2020 Bulkers, Baltic Capesize-indeks er opp 16,2 prosent
Baltic Capesize-indeks er opp 16,2 prosent til 33.290 dollar pr dag. 2020 Bulkers mot nye høyder. Break-even på rett i overkant av 14.000 usd/dag. Blir en spennende vår og sommer med stadig større månedlige utbytter. Generell nedgang i dag, men tørrbulk har startet oppturen
https://finansavisen.no/nyheter/shipping/2021/03/04/7637135/spar-mangedobling-i-capesizeratene
https://finansavisen.no/nyheter/shipping/2021/03/04/7637135/spar-mangedobling-i-capesizeratene
Spekulant1
04.05.2021 kl 18:14
5098
kronerulling skrev Er dette skip til 2020 selskapet, eller hvem skal eie skipene?
Rundt 20 % av aksjene skiftet eier på godt over 100 kr i dag. Det danner en fin plattform med nye langsiktige eiere. Alltid kjipt når en aksje faller, men i dag var det bred nedgang. Ser fram til utbyttene fremover, og er temmelig sikker på at denne blåser videre opp i løpet av sommeren.
kronerulling
04.05.2021 kl 17:34
5098
Er dette skip til 2020 selskapet, eller hvem skal eie skipene?
Staffanstorp
04.05.2021 kl 16:44
5126
Slettet brukerskrev Noen som har noen god forklaring på hvorfor denne faller?
Media exposure and high volume attracts robot trade. A lot of that today. Nonsense day if you ask me.
Very exited to see what the April dividends will be. Hopefully announced at the end of this week, nevertheless more likely during next week.
Cape
May
45000
+2925
Very exited to see what the April dividends will be. Hopefully announced at the end of this week, nevertheless more likely during next week.
Cape
May
45000
+2925
Redigert 04.05.2021 kl 16:46
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Noen som har noen god forklaring på hvorfor denne faller?
StevenG
04.05.2021 kl 13:54
5225
Sonatrach skrev Dvs 2020 sine scrubber/size Indexrater er vel over $55K/dag nå?
Yes, over 58.000 dollar :D:D Helt spinnvilt
Staffanstorp
04.05.2021 kl 13:15
5255
Sonatrach skrev Dvs 2020 sine scrubber/size Indexrater er vel over $55K/dag nå?
Yes. Closer to USD60,000 per day. On an annual basis +50 NOK/share in dividends so let's hope the market stay strong for some time now.
Redigert 04.05.2021 kl 13:18
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Sonatrach
04.05.2021 kl 13:04
5220
Dvs 2020 sine scrubber/size Indexrater er vel over $55K/dag nå?
Redigert 04.05.2021 kl 13:05
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Sonatrach
04.05.2021 kl 13:00
5232
Koch buys 2020 Bulkers stake in share sale that will fund Troim's LNG-fuelled ships!
Commodities giant bought stake in newcastlemax specialist in a secondary offering on the Oslo Stock Exchange
An investment vehicle owned by Koch Industries has bought a stake in 2020 Bulkers in a placement of shares sold by Tor Olav Troim and a private equity firm.
TradeWinds understands that funds raised from the sale will go towards funding the construction of LNG-fuelled newcastlemax bulkers that Troim ordered separately from 2020 Bulkers. Troim is the Oslo-listed bulker owner's primary backer.
Spring Creek Capital has purchased 1.5m of the shipowner's Oslo-listed shares, which is equivalent to a 6.8% stake in the company, according to regulatory disclosures. Shares were sold in the placement at NOK 103 each, making Spring Creek's tranche worth around NOK 154.5m ($18.6m).
Secondary placement!
2020 Bulkers announced on Monday that the two shareholders were contemplating selling up to 14.2% of the company through the sale of between 1.25m to 1.9m existing shares.
At that time, the shipowner said that "one industrial investor" — since revealed as Spring Creek Capital — had subscribed and been allocated 1.5m shares, covering most of the book before the placement was launched.
Drew Holdings, a trust controlled by 2020 Bulkers' backer Troim, reduced its holding in the company from just over 32% to 24.8% in the placement by selling 1.9m shares.
Shares were also sold by Ubon Partners, a Norwegian private equity firm co-founded and run by entrepreneurs OJ Winge and Fredrik Halvorsen, who is no relation of 2020 Bulkers' managing director Magnus.
Ubon Partners sold 1.25m shares and now owns 3.5% of 2020 Bulkers, having previously held 9.17%.
Magnus Halvorsen told TradeWinds that 2020 Bulkers was pleased to deepen its relationship with Koch Industries, a US commodities and industrial conglomerate.
"We have had an excellent relationship with them as a customer since we took delivery of our first vessel, and we are of course honoured and humbled that one of the world's largest and most successful private companies has decided to buy shares in our company," he said.
Six of the shipowner's eight newcastlemaxes are on long-term charter to Koch Shipping and the other two are on long-term charters to commodities giant Glencore until 2023.
Gas-fuelled bulker investment!
TradeWinds understands that Troim intends to spend cash raised in the placement on four LNG-fuelled newcastlemaxes ordered by his private concern Magni Partners.The quartet are scheduled for delivery in 2023 and 2024.
"The reason why Magni has ordered LNG-fuelled ships is to develop its LNG bunkering business," according to a term sheet circulated by banks during the share placement.
Excitement briefly surrounded 2020 Bulkers in March when it was thought the owner was poised to order up to 12 dual-fuel newcastlemaxes worth close to $820m at China's New Times Shipyard. It would appear
This was swiftly denied by Halvorsen, who on Monday reiterated to TradeWinds that 2020 Bulkers has no interest in newbuildings and will focus on returning dividends to shareholders.
But LNG fuel was taken into consideration when 2020 Bulkers first ordered its eight newcastlemax vessels in 2017 and 2018.
Troim told TradeWinds in an interview that, despite his being an LNG evangelist, 2020 Bulkers decided against using the liquefied gas as fuel for the newbuildings because at that time it was too expensive.
"I think what we have learnt over the last couple of years is that the price of LNG equipment is coming down," he said in the 2019 interview.
Magni, which Troim founded after parting company with John Fredriksen in 2014, has made investments in the small-scale LNG distribution space.
'Dividend potential'
2020 Bulkers' shares were trading at NOK 111.50 as of 10:30am in Oslo on Tuesday, up by 4.2% since the open.
In April, analysts from Arctic Securities praised 2020 Bulkers' "strong dividend potential", but said its first-quarter results fell slightly below expectations.
The Oslo-listed shipowner recorded net profit of $5.8m for the first three months of 2021, according to its financial report.
This is down slightly from the previous quarter but up from the $300,000 profit it made in the same period in 2020.
Analysts think even bigger earnings and dividends could be on the way from 2020 Bulkers if its vessels continue to earn a premium in the strong capesize market.
The firm has declared total cash distributions of $0.26 per share for the first three months of the year.
Commodities giant bought stake in newcastlemax specialist in a secondary offering on the Oslo Stock Exchange
An investment vehicle owned by Koch Industries has bought a stake in 2020 Bulkers in a placement of shares sold by Tor Olav Troim and a private equity firm.
TradeWinds understands that funds raised from the sale will go towards funding the construction of LNG-fuelled newcastlemax bulkers that Troim ordered separately from 2020 Bulkers. Troim is the Oslo-listed bulker owner's primary backer.
Spring Creek Capital has purchased 1.5m of the shipowner's Oslo-listed shares, which is equivalent to a 6.8% stake in the company, according to regulatory disclosures. Shares were sold in the placement at NOK 103 each, making Spring Creek's tranche worth around NOK 154.5m ($18.6m).
Secondary placement!
2020 Bulkers announced on Monday that the two shareholders were contemplating selling up to 14.2% of the company through the sale of between 1.25m to 1.9m existing shares.
At that time, the shipowner said that "one industrial investor" — since revealed as Spring Creek Capital — had subscribed and been allocated 1.5m shares, covering most of the book before the placement was launched.
Drew Holdings, a trust controlled by 2020 Bulkers' backer Troim, reduced its holding in the company from just over 32% to 24.8% in the placement by selling 1.9m shares.
Shares were also sold by Ubon Partners, a Norwegian private equity firm co-founded and run by entrepreneurs OJ Winge and Fredrik Halvorsen, who is no relation of 2020 Bulkers' managing director Magnus.
Ubon Partners sold 1.25m shares and now owns 3.5% of 2020 Bulkers, having previously held 9.17%.
Magnus Halvorsen told TradeWinds that 2020 Bulkers was pleased to deepen its relationship with Koch Industries, a US commodities and industrial conglomerate.
"We have had an excellent relationship with them as a customer since we took delivery of our first vessel, and we are of course honoured and humbled that one of the world's largest and most successful private companies has decided to buy shares in our company," he said.
Six of the shipowner's eight newcastlemaxes are on long-term charter to Koch Shipping and the other two are on long-term charters to commodities giant Glencore until 2023.
Gas-fuelled bulker investment!
TradeWinds understands that Troim intends to spend cash raised in the placement on four LNG-fuelled newcastlemaxes ordered by his private concern Magni Partners.The quartet are scheduled for delivery in 2023 and 2024.
"The reason why Magni has ordered LNG-fuelled ships is to develop its LNG bunkering business," according to a term sheet circulated by banks during the share placement.
Excitement briefly surrounded 2020 Bulkers in March when it was thought the owner was poised to order up to 12 dual-fuel newcastlemaxes worth close to $820m at China's New Times Shipyard. It would appear
This was swiftly denied by Halvorsen, who on Monday reiterated to TradeWinds that 2020 Bulkers has no interest in newbuildings and will focus on returning dividends to shareholders.
But LNG fuel was taken into consideration when 2020 Bulkers first ordered its eight newcastlemax vessels in 2017 and 2018.
Troim told TradeWinds in an interview that, despite his being an LNG evangelist, 2020 Bulkers decided against using the liquefied gas as fuel for the newbuildings because at that time it was too expensive.
"I think what we have learnt over the last couple of years is that the price of LNG equipment is coming down," he said in the 2019 interview.
Magni, which Troim founded after parting company with John Fredriksen in 2014, has made investments in the small-scale LNG distribution space.
'Dividend potential'
2020 Bulkers' shares were trading at NOK 111.50 as of 10:30am in Oslo on Tuesday, up by 4.2% since the open.
In April, analysts from Arctic Securities praised 2020 Bulkers' "strong dividend potential", but said its first-quarter results fell slightly below expectations.
The Oslo-listed shipowner recorded net profit of $5.8m for the first three months of 2021, according to its financial report.
This is down slightly from the previous quarter but up from the $300,000 profit it made in the same period in 2020.
Analysts think even bigger earnings and dividends could be on the way from 2020 Bulkers if its vessels continue to earn a premium in the strong capesize market.
The firm has declared total cash distributions of $0.26 per share for the first three months of the year.
Redigert 04.05.2021 kl 13:00
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StevenG
04.05.2021 kl 12:56
5147
Oslo (TDN Direkt): Baltic Capesize-indeks er opp 5,8 prosent til 42.959 dollar pr dag, ifølge The Baltic Exchange
Kalle Kurtasje
04.05.2021 kl 09:21
5351
2020 faller 6-7% ved åpning, og jeg fikk kjøpt mere aksjer til 107.-
Tipper det vil være en grei pris i forhold til utviklingen utover sommeren? :)
(Kurs etter 20 minutter = 110.-)
Tipper det vil være en grei pris i forhold til utviklingen utover sommeren? :)
(Kurs etter 20 minutter = 110.-)
kakemann
04.05.2021 kl 08:23
5397
Ser ut som Koch som leier 6 av 8 båter vil være med ratefesten fremover, og ikke bare betale plukke opp regninga.
Staffanstorp
04.05.2021 kl 08:13
5429
Koch Resources, LLC, is the buyer of the 1,500,000 stocks. One of the largest commodity traders in the world and also charterer of several of the ships in the 2020 B fleet. This means that Koch will get dividends from their charter hire paid. Pretty smart.
Koch Industries,
Inc., the ultimate parent company of Spring Creek Capital, LLC is a US based company having its primary
business within industries such as refining, chemicals, and biofuels; forest and consumer products; fertilizers;
polymers and fibers; process and pollution control systems; electronics, software and data analytics;
minerals; glass; automotive components; ranching; commodity trading; and investments. Koch Industries is
controlled by the individuals Charles Koch and Julia Koch.
Koch Industries,
Inc., the ultimate parent company of Spring Creek Capital, LLC is a US based company having its primary
business within industries such as refining, chemicals, and biofuels; forest and consumer products; fertilizers;
polymers and fibers; process and pollution control systems; electronics, software and data analytics;
minerals; glass; automotive components; ranching; commodity trading; and investments. Koch Industries is
controlled by the individuals Charles Koch and Julia Koch.
Redigert 04.05.2021 kl 08:16
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Sonatrach
04.05.2021 kl 07:52
5492
Egenkapital? Ellers er jeg enig med deg. De selger seg ikke ned fordi de har mistet troen på bulk. Midlene fra nedsalget skal gå til noe spesifikt. Garantert! Bulk caset har heller ikke forandret seg. 2020 skuffer inn penger på dagens nivå, og ting tyder på at det ikke stopper her. $40-50K/dag er jo overhodet ikke noen hysteriske rater. Her er det mye mer å gå på. Det positive med dette nedsalget er at aksjen blir betydelig mer likvid! Nedsalget og prosjektet er nok planlagt for uker siden, og 103 kroner er nok bare en uheldig timing som man ikke kunne snu seg rundt å endre i går.
Redigert 04.05.2021 kl 08:02
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rudolfsen
03.05.2021 kl 19:33
5831
Er vel helt urealistisk at han skal starte et nytt selskap basert på et lite nedsalg. Men hva ville dette si for aksjekursen? Mest sannsynligvis ingenting. Kjøper av aksjeposten ser helt åpenbart verdi her og en verdi som er betydelig større enn rabatten.
kronerulling
03.05.2021 kl 19:22
5771
Det er vel ikke positivt for oss 2020Bulkers aksjonærer å få en konkurrent om han starter nytt bulk selskap?
Sonatrach
03.05.2021 kl 19:05
12031
Jeg tipper Trøim setter igang et nytt bulk selskap! 2021 Bulkers? Eller 2022/3 Bulkers dersom navnet skal reflektere levering av nye skip?
Dolphines
03.05.2021 kl 18:41
12083
Litt de samme mekanismene som i en rettet emisjon - de store aktørene får alltid en rimelig/fordelaktig inngang. Blir spennende å følge i dagene som kommer!
StevenG
03.05.2021 kl 18:39
12103
Ja ikke noe problem å få tak i selgere til det antallet med supersyklus i vente :). Mulig en liten dropp i morgen men det er kortsiktig støy og god påfyllsmulighet.
Bulk i statene er Texas idag. Sjekk BS, Bkld, nmm
Bulk i statene er Texas idag. Sjekk BS, Bkld, nmm
Kalle Kurtasje
03.05.2021 kl 18:30
12129
Litt rart Trøim selger såpass, men dette er trolig udramatisk.
Har allerede bra avkastning på investering, og sitter fortsatt med en stor eierandel.
Velger sannsynligvis å flytte penger til andre områder hvor det er større behov, - som rigg,
eller nye områder innen shipping?
Har allerede bra avkastning på investering, og sitter fortsatt med en stor eierandel.
Velger sannsynligvis å flytte penger til andre områder hvor det er større behov, - som rigg,
eller nye områder innen shipping?
Staffanstorp
03.05.2021 kl 18:25
12153
BDI and iron ore, steel prices control this stock. Not Trøim/Ubon Partners. In other words buyers of commodities.
See no drama in this at all, taking into consideration that GOGL now is going mad in NY. The course is clear.
See no drama in this at all, taking into consideration that GOGL now is going mad in NY. The course is clear.
Redigert 03.05.2021 kl 19:08
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Swordrup
03.05.2021 kl 18:19
12149
Hvordan tror dere dette påvirker kursen? Trøymaksjer har tidligere gått opp etter at han gikk ut:)
Staffanstorp
03.05.2021 kl 17:24
12305
One can't sell this amount in one go through the stock exchange + it will send wrong signals and it will take days, pushing the stock lower and lower. That would had been a disaster. Neither one can buy this amount in one go through the stock exchange since it will "rocket-fuel" the rate. In other words, this is the compromise.
Wouldn't be too surprised if 2020 B already tomorrow morning announces the April dividends.
Wouldn't be too surprised if 2020 B already tomorrow morning announces the April dividends.
Redigert 03.05.2021 kl 18:20
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Staffanstorp
03.05.2021 kl 16:47
12466
2020 - Contemplated secondary placing
ABG Sundal Collier ASA, Clarksons Platou Securities AS and SpareBank 1 Markets AS (the “Bookrunners”) have been retained by Drew Holdings Ltd (“Drew”) and Ubon Partners AS (“Ubon”, together with Drew, the “Sellers”) to explore the sale of up to 1,900,000 and 1,250,000 existing shares, respectively, in 2020 Bulkers Ltd (the “Company” or “2020”) representing approximately 14.2% of the share capital and voting rights in the Company (the "Placing") at a price of NOK 103 per share.
One industrial investor has subscribed and will be allocated 1.500.000 shares. Based on this lead order as well as a limited wall-crossing process the majority of the book is covered based on indications received prior to launch the Placing.
The sales process will commence immediately following the publication of this announcement and may be closed at short notice at the full discretion of the Bookrunners. The Sellers reserve the right, at their own discretion, to sell fewer shares or no shares at all.
Drew currently holds 7,174,436 shares in the Company, equivalent to 32.36% of the share capital and voting rights. Ubon currently holds 2,034,084 shares in the Company, equivalent to 9.17% of the share capital and voting rights.
Assuming all the shares available in the Placing are sold, Drew will hold 5,274,436 shares in 2020, representing 23.79% of the share capital and voting rights in the Company, and Ubon will hold 784,084 shares in 2020, representing 3.54% of the share capital and voting rights in the Company.
Drew and Ubon will enter into a customary 90 days lock-up with the Bookrunners for their remaining shares in the Company not sold in the Placing.
This information is subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act.
For further information, please contact the Bookrunners:
ABG Sundal Collier: +47 22 01 60 13
Clarksons Platou Securities: +47 22 01 63 00
SpareBank 1 Markets: +47 24 14 74 70
ABG Sundal Collier ASA, Clarksons Platou Securities AS and SpareBank 1 Markets AS (the “Bookrunners”) have been retained by Drew Holdings Ltd (“Drew”) and Ubon Partners AS (“Ubon”, together with Drew, the “Sellers”) to explore the sale of up to 1,900,000 and 1,250,000 existing shares, respectively, in 2020 Bulkers Ltd (the “Company” or “2020”) representing approximately 14.2% of the share capital and voting rights in the Company (the "Placing") at a price of NOK 103 per share.
One industrial investor has subscribed and will be allocated 1.500.000 shares. Based on this lead order as well as a limited wall-crossing process the majority of the book is covered based on indications received prior to launch the Placing.
The sales process will commence immediately following the publication of this announcement and may be closed at short notice at the full discretion of the Bookrunners. The Sellers reserve the right, at their own discretion, to sell fewer shares or no shares at all.
Drew currently holds 7,174,436 shares in the Company, equivalent to 32.36% of the share capital and voting rights. Ubon currently holds 2,034,084 shares in the Company, equivalent to 9.17% of the share capital and voting rights.
Assuming all the shares available in the Placing are sold, Drew will hold 5,274,436 shares in 2020, representing 23.79% of the share capital and voting rights in the Company, and Ubon will hold 784,084 shares in 2020, representing 3.54% of the share capital and voting rights in the Company.
Drew and Ubon will enter into a customary 90 days lock-up with the Bookrunners for their remaining shares in the Company not sold in the Placing.
This information is subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act.
For further information, please contact the Bookrunners:
ABG Sundal Collier: +47 22 01 60 13
Clarksons Platou Securities: +47 22 01 63 00
SpareBank 1 Markets: +47 24 14 74 70
Sonatrach
03.05.2021 kl 15:10
12565
Handlet noen tusen aksjer her i dag. Ikke glem at Indexratene til 2020 ligger ca $15K over Baltic assessment/dag.
Sitter i 2020 pga av utbytte strategien dems, finnes vel knapt andre selskaper med lignende prosentandel mtp utbytte? Med dagens bull marked og dertil forventninger for fremtiden ser jeg personlig utelukkende oppside i denne i hele 2021 og langt inn i 2022!
Redigert 03.05.2021 kl 13:47
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Swordrup
03.05.2021 kl 13:13
12746
Økte beholdningen i dag og oppdaget at det ikke er mange selgere. Tror mange ønsker å holde på denne pengemaskinen.
Det vil den nok gjøre for tørrlast fremover også. Tror vi har 2-3 gode år i vente i Tørrlast nå! Det er jo på tide også!
StevenG
03.05.2021 kl 12:28
12810
StevenG
03.05.2021 kl 11:18
12895
Blir en fin reise og fortsatt billig sett mot kurs avkastning og utbytte
Det fine med dette selskapet er utbytte strategien deres! Likte godt intervjuet med CEO på Fredag, samt godt å se at de står inne for strategien sin, nemlig å betale ut så mye utbytte som mulig til sine aksjonærer.
StevenG
03.05.2021 kl 00:01
13221
Blir spennede å se, men man bør se lengre frem i tid.. spot prisene de 6 båtene ligger på idag er på 55.000 dollar pga 35% premium (lavere drivstoffkostnader og nyere båter). Break even er 14.500 dollar.. Om prisene går til 80-100k dollar , så prater vi helt spinnville utbytter på dagens kurs, så at vi kan se fort 40-50% økning i kurs + 20-30% i utbytte er ikke langt unna sannheten i 2021 om ratene treffer rundt 100k dagen i sommer. De to siste båtene ligger på fastpris 27.500 + premium scrubber.
Ser ihvertfall ingen nedside pr nå .
Basert på dagens tall vil det gi ca 3kr i utbytte i mai, og det vil øke i takt med ratene.. :D
Ser ihvertfall ingen nedside pr nå .
Basert på dagens tall vil det gi ca 3kr i utbytte i mai, og det vil øke i takt med ratene.. :D
Hva tror folk om åpningen i morgen? Mye friske kursmål ute å går! Selv tror jeg vi bare så vidt har sett begynnelsen på hva som er i vente i tørrlast! Det er nesten umulig å få bygget Capesize tonnasje PT og det er nesten ingen i ordreboken. Alt peker på et ekstremt godt market i 2-4 år minimum! Skal ikke hause noe her, for man vet aldri noen sikkert, likevel er det sterke indikasjoner på at noe er i vente. 2020 Bulkers kan vise seg (er allerede vil mange si) en utbytte-maskin! Ønsker alle aksjonerer lykke til!
StevenG
02.05.2021 kl 16:25
13608
Ratene kommer til å fortsette til å øke , så 2020 vil gi solide utbytter og en sikker aksje å sitte i. kursmål 160kr kommer før vi aner nå.
Meget spennende intervju med Magnus Halvorsen i FA i dag! Kan være vi har en supersyklus i vente, høy etterspørsel og derav stigende rater! Minimalt med nybygg pga høy kontrahering av andre typer tonnasje. Vil tro det kan bli enda mer vind i seilene her etterhvert!
Jarba1968
30.04.2021 kl 12:25
14207
Les innleggene ovenfor @kronerulling. Om du mener det finnes tilsvarende aksje nå med bedre Risk/Reward ratio, så er jeg veldig interessert i å høre om det. Google også "Peter Hermanrud måtte pusse brillene etter å ha regnet på ...." + "Kalkulatoren hyler kjøp".
kronerulling
29.04.2021 kl 15:14
14433
Hva tenker folk fremover om selskapet? Hvordan oppfatter dere lederne i selskapet? Trygg havn å la penge være loong?
Staffanstorp
28.04.2021 kl 12:40
14723
And about 450/500 cape sizes have their 5/10/15th "birthyear" during 2021, which means dry-dockings.
Redigert 29.04.2021 kl 13:04
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ks1977
28.04.2021 kl 09:54
14825
Only time will tell, men det synes å ligge til rette for en supersyklus. Ser din haussing og høyner med;
*Side 9 i presentasjonen viser en ganske heftig økning i stålproduksjonen i Kina (samtidig er verden forøvrig også stigende eller flatt)
*Høy snittalder på verdensflåten
*Liten ordrebok
*Lav verftkapasitet (5% av skipsflåten, men dette vil sikkert økes med årene som kommer)
*De store verftene er allerede fullbooket (med kontainerskip) ut 2023...
*EEXI (01.01.2023) vil/kan medføre hastighetsrestriksjoner på en relativt stor andel av flåten (dog mest påvirkning i et godt marked)
2020B-bonus;
ECO-fordelen (som for 2020B sin del allerede er bakt inn i newcastlemax-premiumen, så usikker på hvordan dette vil slå ut - muligens vil dette kun få noe å si for nye kontrakter) - og sannsynligvis også scrubberfordelen - vil øke hvis oljeprisen stiger (om det skjer vet jeg ikke, men noen analytikere mener at vi vil se $100 fatet mot slutten av året)
Joker;
Større og større press på en verdensomspennende CO2e-avgift (IMO vil kanskje stritte imot). Dette vil i så fall måtte dekkes av chartrerne (hvis ikke så vil det tvinge frem mer skraping på en flåte som kanskje allerede er litt liten) og - i mitt hode - bety at 2020B kan stappe mellomlegget (mellom hvor mye gamle skip må betale i avgift, og det mindre beløpet moderne skip må betale) i egen lomme
*Side 9 i presentasjonen viser en ganske heftig økning i stålproduksjonen i Kina (samtidig er verden forøvrig også stigende eller flatt)
*Høy snittalder på verdensflåten
*Liten ordrebok
*Lav verftkapasitet (5% av skipsflåten, men dette vil sikkert økes med årene som kommer)
*De store verftene er allerede fullbooket (med kontainerskip) ut 2023...
*EEXI (01.01.2023) vil/kan medføre hastighetsrestriksjoner på en relativt stor andel av flåten (dog mest påvirkning i et godt marked)
2020B-bonus;
ECO-fordelen (som for 2020B sin del allerede er bakt inn i newcastlemax-premiumen, så usikker på hvordan dette vil slå ut - muligens vil dette kun få noe å si for nye kontrakter) - og sannsynligvis også scrubberfordelen - vil øke hvis oljeprisen stiger (om det skjer vet jeg ikke, men noen analytikere mener at vi vil se $100 fatet mot slutten av året)
Joker;
Større og større press på en verdensomspennende CO2e-avgift (IMO vil kanskje stritte imot). Dette vil i så fall måtte dekkes av chartrerne (hvis ikke så vil det tvinge frem mer skraping på en flåte som kanskje allerede er litt liten) og - i mitt hode - bety at 2020B kan stappe mellomlegget (mellom hvor mye gamle skip må betale i avgift, og det mindre beløpet moderne skip må betale) i egen lomme