Dark | Light
# ![@Shipping_VIE Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1052582565205368832.png) @Shipping_VIE Value Investor's Edge

Value Investor's Edge posts on X about $fro, $trmd, $eco, $dht the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1052582565205368832/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1052582565205368832/c:line/m:interactions.svg)

- [--] Week [------] +153%
- [--] Month [-------] +8.80%
- [--] Months [-------] -22%
- [--] Year [---------] -13%

### Mentions: [--] [#](/creator/twitter::1052582565205368832/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1052582565205368832/c:line/m:posts_active.svg)

- [--] Month [--] -63%
- [--] Months [---] -6.90%
- [--] Year [---] +27%

### Followers: [------] [#](/creator/twitter::1052582565205368832/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1052582565205368832/c:line/m:followers.svg)

- [--] Week [------] +0.26%
- [--] Month [------] +1.30%
- [--] Months [------] +6.60%
- [--] Year [------] +15%

### CreatorRank: [---------] [#](/creator/twitter::1052582565205368832/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1052582565205368832/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [exchanges](/list/exchanges)  [us election](/list/us-election)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$fro](/topic/$fro), [$trmd](/topic/$trmd), [$eco](/topic/$eco), [$dht](/topic/$dht), [$insw](/topic/$insw), [$stng](/topic/$stng), [$hshp](/topic/$hshp), [$sblk](/topic/$sblk), [$hafni](/topic/$hafni), [$tnk](/topic/$tnk)

**Top accounts mentioned or mentioned by**
[@jamescatlin76](/creator/undefined) [@capitallinkship](/creator/undefined) [@climentmolins](/creator/undefined) [@splash247](/creator/undefined) [@rowdyruss22](/creator/undefined) [@marketfodder](/creator/undefined) [@hkuppy](/creator/undefined) [@originalbraila](/creator/undefined) [@diacae](/creator/undefined) [@aasengardet](/creator/undefined) [@moneyshow](/creator/undefined) [@edfin](/creator/undefined) [@joeriwestland](/creator/undefined) [@judahrhodie](/creator/undefined) [@olaharaldmoen1](/creator/undefined) [@maersk](/creator/undefined) [@ed_eichman](/creator/undefined)

**Top assets mentioned**
[Frontline Ltd. (FRO)](/topic/$fro) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [dHedge DAO (DHT)](/topic/$dht) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc) [Golden Ocean Group Limited Common Stock (GOGL)](/topic/$gogl) [Tokenomy (TEN)](/topic/$ten) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [EURONAV NV (CMBT)](/topic/$cmbt) [Hafnia Limited (HAFN)](/topic/$hafn) [Validity (VAL)](/topic/$val) [Borr Drilling Limited (BORR)](/topic/$borr) [Transocean LTD. (RIG)](/topic/$rig) [Noble Corporation (NE)](/topic/$ne) [Seadrill Limited (SDRL)](/topic/$sdrl) [Cool Company Ltd. (CLCO)](/topic/$clco) [BW LPG Limited (BWLP)](/topic/$bwlp) [Golar LNG Ltd (GLNG)](/topic/$glng) [Danaos Corporation (DAC)](/topic/$dac) [EURONAV NV (EURN)](/topic/$eurn) [Tidewater, Inc. (TDW)](/topic/$tdw) [Costamare Inc. (CMRE)](/topic/$cmre) [Gasspas (GASS)](/topic/$gass) [Divi (DIVI)](/topic/divi) [Diana Shipping, Inc. (DSX)](/topic/$dsx) [Costamare Bulkers Holdings Limited (CMDB)](/topic/$cmdb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Votes are in $STNG most favored to reduce the most net shares (total net reduction in sharecount) during [----]. $SB $TK more distant in the poll. Other mentions included $GASS $TGH $USEA as well as for some wishful thinkers who mentioned $NMM $TNP $ZIM. Stay tuned Which #shipping stock will repurchase the greatest % of its shares outstanding during [----] Which #shipping stock will repurchase the greatest % of its shares outstanding during 2023"  
[X Link](https://x.com/Shipping_VIE/status/1664958780314906626)  2023-06-03T11:34Z [----] followers, 10.1K engagements


"$BWET (tanker futures) and BCTI (tanker spot index) up sharply last few weeks and the stocks have barely responded. Almost daily selloffs How long can this #shipping dislocation last"  
[X Link](https://x.com/Shipping_VIE/status/1705312630909673937)  2023-09-22T20:06Z [----] followers, [--] engagements


"Q3-23 is finally over How did the markets do this quarter -Russell 2000: -5.5% 😫 -Nasdaq: -4.1% 😰 -S&P 500: -3.6% πŸ₯΄ -VIE long only #shipping models: +12.7% βœ… We're up 42.3% YTD +55% in [----] and +133% in [----]. Learn more: http://vieresearch.com http://vieresearch.com"  
[X Link](https://x.com/anyuser/status/1707855901976309911)  2023-09-29T20:32Z 14.7K followers, 22.9K engagements


"Earnings season is here & #VIE is covering [--] firms across all #shipping segments: #Drybulk #Containers #LNG #LPG #Tankers & now #CarCarriers. Q3 Earnings previews are out with cash flow & #EPS estimates market overviews & expectations key focus questions and much more"  
[X Link](https://x.com/Shipping_VIE/status/1717322811583173065)  2023-10-25T23:30Z [----] followers, [----] engagements


"πŸ“ˆ Investing in crude #tankers Our Q3 #earnings preview covers $DHT $EURN $INSW $OET $NAT $TNK $FRO $TNP providing a thorough market overview peer comps and pricing action. Stay ahead of the curve #Investment #CrudeTankers #VIE"  
[X Link](https://x.com/Shipping_VIE/status/1717956476629914107)  2023-10-27T17:28Z [----] followers, [----] engagements


"🚒 Join Value Investor's Edge for an exclusive Live interview with Carlos Balestra di Mottola CFO of D'Amico Shipping. We review the overall product tanker market dynamics & also discuss capital allocation priorities for D'Amico. Don't miss out $DIS #shipping #tankers"  
[X Link](https://x.com/Shipping_VIE/status/1720079564074852428)  2023-11-02T14:05Z [----] followers, [----] engagements


"🚨Cyber Monday Sale 🚨 Value Investor's Edge Basic is available today only for a first-year discount of nearly 40% Our entry-level #shipping newsletter is normally $399/yr but for those who sign up today the first year is just $249 Learn more:"  
[X Link](https://x.com/Shipping_VIE/status/1729194576421023980)  2023-11-27T17:44Z [----] followers, [----] engagements


"Tune in for the final episode of our Fall [----] VIE Live Interview Series when J Mintzmyer hosts Randy Giveans from Navigator Holdings. We discuss the robust $NVGS balance sheet the impact of surging rates in VLGC markets and primary market risks. #Shipping"  
[X Link](https://x.com/Shipping_VIE/status/1734226533534040269)  2023-12-11T15:00Z [----] followers, [----] engagements


"Check out J Mintzmyer in the latest Public Seeking Alpha podcast discussing the underestimated potential of Scorpio #Tankers & Tsakos Energy. #Shipping"  
[X Link](https://x.com/Shipping_VIE/status/1737125648131334395)  2023-12-19T15:00Z 13.8K followers, [----] engagements


"Strong wording from the US to now avoid the Red Sea region until further notice. Our macro lead @JamesCatlin76 provides the disruption impacts in our exclusive member reports. Learn more: Things continue to escalate in the Red Sea forcing ships to take the long route around the Cape of Good Hope. Diplomacy faces a figurative long haul here as well. https://t.co/DzR2GLskk1 Things continue to escalate in the Red Sea forcing ships to take the long route around the Cape of Good Hope. Diplomacy faces a figurative long haul here as well. https://t.co/DzR2GLskk1"  
[X Link](https://x.com/Shipping_VIE/status/1746936587911610542)  2024-01-15T16:45Z [----] followers, [----] engagements


"We just published our Q4 earnings preview for the container sector including the impact of the continued Red Sea disruptions on the expected profitability of $ZIM and the latest cash projections for the Containership lessors. Include: $MPCC $DAC $GSL $CMRE $ZIM $ESEA Learn more:"  
[X Link](https://x.com/Shipping_VIE/status/1746985234003095896)  2024-01-15T19:58Z [----] followers, [----] engagements


"Another Red Sea attack occurred today with rumors that another Dry Bulk vessel was hit by a missile with minor reported damage. Learn more:"  
[X Link](https://x.com/Shipping_VIE/status/1747229795312689453)  2024-01-16T12:10Z [----] followers, [----] engagements


"Shell is the latest to indefinitely suspend Red Sea voyages - WSJ"  
[X Link](https://x.com/Shipping_VIE/status/1747244404468072512)  2024-01-16T13:08Z [----] followers, [---] engagements


"$SDRL - Active repurchases continue with 219K shares repurchased for $45.01 in the past week. We just published our first quarterly earnings preview for the offshore sector featuring $BORR $VAL $NE $DO $RIG $SDRL Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1747262702354088325)  2024-01-16T14:21Z 10.8K followers, [----] engagements


"Despite the surge in tanker rates and further Red Sea disruptions its been a lackluster day for shipping and tankers. However congrats to $ECO for being up a strong 3% Learn more:"  
[X Link](https://x.com/Shipping_VIE/status/1747332323006406734)  2024-01-16T18:57Z [----] followers, [----] engagements


"FBX registers a huge 11% jump today to [----] (+328). Maersk CEO also stated today he expects the Red Sea disruptions to last a few months at least Very positive news flow today for the Liners"  
[X Link](https://x.com/Shipping_VIE/status/1747625524862591255)  2024-01-17T14:22Z [----] followers, 16.8K engagements


"Our Macro Lead @JamesCatlin76 provides his thoughts on the latest Houhti threats and potential further disruptions. We have exclusive reports on the Red Sea disruptions on each shipping segment. Learn more: If this is true I would expect the focus of securing safe passage will shift to The Strait of Hormuz to avoid having crude oil cargos locked in the Persian Gulf. Removing ME crude cargos from the equation would be detrimental to both the global economy and crude tankers. If this is true I would expect the focus of securing safe passage will shift to The Strait of Hormuz to avoid having"  
[X Link](https://x.com/Shipping_VIE/status/1748755895264461053)  2024-01-20T17:14Z [----] followers, [----] engagements


"Explosive morning for Tanker FFAs: VLCC +2-5% Suezmax +3-6% Aframax +1% LR1 +1-3% MR TC2 +15-20% MR TC6 +3-10% MR TC14 +2% $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"  
[X Link](https://x.com/anyuser/status/1749406929108259320)  2024-01-22T12:21Z 14.7K followers, [----] engagements


"$SFL reached another [--] week high today to $12.16. SFL was one of our key income picks at the beginning of [----]. 33% capital gains plus a 10% dividend yield in one year Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1749460176145682435)  2024-01-22T15:53Z 10.8K followers, [----] engagements


"BCTI surges 10% again to [----]. BDTI down [--] to [----]. Product tanker equities strong and $STNG hits a [--] week high. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"  
[X Link](https://x.com/Shipping_VIE/status/1749474367795511374)  2024-01-22T16:49Z [----] followers, [----] engagements


"$ECO issued a commercial update this evening including impressive Q1 TCE guidance: - 61% of VLCC days booked at $76100/day - 41% of Suezmax days booked at $59300/day"  
[X Link](https://x.com/anyuser/status/1749591302059282518)  2024-01-23T00:34Z 14.7K followers, [----] engagements


"Clean tanker rate momentum continues with the BCTI up 16% today to [----]. Highest in over a year BDTI down 3.5% to [----]. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"  
[X Link](https://x.com/Shipping_VIE/status/1749834501746983346)  2024-01-23T16:40Z [----] followers, [----] engagements


"BCTI jumps another 7% today to [----]. BDTI down 1% to [----]. Very strong day for clean tanker equities. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"  
[X Link](https://x.com/Shipping_VIE/status/1750196716249448635)  2024-01-24T16:39Z [----] followers, [----] engagements


"Tanker FFAs are mixed today: - Crude Tanker FFAs: +2-4% - Product Tanker FFAs -2-6%. Tankers currently down 1% in European markets. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"  
[X Link](https://x.com/Shipping_VIE/status/1750864003692413320)  2024-01-26T12:51Z [----] followers, [----] engagements


"Trafigura released a statement this morning announcing the fire on the Marlin Luanda has been extinguished the crew are all safe and the vessel is still operable and heading toward a safe harbor. It has no further vessels transiting in the region"  
[X Link](https://x.com/Shipping_VIE/status/1751240061843292563)  2024-01-27T13:45Z [----] followers, [----] engagements


"$OSG - Received an offer to be acquired for $6.25/share by Saltchuk Holdings. Per their SEC filing from this morning: On January [--] [----] the board of directors of Saltchuk Holdings authorized management to renew discussions with the Issuer regarding a possible acquisition of its outstanding common stock. On January [--] [----] Saltchuk Holdings delivered a preliminary non-binding letter (the Proposal) to the board of directors of the Issuer proposing to acquire all of the outstanding shares of common stock of the Issuer (including any shares issuable upon exercise of outstanding options warrants"  
[X Link](https://x.com/Shipping_VIE/status/1751935358735196492)  2024-01-29T11:48Z [----] followers, [----] engagements


"Tanker FFAs very strong this morning: - VLCC +3% - Suezmax Up to +7% - Aframax +5-10% - LR1s +5-10% - MR TC2 +10% $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"  
[X Link](https://x.com/anyuser/status/1751947950027358614)  2024-01-29T12:38Z 14.7K followers, 10.2K engagements


"Tough day for Offshore with the news this morning that the Saudis will keep production flat in [----]. $BORR -12% $VAL -7% $SDRL -5% $TDW -9% are the largest decliners"  
[X Link](https://x.com/Shipping_VIE/status/1752354979355222150)  2024-01-30T15:35Z [----] followers, [----] engagements


"Strong day for Tankers likely driven by the Pareto upgrade this morning . Top Tanker gainers: - $TNK +5% to a new [--] week high - $TK +3% to a new [--] week high - $INSW +3% (very close to a new [--] week high)"  
[X Link](https://x.com/Shipping_VIE/status/1752421812418617768)  2024-01-30T20:01Z 12.3K followers, [----] engagements


"Shipping earnings season starts tomorrow with [--] VIE covered firms reporting this week: - Thursday: $LPG $EURN - Friday: $CPLP $CPLP has been actively in the news with its business strategy shift and Yoda buying shares in the open market reporting a 24.7% ownership. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1752669708917330241)  2024-01-31T12:26Z 13.9K followers, [----] engagements


"$EURN Q4 Results - Adj EPS $0.43 - Q1 TCE: 46% VLCC at $50430; 54% Suezmax at $54892 - VLCC sales to $FRO about complete; $323M of gains in Q4 and $374M in Q1 - No dividend declared - Tender offer to start later February"  
[X Link](https://x.com/Shipping_VIE/status/1753022815945846805)  2024-02-01T11:49Z 12.1K followers, [----] engagements


"Tankers open solidly green and new [--] week highs for $TNK $TK $TNP $STNG"  
[X Link](https://x.com/Shipping_VIE/status/1753070396482716073)  2024-02-01T14:58Z 12.6K followers, [----] engagements


"$ECO/$OET - Announced [--] new financing transactions: - Executed purchase option for its Suezmax Milos with a new facility at SOFR +175 - Amended its sales leaseback facility for [--] VLCCs to extended maturities and lower margin to SOFR +200 - New sales leaseback for its VLCC at SOFR +190"  
[X Link](https://x.com/Shipping_VIE/status/1753391401059107313)  2024-02-02T12:14Z [----] followers, [----] engagements


"6 VIE covered firms report earnings this upcoming week: - Tues: $DHT (after market) - Wed: $CMRE $FLNG #2020 - Thurs: $GCC $HAUTO"  
[X Link](https://x.com/Shipping_VIE/status/1753829238648779252)  2024-02-03T17:14Z [----] followers, [----] engagements


"$GCC: - Sells its mid-size [----] carrier Viking Amber for $64.6M. GCC releases earnings this Thursday. Currently +2% in Oslo trading"  
[X Link](https://x.com/Shipping_VIE/status/1754835933785121153)  2024-02-06T11:54Z [----] followers, [----] engagements


"$DHT Q4: - EPS $0.22 - [--] cent dividend - 83% of VLCC Q1 days booked at $50800 - 161.0M shares outstanding at 12/31"  
[X Link](https://x.com/Shipping_VIE/status/1755006595711562122)  2024-02-06T23:12Z 11K followers, [----] engagements


"Market Update: - Israel rejected the Hamas ceasefire proposal. - $ZIM jumped to +6% - $CMRE strong post earnings at +5% - Tankers jumped off the day lows to up 1-2%. $DHT +5% post earnings"  
[X Link](https://x.com/anyuser/status/1755315291436048632)  2024-02-07T19:39Z 14.7K followers, [----] engagements


"$SB Q4: - Adj EPS $0.25. - Above consensus and above our estimate of $0.14-$0.19 - TCE of $18231 - [--] Cent dividend - No shares repurchased"  
[X Link](https://x.com/Shipping_VIE/status/1757171087568429167)  2024-02-12T22:33Z 11.4K followers, [----] engagements


"$SBLK is holding their earnings call this morning at 11am EST. In their presentation theyve disclosed 70% of Q1 has been booked at a TCE of $19100 (compared to $18200 in Q4)"  
[X Link](https://x.com/Shipping_VIE/status/1757376297431613637)  2024-02-13T12:08Z [----] followers, [----] engagements


"VLCC FFAs continue to rally today up another 7%. BDTI also green: - BCTI: [----] (-7) - BDTI: [----] (+32) Strong day for tanker equities. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1758170962825265158)  2024-02-15T16:46Z 10.1K followers, [----] engagements


"Ex-Dividend dates this upcoming week for VIE covered firms: - Tues: $AGAS $0.65 $DHT $0.22 - Wed: $2020 $0.10 $GSL $0.375 - Thurs: $FLNG $0.75"  
[X Link](https://x.com/Shipping_VIE/status/1758852239320650147)  2024-02-17T13:53Z [----] followers, [----] engagements


"VIE covered firms releasing earnings this week: - Mon: $BELCO $RIG - Wed: $ESEA $GASS $GNK - Thurs: $NE $TNK $VAL - Fri: $DSX"  
[X Link](https://x.com/Shipping_VIE/status/1759209642054623512)  2024-02-18T13:33Z [----] followers, [----] engagements


"Serious situation in the Red Sea as a significant fire is reported on the bulker M/V Rubymar after it was struck by a Houthi missile earlier today. The crew have abandoned the vessel"  
[X Link](https://x.com/Shipping_VIE/status/1759404270439543167)  2024-02-19T02:27Z [----] followers, [----] engagements


"$VAL Q4: - AEBITDA $58M - Repurchased $50M shares in the qtr - Increased share repurchase program to $600M (from $300M) - Backlog of $3.9B as of 2/15/24"  
[X Link](https://x.com/Shipping_VIE/status/1760473261790683195)  2024-02-22T01:15Z 11K followers, [----] engagements


"Strong opening for $VAL after its Q4 report last night at +7%. $BORR -1% after its Q4"  
[X Link](https://x.com/Shipping_VIE/status/1760677132098007205)  2024-02-22T14:45Z [----] followers, [----] engagements


"VIE covered firms reporting earnings this week: - Tues (2/27): $MPCC $KNOP $DO - Wed (2/28): $CLCO $GOGL $SDRL - Thurs (2/29): $BWLPG $GLNG $FRO $ECO $INSW $NAT"  
[X Link](https://x.com/Shipping_VIE/status/1761739135528907027)  2024-02-25T13:05Z 10.1K followers, [----] engagements


"$EURN: - FourWorld Capital has filed a suit against CMB regarding its US takeover bid alleging disseminating materially false information"  
[X Link](https://x.com/Shipping_VIE/status/1762454160719659055)  2024-02-27T12:26Z 12.3K followers, [----] engagements


"Dirty tankers trading weak today. Reports that OPEC is considering extending cuts into Q2 and possibly longer. $FRO $ECO $DHT $TNK $INSW #OPEC+ will consider extending voluntary oil output cuts into the second quarter three OPEC+ sources told Reuters to provide additional support for the market and could keep them in place until the end of the year according to two of them. #oott #OPEC+ will consider extending voluntary oil output cuts into the second quarter three OPEC+ sources told Reuters to provide additional support for the market and could keep them in place until the end of the year"  
[X Link](https://x.com/Shipping_VIE/status/1762569235048579306)  2024-02-27T20:03Z 10.1K followers, [----] engagements


"$DHT News: As rumored by brokers confirms the order of [--] VLCC new builds for $128.5M/each delivery April-Dec [----]. Option for [--] addl VLCCs with [----] delivery. No change to its full dividend payout policy"  
[X Link](https://x.com/Shipping_VIE/status/1762809384479203366)  2024-02-28T11:58Z 10.8K followers, [----] engagements


"$ECO / $OET Q4: - Adj EPS $0.63 - Dividend of $0.66 - $45400 TCE in Q4 - Q1 TCE: 76% VLCC at $73900 and 88% Suezmax at $58800. - Conf Call 730am EST Thursday (Feb 28)"  
[X Link](https://x.com/anyuser/status/1763070265658048865)  2024-02-29T05:14Z 14.7K followers, [----] engagements


"$NAT Q4: - [--] cent Divi - Q1 spot TCE: 57% of days at $40690 - Q4 spot TCE $41580"  
[X Link](https://x.com/Shipping_VIE/status/1763185293933633752)  2024-02-29T12:51Z [----] followers, [----] engagements


"$INSW Q4 - Adj EPS $2.20 - 60% Divi payout: $1.32/share - Acquiring [--] MRs for $232M"  
[X Link](https://x.com/Shipping_VIE/status/1763187125410021600)  2024-02-29T12:59Z [----] followers, [----] engagements


"OPEC+ just announced it is extending cuts through end of June [----]. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/anyuser/status/1764293902687977774)  2024-03-03T14:17Z 14.7K followers, [----] engagements


"Car Carriers down significantly in Oslo on news of possible EU retroactive traffics on imported Chinese EVs. - $HAUTO -8% - $WAWI -5% - $GCC -2%"  
[X Link](https://x.com/Shipping_VIE/status/1765372737672073502)  2024-03-06T13:43Z [----] followers, [----] engagements


"$NVGS Q4: - Adj EPS $0.32 - Q4 TCE of $28428 - [--] cent Divi and $.8M shares to be repurchased by March 31"  
[X Link](https://x.com/Shipping_VIE/status/1768019174272762122)  2024-03-13T20:59Z [----] followers, [----] engagements


"Tanker equities are strong in Friday European trading: - $DIS.MI +5% - $ECO +5% - $FRO +4%"  
[X Link](https://x.com/Shipping_VIE/status/1768597287012585920)  2024-03-15T11:17Z 10.1K followers, [----] engagements


"Rough US open for tankers as equities are down 2-4%. $FRO $TRMD are the worst performers. Will check back in a few hours sharp morning tanker dips have not been uncommon $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1770449141975445835)  2024-03-20T13:55Z 12.3K followers, 10.1K engagements


"$EURN: - Proposing a special dividend of $4.57. - Sold [--] old VLCCs. - Provides an update on their newbuilds"  
[X Link](https://x.com/Shipping_VIE/status/1770555958760218667)  2024-03-20T21:00Z 12.6K followers, [----] engagements


"Jefferies upgraded its VLCC rate forecast with the following rating actions: - $FRO upgraded to BUY (from Hold) with a $30 PT (from $22). - $DHT upgraded to BUY (from Hold) with a $14 PT (from $11)"  
[X Link](https://x.com/Shipping_VIE/status/1770775018370187439)  2024-03-21T11:30Z 10K followers, [----] engagements


"Tankers generally strong today driven by $FRO $TNP $DHT up 3-4%. $TNP sets its Q4 earnings date for March [--]. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1770872599012315502)  2024-03-21T17:58Z 11.1K followers, [----] engagements


"$EURN is the top shipping equity today up 9%. $GASS the leading decliner at -6%"  
[X Link](https://x.com/Shipping_VIE/status/1770894649822957804)  2024-03-21T19:26Z 12.3K followers, [----] engagements


"$EURN: - Announced it repurchased 4.7M shares this week. - Board has authorized up to 10M shares at a maximum price of $17.86"  
[X Link](https://x.com/Shipping_VIE/status/1771275659706310773)  2024-03-22T20:40Z 12.6K followers, [----] engagements


"Our macro lead @JamesCatlin76 released an updated members exclusive report on Panama and Suez Canal diversions and the latest impact to each shipping segment. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1772046123693482433)  2024-03-24T23:41Z [----] followers, [----] engagements


"Tragic news over night as a Maersk chartered container vessel lost power and collided with the Francis Scott Key bridge in Baltimore causing a total collapse. Baltimore bridge collapse: rescuers search water after ship collision"  
[X Link](https://x.com/Shipping_VIE/status/1772590464803147940)  2024-03-26T11:44Z [----] followers, [----] engagements


"$EURN - Repurchased 2.6M additional shares this week"  
[X Link](https://x.com/Shipping_VIE/status/1773808879660666995)  2024-03-29T20:26Z 12.6K followers, [----] engagements


"Broad market indices are RED but shipping having a good day lead by tankers up on average by 2%. $TNK the leader up 4%. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1774823973316137215)  2024-04-01T15:39Z 12.6K followers, [----] engagements


"Capesize index: [-----] (-2014). Capesize FFAs down sharply with front month contracts down over [----]. $NMM $SBLK $EGLE $BDRY $HSHP $GOGL $GNK $PANL $SB $SHIP"  
[X Link](https://x.com/Shipping_VIE/status/1775114745382584683)  2024-04-02T10:55Z 13.9K followers, [----] engagements


"Tanker FFAs very strong this morning: - Dirty +2-3% - Clean +3-5% $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1775137122875503029)  2024-04-02T12:24Z 11.4K followers, [----] engagements


"Very RED market day with the Russel [----] down 1.7%. Shipping holding up well so far with mild losses. $BDRY -8% and $ZIM -3% are at the bottom. $KNOP +2% and $EURN +1% on the top"  
[X Link](https://x.com/Shipping_VIE/status/1775172415947186277)  2024-04-02T14:44Z 12.3K followers, [----] engagements


"We recently updated our #shipping models with our Top Picks for April [----]. After today our long only models are +11.4% YTD - roughly 52% annualized πŸ’ͺ🀯 Into 9th Year: 43.7% IRR total return of over 19x. Learn more about our "expensive" research: https://seekingalpha.com/affiliate_link/vietwitter https://seekingalpha.com/affiliate_link/vietwitter"  
[X Link](https://x.com/Shipping_VIE/status/1775645710521929852)  2024-04-03T22:05Z [----] followers, [----] engagements


"Dry Bulk FFAs back down today with front month Capesize contracts down 1100-1600. Capesize Index: [-----] (-693) $NMM $SBLK $EGLE $BDRY $HSHP $GOGL $GNK $PANL $SB $SHIP"  
[X Link](https://x.com/Shipping_VIE/status/1775844077487182249)  2024-04-04T11:13Z 13.9K followers, [----] engagements


"Capesize index: [-----] (-665) Cape FFAs down 500-900 off earlier lows. Panamax / Supramax about flat. $SBLK / $EGLE merger vote today. $NMM $SBLK $EGLE $BDRY $HSHP $GRIN $GOGL $GNK $PANL $SB $SHIP"  
[X Link](https://x.com/Shipping_VIE/status/1776224952976630078)  2024-04-05T12:26Z 13.7K followers, [----] engagements


"Breaking M&A vote news $EGLE $SBLK merger approved. Closing by April [--] Check out our full dry bulk coverage at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1776237382087721194)  2024-04-05T13:16Z 13.9K followers, [----] engagements


"Events this week in Shipping: - Tues: $SBLK $EGLE merger closes - Tues: $HAFNI begins NYSE under $HAFN - Thurs: $GSL update"  
[X Link](https://x.com/Shipping_VIE/status/1776964901317300374)  2024-04-07T13:27Z 13.9K followers, [----] engagements


"Tankers having a RED Monday. However theyve pared some losses since being down over 2% earlier this morning. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1777348737452622164)  2024-04-08T14:52Z 11.1K followers, [----] engagements


"Offshore update: - In our latest weekly report we increased our fair value estimates for $DO $RIG $VAL and lowered for $BORR - $SDRL just announced their weekly repurchases of 187K shares. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1777440218179870859)  2024-04-08T20:55Z 10.4K followers, [----] engagements


"2020 Bulkers March update: - Total Divi of $1.79πŸ”₯ of which $1.68 is from the sale of [--] vessels. - TCE of $3500 in March - $HSHP declares a [--] cent Divi for March. [----] and $HSHP are part of our dry bulk coverage. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1777655292169204179)  2024-04-09T11:10Z [----] followers, [----] engagements


"$WAWI: Secures a large [--] year contract valued at over $1BπŸ”₯. Includes a 2-year extension option. Contract reflects current market rates. $GCC +3% $WAWI $GCC and $HAUTO are part of our in depth car carrier coverage. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1777660853296197901)  2024-04-09T11:32Z 13.7K followers, [----] engagements


"Another rough day for tanker equities down 1-4%. BDTI jumped +51 today to [----]. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1777728514420285542)  2024-04-09T16:01Z 12.8K followers, [----] engagements


"Our Q1 Crude tanker earnings outlook and estimates are out Covering $DHT $EURN $FRO $INSW $NAT $ECO $TNK $TNP Dirty FFAs strong this morning for the mid sized vessels: VLCC -1% Suezmax +2% Aframax +4-8% Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1778023773100507598)  2024-04-10T11:34Z 12.6K followers, [----] engagements


"$DHT provides a business update: Q1 TCE of $50900. Spot of $54000 Q2 42% of spot at $54200"  
[X Link](https://x.com/Shipping_VIE/status/1778519689385443783)  2024-04-11T20:25Z 11.1K followers, [----] engagements


"$FLNG announces a forward [---] day charter extension. $FLNG $CLCO $CPLP are part of our LNG coverage universe. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1778786821897625949)  2024-04-12T14:06Z 13.9K followers, [----] engagements


"Tankers start the day in the red down 1-1.5%. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1780246360190808266)  2024-04-16T14:46Z 12.9K followers, [----] engagements


"Weak day for Shipping in Europe with broad weakness. Leading decliners: - $DIS.MI -3.5% - $FRO -3.3% - $TRMD -2.5% - $GCC -2.5% Reversing the strong day in Europe yesterday"  
[X Link](https://x.com/Shipping_VIE/status/1780949547688304797)  2024-04-18T13:20Z 13.7K followers, [----] engagements


"We just published our exclusive Q1 Car Carriers earnings preview. We details the latest Red Sea disruptions earnings estimates key drivers dividend expectations etc $GCC $HAUTO report this Wednesday April [--] $WAWI Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1781680124502671414)  2024-04-20T13:43Z 13.7K followers, 11K engagements


"$GCC Q1 and Takeover Offer - Reported Q1 net profit of $1.08/share - In bigger news received a takeover offer from MSC for a total of NOK 272.69/share. Insiders have already agreed. Big news for shareholders and $GCC +24%"  
[X Link](https://x.com/Shipping_VIE/status/1783089661751247158)  2024-04-24T11:04Z 13.7K followers, 18.1K engagements


"$HAUTO Q1: - EPS $0.60 - Q1 volumes impacted by Red Sea diversions - Dividend of $0.5714 $HAUTO +6%. What a day for car carriers lead by $GCC. See our detailed coverage at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1783091744428736801)  2024-04-24T11:12Z 13.7K followers, [----] engagements


"$LPG declares a $1 dividend. Very standard. Reminder that $BWLPG debuts on the NYSE this Monday $AGAS will be the lone Oslo only VLGC. VLGC equities have had a strong April See our coverage at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1783451417262584010)  2024-04-25T11:02Z 10.1K followers, [----] engagements


"In mid-morning US trading top Shipping equities: - $ZIM +16% - $HSHP +5% - $EURN +3%"  
[X Link](https://x.com/Shipping_VIE/status/1783882234614976917)  2024-04-26T15:34Z 12.6K followers, [----] engagements


"Did you know VIE is in its 9th uninterrupted year of service Through Q1 our long only models are +11.4% YTD - roughly 52% annualized πŸ”₯. And April has continued strong Into our 9th Year: 43.7% IRR total return of over 19x. Learn more about our research and model portfolios at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/anyuser/status/1784225638733451594)  2024-04-27T14:18Z 14.7K followers, 15.5K engagements


"VIE covered firms reporting earnings this week: - Monday: $RIG $SB - Tuesday: $CPLP - Thursday: $VAL Our analysts post real-time feedback in our VIE Rocketchat shortly after all earnings releases. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1784562783339913664)  2024-04-28T12:38Z 13.9K followers, [----] engagements


"Solid Monday for shipping in Europe today. Top VIE covered advancers today: - $DIS.MIN+5% - $BWLPG +2% - $AGAS +2% Happy NYSE day to $BWLPG ($BWLP)"  
[X Link](https://x.com/Shipping_VIE/status/1784909634568151080)  2024-04-29T11:36Z 10.1K followers, [----] engagements


"VIE covered European shipping equities had a great April. Top Gainers over 20% πŸ₯³: - $MPCC +43% - $BWLPG +33% - $AGAS +31% - $GCC +29% - $HAUTO +27% - $WAWI +27% - $BELCO +20% Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1785340604425339021)  2024-04-30T16:09Z 13.7K followers, [----] engagements


"$VAL - Q1 EPS of $0.35 well ahead of estimates. After the earnings call we will issue our in depth post earnings analysis on VAL. $VAL currently +4% pre market. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1786003878649241713)  2024-05-02T12:04Z 10.4K followers, [----] engagements


"After a slow morning tankers have turned green in mid-day trading. Congrats to $INSW for another new [--] week high πŸ₯³. Check out our tanker picks and research at: $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1786445074446041120)  2024-05-03T17:17Z 12.6K followers, [----] engagements


"Busy week of Shipping/Offshore earnings covered by VIE: Mon: $NE Tues: $DO Wed: [----] $ASC $BELCO $DIS.MI $EURN $GNK $INSW $TRMD $WAWI Thurs: $TNK $TK $STNG $PANL Fri: $OSG No sleep for our analysts this week especially Wednesday Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1787105571000471836)  2024-05-05T13:02Z 13.7K followers, [----] engagements


"BW Group reports more sales of $DHT shares. These shares were issued as part of VLCC purchases [--] years ago during the Tanker dark years"  
[X Link](https://x.com/Shipping_VIE/status/1787908734532076029)  2024-05-07T18:13Z 11K followers, [----] engagements


"$EURN Q1: - Adj EPS $0.44 which excludes $407M of gains - Proposing an additional $1.15 dividend"  
[X Link](https://x.com/Shipping_VIE/status/1788173517437243830)  2024-05-08T11:46Z 12.9K followers, [----] engagements


"Its been a very busy morning in our real-time RocketChat discussing all the earnings reports and latest shipping news. Despite the Russell down nearly 1% generally a strong shipping day. Check out more info on our chat and earnings reports at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1788205997884047738)  2024-05-08T13:55Z 10.1K followers, [----] engagements


"Tankers going wild in mid day trading🀯 - $ASC now up 15% - $INSW +7% - $TNK +4% - $TRMD +3.5% $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1788251832814542910)  2024-05-08T16:57Z 10.8K followers, [----] engagements


"Strong open for shipping: - $TNK +8% πŸš€ - $ZIM +7% πŸš€ - $TK +6% πŸš€ Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1788567847113023853)  2024-05-09T13:52Z 12.3K followers, [----] engagements


"Tankers continue their hot streak this morning and a number of new [--] week highs: $STNG $TNK $FRO $HAFN Post we earnings we have updated our Fair Value estimates for: $ASC $INSW $DIS.MI $TRMD Learn more: $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1788934086708621624)  2024-05-10T14:08Z 10.8K followers, [----] engagements


"Stellar week in shipping with massive equity gains off of strong earnings reports and strong shipping sentiment. Top [--] VIE Performers: - $ZIM +36% - $ASC +17% - $DIS.MI +15% - $EURN +15% - $INSW +9% Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1789291744171057643)  2024-05-11T13:49Z 12.6K followers, [----] engagements


"Upcoming VIE covered shipping/offshore earnings this week: - Tues (5/14): $NMM $DHT $SDRL $SFL - Wed (5/15): $AGAS $HAFNI $NVGS - Thurs (5/16): $ECO $GSL Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1789633495268212886)  2024-05-12T12:27Z 11K followers, [----] engagements


"More [--] week highs hit today: - $TRMD +3% - $GSL +2.75% - $EURN +2% - $ZIM +2% $NMM struggling post earnings and down 7%. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1790395168707027023)  2024-05-14T14:54Z 13.6K followers, [----] engagements


"And add $ECO"  
[X Link](https://x.com/Shipping_VIE/status/1790396477963165883)  2024-05-14T14:59Z 10.8K followers, [---] engagements


"$DHT Q1: - EPS of $0.29 - Dividend of $0.29 - Q2 Coverage: 78% at $47000 (both spot and period charters)"  
[X Link](https://x.com/Shipping_VIE/status/1790479186626519516)  2024-05-14T20:27Z 11.1K followers, [----] engagements


"Shipping in the US had a slow start but has since improved and a number of new [--] week highs hit $DAC $FRO $GLNG $ASC $DHT $TNK $TRMD Etc"  
[X Link](https://x.com/Shipping_VIE/status/1790779973839818757)  2024-05-15T16:23Z 11K followers, [----] engagements


"$ECO Q1: - EPS of $1.23 - $1.10 dividend - 82% of Q2 VLCC days at $75900; 57% of Suezmax at $60800 πŸ”₯"  
[X Link](https://x.com/anyuser/status/1790958730349343131)  2024-05-16T04:13Z 14.7K followers, [----] engagements


"$SDRL: Big news this morning - Sells [--] JU rigs for $338M - Authorizes an addl $500M share repurchase post closing. SDRL is part of our expanded offshore coverage including $BORR $DO $RIG $NE $VAL Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1791065728575291403)  2024-05-16T11:18Z 10.4K followers, [----] engagements


"Strong day for Shipping in the U.S with a large number of new [--] week highs Some of the VIE covered highs: $CMRE $FRO $EURN $DHT $FRO $GSL $TNK $ASC $HSHP Congrats to all Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1791117321073037712)  2024-05-16T14:43Z 13.6K followers, [----] engagements


"Another strong day for tankers with gains of +1-3%. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1792581725308043667)  2024-05-20T15:42Z 11K followers, [----] engagements


"$CLCO Q1: - Adj NI $28.7M EPS $0.53 (excl hedge gains) - [--] cent Divi - [--] dry dock in Q2 [--] in Q3"  
[X Link](https://x.com/Shipping_VIE/status/1793248416572781049)  2024-05-22T11:51Z 10.3K followers, [----] engagements


"$WAWI: - Selling its Melbourne auto terminal for AUD 332M (around $220M in USD). We will be reevaluating our fair value estimates based on this sale. $WAWI top shipping gainer today up 7% πŸ”₯ Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1795067381007487405)  2024-05-27T12:19Z 10.3K followers, [----] engagements


"$GLNG Q1: - AEBITDA $64M - [--] cent Divi - FLNG framework agreement has advanced further to full contract negotiations. Possible [--] year term with a [----] start up date. - Gimi: Agreement reached to resolve pre COD cash flows with BP and KOS. Further earnings insights available in our members discussion board Rocket Chat. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1795416459725947074)  2024-05-28T11:26Z 10.3K followers, 10.6K engagements


"To celebrate our 9th anniversary we are running a special for the next [--] days with a $199 trial month + 30% off the first year Come check out all our service has to offer: - Extensive coverage of [--] shipping/offshore firms - Real time analytics - Our message board Rocket Chat with all real time shipping and equity news. - Model Portfolios: Up over 26% YTD and 44% IRR over our [--] years - Access to the [--] VIE staff/analysts http://subscriptions.seekingalpha.com/lp_mp_vie_9_yearsig_aff=true http://subscriptions.seekingalpha.com/lp_mp_vie_9_yearsig_aff=true"  
[X Link](https://x.com/Shipping_VIE/status/1796167901671735458)  2024-05-30T13:12Z 10.4K followers, 14.5K engagements


"We will update our #shipping models with Top Picks for June [----] next week. To celebrate our 9y anniversary we are offering 1-month trials for just $199 + 30% off the 1st year Our past 9y IRR is 44.9%. How does that compare See below Learn more: http://subscriptions.seekingalpha.com/lp_mp_vie_9_yearsig_aff=true http://subscriptions.seekingalpha.com/lp_mp_vie_9_yearsig_aff=true"  
[X Link](https://x.com/Shipping_VIE/status/1796469263500452214)  2024-05-31T09:10Z 10.4K followers, [----] engagements


"From the OPEC+ meeting this morning the voluntary cuts have been extended through Q3. Then the cuts will gradually unwind (and production increase) from Q4 [----] through September [----]. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI The [---] mb/d of voluntary cuts extended by [--] quarter. then production will start increasing #OPEC #Oil https://t.co/G84yqB9rHk The [---] mb/d of voluntary cuts extended by [--] quarter. then production will start increasing #OPEC #Oil https://t.co/G84yqB9rHk"  
[X Link](https://x.com/Shipping_VIE/status/1797295583105032193)  2024-06-02T15:53Z 11K followers, [----] engagements


"RED opening for most shipping equities in the U.S.: - $CLCO -7% - $HSHP -3% - $HAFN -3% - $BWLP -3% - $ECO -3% However there are strong gainers: - $KNOP +6% - $ESEA +8%"  
[X Link](https://x.com/Shipping_VIE/status/1797995556327092326)  2024-06-04T14:15Z 11K followers, [----] engagements


"$ZIM is volatile pre market. Last night $KEN sold a 5M block (and a 5M collar with Citi). Citi also downgraded ZIM to sell with a $13 PT (was $11.60)"  
[X Link](https://x.com/Shipping_VIE/status/1798680681616404794)  2024-06-06T11:37Z 10.8K followers, [----] engagements


"Shipping down in Europe today. Biggest VIE-covered movers: $HAUTO -6% $WAWI -3% $HSHP -3% $2020B -3%"  
[X Link](https://x.com/Shipping_VIE/status/1799042458166407266)  2024-06-07T11:35Z 13.7K followers, [----] engagements


"Offshore has a rough week due to the fall in Oil after the OPEC+ meeting with losses generally around 5-10%. As part of our in depth offshore coverage we just issued a detailed report on $NE and our latest earnings estimates and PT expectations. $RIG $VAL $SDRL $BORR $DO Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1799784399585870005)  2024-06-09T12:43Z 11K followers, [----] engagements


"Looks like we issued our $NE report a day too early Big M&A news this morning as $NE is acquiring $DO for a combination of cash and stock. $NE also raising its quarterly dividend to [--] cents. Learn more: https://seekingalpha.com/affiliate_link/VIE Offshore has a rough week due to the fall in Oil after the OPEC+ meeting with losses generally around 5-10%. As part of our in depth offshore coverage we just issued a detailed report on $NE and our latest earnings estimates and PT expectations. $RIG $VAL $SDRL $BORR $DO https://t.co/Iba7s6wXth https://seekingalpha.com/affiliate_link/VIE Offshore"  
[X Link](https://x.com/Shipping_VIE/status/1800123321885086001)  2024-06-10T11:10Z 10.4K followers, [----] engagements


"Very strong open for Offshore with the blockbuster $NE $DO merger news $SDRL $RIG $VAL"  
[X Link](https://x.com/Shipping_VIE/status/1800165298815082520)  2024-06-10T13:57Z 11K followers, [----] engagements


"Rough opening for shipping equities in the US consistent with the downtrend in Asian and European markets. Top decliners: $ZIM -15% $HAFN -5% $GOGL -5% Almost all remaining shipping equities down 2-4%"  
[X Link](https://x.com/Shipping_VIE/status/1800532056298213836)  2024-06-11T14:14Z 13.7K followers, [----] engagements


"Weak open for US Shipping equites with tankers leading down: $HAFN -4% $ECO -4% $FRO -3% $BWLP also weak at -4%"  
[X Link](https://x.com/Shipping_VIE/status/1801255173156900909)  2024-06-13T14:07Z 11K followers, [----] engagements


"Widespread down day for shipping in Europe today. Biggest VIE-covered decliners: $AGAS -5% $BWLPG -4% $HSHP -4% $MPCC -3% $2020B -3%"  
[X Link](https://x.com/Shipping_VIE/status/1801580517751742533)  2024-06-14T11:40Z 13.7K followers, [----] engagements


"Another rough shipping day. Russell [----] has dipped to negative YTD at -2%. $CPLP $NMM $FRO $GOGL down 3-4%"  
[X Link](https://x.com/Shipping_VIE/status/1801634249633923074)  2024-06-14T15:14Z 13.9K followers, [----] engagements


"$STNG Business update: - Recently repurchased 641K shares at an avg of $78.26. - Provided the following Q2 TCE update: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1802658122185724393)  2024-06-17T11:02Z 11.7K followers, [----] engagements


"FBX hit a new [--] month high today: - FBX: [----] (+164) Up nearly 8% in [--] days this week. Charter market equally as strong. $ZIM $DAC $GSL $CMRE Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1803054976526422019)  2024-06-18T13:19Z 10.5K followers, [----] engagements


"Shipping is green in Europe. Top VIE-covered movers: $MPCC +5% $GOGL +2% $HAUTO +2% $2020B +1.6%"  
[X Link](https://x.com/Shipping_VIE/status/1803758942453199192)  2024-06-20T11:56Z 13.7K followers, [----] engagements


"Strong U.S. open for Shipping. Top VIE-covered gainers: $KNOP +12% $ZIM +6% $ESEA +3% $GOGL +3%. $TNP weak after earnings at -5%"  
[X Link](https://x.com/Shipping_VIE/status/1803792571812208757)  2024-06-20T14:10Z 13.7K followers, [----] engagements


"Shipping mainly green in Europe. Top VIE-covered movers: $WAWI +4% $TRMD +2.3% $DIS.MI +2% $AGAS $BELCO +1.7% Only dry bulk is (slightly) down"  
[X Link](https://x.com/Shipping_VIE/status/1805202646439182444)  2024-06-24T11:33Z 13.7K followers, [----] engagements


"$SDRL: Completes sale of its JU Rigs for $338M $SDRL is part of our offshore coverage along with $BORR $RIG $VAL $NE Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1805667448286593051)  2024-06-25T18:20Z 11K followers, [----] engagements


"Strong day for the Capesize index: [-----] (+1288) FFAs also strong with July Capes +1500 and Q3 +900. $NMM $SBLK $BDRY $HSHP $GRIN $GOGL $GNK $PANL $SB $SHIP"  
[X Link](https://x.com/Shipping_VIE/status/1805919842719199272)  2024-06-26T11:03Z 10.6K followers, [----] engagements


"Our team is back from a very busy Marine Money week and ended up meeting with [--] shipping firms and were left with some strong impressions Last year $SFL and $DIS.MI most impressed us which both had significant gains. We just published this years Marine Money review for our members and find out who impressed us the most at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1807740141076955241)  2024-07-01T11:36Z 11.4K followers, [----] engagements


"A bit of a mixed day for Shipping equities but ended strongly and mainly green. Top VIE-covered advancers: $ESEA +8% $SB +2.7% $NMM +2.3% $ECO +2.3% $CMRE +2.0% $TRMD +2.0%"  
[X Link](https://x.com/Shipping_VIE/status/1808233810267721881)  2024-07-02T20:18Z 11K followers, [----] engagements


"$SFL: Confirms a newbuild order for [--] container vessels for $1B with a [----] delivery. [--] year charters attacked worth at least $1.2B"  
[X Link](https://x.com/Shipping_VIE/status/1808461159366111620)  2024-07-03T11:21Z 11.4K followers, [----] engagements


"Shipping equities are weak again in Europe with possible ceasefire talks back in the news. Biggest VIE-covered movers: $HSHP -2% $2020B -2% $TRMD -2% $WAWI -2%"  
[X Link](https://x.com/Shipping_VIE/status/1809197769527357641)  2024-07-05T12:08Z 13.7K followers, [----] engagements


"Rough day for shipping equities with the latest ceasefire rumors. Shipping down across the board. Containers and dry bulk the weakest. $ZIM -7% $GSL -5% $HSHP $PANL -4% $GLNG strong off its huge contract news"  
[X Link](https://x.com/Shipping_VIE/status/1809243896096170028)  2024-07-05T15:12Z 10.7K followers, [----] engagements


"$HSHP June update: - [--] cent Divi - TCE $36400"  
[X Link](https://x.com/Shipping_VIE/status/1810635259811430497)  2024-07-09T11:21Z 10.7K followers, [----] engagements


"Strong morning for dry bulk with FFAs green across the board and Aug and Sept Capes +1000. Capesize index: [-----] (+797) 2020B +3% in Europe today"  
[X Link](https://x.com/Shipping_VIE/status/1811001046204035226)  2024-07-10T11:34Z 13.7K followers, [----] engagements


"Mainly green open for shipping in the U.S. Top advancers: $ESEA +3.5% $EURN +3% $TEN $TNK +2%"  
[X Link](https://x.com/Shipping_VIE/status/1811051250789806502)  2024-07-10T14:54Z 13.8K followers, [----] engagements


"$DHT update: - Q2 TCE came in at $49100 (spot was $52700) - Q3 Spot TCE: 48% at $45600 Also announced a [--] year time charter at $49500. See our full tanker Q2 outlook at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1811495797873381485)  2024-07-11T20:20Z 11.1K followers, [----] engagements


"Mixed US open for shipping: $BWLP -5% $ZIM -4% $CPLP -3% Most other shipping equities within +1% to -1%"  
[X Link](https://x.com/Shipping_VIE/status/1811764073824157906)  2024-07-12T14:06Z 13.9K followers, [----] engagements


"$SDRL hit a [--] week high today. SDRL is part of our extensive offshore coverage and analysis. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1812851318173859969)  2024-07-15T14:06Z 11.5K followers, [----] engagements


"Moderate gains for shipping today with the Russell strong. Top movers in the U.S.: $SFL +2% $HSHP +2% $PANL +2% $TK +1.7% $CLCO +1.7%"  
[X Link](https://x.com/Shipping_VIE/status/1813232670505378049)  2024-07-16T15:22Z 12.6K followers, [----] engagements


"Tankers continue to struggle to gain traction. $STNG $ECO $INSW -1.5%. $FRO up 0.5%"  
[X Link](https://x.com/Shipping_VIE/status/1813940267143328040)  2024-07-18T14:13Z 11K followers, [----] engagements


"$VAL: New contract award for DS-17. The estimated total contract value is approximately $498 million inclusive of MPD additional services and fees for mobilization and minor rig upgrades. The contract has an estimated total duration of [---] days"  
[X Link](https://x.com/Shipping_VIE/status/1815370070652326154)  2024-07-22T12:55Z 11K followers, [----] engagements


"Very strong day for tankers with gains of 3-6%. $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/anyuser/status/1815447933346787585)  2024-07-22T18:04Z 14.7K followers, [----] engagements


"$SDRL: 249K shares repurchased in the past week"  
[X Link](https://x.com/Shipping_VIE/status/1815481039638479121)  2024-07-22T20:16Z 11.6K followers, [----] engagements


"$SFL announces an equity raise of 8M shares. Price TBD"  
[X Link](https://x.com/Shipping_VIE/status/1815847502169661492)  2024-07-23T20:32Z 12.7K followers, [----] engagements


"Weak morning for US indices and shipping. S&P -1.4%. Top shipping movers: $SFL -13% $TRMD -4% $DHT -3% $ECO -3%"  
[X Link](https://x.com/Shipping_VIE/status/1816113173797490842)  2024-07-24T14:08Z 11.1K followers, [----] engagements


"After a very weak US session yesterday shipping mainly down in Europe. Top movers; $DIS.MI -2% $HSHP -2% $CLCO -2% $HAFNI -1.7% $MPCC is strong at +3.5%"  
[X Link](https://x.com/Shipping_VIE/status/1816446102008484199)  2024-07-25T12:11Z 13.7K followers, [----] engagements


"Offshore having a strong day off of $RIG fleet report last night. $RIG +6.5% $VAL +2.5% We published our updated $RIG analysis this morning based on its fleet status developments. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1816482390229066076)  2024-07-25T14:35Z 11K followers, [----] engagements


"Offshore is having another good day. New ATH for $VAL Earnings kick-off next week We will update all our analysis as earnings are released. Learn more: $RIG $VAL $NE $BORR $SDRL https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1816837569784799251)  2024-07-26T14:06Z 11K followers, [----] engagements


"Busy upcoming week for VIE earnings reports: Mon: $SB Tues: $STNG Wed: $ASC $CMRE $DSX $NE $RIG Thurs: $LPG $DIS.MI $TNK $VAL We include our immediate earnings reactions real time in our members Rocket Chat discussion board. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1817193150953529847)  2024-07-27T13:39Z 11K followers, [----] engagements


"$SB Q2: - Adj EPS $0.17 - EPS $0.24 including vessel gains - [--] cent Divi - TCE $18650"  
[X Link](https://x.com/Shipping_VIE/status/1818016549715984747)  2024-07-29T20:11Z 10.9K followers, [----] engagements


"$VAL: Issued its updated fleet status report. $715M of new backlog since its prior report including the previously disclosed DS-17 award"  
[X Link](https://x.com/Shipping_VIE/status/1818117493392920651)  2024-07-30T02:52Z 11K followers, [----] engagements


"Mixed day for Shipping. Dry Bulk under performing tankers out performing lead by $STNG at +4% after its earnings. $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1818312400048963667)  2024-07-30T15:47Z 11.1K followers, [----] engagements


"$DSX Q2: - Loss of $0.04 - Cash Divi of $0.075"  
[X Link](https://x.com/Shipping_VIE/status/1818628428515696821)  2024-07-31T12:43Z 10.8K followers, [----] engagements


"Strong day for Offshore with gains of +5%. Follow our offshore coverage for $RIG and $NE earnings tonight and $VAL tomorrow. $BORR $DO $NE $RIG $SDRL $TDW $VAL"  
[X Link](https://x.com/Shipping_VIE/status/1818722917519442044)  2024-07-31T18:58Z 11.6K followers, [----] engagements


"$VAL very strong post earnings and hit a new high"  
[X Link](https://x.com/Shipping_VIE/status/1819004661619364109)  2024-08-01T13:38Z 11.1K followers, [----] engagements


"Very RED broad market and shipping today. Russell -3.2% Top decliners: $TNK -6% $CMRE -5% $CMBT -5% Most other shipping equities down 1-4%"  
[X Link](https://x.com/Shipping_VIE/status/1819062057544880638)  2024-08-01T17:26Z 12.6K followers, [----] engagements


"Super tough market day all around. Shipping performing slightly better overall than the Russell at -3.9%. Tankers the weakest. $ECO -5.5% Containers -2%. Dry Bulk -2-3%"  
[X Link](https://x.com/Shipping_VIE/status/1819385226247680247)  2024-08-02T14:50Z 11K followers, [----] engagements


"Another busy week of shipping/offshore earnings coming up: Mon: $DAC $GSL $SDRL Tues: $ESEA Wed: $GNK $SBLK $INSW Thurs: $PANL $CMBT Fri: $ECO"  
[X Link](https://x.com/Shipping_VIE/status/1819725786708152670)  2024-08-03T13:23Z 12.6K followers, [----] engagements


"Global market sell-off has lead to a down day for shipping in Europe however equities well off their opening lows. Top movers: $HSHP -5% $OET -5% $CLCO -4% $BELCO -4% $GOGL -4%"  
[X Link](https://x.com/Shipping_VIE/status/1820410709781762508)  2024-08-05T10:45Z 13.7K followers, [----] engagements


"Weak broad markets continue with the Russell -4.3%. Most shipping equities down 2-5%. Containers faring the best at -1% $DAC $ZIM $CMRE $GSL $ESEA"  
[X Link](https://x.com/Shipping_VIE/status/1820476951423062286)  2024-08-05T15:08Z 10.8K followers, [----] engagements


"$DAC Q2 - $900M of charter backlog added. $3.2B total - [--] cent Divi - Adj EPS $6.78 ($7.23 incl gains) - Still holds $SBLK Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1820562803713065204)  2024-08-05T20:49Z 11.4K followers, [----] engagements


"$ESEA Q2: - Adj EPS $4.92 - [--] cent Divi - 75% charter coverage for next [--] months"  
[X Link](https://x.com/Shipping_VIE/status/1820808593580703750)  2024-08-06T13:06Z 10.8K followers, [----] engagements


"Big dividend payers $SBLK and $INSW are next up for earnings tomorrow. Both have struggled with the month long shipping down turn down 12% in the past month. Will their divis bring back investors"  
[X Link](https://x.com/Shipping_VIE/status/1820873133529952259)  2024-08-06T17:22Z 11.4K followers, [----] engagements


"$INSW Q2: - $2.37 Adj EPS (excl vessel gains) - $1.50 Divi - LTV 14% - Lowered fleet age by [--] year with sales of old vessels and its MR resale acquisition We estimated adj EPS $2.20-$2.30 in our tanker preview so a beat from our analysis. See further insights at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1821139072993341786)  2024-08-07T10:59Z 11K followers, [----] engagements


"$SBLK: - Reports Adj EPS $0.78 - Dividend of $0.70 - Firsr combined quarter with EGLE"  
[X Link](https://x.com/Shipping_VIE/status/1821279530709086220)  2024-08-07T20:17Z 11.6K followers, [----] engagements


"$CMBT Q2: - AEBITDA $146M - Fleet transition still in progress"  
[X Link](https://x.com/Shipping_VIE/status/1821503474917687537)  2024-08-08T11:07Z 12.6K followers, [----] engagements


"Shipping down in Europe today lead by continued tanker weakness: - $DIS.MI -3% - $FRO -2.5% - $HAFN -1.7% - $OET -1.7%"  
[X Link](https://x.com/Shipping_VIE/status/1821508558707724595)  2024-08-08T11:27Z 11.6K followers, [----] engagements


"$ECO Q2 just released: - EPS $1.23 - $1.10 Dividend - Fleet TCE of $64900 - For Q3 53% of Suezmax at $58000. 58% VLCC at $46100 In our crude tanker preview we estimated EPS of $1.14-$1.24 and a dividend of $1.00-$1.10 Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1821762047623008374)  2024-08-09T04:14Z 11.5K followers, [----] engagements


"Strong day for shipping even with the Russell down 1.0%. Top movers: $ESEA +6% $DSX +5% $SB +4% $SBLK +3%"  
[X Link](https://x.com/Shipping_VIE/status/1823026968129913202)  2024-08-12T16:01Z 11.4K followers, [----] engagements


"Upcoming earnings: - $DHT after market today - Tues: $WAWI - Wed: 2020B $BORR $FLNG $HAUTO $NVGS $SFL - Thurs: $GLNG $TRMD - Fri: $HSHP"  
[X Link](https://x.com/Shipping_VIE/status/1823045700466221078)  2024-08-12T17:15Z 13.7K followers, [----] engagements


"$SDRL: Higher share repurchases this week: 515300"  
[X Link](https://x.com/Shipping_VIE/status/1823090303059796115)  2024-08-12T20:12Z 11.8K followers, [----] engagements


"$DHT just reported its Q2 - EPS and dividend of $0.27 - Q3 TCE coverage: 81% of days at $40700"  
[X Link](https://x.com/Shipping_VIE/status/1823092275661959258)  2024-08-12T20:20Z 11.4K followers, [----] engagements


"Mixed and quiet session for shipping in Europe. Top movers: $GOGL +2.5% $WAWI +1.5% $BWLPG -2.5% $AGAS -2%"  
[X Link](https://x.com/Shipping_VIE/status/1823340192058769847)  2024-08-13T12:45Z 13.7K followers, [----] engagements


"Mixed day for shipping during mid-day trading. Tankers under performing. Top movers: $ZIM +3.3% $DHT -3% $ESEA -3% (after a very strong Monday)"  
[X Link](https://x.com/Shipping_VIE/status/1823395494535835752)  2024-08-13T16:25Z 11.4K followers, [----] engagements


"$SFL Q2 - EPS $0.16 (impacted by Rig repairs and mobilization) - Divi of $0.27 - A number of new backlog charters ($4.9B of backlog) See further insights at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1823681016386740578)  2024-08-14T11:20Z 11.5K followers, [----] engagements


"$HAUTO Q2: - EPS $0.70 (excluding def tax gain) - Divi $0.6657/share - Q3 outlook expected to be in-line with Q2. $HAUTO +2% and $WAWI +4% (positive analyst notes) See further insights and analyst comments in our live feed Rocket Chat discussion board Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1823682685283525058)  2024-08-14T11:26Z 11.5K followers, [----] engagements


"$FLNG Q2 Results - Divi constant at [--] cents - Adj EPS $0.56 (Results impacted by a heavy dry dock Qtr) - Refi of the $375M credit facility $CLCO reports end of month"  
[X Link](https://x.com/Shipping_VIE/status/1823693786545090707)  2024-08-14T12:10Z 11.5K followers, [----] engagements


"Broad market has turned solidly RED with the Russell down over .80%. However tankers are out performing and having a good day: $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1823733242819924226)  2024-08-14T14:47Z 11.4K followers, [----] engagements


"$NVGS Q2: - Adj EPS $0.34 - [--] cent Divi - $2.3M shares to be repurchased in Q3 as part of capital return program (in addition to the 3.5M repurchased at $14.52 from the BW offering) - TCE $29550 See further real time feedback at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1823821465944555651)  2024-08-14T20:38Z 11.5K followers, [----] engagements


"$BORR Q2 released: - AEBITDA $136.4M - [--] cent Divi - [----] mainly fully contracted - [----] 73% contracted Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1823825566489088292)  2024-08-14T20:54Z 11.5K followers, [----] engagements


"Positive start for tankers up 1-2.5%. VLCC FFAs up [--] days in a row. $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1824096578283708674)  2024-08-15T14:51Z 11.4K followers, [----] engagements


"In mid-day trading tankers have increased their gains with a strong broad market. Most tankers up 2-5%. $FLNG and $LPG also strong at +4%. BLPG index jumped up 27% today. Learn more: $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1824135358310912331)  2024-08-15T17:25Z 11.4K followers, [----] engagements


"$HSHP Q2: - EPS $0.16 - [--] cent Divi declared for July - Fleet of [--] fully on the water"  
[X Link](https://x.com/Shipping_VIE/status/1824398174603317671)  2024-08-16T10:49Z 11.5K followers, [----] engagements


"$ZIM Q2 smashes expectations: $3.08 EPS and [--] cent dividend Raises [----] guidance to $2.6B-$3.0B EBITDA. See our members rocket chat discussion board for real time analysis. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/anyuser/status/1825490059170308113)  2024-08-19T11:08Z 14.7K followers, [----] engagements


"$BWLP Q2: - Adjusted EPS $0.58 - Q3 TCE: 86% at $43000 - [--] cent Divi"  
[X Link](https://x.com/Shipping_VIE/status/1826574032298541310)  2024-08-22T10:56Z 11.5K followers, [----] engagements


"$SDRL: Latest 13D/A from Elliot:"  
[X Link](https://x.com/Shipping_VIE/status/1826748389830393926)  2024-08-22T22:28Z 11.8K followers, [----] engagements


"$HAFN Q2: - EPS $0.51 - Dividend of $0.4049 (based on a 21.3% leverage ratio) - Solid Q3 TCE guidance: 72% at $34900. See our product tanker coverage at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"  
[X Link](https://x.com/Shipping_VIE/status/1826934896797098261)  2024-08-23T10:49Z 12K followers, [----] engagements


"$NVGS: Newbuild order for [--] [-----] cubic meter gas carriers. $102.9M per vessel. Mid [----] delivery"  
[X Link](https://x.com/Shipping_VIE/status/1826937123519467915)  2024-08-23T10:58Z 13.6K followers, [----] engagements


"Strong broad markets with Powell stating its time time to cut rates. Shipping strong. $BWLP +7% Tankers up +2-4% $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1826992622025765363)  2024-08-23T14:39Z 11.4K followers, [----] engagements


"After a rough few weeks offshore rallying today. $BORR $DO $NE $RIG $SDRL $TDW $VAL"  
[X Link](https://x.com/Shipping_VIE/status/1827002528535584817)  2024-08-23T15:18Z 12K followers, [----] engagements


"Last weeks earnings had a good week of gains: $NMM +13 $ZIM +6% $BWLP +4% $HAFN +3%"  
[X Link](https://x.com/Shipping_VIE/status/1827685512548847716)  2024-08-25T12:32Z 12K followers, [----] engagements


"Strong open for shipping with 95% of equities up Tankers leading the way up with gains around 2% and higher. $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"  
[X Link](https://x.com/Shipping_VIE/status/1828070895979733253)  2024-08-26T14:04Z 11.6K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Shipping_VIE Avatar @Shipping_VIE Value Investor's Edge

Value Investor's Edge posts on X about $fro, $trmd, $eco, $dht the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [------] +153%
  • [--] Month [-------] +8.80%
  • [--] Months [-------] -22%
  • [--] Year [---------] -13%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] -63%
  • [--] Months [---] -6.90%
  • [--] Year [---] +27%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.26%
  • [--] Month [------] +1.30%
  • [--] Months [------] +6.60%
  • [--] Year [------] +15%

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

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies finance stocks countries currencies travel destinations exchanges us election automotive brands

Social topic influence $fro, $trmd, $eco, $dht, $insw, $stng, $hshp, $sblk, $hafni, $tnk

Top accounts mentioned or mentioned by @jamescatlin76 @capitallinkship @climentmolins @splash247 @rowdyruss22 @marketfodder @hkuppy @originalbraila @diacae @aasengardet @moneyshow @edfin @joeriwestland @judahrhodie @olaharaldmoen1 @maersk @ed_eichman

Top assets mentioned Frontline Ltd. (FRO) TORM plc Class A Common Stock (TRMD) Okeanis Eco Tankers Corp. (ECO) dHedge DAO (DHT) International Seaways, Inc. Common Stock (INSW) Scorpio Tankers Inc. (STNG) Star Bulk Carriers Corp. (SBLK) ARDMORE SHIPPING CORPORATION (ASC) Golden Ocean Group Limited Common Stock (GOGL) Tokenomy (TEN) ZIM Integrated Shipping Services Ltd. (ZIM) EURONAV NV (CMBT) Hafnia Limited (HAFN) Validity (VAL) Borr Drilling Limited (BORR) Transocean LTD. (RIG) Noble Corporation (NE) Seadrill Limited (SDRL) Cool Company Ltd. (CLCO) BW LPG Limited (BWLP) Golar LNG Ltd (GLNG) Danaos Corporation (DAC) EURONAV NV (EURN) Tidewater, Inc. (TDW) Costamare Inc. (CMRE) Gasspas (GASS) Divi (DIVI) Diana Shipping, Inc. (DSX) Costamare Bulkers Holdings Limited (CMDB)

Top Social Posts

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

"Votes are in $STNG most favored to reduce the most net shares (total net reduction in sharecount) during [----]. $SB $TK more distant in the poll. Other mentions included $GASS $TGH $USEA as well as for some wishful thinkers who mentioned $NMM $TNP $ZIM. Stay tuned Which #shipping stock will repurchase the greatest % of its shares outstanding during [----] Which #shipping stock will repurchase the greatest % of its shares outstanding during 2023"
X Link 2023-06-03T11:34Z [----] followers, 10.1K engagements

"$BWET (tanker futures) and BCTI (tanker spot index) up sharply last few weeks and the stocks have barely responded. Almost daily selloffs How long can this #shipping dislocation last"
X Link 2023-09-22T20:06Z [----] followers, [--] engagements

"Q3-23 is finally over How did the markets do this quarter -Russell 2000: -5.5% 😫 -Nasdaq: -4.1% 😰 -S&P 500: -3.6% πŸ₯΄ -VIE long only #shipping models: +12.7% βœ… We're up 42.3% YTD +55% in [----] and +133% in [----]. Learn more: http://vieresearch.com http://vieresearch.com"
X Link 2023-09-29T20:32Z 14.7K followers, 22.9K engagements

"Earnings season is here & #VIE is covering [--] firms across all #shipping segments: #Drybulk #Containers #LNG #LPG #Tankers & now #CarCarriers. Q3 Earnings previews are out with cash flow & #EPS estimates market overviews & expectations key focus questions and much more"
X Link 2023-10-25T23:30Z [----] followers, [----] engagements

"πŸ“ˆ Investing in crude #tankers Our Q3 #earnings preview covers $DHT $EURN $INSW $OET $NAT $TNK $FRO $TNP providing a thorough market overview peer comps and pricing action. Stay ahead of the curve #Investment #CrudeTankers #VIE"
X Link 2023-10-27T17:28Z [----] followers, [----] engagements

"🚒 Join Value Investor's Edge for an exclusive Live interview with Carlos Balestra di Mottola CFO of D'Amico Shipping. We review the overall product tanker market dynamics & also discuss capital allocation priorities for D'Amico. Don't miss out $DIS #shipping #tankers"
X Link 2023-11-02T14:05Z [----] followers, [----] engagements

"🚨Cyber Monday Sale 🚨 Value Investor's Edge Basic is available today only for a first-year discount of nearly 40% Our entry-level #shipping newsletter is normally $399/yr but for those who sign up today the first year is just $249 Learn more:"
X Link 2023-11-27T17:44Z [----] followers, [----] engagements

"Tune in for the final episode of our Fall [----] VIE Live Interview Series when J Mintzmyer hosts Randy Giveans from Navigator Holdings. We discuss the robust $NVGS balance sheet the impact of surging rates in VLGC markets and primary market risks. #Shipping"
X Link 2023-12-11T15:00Z [----] followers, [----] engagements

"Check out J Mintzmyer in the latest Public Seeking Alpha podcast discussing the underestimated potential of Scorpio #Tankers & Tsakos Energy. #Shipping"
X Link 2023-12-19T15:00Z 13.8K followers, [----] engagements

"Strong wording from the US to now avoid the Red Sea region until further notice. Our macro lead @JamesCatlin76 provides the disruption impacts in our exclusive member reports. Learn more: Things continue to escalate in the Red Sea forcing ships to take the long route around the Cape of Good Hope. Diplomacy faces a figurative long haul here as well. https://t.co/DzR2GLskk1 Things continue to escalate in the Red Sea forcing ships to take the long route around the Cape of Good Hope. Diplomacy faces a figurative long haul here as well. https://t.co/DzR2GLskk1"
X Link 2024-01-15T16:45Z [----] followers, [----] engagements

"We just published our Q4 earnings preview for the container sector including the impact of the continued Red Sea disruptions on the expected profitability of $ZIM and the latest cash projections for the Containership lessors. Include: $MPCC $DAC $GSL $CMRE $ZIM $ESEA Learn more:"
X Link 2024-01-15T19:58Z [----] followers, [----] engagements

"Another Red Sea attack occurred today with rumors that another Dry Bulk vessel was hit by a missile with minor reported damage. Learn more:"
X Link 2024-01-16T12:10Z [----] followers, [----] engagements

"Shell is the latest to indefinitely suspend Red Sea voyages - WSJ"
X Link 2024-01-16T13:08Z [----] followers, [---] engagements

"$SDRL - Active repurchases continue with 219K shares repurchased for $45.01 in the past week. We just published our first quarterly earnings preview for the offshore sector featuring $BORR $VAL $NE $DO $RIG $SDRL Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-01-16T14:21Z 10.8K followers, [----] engagements

"Despite the surge in tanker rates and further Red Sea disruptions its been a lackluster day for shipping and tankers. However congrats to $ECO for being up a strong 3% Learn more:"
X Link 2024-01-16T18:57Z [----] followers, [----] engagements

"FBX registers a huge 11% jump today to [----] (+328). Maersk CEO also stated today he expects the Red Sea disruptions to last a few months at least Very positive news flow today for the Liners"
X Link 2024-01-17T14:22Z [----] followers, 16.8K engagements

"Our Macro Lead @JamesCatlin76 provides his thoughts on the latest Houhti threats and potential further disruptions. We have exclusive reports on the Red Sea disruptions on each shipping segment. Learn more: If this is true I would expect the focus of securing safe passage will shift to The Strait of Hormuz to avoid having crude oil cargos locked in the Persian Gulf. Removing ME crude cargos from the equation would be detrimental to both the global economy and crude tankers. If this is true I would expect the focus of securing safe passage will shift to The Strait of Hormuz to avoid having"
X Link 2024-01-20T17:14Z [----] followers, [----] engagements

"Explosive morning for Tanker FFAs: VLCC +2-5% Suezmax +3-6% Aframax +1% LR1 +1-3% MR TC2 +15-20% MR TC6 +3-10% MR TC14 +2% $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"
X Link 2024-01-22T12:21Z 14.7K followers, [----] engagements

"$SFL reached another [--] week high today to $12.16. SFL was one of our key income picks at the beginning of [----]. 33% capital gains plus a 10% dividend yield in one year Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-01-22T15:53Z 10.8K followers, [----] engagements

"BCTI surges 10% again to [----]. BDTI down [--] to [----]. Product tanker equities strong and $STNG hits a [--] week high. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"
X Link 2024-01-22T16:49Z [----] followers, [----] engagements

"$ECO issued a commercial update this evening including impressive Q1 TCE guidance: - 61% of VLCC days booked at $76100/day - 41% of Suezmax days booked at $59300/day"
X Link 2024-01-23T00:34Z 14.7K followers, [----] engagements

"Clean tanker rate momentum continues with the BCTI up 16% today to [----]. Highest in over a year BDTI down 3.5% to [----]. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"
X Link 2024-01-23T16:40Z [----] followers, [----] engagements

"BCTI jumps another 7% today to [----]. BDTI down 1% to [----]. Very strong day for clean tanker equities. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"
X Link 2024-01-24T16:39Z [----] followers, [----] engagements

"Tanker FFAs are mixed today: - Crude Tanker FFAs: +2-4% - Product Tanker FFAs -2-6%. Tankers currently down 1% in European markets. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"
X Link 2024-01-26T12:51Z [----] followers, [----] engagements

"Trafigura released a statement this morning announcing the fire on the Marlin Luanda has been extinguished the crew are all safe and the vessel is still operable and heading toward a safe harbor. It has no further vessels transiting in the region"
X Link 2024-01-27T13:45Z [----] followers, [----] engagements

"$OSG - Received an offer to be acquired for $6.25/share by Saltchuk Holdings. Per their SEC filing from this morning: On January [--] [----] the board of directors of Saltchuk Holdings authorized management to renew discussions with the Issuer regarding a possible acquisition of its outstanding common stock. On January [--] [----] Saltchuk Holdings delivered a preliminary non-binding letter (the Proposal) to the board of directors of the Issuer proposing to acquire all of the outstanding shares of common stock of the Issuer (including any shares issuable upon exercise of outstanding options warrants"
X Link 2024-01-29T11:48Z [----] followers, [----] engagements

"Tanker FFAs very strong this morning: - VLCC +3% - Suezmax Up to +7% - Aframax +5-10% - LR1s +5-10% - MR TC2 +10% $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI $DIS.MI"
X Link 2024-01-29T12:38Z 14.7K followers, 10.2K engagements

"Tough day for Offshore with the news this morning that the Saudis will keep production flat in [----]. $BORR -12% $VAL -7% $SDRL -5% $TDW -9% are the largest decliners"
X Link 2024-01-30T15:35Z [----] followers, [----] engagements

"Strong day for Tankers likely driven by the Pareto upgrade this morning . Top Tanker gainers: - $TNK +5% to a new [--] week high - $TK +3% to a new [--] week high - $INSW +3% (very close to a new [--] week high)"
X Link 2024-01-30T20:01Z 12.3K followers, [----] engagements

"Shipping earnings season starts tomorrow with [--] VIE covered firms reporting this week: - Thursday: $LPG $EURN - Friday: $CPLP $CPLP has been actively in the news with its business strategy shift and Yoda buying shares in the open market reporting a 24.7% ownership. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-01-31T12:26Z 13.9K followers, [----] engagements

"$EURN Q4 Results - Adj EPS $0.43 - Q1 TCE: 46% VLCC at $50430; 54% Suezmax at $54892 - VLCC sales to $FRO about complete; $323M of gains in Q4 and $374M in Q1 - No dividend declared - Tender offer to start later February"
X Link 2024-02-01T11:49Z 12.1K followers, [----] engagements

"Tankers open solidly green and new [--] week highs for $TNK $TK $TNP $STNG"
X Link 2024-02-01T14:58Z 12.6K followers, [----] engagements

"$ECO/$OET - Announced [--] new financing transactions: - Executed purchase option for its Suezmax Milos with a new facility at SOFR +175 - Amended its sales leaseback facility for [--] VLCCs to extended maturities and lower margin to SOFR +200 - New sales leaseback for its VLCC at SOFR +190"
X Link 2024-02-02T12:14Z [----] followers, [----] engagements

"6 VIE covered firms report earnings this upcoming week: - Tues: $DHT (after market) - Wed: $CMRE $FLNG #2020 - Thurs: $GCC $HAUTO"
X Link 2024-02-03T17:14Z [----] followers, [----] engagements

"$GCC: - Sells its mid-size [----] carrier Viking Amber for $64.6M. GCC releases earnings this Thursday. Currently +2% in Oslo trading"
X Link 2024-02-06T11:54Z [----] followers, [----] engagements

"$DHT Q4: - EPS $0.22 - [--] cent dividend - 83% of VLCC Q1 days booked at $50800 - 161.0M shares outstanding at 12/31"
X Link 2024-02-06T23:12Z 11K followers, [----] engagements

"Market Update: - Israel rejected the Hamas ceasefire proposal. - $ZIM jumped to +6% - $CMRE strong post earnings at +5% - Tankers jumped off the day lows to up 1-2%. $DHT +5% post earnings"
X Link 2024-02-07T19:39Z 14.7K followers, [----] engagements

"$SB Q4: - Adj EPS $0.25. - Above consensus and above our estimate of $0.14-$0.19 - TCE of $18231 - [--] Cent dividend - No shares repurchased"
X Link 2024-02-12T22:33Z 11.4K followers, [----] engagements

"$SBLK is holding their earnings call this morning at 11am EST. In their presentation theyve disclosed 70% of Q1 has been booked at a TCE of $19100 (compared to $18200 in Q4)"
X Link 2024-02-13T12:08Z [----] followers, [----] engagements

"VLCC FFAs continue to rally today up another 7%. BDTI also green: - BCTI: [----] (-7) - BDTI: [----] (+32) Strong day for tanker equities. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-02-15T16:46Z 10.1K followers, [----] engagements

"Ex-Dividend dates this upcoming week for VIE covered firms: - Tues: $AGAS $0.65 $DHT $0.22 - Wed: $2020 $0.10 $GSL $0.375 - Thurs: $FLNG $0.75"
X Link 2024-02-17T13:53Z [----] followers, [----] engagements

"VIE covered firms releasing earnings this week: - Mon: $BELCO $RIG - Wed: $ESEA $GASS $GNK - Thurs: $NE $TNK $VAL - Fri: $DSX"
X Link 2024-02-18T13:33Z [----] followers, [----] engagements

"Serious situation in the Red Sea as a significant fire is reported on the bulker M/V Rubymar after it was struck by a Houthi missile earlier today. The crew have abandoned the vessel"
X Link 2024-02-19T02:27Z [----] followers, [----] engagements

"$VAL Q4: - AEBITDA $58M - Repurchased $50M shares in the qtr - Increased share repurchase program to $600M (from $300M) - Backlog of $3.9B as of 2/15/24"
X Link 2024-02-22T01:15Z 11K followers, [----] engagements

"Strong opening for $VAL after its Q4 report last night at +7%. $BORR -1% after its Q4"
X Link 2024-02-22T14:45Z [----] followers, [----] engagements

"VIE covered firms reporting earnings this week: - Tues (2/27): $MPCC $KNOP $DO - Wed (2/28): $CLCO $GOGL $SDRL - Thurs (2/29): $BWLPG $GLNG $FRO $ECO $INSW $NAT"
X Link 2024-02-25T13:05Z 10.1K followers, [----] engagements

"$EURN: - FourWorld Capital has filed a suit against CMB regarding its US takeover bid alleging disseminating materially false information"
X Link 2024-02-27T12:26Z 12.3K followers, [----] engagements

"Dirty tankers trading weak today. Reports that OPEC is considering extending cuts into Q2 and possibly longer. $FRO $ECO $DHT $TNK $INSW #OPEC+ will consider extending voluntary oil output cuts into the second quarter three OPEC+ sources told Reuters to provide additional support for the market and could keep them in place until the end of the year according to two of them. #oott #OPEC+ will consider extending voluntary oil output cuts into the second quarter three OPEC+ sources told Reuters to provide additional support for the market and could keep them in place until the end of the year"
X Link 2024-02-27T20:03Z 10.1K followers, [----] engagements

"$DHT News: As rumored by brokers confirms the order of [--] VLCC new builds for $128.5M/each delivery April-Dec [----]. Option for [--] addl VLCCs with [----] delivery. No change to its full dividend payout policy"
X Link 2024-02-28T11:58Z 10.8K followers, [----] engagements

"$ECO / $OET Q4: - Adj EPS $0.63 - Dividend of $0.66 - $45400 TCE in Q4 - Q1 TCE: 76% VLCC at $73900 and 88% Suezmax at $58800. - Conf Call 730am EST Thursday (Feb 28)"
X Link 2024-02-29T05:14Z 14.7K followers, [----] engagements

"$NAT Q4: - [--] cent Divi - Q1 spot TCE: 57% of days at $40690 - Q4 spot TCE $41580"
X Link 2024-02-29T12:51Z [----] followers, [----] engagements

"$INSW Q4 - Adj EPS $2.20 - 60% Divi payout: $1.32/share - Acquiring [--] MRs for $232M"
X Link 2024-02-29T12:59Z [----] followers, [----] engagements

"OPEC+ just announced it is extending cuts through end of June [----]. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-03-03T14:17Z 14.7K followers, [----] engagements

"Car Carriers down significantly in Oslo on news of possible EU retroactive traffics on imported Chinese EVs. - $HAUTO -8% - $WAWI -5% - $GCC -2%"
X Link 2024-03-06T13:43Z [----] followers, [----] engagements

"$NVGS Q4: - Adj EPS $0.32 - Q4 TCE of $28428 - [--] cent Divi and $.8M shares to be repurchased by March 31"
X Link 2024-03-13T20:59Z [----] followers, [----] engagements

"Tanker equities are strong in Friday European trading: - $DIS.MI +5% - $ECO +5% - $FRO +4%"
X Link 2024-03-15T11:17Z 10.1K followers, [----] engagements

"Rough US open for tankers as equities are down 2-4%. $FRO $TRMD are the worst performers. Will check back in a few hours sharp morning tanker dips have not been uncommon $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-03-20T13:55Z 12.3K followers, 10.1K engagements

"$EURN: - Proposing a special dividend of $4.57. - Sold [--] old VLCCs. - Provides an update on their newbuilds"
X Link 2024-03-20T21:00Z 12.6K followers, [----] engagements

"Jefferies upgraded its VLCC rate forecast with the following rating actions: - $FRO upgraded to BUY (from Hold) with a $30 PT (from $22). - $DHT upgraded to BUY (from Hold) with a $14 PT (from $11)"
X Link 2024-03-21T11:30Z 10K followers, [----] engagements

"Tankers generally strong today driven by $FRO $TNP $DHT up 3-4%. $TNP sets its Q4 earnings date for March [--]. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-03-21T17:58Z 11.1K followers, [----] engagements

"$EURN is the top shipping equity today up 9%. $GASS the leading decliner at -6%"
X Link 2024-03-21T19:26Z 12.3K followers, [----] engagements

"$EURN: - Announced it repurchased 4.7M shares this week. - Board has authorized up to 10M shares at a maximum price of $17.86"
X Link 2024-03-22T20:40Z 12.6K followers, [----] engagements

"Our macro lead @JamesCatlin76 released an updated members exclusive report on Panama and Suez Canal diversions and the latest impact to each shipping segment. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-03-24T23:41Z [----] followers, [----] engagements

"Tragic news over night as a Maersk chartered container vessel lost power and collided with the Francis Scott Key bridge in Baltimore causing a total collapse. Baltimore bridge collapse: rescuers search water after ship collision"
X Link 2024-03-26T11:44Z [----] followers, [----] engagements

"$EURN - Repurchased 2.6M additional shares this week"
X Link 2024-03-29T20:26Z 12.6K followers, [----] engagements

"Broad market indices are RED but shipping having a good day lead by tankers up on average by 2%. $TNK the leader up 4%. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-04-01T15:39Z 12.6K followers, [----] engagements

"Capesize index: [-----] (-2014). Capesize FFAs down sharply with front month contracts down over [----]. $NMM $SBLK $EGLE $BDRY $HSHP $GOGL $GNK $PANL $SB $SHIP"
X Link 2024-04-02T10:55Z 13.9K followers, [----] engagements

"Tanker FFAs very strong this morning: - Dirty +2-3% - Clean +3-5% $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-04-02T12:24Z 11.4K followers, [----] engagements

"Very RED market day with the Russel [----] down 1.7%. Shipping holding up well so far with mild losses. $BDRY -8% and $ZIM -3% are at the bottom. $KNOP +2% and $EURN +1% on the top"
X Link 2024-04-02T14:44Z 12.3K followers, [----] engagements

"We recently updated our #shipping models with our Top Picks for April [----]. After today our long only models are +11.4% YTD - roughly 52% annualized πŸ’ͺ🀯 Into 9th Year: 43.7% IRR total return of over 19x. Learn more about our "expensive" research: https://seekingalpha.com/affiliate_link/vietwitter https://seekingalpha.com/affiliate_link/vietwitter"
X Link 2024-04-03T22:05Z [----] followers, [----] engagements

"Dry Bulk FFAs back down today with front month Capesize contracts down 1100-1600. Capesize Index: [-----] (-693) $NMM $SBLK $EGLE $BDRY $HSHP $GOGL $GNK $PANL $SB $SHIP"
X Link 2024-04-04T11:13Z 13.9K followers, [----] engagements

"Capesize index: [-----] (-665) Cape FFAs down 500-900 off earlier lows. Panamax / Supramax about flat. $SBLK / $EGLE merger vote today. $NMM $SBLK $EGLE $BDRY $HSHP $GRIN $GOGL $GNK $PANL $SB $SHIP"
X Link 2024-04-05T12:26Z 13.7K followers, [----] engagements

"Breaking M&A vote news $EGLE $SBLK merger approved. Closing by April [--] Check out our full dry bulk coverage at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-05T13:16Z 13.9K followers, [----] engagements

"Events this week in Shipping: - Tues: $SBLK $EGLE merger closes - Tues: $HAFNI begins NYSE under $HAFN - Thurs: $GSL update"
X Link 2024-04-07T13:27Z 13.9K followers, [----] engagements

"Tankers having a RED Monday. However theyve pared some losses since being down over 2% earlier this morning. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-04-08T14:52Z 11.1K followers, [----] engagements

"Offshore update: - In our latest weekly report we increased our fair value estimates for $DO $RIG $VAL and lowered for $BORR - $SDRL just announced their weekly repurchases of 187K shares. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-08T20:55Z 10.4K followers, [----] engagements

"2020 Bulkers March update: - Total Divi of $1.79πŸ”₯ of which $1.68 is from the sale of [--] vessels. - TCE of $3500 in March - $HSHP declares a [--] cent Divi for March. [----] and $HSHP are part of our dry bulk coverage. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-09T11:10Z [----] followers, [----] engagements

"$WAWI: Secures a large [--] year contract valued at over $1BπŸ”₯. Includes a 2-year extension option. Contract reflects current market rates. $GCC +3% $WAWI $GCC and $HAUTO are part of our in depth car carrier coverage. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-09T11:32Z 13.7K followers, [----] engagements

"Another rough day for tanker equities down 1-4%. BDTI jumped +51 today to [----]. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-04-09T16:01Z 12.8K followers, [----] engagements

"Our Q1 Crude tanker earnings outlook and estimates are out Covering $DHT $EURN $FRO $INSW $NAT $ECO $TNK $TNP Dirty FFAs strong this morning for the mid sized vessels: VLCC -1% Suezmax +2% Aframax +4-8% Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-10T11:34Z 12.6K followers, [----] engagements

"$DHT provides a business update: Q1 TCE of $50900. Spot of $54000 Q2 42% of spot at $54200"
X Link 2024-04-11T20:25Z 11.1K followers, [----] engagements

"$FLNG announces a forward [---] day charter extension. $FLNG $CLCO $CPLP are part of our LNG coverage universe. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-12T14:06Z 13.9K followers, [----] engagements

"Tankers start the day in the red down 1-1.5%. $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-04-16T14:46Z 12.9K followers, [----] engagements

"Weak day for Shipping in Europe with broad weakness. Leading decliners: - $DIS.MI -3.5% - $FRO -3.3% - $TRMD -2.5% - $GCC -2.5% Reversing the strong day in Europe yesterday"
X Link 2024-04-18T13:20Z 13.7K followers, [----] engagements

"We just published our exclusive Q1 Car Carriers earnings preview. We details the latest Red Sea disruptions earnings estimates key drivers dividend expectations etc $GCC $HAUTO report this Wednesday April [--] $WAWI Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-20T13:43Z 13.7K followers, 11K engagements

"$GCC Q1 and Takeover Offer - Reported Q1 net profit of $1.08/share - In bigger news received a takeover offer from MSC for a total of NOK 272.69/share. Insiders have already agreed. Big news for shareholders and $GCC +24%"
X Link 2024-04-24T11:04Z 13.7K followers, 18.1K engagements

"$HAUTO Q1: - EPS $0.60 - Q1 volumes impacted by Red Sea diversions - Dividend of $0.5714 $HAUTO +6%. What a day for car carriers lead by $GCC. See our detailed coverage at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-24T11:12Z 13.7K followers, [----] engagements

"$LPG declares a $1 dividend. Very standard. Reminder that $BWLPG debuts on the NYSE this Monday $AGAS will be the lone Oslo only VLGC. VLGC equities have had a strong April See our coverage at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-25T11:02Z 10.1K followers, [----] engagements

"In mid-morning US trading top Shipping equities: - $ZIM +16% - $HSHP +5% - $EURN +3%"
X Link 2024-04-26T15:34Z 12.6K followers, [----] engagements

"Did you know VIE is in its 9th uninterrupted year of service Through Q1 our long only models are +11.4% YTD - roughly 52% annualized πŸ”₯. And April has continued strong Into our 9th Year: 43.7% IRR total return of over 19x. Learn more about our research and model portfolios at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-27T14:18Z 14.7K followers, 15.5K engagements

"VIE covered firms reporting earnings this week: - Monday: $RIG $SB - Tuesday: $CPLP - Thursday: $VAL Our analysts post real-time feedback in our VIE Rocketchat shortly after all earnings releases. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-28T12:38Z 13.9K followers, [----] engagements

"Solid Monday for shipping in Europe today. Top VIE covered advancers today: - $DIS.MIN+5% - $BWLPG +2% - $AGAS +2% Happy NYSE day to $BWLPG ($BWLP)"
X Link 2024-04-29T11:36Z 10.1K followers, [----] engagements

"VIE covered European shipping equities had a great April. Top Gainers over 20% πŸ₯³: - $MPCC +43% - $BWLPG +33% - $AGAS +31% - $GCC +29% - $HAUTO +27% - $WAWI +27% - $BELCO +20% Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-30T16:09Z 13.7K followers, [----] engagements

"$VAL - Q1 EPS of $0.35 well ahead of estimates. After the earnings call we will issue our in depth post earnings analysis on VAL. $VAL currently +4% pre market. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-02T12:04Z 10.4K followers, [----] engagements

"After a slow morning tankers have turned green in mid-day trading. Congrats to $INSW for another new [--] week high πŸ₯³. Check out our tanker picks and research at: $FRO $NAT $EURN $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-03T17:17Z 12.6K followers, [----] engagements

"Busy week of Shipping/Offshore earnings covered by VIE: Mon: $NE Tues: $DO Wed: [----] $ASC $BELCO $DIS.MI $EURN $GNK $INSW $TRMD $WAWI Thurs: $TNK $TK $STNG $PANL Fri: $OSG No sleep for our analysts this week especially Wednesday Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-05T13:02Z 13.7K followers, [----] engagements

"BW Group reports more sales of $DHT shares. These shares were issued as part of VLCC purchases [--] years ago during the Tanker dark years"
X Link 2024-05-07T18:13Z 11K followers, [----] engagements

"$EURN Q1: - Adj EPS $0.44 which excludes $407M of gains - Proposing an additional $1.15 dividend"
X Link 2024-05-08T11:46Z 12.9K followers, [----] engagements

"Its been a very busy morning in our real-time RocketChat discussing all the earnings reports and latest shipping news. Despite the Russell down nearly 1% generally a strong shipping day. Check out more info on our chat and earnings reports at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-08T13:55Z 10.1K followers, [----] engagements

"Tankers going wild in mid day trading🀯 - $ASC now up 15% - $INSW +7% - $TNK +4% - $TRMD +3.5% $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-08T16:57Z 10.8K followers, [----] engagements

"Strong open for shipping: - $TNK +8% πŸš€ - $ZIM +7% πŸš€ - $TK +6% πŸš€ Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-09T13:52Z 12.3K followers, [----] engagements

"Tankers continue their hot streak this morning and a number of new [--] week highs: $STNG $TNK $FRO $HAFN Post we earnings we have updated our Fair Value estimates for: $ASC $INSW $DIS.MI $TRMD Learn more: $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-10T14:08Z 10.8K followers, [----] engagements

"Stellar week in shipping with massive equity gains off of strong earnings reports and strong shipping sentiment. Top [--] VIE Performers: - $ZIM +36% - $ASC +17% - $DIS.MI +15% - $EURN +15% - $INSW +9% Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-11T13:49Z 12.6K followers, [----] engagements

"Upcoming VIE covered shipping/offshore earnings this week: - Tues (5/14): $NMM $DHT $SDRL $SFL - Wed (5/15): $AGAS $HAFNI $NVGS - Thurs (5/16): $ECO $GSL Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-12T12:27Z 11K followers, [----] engagements

"More [--] week highs hit today: - $TRMD +3% - $GSL +2.75% - $EURN +2% - $ZIM +2% $NMM struggling post earnings and down 7%. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-14T14:54Z 13.6K followers, [----] engagements

"And add $ECO"
X Link 2024-05-14T14:59Z 10.8K followers, [---] engagements

"$DHT Q1: - EPS of $0.29 - Dividend of $0.29 - Q2 Coverage: 78% at $47000 (both spot and period charters)"
X Link 2024-05-14T20:27Z 11.1K followers, [----] engagements

"Shipping in the US had a slow start but has since improved and a number of new [--] week highs hit $DAC $FRO $GLNG $ASC $DHT $TNK $TRMD Etc"
X Link 2024-05-15T16:23Z 11K followers, [----] engagements

"$ECO Q1: - EPS of $1.23 - $1.10 dividend - 82% of Q2 VLCC days at $75900; 57% of Suezmax at $60800 πŸ”₯"
X Link 2024-05-16T04:13Z 14.7K followers, [----] engagements

"$SDRL: Big news this morning - Sells [--] JU rigs for $338M - Authorizes an addl $500M share repurchase post closing. SDRL is part of our expanded offshore coverage including $BORR $DO $RIG $NE $VAL Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-16T11:18Z 10.4K followers, [----] engagements

"Strong day for Shipping in the U.S with a large number of new [--] week highs Some of the VIE covered highs: $CMRE $FRO $EURN $DHT $FRO $GSL $TNK $ASC $HSHP Congrats to all Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-16T14:43Z 13.6K followers, [----] engagements

"Another strong day for tankers with gains of +1-3%. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-05-20T15:42Z 11K followers, [----] engagements

"$CLCO Q1: - Adj NI $28.7M EPS $0.53 (excl hedge gains) - [--] cent Divi - [--] dry dock in Q2 [--] in Q3"
X Link 2024-05-22T11:51Z 10.3K followers, [----] engagements

"$WAWI: - Selling its Melbourne auto terminal for AUD 332M (around $220M in USD). We will be reevaluating our fair value estimates based on this sale. $WAWI top shipping gainer today up 7% πŸ”₯ Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-27T12:19Z 10.3K followers, [----] engagements

"$GLNG Q1: - AEBITDA $64M - [--] cent Divi - FLNG framework agreement has advanced further to full contract negotiations. Possible [--] year term with a [----] start up date. - Gimi: Agreement reached to resolve pre COD cash flows with BP and KOS. Further earnings insights available in our members discussion board Rocket Chat. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-05-28T11:26Z 10.3K followers, 10.6K engagements

"To celebrate our 9th anniversary we are running a special for the next [--] days with a $199 trial month + 30% off the first year Come check out all our service has to offer: - Extensive coverage of [--] shipping/offshore firms - Real time analytics - Our message board Rocket Chat with all real time shipping and equity news. - Model Portfolios: Up over 26% YTD and 44% IRR over our [--] years - Access to the [--] VIE staff/analysts http://subscriptions.seekingalpha.com/lp_mp_vie_9_yearsig_aff=true http://subscriptions.seekingalpha.com/lp_mp_vie_9_yearsig_aff=true"
X Link 2024-05-30T13:12Z 10.4K followers, 14.5K engagements

"We will update our #shipping models with Top Picks for June [----] next week. To celebrate our 9y anniversary we are offering 1-month trials for just $199 + 30% off the 1st year Our past 9y IRR is 44.9%. How does that compare See below Learn more: http://subscriptions.seekingalpha.com/lp_mp_vie_9_yearsig_aff=true http://subscriptions.seekingalpha.com/lp_mp_vie_9_yearsig_aff=true"
X Link 2024-05-31T09:10Z 10.4K followers, [----] engagements

"From the OPEC+ meeting this morning the voluntary cuts have been extended through Q3. Then the cuts will gradually unwind (and production increase) from Q4 [----] through September [----]. $FRO $NAT $TNP $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI The [---] mb/d of voluntary cuts extended by [--] quarter. then production will start increasing #OPEC #Oil https://t.co/G84yqB9rHk The [---] mb/d of voluntary cuts extended by [--] quarter. then production will start increasing #OPEC #Oil https://t.co/G84yqB9rHk"
X Link 2024-06-02T15:53Z 11K followers, [----] engagements

"RED opening for most shipping equities in the U.S.: - $CLCO -7% - $HSHP -3% - $HAFN -3% - $BWLP -3% - $ECO -3% However there are strong gainers: - $KNOP +6% - $ESEA +8%"
X Link 2024-06-04T14:15Z 11K followers, [----] engagements

"$ZIM is volatile pre market. Last night $KEN sold a 5M block (and a 5M collar with Citi). Citi also downgraded ZIM to sell with a $13 PT (was $11.60)"
X Link 2024-06-06T11:37Z 10.8K followers, [----] engagements

"Shipping down in Europe today. Biggest VIE-covered movers: $HAUTO -6% $WAWI -3% $HSHP -3% $2020B -3%"
X Link 2024-06-07T11:35Z 13.7K followers, [----] engagements

"Offshore has a rough week due to the fall in Oil after the OPEC+ meeting with losses generally around 5-10%. As part of our in depth offshore coverage we just issued a detailed report on $NE and our latest earnings estimates and PT expectations. $RIG $VAL $SDRL $BORR $DO Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-06-09T12:43Z 11K followers, [----] engagements

"Looks like we issued our $NE report a day too early Big M&A news this morning as $NE is acquiring $DO for a combination of cash and stock. $NE also raising its quarterly dividend to [--] cents. Learn more: https://seekingalpha.com/affiliate_link/VIE Offshore has a rough week due to the fall in Oil after the OPEC+ meeting with losses generally around 5-10%. As part of our in depth offshore coverage we just issued a detailed report on $NE and our latest earnings estimates and PT expectations. $RIG $VAL $SDRL $BORR $DO https://t.co/Iba7s6wXth https://seekingalpha.com/affiliate_link/VIE Offshore"
X Link 2024-06-10T11:10Z 10.4K followers, [----] engagements

"Very strong open for Offshore with the blockbuster $NE $DO merger news $SDRL $RIG $VAL"
X Link 2024-06-10T13:57Z 11K followers, [----] engagements

"Rough opening for shipping equities in the US consistent with the downtrend in Asian and European markets. Top decliners: $ZIM -15% $HAFN -5% $GOGL -5% Almost all remaining shipping equities down 2-4%"
X Link 2024-06-11T14:14Z 13.7K followers, [----] engagements

"Weak open for US Shipping equites with tankers leading down: $HAFN -4% $ECO -4% $FRO -3% $BWLP also weak at -4%"
X Link 2024-06-13T14:07Z 11K followers, [----] engagements

"Widespread down day for shipping in Europe today. Biggest VIE-covered decliners: $AGAS -5% $BWLPG -4% $HSHP -4% $MPCC -3% $2020B -3%"
X Link 2024-06-14T11:40Z 13.7K followers, [----] engagements

"Another rough shipping day. Russell [----] has dipped to negative YTD at -2%. $CPLP $NMM $FRO $GOGL down 3-4%"
X Link 2024-06-14T15:14Z 13.9K followers, [----] engagements

"$STNG Business update: - Recently repurchased 641K shares at an avg of $78.26. - Provided the following Q2 TCE update: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-06-17T11:02Z 11.7K followers, [----] engagements

"FBX hit a new [--] month high today: - FBX: [----] (+164) Up nearly 8% in [--] days this week. Charter market equally as strong. $ZIM $DAC $GSL $CMRE Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-06-18T13:19Z 10.5K followers, [----] engagements

"Shipping is green in Europe. Top VIE-covered movers: $MPCC +5% $GOGL +2% $HAUTO +2% $2020B +1.6%"
X Link 2024-06-20T11:56Z 13.7K followers, [----] engagements

"Strong U.S. open for Shipping. Top VIE-covered gainers: $KNOP +12% $ZIM +6% $ESEA +3% $GOGL +3%. $TNP weak after earnings at -5%"
X Link 2024-06-20T14:10Z 13.7K followers, [----] engagements

"Shipping mainly green in Europe. Top VIE-covered movers: $WAWI +4% $TRMD +2.3% $DIS.MI +2% $AGAS $BELCO +1.7% Only dry bulk is (slightly) down"
X Link 2024-06-24T11:33Z 13.7K followers, [----] engagements

"$SDRL: Completes sale of its JU Rigs for $338M $SDRL is part of our offshore coverage along with $BORR $RIG $VAL $NE Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-06-25T18:20Z 11K followers, [----] engagements

"Strong day for the Capesize index: [-----] (+1288) FFAs also strong with July Capes +1500 and Q3 +900. $NMM $SBLK $BDRY $HSHP $GRIN $GOGL $GNK $PANL $SB $SHIP"
X Link 2024-06-26T11:03Z 10.6K followers, [----] engagements

"Our team is back from a very busy Marine Money week and ended up meeting with [--] shipping firms and were left with some strong impressions Last year $SFL and $DIS.MI most impressed us which both had significant gains. We just published this years Marine Money review for our members and find out who impressed us the most at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-07-01T11:36Z 11.4K followers, [----] engagements

"A bit of a mixed day for Shipping equities but ended strongly and mainly green. Top VIE-covered advancers: $ESEA +8% $SB +2.7% $NMM +2.3% $ECO +2.3% $CMRE +2.0% $TRMD +2.0%"
X Link 2024-07-02T20:18Z 11K followers, [----] engagements

"$SFL: Confirms a newbuild order for [--] container vessels for $1B with a [----] delivery. [--] year charters attacked worth at least $1.2B"
X Link 2024-07-03T11:21Z 11.4K followers, [----] engagements

"Shipping equities are weak again in Europe with possible ceasefire talks back in the news. Biggest VIE-covered movers: $HSHP -2% $2020B -2% $TRMD -2% $WAWI -2%"
X Link 2024-07-05T12:08Z 13.7K followers, [----] engagements

"Rough day for shipping equities with the latest ceasefire rumors. Shipping down across the board. Containers and dry bulk the weakest. $ZIM -7% $GSL -5% $HSHP $PANL -4% $GLNG strong off its huge contract news"
X Link 2024-07-05T15:12Z 10.7K followers, [----] engagements

"$HSHP June update: - [--] cent Divi - TCE $36400"
X Link 2024-07-09T11:21Z 10.7K followers, [----] engagements

"Strong morning for dry bulk with FFAs green across the board and Aug and Sept Capes +1000. Capesize index: [-----] (+797) 2020B +3% in Europe today"
X Link 2024-07-10T11:34Z 13.7K followers, [----] engagements

"Mainly green open for shipping in the U.S. Top advancers: $ESEA +3.5% $EURN +3% $TEN $TNK +2%"
X Link 2024-07-10T14:54Z 13.8K followers, [----] engagements

"$DHT update: - Q2 TCE came in at $49100 (spot was $52700) - Q3 Spot TCE: 48% at $45600 Also announced a [--] year time charter at $49500. See our full tanker Q2 outlook at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-07-11T20:20Z 11.1K followers, [----] engagements

"Mixed US open for shipping: $BWLP -5% $ZIM -4% $CPLP -3% Most other shipping equities within +1% to -1%"
X Link 2024-07-12T14:06Z 13.9K followers, [----] engagements

"$SDRL hit a [--] week high today. SDRL is part of our extensive offshore coverage and analysis. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-07-15T14:06Z 11.5K followers, [----] engagements

"Moderate gains for shipping today with the Russell strong. Top movers in the U.S.: $SFL +2% $HSHP +2% $PANL +2% $TK +1.7% $CLCO +1.7%"
X Link 2024-07-16T15:22Z 12.6K followers, [----] engagements

"Tankers continue to struggle to gain traction. $STNG $ECO $INSW -1.5%. $FRO up 0.5%"
X Link 2024-07-18T14:13Z 11K followers, [----] engagements

"$VAL: New contract award for DS-17. The estimated total contract value is approximately $498 million inclusive of MPD additional services and fees for mobilization and minor rig upgrades. The contract has an estimated total duration of [---] days"
X Link 2024-07-22T12:55Z 11K followers, [----] engagements

"Very strong day for tankers with gains of 3-6%. $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-07-22T18:04Z 14.7K followers, [----] engagements

"$SDRL: 249K shares repurchased in the past week"
X Link 2024-07-22T20:16Z 11.6K followers, [----] engagements

"$SFL announces an equity raise of 8M shares. Price TBD"
X Link 2024-07-23T20:32Z 12.7K followers, [----] engagements

"Weak morning for US indices and shipping. S&P -1.4%. Top shipping movers: $SFL -13% $TRMD -4% $DHT -3% $ECO -3%"
X Link 2024-07-24T14:08Z 11.1K followers, [----] engagements

"After a very weak US session yesterday shipping mainly down in Europe. Top movers; $DIS.MI -2% $HSHP -2% $CLCO -2% $HAFNI -1.7% $MPCC is strong at +3.5%"
X Link 2024-07-25T12:11Z 13.7K followers, [----] engagements

"Offshore having a strong day off of $RIG fleet report last night. $RIG +6.5% $VAL +2.5% We published our updated $RIG analysis this morning based on its fleet status developments. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-07-25T14:35Z 11K followers, [----] engagements

"Offshore is having another good day. New ATH for $VAL Earnings kick-off next week We will update all our analysis as earnings are released. Learn more: $RIG $VAL $NE $BORR $SDRL https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-07-26T14:06Z 11K followers, [----] engagements

"Busy upcoming week for VIE earnings reports: Mon: $SB Tues: $STNG Wed: $ASC $CMRE $DSX $NE $RIG Thurs: $LPG $DIS.MI $TNK $VAL We include our immediate earnings reactions real time in our members Rocket Chat discussion board. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-07-27T13:39Z 11K followers, [----] engagements

"$SB Q2: - Adj EPS $0.17 - EPS $0.24 including vessel gains - [--] cent Divi - TCE $18650"
X Link 2024-07-29T20:11Z 10.9K followers, [----] engagements

"$VAL: Issued its updated fleet status report. $715M of new backlog since its prior report including the previously disclosed DS-17 award"
X Link 2024-07-30T02:52Z 11K followers, [----] engagements

"Mixed day for Shipping. Dry Bulk under performing tankers out performing lead by $STNG at +4% after its earnings. $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-07-30T15:47Z 11.1K followers, [----] engagements

"$DSX Q2: - Loss of $0.04 - Cash Divi of $0.075"
X Link 2024-07-31T12:43Z 10.8K followers, [----] engagements

"Strong day for Offshore with gains of +5%. Follow our offshore coverage for $RIG and $NE earnings tonight and $VAL tomorrow. $BORR $DO $NE $RIG $SDRL $TDW $VAL"
X Link 2024-07-31T18:58Z 11.6K followers, [----] engagements

"$VAL very strong post earnings and hit a new high"
X Link 2024-08-01T13:38Z 11.1K followers, [----] engagements

"Very RED broad market and shipping today. Russell -3.2% Top decliners: $TNK -6% $CMRE -5% $CMBT -5% Most other shipping equities down 1-4%"
X Link 2024-08-01T17:26Z 12.6K followers, [----] engagements

"Super tough market day all around. Shipping performing slightly better overall than the Russell at -3.9%. Tankers the weakest. $ECO -5.5% Containers -2%. Dry Bulk -2-3%"
X Link 2024-08-02T14:50Z 11K followers, [----] engagements

"Another busy week of shipping/offshore earnings coming up: Mon: $DAC $GSL $SDRL Tues: $ESEA Wed: $GNK $SBLK $INSW Thurs: $PANL $CMBT Fri: $ECO"
X Link 2024-08-03T13:23Z 12.6K followers, [----] engagements

"Global market sell-off has lead to a down day for shipping in Europe however equities well off their opening lows. Top movers: $HSHP -5% $OET -5% $CLCO -4% $BELCO -4% $GOGL -4%"
X Link 2024-08-05T10:45Z 13.7K followers, [----] engagements

"Weak broad markets continue with the Russell -4.3%. Most shipping equities down 2-5%. Containers faring the best at -1% $DAC $ZIM $CMRE $GSL $ESEA"
X Link 2024-08-05T15:08Z 10.8K followers, [----] engagements

"$DAC Q2 - $900M of charter backlog added. $3.2B total - [--] cent Divi - Adj EPS $6.78 ($7.23 incl gains) - Still holds $SBLK Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-05T20:49Z 11.4K followers, [----] engagements

"$ESEA Q2: - Adj EPS $4.92 - [--] cent Divi - 75% charter coverage for next [--] months"
X Link 2024-08-06T13:06Z 10.8K followers, [----] engagements

"Big dividend payers $SBLK and $INSW are next up for earnings tomorrow. Both have struggled with the month long shipping down turn down 12% in the past month. Will their divis bring back investors"
X Link 2024-08-06T17:22Z 11.4K followers, [----] engagements

"$INSW Q2: - $2.37 Adj EPS (excl vessel gains) - $1.50 Divi - LTV 14% - Lowered fleet age by [--] year with sales of old vessels and its MR resale acquisition We estimated adj EPS $2.20-$2.30 in our tanker preview so a beat from our analysis. See further insights at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-07T10:59Z 11K followers, [----] engagements

"$SBLK: - Reports Adj EPS $0.78 - Dividend of $0.70 - Firsr combined quarter with EGLE"
X Link 2024-08-07T20:17Z 11.6K followers, [----] engagements

"$CMBT Q2: - AEBITDA $146M - Fleet transition still in progress"
X Link 2024-08-08T11:07Z 12.6K followers, [----] engagements

"Shipping down in Europe today lead by continued tanker weakness: - $DIS.MI -3% - $FRO -2.5% - $HAFN -1.7% - $OET -1.7%"
X Link 2024-08-08T11:27Z 11.6K followers, [----] engagements

"$ECO Q2 just released: - EPS $1.23 - $1.10 Dividend - Fleet TCE of $64900 - For Q3 53% of Suezmax at $58000. 58% VLCC at $46100 In our crude tanker preview we estimated EPS of $1.14-$1.24 and a dividend of $1.00-$1.10 Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-09T04:14Z 11.5K followers, [----] engagements

"Strong day for shipping even with the Russell down 1.0%. Top movers: $ESEA +6% $DSX +5% $SB +4% $SBLK +3%"
X Link 2024-08-12T16:01Z 11.4K followers, [----] engagements

"Upcoming earnings: - $DHT after market today - Tues: $WAWI - Wed: 2020B $BORR $FLNG $HAUTO $NVGS $SFL - Thurs: $GLNG $TRMD - Fri: $HSHP"
X Link 2024-08-12T17:15Z 13.7K followers, [----] engagements

"$SDRL: Higher share repurchases this week: 515300"
X Link 2024-08-12T20:12Z 11.8K followers, [----] engagements

"$DHT just reported its Q2 - EPS and dividend of $0.27 - Q3 TCE coverage: 81% of days at $40700"
X Link 2024-08-12T20:20Z 11.4K followers, [----] engagements

"Mixed and quiet session for shipping in Europe. Top movers: $GOGL +2.5% $WAWI +1.5% $BWLPG -2.5% $AGAS -2%"
X Link 2024-08-13T12:45Z 13.7K followers, [----] engagements

"Mixed day for shipping during mid-day trading. Tankers under performing. Top movers: $ZIM +3.3% $DHT -3% $ESEA -3% (after a very strong Monday)"
X Link 2024-08-13T16:25Z 11.4K followers, [----] engagements

"$SFL Q2 - EPS $0.16 (impacted by Rig repairs and mobilization) - Divi of $0.27 - A number of new backlog charters ($4.9B of backlog) See further insights at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-14T11:20Z 11.5K followers, [----] engagements

"$HAUTO Q2: - EPS $0.70 (excluding def tax gain) - Divi $0.6657/share - Q3 outlook expected to be in-line with Q2. $HAUTO +2% and $WAWI +4% (positive analyst notes) See further insights and analyst comments in our live feed Rocket Chat discussion board Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-14T11:26Z 11.5K followers, [----] engagements

"$FLNG Q2 Results - Divi constant at [--] cents - Adj EPS $0.56 (Results impacted by a heavy dry dock Qtr) - Refi of the $375M credit facility $CLCO reports end of month"
X Link 2024-08-14T12:10Z 11.5K followers, [----] engagements

"Broad market has turned solidly RED with the Russell down over .80%. However tankers are out performing and having a good day: $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-08-14T14:47Z 11.4K followers, [----] engagements

"$NVGS Q2: - Adj EPS $0.34 - [--] cent Divi - $2.3M shares to be repurchased in Q3 as part of capital return program (in addition to the 3.5M repurchased at $14.52 from the BW offering) - TCE $29550 See further real time feedback at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-14T20:38Z 11.5K followers, [----] engagements

"$BORR Q2 released: - AEBITDA $136.4M - [--] cent Divi - [----] mainly fully contracted - [----] 73% contracted Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-14T20:54Z 11.5K followers, [----] engagements

"Positive start for tankers up 1-2.5%. VLCC FFAs up [--] days in a row. $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-08-15T14:51Z 11.4K followers, [----] engagements

"In mid-day trading tankers have increased their gains with a strong broad market. Most tankers up 2-5%. $FLNG and $LPG also strong at +4%. BLPG index jumped up 27% today. Learn more: $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-15T17:25Z 11.4K followers, [----] engagements

"$HSHP Q2: - EPS $0.16 - [--] cent Divi declared for July - Fleet of [--] fully on the water"
X Link 2024-08-16T10:49Z 11.5K followers, [----] engagements

"$ZIM Q2 smashes expectations: $3.08 EPS and [--] cent dividend Raises [----] guidance to $2.6B-$3.0B EBITDA. See our members rocket chat discussion board for real time analysis. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-19T11:08Z 14.7K followers, [----] engagements

"$BWLP Q2: - Adjusted EPS $0.58 - Q3 TCE: 86% at $43000 - [--] cent Divi"
X Link 2024-08-22T10:56Z 11.5K followers, [----] engagements

"$SDRL: Latest 13D/A from Elliot:"
X Link 2024-08-22T22:28Z 11.8K followers, [----] engagements

"$HAFN Q2: - EPS $0.51 - Dividend of $0.4049 (based on a 21.3% leverage ratio) - Solid Q3 TCE guidance: 72% at $34900. See our product tanker coverage at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-23T10:49Z 12K followers, [----] engagements

"$NVGS: Newbuild order for [--] [-----] cubic meter gas carriers. $102.9M per vessel. Mid [----] delivery"
X Link 2024-08-23T10:58Z 13.6K followers, [----] engagements

"Strong broad markets with Powell stating its time time to cut rates. Shipping strong. $BWLP +7% Tankers up +2-4% $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-08-23T14:39Z 11.4K followers, [----] engagements

"After a rough few weeks offshore rallying today. $BORR $DO $NE $RIG $SDRL $TDW $VAL"
X Link 2024-08-23T15:18Z 12K followers, [----] engagements

"Last weeks earnings had a good week of gains: $NMM +13 $ZIM +6% $BWLP +4% $HAFN +3%"
X Link 2024-08-25T12:32Z 12K followers, [----] engagements

"Strong open for shipping with 95% of equities up Tankers leading the way up with gains around 2% and higher. $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-08-26T14:04Z 11.6K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Shipping_VIE
/creator/twitter::Shipping_VIE