/tsg/ Tanker Stock General

NO ONE LIKES YOU BRANDON edition

>Highlighted links
forbes.com/sites/sarahhansen/2020/05/05/why-are-oil-prices-rebounding/#3756e2252de6
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.
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.

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

> 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)

previous

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Other urls found in this thread:

youtu.be/lLV5GVWnVqs
tradewindsnews.com/finance/dumb-money-loved-tanker-stocks-until-it-didnt-and-that-fuelled-this-weeks-shares-massacre/2-1-805269
seekingalpha.com/news/3569275-crude-products-tanker-rates-tumble-on-all-major-routes
twitter.com/SFWRedditVideos

Listen to your Captain, anons:

STOP REPLYING TO BRANDON

That is all.

Attached: captain.jpg (600x337, 29.38K)

tankiethreads are really comfy, I suspect they'll get retarded when stock rallies a bit.

Also tankerbros are really respected in all of Zig Forums.

FROM MY COLD DEAD HANDS

He's an idiot. It's not a bad idea to have both a bullish *and* bearish thesis for how this will play out though. We anons can profit either way.

Let him walk the plank captain. Brandon belongs in Davy Jones locker

>Short answer is no their only evidence for storage hitting causing immediate violent cuts is a neural network. If you know how neural networks work then you know that it can't predict something like this at least not with useful inputs to draw patterns from to map onto this scenario. None such inputs exist, therefore it guess is as good as yours or mine. You would have similar possibly better luck asking some econ nerds to geek out over this as a thought experiment as you would using a neural network built to predict the generalized oil markets ebbs and flows in production vs demand. Their total confidence in this is unwarranted considering what they have to prove their proposition.
But then these are business guys, they probably have no fucking clue how neural networks work so just assumed well the computer has something here right?
To be fair neural networks can notice patterns humans won't and even can't notice but given the nature of this event being outside the scope of this network its too out of its data set to predict accurately without a) extra assumptions added for this specific scenario(in which case prediction is as good as the assumptions) b) data of relevance and use being added(none exists) for the system to draw patterns from and to check its hypothesis against.

>Also tankerbros are really respected in all of Zig Forums.

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Thread theme

youtu.be/lLV5GVWnVqs

It's tree since this is the only part of biz whose opinions matter