den plutselig begynner å gå.
JanOrge
24.06.2021 kl 14:44
7502
Både BWlpg og Dorian bør kjenne markedet godt. Og når de kjøper, så selger ikke jeg.
Trøndersmolten
24.06.2021 kl 15:06
7562
Er vel i manges interesse å holde denne ned i dag...for derfor å laste opp med billige aksjer for utbyttecashen i morgen :-)
Gjelder i alle fall meg - får dryge 100K inn som selvsagt skal reinvesteres og da helst på lavt 40-tall ;)
Gjelder i alle fall meg - får dryge 100K inn som selvsagt skal reinvesteres og da helst på lavt 40-tall ;)
Sonatrach
24.06.2021 kl 15:36
7581
LPG:
The turnaround in the VLGC market has continued into this week with both basins pushing higher. There is still a spread between the basins with the US trading c. USD 5k/d higher than the Baltic, though the spread has come in over the past days. Despite the push in rates in the MEG, the overall activity levels have been limited. However, with the US premium still strong, it is likely that we could see some Western ballasters which in turn will thin the MEG position list.
The US has seen more activity over the past week with much of the supply overhang now taken care of. Still, the market is balancing on a knife’s edge with the challenged product market (tight product differentials) likely to dictate the direction from here. However, inventories have started to build, and production is continuing on a strong note, which hopefully should facilitate for more movements on the cargo side.
The turnaround in the VLGC market has continued into this week with both basins pushing higher. There is still a spread between the basins with the US trading c. USD 5k/d higher than the Baltic, though the spread has come in over the past days. Despite the push in rates in the MEG, the overall activity levels have been limited. However, with the US premium still strong, it is likely that we could see some Western ballasters which in turn will thin the MEG position list.
The US has seen more activity over the past week with much of the supply overhang now taken care of. Still, the market is balancing on a knife’s edge with the challenged product market (tight product differentials) likely to dictate the direction from here. However, inventories have started to build, and production is continuing on a strong note, which hopefully should facilitate for more movements on the cargo side.
Kjøttmopeden
24.06.2021 kl 16:31
7512
Ja,jeg tror det er en god inngang nå.Jeg er spent på hvordan ratene utvikler seg gjennom sommeren.Hva tenker dere om det «ranet»som pågår på høylys dag.De store står å tar imot,beholdningene øker.Hva har det å si at det blir få «frie»aksjer i selskapet ?høyere volum og kursen går bananas?Uansett.Jeg selger ikke i år,for å si det sånn.Long
Springer
24.06.2021 kl 17:06
7487
Utbytte på konto. En pen sum. Det er derfor jeg har midler i aksjemarkedet. Ser frem til gode og jevne utbytter i AGAS of BW i årene fremover.
Om noen år har utbyttene totalt (inkl skatt) oversteget den initielle investeringen.
Må selvsagt være på vakt mot overkontrahering eller dalene bruk av LPG. Ser fortsatt greit ut.
Om noen år har utbyttene totalt (inkl skatt) oversteget den initielle investeringen.
Må selvsagt være på vakt mot overkontrahering eller dalene bruk av LPG. Ser fortsatt greit ut.
Superoptimist
24.06.2021 kl 17:27
7564
Hvorfor dalende bruk av LPG gassene? Er det ikke på tide at kineserne slutter med brunkull til energiprodusjon? Og indernes bål til matlaging?