Colonel Foley

@PetterOrms @ed_fin @AndersSjastad @christankerfund @joeriwestland @ny_rsen If they have a cashflow of 12 dollars, the stock will more likely to be near 55 than 45

Just look at that cash flow!!! $fro Will earn a crazy amount if money the next 2-3 years! And the wars will put the shadow fleet up for scrapping! Next stop $45 And $2++ dividend for q1🤑 @ed_fin @AndersSjastad @christankerfund @joeriwestland @ny_rsen

@ed_fin Maybe that's going to wake the hedge funds a little bit

$DHT today

@wisdomandboats We've got something like 20% VLCC who are stuck inside the strait or in the waiting...Rates are going to fall a little bit and stabilize also routes are going to be much longer I am still bullish on the tankers even if the Strait stays closed

This is starting to come into fruition VLCC rates in West africa and Brazil have now dropped below pre-war rates on the week of 2/23 That week West Africa loading hovered around ws 150-195 with rates now at ws 140. Same story for Brazil as rates hovered around ws 155-185 the week before the war with now a recent fixture going for ws 144 USG/Carib VLCC rates are holding stronger at $16-17 million, but rates the week before the war hovered around $15-16 million, so the initial rates spike has largely subsidized. This decrease has also been prevalent in other segments as Suezmax rates in West Africa while black sea rates hold stronger than expected. Aframax earnings, especially in the Caribs, probably had one of the most dramatic spikes in rates due to extremely limited vessel supply. Over the past 1-2 weeks a substantial amount of tonnage has started to ballast west massively pushing down rates from their peaks, but rates still hold high above pre-war levels. The markets will continue to stay volatile and hard to predict, but the fundamental drivers will hold if the situation persists. The USG will hold as a very active loading zone with stronger rates as VLCC and aframaxes both benefit from their symbiotic-like dynamic for lightening. Med rates will likely remain stronger for Aframaxes and Suezmaxes while loading zones like West Africa and Brazil continue to face softer rates looking ahead. Expect the market to stay very volatile and with more vessel supply freeing up and migrating, we’ll likely see an ongoing wave-like dynamic in rates fluctuating stronger and weaker as vessel supply decreases and increases. #tankers #oott #iran

@wisdomandboats Also offshore rigs will be called by a lot of countries trying to smooth out their commercial balance if this happens

Middle East crude oil (DPP) imports to Asia have declined by over 11 million bpd, & Asian oil product (CPP) exports have fallen by over 6.5 million bpd. Intra-Asia trade is collapsing & the impacts are being felt everywhere. Southeast Asia, Oceania, & the USWC are being hit the hardest by this so far For tankers, the impacts are massive as crude and clean exports have increasingly rerouted to Asia. Crude oil import have rerouted to the East mainly from: -The USG -Brazil/Argentina -Europe/Med -West Africa -Yanbu -Vancouver via the TMX pipeline Clean products have mainly rerouted to Asia from: -The USG -India -Europe/Med Further down the supply chain, previous major importers of Asian refined products now have to source products elsewhere. Because of this, very unusual voyages across huge distances are starting to be seen that would normally be wildly uneconomical. But now, they are supported due to high prices and huge price differentials as many regions face massive shortages. It’s chaos in the market and It’ll only worsen as paper markets catch up and as the supply buffer disappears in Asia, making the shortages become even more prevalent. But for tankers, an unbalanced market fueled by a massive supply disruption, is a shipowners dream come true. #tankers #iran #oott

@wisdomandboats Your right if this happen even for a year or 2...the tanker markets will become the hottest thing

@wisdomandboats This rerouting is taking a trend that the market hasn't recognized yet. If you look geopolitically speaking the US is trying to make the rest of the world dependent on the Americas oil (USA Venezuela Canada Brazil...) It will save the petrodollars maybe for a decade

@EleftheriaElpis @antidote528528 what kind of magnet is this soft or very powerful?

@antidote528528 I’m so relieved you’ve been alerted to any possible danger, Helen

What the fuck?

@christankerfund We don't have the same numbers...put your sunglasses on grandpa

Trump tirades against the Pope now

@ed_fin @4thTroglodyte Sauterne with foie gras...the best

@4thTroglodyte It’s in the fridge. (And Suduiraut too)

Happy Easter to all the Greeks! 🇬🇷

@NStepmum RIG with the merger will have almost a monopoly on offshore oil

Energy indepence/infrastructure has never been more important $RIG $VAL $OIH $COAL $GLNG $TNZ.TO Have been forcing myself to find reasons to sell RIG but dont see much bear cases to this.

@ed_fin The Strait of Taboulé and Falafel

Me, reading hot takes by influencers w/ 100k+ followers who had never heard about Hummus (or shipping) until 3 weeks ago:

@officielsoral auto psychanalyse le gars

Voici ce qu'on appelle une belle inversion accusatoire !

@MABobserver What a bunch of degenerates...Reminds me of the movie There will be blood...Typical american heritage : Sociopathic protestant illuminates hungry for wealth

🇺🇸🇮🇱 Un pasteurs à Pâques à la Maison Blanche « Dieu a élevé Trump pour tuer les Iraniens islamiques pour le peuple juif »

@christankerfund I am out...They should have done multiples buybacks with the stock swings...Hit the jackpot in 2022 with a highly leveraged balance sheet...The stock could've gone from 10 to 120.Bad decisions on extremely good circumstances

$STNG closed on its Notes. Full $50M exercised for $375M total

@christankerfund Also why invest in DHT when you can buyback your stocks cheaper...

@LeroyCatherine9 @CNEWS ils le sont tous plus vapeur que voile d'ailleurs

@ColonelFoley @CNEWS Macron n'est pas à voile et à vapeur peut-être ?

Catherine Nay sur la relation entre Jordan Bardella et Maria Carolina de Bourbon des Deux-Siciles : «Il sait que s'il est candidat dans un an, il ne peut pas, à 30 ans, arriver seul à l'Élysée», dans #Punchline Toute l'info est à retrouver sur cnews.fr

@ed_fin BWET at ATH and tanker going down...tough day again for the shipping stocks

@robinmonotti There are no christian zionist so that doesn't count

Did you know that there are more than 300,000 Christians living in Iran & over 650 Christian Churches? Why is Trump hiding this?

@NakedHedgie Fake Ceasefire Fake news Fake everything I mean F*ck everything

So this really WAS purely about knocking down the oil price (someone made a killing) and boosting stocks and bonds?