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Teekay Tankers Ltd. (TNK)

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17,48-0,15 (-0,85%)
Alla chiusura: 04:00PM EDT
17,48 +0,01 (+0,06%)
Dopo ore: 04:00PM EDT
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  • T
    TRM 2020
    $NMM conversation
    🚨 As of 3 May, Cleaves Shipping Fund:
    * 44% cash (in NOK)
    * 52% #drybulk
    * short #tankers via $NAT (-5.2%) and $TNK (-3.6%)
    * long $TRMD (3.4% via US)

    Dry bulk allocated as follows:
    $DSX 10.3%
    $SBLK 10.1%
    $GOGL 9.7% (6.8% via Oslo, 2.9% via NY)
    $GNK 9.4%
    $SHIP 9%
  • 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
  • K
    Ky Tuong Ly
    Price of oil has zero bearing on whether #nat or #tnk makes money. Only thing that matters is crude tanker rates. And for past few days, rates are rocketing upwards. Oil tankers should be a safe and profitable place to park some cash while there are geopolitical turmoil. I’m back in today. Let’s ride.
  • 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
  • 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?
  • 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
  • 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
  • G
    GM
    $NAT conversation
    Analysts/shipping execs comment on retail investor surge. One analyst’s theory: $NAT outperformed $DHT $EURN $FRO because institutional funds don’t like NAT but do buy VLCC owners and when rates spiked and retail jumped in, institutions sold/took profits on VLCC names but weren’t there to dampen NAT. See new FreightWaves coverage here: $INSW $DSSI $TNK $STNG https://www.freightwaves.com/news/robinhood-effect-spread-unevenly-across-tanker-stocks
    Institutional sellers offset retail buyers of supertanker stocks.
    Institutional sellers offset retail buyers of supertanker stocks.
    www.freightwaves.com
  • T
    Tu
    $EURN conversation
    Wonder if $TNK would be interested in getting bought out at $20 x 34 million $TNK shares = $680 million.

    Deducting the quarterly 1.4% interest on $680 million = $10 million from the extra $107 quarterly net profit, leaves an extra $97 million of quarterly net profit / 215 million $EURN shares = $0.45 quarterly x 4 = $1.80 annual EPS.

    Adding this $1.80 annual EPS to the $4 EPS of $8.88 EURN shares gives a potential total EPS of $5.80.
  • G
    GM
    $DHT conversation
    Tanker stocks suffering from concerns over future inventory drawdown and the oil rises = sell tankers algorithm. New report from Webber Research highlights a longer-term investment thesis: tankers stocks as coronavirus relapse hedge. See new FW article on the report. $FRO $EURN $DHT $INSW $NAT $STNG $ASC $TNK $TK $TNP $XOM https://www.freightwaves.com/news/tanker-stocks-could-emerge-as-covid-19-relapse-hedge
    Shipping analyst Michael Webber sees tanker-stock upside if coronavirus recovery falters.
    Shipping analyst Michael Webber sees tanker-stock upside if coronavirus recovery falters.
    www.freightwaves.com
  • K
    Ky Tuong Ly
    $NAT conversation
    #nat #tnk investors check out teekay tankers market insights for today's charter rates in comparison to last fridays rates. Good to see its still moving on up. The shorts are gonna give up sooner or later if rates continue on its upward trajectory.
    https://www.teekay.com/investors/teekay-tankers-ltd/market-insights/
    Teekay Marine Markets, Tanker Update Watch this space for Teekay's regular update on the tanker market.
    Teekay Marine Markets, Tanker Update Watch this space for Teekay's regular update on the tanker market.
    www.teekay.com
  • G
    GM
    $INSW conversation
    New FW article on how tanker stocks are being positively affected by surge in floating storage but at the same time negatively affected by news reports RE: rising military tensions around the Strait of Hormuz. $FRO $DHT $EURN $TNK $NAT $STNG $INSW https://www.freightwaves.com/news/iran-threat-looms-as-tanker-markets-boom
    Tensions in the Strait of Hormuz have always been good for tanker rates and stocks — until now.
    Tensions in the Strait of Hormuz have always been good for tanker rates and stocks — until now.
    www.freightwaves.com
  • G
    GM
    $XOM conversation
    How OPEC+ cuts and Saudi May cargo pricing impacts crude tanker stocks. Article covering new analyst commentary $FRO $DHT $EURN $INSW $TNK $NAT $TNP https://www.freightwaves.com/news/massive-opec-cuts-not-enough-to-derail-tanker-earnings
    Crude-tanker demand should continue to rise. Will stock prices follow suit?
    Crude-tanker demand should continue to rise. Will stock prices follow suit?
    www.freightwaves.com
  • P
    Patrick
    $EURN conversation
    I'm a $TNK guy...but this looks like a great buy here. I think TNK and EURN are my favorites in this sector.
  • R
    Ram
    DHT Holdings, Inc.
    Crude tanker rates jump as more oil output 'fantastic news' https://seekingalpha.com/news/3549876?source=ansh $FRO, $NAT, $NNA, $NM, $NMM, $TNK, $TNP, $TK, $DSSI, $ASC, $SFL, $DHT, $EURN, $INSW, $GNK, $SB, $SBLK, $STNG, $SEA, $BDRY
    Benchmark Middle East-to-China tankers surged 12% to WS 54.58, the highest since Jan. 30 and equating to dayrates of $38,694, up 28% from Friday, Bloomberg reports, citing Baltic Exchange data.Other m
    Benchmark Middle East-to-China tankers surged 12% to WS 54.58, the highest since Jan. 30 and equating to dayrates of $38,694, up 28% from Friday, Bloomberg reports, citing Baltic Exchange data.Other m
    seekingalpha.com
  • d
    d’Anconia Copper
    $STNG conversation
    How would everyone compare $STNG to $TNK?

    I've been in $TNK a few months and was looking at comparables. Thinking of investing. I like $TNK balance sheet more but thought the revenue growth year-over-year was intriguing with $STNG.

    Any thoughts?