Hunter freya USD 73.26K Løp og kjøp....


Q2 kan fort bli bra.....

Hunter Freya (2020 - Modern Scrubber) On Subs AG/Korea WS 70.00 GS Caltex Oil Corp. Mar 30-Apr 1 Tankers UK [Newbuilding / No Sire] Demurrage USD 65K (TCE: RV USD 73.26K @ 44.07 days / Actual USD 69.72K/day) 2.77 idle days
Redigert 10.03.2020 kl 15:27 Du må logge inn for å svare
bravo
10.03.2020 kl 15:32 4544

Sjekk ut denne;

Landbridge Glory (2019 - Modern Scrubber) On Subs AG/Korea WS 75.00 GS Caltex Oil Corp. Mar 30-Apr 1 Trafigura Demurrage USD 65K (TCE: RV USD 78.08K @ 42.64 days / Actual USD 101.74K @ 34.25 days) 0.24 idle days.

På tide å dra frem kalkulatoren og leke med litt tal for Q-2.....😀

Absurd bra rater, wtf.
Frekstad
10.03.2020 kl 15:39 4462

Kjempebra. Og dette er skipet til Hunter med lavest rate nå.
Risky
10.03.2020 kl 15:39 4453

Når skal resten av Hunterflåten sluttes igjen?
bravo
10.03.2020 kl 16:09 4324

Enda en....

Hongkong Spirit (2013 - Modern VLSFO) On Subs AG/USGviaCOGH WS 52.50 Bahri Oil Transportation Mar 27-31 VL8 Pool (TCE: RV USD 49.72K @ 79.68 days / Actual USD 80.7K @ 59.71 days) 0 idle days

Hvor finner du disse bravo?
tordis
10.03.2020 kl 16:22 4241

VLCC rates could soar to USD 150,000 per day in April

In the wake of the oil plunge, Clarksons now projects that there could be a need for another 60 supertankers in April, which would make rates increase significantly.....
bravo
10.03.2020 kl 16:25 4219

Du kan laste ned appen: VLLC fixtures, eller sjekk "Tankers international" på Twitter eller nett.
Redigert 10.03.2020 kl 16:25 Du må logge inn for å svare
bravo
10.03.2020 kl 16:28 4193

Her snakker vi 90 dager fra 4.April....

Astro Chloe (2009 - Modern Scrubber) On Subs WAfr/USWC WS 75.00 Phillips 66 Apr 4-5 Trafigura (TCE: RV USD 68.45K @ 82.94 days / Actual USD 62.37K @ 90.9 days) 8.94 idle days
bravo
10.03.2020 kl 16:46 4095

Snuser på 150k USD ....

Agios Fanourios I (2016 - Modern VLSFO) On Subs AG/Rsea WS 98.50 Bahri Oil Transportation Mar 20-25 EastMed Demurrage USD 85K (TCE: RV USD 107.64K @ 24.59 days / Actual USD 149.07K @ 18.47 days) 1.82 idle days

Her gjelder det å få fiksa noen turer i en jævlig fart, før Russland får snakket med oljeprodusentene sine og kommer til forhandlingsbordet.
tordis
10.03.2020 kl 17:23 3935

Fra Hunter sin presentasjon:

God must be a shipowner...
Reserven
10.03.2020 kl 18:20 3798

Omtrent alle shipping rater er betydelig opp ifra i går til i dag. VLCC ratene har mer enn doblet seg:
09.03:  http://energy.poten.com/poten-daily-briefing-webpage-03/09/2020
10.03:  http://energy.poten.com/poten-daily-briefing-webpage-03/10/2020
Redigert 10.03.2020 kl 18:21 Du må logge inn for å svare
canarias
10.03.2020 kl 20:14 3384

Vi hadde en meget bra dag i dag også

Vi er fort på 100k+ i morgen for en ny scrubber. FRO opp 15% siden close i Oslo.

Hvor mye av porteføljen bør en ha i stortank nå?
tordis
10.03.2020 kl 21:36 3098

SAUDI Arabia has followed through with its promise to flood the market with crude, chartering 10 very large crude carriers on Tuesday to load more than 20m barrels of crude in late March, pushing rates to the stratosphere in the process.

The kingdom’s national shipping arm Bahri provisionally booked at least 10 VLCCs, paying freight costs that were as much as 10 times more than average earnings on Monday, according to fixtures posted by Tankers International.

The rush and scale of the charters are reminiscent of panicked fixing seen early October after US sanctions on China’s Cosco saw deals agreed, but not concluded, as high as $300,000 per day.

Bahri paid Worldscale 98 to charter the 2016-built Agios Fanourios for a voyage from the Middle East Gulf to the Red Sea. That equated to time charter equivalent earnings of $132,680 per day, Tankers International calculated. Bahri also paid a staggering $197,500 daily for the 2012-built Boston. Like the Agios Fanourios, it is making a voyage from the Middle East Gulf to the Red Sea. Average daily VLCC earnings doubled in a day, according to the Baltic Exchange, reaching just over $60,000.

The rapid-fire tanker charters reflect the escalating scale and pace of the evolving oil war with Russia as the world’s second-largest exporter aims to retain market share as the price falls. Saudi Arabia said on Tuesday that it would ramp up production by 2.5m barrels per day from current levels in what analysts called an unprecedented “shock and awe” strategy.

Bahri has also chartered the 2017-built Agios Sostis, the 2013-built Dalian and the 2009-built Front Kathrine, all loading between March 20-25, Tankers International said on Tuesday. The 2016-built Agio Fanourios, as well as the 2013-built Hong Kong Spirit and DHT Panther were also chartered. Three of the vessels are chartered for discharge in the US Gulf, another two for discharge in the Red Sea and another for South Korea. Rates paid equated to daily earnings of between $132,000 and $134,000 daily.

The 10 fixtures were among the 18 VLCC provisional charters listed on Tuesday by Tankers International as oil companies scrambled for tonnage. All were on subjects, with the market waiting to see whether any are lifted before assessing further charters.

The rapid boost pushed the overall VLCC market higher, after yesterday’s gains of some 6% on a Worldscale basis, as well as suezmax and aframax tankers.

These gains were made on expectations that cheap crude and floating storage would offset contracting global oil demand, boosting tanker employment.

Brent crude tumbled by as much as 35% in trading after the Organisation of the Petroleum Exporting Countries oil cartel’s three-year alliance with Russia ended on Friday. On late Tuesday Brent was recovering some lost ground to trade at $36.78 per barrel, after sliding to a four-year low of $31 early on Monday.

The price slide followed Russia’s resistance to further co-ordinated production cuts to arrest free-falling prices amid a coronavirus-led collapse in demand for air and land transportation fuels. Instead, Russia and Saudi Arabia are now locked in a race to the bottom to maintain market share, boosting output precisely as crude demand shrinks for the first time in a decade.
Reserven
10.03.2020 kl 22:10 2925

Saudi Arabia Prepares $12-$20 Oil Price Scenario
http://www.energyintel.com/pages/eig_article.aspx?DocId=1065980&NLID=31   (Klikk på linken for å lese hele artikkelen)

«Saudi Arabia is preparing budget scenarios that envisage benchmark Brent crude prices dropping into a $12-$20 per barrel range after launching an oil price war over the weekend that triggered a 24% slump in crude prices on Monday, sources familiar with the matter told Energy Intelligence.

Sources close to the Saudi ministries of economy and finance said reports are now being prepared for the kingdom's leadership that include an extreme scenario in which crude prices fall into a range of $12-$20/bbl.

Another scenario being prepared envisages prices falling below $10/bbl, but this is seen as a very extreme case, the sources said.

Saudi Arabia is the world's lowest-cost oil producer by far and technically it could continue to produce even if prices sank into single-digit territory. However, the country requires crude prices of at least $80 to balance its budget, according to the International Monetary Fund.»


Redigert 10.03.2020 kl 22:14 Du må logge inn for å svare
Reserven
10.03.2020 kl 22:16 2856

Russia Can Live With $25 Oil For Years
https://oilprice.com/Latest-Energy-News/World-News/Russia-Can-Live-With-25-Oil-For-Years.html   (Klikk på linken for å lese hele artikkelen)

«After oil prices collapsed in the worst drop in nearly three decades—courtesy of the renewed Saudi-Russia rivalry on the oil market – Russia’s Finance Ministry said on Monday that Moscow had enough resources to cover budget shortfalls amid oil prices at $25-30 a barrel for six to ten years. »
Redigert 10.03.2020 kl 22:17 Du må logge inn for å svare
Sjøbris
10.03.2020 kl 22:21 2801

Noen som har tanker rundt hvor lenge dette kan pågå.. olje krig.

Var en grei dag for å eie litt Hunt aksjer i dag! Det jeg derimot lurer på om man skal vente på en ny nedgang i aksjekursen før man kjøper mer? 3 kroner for en aksje viste seg å være billig. Ser dere fremdeles på den som billig om den går opp til 4? :)

Opprettet en egen tråd for dette, men den dukket visst ikke opp i HUNT-ticker oversikten..
Reserven
11.03.2020 kl 00:33 2386

Du glemte ticker HUNT på tråden din. Derfor vises den IKKE i HUNT-ticker oversikten:
https://finansavisen.no/forum/user/194656/view

Jeg skriver gjerne om aksjer, både aksjer jeg IKKE eier, og aksjer jeg eier, fortrinnsvis ren informasjon og fakta. Jeg gir ALDRI råd til kjøp/salg.
Redigert 11.03.2020 kl 00:33 Du må logge inn for å svare

Ah, ja, fant det ut. Misforstod opplegget med de der Ticker-greiene.

Skjønner det, og det går helt fint. Personlig tar jeg alle råd og alle innlegg med en stor klype salt. Men har ikke kompetanse nok til å vite når en aksje blir dyr for eksempel. Var derfor jeg spurte. Men ingen trenger å svare om de ikke vil :)
Reserven
11.03.2020 kl 00:47 2352

Du kan se litt på historisk pris.
Men mening er at mye skal gå veldig galt for at HUNT i 2021 ikke klarer å betale minst 1 krone i utbytte. På kurs 4 kroner er det 25 % årlig direkteavkastning. Så får du selv vurdere om 4 kroner da er dyrt/billig.

Men før den tid kan kursen ha svingt mye over/under 4 kroner. Selv er jeg pt veldig langsiktig i HUNT. Hverken solgt eller kjøpt i 2020.
Redigert 11.03.2020 kl 00:49 Du må logge inn for å svare

Skjønner! Tusen takk.
Jeg fikk først kjøpt nå i 2020, og tenker også å være langsiktig. Utbyttet, sammen med potensialet i dette selskapet er svært spennende.
ruda
11.03.2020 kl 16:22 1598

Tjener FRO penger, gjør også HUNT det samme selv i mindre målestokk. Dette går rette veien
bravo
12.03.2020 kl 16:59 1231

En av flere sinnsyke rater som nå er Fully Fixed!

Hunter Freya (2020 - Modern Scrubber) Fully Fixed AG/Korea WS 70.00 GS Caltex Oil Corp. Mar 30-Apr 1 Tankers UK [Newbuilding / No Sire] Demurrage USD 65K (TCE: RV USD 73.26K @ 44.07 days / Actual USD 69.72K/day) 2.77 idle days
onuk
12.03.2020 kl 19:47 1058

Har Hunter utbetalt noe utbytte for Q4/2019? Jeg finner ikke noe info om det i rapporten.

Ikke utbytte q4. Ikke forventet heller.
onuk
12.03.2020 kl 20:09 966

OK, takk. Hvorfor egentlig ikke med 16 mill dollar i overskudd?

Les 2019-Q4, og du ser at de trenger ca 4/5 av cash per 31.12.2019 til betaling av de 4 siste skipene.