@OriginalBraila O B

O B posts on X about $oet, $vzla, $eco, silver the most. They currently have [-----------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

Engagements: [---------] #

Mentions: [--] #

Followers: [-----------] #

CreatorRank: [-------] #

Social Influence

Social category influence finance countries cryptocurrencies currencies stocks technology brands social networks travel destinations luxury brands exchanges

Social topic influence $oet, $vzla #5, $eco, silver #2721, $ggd #1, $knt, stocks, in the, gold, $mkov #2

Top accounts mentioned or mentioned by @shippingvie @davidnordstrm7 @babyanteaterinc @jddonovan @andrnordstrom @vmaxpax @originalbraila @mrpurrkins @calvinfroedge @dirkdeweghe1 @joeriwestland @momtchil74 @realstevenfat1 @michael61521180 @aristidis @vizslasilver @alpacacapital @christankerfund @mintzmyer @mmsdt

Top assets mentioned Okeanis Eco Tankers Corp. (ECO) Frontline Ltd. (FRO) International Seaways, Inc. Common Stock (INSW) TORM plc Class A Common Stock (TRMD) Scorpio Tankers Inc. (STNG) Danaos Corporation (DAC) dHedge DAO (DHT) Validity (VAL) VeChain (VET) Star Bulk Carriers Corp. (SBLK) Pentagon Games (PEN) ZIM Integrated Shipping Services Ltd. (ZIM) Tokenomy (TEN)

Top Social Posts

Top posts by engagements in the last [--] hours

"There are currently several attractive subsectors in shipping. LNG transports is the most obvious ones one reason is the extra [--] months it takes for shippers and yards to fix vessel deficit. Expect more of this below also in my favorite GLNG Golar as the bull market continues Gaslog Considers Buybacks Extra Dividends as LNG Shipping Rates Soar https://t.co/wj9CdVhjx7 Gaslog Considers Buybacks Extra Dividends as LNG Shipping Rates Soar https://t.co/wj9CdVhjx7"
X Link 2018-11-02T10:01Z 12.7K followers, [--] engagements

"If I should TRY to follow up that last very successful call on Avance Gas [-----] NOK it would be with GLNG Golar LNG. This is the stock where I have really increased my weighting alot recently. Price now [-----] usd cheap for a solid growth company in natural gas infrastructure"
X Link 2019-08-28T02:16Z 12.7K followers, [--] engagements

"Dry bulk companies: If your fleet is not 100% cape or larger you will only have partial exposure to iron ore. If your fleet is on spot but not indexed based spot contracts you will first have to finish current sailings before enjoying good rates. [----] Bulkers already have 25%"
X Link 2020-06-19T03:46Z 12.8K followers, [--] engagements

"running as we speak on these high iron ore shipment based spot rates. Probably the highest of any dry bulk company right now. Remaining 75% average is not that far off current spot rates. $GOGL $SBLK $GNK $DSX $2020 $SALT $EGLE $GBLK"
X Link 2020-06-19T03:46Z 12.8K followers, [--] engagements

"@BleekerJj $DSSI & $TNK is still main stuff for them. In LPG they seem to love $Dorian over the Norwegian names simply because they are US listed. Also prioritizes covering really bad US listed companies over companies like $HUNT. Been pushing them for like [--] months for the raw data"
X Link 2020-09-04T06:50Z 12.8K followers, [--] engagements

"$OET cheapest and most profitable. Followed by $HUNT that is also attractive to me as it is imo very likely to be bought out at a substantial premium to current shareprice. Source: Again the superior broker Pareto"
X Link 2020-09-20T12:35Z 11.8K followers, [--] engagements

"Anyone with experience on the best way to lock in an exchange rate for example the pound in case of spike down due to Brexit jitters & control say 1m pounds (needed a few years out) What specific liquid instruments to use Forward contracts What to consider Tweet or message"
X Link 2020-10-21T02:12Z 11.8K followers, [--] engagements

"One view I would like to express as container rates are so high. is that I think if one look at an analysts NAV and it still includes extravalue due to good charters on top of the value of the ships. That would be a questionable NAV to me. $DAC & $GSL"
X Link 2020-11-06T17:42Z 11.9K followers, [--] engagements

"$DSSI should with current MR and Suezmax rates. in seasonal strength. trade at about P/E [--] neg. Run rate of the EPS loss before book losses (those will come on top and are large per ship) on sale of ship should be about the same $ number as the share price"
X Link 2021-01-04T07:11Z 12.8K followers, [--] engagements

"I can't stress enough that when looking at this there are TWO takeaways: [--]. Most important the increased VLSFO price benefit ECO ships that burn less. [--]. Also nice is the increasing spread $OET & #2020bulkers clear winners on these ongoing trends. $DSSI & $GNK mostly loosers"
X Link 2021-01-12T03:05Z 12.8K followers, [--] engagements

"Cleaves look at the Dry Bulk space: Here you can see what I talked about how expensive $GOGL & $SBLK are. Buying cheap on NAV means you get extra free leverage all else equal. GOGL and SBLK compensate with extra financial leverage but that comes with risk and cost"
X Link 2021-01-15T04:03Z 11.8K followers, [--] engagements

"Nice $ITECH Stockholm listed shipping and carbon related stock of mine. https://news.cision.com/i-tech/r/chugoku-marine-paints-expands-their-portfolio-of-selektope-containing-antifouling-coatings-in-japanc3306685 https://news.cision.com/i-tech/r/chugoku-marine-paints-expands-their-portfolio-of-selektope-containing-antifouling-coatings-in-japanc3306685"
X Link 2021-03-16T10:35Z 13K followers, [--] engagements

"$ITECH main market is newbuilds. Yards selling out for years to the container subsector should jumpstart sales again post covid. https://i-tech.se/ https://i-tech.se/"
X Link 2021-03-31T10:34Z 13K followers, [--] engagements

"I think it is probably a relief for many shareholders getting rid of $DSSI. It has been kind of a trauma at VIE with many investors buying at 12-14$ that I know of (argued with about it and probably sold to) and having such a huge opportunity cost loss for years"
X Link 2021-04-01T00:33Z 12.8K followers, [--] engagements

"" $DSSI CEO Craig Stevenson will join an expanded INSW Board. The new Board will consist of [--] members including [--] representing INSW and [--] representing DSSI" Most investors and analysts probably feel he did a bad job. Why is he now part of what seems like a record large board"
X Link 2021-04-01T04:25Z 12.8K followers, [--] engagements

"from the low in [--] months. In hindsight I obviously should have. Right now it is probably overbought so if anything I plan to trade rather than add. Longer term it is a favorite copper play. And yes I too wish I would have picked it up at 35c in March [----] or so"
X Link 2021-04-06T08:57Z 12.8K followers, [--] engagements

"A great thing with #2020Bulkers is that they are not obsessive with amortizations. They do it right and then dividend out the rest. That means that when the bull market now has arrived they still have great financial leverage. $OET same policy"
X Link 2021-04-23T12:44Z 11.8K followers, [--] engagements

"@Alpaca_Capital @calvinfroedge @AllVentured Yea I have seen lots of people doing part of that trade. Some invested way too early (check SA) doubled down some were uncomfortable with the risk and sold too early like me some like new authors were late but are still long"
X Link 2021-05-03T02:14Z 12.8K followers, [--] engagements

"Yesterday was a great day in copper for me due to weakness late in the day I am still building my copper stock portfolio and I need weakness to be able to buy in size Quick basic research of companies see if I can get shares start buying research more https://youtu.be/XpAyq1ItNZw https://youtu.be/XpAyq1ItNZw"
X Link 2021-05-11T04:09Z 12.7K followers, [--] engagements

"Only part of [--] of the [--] vessels sold were paid out and $OET does not hold back more than temporarily so the other part + last ship will come later as div or possibly buyback With [--] Suezmaxes delivered in the autumn the fleet stays about the same size as the last short upturn 2020"
X Link 2021-06-28T06:36Z 11.8K followers, [--] engagements

"A KEY thing with OET doing this return of capital with all kinds of profits is that they keep a good financial leverage. When the upturn comes investors will scan the sector for as much leverage as possible. Before the turn $OET is of course protected by its charters+options out"
X Link 2021-06-28T06:36Z 11.8K followers, [--] engagements

"$DSSI Stevenson is to continue for six months as a special advisor to International Seaways chief executive Lois Zabrocky to ensure a smooth transition.(TW) Anyone that can think of a logical reason for needing that Anyone with an idea what the former DSSI CEO charges INSW"
X Link 2021-07-03T14:20Z 12.8K followers, [--] engagements

"Are there any views out there on favorite Nordic listed small & medium sized Oil Producers worth looking at during the weekend"
X Link 2021-10-09T12:38Z 12.8K followers, [--] engagements

"@whirlybard Well that was before today and updated holdings in order Sblk OET IPCC Egle Cheers from Budapest"
X Link 2021-10-27T22:41Z 11.9K followers, [--] engagements

"$NMM Navios keeps illustrating the opposite way vs $OET to run a company. The many shares they issued while trading at a huge discount to NAV are as I pointed out being used for ordering new container ships likely to arrive post the current bull market"
X Link 2021-11-30T09:57Z 11.9K followers, [--] engagements

"So curious if someone can come up with other such companies/ideas that I can broaden my such emerging part of the portfolio with"
X Link 2022-02-08T12:11Z 13.1K followers, [--] engagements

"$VAL is a key portfolio holding for me going forward: The upturn in the sector is logical ongoing likely to gradually take us to superprofits coming years Excellent balance sheet+contracts=lower risk than investors currently think https://player.vimeo.com/video/609954624h=5f62fbcf68&badge=0&autopause=0&player_id=0&app_id=58479 https://finansavisen.no/nyheter/oljeservice/2022/02/15/7819371/tror-riggeierne-far-bedre-betalt https://player.vimeo.com/video/609954624h=5f62fbcf68&badge=0&autopause=0&player_id=0&app_id=58479"
X Link 2022-02-16T07:55Z 11.9K followers, [--] engagements

"Market comment from a small Norwegian company that is highly relevant for $VAL and other owners of modern drillships"
X Link 2022-02-21T21:58Z 11.9K followers, [--] engagements

"I can only repeat that it seems logical to me that the world will start looking for more offshore oil. Some very interesting utilization numbers from Fearnleys. $VAL"
X Link 2022-02-27T17:48Z 11.8K followers, [--] engagements

"Been busy buying back a lot of $GNK today. even bought $EGLE but those are now gone. Anyone enjoying $VAL I think that one will be a killer whale (VAL in Swedish is whale)"
X Link 2022-03-04T17:56Z 12.8K followers, [--] engagements

"Logical that Saudi's now move to increase capacity. As discussed previously today Saudi's primarily use jackups and has ONE Preferred supplier. $VAL Big upstream spending plans Big upstream spending plans"
X Link 2022-03-20T17:48Z 11.8K followers, [--] engagements

"But what about re activation capex Well: $RIG has [---] musd such included in the NAV $VAL has its NAV discounted by [---] musd"
X Link 2022-03-22T08:44Z 11.8K followers, [--] engagements

"Practical $PEN thread yesterday easier to read https://threadreaderapp.com/thread/1507658732125175808.html https://threadreaderapp.com/thread/1507658732125175808.html"
X Link 2022-03-27T03:41Z 12.8K followers, [--] engagements

"Norwegian brokers up targets for $OET and $PEN"
X Link 2022-04-22T07:36Z 12.5K followers, [--] engagements

"$OET can be bought at [---] now less than 10% from 52w High. With its pure eco/scrubber fleet with several suezmaxes we believe Okeanis (BUY TP NOK 140) will raise eyebrows already with its Q3 guidance. Longer term their high leverage should raise NAV towards NOK [---]. (Pareto)"
X Link 2022-07-07T07:24Z 11.9K followers, [--] engagements

"@Darcys_law @Wattwurm73 @jajaffds You will have a very material addition from Croatia coming online [----]. After the coming riots in France and people freezing to death in the southeast EU this winter I also hope the drill permits will come more easy in the spring"
X Link 2022-08-14T10:56Z 14.2K followers, [--] engagements

"@187Flosse @tandsaet Me personally I also prefer Suezmaxes over VLCC as things look now so that is an advantage for OET and new FRO over DHT imo. But that can change"
X Link 2022-09-20T13:00Z 13.1K followers, [--] engagements

"The main public tanker company (as I see the trade) doing the legal Russia trade is $STNG Scorpio Tankers. As wanted by western governments since the products are needed"
X Link 2022-09-21T05:29Z 12.2K followers, [--] engagements

"Norwegian Krona is again falling closer to the Swedish Krona. [-----] SEK to buy a NOK. [-----] NOK for a USD. Weakness of NOK mean a lot of Norway listed shipping are on sale"
X Link 2022-09-30T16:02Z 11.9K followers, [--] engagements

"$OET NOK measured NAV really taking off last week due to: [--]. Rising asset values [--]. The financial leverage multiplying [--]. Falling NOK vs USD What the exact VV based NAV is If you have VIE go and see how shockingly cheap vs say $INSW they are which is unusual. Cheap NAV=Free lev"
X Link 2022-10-02T18:06Z 11.8K followers, [--] engagements

"Quality young ECO high financial leverage full pay out div companies like $OET and #2020B NEED some stability in the form of charters to pay interest rates if rates surprise down. Logic says that if you can get a very HIGH charter you dont need as many ships on protect charter"
X Link 2022-10-14T11:14Z 11.8K followers, [--] engagements

"ECO product tankers at a big discount to peers. Best financial leverage in a market we already know has taken off. Combine the discount + the larger financial leverage and you get = the super leverage we want when we see a market that has entered a bull market"
X Link 2022-12-10T11:19Z 11.8K followers, [--] engagements

"@jddonovan_ @christankerfund That is simply silly. Removing you from following me"
X Link 2022-12-14T12:28Z 12.8K followers, [--] engagements

"The key way for a company to keep some financial leverage and to remain attractive in a long bull market is to return capital to shareholders Best Dirty Tanker companies from financial leverage in a bull are: $TNP $OET Clean: $DIS.mi "Great balance sheet" = high leverage in BULL"
X Link 2023-01-18T06:52Z 11.8K followers, [----] engagements

"Leverage works both ways and as [----] Bulkers (probably due to trust in the quality mgt) has held up quite well it now trades at a Large Premium to NAV. Not saying it is not somewhat deserved but I am saying when dry bulk shows signs of turning the valuation is a turn off"
X Link 2023-01-23T05:50Z 12.8K followers, 11.2K engagements

"Top [--] holdings. [--]. $OET [--]. $STNG [--]. $PEN [--]. $DIS.MI [--]. $TEN (Tsakos) Nr [--] & [--] are a lot larger than [--] [--] & [--]. 7% below ATH from last year. and to be clear I Think. the setup is very good currently for a big run & harvesting. But. only time will tell"
X Link 2023-01-26T10:49Z 12K followers, 14.1K engagements

"@Thorv1234M Right and that is since Jan [----] when the account was started (so about 39% annualized). Locked from further deposits/withdrawals (a lower annual tax on such an account). However I really only moved into shipping Jan [----]. Pre [----] investing was much more volatile for me"
X Link 2023-02-11T14:54Z 12K followers, [---] engagements

"People rarely listen at those moments but I can still mention when I see those occasions. The Lundin family track record and oil is as good as it gets. Take my word already know it or believe me/or not. Not going to argue about it"
X Link 2023-02-17T09:29Z 11.9K followers, [----] engagements

"Valuation and how to illustrate that. I will simply borrow this from the recent $VET (that I do not own) presentation and it shows you the $IPCO valuation pre the takedown by Stifel Jeffries etc. This coincides with me really wanting to beef up my oil exposure for longer"
X Link 2023-02-17T09:29Z 13.1K followers, [----] engagements

"When you are in an established bull market you want LEVERAGE $OET offers the following vs the Key Bluechip $fro 17% (means The Leverage offered by trading 17% points cheaper on NAV) 6% (meaning by paying out all FCF) retaining the financial leverage rather than de-leveraging)"
X Link 2023-03-02T15:56Z 11.8K followers, [----] engagements

"Numbers that Okeanis is currently 17% cheaper and have 6% more financial leverage in this bull market over Frontline is from Value Investors Edge"
X Link 2023-03-02T16:04Z 12.2K followers, [----] engagements

"@lucienergy I think it is a very good idea to trade it. If one is comfortable with the quality valuation vs known cash flow then the volatility is there to use. Volatility is a good investor/speculators best friend when investing in profitable companies"
X Link 2023-04-20T16:01Z 13.1K followers, [---] engagements

"Chosen production assumptions are influenced by this article and then I basically take the conservative route of wind down assumption rather than reserves being replaced keeping production up. But that is only being conservative not my main case. https://www.energyvoice.com/oilandgas/asia/exploration-production-asia/497647/valeura-hits-inflection-point-in-thailand-as-it-scales-up/ https://www.energyvoice.com/oilandgas/asia/exploration-production-asia/497647/valeura-hits-inflection-point-in-thailand-as-it-scales-up/"
X Link 2023-04-23T13:06Z 11.9K followers, [----] engagements

"So $EGLE management used shareholders money to grab the company for themselves. "In addition the company has adopted a shareholder rights plan (poison pill) to stop anyone acquiring more than 15% ownership. This comes after Danaos Corp. flagged 11.33% ownership yesterday""
X Link 2023-06-23T07:36Z 12.8K followers, [----] engagements

"As $EGLE transforms from a shareholder controlled company to a management controlled company through poison pills that should medium term be a negative for $DAC that chose to invest in $EGLE but is now blocked from buying more shares and through owning shares getting influence"
X Link 2023-06-23T09:53Z 13.8K followers, [----] engagements

"Interesting to read other peoples opinions. One reason that I actually could agree with is that the $EGLE mgt is to prefer (for EGLE shareholders) over the $DAC mgt and EGLE mgt might have acted to prevent DAC buying the Oaktree shares"
X Link 2023-06-23T12:41Z 13.1K followers, [----] engagements

"Not only is $EGLE now a proven shit company for anyone but the mgt. It is also not cheap vs non shit mgts. $GNK is much cheaper and much higher quality $SBLK has a similar valuation. Don't reward shitco's or analysts supporting their behavior is my strong opinion"
X Link 2023-06-28T18:34Z 13.8K followers, [----] engagements

"The $EGLE mgt response changes nothing They didn't offer all shareholders a chance to sell much above marktet price They clearly did this to protect mgt and not the silly statement about protecting shareholders (from other shareholders buying in the market typically incr price)"
X Link 2023-06-30T22:10Z 13.1K followers, [----] engagements

"@AnttiKarlsson I am very critical :-) and you have seen me previously tweet that it was a large holding of mine while I scolded them. Price + the pressure on the management from other large shareholders (to return capital to shareholders) compensates. Mgt won the last vote with SMALL margin"
X Link 2023-07-04T06:18Z [----] followers, [---] engagements

"Well done $DHT This is the logical way to handle the value destroying low leverage they have. July [--] [----] DHT announced that the Company during the second quarter has purchased [-------] of its own shares equivalent to 0.7% of its outstanding shares average price of $8.25"
X Link 2023-07-05T10:06Z [----] followers, [----] engagements

"@Edark94 If you see a company with a credible path to return cashflow to shareholders that is probably better for this old man"
X Link 2023-07-12T00:38Z [----] followers, [---] engagements

"This is a great article in order to start to understand the upside when Sintana + their major partners will start drilling. If they hit anything like the two fields south of them we will have a massive lift off concidering the low mcap currently of like 65-70 musd & 5-7% shares"
X Link 2023-07-30T18:04Z [----] followers, [----] engagements

"It is not like this year is a one off. @mintzmyer does this year after year. There is some effect when people move after the monthly changes but not really that much. People are able to get in at about the stated price I think If you don't have any shipping this also diversifies"
X Link 2023-07-13T19:46Z [----] followers, [----] engagements

"@mintzmyer If you put money in a fantastic hedgefund you get a high performance fee. With VIE one simply pays the fixed fee. Especially for reasonably large investors it strikes me as a slam dunk. Yes I think I choose better stocks. but it is a fact the return keeps coming from VIE"
X Link 2023-07-13T19:46Z [----] followers, [----] engagements

"The USD has dropped 6-7% vs the Swedish SEK in a week. The SEK is now up 2% ytd and 3.5% in one year vs the USD. (Likely) NATO membership acceptance is the only thing I can see that has changed"
X Link 2023-07-13T15:58Z 11.5K followers, [----] engagements

"$FRO has had some good days and is building its premium to NAV and outperforming $OET. The numbers I use currently have FRO valued 16% points higher on NAV than Okeanis. My view is obviously that OET should be valued at least as high looking at historical profit capability&divs"
X Link 2023-08-01T01:52Z [----] followers, [----] engagements

"Another one that causes me to raise my eyebrows is $DHT again catching up to the $OET NAV valuation. I can basically promise you the yield from full payout DHT will not compare favorably to OET when the reports come in"
X Link 2023-08-01T01:52Z [----] followers, [--] engagements

"How do shipping scams work [--]. List a foreign shipping Co in the US where regulation is non existant. [--]. Get the right to issue new shares (without having to pressrelease the US u know). [--]. Scream that you are undervalued get analysts to say the same and compare you to real Cos"
X Link 2023-08-14T04:40Z [----] followers, 17.4K engagements

"$FRO Front Signe is visiting us in Gibraltar. Bunkering"
X Link 2023-09-01T11:12Z [----] followers, [----] engagements

"Why would one choose any other tanker company Yes if it was now trading much more expensive than serious peers sure. but the point is it is not on NAV. And we know $OET creates more return on each dollar NAV. Such an easy choice"
X Link 2023-09-08T09:44Z [----] followers, 13.2K engagements

"Think of the options to buy ships this way. If you could move in an house get the right to buy it at [--] musd and then you can wait to see if house prices move up before you buy. Well they are moving up. DIS is "in the money""
X Link 2023-09-08T20:20Z [----] followers, [----] engagements

"@shiektal I don't use price targets but logically through the financial leverage leverage from options/lease options and the leverage that comes from trading so much below NAV they should be the clean tanker company performing best in a bull market. Also best ECO fleet"
X Link 2023-09-09T16:07Z [----] followers, [---] engagements

"@Wattwurm73 Perhaps delivered in Gibraltar"
X Link 2023-09-09T18:31Z [----] followers, [---] engagements

"For tankers the 22.5y are also interesting. Older than that is actually not that meaningful for large tankers as there are not that many. If we have strong markets as I think the coming 3-4y at least larger batches of ships will hit intereresting (expensive) dry dock intervals"
X Link 2023-09-09T21:25Z [----] followers, [----] engagements

"Those dry docks will not only be expensive but also increasingly long time off often with a lot of re positioning. How many 15y we have is off less interest imo"
X Link 2023-09-09T21:25Z [----] followers, [----] engagements

"@EivindEnd Yes and at about the time most people state yards are likely to kill the tanker bull market (2027) the first generation large Chinese built lower quality tankers turn [--] while at the same time this should be when environmental rules vs inefficient ships reach full strength"
X Link 2023-09-10T08:42Z [----] followers, [---] engagements

"@MM_SdT Yes but I judge them not from todays payout ratio but rather that they currently are doing the right thing imo. If they do not gradually increase more when FCF ramp up then I would lower. But so far they are delivering just fine with the div and the buyback imo+advantages vs Ha"
X Link 2023-09-10T09:26Z [----] followers, [--] engagements

"The number of +22.5y VLCCs (they drydock every 2.5y from 15y) is about to explode to levels we have never seen Yes probably most of them do dark trade many without dry dock or maintenance These ships cannot return if dark trade shrinks and they cannot compete in normal market"
X Link 2023-09-10T10:46Z [----] followers, [----] engagements

"If there will be another vote about management behavior such as poison pills I hope it will be flagged early and I will make a serious attempt to see if I can add my votes to the good side. Unless they improve of course"
X Link 2023-09-10T13:40Z [----] followers, [---] engagements

"As I understand the vote for/against the management was extremely close the last time"
X Link 2023-09-10T13:41Z [----] followers, [----] engagements

"I don't think it is too much to demand $INSW to return 80-90% of EPS through dividends and buybacks. Would still be below companies like $OET $FRO $DHT. Especially with leverage at 17% which is Too Low"
X Link 2023-09-10T13:49Z [----] followers, [----] engagements

"I feel a lot of love for #Gibraltar . It is a place worth discovering"
X Link 2023-09-10T18:16Z [----] followers, [----] engagements

"@olaharaldmoen1 OnePlus [--] in cooperation with Hasselblad not good enough for ya"
X Link 2023-09-15T18:33Z [----] followers, [---] engagements

"It has been great it is likely to be even better the coming 4-5 years. (what happens at the end of that bull market is an interesting thing to speculate about. My guess is that it ends like a great Firework does the best saved for last)"
X Link 2023-09-15T18:46Z [----] followers, [----] engagements

"You will likely be drunk at the End of the Tanker Bull market party. Fortunately you will have the best management sensing when it is time for you to leave. Leaving can be through selling or 5y charters of attractive ECO ships. Expect this chart from [----] to show up coming years"
X Link 2023-09-15T19:28Z [----] followers, [--] engagements

"@DirkDeWeghe1 Tax resident of Sweden. I pay an annual percentage of my portfolio value instead. Regardless of gain loss divs"
X Link 2023-09-16T08:30Z [----] followers, [--] engagements

"@DirkDeWeghe1 In general I think the annual tax is like 1.2% now of the portfolio value. It follows the short term Swedish interest rate. I am grandfathered a bit lower due to restrictions how and when withdrawals can be made. Fair & simple system so I keep paying instead of signing out"
X Link 2023-09-16T20:02Z [----] followers, [--] engagements

"@buckeye_dave871 I don't trade such a listing so hard to say but some such illiquid places can go quite crazy"
X Link 2023-09-16T20:06Z [----] followers, [--] engagements

"@DirkDeWeghe1 To be clear Sweden has no wealth tax. This annual tax that works like a wealth tax replaces all Capital gains and dividend taxes for those that choose this taxation version"
X Link 2023-09-16T20:11Z [----] followers, [--] engagements

"@LouisCyprien @DirkDeWeghe1 I know Switzerland also offers a fixed amount paid tax/year to newcomers depending on Kanton. Gibraltar does the same by the way which I pay on top of my Swedish tax"
X Link 2023-09-16T20:19Z [----] followers, [---] engagements

"There is no doubt in my mind that $OET is the best risk reward play. Other companies don't have the same upside others yet have MUCH higher risk due mgt. All have less competent managements. Spend time understand this chart. I agree with J that we could see 200k prolonged VLCC"
X Link 2023-09-17T10:51Z [----] followers, [----] engagements

"$OET is really the easiest one to understand. You at the bottom of the FCF charts you have the expected dividend in USD at various possible rates for each year coming [--] months for their top class ECO ships. The share price in USD is currently [----] usd"
X Link 2023-09-17T10:54Z [----] followers, [----] engagements

"@beersandships What we can see is that when rates were high they stayed high [--] longer as yards could not deliver. This time we add a difficulty for the majority of ships [--] respond with higher speed due to environmental rules This also illustrates the forgotten truths about economies of scale"
X Link 2023-09-17T15:08Z [----] followers, [--] engagements

"@Giem78139114 That doesn't sound like a good idea at all. I am not recommending anyone to put excessive amounts in one stock or even in shipping. Paying back mortgages etc would probably be the first thing I would suggest if a friend asked"
X Link 2023-09-18T13:44Z 11.9K followers, [---] engagements

"Great to see @sintanaenergy presenting in Oslo as well as meeting Robert Bose. The share price has cooled down a bit but nothing has changed. If anything the higher oil price is a positive as we wait for upcoming drillings"
X Link 2023-09-20T22:26Z [----] followers, [----] engagements

"@heinzguderian11 Also cheap on NAV vs peers like Torm and Hafnia (I call that free leverage all else equal) + they have more financial leverage which u want in a bull market Through the ongoing buybacks they signal that they want to grow value/share and use the high discount to nav in a smart way"
X Link 2023-09-23T12:22Z [----] followers, [--] engagements

"Soon home Leaving Oslo we missed a fairly huge collapse of the motorway south by 15h or so"
X Link 2023-09-24T12:36Z [----] followers, [--] engagements

"IF the black fleet does not bother with drydocks of 15-22.5y old vessels not only will they be more likely to break down early. The fouled hull will also make them even more uneconomic and force them to move really slow. Dry docks matter"
X Link 2023-09-26T08:10Z [----] followers, [----] engagements

"The Total dry hole in Namibia is now well known $AOI starting to recover vs the Swedish quote earlier in the day. Time for Eco Atlantic to stop its massive recent fall Has probably hit Sintana shareprice quite a bit too. The advantage with them is that they have no cash need"
X Link 2023-09-28T16:03Z [----] followers, [----] engagements

"@jddonovan_ I bought both today. Previous days I only bought EOG too early obviously"
X Link 2023-09-28T20:05Z [----] followers, [---] engagements

"Navigator LPG ship visiting $NVGS"
X Link 2023-09-30T07:30Z 12.7K followers, [----] engagements

"As the tanker fleet gets older and the shadow fleet skips drydocks there is one area more likely to see a disaster than other imo. A Suezmax carries [--] million barrels of oil an Aframax 0.6m. The Baltic Sea is where they spend their last years of life"
X Link 2023-09-30T09:35Z [----] followers, [----] engagements

"@PinheadKing I have considered $EURN uninvestable off the map for my portfolio since I understood the dreams of the Savery's family. My fear was that Fredriksen would leave and the minority would come under Savery's control. Now we are almost there. yet $EURN is higher valued than $INSW"
X Link 2023-09-30T10:14Z [----] followers, [----] engagements

"@PinheadKing Well there are other tanker stocks than OET and EURN. All I am saying is that the risk of EURN "using tanker profits for exciting renewable investments" imo would mean a lot of downside in the stock"
X Link 2023-09-30T10:23Z [----] followers, [---] engagements

"That would certainly shake things up in the tanker space. The shadow fleet that never got scrapped due to sanctions would have to compete with normal ships. It might have to try to get access to western ports. Then there is the issue if EU would start to buy RU oil"
X Link 2023-10-01T07:44Z [----] followers, [----] engagements

"@jddonovan_ It is not only about the EU accepting to buy RU oil but also about them accepting those old ships that might not have done proper dry docks lately. I doubt any of those two would happen"
X Link 2023-10-01T08:01Z [----] followers, [---] engagements

"@LOWO64 @Jhadj_theos Yours and my tax money is going to prevent more of this. Personally near term plans is to kick up those transfers with additional private ones"
X Link 2023-10-01T18:26Z [----] followers, [---] engagements

"Listened to a @Shipping_VIE interview with ECO I got confirmation that d'Amico management is superb. The stock takes its place next to $OET for me. Holding 1.45% of the company 2nd largest holding after Okeanis that I have held over [---] years now"
X Link 2023-10-04T15:46Z [----] followers, 11.3K engagements

"When I bought most of my position in $OET I knew I had about 70% upsides only for it to get to 100% valuation of NAV. The reason for the discount was that few saw it was a PREMIUM company. Well d'Amico is also a premium company and imo I have [--] easy % when the market discovers"
X Link 2023-10-04T15:55Z [----] followers, [----] engagements

"@OctaviCastells In dirty tankers you basically have two proven top notch choices. Frontline and Okeanis In clean tankers you have D'amico International ( $DIS.MI) if you want Korean and Japanese ECO and $STNG if you are okay with Chinese built version Okeanis & DIS are my two multiyear choices"
X Link 2023-10-06T16:39Z [----] followers, [----] engagements

"$DIS.MI company nr on NAV/share was [----] usd at the end of Q2. Incl profits effect of buybacks & incr asset values I would conservatively guess they soon report [---] usd or [----] EUR vs closing at [----] EUR. Meaning a NAV valuation of 60.6% or almost a 40% discount to NAV"
X Link 2023-10-08T09:03Z [----] followers, 13.6K engagements

"A fairly classical example of undercovered company by US & Norwegian investors/analysts as it is not from their home country (both US & Norwegians LOVE the home teams) which if one choose the right companies can create wonderful opportunities for the open minded shipping investor"
X Link 2023-10-08T09:03Z 11.8K followers, [----] engagements

"What you get is a chance of say [--] "easy %" as these companies will get discovered in a bull market. You also get higher dividend yield all else equal as you invest at 60c on the $. To illustrate: If div is [--] NAV is [---] = 10% But if you only pay [--]. do the math"
X Link 2023-10-08T09:08Z [----] followers, [----] engagements

"@kamendc1 I don't know how much the withholding tax is. For me as a Swedish investor I get that back so I don't worry about it. Cannot give tax advice for other investors in other countries"
X Link 2023-10-08T09:10Z [----] followers, [---] engagements

"@sohaibab9 @calvinfroedge I think it is at least a 50% risk you are already wrong in that as there seems to be Hamas terrorists active in the Israeli Mediterranean city where the pipeline from the red sea ends"
X Link 2023-10-08T14:16Z [----] followers, [---] engagements

"Interest rates have really come up making leverage more expensive. which in turn increases the risks. "Frontline's largest shareholder (the credit facility has been extended by [--] months to January [--] [----] at an interest rate of 10.0%""
X Link 2023-10-09T07:21Z [----] followers, [----] engagements

"If a VLCC Co makes [--] and has a NAV of [---] divs all out that is 10% If the NAV is valued at 50% 10/50=20% I call that Free Leverage all else equal Buying Frontline at 130% of NAV is the opposite of free leverage Imo $FRO as it runs up is for those that do not know better"
X Link 2023-10-10T07:25Z 11.9K followers, 15K engagements

"@d48126061 That latter part (adjustment) is by the way what happened with my $STNG view after the R Bugbee 180c flip flop. The adjustment needed (imo) suddenly grew dramatically"
X Link 2023-10-10T07:35Z [----] followers, [---] engagements

"At a minimum understand what a hefty premium will do to expected return on your investment vs not paying that premium. The opposite of "the free leverage" part. Also understand it doesn't mean $FRO will do poorly. Premium is likely to rise not to come down for a long time imo"
X Link 2023-10-10T07:48Z [----] followers, [----] engagements

"@NikolajWinther6 @VikingEyes Key issue with $DHT is their old & public plan to wait for cheaper modern ECO vessels that instead only got more expensive and causing them to have almost no financial leverage now which will mean underperformance. Also relatively old fleet"
X Link 2023-10-10T16:01Z [----] followers, [---] engagements

"@killerduck76 In Sweden we are really lucky to have tax system option that doesn't lock us in like that and instead simply tax the value of the portfolio instead of capital gains divs etc. Makes it much easier to look at things from a 100% rational view every new day"
X Link 2023-10-10T19:46Z [----] followers, [---] engagements

"@Ingolf_Stahl @killerduck76 That is the point we leave Sweden and stop being tax payers so I am keeping a very close eye on that. The current system is both easy and fair. The old system is simply impossible for me. I would guess we are not the only one that leave & stop paying if that happens"
X Link 2023-10-10T20:17Z [----] followers, [--] engagements

"I am trying to stay informed about what is happening in the Middle East. The tool I have chosen is I refuse to watch the various videos but even the texts of the Palestinian brutality is so awful I am not sure I can take it I will never support Palestine"
X Link 2023-10-11T15:55Z [----] followers, [----] engagements

"@MM_SdT I am sure there are exceptions to what we see in most western European cities in Gaza the west bank Australia the US and other places where palestinians makes their voices heard in public about the latest events"
X Link 2023-10-11T16:50Z [----] followers, [---] engagements

"Very promising rate moves in the tanker space. Hopefully the stocks strengthen through the day. Would make a lot of sense to me"
X Link 2023-10-11T17:12Z [----] followers, [----] engagements

"Trailing [--] quarter dividend from $OET is almost exactly [--] NOK. Next year [--] VLCC will be added [----] the same. My guess is that means negative fleet growth in the +900 large world VLCC fleet the coming [--] years. Super high upside benign downside risk"
X Link 2023-10-14T18:21Z [----] followers, [----] engagements

"The VLCC orderbook combined with the old fleet age is beyond insane. It is basically a bet on Mad Max Beyond Growth playing out in China & Asia"
X Link 2023-10-14T18:55Z [----] followers, [----] engagements

"Two points on this: [--]. The ageing tanker fleet will need more yard time for dry docks. [--]. They will also need extra time at yards to do ECO retrofits (if they are not ECO ships). That removes general tanker capacity and it will hit old fleet earnings. Oh and not enough yards"
X Link 2023-10-14T20:12Z 11.9K followers, [----] engagements

"@VanVianney Remember INSW in that mix too it is only slightly smaller than my DIS holding now. OET more than twice as large as DIS. Those [--] are my main current holdings. Large dirty tankers has more upside and and fewer yards can build them"
X Link 2023-10-14T20:31Z 11.9K followers, [---] engagements

"@Edark94 Duct taped to the wings Cargo Economy Business First Class Private Jet"
X Link 2023-10-15T11:04Z [----] followers, [----] engagements

"Some say the VLCC bull market has not even started yet. I say: Now with the entire $OET fleet on (or Very Soon) on spot is when the Gloves really come off"
X Link 2023-10-15T11:38Z [----] followers, 11.4K engagements

"@st_terziev Yes I have fought that stereotype view for over [--] years now. My argument has always been that a qualified investor should be able to look beyond such stereotypes. I have been proven right and the opponents over the years have all been proven wrong and missed out big time"
X Link 2023-10-15T13:00Z [----] followers, [---] engagements

"So you mean that tanker bros will make even more money if the dark trade ships are removed from Venezuela and demand for normal ships increase even more as there are no longer sanctions. + more surplus oil in the Atlantic 🔥🚀 that would be nice"
X Link 2023-10-16T15:50Z [----] followers, 21.1K engagements

"$INSW is still a cheap company with a lot of potential bonus upside if several of the new owners decide to remove the poison pill (to start with that management put in place [--] protect themselves and the excessive management & board costs INSW have vs peers"
X Link 2023-10-18T05:57Z [----] followers, [----] engagements

"It is also a simple way to get both dirty and clean exposure for investors including a large number of ECO VLCCs"
X Link 2023-10-18T05:58Z [----] followers, [----] engagements

"Interesting numbers on the oil the US imports while exporting light shale oil. Soon we might throw heavy Venezuela crude into this mix. The question I have is if every additional available heavy barrel easily imported if that means a refinery switching from shale oil"
X Link 2023-10-18T15:21Z [----] followers, [----] engagements

"Omar Nokta on how much dividends shipping companies should pay out: "The lower the better" Consistent with that he also recommends $DAC. He says that companies are not getting valued higher with higher dividend payout. I can only guess how much he must love $NMM"
X Link 2023-10-20T18:13Z [----] followers, [----] engagements

"The CEO of $TEN Tsakos that is valued at 35% of NAV loved Omar and couldn't stop himself from screaming his joy from his place in the audience. Not an analyst that impress me. Seen some other crazy $@ from him too"
X Link 2023-10-20T18:34Z [----] followers, [----] engagements

"Someone also alerted me that Omar has $ASC (& not that cheap on NAV) that has almost no financial leverage left as the highest upside of product tankers. Did he skip math class"
X Link 2023-10-20T18:39Z [----] followers, [----] engagements

"Great video on a very important subject for shipping. When things do not work in an optimal way more ships are typically needed. Panama & rains is likely adding new dramatic highs & lows for especially LPG. Right now highs. Impact other sectors too"
X Link 2023-10-22T09:23Z [----] followers, [----] engagements

"$DIS.MI is basically a single shipping stock listed in a non shipping market. My guess is that this means it will move more with the main market than other shipping Right now it makes it a bit extra cheap vs the quality it is imo. I have gradually increased and own 1.5% of the Co"
X Link 2023-10-24T08:12Z [----] followers, [----] engagements

"My understanding is that they are: a) making a lot of money on their ECO MRs and LR1s now b) planning to move to a semi annual div c) ramp up the payout ratio Likely a multiyear main choice in the ECO clean tanker space for me. A lot cheaper than quality peers gives free leverage"
X Link 2023-10-24T08:12Z [----] followers, [----] engagements

"@Vmaxpax You don't think you might simply be using a flawed source considering the dual listing and the below Gil Holzman Chief Executive Officer and a Director of the Company today purchased [------] common shares in the Company ("Common Shares") at a price of [---] pence per share"
X Link 2023-10-24T16:55Z [----] followers, [---] engagements

"@MedaniHytham @joeriwestland I expect MANY more LNG orders and more containers. Logically there should be a lot of LPG too. Did I mention car carriers I think it is wrong to rule out dry bulk they are ordering quite a lot. Yes probably some tankers"
X Link 2023-10-25T20:29Z [----] followers, [--] engagements

"If Venezuela actually would start to materially increase oil production/export coming years. Now that would be VERY bullish tankers. everything that adds Atlantic/Americas produced barrels basically = A lot more ton miles"
X Link 2023-10-27T12:04Z [----] followers, [----] engagements

"Beautiful day in Gibraltar"
X Link 2023-10-27T12:07Z [----] followers, [----] engagements

"@masiero_giacomo @vinvest0r @Shipping_VIE Yes I recommend VIE. With the comment not to spend too much time in the chat room if you want to acquire knowledge. Instead focus on the many instructive welcome articles by J + all research from James Catlin"
X Link 2023-10-27T22:30Z [----] followers, [---] engagements

"@jsxfreight1 If we have knowledge & experience. Unfortunately there will always be an endless supply of people that do not have it as they are only starting out in shipping"
X Link 2023-10-28T10:15Z [----] followers, [---] engagements

"@q_pitcairn You are right I will remember to add it when I make an update"
X Link 2023-10-28T11:46Z [----] followers, [---] engagements

"@momtchil74 Yes perhaps ESEA is the better choice to add to MPCC. On ZIM I basically want to see logical behavior on all fronts incl capital return in the situation a company is in. Imo ZIM has delivered on that in a VERY volatile market"
X Link 2023-10-28T15:42Z [----] followers, [---] engagements

"@Vmaxpax @q_pitcairn They would imo be in list [--] of [--]. Navios maritime partners and Tsakos in list [--] as a reference. Not going to make those lists though"
X Link 2023-10-28T17:33Z [----] followers, [---] engagements

"$DIS.MI Cielo di Ulsan 39k dwt bunkering in Gibraltar"
X Link 2023-11-01T14:12Z [----] followers, [----] engagements

"@kokeboken @ClimentMolins @Shipping_VIE Yes the VL rates were quite a bit better than both Euronav and INSW but a bit lower than I would have hoped. Suezmax spot rates however really good more than twice TNK for example. Surprisingly violent reaction in the market today with US listing around the corner"
X Link 2023-11-09T08:34Z [----] followers, [---] engagements

"Not only Venezuelan production leaving the dark fleet also expected substantial near term oil production increases"
X Link 2023-11-12T11:48Z [----] followers, [----] engagements

"Zeihan on one of the more important things happening in #Shipping currently"
X Link 2023-11-14T12:42Z [----] followers, [----] engagements

"@nuuska @LasseNJohansen I havent read the Financial times article but I would assume all ships are treated equal. For example younger than 15y pass without stopping. Showing up without having done dry dock No Entry"
X Link 2023-11-15T15:41Z [----] followers, [--] engagements

"Fog in the distance. Gibraltar is such a massively beautiful place"
X Link 2023-11-17T11:07Z [----] followers, [----] engagements

"Venezuela strikes again tightening the VLCC market"
X Link 2023-11-17T15:23Z [----] followers, [----] engagements

"Nice. I no longer have to currency adjust down my return YTD as the SEK now is up vs the USD"
X Link 2023-11-21T10:10Z [----] followers, [----] engagements

"@Giem78139114 @andr_nordstrom Most people do probably not understand how extensive my day to day and week to week trading in my large holdings are. I can make large moves and then back without it meaning much. Key takeaway is probably that you have seen the same names for a long time. Expect that [--] continue"
X Link 2023-11-21T17:52Z [----] followers, [---] engagements

"@triangle_magic1 @andr_nordstrom Long time ago. I have gone from being hesitant on the management to thinking I should avoid them"
X Link 2023-11-21T20:02Z [----] followers, [---] engagements

"@FredrikL7 @andr_nordstrom I always keep an open mind but I don't like chasing stuff. Still I admit it looks good"
X Link 2023-11-21T20:03Z [----] followers, [---] engagements

"Doesn't happen that often and it is a very liquid stock so shouldn't matter. I recently mentioned D/S Norden as a large holding. That is no more due to: a) it ran up a lot today b) as mid size dry bulk rates run up due to Panama canal I worry about the chart in the 2nd tweet"
X Link 2023-11-23T16:04Z 11.9K followers, [----] engagements

"Should have said: It is NOT a very illiquid stock so shouldn't matter"
X Link 2023-11-23T16:09Z [----] followers, [----] engagements

"@Vmaxpax @OilCfd It is the US regulator peeing in their pants. Feels good for a short time and then we will have an even larger dark fleet and even less influence on Russian exports. This is what you get when you have unclear rules. Very disappointing vs controlling the dark fleet at choke points"
X Link 2023-11-23T19:54Z [----] followers, [---] engagements

"@Vmaxpax @OilCfd If anything even if they manage to block the sale of another [--] tankers when [---] are already sold to people working for Russia or that ARE Russia it only means RU has handled 90% of the problem just fine"
X Link 2023-11-23T20:08Z [----] followers, [---] engagements

"@Vmaxpax @OilCfd Blocking companies like $DHT from selling old scrap tankers in to the RU trade should have been in Package nr [--]. not in package nr 12"
X Link 2023-11-23T20:10Z [----] followers, [---] engagements

"The main story for us investing in shipping today is the Panama canal. When that is said the LPG trade is imo likely yesterdays news when it comes to increased TCE rates. Much more interesting is what else in shipping is about to get impacted"
X Link 2023-11-23T20:14Z [----] followers, 14.1K engagements

"Exciting times. looks like everything is progressing nicely for Sintana Energy. $SEI.V"
X Link 2023-11-27T16:09Z [----] followers, [----] engagements

"@PlJohan1 Yes there was also a very nice article about the prospects for farm out of ECO Atlantic 3B/4B that had absolutely no impact on the shareprice either. I agree it is surprising that the shareprices are not heating up at this time"
X Link 2023-11-28T12:51Z [----] followers, [---] engagements

"Okeanis would naturally be the company that (with leverage) would see its value (NAV) "recalibrate" more than others. $OET Imo Okeanis is currently great value"
X Link 2023-11-28T14:17Z [----] followers, 11.2K engagements

"Good morning $NVGS Navigator Grace [-----] cbm LPG"
X Link 2023-12-02T08:12Z 12.7K followers, [----] engagements

"Big ca 4% jump in $ECO $OET NAV from VIE VV. As expected after the transactions we've seen in regards to VLCC [----] ECO vessels. The $ECO ticker of Okeanis hence closed below the NAV level Friday in the US"
X Link 2023-12-17T16:44Z [----] followers, [----] engagements

"@SA_VanInvestor We should have a strong day after the US $ECO close at [---] nok or so and then hopefully even more fuel from the US open"
X Link 2023-12-17T18:40Z [----] followers, [---] engagements

"A LR2 tanker is the same ship as an Aframax tanker with the difference that it is coated inside the tanks. As LR2s get older say 17y they are no longer accepted for product but too young for scrap they become Afras. Hence we should always look at the combined orderbook"
X Link 2023-12-28T19:44Z 13.8K followers, [----] engagements

"🙌👆🤘🫶👊👏💪💪💪"
X Link 2024-01-10T11:38Z 13.1K followers, [----] engagements

"https://thebrief.com.na/2024/01/galp-energia-confirms-discovery-of-light-oil-in-namibia/ https://thebrief.com.na/2024/01/galp-energia-confirms-discovery-of-light-oil-in-namibia/"
X Link 2024-01-10T11:49Z 13.1K followers, [----] engagements

"I guess one could say that GALP MCAP increased [--] billion EUR with a 80% stake. Sintana holding 1/16 the share of GALP (but carried) so 62.5m EUR in theoretical initial value creation if all the rise of Galp today is Namibia"
X Link 2024-01-10T12:54Z [----] followers, [----] engagements

"I would add what I think is an important aspect the market is unlikely to price into $SEI.V today. That is the fact that if they hit on PEL83 the chances of hitting at the Chevron & Woodside fields too increase"
X Link 2024-01-10T13:03Z [----] followers, [----] engagements

"Sintana is now - A lottery ticket in partnership with Chevron - A lottery ticket in partnership with Woodside - A brand new discovery gold plated lottery ticket with GALP. Looks awfully attractive to me not running more today. 52w high was 38cents [----] pre discovery"
X Link 2024-01-10T16:36Z [--] followers, [----] engagements

"I am a Superfan of Sintana Energy. (If you don't get that joke pls do more Sintana research.)"
X Link 2024-01-10T18:18Z [----] followers, [----] engagements

"A lot of oil around the Chevron/Sintana block"
X Link 2024-01-10T19:30Z [----] followers, [----] engagements

"In regards to the Houthis and airstrikes I can only repeat that I have followed those fanatics fighting the Saudi's and others over the years and my belief is that the US just hit the wasp nest with a stick. Sea drones and sea mines are likely to be entered into the RS conflict"
X Link 2024-01-12T09:25Z [----] followers, [----] engagements

"Nissos Kea appears to be heading towards Venezuela and likely a very profitable VLCC cargo for $ECO $OET"
X Link 2024-01-12T12:16Z [----] followers, [----] engagements

"DPM is attractive due to being well run profitable dividend very large cash pile vs mcap and no debt and most of all you get that leverage when/if both gold and copper is strong as one of the metals typically are netted vs production costs. More such suggestions are welcome"
X Link 2024-01-17T07:39Z 12K followers, [----] engagements

"Quite substantial % fuel savings on this work. And those savings is even before we start looking at fees for fuel used when visiting the EU etc 5% reduction on [--] tons/day= [--] tons x [---] usd or [---] usd/day saving on a VLCC and that is only paint $ECO $OET"
X Link 2024-01-17T09:53Z 10K followers, [----] engagements

"Okeanis used to have the Nissos Sikinos and Sifnos on 30k/day USD 3y charter. All of Q1 both vessels are spot which is quite material as I would expect them to make A LOT more and them having a fleet of [--] top modern $ECO ships. Add to that two current VLCC cargoes in Venezuela"
X Link 2024-01-17T10:04Z 10K followers, [----] engagements

"@PalRype No I don't model such things myself but I obviously have a good idea through comparing the rates/dividend achieved in Q3 to prel numbers Q4. I hope & think the market will focus on the Q1 rates achieved rather than the Q4 result/dividend which will be so so as will peer $FRO"
X Link 2024-01-17T10:15Z 10K followers, [----] engagements

"@PalRype For Q4 I expect $TRMD to do wonders for my dividends received (I see estimates [----] - [----] USD) while I have high hopes for Q1 and Q2 to be insanely high total amounts with both Torm and $OET / $ECO doing very high dividends"
X Link 2024-01-17T10:20Z 10K followers, [----] engagements

"@jddonovan_ Two reasons: [--]. I wanted more LR2 exposure. [--]. DIS doesn't do quarterly dividends + I discovered that there is a small part of the withholding tax I cannot recover. But I still own a lot of $DIS.MI and it is not unlikely I will increase again later in the spring"
X Link 2024-01-18T20:24Z 10K followers, [----] engagements

"The start of the US refinery maintenance season is imminent which should free up more crude for exports which should match nicely with an expected uptick in China import activity ahead of next months Lunar New Year holiday. (Arctic) #VLCC $ECO $OET"
X Link 2024-01-19T20:16Z 10K followers, [----] engagements

"$TRMD dividends paid [----]. From Q1 [----] Torm will have quite a bit "more ships/DWT" per share after fleet renewal with some extra LR2s paid half with cash/shares We have good vision that Q4 div will be [----] usd but in Q1/Q2 comes the new LR2s in full force. Perf for this market"
X Link 2024-01-20T08:38Z [----] followers, [----] engagements

"Shipping favors larger ships due to economy of scale and not that big price difference. However various canals & ports have a size limit. We are currently in a world that there is increasingly reduced canal use. That favors the larger ships. $OET $TRMD for 2024"
X Link 2024-01-20T08:44Z [----] followers, [----] engagements

"@RealStevenFat1 I am actually not 100% sure. What I have looked at is that I have not be subject to any withholding tax on historical dividends I have had from the US listing. I welcome other ppls feedback"
X Link 2024-01-20T09:23Z [----] followers, [---] engagements

"I have to admit something. With options expiry likely causing pressure yesterday and the Red Sea situation seems quite clear for the coming months. I bought some $ZIM It's a ZIM"
X Link 2024-01-20T10:08Z [----] followers, 15.5K engagements

"@AKongsveen My belief is that the only ceasefire that can happen is when the killers are dead or captured. So more of a Hamas defeat than a ceasefire. Do you think the Houthis will stop shooting at that time My thinking is they don't"
X Link 2024-01-20T11:25Z [----] followers, [---] engagements

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