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DHT Holdings, Inc. (DHT)

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7,33+0,13 (+1,81%)
Alla chiusura: 04:00PM EDT
7,33 0,00 (0,00%)
Dopo ore: 07:46PM EDT

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  • G
    GM
    $NAT conversation
    Tanker stocks at crossroads: Will looming unwind of floating storage sink equities or will 2021 rate hopes + ‘Fed backstop/COVID is over’ (ir?)rational exuberance on Wall Street save the day? See FreightWaves story for latest data on storage, rates, OPEC compliance, etc: $NAT $EURN $FRO $INSW $STNG $DHT $TNK https://www.freightwaves.com/tanker-stocks-eke-out-more-gains
    Banner day on Wall Street buoys tanker names as pressure builds.
    Banner day on Wall Street buoys tanker names as pressure builds.
    www.freightwaves.com
  • W
    Will Hunting
    $FRO conversation
    $NAT $EURN $DHT

    Isn't it possible that investors are overreacting just a wee bit in all their selling of oil tanker stocks today?

    After all, Nordic American Tankers CEO Herbjorn Hansson just finished telling investors that he's making "tons of money" chartering boats to oil traders. If this is true for one company offering essentially a commodity service (oil storage), then it seems logical it would hold true for Frontline and Tsakos as well.

    Nordic American is making so much money, in fact, that Hansson expects to pay off the company's whole $400 million debt load with the cash flowing in. That's not a boast I'd expect the CEO to make if the trend in higher charter rates was something that could be upset by a one-day wobble in oil prices.

    To the contrary, comments from The Wall Street Journal (today), to the effect that "the world is awash with too much oil" and that "coronavirus lockdowns on driving, flying and industrial activity have all but eliminated the need for the stuff" suggest that even if stock prices of oil shipping companies are down today, the problem of where to store "too much oil" has not been solved -- and these stock prices will go right back up again in relatively short order.

    https://www.nasdaq.com/articles/why-frontline-tsakos-energy-and-nordic-american-tanker-stocks-dropped-10-and-more-today
    What happened Like a globe-spanning seesaw, oil prices went up today, and oil tanker stocks went down. The moves are basically the opposite of what we saw on Monday. As of 11:20 a.m. EDT, shares of Frontline Ltd. (NYSE: FRO) are down 9.5%, Tsakos Ene
    What happened Like a globe-spanning seesaw, oil prices went up today, and oil tanker stocks went down. The moves are basically the opposite of what we saw on Monday. As of 11:20 a.m. EDT, shares of Frontline Ltd. (NYSE: FRO) are down 9.5%, Tsakos Ene
    www.nasdaq.com
  • A
    Andrew
    $NAT conversation
    Scorpio Tankers Inc. Announces Purchase of Common Shares by Scorpio Services Holding Limited and Call Options by President of the Company
    Email Print Friendly Share
    July 14, 2020 18:51 ET | Source: Scorpio Tankers Inc.
    MONACO, July 14, 2020 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE:STNG) (“Scorpio Tankers,” or the “Company”) announced that Scorpio Services Holdings Limited (“SSH”), a related party, has purchased 100,000 common shares of the Company in the open market at an average price of $12.83 per share.

    Company buy-back. EURN first, then STNG... just show how firmly they believe in the industry. Who's next? Maybe NAT?

    $NAT $EURN $DHT $STNG $TNP $TK
  • G
    GM
    $DHT conversation
    Crude/product tanker owners reporting enormous quarterly profits this week. Simultaneously, investors are dumping tanker stocks. See new FW story for details on what’s going on + latest analyst commentary: $DHT $EURN $INSW $FRO $NAT $STNG $ASC $TNP $NNA https://www.freightwaves.com/news/investors-dump-tanker-stocks-just-as-tanker-profits-soar
    Public tanker owners post impressive earnings on an ugly day for tanker stocks.
    Public tanker owners post impressive earnings on an ugly day for tanker stocks.
    www.freightwaves.com
  • L
    Louise
    $NAT conversation
    you know what one of the common factors is for Tanker companies? Blackrock.....Blackrock is an institutional investor, with shares in $NAT, $FRO, $DHT......I would assume these guys want to make money in the end. So patience is key here....
  • O
    O
    DHT Holdings, Inc.
    Extremely positive update from $DHT management today. Goes to show you how little analysts covering the company know.
  • M
    Msh
    $GLOP conversation
    Shipping sector again managed to escape corporate tax
    “ 130 countries back global minimum corporate tax of 15% . The new minimum tax rate of at least 15% would apply to companies with turnover above a 750-million-euro ($889-million)threshold, with only the shipping industry exempted”
    $FLNG, $DLNG, $TGP $LPG $CMRE $NMM $DAC $DHT
  • B
    Brian
    $EURN conversation
    $EURN earning tomorrow. Own most vessels and undervalued oil tanker company. It will bring more positive sign for oil tanker industry. Stay strong $EURN $DHT $INSW $FRO $NAT $STNG $ASC $TNP $NNA
  • W
    Will Hunting
    $NAT conversation
    $FRO $DHT $EURN Just curious what everyone thinks in terms of whether this rally will continue throughout the week? I am holding some call options in addition to common shares. Due to time erosion on my calls, I don’t like to play the seesaw game which is typical with these share prices. However, I don’t want to miss another day like today. Thoughts? Up big again tomorrow? How about for the week?
  • A
    Andrew
    $NAT conversation
    Relevant for the whole industry

    "Nikolas Tsakos expects tanker recovery for second half of 2020

    Greek owner Nikolas Tsakos predicts VLCC earnings could rise to as much as $60,000 per day by the fourth quarter"

    https://www.tradewindsnews.com/tankers/nikolas-tsakos-expects-tanker-recovery-for-second-half-of-2020/2-1-844289

    $NAT $DHT $TNK $TK $EURN $FRO $STNG
    Greek owner Nikolas Tsakos predicts VLCC earnings could rise to as much as $60,000 per day by the fourth quarter
    Greek owner Nikolas Tsakos predicts VLCC earnings could rise to as much as $60,000 per day by the fourth quarter
    www.tradewindsnews.com
  • D
    Diesel
    $DHT conversation
    Why the drop again this morning? seems to be plenty of volume trending for today. The long term benefits of these contracts they are getting is unreal.. look back to 2015-2016 when we filled up storage. Also look back to some of these tanking stocks from 2008-2009. i dont think they will reach those levels but its hard not to see that they will have a huge spike in revenue and PROFIT! as their operating costs dont change. If anything they will go down based on current price of fuel to run the ship for 6 months.
    $DHT $NAT $EURN
  • L
    Louise
    $NAT conversation
    Tanker stocks are finally up, yes!, but for newbie investors: this is an E class stock, means: volatility to the max! and that is without corona crisis, so the crisis is fueling this even more. If you cannot handle swings 10% up or down in 1 day, this stock is not for you. Dont blame others if it goes down. It will at some point and if this is without any appearant reason, just check the forum real fast, maybe people here can tell you more. We bulls support each other! do not believe people that are yelling: Sell Sell Sell, this indicates their alternate motives: shorting the stock. Lets all make some money on this, as on paper this should be the biggest blow out ever, but in reality: Easy money does not exist! never ever, so it will be a bumpy ride!
    Just some friendly advise to all.....hope its appreciated

    It was a hell of a ride yesterday!

    $EUR $FRO $DHT $NAT $FLOW $VIRTU $MEDTRO $DUNDEE
  • D
    Dave
    $EURN conversation
    Rates still moving in the right direction today. Yet tankers are trading alongside of crude once again.

    VLCC +16% to $17k/d

    $dht $eurn $fro
  • A
    A
    $TNP conversation
    Ticker Earnings Date (all the stocks that have earning dates this week are up!)
    $DHT 5/5/20
    $STNG 5/6/20
    $INSW 5/7/20
    $EURN 5/7/20
    $DSSI 5/8/20
    $FRO 5/14/20
    $NAT 5/22/20
    $TNK 5/22/20
    $TNP 6/4/20 or 5/22/20?
  • O
    Okthankyou
    Just in: India officially ran out of room to store oil, they have 7.8m tons of oil now taking up US storage space, I think oil rebound is not coming back any time soon as more and more ppl work from home or unemployed. #DHT
  • G
    GM
    $NAT conversation
    Tanker rates surprisingly resilient. One reason: negative vessel supply effect of drawdown of intentional floating storage is (so far) largely being offset by new unintentional floating storage due to escalating China congestion. See new FreightWaves story including data from VesselsValue and Kpler: $NAT $DHT $EURN $FRO $TOPS $STNG $ASC $INSW $TNK $TNP https://www.freightwaves.com/news/china-congestion-and-stubborn-storage-buoy-tanker-rates
    Most floating storage has yet to be unloaded while delays in China are mounting.
    Most floating storage has yet to be unloaded while delays in China are mounting.
    www.freightwaves.com
  • e
    elias
    $FRO conversation
    $FRO $NAT $DHT $EURN

    After this rollercoaster, I admit, I dont know how this sector works, I dont understand shipping and I dont know where the market is heading and I dont know why I bought tanker stocks - Im completely lost.

    * What happes, lets imagine that it does happen, US goes into full blown lockdown, nothing compared to previous one. What happens with tankers?

    * What actually drives tanker rates? Is it only about demand/supply and bidding on the cargo "auctions"?

    * What happens if OPEC increases production but demand does not pick up? Is this going to increase rates as oversupply occures?

    I at least admit I have made a trading decision on emotions and now suffering. I can keep tanker stocks for year or two, currently down ca 15%
  • A
    A
    $FRO conversation
    $FRO coming next week! What a beautiful green day, finally! The true investors who saw *red* the past week &more), I stand with you!

    Forgive me if my values are not 100% correct, the point is ALL POSITIVE GREEN.

    Ticker Date Q1 EPS Dividends
    $ASC 5/5/20 0.20 EPS 0.00
    $DHT 5/5/20 0.44 EPS 0.00
    $STNG 5/6/20 0.82 EPS 0.10
    $NNA 5/6/20 0.94 EPS 0.30
    $INSW 5/7/20 1.12 EPS 0.00
    $EURN 5/7/20 1.05 EPS 1.10
    $DSSI 5/8/20
    $FRO 5/14/20
    $NAT 5/18/20 0.14
    $TNK 5/22/20
    $TNP 6/4/20
  • P
    Piotr
    $SHIP conversation
    Good morning fellow shipping magnates. Another good day for dry bulkers. Capesize index +9% to $33k a day. Brazil China route +9% to $33k a day. July FFA +5% to $43k a day
    August FFA +3% to $43k a day.

    $SHIP is the only USA listed pure Capesize play. Now SHIP owns 16 vessels up by 5 from Q1.

    Quick check what is the short volume ratio
    $SHIP 20.34
    $EGLE 13.04
    $DSX 13.33
    $SBLK 10.23
    $GNK 8.05
    $GOGL 6.40

    SHIP has the highest short volume and the higher the volume the more likely for the price to move violently up due to short sellers scrambling to cover their losing positions once the price goes higher (feedback loop).... and since we are seeing very strong shipping rates the stocks are well positioned to go higher. Also there is more and more interest in shipping. Recently M. Burry (Big Short 2008), George Soros and others invested in shipping.

    Feel free to share, copy paste on other channels.

    Dry bulk is the place to be.

    $BDRY
    $SB
    $NMM
    $EGLE
    $DAC
    $CMRE
    $ESEA
    $GOGL
    $DSX
    $SBLK
    $NAT
    $ZIM
    $STNG
    $FRO
    $GSL
    $EURN
    $GNK
    $DHT
    $TK
    $TNK
    $ASC
    $CTRM
  • E
    Edgar
    $DHT conversation
    Cred: @JHannisdahl (twitter)
    Most significant #oil #tanker #shipping spot movements:

    #VLCC +120% to $1k/d
    #Suezmax +38% to $17k/d
    #LR2 +32% to $21k/d

    Suez blockage positive for Suez & Afras (LR2s) in Med, & potentially Vs for AG/Eur via Cape

    #OOTT $ADSC $DHT $EURN $FRO $HAFNIA $HUNT $INSW $NAT $OET $TNK