@lzab1453 Avatar @lzab1453 LZ

LZ posts on X about $fro, $dht, link, $stng the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 60.4% cryptocurrencies 28.71% finance 21.78% countries 11.88% travel destinations 2.97%

Social topic influence $fro 32.67%, $dht 28.71%, link 23.76%, $stng #5, $eco 21.78%, $tnk 19.8%, $insw 18.81%, $trmd 18.81%, $oet 17.82%, $asc 16.83%

Top accounts mentioned or mentioned by @edfin @magnus12316 @seanvestments @christankerfund @olvehe @anderssjastad @2contango @aristidis @ayusovalue

Top assets mentioned Frontline Ltd. (FRO) dHedge DAO (DHT) Scorpio Tankers Inc. (STNG) Okeanis Eco Tankers Corp. (ECO) International Seaways, Inc. Common Stock (INSW) TORM plc Class A Common Stock (TRMD) ARDMORE SHIPPING CORPORATION (ASC) Hafnia Limited (HAFN) Golden Ocean Group Limited Common Stock (GOGL) Star Bulk Carriers Corp. (SBLK) Tokenomy (TEN) Diana Shipping, Inc. (DSX) BW LPG Limited (BWLP) Danaos Corporation (DAC) EURONAV NV (EURN) ZIM Integrated Shipping Services Ltd. (ZIM) GMS Inc. (GMS) Borr Drilling Limited (BORR) Transocean LTD. (RIG)

Top Social Posts

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

"Feeling like the penguin since January 2023.🐧🐧🐧🐧 $GMS.L $GMS $BORR $RIG #offshore #oott #penguin"
X Link 2026-01-25T19:58Z [----] followers, [----] engagements

"Another solid quarter by $DHT #tankers #tankersgang #shiptwit $FRO $ECO $OET $INSW DHT Holdings reported Q4 results yesterday after closing. We were spot on adj. EPS ($0.41) and other metrics. No big surprises as everything came as expected. Worth highlighting how on Jan [--] they had reported 45% of Q1 spot days booked at $66300 (which we found quite https://t.co/jm5n9gV6mb DHT Holdings reported Q4 results yesterday after closing. We were spot on adj. EPS ($0.41) and other metrics. No big surprises as everything came as expected. Worth highlighting how on Jan [--] they had reported 45% of Q1"
X Link 2026-02-05T13:38Z [----] followers, [----] engagements

"This never gets old.and valid for many companies (not necessarily the tickers below).look at $DAC.they like to pay themselves handsomely. #shiptwit #tankergang $STNG $SBLK $GSL $MPCC.OL $ESEA $ECO $OET $STNG buyback explained in a simple picture https://t.co/5Vh0WOOkRm $STNG buyback explained in a simple picture https://t.co/5Vh0WOOkRm"
X Link 2026-02-10T11:21Z [----] followers, [----] engagements

"$STNG buyback explained in a simple picture"
X Link 2024-07-15T18:48Z [----] followers, 14.8K engagements

"Interesting glitch on Interactive Brokers.showing $FRO down 93.8% in Oslo.I wonder how many suspected heart attacks in Norwegian hospitals right now Not sure how ICUs can cope with the inflow. #shipping #tankers #tankergang #oil #oott $OET $ECO $FRO $NAT $INSW $TNK $TEN $STNG $TRMD $HAFN $ASC $DIS.MI $HAFNI.OL $PXS https://twitter.com/i/web/status/2016921209200431221 https://twitter.com/i/web/status/2016921209200431221"
X Link 2026-01-29T17:07Z [----] followers, [----] engagements

"This is #Hapag Lloyd CEO buying $ZIM despite the current outlook in the liner/container market. #shipping #shiptwit $ZIM $HLAG $HLAG.DE $MAERSK #container 🚨: A man was discovered with 90% of his brain mass missing and yet he was living a perfectly normal life. https://t.co/mLOdmL5HZx 🚨: A man was discovered with 90% of his brain mass missing and yet he was living a perfectly normal life. https://t.co/mLOdmL5HZx"
X Link 2026-02-15T19:46Z [----] followers, [----] engagements

"My only China exposure is via Chinese-built tankers.why aren't my stonks ripping #shiptwit #tankergang $FRO $DHT $STNG $HAFNI $TRMD $ECO $OET.OL $TNK $TEN"
X Link 2024-09-30T10:38Z [----] followers, [----] engagements

"@olvehe You forgot tankers sirthose sensitivity analysis tables need to be updated to make room for $600k/day rates"
X Link 2025-06-19T13:13Z [----] followers, [---] engagements

"Potential Risks: - Geopolitical risks given where the field is - KRG (Kurdistan Regional Government) payments: the company received payments for the oil from the KRG. In the past there were o/s amounts but the KRG paid more than $350m in arrears and now payments are up to date"
X Link 2022-06-11T13:02Z [----] followers, [--] engagements

"Final Risk: ongoing dispute between the KRG and the Iraqi central govmt on who should market the oil for sale but discussions are ongoing and imo it won't be an issue None of the above is investment advice but just my opinion. I'm planning to start a position soon on $GKP"
X Link 2022-06-11T13:02Z [----] followers, [--] engagements

"Neste Oil today published the Q3 numbers and its great results were mainly supported by exceptional oil refining margins ($28/bbl on avg). Hopefully similar results will come from $SRS.MI $ELPE.AT $MOH.AT and other European refiners"
X Link 2022-10-27T19:22Z [----] followers, [--] engagements

"🧵🧵🧵 D'Amico International Shipping ( $DIS.MI) is a shipping company operating a fleet of [--] Product Tankers ranging in size between Handysize and LR1s. The average age of the fleet is [---] yrs vs an avg. age of [--] yrs for the global product tanker fleet"
X Link 2022-08-02T18:02Z [----] followers, [--] engagements

"🧵🧵🧵 $DIS.MI D'Amico International Shipping Q3 Update Q3 came out on 10/11/2022 reporting record EBITDA of $69.1m and a Net Result of $43.6m. The Company is in line to generate more than $200m in FY'22 EBITDA and more than $105m in Net Income. $DIS.MI $STNG $ASC $TRMD $PXS"
X Link 2022-11-13T09:04Z [----] followers, [--] engagements

"NAV Matrix Even assuming a softening of rates in the next 12m I believe NAV will increase in the 0.70-0.80 range. Using current 37.5% discount to NAV would put the TP in the 0.44-0.50 range while assuming a discount to NAV similar to peers (19%) TP would be 0.62-0.71"
X Link 2022-11-13T09:04Z [----] followers, [--] engagements

"🧵🧵🧵Why I believe Tanker stocks have more upside Without entering into the details the Russian invasion of Ukraine has (and still is) dislocating the seaborne trade of crude oil oil products and LNG. $STNG $DIS.MI $ASC $TRMD $FRO $DHT $OET.OL $INSW $TNK $PXS"
X Link 2022-11-24T21:04Z [----] followers, [--] engagements

"If you're feeling FOMO.here's some help.there still are some cheap tanker companies.and always look for quality.if current spot earnings remain for the next months asset prices could inch higher by another 10%-20% pushing NAVs"
X Link 2023-02-23T19:36Z [----] followers, [----] engagements

"Coming back to $OET.OL here's a snapshot of my expectation for the next quarters. Q1 is practically in the bag with EPS that will come above $2/share. If non ECO/Scrubber rates remain in the $50/60k region that should push up asset prices by another 10/20%"
X Link 2023-02-24T10:18Z [----] followers, [----] engagements

"🧵 $DIS.MI D'Amico International Shipping Q4 Update After Q3 '22 results I posted the below and given Q4 results came out today I thought to give an update on one of the most interesting product tanker stocks out there imo. $STNG $TRMD $PXS $ASC $HAFNI.OL $DHT $FRO $EURN NAV Matrix Even assuming a softening of rates in the next 12m I believe NAV will increase in the 0.70-0.80 range. Using current 37.5% discount to NAV would put the TP in the 0.44-0.50 range while assuming a discount to NAV similar to peers (19%) TP would be 0.62-0.71. https://t.co/W2YhYMSfFA NAV Matrix Even assuming a"
X Link 2023-03-09T14:13Z [----] followers, [----] engagements

"Brutal week for tankers dragged down by oil (the mkt is not always logical) and macro/banking fears. Nevertheless both clean and crude tanker physical market have from strength to strength. #shiptwit #FRO #DHT #STNG #INSW #NAT #ASC #OET #HAFNI #TRMD #TNK"
X Link 2023-03-18T13:44Z [----] followers, [----] engagements

"🧵 Gulf Marine Services #GMS.L - A deleverage story in a rapidly improving offshore market Below a short analysis made with @Magnus12316 #rigs #shiptwit #oil #oott #offshore 1/n"
X Link 2023-03-29T10:00Z [----] followers, [----] engagements

"Today #GMS.L published the FY22 results. Everything is as expected and the de-leveraging story is continuing and in line with the below thread. #rigs #shiptwit #oil #oott #offshore #shipping 1/n https://x.com/lzab1453/status/1641017384851972097s=20 🧵 Gulf Marine Services #GMS.L - A deleverage story in a rapidly improving offshore market Below a short analysis made with @Magnus12316 #rigs #shiptwit #oil #oott #offshore 1/n https://x.com/lzab1453/status/1641017384851972097s=20 🧵 Gulf Marine Services #GMS.L - A deleverage story in a rapidly improving offshore market Below a short analysis made"
X Link 2023-04-24T21:00Z [----] followers, [----] engagements

"PRODUCT TANKER UPDATE It has been a tough [--] months and a half for product tanker equities in general which have lost momentum also due to softening rates (although in line with seasonality). $STNG $TRMD $DIS.MI $PXS $HAFNI.OL $ASC #Tankers #shipping"
X Link 2023-05-30T12:29Z [----] followers, [----] engagements

"We always talk about TCE revenues etc etc.but what about costs who are the more virtuous players in the crude tanker space $FRO $OET.OL $DHT $TNK $TNP $EURN $NAT $INSW #Tankers #OOTT 1/n"
X Link 2023-06-08T11:53Z [----] followers, [----] engagements

"VLCCs have taken the spotlight in the past week. As discussed for OPEX not all companies are the same and some are better than others. Looking at historical data and fleet profile who's better positioned to outperform #tankers #OOTT #VLCC $DHT $FRO $OET.OL $INSW $EURN"
X Link 2023-06-14T09:03Z [----] followers, [----] engagements

"What is the rationale today to invest in crude tankers (with a focus on VLCCs) [--]. Non existent orderbook"
X Link 2023-07-05T12:01Z [----] followers, [----] engagements

"@AndersSjastad @seanvestments I'm probably dumb but I believe $FRO can earn around $2.30 in EPS in the next [--] quarters.so imo dividends should be higher than what DNB is suggesting. Another that will impress is $OET.OL given their overperformance vs peers in the spot market and their 100% payout policy"
X Link 2023-07-25T11:38Z [----] followers, [---] engagements

"@seanvestments big part of this valuation discrepancy is explained imo by the need for considerable CAPEX in the coming future to renew the fleet.either via NBs or in the SH mkt. This would also explain the lack of meaningful returns"
X Link 2023-08-03T08:41Z [----] followers, [----] engagements

"Okeanis Eco Tankers Q2 '23 Update $OET.OL My favourite crude tanker co reported another record quarter with EPS of $1.65. Q3 booked spot TCE equal to $63.2k/day for 73% of spot days available way above reported mkt rates. The company regularly outperforms indexes and peers"
X Link 2023-08-14T10:56Z [----] followers, [----] engagements

"Since the highs of a congestion driven cycle in [----] Dry Bulk rates have been disappointing. Reality seems to be that there are more ships then needed and China RE headwinds are not helping (especially capes). Below my short thesis on $DSX #DryBulk #shipping $DSX $GOGL $GNK"
X Link 2023-09-06T09:10Z [----] followers, [----] engagements

"@christankerfund TD3C back above WS [--] and no one cares it seems.I will never understand the logic of this weird correlation between tanker stock prices and oil prices"
X Link 2023-11-16T16:20Z [----] followers, [----] engagements

"Looking at recent performance of tankers' stocks (both crude and product) and how negatively they have reacted to Q3 results and Q4 guidance I believe that investors are missing the forest for the trees.focusing too much on the next quarter $OET $FRO $STNG $TRMD $HAFNI.OL"
X Link 2023-11-17T10:00Z [----] followers, [----] engagements

"It's good to see new names getting coverage. But I think we need more high quality coverage. Saying it trades at a huge discount to NAV is not a good enough analysis imo. I think Fearnleys analysis is missing/ignoring few very important points. $TNP $FRO $ECO $OET $DHT $TNK"
X Link 2023-12-13T09:16Z [----] followers, [----] engagements

"This seems to be important.less oil in Siri Kerir more long haul oil into Europe Asking for a VLCC This is serious: Crude inventories at Sidi Kerir (Egypt) are at their lowest level since [----] for this time of the year. (Kpler data) https://t.co/igm0soeD7F This is serious: Crude inventories at Sidi Kerir (Egypt) are at their lowest level since [----] for this time of the year. (Kpler data) https://t.co/igm0soeD7F"
X Link 2024-01-04T06:50Z [----] followers, [----] engagements

"There's been a big difference between liners and other segments in the effect on freight rates caused by the Red Sea disruption. Imo as long as Israel continues its military operation in Gaza Houthi will continue to attack ships #tankers #shiptwit $FRO $ECO $OET $NAT $DHT"
X Link 2024-01-07T15:00Z [----] followers, [----] engagements

"How can you not be positive on crude tankers outlook in the medium term (3-5 years) looking at the below graphs #tankers $DHT $FRO $ECO $OET $TNK"
X Link 2024-01-30T08:48Z [----] followers, 13.6K engagements

"Follow the smart money.since I cannot order a VLCC $OET $DHT $FRO exposure should do it. #shiptwit #tankers $FRO $DHT $ECO https://www.tradewindsnews.com/tankers/tor-olav-troim-builds-out-his-new-vlcc-venture-andes-shipping-with-newbuilding-duo/2-1-1599067 https://www.tradewindsnews.com/tankers/tor-olav-troim-builds-out-his-new-vlcc-venture-andes-shipping-with-newbuilding-duo/2-1-1599067"
X Link 2024-02-15T14:10Z [----] followers, [----] engagements

"Looking at some accounts I thought Dangote would only process Nigerian oil and only sell in the Nigerian mkt. Negative for products and crude tankers. Instead they are importing crude and also exporting products (Trafigura exporting a fuel oil cargo) https://www.tradewindsnews.com/tankers/gem-vlcc-to-deliver-first-overseas-crude-to-nigeria-s-giant-new-dangote-refinery/2-1-1600887 https://www.tradewindsnews.com/tankers/gem-vlcc-to-deliver-first-overseas-crude-to-nigeria-s-giant-new-dangote-refinery/2-1-1600887"
X Link 2024-02-20T10:24Z [----] followers, [----] engagements

"@christankerfund In September last year Torm Timothy was chartered by the US Defense for 90-120 days if I recall correctly. So this might be under a similar contract hence why she was in the area"
X Link 2024-02-24T19:36Z [----] followers, [----] engagements

"Probably nothing #tankergang #tankers #shiptwit Does anyone has few VLCCs ready Maybe $FRO OIL MARKET: Quite a change in tone from OPEC+ flagging the need to "carefully" monitor the "robust oil demand outlook for the summer months". OPEC+ next meeting is June [--] in Vienna #OOTT https://t.co/I4L8paowOY OIL MARKET: Quite a change in tone from OPEC+ flagging the need to "carefully" monitor the "robust oil demand outlook for the summer months". OPEC+ next meeting is June [--] in Vienna #OOTT https://t.co/I4L8paowOY"
X Link 2024-04-11T16:05Z [----] followers, [----] engagements

"📈 Below my latest post on Crude Tankers - Q1 '24 Earnings Preview In this post we present an overview of [--] listed crude tankers companies and what we can expect from their Q1 results. ➡For full post check link in my bio. #shipping #shiptwit #tankers $FRO $OET.OL $DHT $TNK"
X Link 2024-04-22T11:33Z [----] followers, [----] engagements

"Just published the Q1 '24 Earnings Preview for Product Tankers. In this post we present an overview of [--] product tankers companies and what we can expect from their Q1 results. ➡For full post check link in my bio. #shipping #shiptwit #tankers $STNG $TRMD $ASC $HAFN $DIS.MI"
X Link 2024-04-24T15:31Z [----] followers, [----] engagements

"Just published an analysis of listed Product Tanker companies. In this post we analyse fleets costs breakevens and valuation metrics. ➡For full post check link in my bio. #shipping #shiptwit #tankers $STNG $TRMD $ASC $HAFN $DIS.MI $HAFNI.OL $PXS"
X Link 2024-05-20T12:17Z [----] followers, [----] engagements

"@2_contango I was waiting for the next post on VLCCs Very Large Champagne Carriers"
X Link 2024-05-26T07:51Z [----] followers, [---] engagements

"Reminder that $TRMD had 45% emphasis on it of uncovered days for Q2 as of 6th May. Assuming $60k for LR2s $50k for LR1s and $40k for MRs (non-non) we're talking about $2.40 EPS for Q2. $STNG $ASC $DIS.MI $HAFN #tanker #tankergang #shiptwit"
X Link 2024-05-31T13:12Z [----] followers, [----] engagements

"Just published an analysis on Product Tanker companies. We analyse TCE perf. and how they compare to peers; we will also look if this is reflected invaluation metrics. ➡Full post in bio. #shipping #shiptwit #tankers $STNG $TRMD $ASC $HAFN $DIS.MI $HAFNI.OL $PXS $FRO $INSW"
X Link 2024-06-06T08:46Z [----] followers, [----] engagements

"#shiptwit #tankergang #ceasefire $ZIM"
X Link 2024-06-11T15:08Z [----] followers, [----] engagements

"Just published the final article on Product Tanker companies. We analyse EPS and FCF yield sensitivities to spot rates. ➡Full post in bio. #shipping #shiptwit #tankers $STNG $TRMD $ASC $HAFN $DIS.MI $HAFNI.OL"
X Link 2024-06-16T14:15Z [----] followers, [----] engagements

"@ed_fin By bye tourists"
X Link 2024-06-18T17:19Z [----] followers, [---] engagements

"🧵Few thoughts on Dry Bulk Let's start with the positives: India is expected to add 90GW of coal per projects by [----] to power its economy of which 15.4GW will be added in [----]. This will obviously increase the demand for seaborne imports. #shiptwit #drybulk $GOGL $SBLK $HSHP"
X Link 2024-06-24T09:24Z [----] followers, [----] engagements

"Just published an article on Asset Prices and Freight Rates. We try to determine if current asset prices are justified by earnings or not. ➡Full post in bio. #shiptwit $FRO $ECO $SBLK $GOGL $STNG $TRMD $HAFN $SHIP $ASC $DIS.MI $INSW $DHT $TNK $SB $HSHP $DSX $BDRY $BWET"
X Link 2024-06-26T13:59Z [----] followers, [----] engagements

"📈 Below my latest post on Crude Tankers - Q2 '24 Earnings Preview In this post we present an overview of [--] listed crude tankers companies and what we can expect from their Q2 results. ➡For full post check link in my bio. #shipping #shiptwit #tankers $FRO $OET.OL $DHT $TNK"
X Link 2024-07-09T17:07Z [----] followers, [----] engagements

"📈 Below my latest post on Product Tankers - Q2 '24 Earnings Preview We present an overview of [--] listed product tankers companies and what we can expect from their Q2 results. ➡For full post check link in my bio. #shipping #shiptwit #tankers $STNG $TRMD $HAFN $ASC $DIS.MI"
X Link 2024-07-11T15:41Z [----] followers, [----] engagements

"Just published the Q2 '24 Earnings Preview for Containerships. In this post we present an overview of [--] Containerships Lessors and what we can expect from their Q2 results ➡For full post check link in my bio. #shipping #shiptwit #containership $DAC $NMM $MPCC.OL $ESEA $GSL"
X Link 2024-07-17T13:27Z [----] followers, [----] engagements

"📈Just published the Q2 '24 Earnings Preview for LPG Tankers. In this post we present an overview of [--] LPG Tanker Companies and what we can expect from their Q2 results. ➡For full post check link in my bio. #shipping #shiptwit #gas #energy $AGAS.OL $BWLPG.OL $BWLP $NVGS $LPG"
X Link 2024-07-22T10:59Z [----] followers, [----] engagements

"@ed_fin Impossible to understand which sector is given the color palette chosen by the analystsJesus Christ"
X Link 2024-07-23T09:13Z [----] followers, [----] engagements

"🧵 Some Weekly Thoughts on Tankers Crude Tankers Chinas crude imports in August were down 7% YoY but higher than July. Given how price-sensitive China has always been I believe that following the recent drop in oil prices (WTI $70) we will see a pick-up in imports and this seems confirmed as per below graph (remains to be seen if it will continue in Q4 which would obviously be healthy for crude tankers). 1/n #shiptwit #tankergang #tankers $FRO $DHT $ECO $OET.OL $INSW $NAT $TNK $TEN $STNG $ASC $TRMD $DISM $HAFN"
X Link 2024-09-14T17:54Z [----] followers, 16K engagements

"🧵 Some Weekly Thoughts on Dry Bulk (by looking at China and the iron ore/steel market) China published August statistics last week and we are seeing exports continuing to grow (+8.7% YoY) with imports slowing down and a record trade surplus. If we look past the headline imo this also highlights weak domestic demand. 🔩 Iron ore imports were equal to 101m tons (-4.7% MoM) while coal imports were up by 3.4% to 45.8m tons. If we look at the Jan-Aug period iron ore imports were up 5.2% YoY; according to ABG imports above 100m tons should allow healthy Cape rates. #shiptwit #drybulk $SBLK $GNK"
X Link 2024-09-16T08:02Z [----] followers, [----] engagements

"📉Below my latest article where we provide an update on dry bulk equities and try to see if the Q3 rout in equities has created any good entry opportunity. In the next days we will analyse the other sectors in similar articles. ➡For full post check the link in my bio. #shipping #shiptwit #drybulk $SBLK $GOGL $GNK $SHIP $HSHP $DSX $SB $BELCO.OL $EDRY $BDRY $USEA"
X Link 2024-09-17T16:31Z [----] followers, [----] engagements

"🧵 Some Weekly Thoughts on Dry Bulk Cape rates continue to be strong going into the seasonal strong period of the year and we should also expect more bauxite cargoes from West Africa given the end of the rainy season.This week I divided the dry bulk main topics in different sections. #shiptwit #drybulk $SBLK $GNK $SHIP $DSX $SB $GOGL $EDRY $BELCO.OL $USEA $HSHP"
X Link 2024-09-23T07:09Z [----] followers, [----] engagements

"📉Below my latest article where we provide an update on Crude and Product Tanker equities and try to see if the Q3 rout in equities has created any good entry opportunity. ➡For full post check the link in my bio. #shiptwit #tankergang #tankers $FRO $DHT $ECO $OET.OL $INSW $NAT $TNK $TEN $STNG $ASC $TRMD $DISM $HAFN"
X Link 2024-09-26T09:27Z [----] followers, [----] engagements

"🧵 Some Weekly Thoughts on Tankers and Dry Bulk General News 💣Israel has targeted Southern Lebanon with various airstrikes (one of which killed the leader of Hezbollah) and it seems a ground invasion is imminent; on a separate noteNetanyahu also declared that the war in Gaza will continue untilall objectives are met. #shiptwit #drybulk $SBLK $GNK $SHIP $DSX $SB $GOGL $EDRY $BELCO.OL $USEA $HSHP #tankergang #tankers $FRO $DHT $ECO $OET.OL $INSW $NAT $TNK $TEN $STNG $ASC $TRMD $DISM $HAFN"
X Link 2024-09-28T18:12Z [----] followers, [----] engagements

"This means less Iranian exports in the coming weeks which should push Chinese buyers of Iranian crude to look elsewhere for cargoes (I.e. non-sanctioned crude transported on non-dark fleet tankers). #tankers #tankergang #shipping $FRO $DHT $ECO $OET $TNK $DHT BREAKING: The National Iranian Tanker Company (NITC) appears to be fearing an imminent attack by Israel. Their empty VLCC supertankers vacated the country's largest oil terminal Kharg Island yesterday. Clients: We have located & tagged all of them in satellite imagery. #OOTT BREAKING: The National Iranian Tanker Company (NITC) appears to"
X Link 2024-10-03T19:25Z [----] followers, [----] engagements

"@ed_fin Is that a VLDD A Very Large Donald Duck"
X Link 2024-10-03T19:32Z [----] followers, [---] engagements

"🧵 Some Weekly Thoughts on Tankers and Dry Bulk General News The Shanghai Stock Market is up 20% in the last week while Hong Kong is up 11.2% fuelled by the Chinese stimulus measures announced in the past weeks; Chinese brokers have also seen a spike in requests for opening new trading accounts etc. As said last week it will be interesting to see if all these announced measures (and market euphoria) will translate in an actual visible benefit to the Chinese economy. To be noted that assuming the US/Europe will continue to lower interest rates in the coming quarters the Chinese government will"
X Link 2024-10-06T18:53Z [----] followers, [----] engagements

"📈 Below my latest post on Crude Tankers - Q3 '24 Earnings Preview. In this post we present an overview of [--] listed crude tankers companies and what we can expect from their Q3 results. ➡For full post check link in my bio. #shipping #shiptwit #tankers #oott #oil $TNK $DHT $ECO $OET $OET.OL $FRO $NAT $INSW $TEN"
X Link 2024-10-09T09:20Z [----] followers, [----] engagements

"📈Below my latest post on Dry Bulk - Q3 '24 Earnings Preview. ➡For full post check the link in my bio. #shipping #shiptwit #drybulk $SBLK $GOGL $GNK $SHIP $HSHP $DSX $SB $BELCO.OL $EDRY $BDRY $HSHP.OL $USEA"
X Link 2024-10-14T14:01Z [----] followers, [----] engagements

"@Aristidis It's time for another son so that the VLCC super cycle can start"
X Link 2024-10-16T09:04Z [----] followers, [---] engagements

"📈Below my latest post on Product Tankers - Q3 '24 Earnings Preview. In this post we present an overview of [--] listed product tankers companies and what we can expect from their Q3 results. ➡For full post check link in my bio. #shipping #shiptwit #tankers #oil #oott $STNG $TRMD $HAFN $ASC $DIS.MI $HAFNI.OL $PXS"
X Link 2024-10-17T10:25Z [----] followers, [----] engagements

"🧵 Some Weekly Thoughts on Dry Bulk General News According to various sources during next week's policy meeting in China (4-8 November) the Chinese authorities will approve a [--] trillion Yuan debt issuance to be raised between [----] and [----] in order to revive its economy. In total the fiscal stimulus package should reach [--] trillion Yuan (ca. $1.4 trillion) and this should be read in parallel to the US Fed policy; should the Fed further cut interest rates (50 bps) this could provide more room to manoeuvre for the Chinese policy makers. If this new stimulus package is approved hopefully it will"
X Link 2024-11-02T08:29Z [----] followers, [----] engagements

"This is surely one of the most informative press releases ever. #tankers #tankergang $NAT $FRO $DHT $ECO $INSW $TEN"
X Link 2024-11-04T10:48Z [----] followers, 20.7K engagements

"📈Just published a new article "Q3'24 Earnings Review and Few Thoughts". In this article we review the Q3'24 earnings seasons and provide few thought on what we could expect from shipping equities going forward. 📈For full post check link in my bio. #shiptwit #drybulk $SBLK $GNK $SHIP $DSX $SB $GOGL $EDRY $BELCO.OL $USEA $HSHP #gas #energy $AGAS.OL $BWLPG.OL $BWLP $NVGS $LPG #containership $DAC $NMM $MPCC.OL $ESEA $GSL #tankers #oil #oott $STNG $TRMD $HAFN $ASC $DIS.MI $HAFNI.OL $PXS $TNK $DHT $ECO $OET $OET.OL $FRO $NAT $INSW $TEN"
X Link 2024-12-05T14:47Z [----] followers, [----] engagements

"Genco Update $GNK At the time of the Q3 earnings release they had booked 65% of Q4 days at $18800 while now they reported 95% of days booked at $18300. The implied rate for the difference is $17250/day. The company has [--] Capes and [--] Ultras/Supras. #drybulk $SBLK $GOGL $SHIP $EDRY $DSX $SB $HSHP"
X Link 2024-12-21T08:18Z [----] followers, [----] engagements

"📈Just published a new article "Shipping Equities' Valuation Update". In this article we try to look at where we stand on valuations going into [----] and any potential risks/opportunities. ➡For full post check link in my bio. #shipping #shiptwit #tankers #drybulk $SBLK $GNK $SHIP $DSX $SB $GOGL $EDRY $BELCO.OL $USEA $HSHP #gas #energy $AGAS.OL $BWLPG.OL $BWLP $NVGS $LPG #containership $DAC $NMM $MPCC.OL $ESEA $GSL #oil #oott $STNG $TRMD $HAFN $ASC $DIS.MI $HAFNI.OL $PXS $TNK $DHT $ECO $OET $OET.OL $FRO $NAT $INSW $TEN"
X Link 2025-01-02T10:55Z [----] followers, 12.4K engagements

"Pareto published today updated TPs and [----] estimates for tanker companies they cover. Using their TPs and [----] EPS estimates they are implying that stocks would trade at the following P/Es: $DHT: 12.1x $FRO: 10.7x $INSW: 9.5x $OET.OL / $ECO: 10.7x $TNK: 7.1x Using yesterday closing prices the implied Fwd. P/Es are: $DHT: 10.1x $FRO: 7.6x $INSW: 7.0x $OET.OL / $ECO: 8.3x $TNK: 5.4x Draw your own conclusions but not a lot of room for error in my view. #tankers #shiptwit #shipping $DHT $FRO $INSW $OET.OL $ECO $TNK"
X Link 2025-01-08T09:00Z [----] followers, [----] engagements

"📈Below my latest post on Dry Bulk - Q4 '24 Earnings Preview. ➡For full post check the link in my bio. #shipping #shiptwit #drybulk $SBLK $GOGL $GNK $SHIP $HSHP $DSX $SB $BELCO.OL $EDRY $BDRY $HSHP.OL $USEA"
X Link 2025-01-14T14:01Z [----] followers, [----] engagements

"📈Below my latest post on Crude Tankers - Q4 '24 Earnings Preview. In this post we present an overview of [--] listed crude tankers companies and what we can expect from their Q4 results. ➡For full post check link in my bio. #shipping #shiptwit #tankers #oott #oil $TNK $DHT $ECO $OET $OET.OL $FRO $NAT $INSW $TEN"
X Link 2025-01-16T16:57Z [----] followers, [----] engagements

"📈Below my latest post on Product Tankers - Q4 '24 Earnings Preview. In this post we present an overview of [--] listed product tankers companies and what we can expect from their Q4 results. ➡For full post check link in my bio. #shipping #shiptwit #tankers #oil #oott $STNG $TRMD $HAFN $ASC $DIS.MI $HAFNI.OL $PXS"
X Link 2025-01-22T15:51Z [----] followers, [----] engagements

"#tankers #shiptwit #tankergang #supercycle $FRO $DHT $HUNT.OL $STNG $HAFN $TNK https://www.captiongenerator.com/v/2306968/downfall-tankers https://www.captiongenerator.com/v/2306968/downfall-tankers"
X Link 2025-01-27T14:19Z [----] followers, 15.5K engagements

"📈Just published the Q4 '24 Earnings Preview for LPG Tankers. In this post we present an overview of [--] LPG Tanker Companies and what we can expect from their Q4 results. ➡For full post check link in my bio. #shipping #shiptwit #gas #energy $AGAS.OL $BWLPG.OL $BWLP $NVGS $LPG"
X Link 2025-01-28T09:29Z [----] followers, [----] engagements

"Do you have any more sanctions for tanker investors #tankers #tankergang #shiptwit $FRO $DHT $ECO $OET $TNK $TEN $NAT $INSW"
X Link 2025-02-06T17:04Z [----] followers, [----] engagements

"$TNK is going to pay a big fat special dividend right They will never reinvest that money to renew the fleet at current high ship values. #tankers #tankergang #shiptwit Four $TNK suezmaxes reported to be sold enbloc to Greek owners. Four $TNK suezmaxes reported to be sold enbloc to Greek owners"
X Link 2025-02-10T09:58Z [----] followers, [----] engagements

"Do you want to know the reason why $GOGL is down 15% on the Saverys news This is the secret banks won't tell you. #shiptwit #drybulk #shipping $GOGL $CMBT"
X Link 2025-03-05T17:50Z [----] followers, [----] engagements

"$HSHP 45% outperformance vs C5TC index in February.wow $HSHP #drybulk #shiptwit"
X Link 2025-03-07T08:25Z [----] followers, [----] engagements

"Some food for thought.2 months have passed since OFAC sanctioned ca. [---] Russian-linked crude/product tankers. After the initial panic what has been the effect of these sanctions on the tanker market Have we seen a significant disruption in the sanctioned trade Have we seen an increase in "compliant" fleet's TCEs With the US administration being more and more confrontational vs China what's the incentive of the latter to comply with OFAC sanctions More sanctions can be imposed daily but at the end of the day in my view it is all about the incentive (or not) to comply with these.as @AyusoValue"
X Link 2025-03-14T08:44Z [----] followers, [----] engagements

"📈Just published a new article "Dry Bulk - Equities Valuation Update". In this article we provide an update on dry bulk equities post Q4 '24 results. We look at fleet profiles costs breakevens TCE performance and valuation metrics. ➡For full post check link in my bio. #shipping #shiptwit #tankers #drybulk $SBLK $GNK $SHIP $DSX $SB $GOGL $EDRY $BELCO.OL $USEA $HSHP"
X Link 2025-03-20T10:26Z [----] followers, [----] engagements

"📈Just published a new article "Crude and Product Tankers Overview". In this article we provide an update on crude and product tanker equities post Q4 '24 results. We look at fleet profiles costs breakevens TCE performance Supply/Demand and valuation metrics. ➡For full post check link in my bio. #shipping #shiptwit #tankers #oil #oott $STNG $TRMD $HAFN $ASC $DIS.MI $HAFNI.OL $PXS $TNK $DHT $ECO $OET $OET.OL $FRO $NAT $INSW $TEN"
X Link 2025-04-01T10:28Z [----] followers, [----] engagements

"A very nice quote from ABG on shipping and how it thrives: "Shipping's reason for existence is resting on comparative advantages between geographies natural and/or man-made. While that is the necessary condition for shipping's existence it is not sufficient. The comparative advantages also need to be large enough for transportation costs and tariffs to be paid for. So if transportation costs and/or tariffs are high enough there will be no trade." #shipping #shiptwit #tankers #drybulk $SBLK $GNK $SHIP $DSX $SB $GOGL $EDRY $BELCO.OL $USEA $HSHP #gas #energy $AGAS.OL $BWLPG.OL $BWLP $NVGS $LPG"
X Link 2025-04-02T07:01Z [----] followers, [----] engagements

"📈Below my latest post on Dry Bulk - Q1 '25 Earnings Preview. ➡For full post check the link in my bio. #shipping #shiptwit #drybulk $SBLK $GOGL $GNK $SHIP $HSHP $DSX $SB $BELCO.OL $EDRY $BDRY $HSHP.OL $USEA"
X Link 2025-04-11T11:14Z [----] followers, [----] engagements

"$DHT chartered out an Eco-Scrubber VLCC with a $41k floor for [--] years with 50/50 profit share above that. Not a very bullish read on their market view in the medium term. Why giving away 50% of anything above $41k on a modern/scrubber fitted vessel if the supercycle is upon us Reality is that no one knows what the mkt will be in [--] months leave alone [--] years.but not a very bullish read here. #tankers #tankergang #oott $DHT $FRO $ECO $OET $TNK $INSW"
X Link 2025-04-14T08:28Z [----] followers, [----] engagements

"📈Below my latest post on Product Tankers - Q1 '25 Earnings Preview. In this post we present an overview of [--] listed product tankers companies and what we can expect from their Q4 results. ➡For full post check link in my bio. #shipping #shiptwit #tankers #oil #oott $STNG $TRMD $HAFN $ASC $DIS.MI $HAFNI.OL $PXS"
X Link 2025-04-14T14:14Z [----] followers, [----] engagements

"📈Below my latest post on Crude Tankers - Q1 '25 Earnings Preview. In this post we present an overview of [--] listed crude tankers companies and what we can expect from their Q1 '25 results. ➡For full post check link in my bio. #shipping #shiptwit #tankers #tankergang #oott #oil $TNK $DHT $ECO $OET $OET.OL $FRO $NAT $INSW $TEN"
X Link 2025-04-17T11:24Z [----] followers, [----] engagements

"📈Just published the Q1 '25 Earnings Preview for LPG Tankers. In this post we present an overview of [--] LPG Tanker Companies and what we can expect from their Q1 results. ➡For full post check link in my bio. #shipping #shiptwit #gas #energy $AGAS.OL $BWLPG.OL $BWLP $NVGS $LPG"
X Link 2025-04-29T13:17Z [----] followers, [----] engagements

"#tankers $FRO $OET $ECO $DHT $INSW $NAT"
X Link 2025-05-22T07:25Z [----] followers, [----] engagements

"$FRO #tankergang #shiptwit #Frontline #tankers"
X Link 2025-05-23T15:49Z [----] followers, [----] engagements

"Supercycle confirmed #tankers #tankergang #shiptwit $FRO $DHT $INSW $ECO $OET $TEN $NAT"
X Link 2025-06-03T17:23Z [----] followers, [----] engagements

"Here's Arctic Q3 assumptions on $FRO.when are we going to start seeing earnings revisions My bet is after $DHT reports its Q2 operational update i.e. first half of July.reality always catches up with unrealistic expectations. This valid not only for $FRO but all other crude tanker names. #tankergang #shiptwit #tankers $FRO $DHT $OET $ECO $INSW $NAT $TEN https://twitter.com/i/web/status/1930236058945335354 https://twitter.com/i/web/status/1930236058945335354"
X Link 2025-06-04T12:11Z [----] followers, [----] engagements

"Meme day. #tankers #tankergang #shiptwit $FRO $DHT $ECO $OET $INSW $TEN $NAT"
X Link 2025-06-06T08:19Z [----] followers, [----] engagements

"#tankers #tankergang #shiptwit $FRO $DHT $OET $ECO $INSW $TEN $NAT $TNK"
X Link 2025-06-12T20:28Z [----] followers, [----] engagements

"It never gets oldnever seen so many shit takes with no edge (no one has) in such a short timeframe Weekend fintwit. https://t.co/kzl5Xu39sw Weekend fintwit. https://t.co/kzl5Xu39sw"
X Link 2025-06-15T12:55Z [----] followers, [----] engagements

"smart money selling at [----] P/NAV $DHT #tankers"
X Link 2025-06-18T07:42Z [----] followers, [----] engagements

"So G&A increased by $10m YoY and $7m from Q1 '24.mainly due to restricted stock awards.I'll probably buy some $STNG but this is outrageous imo (and the below is more valid than ever 😂) $STNG buyback explained in a simple picture https://t.co/5Vh0WOOkRm $STNG buyback explained in a simple picture https://t.co/5Vh0WOOkRm"
X Link 2024-07-30T17:54Z [----] followers, [----] engagements

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