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24/11 08:32 af ungeee |
6.41 - kan se de ligger flot til og med marts21. Herefter ligger de på ca. 45. Er systemet sådan at man kun reelt ser de næste 4 mdr? Kan man regne med at de næste mdr. fra april21 retter sig senere?
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24/11 07:57 af Helge Larsen/PI-redaktør |
Olieprisen i det højeste siden marts. Styrker efterspørgslen på LPG fra USA.
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24/11 07:41 af Helge Larsen/PI-redaktør |
Flotte LPG futures. (link)
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24/11 07:40 af Helge Larsen/PI-redaktør |
Dorian sluttede i +7,90%.
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23/11 21:23 af Helge Larsen/PI-redaktør |
Dorian LPG +7,49% i US lige nu.
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23/11 19:23 af Helge Larsen/PI-redaktør |
·
Joakim Hannisdahl
@JHannisdahl
Baltic #LPG #shipping index +3% to $67/t (TCE $56k/d)
#VLGC $AVANCE $BWLPG $LPG (link)
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23/11 19:10 af NyNovice |
Det ser godt ud trods udfordringerne i kvartalet.
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23/11 19:08 af NyNovice |
Tsakos stiger små 20% og det skyldes nok denne her (link)
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23/11 15:15 af Helge Larsen/PI-redaktør |
.Joakim Hannisdahl
@JHannisdahl
·
5 min
Baltic Dry Index Rises 1.83% to 1,169
Capesize +1.04% to $12,021
Panamax +2.58% to $11,120
Supramax 58k tons +2.42% to $10,473
Handysize +0.8% to $8,943
#DryBulk #Shipping
$DSX $EGLE $GBLK $GNK $GOGL $SALT $SBLK(link)
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23/11 15:00 af Helge Larsen/PI-redaktør |
Onsdag
Avance Gas Holding Kvartalsrapport - Q3
Onsdag
Frontline Kvartalsrapport - Q3
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23/11 13:49 af Sartaq |
Er der nogen der ved hvornår der kommer tal fra Avance og Frontline?
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23/11 13:29 af Helge Larsen/PI-redaktør |
The product market also continues to improve, predominantly due to a softening in US prices, leaving the spread (US spot vs 2m fwd FEI) at USD 169/mt. Last week, the overall inventory draw across all PADDs in the US saw a 2mb draw, though the midcontinent actually saw a build of 0.2mb, owing to continued mild temperatures.
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23/11 13:29 af Helge Larsen/PI-redaktør |
From Eagle Maritime (Korea):
LPG: The VLGC market continues a strong note and finished the week with solid gains. The Baltic gained 1.1/mt to USD 65.4/mt on Friday, leaving spot rates around USD 54.5k/d. The Western market remains tight on vessel supply bar the first half of December. That said, focus has already shifted to January dates which is a good indication of the current vessel tightness.
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23/11 13:21 af Helge Larsen/PI-redaktør |
Arctic
:
LPG: ATTRACTIVE
1) Rates, FFA’s and ARB are all moving in the same direction, even though US prod. still is strong.
2) FFA’s have gone up 52% between 17.09.20 and now. With FFA’s going from USD 23,8k to 36,1k.
3) Looking at 21e earnings, now at USD 36k/d, Avance would now make NOK 10/sh for FY/21.
4) Valuation screens attractive on both implied steel values and earnings with Avance/BWLPG at P/NAV 0.52x/0.62x and 21e P/E 4.6x/7.3x.
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23/11 10:40 af Helge Larsen/PI-redaktør |
Olieprisens stigning giver medvind til LPG.
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23/11 07:57 af Helge Larsen/PI-redaktør |
Mærsk-rival venter endnu bedre marginer i fjerde kvartal
(link)
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20/11 19:17 af Helge Larsen/PI-redaktør |
Joakim Hannisdahl
@JHannisdahl
·
3 t
Baltic Dry Index Rises 1.23% to 1,148
Capesize +0.33% to $11,897
Panamax +2.32% to $10,840
Supramax 58k tons +1.64% to $10,226
Handysize +0.88% to $8,872
#DryBulk #Shipping
$DSX $EGLE $GBLK $GNK $GOGL $SALT $SBLK(link)
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20/11 19:16 af Helge Larsen/PI-redaktør |
Joakim Hannisdahl
@JHannisdahl
·
16 min
Baltic #LPG #shipping index +2% to $65/t (TCE $54k/d) (link)
#VLGC $AVANCE $BWLPG $LPG
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20/11 19:13 af Helge Larsen/PI-redaktør |
Investoren
@Investoren8
·
3 t
This is what a bull market in shipping looks like.
Dec FFAs for BLPG +6% yesterday = contango of $7 vs. spot. Expect rates close to $60k/d coming weeks, which is the highest since Dec 2019.
$avance share price currently 50% lower compared to last time spot rates was at $60k.(link)
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19/11 21:00 af Helge Larsen/PI-redaktør |
oeri
@joeriwestland
·
9 t
$VLGC FFA's keep rising from already very high levels. This is the December contract...
$Dorian $LPG $Avance $BWLPG(link)
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19/11 20:57 af Helge Larsen/PI-redaktør |
oakim Hannisdahl
@JHannisdahl
·
57 min
Baltic #LPG #shipping index +1% to $64/t (TCE $53k/d)
#VLGC $AVANCE $BWLPG $LPG(link)
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19/11 12:06 af AJE |
Men Barclays er ikke(link)
enig i den betragtning...
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19/11 12:04 af AJE |
Carnegie topper kursmål...(link)
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19/11 07:55 af Helge Larsen/PI-redaktør |
Mærsk/SEB: Hæver kursmål til 14.000 kr. fra 12.500 kr. - GENT: (link)
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18/11 11:42 af AJE |
Men det er vel udviklingen i Ocean der bekymrer. (link)
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18/11 11:32 af AJE |
Undres lidt over hvad markedet i grunden forventer.
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18/11 11:32 af AJE |
Det var ikke længe der var "grønt lys"...
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17/11 19:18 af Helge Larsen/PI-redaktør |
Mærsk/Sydbank: Aktien bør komme grønt fra start i morgen(link)
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17/11 19:17 af Helge Larsen/PI-redaktør |
Mærsk opjusterer forventningerne(link)
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17/11 15:44 af Helge Larsen/PI-redaktør |
Shipping: Baltic Dry-indekset stiger 0,1 pct. til 1112 point(link)
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17/11 14:41 af Helge Larsen/PI-redaktør |
Gas, laks og medicin
#Millionærklubben debatterer tirsdag markedsstemning med Helge Larsen og Lars Persson i studiet. Vært: Bodil Johanne Gantzel. (link)
#GENMAB #Avancegasholding #BWLPG #LPG #BAKKAFROST #MOWI
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17/11 13:56 af Helge Larsen/PI-redaktør |
Shipping: Omlægning af kapacitet kan føre til rateboom på Asien-
Europa(link)
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16/11 16:46 af Helge Larsen/PI-redaktør |
Joakim Hannisdahl
@JHannisdahl
Baltic Dry Index Falls 0.36% to 1,111
Capesize -1.73% to $12,282
Panamax +1.59% to $9,594
Supramax 58k tons 0.0% to $9,728
Handysize -0.1% to $8,566(link)
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16/11 13:51 af Helge Larsen/PI-redaktør |
Rederier: Ny handelsaftale i Stillehavsregionen kan smitte positivt af(link)
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16/11 11:19 af jonathanhill |
LPG går fint op af, også mange triggere lige nu. gode rater, handelsaftale, alle shorterne skal ud inden x-date og Avances Q3 resultat?
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15/11 08:11 af Helge Larsen/PI-redaktør |
God morgen. :-)
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14/11 08:34 af Helge Larsen/PI-redaktør |
Joakim Hannisdahl
@JHannisdahl
·
13 t
Baltic #LPG #shipping index -0% to $64/t (TCE $53k/d)
#VLGC $AVANCE $BWLPG $LPG
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14/11 08:33 af Helge Larsen/PI-redaktør |
oakim Hannisdahl
@JHannisdahl
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13 t
Most significant #oil #tanker #shipping spot movements:
#VLCC +11% to $6k/d
#Aframax +1274%
Ansigt med åben mund
to $1k/d
Eftertænksomt ansigt
#LR2 +11% to $13k/d
#LR1 +13% to $8k/d
#OOTT $ADSCME $DHT $EURN $FRO $HAFNIA $HUNT $INSW $NAT $OET $TNK
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13/11 17:45 af Helge Larsen/PI-redaktør |
China's petchem sector to add 10mn t/yr of LPG demand (link)
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13/11 17:44 af Helge Larsen/PI-redaktør |
India to overtake China as world's largest LPG residential market by 2030 (link)
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13/11 17:13 af Helge Larsen/PI-redaktør |
Maersk: (link)
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13/11 12:37 af TOPspiller |
Det er jo ikke så ringe endda. BW LPG kommer til at tjene ca. 35 pct af deres kurs værdi i år. Lige nu ligger de på 25 pct... Det er ikke så tosset :)
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13/11 11:57 af Helge Larsen/PI-redaktør |
We expect a positive share price reaction
On the back of the higher than expected DPS as well as a more optimistic view on the market, we expect the share to trade higher. BWLPG will host an investor presentation at 14:00 CET. The webcast will be available here: (link)
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13/11 11:56 af Helge Larsen/PI-redaktør |
Upgrades outlook for 2021
Supported by resilient LPG exports out of the US, a recovery in Middle East LPG exports, as well as increased fleet inefficiencies due to extra waiting days at ports and a heavy drydock schedule, BWLPG has upgraded its view on the freight market in 2021. Also, the company remains optimistic about the market for the remainder of the year. This is in line with our view, and our VLGC rate assumption for next year of USD 32k/d indicates a strong market.
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13/11 11:56 af Helge Larsen/PI-redaktør |
As such, we believe that BWLPG is likely to distribute more than 50% for Q4 as well in order to reach its 50% payout target for the full year. On our current rate assumptions for Q4, we estimate that BWLPG will need to distribute a DPS of USD 0.26 in order to reach the target.
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13/11 11:55 af Helge Larsen/PI-redaktør |
Operationally in line, higher dividend
On the back of an achieved VLGC rate of USD 26.8k/d, BWLPG reported TCE revenues of USD 101.5m (-2% vs. ARCe and -5% vs. Cons), EBITDA of USD 67.3m (+5% vs. ARCe and +1% vs. Cons) and EPS of USD 0.18 (vs. ARCe of USD 0.11 and Cons of USD 0.16). Furthermore, BWLPG announced a DPS for the quarter of USD 0.15 (vs. ARCe of USD 0.05 and Cons of USD 0.10), translating into a pay-out ratio 84% in Q3 and 42% YTD.
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13/11 11:54 af Helge Larsen/PI-redaktør |
Arctic :
BW LPG Limited
Recommendation: Buy · Target Price: NOK 55.0 · Current Share Price: NOK 43.92
Higher dividend – upgrades 2021 outlook
• Q3 DPS of USD 0.15 (+48% vs. Cons of USD 0.10)
• Further catch-up payment for Q4 to reach 50% pay-out for FY?
• Upgrades outlook for 2021
• We expect the share to trade higher on the back of the report
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13/11 09:57 af Helge Larsen/PI-redaktør |
ble 33 millioner (128), mot ventet 33 millioner dollar, mens resultat før skatt ble 25 millioner (118), mot ventet 23 millioner.
Styret har besluttet et kvartalsutbytte på 0,15 dollar pr aksje.
Martin Brennmoen [email protected]
Infront TDN Direkt
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13/11 09:56 af Helge Larsen/PI-redaktør |
BWLPG: EBITDA USD 67M I 3.KV 2020 (VENTET 71M), UTBYTTE USD 0,15/AKSJE
08:10
Oslo (TDN Direkt): BW LPG fikk en ebitda på 67 millioner dollar i tredje kvartal 2020, mot 149 millioner dollar i samme periode året før, ifølge selskapets kvartalsrapport fredag.
Det var på forhånd ventet en ebitda på 71 millioner dollar, ifølge estimater innhentet av Infront for TDN Direkt.
TCE-inntektene var 102 millioner dollar i kvartalet (185), mot ventet 107 millioner dollar.
Driftsresultatet for kvartale
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13/11 09:54 af Helge Larsen/PI-redaktør |
Mærsk: Rateindeks for Asien/Europa fortsætter rekordkurs(link)
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