@ManihiB @joeriwestland Out of curiosity, is there a single plausible scenario from right now, where you become bullish tankers?
English
Tob
24 posts
@joeriwestland Sanction enforcement has been a key driver to higher rates. Yes, Iranian oil could become compliant but what happens to tonn miles then? What about the Iranian fleet? «Dark fleet will be scrapped» argument does not work when equities are pricing in 150k/d + rates.
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This is interesting for #Tankers. Iranian oil going from the black market fleet to the compliant one?
First Squawk@FirstSquawk
US HAS ACCEPTED THE LIFTING OF IRAN'S OIL SANCTIONS IN ITS NEW TEXT : A SOURCE CLOSE TO THE NEGOTIATION TEAM TOLD TASNIM THAT UNLIKE ITS PREVIOUS TEXTS, THE US HAS ACCEPTED IN THE NEW TEXT TO WAVE IRAN'S OIL SANCTIONS DURING THE NEGOTIATION PERIOD. || WAVING THE SANCTIONS MEANS A TEMPORARY LIFTING OF THE SANCTIONS. || IRAN INSISTS THAT THE REMOVAL OF ALL SANCTIONS ON IRAN MUST BE PART OF THE US COMMITMENTS. HOWEVER, THE US HAS PROPOSED A TEMPORARY OFAC WAIVER UNTIL THE FINAL AGREEMENT.- TASNIM NEWS
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@AndersSjastad It’s not frontline, it’s Mercuria according to the fixture. Think rumor was 110k/day tho
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Frontline fleet keep on achieving great RVs...
Numbers out on Friday
Tankers International@TankersInt
Front Eira (2019 - Modern Scrubber) On Subs (Estimated Voyage CII: C 🟡) Equinor Mercuria (TCE: RV USD 112K @ 120 days / Actual USD 166K @ 86 days) app.tankersinternational.com/fixtures/id/12…
Benahavís, España 🇪🇸 English
@GavMcCracken EMH would state that all available info has been taken into account by rational actors, who even though oil is up, think the stock is so shitty it shouldn’t get bid up.
English
@Djurvaenn Kommer ju uppenbarligen inte av något annat heller. När någon som driver eye balls och kapital som handlar på vibes ändå kollar på ens univers är de väl lika så bra att smida medans järnet är varmt.
Svenska
@stocktoby Blåshås i svenska småbolag kommer inte av att man shillar ett enskilt bolag till en ai-reddit-pumpare.
Svenska
GIF
research2discovery@R2Discovery
@aleabitoreddit $4C is sophisticated defense tech, leading training and readiness army product from Sweden. U.S. Military is their largest customer (Exonaut platform). Stock trades on NASDAQ First North with local investors only selling - now $42m market cap. Crazy. x.com/i/status/20476…
ZXX
Nivå 0: ignorera årsredovisningen
Nivå 1: läsa VD ordens avslutning
Nivå 2: läs AI summeringen + VD ord
Nivå 3: läs utvalda delar själv
Nivå 4: läs hela
Nivå 5: läs hela årsredovisningen, men föregående års årsredovisning som jämförelse & AI stöd. Välj själv hur bra/dålig du är.
Svenska
Handla aktier
Leta efter ai-case i tre år
Kommer en rimlig setup
Vägra kolla upp vad bolaget ens gör
Vägra köpa för det är "pissbolag"
Var bitter och säga att amerikaner är dumma i huvudet
Skriva något coolt om insidersälj och råvaror
Sova gott om natten
Svenska