/tsg/ Tanker Stock General

Let’s take over the tankers edition

>Highlighted links
rystadenergy.com/globalassets/pdfs/rystad-energy_covid-19-report_6-may_2020_public-version.pdf
youtube.com/watch?v=rjgwjKiSXWo (good listen)

>Education
investopedia.com/articles/investing/012316/crude-tankers-business-transporting-oil.asp
lawexplores.com/the-tanker-market-current-structure-and-economic-analysis/
eia.gov/outlooks/steo/report/global_oil.php (look at that V, lol)
mckinseyenergyinsights.com/resources/refinery-reference-desk/tanker/
euro-maritime.com/index.php/navigator?id=3080
youtube.com/watch?v=oWuyrlXI7nA

>Maritime/tanker/oil news
oilprice.com/Energy/Oil-Prices/
rystadenergy.com/newsevents/
lloydslist.maritimeintelligence.informa.com/
marinevesseltraffic.com/2013/02/tanker-track.html
freightwaves.com/american-shipper
rigzone.com/
crweber.com/ (no https)

>Oil futures
investing.com/commodities/

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

>Past earnings reports (alphabetical)
ASC: EST EPS $0.14, actual $0.20.
DHT: EST EPS $0.54, actual is $0.44 (divvy of $0.35).
EURN: EST EPS $0.86, actual $1.05 (divvy of $1.10).
INSW: EST EPS $1.45, actual $1.49.
OSG: EST EPS N/A (Q4, 2019 was $0.12)., actual $0.28.
STNG: EST EPS $0.49, actual $0.82.

> Earnings report(s) expected today
None. If I’m wrong, enlighten me.

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

>Another important date
May 19th, 2020 (you know why)

Previous thread:

(another user’s)

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inb4 dog dick boy tries to take over the thread again

who /osg/ gang here?

up 12% right now boys

>mfw my break even on FRO is $10.50 despite DCAing

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dude's crushing it
it's good to hear somebody from the US speak clearly with a real plan to maximize impact
wish they had a dividend though

Oh you bought the TOP top

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DHT cannot go down this is amazing

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are we holding our shares or taking profits here?

i'm in for an average of 2.28 / share

HODL
we're waiting on the big oil dump
take a little if you need to but hold your wad

OSG dude is CRUSHING it right now
demand not projected to recover until the end of the YEAR