DHT earnings og conference call

*TANKER STOCKS EURONAV, DHT, TEEKAY DROP ON COSCO WAIVER

https://www.treasury.gov/resource-center/sanctions/Programs/Documents/iran_glk.pdf

Au, den var lei, men god kjøpsmulighet for oss som ikke hoppet på når den stakk.

Godt å se det normaliserer seg....

DHT stiger i dag pga. forventninger om økt inntjening
https://finance.yahoo.com/news/dht-holdings-dht-gain-rising-142002443.html

FRO har reagert noe, men foreløpig er det DHT som drar mest med ca. +4% og outperformer FRO som fortsatt er i minus.

Kan være grønn før de stenger der
Her er det bare å være litt tålmodig
Utbytte neste år mellom 24 og 30 kr pr aksje med dagens rater
Aksjen vil etter alle solemerker stige betraktelig uansett hva som skjer med dette selskapet som er blokkert
At dette går opp og ned kommer mest av gale Trump sine twitter meldinger , blir han avsatt så får vi en ny situasjon. Men ikke sikkert det blir negativt for oss FRO aksjonærer
Jeg vurderer å doble her for å få enda mer utbytte

Var ment som ett hint for trading av FRO i USA.
FRO +0,5% nå. DHT løftet seg tross alt 6% fra -1,6%.

Funderer litt på hva som vil skje fromover med forholdet mellom Iran og Saudi Arabia.
SA vil helst ikke ha Iran på døren en gang til og de har planer om å børsnotere Saudi Aramco.
En smell til som tar ut oljeproduksjon kan få potensielle investorer til å bakke ut pga. risiko.

Trolig er de stagget av Trump administrasjonen.

https://splash247.com/scrubber-retrofit-delays-see-huge-swathe-of-the-merchant-fleet-out-of-service/

Scrubber retrofit delays see huge swathe of the merchant fleet out of service

October 28th, 2019 Sam Chambers Sam Chambers Environment, Operations, Tankers 0 comments

Delays are mounting for scrubber retrofits. Broking house Braemar ACM is reporting less than half of the planned scrubber retrofits on large tankers have been completed so far. At the current run-rate scrubber retrofits are likely to carry on well into the second half of next year.

Braemar ACM data suggests 32% of the VLCCs, 23% of the suezmaxes and 15% of the aframax /LR2 fleet are likely to be scrubber fitted by the end of 2020.

“Retrofitting so far has been plagued by delays,” Braemar ACM stated in a tanker report. More than 90% of ships have taken longer than four weeks to retrofit a scrubber. This duration includes the time spent waiting, at repair and lay berths as well as in the dry-dock.

These delays were also discussed during an earnings call on Friday with top management at Wartsila, a Finnish scrubber manufacturer.

Earlier in the year, most owners anticipated four weeks as an outside estimate to retrofit a scrubber. Pre-entry congestion and in-yard delays have made it a far more time-consuming effort, Braemar ACM stated.

Commenting on the delays from a legal perspective, Conor Warde, a partner at Mayer Brown, told Splash: “Delays in scrubber retrofits are of course a concern for everyone involved with the vessel. In terms of remedies or recourse for scrubber retrofit delays, this would depend on the terms of the relevant contracts for the most part. From a time charterer’s perspective, this period of delay would likely continue to fall under the off-hire period which would have begun when the vessel went into the yard for the scrubber installation. However, the owner and shipyard would likely agree on liquidated damages provisions to compensate the owner for shipyard or supplier-related delays. These liquidated damages provisions should be included in the installation contract between the yard and the shipowner and would serve as the primary means of recourse for the shipowner.”