/tsg/ Tanker Stock General

Captain Hazelwood did nothing wrong edition

>Spot rates
twitter.com/TankersInt

>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 this week
None

> 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

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these bags... they're too heavy... I can't hold them any longer...

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we goin green boys

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Inb4 Brandon's boss wakes him from his allotted 45 minute nap to get him back to "work".

>he does it for free

Sell covered calls to lighten the load

>giving it attention

Right now I'm holding DHT and FRO. I'm thinking that there's still a day or two to buy into a third and I'm looking at EURN and STNG. Which do you guys think would be the better buy?
Or should I not bother at this stage?

I d9n't see why not, we haven't seen any of these companies jump yet and eurn is already a very safe pick.

STNG looks undervalued.

why would you want to purposely baghold?

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COLD DEAD HANDS

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