bignor🚀💯

Premium League table since Michael Carrick was appointed as interim:

JUST IN: Tankers are surging through the Strait of Hormuz.

AH-64 Apaches fly above the Strait of Hormuz during a patrol, April 17. U.S. Army Soldiers are flying in and around the strait providing a visible presence in support of freedom of navigation.

VLCCs:

@ZannisManolis Tanker rates will be steady high for a looong time! And tankers will go up!

Hormuz opens, tankers rates down, inflation down, equities up..tankers??? $fro $ten $eco $stng $bwet

$FRO over $38 and +8% 🔥🔥

🚨 IRAN’S FOREIGN MINISTER ARAGHCHI SAYS: IN LINE WITH THE CEASEFIRE IN LEBANON, THE PASSAGE FOR ALL COMMERCIAL VESSELS THROUGH STRAIT OF HORMUZ IS DECLARED COMPLETELY OPEN FOR THE REMAINING PERIOD OF CEASEFIRE

BREAKING: Talks between the US and Iran are close to reaching an agreement according to a Pakistani source-Reuters

@ColonelFoley @ed_fin @AndersSjastad @christankerfund @joeriwestland @ny_rsen I agree and hope so too, but I think 45 I the next level for it before retrace.

@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

Tankers are jumping pre market .. as soon as the $DHT update came out ↗️↗️ $FRO +5%

If tanker rates normalize toward $100k/day long-term (as Clarksons sees limited short-term downside), $FRO's $22k cash break-even on 81 tankers implies ~$10-11 EPS annually. At $35/share, that's a forward P/E of ~3-3.5x—highly accretive to earnings power, dividends, and potential buybacks if sustained. Current rates (VLCCs ~$135k) make it even stronger near-term.

BREAKING 🔴🔴 USNAVCENT expands the Iran blockade worldwide. Iranian vessels, OFAC sanctioned ships, and suspected contraband carriers can now be boarded and seized by U.S. forces anywhere, with the move targeting Iran’s shadow fleet of more than 570 tankers. Key points • Blockade in force since April 13 now applies worldwide under belligerent rights • Neutral flagged vessels tied to Iran or sanctions also at risk • $400M + per day in Iranian oil revenue at risk • Nearly 90% of Iran’s trade is sea based • Rising risk of economic collapse and currency crisis Source: USNAVCENT / NCAGS advisory via Seatrade Maritime (Marcus Hand), April 16, 2026; m

Bessent confirms the Russian oil waivers will not be extended. Good news for the compliant #TANKER fleet.

189 kusd per day, eh... No wonder the market us selling of tankers... Lol

Spol tilbake. ⏪ Vi er i oktober 2020. Bankene var mislikt. Olje var "dødt". Jeg gjorde en Graham-screening på en lørdag ettermiddag. 5 selskaper. Ingen kvalitativ analyse, kun brukbar historikk. Formelen: √(22.5 × EPS × BVPS).

JP Morgan enters VLCC market with ~$500m newbuilding deal for up to 4x 307,000 dwt crude carriers at DSIC (China). 2 firm orders + 2 optional units, marking US bank’s debut in crude tanker ownership.

I love the 'get paid part'. Presumably the CEO of one of the largest VLCC fleets in the world would know

@willyKemptsra well .. we are the "taxi owner/drivers"... get paid in any case.. and it's not like the "passenger" can jump out with 2 million barrels of oil clutched between his arms.. we also get paid waiting for the "passenger" .. otherwise we just pick up another "ride".

@Utbyttepappa Ser den altså! $fro kommer til å gi noen syke utbytter nå. Fort 20kr+ per kvartal nå framover, så da må det jo kursen vurderes litt opp mot det. Skal ikke se bort ifra at den går til 450-550 når det blir fred og gjenåpning av Hormuz. Da blir det knallhard kamp om tankere!!

@PetterOrms Frontline er på radaren, solid selskap. Den har gått som en rakett siste året🚀 Litt usikker på fornuftig inngangspris.

Dette er porteføljen min per i dag📊 Jobber med å bli bedre diversifisert, men det kommer seg. Her er en liten tråd om veien hit og tankene mine underveis😅 Håper det er litt interesant🧵