Kan du komme med en god forklaring på det. Kursen var 14,25 og minste tegning 100000 Euro. Tror du virkelig at de har behov for å selge på disse kursene ?
Dette er mer pris pressing for å få ut billige panikk salg og tvangssalg. Noe du ville sett om du følger handlene.

"LNG shipping rates hit their highest on record this month, with several shippers heard paying $200,000 a day to transport the super-chilled fuel. "

https://www.reuters.com/article/global-lng/global-lng-asian-spot-prices-retreat-again-as-shipping-clogs-up-idUSL2N1XQ11P

Kodenavn; tror du har rett:-)))

Nat.Gass prisen i USA har falt tilbake. Ikke helt, men en god del.
Kursen beveger seg, til tross for fallet fra 16, innenfor en stigende trend. Fallet i kursen tar jeg imot med åpne armer da jeg var redd denne skulle reise fra meg. Solgte meg ut litt for tidlig. Og har nå kjøpt meg inn for tidlig, men sånn er det.
Bruker fallet til å akkumulere litt strategisk fremover.

Kan ikke helt forstå at dette er emi.aksjer som selges?

Dette er nok emisjonsaksjer som skal ut. Potensialet senere er desto større. Ratene er ikke svekket i den perioden oljen har falt.
Kjøp.

Jeg kan se at manglende arbitrasjemuligheter pga av høy gasspris i USA er negativt, men det må være noe annet også spm jeg ikke har fått med meg som skyldes del lave Flex kursen. Noen som har mer kunnskap enn meg?

https://splash247.com/two-thirds-of-lng-orders-placed-this-year-are-speculative/

LNG markedet er blitt mer spekulativt hevder Awilco.
Det er vel noe som passer Fredriksen bra.

Dear -- --,





Just 8 days to go until the LNG Ship/Shore Interface Conference in London.


Already more than 85 delegates from across the LNG industry have reserved their places at this year’s event. Now firmly established as the meeting place for those responsible for the safe transfer of LNG from ship to shore, the number of delegates from LNG carriers and terminals continues to grow year on year. You can see the full list of the vessel owners, utilities and LNG terminals attending here.



New for 2018: the LNG World Shipping Awards
LNG World Shipping has written extensively about the many innovations and outstanding work done across the industry. This year will see the first LNG World Shipping Awards presented as we recognise those who’ve made the biggest contributions over 2018. There are still some tickets available to attend the awards, please contact Ian Pow if you would like to come along.



What some of our past delegates had to say:


“The conference attracts an excellent cross section of people actively involved in the LNG ship/shore interface including LNG shipping, FSRU’s, land-based terminals and vendors serving this dynamic market.”
Richard Gilmore, Director - Gas Fleet, Maran Gas Maritime


“For industry insiders this is the spot where all relevant stakeholders are present sharing insights, developments, opportunities and of course network.”
Wouter van Reenen MSc, Business Development, Mampaey Offshore Industries









Book Now: To reserve your place click here.



Details of the 2018 conference agenda and confirmed speakers to date are now online.

If you have any questions about this event please contact me directly at ian.pow@rivieramm.comor on +44 208 370 7011.





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Regards,



Ian Pow

LNG World Shipping

t: +44 020 83707011


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Takk for oppklaring. Jeg sitter long med 2 års horisont.

Jeg ser at noen har kalkulert ett års beta for FLNG vs. OBX til 1,32 mens to og tre års beta er hhv. 0,93 og 0,73. For GasLog har de kalkulert ett og to års beta vs. DJIA til ca. 0,60 og tre års til 1,24. For FLNG betyr det at FLNG svinger med OBX, og med større utslag enn OBX det siste året og mindre utslag de to årene forut for det.

https://www.infrontanalytics.com/fe-en/BMG359471031/FLEX-LNG-Ltd/beta

Psykologien kan ta overhånd i alle aksjer, men flex er i bunn drevet av rater og skibsverdier.
Jeg har ikke gått så hardt ut, og har fortsatt plenty å handle for. Har snitt under emi og anser alt under det som bonus.
Om vi bikker over 14 igjen så er dette et kjøpssignal med SL ved 13,5 nivået(Om man handler kortsiktig). Vertfall min analyse.

Helt rett, henger ikke sammen med olje prisen. Da burde den vært godt over 14 igjen nå. Dette er som jeg har sagt før, for å presse ut belånte. Ikke er det den helt store omsetningen, på dette nivået heller. Dessverre har jeg ikke mer å handle for akkurat nå.

TA viser tegn til reversering.

Har allerede undersøkt dette før jeg kjøpte. Om du sammenligner kursen til FLNG med Brent da prisen falt fra 100usd til 30usd, så vil du se at det ikke stemmer. Disse korrelerer ikke overhodet.
Når det er sagt, så er jeg ikke synsk. Mulig noen selger som hodeløse kyllinger, men det er bare positivt for andre.

Det blir jo en kraftig nedtur på ose, samt en latterlig nedgang i Flex. Jeg tror jeg bunnfisker på 13,45.

Synd at Flex følger oljeprisen...

Nå er det stort vekstpotensiale for både LNG- og LPG-aksjer. På 1-6mnd sikt vil vi nok kunne erfare kursdobling for flere av disse aksjene på OSE.
Lykke til
K

Ja mye skal gå galt, om ikke det skjer.

Tror ikke det har så mye å si. På kort sikt vil kina drive TC ratene gjennom vinteren. På lang sikt er det spådd at LNG markedet skal doble seg mot 2030.Per nå vil det si en økning som er over flåtevekst.

Så bra, jeg handlet dessverre i går. Men solgte Equinor, så aldri så galt at det ikke er godt for noe.

Meg blandt annet. Handlet litt i går og litt til i dag.

Når vi samtidig vet at infrastruktur matcher for import i Kina og ellers er det bare å sitte helt muse stille!!!

Nok av ny eksport fra US!

US poised for major step-up in LNG exports

Thu 08 Nov 2018 by Mike Corkhill

Four world-scale liquefaction trains – offering an aggregate 18 mta of LNG production capacity – are set to be commissioned on the US Gulf Coast through Q1 2019. These facilities will be joined by a further four US Gulf trains and 20 mta of potential output over the remaining nine months of next year.

The four liquefaction units poised to commence operations are Corpus Christi LNG Train 1, Cameron LNG Train 1, Sabine Pass LNG Train 5 and Freeport LNG Train 1. Output from these facilities will augment existing LNG exports from the first four trains at Sabine Pass and the single-train Cove Point terminal operated by Dominion Energy on the US east coast, and propel the US up to third place in the LNG exporters' league table.

Of the four imminent new units, the 4.5-mta Corpus Christi Train 1 in Corpus Christi, Texas looks set to be the first into service. Like Sabine Pass, the three-train Corpus Christi LNG project has been developed by Cheniere Energy.

A week ago the US Federal Regulatory Energy Commission (FERC) granted Cheniere permission to load and export Train 1 commissioning cargoes at the Corpus Christi terminal. Furthermore, the company is planning to host an onsite commissioning event on 15 November. The inaugural LNG carrier loading is expected to follow shortly thereafter.

Corpus Christi is the only greenfield terminal among the four, constructed from scratch on land acquired for the scheme. In contrast, liquefaction trains have been added at what were originally LNG import terminals to give Sabine Pass, Cameron and Freeport a bi-directional capability and the ability to export LNG utilising existing storage tanks and jetty facilities.

Cheniere plans to have the 4.5-mta Corpus Christi Train 2 unit in operation before the end of 2019. Train 3, the final investment decision for which was only taken in June 2018, is due onstream in 2021.

In another recent FERC decision on behalf of Cheniere, in September 2018 the regulatory agency approved a request for permission to introduce feed gas for the commissioning of Train 5 at the Sabine Pass terminal in Louisiana, close to the Texas border. The fifth Sabine Pass unit had earlier been tabled for a “first-half 2019” start but it now appears it could be be sooner rather than later within that time window.

Sempra Energy is currently building three 5-mta liquefaction trains at its Cameron LNG terminal in Hackberry, Louisiana. Although the project has suffered some delays to its original timetable due to earlier hurricane damage, Sempra plans to put all three trains into operation in 2019. The commissioning process for Train 1 started earlier this week.

FERC granted approval in August 2018 for the commissioning process for Freeport LNG Train 1 to commence. Freeport’s published start-up timetable, for all three 5-mta trains to start operations between September 2019 and May 2020, looks conservative in light of the recent FERC clearance to proceed.

In addition to these large-scale US liquefaction train projects, Kinder Morgan is positioning 10 modular, small-scale LNG production units at its existing Elba Island LNG import terminal in Savannah, Georgia. The scheme will provide an aggregate of 2.5 mta of LNG output. The first module is scheduled for a Q1 2019 start and the remaining nine will all be operational by the end of next year.

RS
Behøver nok ikke vente så lenge. Tallene kommer om 14 dager, i mellom tiden er det tydeligvis en som forsøker å handle billig.

Pareto skrev her om dagen i en shippingoppdatering at shipping ikke er stedet å gjemme seg når det blåser på børsene. Kan fortsette å være noe ruglete på børsene en tid til framover, tror jeg. Med tilbakevending til "finvær" på børsene, kan de gode shippingcasene fort hente seg inn.

Det tviler jeg ikke på in det hele tatt. Fredriksen spytter ikke inn slike midler uten å ha kontroll på hvor det bærer.

Tja, kommer nok sterkt tilbake for den langsiktige...

Og kursen er 14,1. Jaja

LNG week 45 from Fearnley - hot
--------------------------------------------
SPOT MARKET (usd/day) This week Last week Low 2018 High 2018
East of Suez 155-165'cbm 195 000 175 000 35 000 195 000
West of Suez 155-165'cbm 175 000 175 000 44 000 175 000
1 yr TC 155-165'cbm 110 000 90 000 52 000 110 000