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/biz/ - Business & Finance

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19150055 No.19150055 [Reply] [Original]

FRO earnings moved up to 20th May
https://www.frontline.bm/fro-invitation-to-q1-2020-results-conference-call-and-webcast/

>Highlighted links
https://pastebin.com/yQQiZcTL
https://seekingalpha.com/article/4343722-talking-tanker-trade-podcast
https://seekingalpha.com/article/4347044-opportunities-in-tankers-interview-praetorian-capital

> Tanker education
https://www.investopedia.com/articles/investing/012316/crude-tankers-business-transporting-oil.asp
https://lawexplores.com/the-tanker-market-current-structure-and-economic-analysis/
https://www.mckinseyenergyinsights.com/resources/refinery-reference-desk/tanker/
https://www.euro-maritime.com/index.php/navigator?id=3080

>Maritime news
https://lloydslist.maritimeintelligence.informa.com/
https://www.marinevesseltraffic.com/2013/02/tanker-track.html
https://www.freightwaves.com/american-shipper
https://shipbrief.com/
http://www.crweber.com/ (no https)
https://pastebin.com/HpGZm3dG

>Companies
https://pastebin.com/TnN1aeQz

>Oil news
https://www.eia.gov/outlooks/steo/report/global_oil.php (look at that V, lol)
https://oilprice.com/Energy/Oil-Prices/
https://www.spglobal.com/platts/en/commodities/oil
https://www.rystadenergy.com/newsevents/
https://nhentai.net/tag/oil/

>Oil futures
https://www.investing.com/commodities/

>Past earnings reports (alphabetical)
ASC: EST EPS $0.14, actual $0.20.
DHT: EST EPS $0.54, actual is $0.44 (divvy of $0.35).
EURN: EST EPS $0.86, actual $1.05 (divvy of $1.10).
INSW: EST EPS $1.45, actual $1.49.
NNA: EST EPS $0.00, actual $0.94.
OSG: EST EPS N/A (Q4, 2019 was $0.12)., actual $0.28.
STNG: EST EPS $0.49, actual $0.82.

> Earnings report(s) expected today
None. If I’m wrong, enlighten me.

> Upcoming earnings reports calendar
NAT on 5/18, not specified
SFL on 5/19, pre-market
FRO on 5/20, pre-market
TNK on 5/21, pre-market
TNP on 6/4, pre-market

>Another important date
May 19th, 2020 (you know why)
Keep an eye on the 14th, 15th, and 18th of May too.

>> No.19150185

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

>> No.19150218

Somebody has to break through this ceiling. I don't even care if it's "my guy" just somebody.

>> No.19150287

But I'd be fine with it being my guy.

https://www.thecerbatgem.com/2020/05/17/dht-holdings-inc-nysedht-increases-dividend-to-0-35-per-share.html

>DHT Holdings Inc (NYSE:DHT) announced a quarterly dividend on Tuesday, May 5th, Zacks reports. Investors of record on Tuesday, May 19th will be paid a dividend of 0.35 per share by the shipping company on Tuesday, May 26th. This represents a $1.40 annualized dividend and a dividend yield of 22.15%. The ex-dividend date of this dividend is Monday, May 18th. This is a boost from DHT’s previous quarterly dividend of $0.32.

>> No.19150300

I'm going to lose my ass on tankers, aren't I?

>> No.19150403

>>19150300
https://www.youtube.com/watch?v=2I82iGHr3Xg
>tl;dr: hold for the 2020-22 tanker supercycle

>> No.19151396

>>19150218
I guess we'll find out when futures open today

>> No.19151421

So someone please give me a rundown on what this tanker scrapping is going to do for us.

>> No.19151563

>>19151421
It will constrain supply of tankers available for shipping or storing oil.

>> No.19151736

>>19150300
Yes. Since I'm here and you tankies do good research. Which company will go bankrupt if I'm shorting tankers? Looking for high debt, old ships. Nat?

>> No.19151811

>>19151736
Only ones going bankrupt in the near future are the ones caught cooking the books like that one in Singapore.

>> No.19151857

>>19151736
>high debt
Unless, they're committing fraud or something, literally no tanker company should have debt issues. They are all paying off their debts right now from the contango giving big fat checks.

>> No.19151883

>>19151857
>>19151811
Stop responding to brandon.

>> No.19152297

>>19151883
Brandon doesn't post on the weekend. Hes got the weekend off. I dont know if that retard is aware all he did was convince many of us we are right.

>> No.19152450

>>19150055
>FRO earnings moved up to 20th May
What did Robert Hvide Macleod mean by this?

>> No.19152480

>>19152450
He may have been one of the actors working to undermine the tanker stock prices for max profit and maybe he was trying to pretend FRO was shitting the bed so he could buy a bunch for cheap before moving the announcement to just after futures expiry.
Or maybe he finally got the numbers he was waiting for and he's ready to blow everyone's mind.

>> No.19152589

I was up 12% since I started two months ago but now I'm back to where I started because of you fags. If I actually get a negative all time you guys can expect a call from my lawyer.

>> No.19152608

>>19152589
GREEN LINE ONLY GO UP

>> No.19152617
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19152617

>>19152450
>Dr. Pavel, I'm FRO

>> No.19153249

>>19152589
just buy more to bring your dollar cost average down


ahahahahhahaahaha

>> No.19153480

>>19150403

superb summary of long tanker. Collect your divvies while doing it too. Tankers are a niiiiceee speculation going into 2021-2022, but the market is too complicated for most investors to understand.

>Tankers are inverse oil
Wrong.

>bulls make money, bears make money, pigs get slaughtered

>> No.19153729
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19153729

ADVISORY!

OIL IS OVER. INDIA EXTENDS LOCKDOWN ANOTHER 2 WEEKS, I REPEAT, INDIA EXTENDS LOCKDOWN ANOTHER 2 WEEKS UNTIL MAY 31!

https://www.financialexpress.com/lifestyle/health/coronavirus-india-live-updates-lockdown-4-rules-relaxations-details-latest-news-covid-19-india-state-wise-numbers-death-toll-updates-delhi-mumbai-maharashtra/1960835/

OIL IS DONE. V-SHAPED RECOVERY WAS ONLY ASSUMED BY GOLDMAN SACHS ANALYSIS IF US DEMAND RETURNS TO NORMAL, CHINA DIDN'T LIE ABOUT NUMBERS, AND INDIA REOPENS. IT'S OVER!

>> No.19153767

>>19153480
>>Tankers are inverse oil
>Wrong.
For the past few days STNG has moved like inverse crude.

>> No.19153791

>>19153729
well, gonna short WTI OIL spot asap on monday morning anyway...one more reason to do it

>> No.19153859
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19153859

>>19153767

STNG is clean oil.

Tankers in the very short term can be seen as inverse oil though, can't deny that. But their whole business relies on oil exports so it makes no sense the amount of people who think tankers are overall inverse oil.

>> No.19153924
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19153924

>>19150055
Comfy divvies and good returns will come to you, but only if you reply "HOLD ON SEA CAT" in this thread

>> No.19154274

>>19150300
if you hold for 5 years you might break even, meanwhile you could have sold and made a lot more money in other sectors in the time it took for you to break even

>> No.19154420

>>19150300
Unlikely. Which tankers did you invest in?

>> No.19154427
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19154427

>>19153924
HOLD ON SEA CAT

>> No.19154579

>>19150403
good talk, touched on points I hadn't thought about. would like for him to elaborate on the source for his charts

>> No.19155049

>>19154274
Brandon, you can't just move the goalposts and now say that we'll at least break even. It makes you look silly.

>> No.19155113

>>19155049
a supercycle in the years to come is a lot more plausible than another contango rescuing positions next week