/tsg/ Tanker Stock General

I have a near 100% exposure to oil tankers and that Trump tweet nearly killed me edition

>Education
investopedia.com/articles/investing/012316/crude-tankers-business-transporting-oil.asp
lawexplores.com/the-tanker-market-current-structure-and-economic-analysis/
blogs.worldbank.org/developmenttalk/what-triggered-oil-price-plunge-2014-2016-and-why-it-failed-deliver-economic-impetus-eight-charts

>Maritime/tanker news
lloydslist.maritimeintelligence.informa.com/
tradewindsnews.com/tankers/
hellenicshippingnews.com/
marinevesseltraffic.com/2013/02/tanker-track.html

>Companies (not exhaustive or recommendations)
frontline.bm/
tenn.gr/
euronav.com/
dhtankers.com/
nat.bm/
teekay.com/business/tankers/
scorpiotankers.com
sflcorp.com/

> Earnings report expected today
DHT, after hours.

> Upcoming earnings reports calendar
STNG on 5/6, pre-market
EURN on 5/7 (time not specified)
FRO on 5/14, pre-market
NAT on 5/18 (time not specified)
TNK on 5/21, pre-market
SFL on 6/2 (time not specified)
TNP on 6/4, pre-market

Previous thread:

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Other urls found in this thread:

investing.com/news/commodities-news/crude-oil-surges-greatest-mismatch-in-supplydemand-at-end-2160955
twitter.com/realDonaldTrump/status/1257650279740301314
twitter.com/AnonBabble

someone hold me

Fuck Trump
He's RUINED me

I'm voting for Biden in november now.

DHT chads, which color will your Lamborghini be?

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I'm so fucking annoyed. Those oil fags will crash.

Why is a spesific type of stock it's own general? Did they boot you out from /smg/?

Should i just forget about these guys? Im not even mad because im up 150% today thanks to MVIS but fuck i was hoping i could print at least some from these fuckers before expiration date

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BLOMPF WHAT ARE YOU DOING AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

Alright anons. The moment if truth is at hand. DHT earning are coming in when the makers close. It'll shed light on what the situation really is

i think chad is the wrong description for DHT bagholders

what time exactly?

My Porsche will be gentian blue metallic.

Containment thread for the tanker autism. We'll see if it's justified.

those faggot bobos at /smg/ can stay poor

>bagholding
Yeah, get fucked. I've done my DD enough to know that these "bags" are worth their weight in tendies.

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negative oil was a once in a lifetime event, if you think the peak is the in the future then youll be losing money for decades

Stop being clinically retarded please. Or leave these threads. Either way, this isn't the place for you.

I CANT TAKE IT ANYMORE TANKERCHADS MORE LIKE TANKERVIRGINS

This image is very cunny indeed. And my bags are full of dosh and oil. Afterhours will be magical, fellow DHT chads. They're going to report earnings so high that they are effectively debt free.

Honestly I am not even losing much money on DHT. My FRO and NAT shitcoins though are costing me 450 dollars and dragging me down near 6%. This was all a hair trigger low volume reaction, I am not sold in the least that tankers deserve tanking. Wait till earnings. I have a weak disposition and wanna cry, but we are holding until it is time.

Neon Green because I can.

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WHAT AM I GOING TO TELL MY WIFE AND HER SON. DHT HAS RUINED ME

Wait until earnings (today after hours). I'm really certain they'll shit gold. If not then we're all in this together :^)

Why not just counter my argument with some type of logical response in favor of your position? Oh wait... you don't because you cant.

>tankers are shilled by degenerate cunnyposters
>it crashes
figures.

I am also holding but I'm honestly pretty mad right now

That would require that you have any argument whatsoever instead of arguing that water is a toxic substance.

Remember, don't panic sell, if we don't get our golden bull run, we're still in a oil glut.

>“From here on, demand will likely improve slowly, and the supply side adjustment is likely to gather pace,” the investment bank continued. “The rebalancing will likely be drawn out and have its fits and starts but it will be rebalancing nonetheless.”

investing.com/news/commodities-news/crude-oil-surges-greatest-mismatch-in-supplydemand-at-end-2160955

I have probably 1/3 of my portfolios calls expiring on the 15th this month. How bad is the crush for that time frame??

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lightning is more likely to strike the same person twice. weird, isn't it?

the demand for oil increasing and production being cut in the USA isnt a valid argument to you? Why not just pretend to argue in favor of your position instead of coping with insults?

>the demand for oil increasing
on what basis?
>production being cut
is it actually enough?

We have already won.

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Yeah, and isn't there normal per day like 30k? This is 10x that.

>oil price and gas prices rising back up significantly

No user, everyone else is wrong and you're right. It's not enough. You're going to make so much money shorting oil when it was -$30/barrel.

Yeah, even lower sometimes. $7800k/day is DHT's fleet averaged break even point.

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>$7800k
meant $7.8k

>on what basis?
economies all over the world are reopening
>is it actually enough
obviously the market thinks it is as oil is mooning and tankers are tanking

Dear Tanker faggots,

Why did you trick me? Did you enjoy your little ruse? My children will be starving for the foreseeable future because daddy decided to go all in on DHT and FRO. Why would you do this to me tankergang? Can you look into the eyes of little Johnathan and tell him he’s not going to get any tendies until Christmas? Explain yourselves. Why did you think tankers were going to moon?

Sincerely,

A gullible faggot

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Fucking insane. These earning are going to catch so many people off guard. If a company can manage with 7.8k per day rates, then gets 300k per day rates (38x gains) then their EPS is going to be ridiculously high.

>speculation is price
>not realizing you can get barrels of oil for a dollar or two still
>not realizing gas is a business and they charge what they can because no one is using it too.

Oil is on a massive bubble.

It's okay, not counting margin, I am like 75% in it. I can't believe what FRO and NAT are doing today.

I heard of buy the rumor sell the news before, but this is before the news and from some of the best news out there.

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You don't lose money if you don't sell

I took a flight over the SF Bay are recently. Other than boomer yachts moving around the only things floating out within and outside the bay are oil tankers. Down quite a bit so I hope this hit picks up because I really don't see how it won't.

Nice cope. "Speculation" dictates the liquidity of the market which dictates the price. They're prone to volatility but ultimately are relied upon as the baseline for a going rate. You bought tanker stock when oil had gone sub-zero and all of the boomer rags were publishing articles about how tankers were making big bucks storing oil. Pause and think about that.

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MAKE IT FASTER ME WANT GAINS NOW. THAT MEAN TODAY. GIVE GAINS NOWWWWWWW AHHHHHHHHHHHH

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Literally where is it? The only big source I see is California, and that's speculative only. They need to go for the tiered approach. I don't see it being enough. The real cause for the CA open up is likely a depletion of their state funds, and it will be disastrous.

>obviously the market thinks it is
the market has its pants on its head, if you haven't noticed. Not that it should be doing anything different.
>fucking ZM, TSLA, BA, etc.
I was going to say RDS.B but it actually looks to be better. Boomer Bufftard capitulated, Powell has stated likely low rates for years, dovish as shit, major corps unable to give guidance, & co-movement higher than ever.

Have iron hands. The flesh is weak, brother.

>the market has its pants on its head,
the market doesnt care about your feelings, if you want to minimize losses you need to exit tanker positions now, earnings will never be higher and no one buys after earnings

What trump tweet?

Should I buy in now? DHT or FRO?

It's gonna be great.
Just wait till after hours, you frail girl. If DHT doesn't perform (above expectations) you can always feed your kids that huge tanker divvy.
Ye of little faith (or a sufficiently high IQ) can leave.

I want to believe.

every time i see this FUD my hands grow stronger.

>the market doesnt care about your feelings
c'mon dude, read. now i know you're just seething. I said the market will do what it wants and that's just fine
>Not that it should be doing anything different.
The music stops when the contracts expire, and I have strong feeling it's going to be chaos again.

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twitter.com/realDonaldTrump/status/1257650279740301314

>To be fair, you have to have a very high IQ to understand holding tankers after an ATH event
kek