/tsg/ Tanker Stock General

imagine actually buying these shitcoins 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/

> 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)

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Other urls found in this thread:

wsj.com/articles/wanted-somewhere-anywhere-to-store-lots-of-cheap-oil-11589207580
seekingalpha.com/article/4346028-nordic-american-tankers-trading-bubbles
texasstandard.org/stories/with-demand-low-lots-of-oil-remains-in-floating-storage-off-us-coast/
bicmagazine.com/industry/tank-term-storage/globaldata-surplus-volumes-amid-global-drop-in-oil-demand-du/
seekingalpha.com/article/4346047-scorpio-tankers-is-accumulating-cash
twitter.com/SFWRedditGifs

1st for extreme bearishness

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First for C U N N Y

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/tsg/ I got burned today. It hurt a lot.

>rates went up 5% for dirty and clean tankers
>storage filling
>oil cuts -> in june (but this implies ppl are cheating)
>February was trading at 15% more than current value
^This one blows my mind the most. There was an oil glut and all companies have been getting insane rates but somehow the stock value has decreased 15%? This market is rigged.

I shouldn't even need to type this shit. This is absolutely insane. I need one good reason besides /brandonposting/. Don't even try and tell me it's priced in for 2021 because that's just ridiculous.

STNG is trading at 40% its NAV. If they sold all the boats and liquidated we would get 2.2x returns. This is the highest rates for LR1s and LR2s ever with a blowout Q1 and extremely high hopes for Q2. I have never seen something so mind boggling in my life.
.
.
.
>hold me

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>removing earnings info from the OP
>changing the links in the OP
>anti-shill edition

Based seething autist - how are those decaying puts coming along?

are tankers ever going to moon?

Reasons tanker stocks are crashing to bankruptcy

Try to stay focused on the fundamentals people (because I put the fun in fundamental get it?

1. Contango almost gone
2. Daily rates crashing to all time lows
3. Dumb money has already left and wont be back
4. Tanklets dont understand dividends
5. Tanklets dont understand that stocks value are based on future earnings
6. Brandon told them much of this and they didn't listen and already lost money; now mad at all Brandons
7.No catalyst for rising stock price
8. 2nd qtr earnings not good
9. 3rd qtr and beyond losses as far as you can see
10. Excess ships will be scrapped setting stage for a weak recovery in 2027
11. When the board bagholders capitulate we will get a 30% bounce
12. Then down to zero on bankruptcy by June 2021

None of this is refutable

Yes see point 11

Stocks do t trade on NAV, nothing does see point 5

So have the tankies capitulated? Seems like it

POST YOUR PUTS THAT WILL NEVER PRINT BRANDON YOU BROKE FAGGOT

MAY 19TH OIL GOES NEGATIVE ONCE AGAIN YOU BRAINLESS BLACKROCK INTERN

COLD
DEAD
HANDS

Post your puts Brandon. You're scared shirtless and we know it.

No they are bragging that they don't care if it goes to zero some kind of martryhood complex to get revenge on some guy Brandon who made some gentle banter

Can y'all stop brandonposting so we can discuss deteriorating fundamentals

Sure seems forced doesn't it Brandon? Going to every thread begging us to sell. You know you fucked up

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This probably.
Did they all of a sudden find storage?
Did the globe all of a sudden start consuming more than it produced?
NO.
Contango just dissapeared due to overly optimistic traders thinking everything will be fine by next week.
BS.
Contango will be back soon.

wsj.com/articles/wanted-somewhere-anywhere-to-store-lots-of-cheap-oil-11589207580

THIS KILLS THE PUT HOLDING FINANCIALLY RUINED FAGGOT

seekingalpha.com/article/4346028-nordic-american-tankers-trading-bubbles

Hahaha hahaha haahhhhaaaaa

USO has already transitioned out June contracts you have nothing, NOTHING

texasstandard.org/stories/with-demand-low-lots-of-oil-remains-in-floating-storage-off-us-coast/

BRANDON ON SUICIDE WATCH

I want you to hold towards zero, it's all in my well publicized master plan. Point 11 is when I buy for easy profits

Based, I like how you make them seethe and the whole general has turned into obsession about you

What have you got to say Brandon? Why do have all the time in the world to keep posting here, unless you're scared and you need us to sell

He fell for the storage meme

COLD
DEAD
HANDS

Why are tanker daily rates crashing?

bicmagazine.com/industry/tank-term-storage/globaldata-surplus-volumes-amid-global-drop-in-oil-demand-du/

BRANDON GOING BACK TO SCRUBBING TOILETS AFTER INTERNSHIP IS PAID IN TANKER PUTS AND HE EARNS ZERO AMERICAN DOLLARS

based
COLD
DEAD
HANDS
A
N
D
S

Of course you would. Your puts are on the line Brandon.

And I'm not even Brandon but he's a real hero. These tankies will capitulate at the bottom so be prepared to make a quick 30% , I predict in 5 to 6 weeks this general will go away and that will be the bottom

Then why are you here Brandon if you're so sure?

How much did you lose today 5% 7% or are you in calls ? Down 23% today?

I'm here to fleece the sheeple (you) I know you can't take the huge daily losses much more

We can hold Brandon. We will just hold just to spite you.

but your mom can take my huge dick daily lmao

My mom has been dead for ten years you sick freak can we focus on how much money you are losing

seekingalpha.com/article/4346047-scorpio-tankers-is-accumulating-cash

Scorpio trying to avoid bankruptcy

You don't read your articles do you Brandon? You're just giving me more reasons to hold