#  @Shipping_VIE Value Investor's Edge Value Investor's Edge posts on X about $fro, $eco, $dht, strong the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1052582565205368832/interactions)  - [--] Week [------] +133% - [--] Month [-------] +16% - [--] Months [-------] -20% - [--] Year [---------] -15% ### Mentions: [--] [#](/creator/twitter::1052582565205368832/posts_active)  - [--] Week [--] +20% - [--] Month [---] -18% - [--] Months [---] +5.20% - [--] Year [---] +34% ### Followers: [------] [#](/creator/twitter::1052582565205368832/followers)  - [--] Week [------] +0.31% - [--] Month [------] +1.30% - [--] Months [------] +6.60% - [--] Year [------] +15% ### CreatorRank: [-------] [#](/creator/twitter::1052582565205368832/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 50.69% [cryptocurrencies](/list/cryptocurrencies) 31.25% [finance](/list/finance) 21.53% [countries](/list/countries) 5.56% [travel destinations](/list/travel-destinations) 1.39% [currencies](/list/currencies) 1.39% [exchanges](/list/exchanges) 1.39% **Social topic influence** [$fro](/topic/$fro) #276, [$eco](/topic/$eco) #4, [$dht](/topic/$dht) #4, [strong](/topic/strong) 16.67%, [$zim](/topic/$zim) #6, [$stng](/topic/$stng) #9, [$insw](/topic/$insw) #3, [$trmd](/topic/$trmd) #14, [$hafni](/topic/$hafni) #3, [$tnk](/topic/$tnk) #17 **Top accounts mentioned or mentioned by** [@jamescatlin76](/creator/undefined) [@capitallinkship](/creator/undefined) [@maersk](/creator/undefined) [@climentmolins](/creator/undefined) [@splash247](/creator/undefined) [@mintzmyer](/creator/undefined) [@emuconspiracy](/creator/undefined) [@hacheurc](/creator/undefined) [@ed_eichman](/creator/undefined) **Top assets mentioned** [Frontline Ltd. (FRO)](/topic/$fro) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [dHedge DAO (DHT)](/topic/$dht) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc) [Validity (VAL)](/topic/$val) [Tokenomy (TEN)](/topic/$ten) [EURONAV NV (CMBT)](/topic/$cmbt) [Transocean LTD. (RIG)](/topic/$rig) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk) [Noble Corporation (NE)](/topic/$ne) [Borr Drilling Limited (BORR)](/topic/$borr) [Seadrill Limited (SDRL)](/topic/$sdrl) [Tidewater, Inc. (TDW)](/topic/$tdw) [Danaos Corporation (DAC)](/topic/$dac) [Cool Company Ltd. (CLCO)](/topic/$clco) [Diana Shipping, Inc. (DSX)](/topic/$dsx) [Gasspas (GASS)](/topic/$gass) [BW LPG Limited (BWLP)](/topic/$bwlp) [Costamare Inc. (CMRE)](/topic/$cmre) [Hafnia Limited (HAFN)](/topic/$hafn) [Golden Ocean Group Limited Common Stock (GOGL)](/topic/$gogl) [Costamare Bulkers Holdings Limited (CMDB)](/topic/$cmdb) [EURONAV NV (EURN)](/topic/$eurn) ### Top Social Posts Top posts by engagements in the last [--] hours "$FRO discloses [--] VLCCs on one year charters at $76900. Impressive market" [X Link](https://x.com/Shipping_VIE/status/2014817390593482928) 2026-01-23T21:47Z 14.7K followers, [----] engagements "$CMBT sells another [--] VLCCs (its oldest) $98M gain in Q2" [X Link](https://x.com/Shipping_VIE/status/2020837798811721737) 2026-02-09T12:30Z 14.7K followers, [----] engagements "Big news in Offshore as $RIG is acquiring $VAL in an all stock deal" [X Link](https://x.com/Shipping_VIE/status/2020845536887329188) 2026-02-09T13:01Z 14.7K followers, 25.9K engagements "Strong day for Tankers as Jefferies issued a positive research note this morning. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI" [X Link](https://x.com/Shipping_VIE/status/1889710165458301182) 2025-02-12T16:16Z 14.7K followers, [----] engagements "Happy Thanksgiving However $MPCC is working and released their Q3 and increased guidance. +10% today in Oslo" [X Link](https://x.com/Shipping_VIE/status/1994007874100691202) 2025-11-27T11:38Z 14.7K followers, [----] engagements "Last night $ESEA announced [--] new forward fixed charters form its Eco [----] TEU vessels for [--] years at $30000" [X Link](https://x.com/Shipping_VIE/status/1998724984399868228) 2025-12-10T12:02Z 14.7K followers, [----] engagements "$MPCC announces a string of corporate transactions today including [--] newbuilds for late [----] delivery. [--] year charters attached" [X Link](https://x.com/Shipping_VIE/status/2000893652340760960) 2025-12-16T11:39Z 14.7K followers, [----] engagements "$DHT sells [--] [----] built VLCCs for $101.6M" [X Link](https://x.com/Shipping_VIE/status/2005618302203449395) 2025-12-29T12:34Z 14.7K followers, [----] engagements "$DHT takes delivery of its VLCC newbuilding" [X Link](https://x.com/Shipping_VIE/status/2007127306385633770) 2026-01-02T16:30Z 14.7K followers, [----] engagements "Strong pre market for Tankers with equities up +2-4%. $FRO $STNG $DHT +4%" [X Link](https://x.com/Shipping_VIE/status/2008890217072370001) 2026-01-07T13:15Z 14.7K followers, [----] engagements "VLCC FFAs continue to explode higher. Front months +10% today. $INSW $FRO $ECO $DHT" [X Link](https://x.com/Shipping_VIE/status/2009247244084564291) 2026-01-08T12:54Z 14.7K followers, [----] engagements "$DSX reports on a new [---] year charter. New rate $14000 vs 11600" [X Link](https://x.com/Shipping_VIE/status/2009269984598339588) 2026-01-08T14:24Z 14.7K followers, [----] engagements "VLCC FFAs continue to rocket higher up another 5% this morning. $FRO $ECO $INSW $DHT" [X Link](https://x.com/Shipping_VIE/status/2009604361325060466) 2026-01-09T12:33Z 14.7K followers, [----] engagements "$STNG sells another LR2: MONACO Jan. [--] [----] (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (STNG) (Scorpio Tankers or the Company) announced today that it has entered into an agreement to sell the [----] built scrubber-fitted LR2 product tanker STI Kingsway. The selling price is $57.5 million and the sale is expected to close within the first or second quarter of [----]. https://twitter.com/i/web/status/2010698201490481582 https://twitter.com/i/web/status/2010698201490481582" [X Link](https://x.com/Shipping_VIE/status/2010698201490481582) 2026-01-12T12:59Z 14.7K followers, [----] engagements "$STNG provided a liquidity update this morning. Net cash as of January [--]. Sold all its $DHT" [X Link](https://x.com/Shipping_VIE/status/2011048663246881101) 2026-01-13T12:12Z 14.7K followers, [----] engagements "$DSX discloses that $GNK rejected its offer. $GNK has yet to issue a formal statement" [X Link](https://x.com/Shipping_VIE/status/2011193047405772934) 2026-01-13T21:46Z 14.7K followers, [----] engagements "$FRO $ECO $BWET $NMM new [--] week highs " [X Link](https://x.com/Shipping_VIE/status/2011448860967936149) 2026-01-14T14:42Z 14.7K followers, [---] engagements "Strong day for dry bulk FFAs. Equities flattish. $DSX strong at +5% $NMM $SBLK $BDRY $HSHP $CMBT $GNK $PANL $SB $SHIP" [X Link](https://x.com/Shipping_VIE/status/2011878860644892960) 2026-01-15T19:11Z 14.7K followers, [----] engagements "$BWLP: Q4 Products division earned a gross profit of $27M" [X Link](https://x.com/Shipping_VIE/status/2012142043553026291) 2026-01-16T12:37Z 14.7K followers, [----] engagements "$DSX responded to $GNK by putting up [--] of their candidates for BOD nomination" [X Link](https://x.com/Shipping_VIE/status/2012168870753194393) 2026-01-16T14:23Z 14.7K followers, [----] engagements "VLCC spot rates back above $120K and look to continue to firm. $DHT $FRO $ECO $INSW" [X Link](https://x.com/Shipping_VIE/status/2013245753771065642) 2026-01-19T13:42Z 14.7K followers, 15.6K engagements "$ECO provides a Q4 TCE update VLCCs came in at $91300" [X Link](https://x.com/Shipping_VIE/status/2013724070227964109) 2026-01-20T21:23Z 14.7K followers, [----] engagements "Secondary filed by $ECO for $115M right after this release" [X Link](https://x.com/Shipping_VIE/status/2013725394432659955) 2026-01-20T21:28Z 14.7K followers, [----] engagements "$ECO has issued its new shares and trading commenced. 39.0M net shares outstanding" [X Link](https://x.com/Shipping_VIE/status/2014670514741248462) 2026-01-23T12:04Z 14.7K followers, [----] engagements "Tankers spiked at open but have come off a bit. VLCCs the strongest $FRO $ECO" [X Link](https://x.com/Shipping_VIE/status/2015811784209584230) 2026-01-26T15:39Z 14.7K followers, [----] engagements "What a day for Capesize Huge jump in the spot index: [-----] (+5339). FFAs up another 5%. Incredible strength for January. $CMBT $HSHP $SBLK" [X Link](https://x.com/Shipping_VIE/status/2016113367711416593) 2026-01-27T11:37Z 14.7K followers, [----] engagements "$INSW announced the sale of [--] vessels (2 VLCCs [--] MRs) for $185N" [X Link](https://x.com/Shipping_VIE/status/2016851335547887734) 2026-01-29T12:30Z 14.7K followers, [----] engagements "$DHT: Sale of its [----] VLCC for $51.5M" [X Link](https://x.com/Shipping_VIE/status/2017205999862702438) 2026-01-30T11:59Z 14.7K followers, [----] engagements "$LPG declares a [--] cent dividend and provides guidance clarification" [X Link](https://x.com/Shipping_VIE/status/2017223310367773066) 2026-01-30T13:08Z 14.7K followers, [----] engagements "Trump just posted on his Truth Social that Modi has agreed to stop buying Russian oil. #TANKERS" [X Link](https://x.com/Shipping_VIE/status/2018370931681554761) 2026-02-02T17:08Z 14.7K followers, [----] engagements "Strong morning for Offshore with 52W highs. $BORR $DO $NE $RIG $SDRL $TDW $VAL" [X Link](https://x.com/Shipping_VIE/status/2019057954008527117) 2026-02-04T14:38Z 14.7K followers, [----] engagements "$DHT reports Q4: EPS and dividend of [--] cents Q1 spot: 76% of days at $78900" [X Link](https://x.com/Shipping_VIE/status/2019169560986021963) 2026-02-04T22:01Z 14.7K followers, [----] engagements "OFAC just dropped more Iran related sanctions. [--] vessels added" [X Link](https://x.com/Shipping_VIE/status/2019797612686151957) 2026-02-06T15:37Z 14.7K followers, [----] engagements "$DAC Q4: Adj EPS $7.14 [--] cent dividend Bought back 225K shares" [X Link](https://x.com/Shipping_VIE/status/2021198104490631442) 2026-02-10T12:22Z 14.7K followers, [----] engagements "$SFL Q4: [--] cent Dividend AEBITDA $109M" [X Link](https://x.com/Shipping_VIE/status/2021560667220869490) 2026-02-11T12:23Z 14.7K followers, [----] engagements "$ESEA announces a strong contract extension for its feeder" [X Link](https://x.com/Shipping_VIE/status/2021586606986076397) 2026-02-11T14:06Z 14.7K followers, [----] engagements "$SFL up a very strong 10% after its Q4 report" [X Link](https://x.com/Shipping_VIE/status/2021670630228471859) 2026-02-11T19:40Z 14.7K followers, [----] engagements "$STNG Q4: Deeper in net cash as of Feb 10: $308M [--] cent dividend $1.62 EPS" [X Link](https://x.com/Shipping_VIE/status/2021925405054394651) 2026-02-12T12:32Z 14.7K followers, [----] engagements "Very strong day for $LPG which was upgraded by Pareto (which we agree with)" [X Link](https://x.com/Shipping_VIE/status/2008553208558583992) 2026-01-06T14:56Z 14.7K followers, [----] engagements "What a week for Capesize Up another [----] today to [-----]. FFAs up again this morning $SBLK $CMBT $HSHP $NMM" [X Link](https://x.com/Shipping_VIE/status/2017229169265152342) 2026-01-30T13:31Z 14.7K followers, [----] engagements "Bulk FFAs down today. Equities mixed with $NMM and $CMDB strong and new [--] week highs" [X Link](https://x.com/Shipping_VIE/status/2018714977813590255) 2026-02-03T15:55Z 14.7K followers, [----] engagements "$LPG reports EPS of $1.11" [X Link](https://x.com/Shipping_VIE/status/2019380334761243008) 2026-02-05T11:59Z 14.7K followers, [----] engagements "Strong day for Containers. $ZIM and $CMRE 52W Highs" [X Link](https://x.com/Shipping_VIE/status/2010761540887343486) 2026-01-12T17:11Z 14.7K followers, [----] engagements "Pareto notes today that Sinokor is offering its VLCCs at $150000/day and is controlling 1/3 of the upcoming MEG availability" [X Link](https://x.com/Shipping_VIE/status/2018318434380173739) 2026-02-02T13:39Z 14.7K 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 "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 "Big sell-off in tankers today. Clean tankers at multi year lows. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI" [X Link](https://x.com/anyuser/status/1895149210057744675) 2025-02-27T16:29Z 14.7K followers, [----] engagements "$SBLK: New 13G filing this evening as JF has purchased 11.8M shares in SBLK for a 10.07% ownership. Out of $GOGL and into $SBLK. See our full dry bulk coverage and latest analysis on the $GOGL $CMBT transaction and all the benefits of VIE membership at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1902196856161235353) 2025-03-19T03:14Z 14.7K followers, 13.9K engagements "Global markets have been crashing in an ugly Monday. Shipping holding up ok so far with $FRO $GOGL $HAFN up 3% at the moment. $TRMD CEO just filed a [-----] open market purchase" [X Link](https://x.com/anyuser/status/1909195613767696758) 2025-04-07T10:44Z 14.7K followers, [----] engagements "$VAL Q1 AEBITDA $181M $151M cash from Ops $1.0B new contract awards" [X Link](https://x.com/anyuser/status/1917696080722157887) 2025-04-30T21:42Z 14.7K followers, [----] engagements "Latest ECO VLCC spot rates have hit a TCE rate of $60000/day. $DHT $FRO $ECO $INSW" [X Link](https://x.com/anyuser/status/1936040636597387583) 2025-06-20T12:37Z 14.7K followers, [----] engagements "$VAL reports Q2 AEBITDA of $201M higher than guidance" [X Link](https://x.com/anyuser/status/1950659441134883233) 2025-07-30T20:47Z 14.7K followers, [----] engagements "Solid day for the Offshore Group lead by $SDRL at +3.5% and $VAL +2.5%" [X Link](https://x.com/Shipping_VIE/status/2006031345273688251) 2025-12-30T15:55Z 14.7K followers, [----] engagements "Huge jump in VLCC spot today up 62% to $122000 ๐ฅ๐ฅ FFAs hitting new highs. $FRO $ECO $DHT" [X Link](https://x.com/Shipping_VIE/status/2017271273014145316) 2026-01-30T16:18Z 14.7K followers, [----] engagements "We have updated our #shipping models with our Top Picks for February We had near record January model performance with Value +13.9% and Speculative +17.1% ๐ช. Great start to [----] Learn more about VIE membership and our models at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/Shipping_VIE/status/2018660566534136049) 2026-02-03T12:19Z 14.7K followers, [----] engagements "Very Strong tanker open with most at new [--] week highs" [X Link](https://x.com/Shipping_VIE/status/2021599419464859893) 2026-02-11T14:57Z 14.7K followers, [----] engagements "Fearnleys: [--] YR VLCC charter rates marked up $10000 this week to $88000. ๐ฅ $DHT $FRO $ECO $INSW" [X Link](https://x.com/Shipping_VIE/status/2022309768036291041) 2026-02-13T13:59Z 14.7K followers, [----] engagements "$SB: Sells its older Capesize for $35M" [X Link](https://x.com/Shipping_VIE/status/2022417322498257044) 2026-02-13T21:07Z 14.7K followers, [----] engagements "Breaking news overnight as many reports that $HLAG and $ZIM are close to a deal valuing $ZIM at over $3.5B. $HLAG confirms negotiations are advanced" [X Link](https://x.com/Shipping_VIE/status/2023020483000869079) 2026-02-15T13:04Z 14.7K followers, [----] engagements "Adding a substantial trading position to a dry bulk #shipping name today. Trades at a significant discount to peers and to NAV despite having one of the most prudent management teams in the business. Surprised we even see discounts like this anymore" [X Link](https://x.com/anyuser/status/1528793971505385472) 2022-05-23T17:44Z 14.7K followers, [---] engagements "Huge fan of $SBLK Star Bulk Carriers They issued shares in an ATM at a premium to NAV and swapped right back around and repurchased at a discount. Amazing work and sticking to their clear dividend policy Awarded first-ever "A+" mgt grade in VIE history. CC: @capitallinkship" [X Link](https://x.com/anyuser/status/1529223703103361024) 2022-05-24T22:11Z 14.7K followers, [--] engagements "We have launched a new platform this week Value Investor's Edge Lite for those who are interested in #shipping and supporting our research but aren't ready to upgrade to the full-service VIE research platform yet. Comparison below + link w/ more info: https://seekingalpha.com/instablog/839737-j-mintzmyer/5734588-introducing-value-investors-edge-lite https://seekingalpha.com/instablog/839737-j-mintzmyer/5734588-introducing-value-investors-edge-lite" [X Link](https://x.com/anyuser/status/1529879868602736640) 2022-05-26T17:39Z 14.7K followers, [--] engagements "Was noted (disparagingly) that many current VIE top picks are in #containerships. (As sorted by '% implied upside' to current 'fair value est.') It has been a couple weeks of brutal returns in the #shipping markets. Check back in [--] months $DAC $GSL $TGH $ZIM Past record:" [X Link](https://x.com/anyuser/status/1536489848592289797) 2022-06-13T23:25Z 14.7K followers, [--] engagements "$DAC announces $100M repurchase program #shipping: https://d18rn0p25nwr6d.cloudfront.net/CIK-0001369241/75d350fc-5c64-4dfb-bb77-3d7d43a402c8.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001369241/75d350fc-5c64-4dfb-bb77-3d7d43a402c8.pdf" [X Link](https://x.com/anyuser/status/1536694401950433284) 2022-06-14T12:57Z 14.7K followers, [---] engagements "Our exclusive #shipping models (long only no leverage) are up 59.1% YTD (and +136% in 2021). Theoretical $50k in these models for 2021-2022 YTD is $187k now. Over the past [---] years cumulative tracked rtn is +1140% (46.9% annualized). Learn more: http://www.mintzmyer.com http://www.mintzmyer.com" [X Link](https://x.com/anyuser/status/1557488603340673031) 2022-08-10T22:06Z 14.7K followers, [---] engagements "$ZIM earnings tomorrow morning. VIE estimate is $12.50-$14.50 ($13.50 midpoint) for adj. EPS. Current fair value estimate $78/sh. High volatility expected. ๐ #shipping" [X Link](https://x.com/anyuser/status/1559635598285176834) 2022-08-16T20:17Z 14.7K followers, [---] engagements "$ZIM Results: -EPS miss ($11.07 vs. $13.50) โ -Guidance reaffirmed ($40 EPS) โ -Big dividend raise โ -Nearly $30/sh in cash (ex-leases) โ -Still no repurchases โ Amazing results for $50/sh but market obviously needed much more https://finance.yahoo.com/news/zim-reports-financial-results-second-110000639.html https://finance.yahoo.com/news/zim-reports-financial-results-second-110000639.html" [X Link](https://x.com/anyuser/status/1559864404237328387) 2022-08-17T11:27Z 14.7K followers, [---] engagements "Our $ZIM 'fair value estimate' reduced $78 to $70 pre-div (approx. $66 ex-div). Freight markets weaker than expected July/Aug and $ZIM missed Q2 fairly hard. $ZIM likely $35-$40 net cash (ex-leases) YE22 + [--] divs. Market saying residual value mid-2023+ is essentially $0 ๐คฏ" [X Link](https://x.com/anyuser/status/1559996092917448713) 2022-08-17T20:10Z 14.7K followers, [---] engagements "Tankers are just starting to hit their stride bulkers trade at near-record discounts with clean balance sheets and tiny orderbooks and containerships trade at the cheapest valuations in *market history* with FCF locked thru [----]. Great time to be a #shipping investor/buyer" [X Link](https://x.com/anyuser/status/1571938555165016065) 2022-09-19T19:05Z 14.7K followers, [---] engagements "Think Different- in #shipping. A case study rvw ๐งต. We published our first public bullish report on #containership #shipping [--] yrs ago. Our picks: +386% after 2y *after* including the big pullback in mid-2022 (1y returns even higher). Report: 1/6 https://seekingalpha.com/article/4375987-containership-rates-soar-while-stocks-dwindle https://seekingalpha.com/article/4375987-containership-rates-soar-while-stocks-dwindle" [X Link](https://x.com/anyuser/status/1574461231141773312) 2022-09-26T18:09Z 14.7K followers, [---] engagements "March [----] model portfolio updates and rebalancing commentary just posted for members of VIE. This has been our 2nd strongest YTD return in our 8-year history +25.8% avg YTD with long only + cash reserves. Our 5y model CAGR is +60.8%. ๐ช๐ Learn more: https://bit.ly/vieresearch https://bit.ly/vieresearch" [X Link](https://x.com/anyuser/status/1631065943773249536) 2023-03-01T22:56Z 14.7K followers, 13.8K engagements "Good day to increase #tanker exposure" [X Link](https://x.com/anyuser/status/1643033429326327809) 2023-04-03T23:31Z 14.7K followers, 11.7K engagements "Have you tried our research platform: Value Investor's Edge Long only (no options/margin/leverage) #shipping Model Portfolio IRR of 57.1% (nearly 7x) over the past [--] years Also have an Income Model with 9% yield + pref equity coverage. Learn more: https://seekingalpha.com/checkoutservice_id=mp_316 Yes Current Member. Yes Previously. No Not Interested. No Tell Me More https://seekingalpha.com/checkoutservice_id=mp_316 Yes Current Member. Yes Previously. No Not Interested. No Tell Me More" [X Link](https://x.com/anyuser/status/1646675518387810305) 2023-04-14T00:43Z 14.7K followers, 27.1K engagements "$GSL buys [--] ships in a leaseback transaction (our guess is from @Maersk ). Excellent deal economics Guaranteed slight profit just from 2y EBITDA + demolition. Moderate profit in 3y scenario. Enormous profit if the ships last longer. Hopefully more to come #shipping" [X Link](https://x.com/anyuser/status/1655583979020451846) 2023-05-08T14:42Z 14.7K followers, [----] engagements "$ZIM report generally in-line. Cost structure peaks around Q2-23. Spot rates seem to have already troughed (+ bottom of seasonality). Q2-23 likely the worst quarter then should see improving EBITDA thereafter as the worst leases roll off and freight markets improve. #shipping" [X Link](https://x.com/anyuser/status/1660619360652623873) 2023-05-22T12:11Z 14.7K followers, 14.4K engagements "Our long-only #shipping models (no options leverage etc) are up an average of 35.4% YTD. -In [----] our models returned 54.9%. -2021: 133.1%. We are in the midst of Q2-23 earnings season coverage with exclusive reports on [--] firms. Learn more: http://www.vieresearch.com http://www.vieresearch.com" [X Link](https://x.com/anyuser/status/1685301045487112192) 2023-07-29T14:47Z 14.7K followers, 22.6K engagements "43% annualized rtn over [--] years. That's 15x total Lots of (non-members) think our #shipping research is too expensive but what is the proper price for that performance Last chance for a free trial in [----] (open until Thurs at midnight). Check it out https://seekingalpha.com/affiliate_link/sept23 https://seekingalpha.com/affiliate_link/sept23" [X Link](https://x.com/anyuser/status/1704123004517802405) 2023-09-19T13:19Z 14.7K followers, 10.3K engagements "Q3-23 is finally over How did the markets do this quarter -Russell 2000: -5.5% ๐ซ -Nasdaq: -4.1% ๐ฐ -S&P 500: -3.6% ๐ฅด -VIE long only #shipping models: +12.7% โ 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 "Huge day for VIE as our #shipping #research team is expanding Please congratulate @ClimentMolins on his promotion to "Head of Shipping Research." ๐พ We are also adding an Offshore Analyst and have plans to hire additional junior #shipping and #energy analysts.๐ง๐ Read more:" [X Link](https://x.com/anyuser/status/1712572876661178401) 2023-10-12T20:56Z 14.7K followers, [----] engagements "๐ Join J Mintzmyer and Aristidis Alafouzos CEO of Okeanis Eco Tankers $OET as our exclusive VIE Live Series continues. We cover the current crude #tanker markets discuss potential risk factors and explore what sets Okeanis apart for investors. #shipping" [X Link](https://x.com/anyuser/status/1729877890932613548) 2023-11-29T15:00Z 14.7K followers, [----] engagements "Our long only diversified #shipping model portfolios are now +57% YTD even higher than last year's return of 55% (we produced +133% in 2021). Our #research memberships are open for just a couple more weeks at the current [----] rates. Learn more here: https://seekingalpha.com/affiliate_link/vietwitter https://seekingalpha.com/affiliate_link/vietwitter" [X Link](https://x.com/anyuser/status/1738291926334574889) 2023-12-22T20:14Z 14.7K followers, 12.4K engagements "One month ago today our Head of Macro Research @JamesCatlin76 posted this exclusive update on VIE and discussed how recent events could lead to much stronger container and tanker #shipping rates. $ZIM was $7.29 the next morning. Yesterday it closed at $12.26. +68%" [X Link](https://x.com/anyuser/status/1742896936901087307) 2024-01-04T13:13Z 14.7K 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 "Shipping is incredibly volatile mid-day as Al Jazeera posted an article about Israel agreeing to a ceasefire. That article has since been deleted. Waiting on any additional word or mainstream coverage" [X Link](https://x.com/anyuser/status/1753127248205594712) 2024-02-01T18:44Z 14.7K 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%. $DHT +5% post earnings" [X Link](https://x.com/anyuser/status/1755315291436048632) 2024-02-07T19:39Z 14.7K followers, [----] engagements "$HAUTO was one of our top picks for our [----] Speculative model. [--] days into [----] $HAUTO is up an amazing 37% (over a 350% annualized return) Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1755599345553125382) 2024-02-08T14:27Z 14.7K followers, 14.5K engagements "Shipping equities are having a very strong day. Leaders of the day so far: - $SFL +7% - $STNG +6% - $GASS 5.5% - $ZIM +4% Post earnings: - $ASC now flat (was -5% - $HSHP +3%" [X Link](https://x.com/anyuser/status/1758220856864776214) 2024-02-15T20:04Z 14.7K followers, [----] engagements "$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 "VIE firms reporting earnings this upcoming week: - Mon: $GSL - Tues: $HAFNI - Thurs: $TRMD" [X Link](https://x.com/anyuser/status/1763924007148302551) 2024-03-02T13:47Z 14.7K followers, [----] engagements "Very sad news today as this vessel appears significantly damaged and crew are reported missing and some with burns. This is the dry bulk True Confidence" [X Link](https://x.com/anyuser/status/1765389315029467428) 2024-03-06T14:49Z 14.7K followers, 36.3K engagements "With the close of March and Q1 congrats to $NMM with a [--] month gain of 25%. At the other end $ZIM ends with a [--] month loss of 22%. Off to April and Q2 now" [X Link](https://x.com/anyuser/status/1774476499997143142) 2024-03-31T16:39Z 14.7K followers, [----] engagements "$HAFNIA - Confirms it will began trading on the NYSE on Tuesday (4/9) and also updates its dividend policy. LTV of 20-30% equals a 80% payout ratio while under 20% equals a 90% payout ratio. HAFNIA is part of our in-depth product tanker coverage. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1777556366464549348) 2024-04-09T04:37Z 14.7K followers, [----] engagements "VIE covered container shipping equities had a great week: - $ZIM +30% - $MPCC +24% - $CMRE +8% - $GSL +7% Read our Q1 containership earnings preview at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1784195724563095961) 2024-04-27T12:19Z 14.7K followers, [----] engagements "Did you know VIE is in its 9th uninterrupted year of service Through Q1 our long only models are +11.4% YTD - roughly 52% annualized ๐ฅ. And April has continued strong Into our 9th Year: 43.7% IRR total return of over 19x. Learn more about our research and model portfolios at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1784225638733451594) 2024-04-27T14:18Z 14.7K followers, 15.5K engagements "$ECO Q1: - EPS of $1.23 - $1.10 dividend - 82% of Q2 VLCC days at $75900; 57% of Suezmax at $60800 ๐ฅ" [X Link](https://x.com/anyuser/status/1790958730349343131) 2024-05-16T04:13Z 14.7K followers, [----] engagements "$GLNG: Announces a [--] year FLNG agreement in Argentina Aims to use Hilli but may swap with another FLNG. GLNG will also own 10% in the JV" [X Link](https://x.com/anyuser/status/1809186071311270303) 2024-07-05T11:22Z 14.7K followers, 15.1K engagements "Very strong day for tankers with gains of 3-6%. $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI" [X Link](https://x.com/anyuser/status/1815447933346787585) 2024-07-22T18:04Z 14.7K followers, [----] engagements "$ZIM Q2 smashes expectations: $3.08 EPS and [--] cent dividend Raises [----] guidance to $2.6B-$3.0B EBITDA. See our members rocket chat discussion board for real time analysis. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1825490059170308113) 2024-08-19T11:08Z 14.7K followers, [----] engagements "$NMM and $ZIM are the hot shipping stocks of the day. $ZIM +6%. Possible East Coast strike getting closer. $NMM hit a new 9+ year high today" [X Link](https://x.com/anyuser/status/1836845127127683414) 2024-09-19T19:09Z 14.7K followers, [----] engagements "With the potential East Coast strike heating up $ZIM ends the day up over 11% on over 2X volume to $22.33. Very strong day. Negotiators have one week to save US east coast from chaos https://t.co/Snmf73dQsX via @splash_247 Negotiators have one week to save US east coast from chaos https://t.co/Snmf73dQsX via @splash_247" [X Link](https://x.com/anyuser/status/1838308162786726137) 2024-09-23T20:03Z 14.7K followers, 10.2K engagements "$STNG: Bugbee discloses a new call option purchase: [----] call contracts at $67.50 strike Jan [----] expiration" [X Link](https://x.com/anyuser/status/1839401632314097839) 2024-09-26T20:28Z 14.7K followers, [----] engagements "Breaking Tanker News US has just sanctioned approx two dozen tankers associated with Iran trading. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI https://ofac.treasury.gov/recent-actions/20241011 https://ofac.treasury.gov/recent-actions/20241011" [X Link](https://x.com/anyuser/status/1844823435740065990) 2024-10-11T19:32Z 14.7K followers, 10.7K engagements "$VAL Q3: - $100M of shares repurchased - AEBITDA of $150M ($139M in Q2) - $111M FCF See our full offshore coverage at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1851725487300841904) 2024-10-30T20:38Z 14.7K followers, 104.7K engagements "$ZIM Q3: - EPS $9.34 ๐ฅ - Dividend of $3.65 which includes a $0.84 special dividend See our full earnings recap at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1859206407364505907) 2024-11-20T12:05Z 14.7K followers, 11K engagements "$VAL 13D/A: In the latest SEC filing this evening Famatown Finance (John Fredriksen) continues to buy VAL in the open market See our full offshore coverage and research reports at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1862609413506555965) 2024-11-29T21:27Z 14.7K followers, 66.9K engagements "Shipping is closing out Monday with very strong gains: $ZIM +12% $ECO +8.7% $CMBT +6.7% $TEN +5.6% $FRO +5.6 U.S. markets close early tomorrow. Happy holidays to all" [X Link](https://x.com/anyuser/status/1871297421701181618) 2024-12-23T20:50Z 14.7K followers, [----] engagements "Kenon announced today that it sold its remaining $ZIM shares and no longer holds any common shares" [X Link](https://x.com/anyuser/status/1872274158496993463) 2024-12-26T13:31Z 14.7K followers, [----] engagements "We have updated our #shipping models with our Top Picks for January [----] with a number of new entrants [----] ended on a difficult note with a string of bad months for shipping (after an exceptionally strong first half). YTD [----] our Speculative model is up 15.2% and Value up 8.5% compared to the Russell up 9.0%. But we significantly out performed industry averages and the sector ETF (BOAT). Learn more about VIE and our [----] shipping picks: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1873374428631097640) 2024-12-29T14:24Z 14.7K followers, 18.6K engagements "Strong day for Offshore. $BORR $DO $NE $RIG $SDRL $TDW $VAL" [X Link](https://x.com/anyuser/status/1873778743296352389) 2024-12-30T17:10Z 14.7K followers, 10.8K engagements "Very strong day for shipping with broad based gains. $ZIM the current leader at +8% (FBX jumped over 12%) $GASS +7.5% $NMM +7%" [X Link](https://x.com/anyuser/status/1874856786718781831) 2025-01-02T16:34Z 14.7K followers, [----] engagements "Broad market ends mildly down. However shipping has another strong day and starts [----] on a very positive note. Top gainers covered by VIE: $ZIM +8.5% $KNOP +8.5% $NMM +7% $GASS +6% $TRMD +6%" [X Link](https://x.com/anyuser/status/1874924471766909245) 2025-01-02T21:03Z 14.7K followers, [----] engagements "Tankers strong pre market on the latest sanction news: $FRO +7% $ECO +6% $DHT +4%" [X Link](https://x.com/anyuser/status/1876594444155379726) 2025-01-07T11:39Z 14.7K followers, [----] engagements "Tankers exploding higher at open. $FRO +10%. Very active discussion all morning on the China and COSCO tanker news in our RocketChat discussion board for members. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI Learn about all VIE benefits at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1876640155127410993) 2025-01-07T14:40Z 14.7K followers, [----] engagements "VLCC spot +5% today and FFAs continue to move higher with the curve +5-9% today. Tanker equities jumping in Europe: $FRO +8% $OET +7% $HAFN +5% $DIS.MI +4% We just issued our crude tanker Q4 earnings preview with commentary and earnings estimates on all our covered tankers. Learn more about VIE and our research: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1877684385786511863) 2025-01-10T11:50Z 14.7K followers, [----] engagements "Rumors flying around this morning that the U.S. Treasury is issuing a statement later today with new sanctions on [---] Russian tankers. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI Two oil trade sources say A US Treasury statement detailing new sanctions Russian oil to be announced later on Friday is helping to boost oil prices - Reuters #oott Two oil trade sources say A US Treasury statement detailing new sanctions Russian oil to be announced later on Friday is helping to boost oil prices - Reuters #oott" [X Link](https://x.com/anyuser/status/1877698736723239302) 2025-01-10T12:47Z 14.7K followers, [----] engagements "Sanctions driving huge movement in tanker FFAs this morning : VLCC Q1 +12% Suezmax Q1 +16% LR1 Q1 +14% $FRO +5% in Oslo $TRMD 4% Our tanker macro update and [----] outlook have also been posted for our members. Learn more about VIE: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1878775996339687632) 2025-01-13T12:07Z 14.7K followers, [----] engagements "Tanker spot rates continue to jump today: VLCC at $50000 +31% Suezmax +11% Clean spot rates also have a huge jump with BCTI up over 10% $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI" [X Link](https://x.com/anyuser/status/1879200828852171007) 2025-01-14T16:16Z 14.7K followers, 10.2K engagements "Tanker spot rates continued to climb. ECO VLCCs quoted at $64K (up around 8%) Aframax finally moving up 4% to $29K. Clean up across the board. MR basket at $24K +7% $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI" [X Link](https://x.com/anyuser/status/1880228120231571712) 2025-01-17T12:18Z 14.7K followers, [----] engagements "Shipping is all green in Europe with tankers leading the way: $FRO +3% $OET +2.5% $DIS.MI +2.3% $HAUTO +2.3%" [X Link](https://x.com/anyuser/status/1884579727358534081) 2025-01-29T12:29Z 14.7K followers, [----] engagements "Strong morning for $ZIM up nearly 7%. INE Container Freight Futures have been on a significant [--] day rally" [X Link](https://x.com/anyuser/status/1888979752452833333) 2025-02-10T15:54Z 14.7K followers, [----] engagements "Tankers are jumping after Bessents comments on cutting Irans exports. $FRO +7% pre market. U.S. TREASURY'S BESSENT: COMMITTED TO CUT IRAN OIL EXPORTS TO 100K BARRELS/DAY U.S. TREASURY'S BESSENT: COMMITTED TO CUT IRAN OIL EXPORTS TO 100K BARRELS/DAY" [X Link](https://x.com/anyuser/status/1890374232258830675) 2025-02-14T12:15Z 14.7K followers, [----] engagements "Busy week of earnings this upcoming week for VIE: Monday: $NE $RIG Tuesday: $SB $SBLK Wednesday: $ECO $GNK $TNK Thursday: $BORR $HSHP $VAL Friday: $GASS" [X Link](https://x.com/anyuser/status/1890812455355396356) 2025-02-15T17:16Z 14.7K followers, [----] engagements "$NE CEO and CFO purchased shares in the open market today" [X Link](https://x.com/anyuser/status/1892722125510939007) 2025-02-20T23:44Z 14.7K followers, [----] engagements "$ZIM has been a top performing shipping equity lately. Up 34% in the past month" [X Link](https://x.com/anyuser/status/1894766512579527086) 2025-02-26T15:08Z 14.7K followers, [----] engagements "$ZIM Q4 $4.66 EPS (vs consensus of $3.49) $3.17 dividend (45% of annual net income) See our full ZIM and container membership coverage at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE" [X Link](https://x.com/anyuser/status/1899779473098084771) 2025-03-12T11:08Z 14.7K followers, [----] engagements "$DAC: Announces a $100M extension of its share repurchase plan as its current $200M plan is virtually all used up. Nice job ๐ช" [X Link](https://x.com/anyuser/status/1911744614056509505) 2025-04-14T11:33Z 14.7K followers, [----] engagements "$VAL: Sells its jackup VALARIS [---] to BW Energy for $108M" [X Link](https://x.com/anyuser/status/1919490799198208226) 2025-05-05T20:34Z 14.7K followers, [----] engagements "$DAC Q1 EPS $6.04 $525M new charter backlog Repurchased 265K shares after quarter end Increased $SBLK stake" [X Link](https://x.com/anyuser/status/1922403975044698388) 2025-05-13T21:29Z 14.7K followers, [----] engagements "$SBLK announces the repurchase of nearly 2M shares since March [--]. Very well done ๐" [X Link](https://x.com/anyuser/status/1934613848218333317) 2025-06-16T14:07Z 14.7K followers, [----] engagements "Tanker rates have jumped with VLCCs back over $50000 (doubled from last weeks $25000) and Suezmax in the high $30000s. LR2s also jumped above $30000. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI" [X Link](https://x.com/anyuser/status/1934923909885014157) 2025-06-17T10:39Z 14.7K followers, 11.9K engagements "Clean tanker spot rates significantly jumped with Eco LR2s and LR1s up over 40% with LR2s in the high $40Ks and LR1s high $30Ks. Eco VLCCs up to mid $50Ks $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI" [X Link](https://x.com/anyuser/status/1935299775236293117) 2025-06-18T11:33Z 14.7K followers, [----] engagements "Tanker FFAs jumping today with VLCCs up over 7% and Suezmax and Aframax up around 5%. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI" [X Link](https://x.com/anyuser/status/1937138752453013621) 2025-06-23T13:20Z 14.7K followers, [----] engagements "Offshore is having a very strong day. $BORR $DO $NE $RIG $SDRL $TDW $VAL" [X Link](https://x.com/anyuser/status/1940083994303123511) 2025-07-01T16:24Z 14.7K followers, 11.1K engagements "Offshore group rallying again. $BORR $DO $NE $RIG $SDRL $TDW $VAL" [X Link](https://x.com/anyuser/status/1948051369791037561) 2025-07-23T16:03Z 14.7K followers, [----] engagements "Offshore had a great week of gains: $BORR $DO $NE $RIG $SDRL $TDW $VAL" [X Link](https://x.com/anyuser/status/1949121217228890589) 2025-07-26T14:54Z 14.7K followers, [----] engagements "Green day for Shipping in Europe today. Top advancers: $HAUTO +3% $CLCO +3% $WAWI +2.7% $CMBT +2% $BWLP +2%" [X Link](https://x.com/Shipping_VIE/status/1949800574326620332) 2025-07-28T11:54Z 14.7K followers, [----] engagements "Mixed session for shipping in Europe. Top movers: $CLCO +3.7% $DIS.MI +2.1% $HAFNI +1.5% $HSHP -2.3% $BWLP -1.8%" [X Link](https://x.com/Shipping_VIE/status/1950178948635296079) 2025-07-29T12:57Z 14.7K followers, [----] engagements "$ZIM +13% on the latest management buyout rumors from overnight" [X Link](https://x.com/anyuser/status/1954952694373732593) 2025-08-11T17:06Z 14.7K followers, [----] engagements "$RIG: Disposing of [--] cold stacked rigs. $1.9B impairment in Q3" [X Link](https://x.com/anyuser/status/1960844427737620803) 2025-08-27T23:18Z 14.7K followers, 12K engagements "$CLCO Q2 AEBITDA $56.5M TCE $69600" [X Link](https://x.com/Shipping_VIE/status/1961022534196883870) 2025-08-28T11:06Z 14.7K followers, [----] engagements "Shipping mainly green in Europe. Top movers: $CMBT +5.8% $OET +3.2% $CLCO +2% $DIS.MI +2%" [X Link](https://x.com/Shipping_VIE/status/1961406835514294491) 2025-08-29T12:33Z 14.7K followers, [----] engagements "$CLCO in advanced discussions to be acquired by EPS Ventures for $9.65/share in cash" [X Link](https://x.com/Shipping_VIE/status/1970807314371497999) 2025-09-24T11:07Z 14.7K followers, [----] engagements "VLCCs marked at $125K/day. Highest in over [--] years (excluding 2020). ๐ฅ๐ฅ #TANKERS" [X Link](https://x.com/anyuser/status/1983573985674850452) 2025-10-29T16:37Z 14.7K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Shipping_VIE Value Investor's EdgeValue Investor's Edge posts on X about $fro, $eco, $dht, strong the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 50.69% cryptocurrencies 31.25% finance 21.53% countries 5.56% travel destinations 1.39% currencies 1.39% exchanges 1.39%
Social topic influence $fro #276, $eco #4, $dht #4, strong 16.67%, $zim #6, $stng #9, $insw #3, $trmd #14, $hafni #3, $tnk #17
Top accounts mentioned or mentioned by @jamescatlin76 @capitallinkship @maersk @climentmolins @splash247 @mintzmyer @emuconspiracy @hacheurc @ed_eichman
Top assets mentioned Frontline Ltd. (FRO) Okeanis Eco Tankers Corp. (ECO) dHedge DAO (DHT) ZIM Integrated Shipping Services Ltd. (ZIM) Scorpio Tankers Inc. (STNG) International Seaways, Inc. Common Stock (INSW) TORM plc Class A Common Stock (TRMD) ARDMORE SHIPPING CORPORATION (ASC) Validity (VAL) Tokenomy (TEN) EURONAV NV (CMBT) Transocean LTD. (RIG) Star Bulk Carriers Corp. (SBLK) Noble Corporation (NE) Borr Drilling Limited (BORR) Seadrill Limited (SDRL) Tidewater, Inc. (TDW) Danaos Corporation (DAC) Cool Company Ltd. (CLCO) Diana Shipping, Inc. (DSX) Gasspas (GASS) BW LPG Limited (BWLP) Costamare Inc. (CMRE) Hafnia Limited (HAFN) Golden Ocean Group Limited Common Stock (GOGL) Costamare Bulkers Holdings Limited (CMDB) EURONAV NV (EURN)
Top posts by engagements in the last [--] hours
"$FRO discloses [--] VLCCs on one year charters at $76900. Impressive market"
X Link 2026-01-23T21:47Z 14.7K followers, [----] engagements
"$CMBT sells another [--] VLCCs (its oldest) $98M gain in Q2"
X Link 2026-02-09T12:30Z 14.7K followers, [----] engagements
"Big news in Offshore as $RIG is acquiring $VAL in an all stock deal"
X Link 2026-02-09T13:01Z 14.7K followers, 25.9K engagements
"Strong day for Tankers as Jefferies issued a positive research note this morning. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2025-02-12T16:16Z 14.7K followers, [----] engagements
"Happy Thanksgiving However $MPCC is working and released their Q3 and increased guidance. +10% today in Oslo"
X Link 2025-11-27T11:38Z 14.7K followers, [----] engagements
"Last night $ESEA announced [--] new forward fixed charters form its Eco [----] TEU vessels for [--] years at $30000"
X Link 2025-12-10T12:02Z 14.7K followers, [----] engagements
"$MPCC announces a string of corporate transactions today including [--] newbuilds for late [----] delivery. [--] year charters attached"
X Link 2025-12-16T11:39Z 14.7K followers, [----] engagements
"$DHT sells [--] [----] built VLCCs for $101.6M"
X Link 2025-12-29T12:34Z 14.7K followers, [----] engagements
"$DHT takes delivery of its VLCC newbuilding"
X Link 2026-01-02T16:30Z 14.7K followers, [----] engagements
"Strong pre market for Tankers with equities up +2-4%. $FRO $STNG $DHT +4%"
X Link 2026-01-07T13:15Z 14.7K followers, [----] engagements
"VLCC FFAs continue to explode higher. Front months +10% today. $INSW $FRO $ECO $DHT"
X Link 2026-01-08T12:54Z 14.7K followers, [----] engagements
"$DSX reports on a new [---] year charter. New rate $14000 vs 11600"
X Link 2026-01-08T14:24Z 14.7K followers, [----] engagements
"VLCC FFAs continue to rocket higher up another 5% this morning. $FRO $ECO $INSW $DHT"
X Link 2026-01-09T12:33Z 14.7K followers, [----] engagements
"$STNG sells another LR2: MONACO Jan. [--] [----] (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (STNG) (Scorpio Tankers or the Company) announced today that it has entered into an agreement to sell the [----] built scrubber-fitted LR2 product tanker STI Kingsway. The selling price is $57.5 million and the sale is expected to close within the first or second quarter of [----]. https://twitter.com/i/web/status/2010698201490481582 https://twitter.com/i/web/status/2010698201490481582"
X Link 2026-01-12T12:59Z 14.7K followers, [----] engagements
"$STNG provided a liquidity update this morning. Net cash as of January [--]. Sold all its $DHT"
X Link 2026-01-13T12:12Z 14.7K followers, [----] engagements
"$DSX discloses that $GNK rejected its offer. $GNK has yet to issue a formal statement"
X Link 2026-01-13T21:46Z 14.7K followers, [----] engagements
"$FRO $ECO $BWET $NMM new [--] week highs "
X Link 2026-01-14T14:42Z 14.7K followers, [---] engagements
"Strong day for dry bulk FFAs. Equities flattish. $DSX strong at +5% $NMM $SBLK $BDRY $HSHP $CMBT $GNK $PANL $SB $SHIP"
X Link 2026-01-15T19:11Z 14.7K followers, [----] engagements
"$BWLP: Q4 Products division earned a gross profit of $27M"
X Link 2026-01-16T12:37Z 14.7K followers, [----] engagements
"$DSX responded to $GNK by putting up [--] of their candidates for BOD nomination"
X Link 2026-01-16T14:23Z 14.7K followers, [----] engagements
"VLCC spot rates back above $120K and look to continue to firm. $DHT $FRO $ECO $INSW"
X Link 2026-01-19T13:42Z 14.7K followers, 15.6K engagements
"$ECO provides a Q4 TCE update VLCCs came in at $91300"
X Link 2026-01-20T21:23Z 14.7K followers, [----] engagements
"Secondary filed by $ECO for $115M right after this release"
X Link 2026-01-20T21:28Z 14.7K followers, [----] engagements
"$ECO has issued its new shares and trading commenced. 39.0M net shares outstanding"
X Link 2026-01-23T12:04Z 14.7K followers, [----] engagements
"Tankers spiked at open but have come off a bit. VLCCs the strongest $FRO $ECO"
X Link 2026-01-26T15:39Z 14.7K followers, [----] engagements
"What a day for Capesize Huge jump in the spot index: [-----] (+5339). FFAs up another 5%. Incredible strength for January. $CMBT $HSHP $SBLK"
X Link 2026-01-27T11:37Z 14.7K followers, [----] engagements
"$INSW announced the sale of [--] vessels (2 VLCCs [--] MRs) for $185N"
X Link 2026-01-29T12:30Z 14.7K followers, [----] engagements
"$DHT: Sale of its [----] VLCC for $51.5M"
X Link 2026-01-30T11:59Z 14.7K followers, [----] engagements
"$LPG declares a [--] cent dividend and provides guidance clarification"
X Link 2026-01-30T13:08Z 14.7K followers, [----] engagements
"Trump just posted on his Truth Social that Modi has agreed to stop buying Russian oil. #TANKERS"
X Link 2026-02-02T17:08Z 14.7K followers, [----] engagements
"Strong morning for Offshore with 52W highs. $BORR $DO $NE $RIG $SDRL $TDW $VAL"
X Link 2026-02-04T14:38Z 14.7K followers, [----] engagements
"$DHT reports Q4: EPS and dividend of [--] cents Q1 spot: 76% of days at $78900"
X Link 2026-02-04T22:01Z 14.7K followers, [----] engagements
"OFAC just dropped more Iran related sanctions. [--] vessels added"
X Link 2026-02-06T15:37Z 14.7K followers, [----] engagements
"$DAC Q4: Adj EPS $7.14 [--] cent dividend Bought back 225K shares"
X Link 2026-02-10T12:22Z 14.7K followers, [----] engagements
"$SFL Q4: [--] cent Dividend AEBITDA $109M"
X Link 2026-02-11T12:23Z 14.7K followers, [----] engagements
"$ESEA announces a strong contract extension for its feeder"
X Link 2026-02-11T14:06Z 14.7K followers, [----] engagements
"$SFL up a very strong 10% after its Q4 report"
X Link 2026-02-11T19:40Z 14.7K followers, [----] engagements
"$STNG Q4: Deeper in net cash as of Feb 10: $308M [--] cent dividend $1.62 EPS"
X Link 2026-02-12T12:32Z 14.7K followers, [----] engagements
"Very strong day for $LPG which was upgraded by Pareto (which we agree with)"
X Link 2026-01-06T14:56Z 14.7K followers, [----] engagements
"What a week for Capesize Up another [----] today to [-----]. FFAs up again this morning $SBLK $CMBT $HSHP $NMM"
X Link 2026-01-30T13:31Z 14.7K followers, [----] engagements
"Bulk FFAs down today. Equities mixed with $NMM and $CMDB strong and new [--] week highs"
X Link 2026-02-03T15:55Z 14.7K followers, [----] engagements
"$LPG reports EPS of $1.11"
X Link 2026-02-05T11:59Z 14.7K followers, [----] engagements
"Strong day for Containers. $ZIM and $CMRE 52W Highs"
X Link 2026-01-12T17:11Z 14.7K followers, [----] engagements
"Pareto notes today that Sinokor is offering its VLCCs at $150000/day and is controlling 1/3 of the upcoming MEG availability"
X Link 2026-02-02T13:39Z 14.7K 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
"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
"Big sell-off in tankers today. Clean tankers at multi year lows. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2025-02-27T16:29Z 14.7K followers, [----] engagements
"$SBLK: New 13G filing this evening as JF has purchased 11.8M shares in SBLK for a 10.07% ownership. Out of $GOGL and into $SBLK. See our full dry bulk coverage and latest analysis on the $GOGL $CMBT transaction and all the benefits of VIE membership at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2025-03-19T03:14Z 14.7K followers, 13.9K engagements
"Global markets have been crashing in an ugly Monday. Shipping holding up ok so far with $FRO $GOGL $HAFN up 3% at the moment. $TRMD CEO just filed a [-----] open market purchase"
X Link 2025-04-07T10:44Z 14.7K followers, [----] engagements
"$VAL Q1 AEBITDA $181M $151M cash from Ops $1.0B new contract awards"
X Link 2025-04-30T21:42Z 14.7K followers, [----] engagements
"Latest ECO VLCC spot rates have hit a TCE rate of $60000/day. $DHT $FRO $ECO $INSW"
X Link 2025-06-20T12:37Z 14.7K followers, [----] engagements
"$VAL reports Q2 AEBITDA of $201M higher than guidance"
X Link 2025-07-30T20:47Z 14.7K followers, [----] engagements
"Solid day for the Offshore Group lead by $SDRL at +3.5% and $VAL +2.5%"
X Link 2025-12-30T15:55Z 14.7K followers, [----] engagements
"Huge jump in VLCC spot today up 62% to $122000 ๐ฅ๐ฅ FFAs hitting new highs. $FRO $ECO $DHT"
X Link 2026-01-30T16:18Z 14.7K followers, [----] engagements
"We have updated our #shipping models with our Top Picks for February We had near record January model performance with Value +13.9% and Speculative +17.1% ๐ช. Great start to [----] Learn more about VIE membership and our models at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2026-02-03T12:19Z 14.7K followers, [----] engagements
"Very Strong tanker open with most at new [--] week highs"
X Link 2026-02-11T14:57Z 14.7K followers, [----] engagements
"Fearnleys: [--] YR VLCC charter rates marked up $10000 this week to $88000. ๐ฅ $DHT $FRO $ECO $INSW"
X Link 2026-02-13T13:59Z 14.7K followers, [----] engagements
"$SB: Sells its older Capesize for $35M"
X Link 2026-02-13T21:07Z 14.7K followers, [----] engagements
"Breaking news overnight as many reports that $HLAG and $ZIM are close to a deal valuing $ZIM at over $3.5B. $HLAG confirms negotiations are advanced"
X Link 2026-02-15T13:04Z 14.7K followers, [----] engagements
"Adding a substantial trading position to a dry bulk #shipping name today. Trades at a significant discount to peers and to NAV despite having one of the most prudent management teams in the business. Surprised we even see discounts like this anymore"
X Link 2022-05-23T17:44Z 14.7K followers, [---] engagements
"Huge fan of $SBLK Star Bulk Carriers They issued shares in an ATM at a premium to NAV and swapped right back around and repurchased at a discount. Amazing work and sticking to their clear dividend policy Awarded first-ever "A+" mgt grade in VIE history. CC: @capitallinkship"
X Link 2022-05-24T22:11Z 14.7K followers, [--] engagements
"We have launched a new platform this week Value Investor's Edge Lite for those who are interested in #shipping and supporting our research but aren't ready to upgrade to the full-service VIE research platform yet. Comparison below + link w/ more info: https://seekingalpha.com/instablog/839737-j-mintzmyer/5734588-introducing-value-investors-edge-lite https://seekingalpha.com/instablog/839737-j-mintzmyer/5734588-introducing-value-investors-edge-lite"
X Link 2022-05-26T17:39Z 14.7K followers, [--] engagements
"Was noted (disparagingly) that many current VIE top picks are in #containerships. (As sorted by '% implied upside' to current 'fair value est.') It has been a couple weeks of brutal returns in the #shipping markets. Check back in [--] months $DAC $GSL $TGH $ZIM Past record:"
X Link 2022-06-13T23:25Z 14.7K followers, [--] engagements
"$DAC announces $100M repurchase program #shipping: https://d18rn0p25nwr6d.cloudfront.net/CIK-0001369241/75d350fc-5c64-4dfb-bb77-3d7d43a402c8.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001369241/75d350fc-5c64-4dfb-bb77-3d7d43a402c8.pdf"
X Link 2022-06-14T12:57Z 14.7K followers, [---] engagements
"Our exclusive #shipping models (long only no leverage) are up 59.1% YTD (and +136% in 2021). Theoretical $50k in these models for 2021-2022 YTD is $187k now. Over the past [---] years cumulative tracked rtn is +1140% (46.9% annualized). Learn more: http://www.mintzmyer.com http://www.mintzmyer.com"
X Link 2022-08-10T22:06Z 14.7K followers, [---] engagements
"$ZIM earnings tomorrow morning. VIE estimate is $12.50-$14.50 ($13.50 midpoint) for adj. EPS. Current fair value estimate $78/sh. High volatility expected. ๐ #shipping"
X Link 2022-08-16T20:17Z 14.7K followers, [---] engagements
"$ZIM Results: -EPS miss ($11.07 vs. $13.50) โ -Guidance reaffirmed ($40 EPS) โ -Big dividend raise โ
-Nearly $30/sh in cash (ex-leases) โ
-Still no repurchases โ Amazing results for $50/sh but market obviously needed much more https://finance.yahoo.com/news/zim-reports-financial-results-second-110000639.html https://finance.yahoo.com/news/zim-reports-financial-results-second-110000639.html"
X Link 2022-08-17T11:27Z 14.7K followers, [---] engagements
"Our $ZIM 'fair value estimate' reduced $78 to $70 pre-div (approx. $66 ex-div). Freight markets weaker than expected July/Aug and $ZIM missed Q2 fairly hard. $ZIM likely $35-$40 net cash (ex-leases) YE22 + [--] divs. Market saying residual value mid-2023+ is essentially $0 ๐คฏ"
X Link 2022-08-17T20:10Z 14.7K followers, [---] engagements
"Tankers are just starting to hit their stride bulkers trade at near-record discounts with clean balance sheets and tiny orderbooks and containerships trade at the cheapest valuations in market history with FCF locked thru [----]. Great time to be a #shipping investor/buyer"
X Link 2022-09-19T19:05Z 14.7K followers, [---] engagements
"Think Different- in #shipping. A case study rvw ๐งต. We published our first public bullish report on #containership #shipping [--] yrs ago. Our picks: +386% after 2y after including the big pullback in mid-2022 (1y returns even higher). Report: 1/6 https://seekingalpha.com/article/4375987-containership-rates-soar-while-stocks-dwindle https://seekingalpha.com/article/4375987-containership-rates-soar-while-stocks-dwindle"
X Link 2022-09-26T18:09Z 14.7K followers, [---] engagements
"March [----] model portfolio updates and rebalancing commentary just posted for members of VIE. This has been our 2nd strongest YTD return in our 8-year history +25.8% avg YTD with long only + cash reserves. Our 5y model CAGR is +60.8%. ๐ช๐ Learn more: https://bit.ly/vieresearch https://bit.ly/vieresearch"
X Link 2023-03-01T22:56Z 14.7K followers, 13.8K engagements
"Good day to increase #tanker exposure"
X Link 2023-04-03T23:31Z 14.7K followers, 11.7K engagements
"Have you tried our research platform: Value Investor's Edge Long only (no options/margin/leverage) #shipping Model Portfolio IRR of 57.1% (nearly 7x) over the past [--] years Also have an Income Model with 9% yield + pref equity coverage. Learn more: https://seekingalpha.com/checkoutservice_id=mp_316 Yes Current Member. Yes Previously. No Not Interested. No Tell Me More https://seekingalpha.com/checkoutservice_id=mp_316 Yes Current Member. Yes Previously. No Not Interested. No Tell Me More"
X Link 2023-04-14T00:43Z 14.7K followers, 27.1K engagements
"$GSL buys [--] ships in a leaseback transaction (our guess is from @Maersk ). Excellent deal economics Guaranteed slight profit just from 2y EBITDA + demolition. Moderate profit in 3y scenario. Enormous profit if the ships last longer. Hopefully more to come #shipping"
X Link 2023-05-08T14:42Z 14.7K followers, [----] engagements
"$ZIM report generally in-line. Cost structure peaks around Q2-23. Spot rates seem to have already troughed (+ bottom of seasonality). Q2-23 likely the worst quarter then should see improving EBITDA thereafter as the worst leases roll off and freight markets improve. #shipping"
X Link 2023-05-22T12:11Z 14.7K followers, 14.4K engagements
"Our long-only #shipping models (no options leverage etc) are up an average of 35.4% YTD. -In [----] our models returned 54.9%. -2021: 133.1%. We are in the midst of Q2-23 earnings season coverage with exclusive reports on [--] firms. Learn more: http://www.vieresearch.com http://www.vieresearch.com"
X Link 2023-07-29T14:47Z 14.7K followers, 22.6K engagements
"43% annualized rtn over [--] years. That's 15x total Lots of (non-members) think our #shipping research is too expensive but what is the proper price for that performance Last chance for a free trial in [----] (open until Thurs at midnight). Check it out https://seekingalpha.com/affiliate_link/sept23 https://seekingalpha.com/affiliate_link/sept23"
X Link 2023-09-19T13:19Z 14.7K followers, 10.3K engagements
"Q3-23 is finally over How did the markets do this quarter -Russell 2000: -5.5% ๐ซ -Nasdaq: -4.1% ๐ฐ -S&P 500: -3.6% ๐ฅด -VIE long only #shipping models: +12.7% โ
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
"Huge day for VIE as our #shipping #research team is expanding Please congratulate @ClimentMolins on his promotion to "Head of Shipping Research." ๐พ We are also adding an Offshore Analyst and have plans to hire additional junior #shipping and #energy analysts.๐ง๐ Read more:"
X Link 2023-10-12T20:56Z 14.7K followers, [----] engagements
"๐ Join J Mintzmyer and Aristidis Alafouzos CEO of Okeanis Eco Tankers $OET as our exclusive VIE Live Series continues. We cover the current crude #tanker markets discuss potential risk factors and explore what sets Okeanis apart for investors. #shipping"
X Link 2023-11-29T15:00Z 14.7K followers, [----] engagements
"Our long only diversified #shipping model portfolios are now +57% YTD even higher than last year's return of 55% (we produced +133% in 2021). Our #research memberships are open for just a couple more weeks at the current [----] rates. Learn more here: https://seekingalpha.com/affiliate_link/vietwitter https://seekingalpha.com/affiliate_link/vietwitter"
X Link 2023-12-22T20:14Z 14.7K followers, 12.4K engagements
"One month ago today our Head of Macro Research @JamesCatlin76 posted this exclusive update on VIE and discussed how recent events could lead to much stronger container and tanker #shipping rates. $ZIM was $7.29 the next morning. Yesterday it closed at $12.26. +68%"
X Link 2024-01-04T13:13Z 14.7K 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
"Shipping is incredibly volatile mid-day as Al Jazeera posted an article about Israel agreeing to a ceasefire. That article has since been deleted. Waiting on any additional word or mainstream coverage"
X Link 2024-02-01T18:44Z 14.7K 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%. $DHT +5% post earnings"
X Link 2024-02-07T19:39Z 14.7K followers, [----] engagements
"$HAUTO was one of our top picks for our [----] Speculative model. [--] days into [----] $HAUTO is up an amazing 37% (over a 350% annualized return) Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-02-08T14:27Z 14.7K followers, 14.5K engagements
"Shipping equities are having a very strong day. Leaders of the day so far: - $SFL +7% - $STNG +6% - $GASS 5.5% - $ZIM +4% Post earnings: - $ASC now flat (was -5% - $HSHP +3%"
X Link 2024-02-15T20:04Z 14.7K followers, [----] engagements
"$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
"VIE firms reporting earnings this upcoming week: - Mon: $GSL - Tues: $HAFNI - Thurs: $TRMD"
X Link 2024-03-02T13:47Z 14.7K followers, [----] engagements
"Very sad news today as this vessel appears significantly damaged and crew are reported missing and some with burns. This is the dry bulk True Confidence"
X Link 2024-03-06T14:49Z 14.7K followers, 36.3K engagements
"With the close of March and Q1 congrats to $NMM with a [--] month gain of 25%. At the other end $ZIM ends with a [--] month loss of 22%. Off to April and Q2 now"
X Link 2024-03-31T16:39Z 14.7K followers, [----] engagements
"$HAFNIA - Confirms it will began trading on the NYSE on Tuesday (4/9) and also updates its dividend policy. LTV of 20-30% equals a 80% payout ratio while under 20% equals a 90% payout ratio. HAFNIA is part of our in-depth product tanker coverage. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-09T04:37Z 14.7K followers, [----] engagements
"VIE covered container shipping equities had a great week: - $ZIM +30% - $MPCC +24% - $CMRE +8% - $GSL +7% Read our Q1 containership earnings preview at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-27T12:19Z 14.7K followers, [----] engagements
"Did you know VIE is in its 9th uninterrupted year of service Through Q1 our long only models are +11.4% YTD - roughly 52% annualized ๐ฅ. And April has continued strong Into our 9th Year: 43.7% IRR total return of over 19x. Learn more about our research and model portfolios at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-04-27T14:18Z 14.7K followers, 15.5K engagements
"$ECO Q1: - EPS of $1.23 - $1.10 dividend - 82% of Q2 VLCC days at $75900; 57% of Suezmax at $60800 ๐ฅ"
X Link 2024-05-16T04:13Z 14.7K followers, [----] engagements
"$GLNG: Announces a [--] year FLNG agreement in Argentina Aims to use Hilli but may swap with another FLNG. GLNG will also own 10% in the JV"
X Link 2024-07-05T11:22Z 14.7K followers, 15.1K engagements
"Very strong day for tankers with gains of 3-6%. $FRO $NAT $TEN $TRMD $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2024-07-22T18:04Z 14.7K followers, [----] engagements
"$ZIM Q2 smashes expectations: $3.08 EPS and [--] cent dividend Raises [----] guidance to $2.6B-$3.0B EBITDA. See our members rocket chat discussion board for real time analysis. Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-08-19T11:08Z 14.7K followers, [----] engagements
"$NMM and $ZIM are the hot shipping stocks of the day. $ZIM +6%. Possible East Coast strike getting closer. $NMM hit a new 9+ year high today"
X Link 2024-09-19T19:09Z 14.7K followers, [----] engagements
"With the potential East Coast strike heating up $ZIM ends the day up over 11% on over 2X volume to $22.33. Very strong day. Negotiators have one week to save US east coast from chaos https://t.co/Snmf73dQsX via @splash_247 Negotiators have one week to save US east coast from chaos https://t.co/Snmf73dQsX via @splash_247"
X Link 2024-09-23T20:03Z 14.7K followers, 10.2K engagements
"$STNG: Bugbee discloses a new call option purchase: [----] call contracts at $67.50 strike Jan [----] expiration"
X Link 2024-09-26T20:28Z 14.7K followers, [----] engagements
"Breaking Tanker News US has just sanctioned approx two dozen tankers associated with Iran trading. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI https://ofac.treasury.gov/recent-actions/20241011 https://ofac.treasury.gov/recent-actions/20241011"
X Link 2024-10-11T19:32Z 14.7K followers, 10.7K engagements
"$VAL Q3: - $100M of shares repurchased - AEBITDA of $150M ($139M in Q2) - $111M FCF See our full offshore coverage at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-10-30T20:38Z 14.7K followers, 104.7K engagements
"$ZIM Q3: - EPS $9.34 ๐ฅ - Dividend of $3.65 which includes a $0.84 special dividend See our full earnings recap at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-11-20T12:05Z 14.7K followers, 11K engagements
"$VAL 13D/A: In the latest SEC filing this evening Famatown Finance (John Fredriksen) continues to buy VAL in the open market See our full offshore coverage and research reports at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-11-29T21:27Z 14.7K followers, 66.9K engagements
"Shipping is closing out Monday with very strong gains: $ZIM +12% $ECO +8.7% $CMBT +6.7% $TEN +5.6% $FRO +5.6 U.S. markets close early tomorrow. Happy holidays to all"
X Link 2024-12-23T20:50Z 14.7K followers, [----] engagements
"Kenon announced today that it sold its remaining $ZIM shares and no longer holds any common shares"
X Link 2024-12-26T13:31Z 14.7K followers, [----] engagements
"We have updated our #shipping models with our Top Picks for January [----] with a number of new entrants [----] ended on a difficult note with a string of bad months for shipping (after an exceptionally strong first half). YTD [----] our Speculative model is up 15.2% and Value up 8.5% compared to the Russell up 9.0%. But we significantly out performed industry averages and the sector ETF (BOAT). Learn more about VIE and our [----] shipping picks: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2024-12-29T14:24Z 14.7K followers, 18.6K engagements
"Strong day for Offshore. $BORR $DO $NE $RIG $SDRL $TDW $VAL"
X Link 2024-12-30T17:10Z 14.7K followers, 10.8K engagements
"Very strong day for shipping with broad based gains. $ZIM the current leader at +8% (FBX jumped over 12%) $GASS +7.5% $NMM +7%"
X Link 2025-01-02T16:34Z 14.7K followers, [----] engagements
"Broad market ends mildly down. However shipping has another strong day and starts [----] on a very positive note. Top gainers covered by VIE: $ZIM +8.5% $KNOP +8.5% $NMM +7% $GASS +6% $TRMD +6%"
X Link 2025-01-02T21:03Z 14.7K followers, [----] engagements
"Tankers strong pre market on the latest sanction news: $FRO +7% $ECO +6% $DHT +4%"
X Link 2025-01-07T11:39Z 14.7K followers, [----] engagements
"Tankers exploding higher at open. $FRO +10%. Very active discussion all morning on the China and COSCO tanker news in our RocketChat discussion board for members. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI Learn about all VIE benefits at: Learn more: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2025-01-07T14:40Z 14.7K followers, [----] engagements
"VLCC spot +5% today and FFAs continue to move higher with the curve +5-9% today. Tanker equities jumping in Europe: $FRO +8% $OET +7% $HAFN +5% $DIS.MI +4% We just issued our crude tanker Q4 earnings preview with commentary and earnings estimates on all our covered tankers. Learn more about VIE and our research: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2025-01-10T11:50Z 14.7K followers, [----] engagements
"Rumors flying around this morning that the U.S. Treasury is issuing a statement later today with new sanctions on [---] Russian tankers. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI Two oil trade sources say A US Treasury statement detailing new sanctions Russian oil to be announced later on Friday is helping to boost oil prices - Reuters #oott Two oil trade sources say A US Treasury statement detailing new sanctions Russian oil to be announced later on Friday is helping to boost oil prices - Reuters #oott"
X Link 2025-01-10T12:47Z 14.7K followers, [----] engagements
"Sanctions driving huge movement in tanker FFAs this morning : VLCC Q1 +12% Suezmax Q1 +16% LR1 Q1 +14% $FRO +5% in Oslo $TRMD 4% Our tanker macro update and [----] outlook have also been posted for our members. Learn more about VIE: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2025-01-13T12:07Z 14.7K followers, [----] engagements
"Tanker spot rates continue to jump today: VLCC at $50000 +31% Suezmax +11% Clean spot rates also have a huge jump with BCTI up over 10% $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2025-01-14T16:16Z 14.7K followers, 10.2K engagements
"Tanker spot rates continued to climb. ECO VLCCs quoted at $64K (up around 8%) Aframax finally moving up 4% to $29K. Clean up across the board. MR basket at $24K +7% $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2025-01-17T12:18Z 14.7K followers, [----] engagements
"Shipping is all green in Europe with tankers leading the way: $FRO +3% $OET +2.5% $DIS.MI +2.3% $HAUTO +2.3%"
X Link 2025-01-29T12:29Z 14.7K followers, [----] engagements
"Strong morning for $ZIM up nearly 7%. INE Container Freight Futures have been on a significant [--] day rally"
X Link 2025-02-10T15:54Z 14.7K followers, [----] engagements
"Tankers are jumping after Bessents comments on cutting Irans exports. $FRO +7% pre market. U.S. TREASURY'S BESSENT: COMMITTED TO CUT IRAN OIL EXPORTS TO 100K BARRELS/DAY U.S. TREASURY'S BESSENT: COMMITTED TO CUT IRAN OIL EXPORTS TO 100K BARRELS/DAY"
X Link 2025-02-14T12:15Z 14.7K followers, [----] engagements
"Busy week of earnings this upcoming week for VIE: Monday: $NE $RIG Tuesday: $SB $SBLK Wednesday: $ECO $GNK $TNK Thursday: $BORR $HSHP $VAL Friday: $GASS"
X Link 2025-02-15T17:16Z 14.7K followers, [----] engagements
"$NE CEO and CFO purchased shares in the open market today"
X Link 2025-02-20T23:44Z 14.7K followers, [----] engagements
"$ZIM has been a top performing shipping equity lately. Up 34% in the past month"
X Link 2025-02-26T15:08Z 14.7K followers, [----] engagements
"$ZIM Q4 $4.66 EPS (vs consensus of $3.49) $3.17 dividend (45% of annual net income) See our full ZIM and container membership coverage at: https://seekingalpha.com/affiliate_link/VIE https://seekingalpha.com/affiliate_link/VIE"
X Link 2025-03-12T11:08Z 14.7K followers, [----] engagements
"$DAC: Announces a $100M extension of its share repurchase plan as its current $200M plan is virtually all used up. Nice job ๐ช"
X Link 2025-04-14T11:33Z 14.7K followers, [----] engagements
"$VAL: Sells its jackup VALARIS [---] to BW Energy for $108M"
X Link 2025-05-05T20:34Z 14.7K followers, [----] engagements
"$DAC Q1 EPS $6.04 $525M new charter backlog Repurchased 265K shares after quarter end Increased $SBLK stake"
X Link 2025-05-13T21:29Z 14.7K followers, [----] engagements
"$SBLK announces the repurchase of nearly 2M shares since March [--]. Very well done ๐"
X Link 2025-06-16T14:07Z 14.7K followers, [----] engagements
"Tanker rates have jumped with VLCCs back over $50000 (doubled from last weeks $25000) and Suezmax in the high $30000s. LR2s also jumped above $30000. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2025-06-17T10:39Z 14.7K followers, 11.9K engagements
"Clean tanker spot rates significantly jumped with Eco LR2s and LR1s up over 40% with LR2s in the high $40Ks and LR1s high $30Ks. Eco VLCCs up to mid $50Ks $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2025-06-18T11:33Z 14.7K followers, [----] engagements
"Tanker FFAs jumping today with VLCCs up over 7% and Suezmax and Aframax up around 5%. $FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI"
X Link 2025-06-23T13:20Z 14.7K followers, [----] engagements
"Offshore is having a very strong day. $BORR $DO $NE $RIG $SDRL $TDW $VAL"
X Link 2025-07-01T16:24Z 14.7K followers, 11.1K engagements
"Offshore group rallying again. $BORR $DO $NE $RIG $SDRL $TDW $VAL"
X Link 2025-07-23T16:03Z 14.7K followers, [----] engagements
"Offshore had a great week of gains: $BORR $DO $NE $RIG $SDRL $TDW $VAL"
X Link 2025-07-26T14:54Z 14.7K followers, [----] engagements
"Green day for Shipping in Europe today. Top advancers: $HAUTO +3% $CLCO +3% $WAWI +2.7% $CMBT +2% $BWLP +2%"
X Link 2025-07-28T11:54Z 14.7K followers, [----] engagements
"Mixed session for shipping in Europe. Top movers: $CLCO +3.7% $DIS.MI +2.1% $HAFNI +1.5% $HSHP -2.3% $BWLP -1.8%"
X Link 2025-07-29T12:57Z 14.7K followers, [----] engagements
"$ZIM +13% on the latest management buyout rumors from overnight"
X Link 2025-08-11T17:06Z 14.7K followers, [----] engagements
"$RIG: Disposing of [--] cold stacked rigs. $1.9B impairment in Q3"
X Link 2025-08-27T23:18Z 14.7K followers, 12K engagements
"$CLCO Q2 AEBITDA $56.5M TCE $69600"
X Link 2025-08-28T11:06Z 14.7K followers, [----] engagements
"Shipping mainly green in Europe. Top movers: $CMBT +5.8% $OET +3.2% $CLCO +2% $DIS.MI +2%"
X Link 2025-08-29T12:33Z 14.7K followers, [----] engagements
"$CLCO in advanced discussions to be acquired by EPS Ventures for $9.65/share in cash"
X Link 2025-09-24T11:07Z 14.7K followers, [----] engagements
"VLCCs marked at $125K/day. Highest in over [--] years (excluding 2020). ๐ฅ๐ฅ #TANKERS"
X Link 2025-10-29T16:37Z 14.7K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/x::Shipping_VIE