>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. NNA: EST EPS $0.00, actual $0.94. OSG: EST EPS N/A (Q4, 2019 was $0.12)., actual $0.28. STNG: EST EPS $0.49, actual $0.82.
> Upcoming earnings reports calendar NAT on 5/18, not specified SFL on 5/19, pre-market TNK on 5/21, pre-market FRO on 5/29, pre-market TNP on 6/4, pre-market
>Another important date May 19th, 2020 (you know why)
How are we feeling boys? Is our only hope still divvies? If tankers actually moon after earnings and such around mid June, what’s your selling price for DHT, FRO, NAT, STNG, EURN, etc?
Cameron Cook
Because dividend haters like you are fucking retarded
John Foster
Take the time to do some cursory research - big banks and institutionals are buying up lots of tanker stock, when the rest of the herd figure that out we'll see a decent rise. If we don't, we're in the only game in town that will be paying strong divvies during the downturn.
Pretty good for the above reasons. >FRO - $12 would be comfy and attainable >EURN - i'm in Euro stock, 12-13 would do me nicely >TNP - $5 >INSW - no fucking idea, i'll take what I can get
This analysis by Goehring & Rozenwajg is really interesting I'd like to hear OilAnons thoughts. They're saying that right after the oil storage fills in May, we're going to have a violent re balancing and then a global shortage. However they're implying that global demand picks up to 100 mm b/d by the end of the year which is a little bit far fetched imo.
Blake Stewart
Fatty NATty dumpety doo I've got a perfect puzzle for you Fatty NATty dumpety dee If you are wise, you'll listen to me
Who do you blame when your stock takes a hit? When markets dump worse than a Pajeet's shit? Blaming yourself is a lie and a shame You know exactly who's to blame
Not OilAnon, but skimmed the article. The scary thing I picked up on was a possible permanent 20% reduction in US oil output from shutting in of end-of-life wells, that aren't economical to re-open. combine that with a depression/recession and ongoing oil price war, OPEC could be top dog in the oil world for a decade or more. The high energy prices will also inhibit the economic recovery. Not only will people not have jobs but they won't be able to afford the $3-$4/gal gas either. Stuff that may or may not happen: > Oil production shut ins would cripple US energy independence. This means a bailout for US energy is a matter of when, and not if (assuming congress gets their act together). Keeping energy prices down would speed recovery as the next phase of the economic issues hit. > Hyperinflation may become a problem because of the amount of money needed to save the currently crippled economy. They're predicting $10,000+ USD gold (boomers will celebrate in the streets). > Extended Stimulus / UBI Lite will probably happen in most western countries if it hasn't already. A short golden era before one of real hardship and austerity. They may avoid the later with some sort of financial system reset / moving to a new currency system. All of this is a few years out however- in the short term, oil prices will still be very low and tankers are going to moon. It does reinforce the idea of rolling tankers into energy after they take off, though. Good news for us, bad news for people long oil.
Ryan Bell
These stocks have been going down for 20 years and as we have established getting a 2.5% dividend doesn't help when your shares go down 20%
Y'all is dubm
Mason Long
They don't pay you enough do they Brandon?
Adam Wright
Please be clinically retarded in the psychiatric ward, not here, brandon.
Mason Morris
I think $FRO has finally found a bottom, $10 calls a month out are looking pretty good right now.
Eli Davis
You don't understand how dividends work if you think the stock price doesn't immediately drop by the same amount
Kayden Brown
>we're in the only game in town that will be paying strong divvies during the downturn.
Can you tell me more about this? Is there strong upward pressure during recessions for companies paying good dividend?
Camden Smith
Is there any reason why these stocks will go up even temporarily other than your constant shilling to newbs? Because all I see is people claiming they are losing everything
Ryder Lee
Ayyyy Brandon’s working weekends!
Leo Walker
C'mon give me one good reason to risk my money on what looks like a dog
It's not true there are plenty of stocks with dividends that won't be cut (unlike these dogs )so let's see if the shill answers you
Lucas Kelly
Classically, good divvy stocks are: utilities, energy (aka oil), REITs, banks, and food royalty funds. Notice a pattern? They virtually all cut their divvies to nothing or close to that. Those few that haven't could do so at any time. Meanwhile tankers are tripling their divvies because of their ridiculous returns in this climate.
Evan Butler
Five shills calling me someone they are obsessed with who I don't even know who that is because they can't explain why tankers continue to decline
Benjamin Diaz
None of this is true, where's the proof ?
Adam Gonzalez
Dividends are paid when companies make profit - with the lockdown, as well as depressed consumer confidence/spending we'll see for some time a lot of companies will either fold or be forced to take cost cutting measures. Dividends will be a luxury (we're already seeing that now with some big blue chips). Despite the memetry, tankers are one of the few industries that are making huge profits as a result of the current situation.
Nolan Brown
Because they're making lots of money... it's really as simple as that. As other companies are cutting/removing their divvies, tankers are reporting their earnings soon and they're going to be big.
Brandon Ramirez
We're not trying to win you or any noobs over retard, we share tanker and oil news here and speculate on the price of tankers. Yea surprise surprise all 10 regulars in TSG thinks the aggregate of information remains bullish on tankers.
To be straight with you, it's gotten tiring having to tread through the same first order bear arguments every single TSG, and we don't see why we should anymore. If you're honest and not an anti-shill go read previous threads and at least catch up to where the arguments are at at the very least you lazy nigger.
What's the likelihood of attracting investors from just the high dividend payments alone, when and if our markets start bleeding out over the course of 12 months? How do you think the best tanker stocks will perform in the event of a market rollover like february?
