"There go the NAVs." ?
https://x.com/InvestInOnG/status/1904242784359301414
LR1 “Chemtrans Polaris” (b. 2005, 72,291 dwt at Hudong Zhonghua, China) sold for $11.5m to ‘undisclosed’ buyers.
For comparison, a Korean LR1 b. 2004, 70k dwt was sold for $19m in September.
https://x.com/ed_fin/status/1904241381989560751

Spurte roboten: (ta forbehold!)
What is NAV consensus for Hafnia?
The Net Asset Value (NAV) consensus for Hafnia is approximately USD 7.63 per share or NOK 86.34, as reported at the end of Q4 2024. This value reflects a total NAV of USD 3.8 billion, primarily influenced by a decline in vessel values.
Analysts have noted that Hafnia's price-to-NAV (P/NAV) ratio is around 0.9, indicating that the stock trades at a discount relative to its NAV, which aligns with recent share buybacks executed at approximately 70% of NAV

Jeg lot meg dermed friste til et et oppfølgingsspørsmål.... (og fikk litt mer enn jeg ba om. for her skisseres vel nærmest en avrunding av "supersyklusen" over en litt lengre periode?)
How is the outlook for Hafnia the next 6 months?
The outlook for Hafnia over the next 6 months appears mixed, with some challenges but also potential for resilience:
Market Softening: The product tanker market softened in Q4 2024, impacted by crude sector cannibalization and shorter voyages. This trend may continue into early 2025.
Earnings Forecast: Analysts expect Hafnia's earnings to decline in the near term. The consensus forecast shows a 26.9% annual decline in earnings over the next three years.
Revenue Decline: Revenue is projected to decrease significantly, with a forecast 60% annual decline over the next three years.
Q1 2025 Coverage: Hafnia has secured 67% of Q1 2025 earning days at $23,989 per day, providing some near-term visibility and stability.
Supply Side: The product tanker orderbook-to-fleet ratio is approximately 22% as of February 2025, which could impact market dynamics.
Dividend Distribution: Hafnia will distribute $14.6 million in dividends, showing some financial stability.

Share Buybacks: The company recently completed share buybacks, indicating confidence in its value.
While the immediate outlook suggests some challenges, Hafnia's management has demonstrated resilience in navigating market shifts. The company's diversified business model and financial flexibility may help it weather near-term headwinds.

Forbehold om feil selvsagt. Og dette er KI-svar for det de er verdt hentet fra ulike kilder og klippet i hop. Men kanskje er det noen "tips" eller "hint" her?


PS. I lys av gårsdagens post om diskrepans vs BCTI er det kanskje riktig å konkludere med at det er NAV-nedgraderinger som står for mye av kursfallet?