Ligger en til enormt sterk inntjening i år.


Joakim Hannisdahl
@JHannisdahl
·
13t
Most significant #oil #tanker spot movements today:
#VLCC +78% to $220k/d as charterers panic in AG
#Suezmax +6% to $65k/d
#Aframax +-7% to $63k/d

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Joakim Hannisdahl
@JHannisdahl
·
26. mar.
$ADS Serenade fixed AG/China at undisclosed rate. Looking at #VLCC DHT Lake w similar timing & specs could indicate a TCE of ~$83k/d. Although uncertain, any rate around this level is just fantastic & adds $70k/d above cash break-even, or 5.5% of m.cap on a single voyage! $ADSCME
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Joakim Hannisdahl
@JHannisdahl
·
26. mar.
#VLCC storage economics surging as #oil prices rout & strong contango developing in the futures curve. Contango now implies #VLCC earnings of $117k/d for 6 months & $77k/d for 1y

#oil #tanker #shipping #OOTT $FRO $ADSCME $DHT $EURN $HAFNIA $TNK $OET $HUNT $NAT $STNG $INSW $TNP
Redigert 28.03.2020 kl 08:49 Du må logge inn for å svare
NOELLE
28.03.2020 kl 08:53 593

ADS har lav gjeld, meget lav break-even, svært god inntjening pt, og fremtidsutsiktene er supre., Skipene til ADS driftes i POOL av Frontline, utrolig god utbytte politikk, risikerer å tjene tilnærmet m.cap i år, sterk utbyttepolitikk.