FRONTLINE
Frontline vil ha flere tankskip.
Dette blir spennende.
Dette blir spennende.
Redigert 14.01.2024 kl 23:09
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Hellboy
20.10.2023 kl 12:08
10121
Fra clean til crude trenger man ikke gjøre noe.
Det er fra Crude til clean at tankene må renses. Det koster jo både penger og tid.
Det er fra Crude til clean at tankene må renses. Det koster jo både penger og tid.
Lanfear
20.10.2023 kl 12:17
10217
Jeg spurte nettopp Pareto om hvor mange som er produkt av hva som er råolje, her er svaret:
"Jeg mener å huske at sist jeg spurte om dette var det 4-5 av dem som tradet råolje, resten produkt. Tror det er omtrent der det har ligget…"
Eirik Haavaldsen
Pareto Securities AS
+47 99 16 60 77
"Jeg mener å huske at sist jeg spurte om dette var det 4-5 av dem som tradet råolje, resten produkt. Tror det er omtrent der det har ligget…"
Eirik Haavaldsen
Pareto Securities AS
+47 99 16 60 77
Lanfear
20.10.2023 kl 12:21
10232
CEO snakket om akkurat dette på siste eller nest siste kvartalsrapport. Jeg mener han sa det tok ca 3 uker, selve arbeidet. Så tar det jo tid å ballaste seg til havnen og tilbake i jobb. Så ja det er nok et tapt kvartal.
YNWA250505
20.10.2023 kl 14:25
10051
Og Frontline seiler videre og skal straks teste ATH. Og det sykeste er at vi ikke er i nærheten av potensialet til FRO. Kjempen blir om kort tid enda større.
ibyx
20.10.2023 kl 18:46
9769
"Lillebror" OET gikk i ny ATH idag! Kan bli "utbyttekamp" her når FRO kommer i siget etter? (Men ikke før neste år? Var det slik? ) :-)
Plastikkalfa
02.11.2023 kl 07:33
8219
Et lite utdrag fra E24 17 mars 2020:
"Mens børsene verden over raser, mens oljeprisen kryper seg ned på 20-tallet, og mens det mer eller mindre er krise over hele fjøla, kommer Herbjørn Hansson fra Nordic American Tankers (NAT) med en gladmelding til sine aksjonærer:
– Kjære aksjonærer. Vi får spørsmål om tilstanden i tankmarkedet, som er den sterkeste vi har sett på flere tiår, skriver Hansson i meldingen."
I nov 2021
"Resultatet etter skatt landet i tremånedersperioden på minus 44,7 millioner dollar, eller nær 400 millioner kroner, mot minus 10 millioner dollar i fjor."
Ikke alltid det går som en ønsker/tror selv om en er innsider når det gjelder markedsforståelse. Noe å ha i minne nå som FRO har steget heftig i høst.
"Mens børsene verden over raser, mens oljeprisen kryper seg ned på 20-tallet, og mens det mer eller mindre er krise over hele fjøla, kommer Herbjørn Hansson fra Nordic American Tankers (NAT) med en gladmelding til sine aksjonærer:
– Kjære aksjonærer. Vi får spørsmål om tilstanden i tankmarkedet, som er den sterkeste vi har sett på flere tiår, skriver Hansson i meldingen."
I nov 2021
"Resultatet etter skatt landet i tremånedersperioden på minus 44,7 millioner dollar, eller nær 400 millioner kroner, mot minus 10 millioner dollar i fjor."
Ikke alltid det går som en ønsker/tror selv om en er innsider når det gjelder markedsforståelse. Noe å ha i minne nå som FRO har steget heftig i høst.
Flipper
02.11.2023 kl 08:05
8248
Euronav announces third quarter 2023 results
EURONAV ANNOUNCES THIRD QUARTER 2023 RESULTS
HIGHLIGHTS
Rates during Q3 2023 strong compared to historic Q3 average since 1990
Two new VLCCs on order
Two-year VLCC time charter signed with blue-chip partner
Announcement of agreement for forward path with two reference shareholders
No Q3 2023 dividend to be paid as part of CMB/Frontline transaction
Q4 2023 spot rates to-date: 49% fixed at 34,000 USD per day for VLCC fleet and 52% fixed at 34,000 USD for Suezmax fleet, however rates have strongly rallied since last week.
ANTWERP, Belgium, 2 November 2023 – Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) reported its non-audited financial results today for the third quarter ended 30 September 2023.
Lieve Logghe, CFO and CEO ad interim of Euronav said: “The third quarter exhibited a relatively typical trading pattern as the tanker markets adapted to the extra OPEC production and export reductions, along with indications of a slight decline in crude oil demand. The Euronav platform was expanded with a key time charter and two more VLCC new build contracts. After many months of uncertainty, a transaction between our two reference shareholders was agreed. We believe this will leverage the value that Euronav and its people have created through many years of hard work. It represents a balanced outcome for shareholders, who now have the choice between realizing that value in cash or following Euronav in a new strategic direction under a new controlling shareholder.”
Key figures
The most important key figures (unaudited) are:
(in thousands of USD) Third Quarter 2023 Third Quarter 2022 YTD 2023 YTD 2022
Revenue 278,378 223,539 966,494 486,601
Other operating income 4,737 2,879 19,505 10,515
Voyage expenses and commissions (32,127) (55,595) (103,672) (130,047)
Vessel operating expenses (55,471) (56,039) (173,488) (157,560)
Charter hire expenses (898) (372) (2,429) (4,828)
General and administrative expenses (13,800) (14,930) (40,549) (38,101)
Net gain (loss) on disposal of tangible assets 27,053 — 49,117 33,244
Depreciation (59,716) (58,791) (171,623) (165,042)
Net finance expenses (26,582) (20,227) (86,726) (82,091)
Share of profit (loss) of equity accounted investees (3) 2,982 (12) 17,556
Result before taxation 121,571 23,446 456,617 (29,753)
Tax benefit (expense) (6,994) (6,998) (5,174) (2,075)
Profit (loss) for the period 114,577 16,448 451,443 (31,828)
Attributable to: Owners of the Company 114,577 16,448 451,443 (31,828)
The contribution to the result is as follows:
(in thousands of USD) Third Quarter 2023 Third Quarter 2022 YTD 2023 YTD 2022
Tankers 110,616 8,738 440,370 (61,218)
FSO 3,961 7,710 11,073 29,390
Result after taxation 114,577 16,448 451,443 (31,828)
Information per share:
(in USD per share) Third Quarter 2023 Third Quarter 2022 YTD 2023 YTD 2022
Weighted average number of shares (basic) * 201,912,942 201,783,532 201,856,648 201,735,976
Result after taxation 0.57 0.08 2.24 (0.16)
The number of shares issued on 30 September 2023 is 220,024,713. However, the number of shares excluding the owned shares held by Euronav at 30 September 2023 is 201,912,942.
EBITDA reconciliation (unaudited):
(in thousands of USD) Third Quarter 2023 Third Quarter 2022 YTD 2023 YTD 2022
Profit (loss) for the period 114,577 16,448 451,443 (31,828)
+ Net interest expenses 28,338 20,323 87,518 81,341
+ Depreciation of tangible and intangible assets 59,716 58,791 171,623 165,042
+ Income tax expense (benefit) 6,994 6,998 5,174 2,075
EBITDA (unaudited) 209,625 102,560 715,758 216,630
+ Net interest expenses JV — (384) — (745)
+ Depreciation of tangible and intangible assets JV — — — 3,149
+ Income tax expense (benefit) JV — (2,583) — (1,599)
Proportionate EBITDA 209,625 99,593 715,758 217,435
Proportionate EBITDA per share:
(in USD per share) Third Quarter 2023 Third Quarter 2022 YTD 2023 YTD 2022
Weighted average number of shares (basic) 201,912,942 201,783,532 201,856,648 201,735,976
Proportionate EBITDA 1.04 0.49 3.55 1.08
All figures, except for Proportionate EBITDA, have been prepared under IFRS as adopted by the EU (International Financial Reporting Standards) and have not been audited nor reviewed by the statutory auditor.
For the third quarter of 2023, the Company realized a net gain of USD 114.6 million or USD 0.57 per share (third quarter 2022: a net gain of 16.4 USD million or USD 0.08 per share). Proportionate EBITDA (a non-IFRS measure) for the same period was USD 209.6 million (third quarter 2022: USD 99.6 million).
TCE
The average daily time charter equivalent rates (TCE, a non IFRS-measure) can be summarized as follows:
In USD per day
Third quarter 2023 Third quarter 2022
VLCC
Average spot rate (in TI Pool)* 42,250 22,250
Average time charter rate** 48,250 47,000
SUEZMAX
Average spot rate*** 42,750 34,000
Average time charter rate 30,250 30,500
*Euronav owned ships in TI Pool (excluding technical off-hire days)
**Including profit share where applicable
*** Including profit share where applicable (excluding technical off-hire days)
EURONAV TANKER FLEET DEVELOPMENTS
Two-year time charter with blue chip partner
On 7 September 2023 – Euronav announced it had signed a two-year time charter with a blue-chip partner for the VLCC Donoussa (2016 dwt – 299.999). This contract will generate approximately USD 24 million in cash for Euronav over the duration of the contract.
Purchase option VLCC Nectar lifted
Euronav NV has decided to lift its purchase option on VLCC Nectar (2008 – 307,284 dwt), crystallizing a potential capital gain by taking back full ownership of the vessel and creating as such additional capacity for the ongoing tanker cycle. The vessel was returned to Euronav ownership as of 27 September 2023.
Fleet expansion - one new VLCC ordered and option for additional VLCC exercised
On 16 August 2023, Euronav revealed an agreement to purchase one new build VLCC. The purchase will cost USD 112.2 million with highly favorable payment terms and schedule. The vessel is expected to be delivered in Q3 2026.
On 9 October 2023, Euronav lifted an option at the same Chinese shipyard for another new build VLCC for the same purchase price, with delivery anticipated also in Q3 2026.
Update - Newbuilding delivery schedule
The outstanding capital expenditure for the four Suezmaxes and two VLCC’s currently under construction at the end of Q3 2023 was USD 394.2 million, of which USD 55.6 million is still due in 2023 (2024: USD 136.6 million; 2025: USD 67.2 million; 2026: USD 134.6 million).
OTHER CORPORATE DEVELOPMENTS
On 19 October 2023, the UK Supreme court refused to grant Unicredit permission to appeal against a judgement in favour of Euronav over an alleged misdelivery claim concerning MT Sienna (2007 – 150,205 dwt). The claim is now concluded in full.
TANKER MARKET & OUTLOOK
Seasonal factors that have often been absent in large crude tanker markets re-asserted their influence during Q3 2023, with freight rates falling modestly throughout the quarter. VLCC rates moved from low USD 40k per day to low/mid USD 30k per day by quarter end, while Suezmax rates followed a steeper trajectory from high USD 30k per day to P&L breakeven levels in low/mid USD 20k per day.
Four factors drove this trading pattern (1) reduced activity as quarter progressed from refinery sector as maintenance programmes kicked in (2
EURONAV ANNOUNCES THIRD QUARTER 2023 RESULTS
HIGHLIGHTS
Rates during Q3 2023 strong compared to historic Q3 average since 1990
Two new VLCCs on order
Two-year VLCC time charter signed with blue-chip partner
Announcement of agreement for forward path with two reference shareholders
No Q3 2023 dividend to be paid as part of CMB/Frontline transaction
Q4 2023 spot rates to-date: 49% fixed at 34,000 USD per day for VLCC fleet and 52% fixed at 34,000 USD for Suezmax fleet, however rates have strongly rallied since last week.
ANTWERP, Belgium, 2 November 2023 – Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) reported its non-audited financial results today for the third quarter ended 30 September 2023.
Lieve Logghe, CFO and CEO ad interim of Euronav said: “The third quarter exhibited a relatively typical trading pattern as the tanker markets adapted to the extra OPEC production and export reductions, along with indications of a slight decline in crude oil demand. The Euronav platform was expanded with a key time charter and two more VLCC new build contracts. After many months of uncertainty, a transaction between our two reference shareholders was agreed. We believe this will leverage the value that Euronav and its people have created through many years of hard work. It represents a balanced outcome for shareholders, who now have the choice between realizing that value in cash or following Euronav in a new strategic direction under a new controlling shareholder.”
Key figures
The most important key figures (unaudited) are:
(in thousands of USD) Third Quarter 2023 Third Quarter 2022 YTD 2023 YTD 2022
Revenue 278,378 223,539 966,494 486,601
Other operating income 4,737 2,879 19,505 10,515
Voyage expenses and commissions (32,127) (55,595) (103,672) (130,047)
Vessel operating expenses (55,471) (56,039) (173,488) (157,560)
Charter hire expenses (898) (372) (2,429) (4,828)
General and administrative expenses (13,800) (14,930) (40,549) (38,101)
Net gain (loss) on disposal of tangible assets 27,053 — 49,117 33,244
Depreciation (59,716) (58,791) (171,623) (165,042)
Net finance expenses (26,582) (20,227) (86,726) (82,091)
Share of profit (loss) of equity accounted investees (3) 2,982 (12) 17,556
Result before taxation 121,571 23,446 456,617 (29,753)
Tax benefit (expense) (6,994) (6,998) (5,174) (2,075)
Profit (loss) for the period 114,577 16,448 451,443 (31,828)
Attributable to: Owners of the Company 114,577 16,448 451,443 (31,828)
The contribution to the result is as follows:
(in thousands of USD) Third Quarter 2023 Third Quarter 2022 YTD 2023 YTD 2022
Tankers 110,616 8,738 440,370 (61,218)
FSO 3,961 7,710 11,073 29,390
Result after taxation 114,577 16,448 451,443 (31,828)
Information per share:
(in USD per share) Third Quarter 2023 Third Quarter 2022 YTD 2023 YTD 2022
Weighted average number of shares (basic) * 201,912,942 201,783,532 201,856,648 201,735,976
Result after taxation 0.57 0.08 2.24 (0.16)
The number of shares issued on 30 September 2023 is 220,024,713. However, the number of shares excluding the owned shares held by Euronav at 30 September 2023 is 201,912,942.
EBITDA reconciliation (unaudited):
(in thousands of USD) Third Quarter 2023 Third Quarter 2022 YTD 2023 YTD 2022
Profit (loss) for the period 114,577 16,448 451,443 (31,828)
+ Net interest expenses 28,338 20,323 87,518 81,341
+ Depreciation of tangible and intangible assets 59,716 58,791 171,623 165,042
+ Income tax expense (benefit) 6,994 6,998 5,174 2,075
EBITDA (unaudited) 209,625 102,560 715,758 216,630
+ Net interest expenses JV — (384) — (745)
+ Depreciation of tangible and intangible assets JV — — — 3,149
+ Income tax expense (benefit) JV — (2,583) — (1,599)
Proportionate EBITDA 209,625 99,593 715,758 217,435
Proportionate EBITDA per share:
(in USD per share) Third Quarter 2023 Third Quarter 2022 YTD 2023 YTD 2022
Weighted average number of shares (basic) 201,912,942 201,783,532 201,856,648 201,735,976
Proportionate EBITDA 1.04 0.49 3.55 1.08
All figures, except for Proportionate EBITDA, have been prepared under IFRS as adopted by the EU (International Financial Reporting Standards) and have not been audited nor reviewed by the statutory auditor.
For the third quarter of 2023, the Company realized a net gain of USD 114.6 million or USD 0.57 per share (third quarter 2022: a net gain of 16.4 USD million or USD 0.08 per share). Proportionate EBITDA (a non-IFRS measure) for the same period was USD 209.6 million (third quarter 2022: USD 99.6 million).
TCE
The average daily time charter equivalent rates (TCE, a non IFRS-measure) can be summarized as follows:
In USD per day
Third quarter 2023 Third quarter 2022
VLCC
Average spot rate (in TI Pool)* 42,250 22,250
Average time charter rate** 48,250 47,000
SUEZMAX
Average spot rate*** 42,750 34,000
Average time charter rate 30,250 30,500
*Euronav owned ships in TI Pool (excluding technical off-hire days)
**Including profit share where applicable
*** Including profit share where applicable (excluding technical off-hire days)
EURONAV TANKER FLEET DEVELOPMENTS
Two-year time charter with blue chip partner
On 7 September 2023 – Euronav announced it had signed a two-year time charter with a blue-chip partner for the VLCC Donoussa (2016 dwt – 299.999). This contract will generate approximately USD 24 million in cash for Euronav over the duration of the contract.
Purchase option VLCC Nectar lifted
Euronav NV has decided to lift its purchase option on VLCC Nectar (2008 – 307,284 dwt), crystallizing a potential capital gain by taking back full ownership of the vessel and creating as such additional capacity for the ongoing tanker cycle. The vessel was returned to Euronav ownership as of 27 September 2023.
Fleet expansion - one new VLCC ordered and option for additional VLCC exercised
On 16 August 2023, Euronav revealed an agreement to purchase one new build VLCC. The purchase will cost USD 112.2 million with highly favorable payment terms and schedule. The vessel is expected to be delivered in Q3 2026.
On 9 October 2023, Euronav lifted an option at the same Chinese shipyard for another new build VLCC for the same purchase price, with delivery anticipated also in Q3 2026.
Update - Newbuilding delivery schedule
The outstanding capital expenditure for the four Suezmaxes and two VLCC’s currently under construction at the end of Q3 2023 was USD 394.2 million, of which USD 55.6 million is still due in 2023 (2024: USD 136.6 million; 2025: USD 67.2 million; 2026: USD 134.6 million).
OTHER CORPORATE DEVELOPMENTS
On 19 October 2023, the UK Supreme court refused to grant Unicredit permission to appeal against a judgement in favour of Euronav over an alleged misdelivery claim concerning MT Sienna (2007 – 150,205 dwt). The claim is now concluded in full.
TANKER MARKET & OUTLOOK
Seasonal factors that have often been absent in large crude tanker markets re-asserted their influence during Q3 2023, with freight rates falling modestly throughout the quarter. VLCC rates moved from low USD 40k per day to low/mid USD 30k per day by quarter end, while Suezmax rates followed a steeper trajectory from high USD 30k per day to P&L breakeven levels in low/mid USD 20k per day.
Four factors drove this trading pattern (1) reduced activity as quarter progressed from refinery sector as maintenance programmes kicked in (2
ibyx
02.11.2023 kl 10:54
8058
Kjøres litt mot volatil dollar etter rentemøtet i US igår og Norges Bank idag?
FRO blir kanskje litt ekstra følsom pga NYSE noteringen?
På den annen side faller OET litt mer.
Ikke de store utslagene da!
FRO blir kanskje litt ekstra følsom pga NYSE noteringen?
På den annen side faller OET litt mer.
Ikke de store utslagene da!
Sonatrach
02.11.2023 kl 11:58
7944
Cleaningen blir som regel gjort på selve ballastreisen. Ingen tid tapt!
Flipper
03.11.2023 kl 08:42
7466
OKEANIS: Okeanis Eco Tankers har søkt børsnotering på New York-børsen.
ibyx
03.11.2023 kl 08:49
7438
Jada. Fått med det!
Vi får kanskje et rykk opp og økt volatilitet som effekt? 🤔 :-)
Vi får kanskje et rykk opp og økt volatilitet som effekt? 🤔 :-)
ibyx
03.11.2023 kl 10:13
7264
Shipping sklir litt idag?
Ikke så rart kanskje med en "pust i bakken" igjen nå?
For det er vel ikke noe i ratebildet eller annet som svekkes i særlig grad? 🤔
Ikke så rart kanskje med en "pust i bakken" igjen nå?
For det er vel ikke noe i ratebildet eller annet som svekkes i særlig grad? 🤔
102oktan
03.11.2023 kl 20:17
6798
Dette måtte komme så helt ok. Kjøpte litt BW på "billigsalg".
Redigert 03.11.2023 kl 20:18
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Flipper
05.11.2023 kl 15:06
6131
Finansavisen headline
Forbyr shortsalg
Sør-Korea vil forby shorting av aksjer. Analytiker tror trekket vil føre til bobletendenser i deler av markedet.
Forbyr shortsalg
Sør-Korea vil forby shorting av aksjer. Analytiker tror trekket vil føre til bobletendenser i deler av markedet.
ibyx
06.11.2023 kl 09:53
5459
06:39|TDN Direkt
Saudi Arabia og Russland fortsetter oljeproduksjonskutt
Dette vil kanskje føre til fortsatt "mikrovolatilitet" og mer sidelengs/sakte oppover framover?
Saudi Arabia og Russland fortsetter oljeproduksjonskutt
Dette vil kanskje føre til fortsatt "mikrovolatilitet" og mer sidelengs/sakte oppover framover?
Granly
06.11.2023 kl 10:34
5356
Eg har fortsatt troen på at Fro vil øke videre, men som Ibyx nevner blir det kanskje sidelengs framover, litt + og litt minus. Og siden eg trenger en del kapital til å investere i høyrisiko aksjer, Valgte eg å selge meg ut av Fro nå, Men om de andre lykkes, kommer eg snart tilbake i denne :) Lykke til :D
ibyx
06.11.2023 kl 12:34
5112
Det er noe med det...
sidelengs med utbytte, eller "satse på" lavere rater og billigere aksjer..
men så er kanskje likevel "faren" større for rateoppgang fortsatt da?
er oljeaksjer et bedre alternativ?
Kanskje laks? Det meste selv av gode aksjer herjes vel litt opp og ned for tiden?
sidelengs med utbytte, eller "satse på" lavere rater og billigere aksjer..
men så er kanskje likevel "faren" større for rateoppgang fortsatt da?
er oljeaksjer et bedre alternativ?
Kanskje laks? Det meste selv av gode aksjer herjes vel litt opp og ned for tiden?
102oktan
06.11.2023 kl 12:47
5063
Er ikke sikkert at denne skal fortsette sidelengs så veldig lenge, resultatsesongen sparkes igang idag med t ex DHT, OET på torsdag osv. Euronav fikk ju ebitda $ 210 millioner for Q3 2023 ( $ 100 millioner Q2 2022) så helt så elendig ser Q3 ikke til å bli? Kanskje kan FRO surfe litt på andres meritter igjen?
ibyx
06.11.2023 kl 13:00
5155
innprisingen av tilførselen av 24 nye VLCC er selvsagt heller ikke "konkludert". Det kan bli betydelig mer oppgang når dette manifesterer seg mer og mer positivt. Forhåpentligvis da! Og *der* ligger selvsagt mye av hele tankegang bak kjøpet.. forventningen om stramt/strammere tankmarked!
Granly
06.11.2023 kl 13:37
5071
Nullball skrev Du mister neste utbytte da...
ja, eg går nokk glipp av det ja, men som sagt har eg ikke mistet håpet på FRO og kommer til å fortsette å følge med, Så er godt mulig at eg stokker om igjen i porteføljen og kommer tilbake i FRO, Selv om eg kanskje må kjøpe meg inn til en dyrere pris og gå glipp av en del av oppgangen.
Kan nevne at portefølgen min er veldig variert, alt fra unoterte til noterte aksjer. Er innom shipping, transport, fisk, bank, teknologi, gruvedrift, industri og entreprenør. ps valgte også å selge meg ut før helgen i 2020 bulkers.
Kan nevne at portefølgen min er veldig variert, alt fra unoterte til noterte aksjer. Er innom shipping, transport, fisk, bank, teknologi, gruvedrift, industri og entreprenør. ps valgte også å selge meg ut før helgen i 2020 bulkers.
ibyx
06.11.2023 kl 18:11
4788
Shipping-NYSE vil ha litt action. Little surprise! Må jo ha bevegelse for generere avkastning! Utbytte er langt ifra nok! 😅
245,36 nå...
Men det blir neppe like fine tilbud på OSE imorgen for selv "konservative" Poten er ganske frisk.
https://1975593.fs1.hubspotusercontent-na1.net/hubfs/1975593/PDB/2023%20PDB/NOV%202023/November%206%2c%202023.pdf
245,36 nå...
Men det blir neppe like fine tilbud på OSE imorgen for selv "konservative" Poten er ganske frisk.
https://1975593.fs1.hubspotusercontent-na1.net/hubfs/1975593/PDB/2023%20PDB/NOV%202023/November%206%2c%202023.pdf
Redigert 06.11.2023 kl 18:14
Du må logge inn for å svare
102oktan
06.11.2023 kl 21:40
4485
244 på Nyse, FRO kjøres hardt nå. Dumpe i morgon på 250 vid åpning, kjøpe tilbake på 238?
ibyx
06.11.2023 kl 22:13
4420
Kan bli fine muligheter imorgen!
Man kan jo spekulere med rederne i tråd med disse tallene... Eller man kan gå imot dem og plassere short! :-)
https://twitter.com/ed_fin/status/1721585058547478879
Apropos short. Litt bakpå oppdatering, men det ser slettes ikke ut som vi får en repetisjon av fjoråret?
https://www.marketbeat.com/stocks/NYSE/FRO/short-interest/
Man kan jo spekulere med rederne i tråd med disse tallene... Eller man kan gå imot dem og plassere short! :-)
https://twitter.com/ed_fin/status/1721585058547478879
Apropos short. Litt bakpå oppdatering, men det ser slettes ikke ut som vi får en repetisjon av fjoråret?
https://www.marketbeat.com/stocks/NYSE/FRO/short-interest/
Redigert 06.11.2023 kl 22:16
Du må logge inn for å svare
102oktan
06.11.2023 kl 22:36
4343
102oktan
06.11.2023 kl 23:21
4231
I'll step in for Ed :-)
DHT Q3:
"As stated in our most recent
releases, this suggests to us that the underlying freight market is between balanced and tight, with dynamics
gradually moving towards tight. This view is supported by the most recent strengthening in freight rates, reaching
time charter equivalent earnings for modern ships fitted with exhaust gas cleaning systems around the $70,000 per
day mark.
The key agencies are maintaining their views on the balances in the oil market, with a general tightening trend. The
oil supply cuts have pushed oil prices upwards in a market with low inventories, a backwardated oil price curve and
higher interest rates, driving refiners to draw down inventories of crude oil. Our high-level takeaway from following
oil market analyses and statements from leading oil producers, as well as discussing with our customers, is that it is
reasonable to expect more oil supply to hit the market during the first quarter of next year. This view is a
contributing factor to increased interest from many of our customers in engaging in term contracts.
"Following the few newbuilding orders that have been placed year-to-date, the activity seems to have dissipated
with limited interest in ordering new large tankers...This comes at a time when we think the global fleet is of a
sufficient size to profitably service the industry in the foreseeable future. "
DHT Q3:
"As stated in our most recent
releases, this suggests to us that the underlying freight market is between balanced and tight, with dynamics
gradually moving towards tight. This view is supported by the most recent strengthening in freight rates, reaching
time charter equivalent earnings for modern ships fitted with exhaust gas cleaning systems around the $70,000 per
day mark.
The key agencies are maintaining their views on the balances in the oil market, with a general tightening trend. The
oil supply cuts have pushed oil prices upwards in a market with low inventories, a backwardated oil price curve and
higher interest rates, driving refiners to draw down inventories of crude oil. Our high-level takeaway from following
oil market analyses and statements from leading oil producers, as well as discussing with our customers, is that it is
reasonable to expect more oil supply to hit the market during the first quarter of next year. This view is a
contributing factor to increased interest from many of our customers in engaging in term contracts.
"Following the few newbuilding orders that have been placed year-to-date, the activity seems to have dissipated
with limited interest in ordering new large tankers...This comes at a time when we think the global fleet is of a
sufficient size to profitably service the industry in the foreseeable future. "
NOELLE
07.11.2023 kl 10:40
3723
Berre å glede seg til Okeanis på Torsdag morgen iallefall !
Fra Q2 rapporten : " • In Q3 2023 to date, 76% of the available VLCC spot days have been booked at an average TCE rate of $65,800 per day and 64% of the available Suezmax spot days have been booked at an average TCE rate of $55,600 per day."
------------------
AMAZING
Fra Q2 rapporten : " • In Q3 2023 to date, 76% of the available VLCC spot days have been booked at an average TCE rate of $65,800 per day and 64% of the available Suezmax spot days have been booked at an average TCE rate of $55,600 per day."
------------------
AMAZING
ibyx
07.11.2023 kl 12:42
3603
Hvordan gikk det? 250 ble åpenbart bom da! 😅
Kjøpte åpenbart litt for tidlig selv. Nå venter jeg til ditt 238 kjøpsmål! 😅
Kjøpte åpenbart litt for tidlig selv. Nå venter jeg til ditt 238 kjøpsmål! 😅
NOELLE
07.11.2023 kl 13:45
3464
$FRO - $107K 🤯. Let’s see if this gets fixed in a couple of days.
Quote
Tankers International
@TankersInt
·
10m
Front Discovery (2019 - Modern Scrubber) On Subs (Estimated Voyage CII: C 🟡) USG/China Unipec (Hou) Frontline $FRO (TCE: RV USD 93K @ 82 days / Actual USD 107K @ 75 days)
https://app.tankersinternational.com/fixtures/id/11
------------------------------------------------------------------------------------------
Insane rater på vei !!!
https://twitter.com/christankerfund/status/1721868794564649191
Quote
Tankers International
@TankersInt
·
10m
Front Discovery (2019 - Modern Scrubber) On Subs (Estimated Voyage CII: C 🟡) USG/China Unipec (Hou) Frontline $FRO (TCE: RV USD 93K @ 82 days / Actual USD 107K @ 75 days)
https://app.tankersinternational.com/fixtures/id/11
------------------------------------------------------------------------------------------
Insane rater på vei !!!
https://twitter.com/christankerfund/status/1721868794564649191
ibyx
07.11.2023 kl 14:16
3458
Den som klarer 238 idag ....
Front Discovery (2019 - Modern Scrubber) On Subs (Estimated Voyage CII: C 🟡) USG/China Unipec (Hou) Frontline $FRO (TCE: RV USD 93K @ 82 days / Actual USD 107K @ 75 days)
Now we are talking! 😅
Front Discovery (2019 - Modern Scrubber) On Subs (Estimated Voyage CII: C 🟡) USG/China Unipec (Hou) Frontline $FRO (TCE: RV USD 93K @ 82 days / Actual USD 107K @ 75 days)
Now we are talking! 😅
ibyx
07.11.2023 kl 14:39
3507
248,71 NOK sluttkurs NYSE igår pga USD til værs idag.
Spennende å se hvordan det skal trylles og trolles på NYSE idag da! 😅
Spennende å se hvordan det skal trylles og trolles på NYSE idag da! 😅
ibyx
07.11.2023 kl 16:18
3461
Ikke FRO, men 13 år gammel og riktig så sprek?
Aragona (2012 - Modern Scrubber) On Subs (Estimated Voyage CII: D 🟠) AG/Taiwan CPC Lykiardopulo (TCE: RV USD 57K @ 45 days / Actual USD 93K @ 31 days)
Aragona (2012 - Modern Scrubber) On Subs (Estimated Voyage CII: D 🟠) AG/Taiwan CPC Lykiardopulo (TCE: RV USD 57K @ 45 days / Actual USD 93K @ 31 days)
102oktan
07.11.2023 kl 17:15
3398
Tanker massacre på Nyse nå. Hmm, hvorfor tok jeg ikke gevinst i går😁 60k arrgh