/tsg/ Tanker Stock General

Return to tradition edition

>Highlighted links
API report today
pastebin.com/yQQiZcTL
seekingalpha.com/article/4343722-talking-tanker-trade-podcast

> Tanker education
investopedia.com/articles/investing/012316/crude-tankers-business-transporting-oil.asp
lawexplores.com/the-tanker-market-current-structure-and-economic-analysis/
mckinseyenergyinsights.com/resources/refinery-reference-desk/tanker/
euro-maritime.com/index.php/navigator?id=3080
youtube.com/watch?v=oWuyrlXI7nA

>Maritime news
lloydslist.maritimeintelligence.informa.com/
marinevesseltraffic.com/2013/02/tanker-track.html
freightwaves.com/american-shipper
crweber.com/ (no https)
pastebin.com/HpGZm3dG

>Companies
pastebin.com/TnN1aeQz

>Oil news
eia.gov/outlooks/steo/report/global_oil.php (look at that V, lol)
oilprice.com/Energy/Oil-Prices/
rystadenergy.com/newsevents/
rigzone.com/

>Oil futures
investing.com/commodities/

>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)
Keep an eye on the 14th, 15th, and 18th of May too.

Previous thread:

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Other urls found in this thread:

splash247.com/hess-charters-vlcc-trio-to-store-6m-barrels-of-shale-oil/
oilprice.com/Latest-Energy-News/World-News/Oil-Tanker-Rates-Plunge-More-Than-50-As-OPEC-Cuts-Start.html
tradewindsnews.com/finance/dumb-money-loved-tanker-stocks-until-it-didnt-and-that-fuelled-this-weeks-shares-massacre/2-1-805269
twitter.com/NSFWRedditVideo

FIRST FOR FUCK DONALD TRUMP THAT MOTHER FUCKER NEEDS TO DIE OF COCK ROT

What did he tweet this time?

kek

Writing calls and puts are your friends

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that fucking piece of shit LIED and said that SA cut production levels and that shit isn't happening until next month
i'm no democrat but i hate this man so fucking much
every fucking time we're getting close to a tipping point this fucker gets out there and outright manipulates the market

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He can't print out storage when cold reality kicks in. He's just doping up the market with hopium to help oil companies survive.

Reasons tanker stocks are crashing to bankruptcy and how to profit

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
11.5 this will happen in 5 to 6 weeks and this general will disappear that's your sign
12. Then down to zero on bankruptcy by June 2021

None of this is refutable

Brandon filter: YWYLJi7A

1. Do not reply to Brandon.

I guess our only downside risk to this supply issue here is a (really) hot war?

The saudis did cut production dont blame us boomers for you panic buying of stocks every time cramer (another boomer ) farts

Haha NAT down 3% STNG down 2% must be braydens fault

It took him less than 10minutes to enter the thread. I swear he probably keeps a data log open just to watch for them. According to one of the previous threads he pushing 60 as well.

Dude do you have a life? Within 10 minutes of the thread being up you're already spamming this shit. It's pretty pathetic, and no I don't have any positions in tankers yet so fuck off

No one needs storage anymore that's why rates crashed. In fact storage is being unwound and guess what? That's right less demand for tankers.

>EURN is told to just give up and de-list because the stock market refuses to give ti a fair shake

Wtf is this clown world we live in where everyone even banks KNOW tankers are the biggest winners possible, but the market is so obstinate that it is now advisible by Deutsche Bank to de-list due to mass ignorance? Wtf is going on?

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this is maybe the only times I've wanted Zig Forums to act a bit more like reddit. There was once a Zig Forums malaysian and one other time I can't remember. Their posts were just so incredibly bad... It's ok, this guy triggers people to refute his nonsense, which forges our hands. My hands are adamanatium thanks to brandon.

he claims a lot of shit and never posts proof of anything other than the fact that it's his job to be here
filter/ignore

splash247.com/hess-charters-vlcc-trio-to-store-6m-barrels-of-shale-oil/

Hess charting VLCC to pump oil directly into them until July

Why is it going down this time?

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Tankers won't survive the return to normal and having a big fleet is bad

TSG THREAD REMINDERS
1) IGNORE ALL BRANDON POSTS. HE'S A BLACKROCK INTERN WHO DOES IT FOR FREE
2) COLD DEAD HANDS, SCALLYWAGS

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Just means the rebound will be sweeter.

Cute - remember to add past earnings results back in, it fucked with the links when it made the last thread.

This.

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And here yall are spamming pedo spamming brandonposting spamming everything not related to stocks. Let's talk about tankers instead of each other capiche?

As things with the virus normalize and demand for oil continues to rise I see no benefit in these companies many which are in debt and burdened by old fleets.

This seems like a foolish investment.

how do i filter someone? never done it before

what reason could there possibly be

8lprgzT+ added to brandon filter
2OTXKrHZ added to brandon filter

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Why is everything tankers crashing if everyone knows it's a cash cow? That seems naive. Like why is crashing daily rates bulish?


oilprice.com/Latest-Energy-News/World-News/Oil-Tanker-Rates-Plunge-More-Than-50-As-OPEC-Cuts-Start.html

Lol what pedo shit are you talking about you fucking schizo? take your meds and get a hobby... or a cat or something to take your mind off being obsessed with tankers. Seriously I'm trying to look after your health, you seem very unstable.

Settings - Filters - Edit Pattern - Add ID/Select ID - Tick off hide - Save. Makes things 100000% more comfy.

settings > filters and post hiding > filter and highlight edit > add > enter ID > type = ID > check hide

>DHT to a month over month low
>pre corona virus levels are mid 5's
This ship is sinking, so I'm not sure what the point of these threads are.

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Fuck you guys

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it's being manipulated in a way that gets more blatant by the day
oil producers are literally pumping directly into tankers and paying fucking gigantic rates

The smart money knows this
It only took me one day to figure all this out and I'm only a BlackRock intern. My girl friends call me BlackRock brandon she dresses up like a tanker and then I sink her. You know like a simile metaphor for how tanker stocks are tanking (ie going down losing you money etc etc)

Reasonable concerns but I think you may be missing the point. Oil demand rising in the short term is a meme which will become apparent next week with oil futures. It will become further apparent when continental Euro countries shut down again (who are not prepared to allow deaths to the same extent as the US).

Plus, look at the Russian economy getting fucked by the virus as well - they can't afford to turn the taps off, even at current prices. It will take a while yet before there's equilibrium between demand/supply in oil.

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Dumb money is manipulating the stock by selling at a 25% loss now we gave the dumberer money selling and manipulating tankers lower then tomorrow even dumbererererer money will sell. Remember capitulation in 6 weeks then we can make 30 % in three days then sell
tradewindsnews.com/finance/dumb-money-loved-tanker-stocks-until-it-didnt-and-that-fuelled-this-weeks-shares-massacre/2-1-805269

>Pumping oil now directly to tankers
>stock goes down

No reason whatsoever. In fact there are now recommendations it seems to de-list because "it is more profitable." That's how stupid our market is, nobody ever delists for such a reason. EURN hasn't done anything, but the fact investment banks are telling them outright they are being treated unfairly is telling.

Also tired of Brandon posting same debunked old articles.

Thank you.

But at what point does it become unprofitable to do that?

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Haha they are all down again today

Isn't DHT getting over 100k a day per ship (I believe 66%of their 27 vlccs) to just hold the oil? They are making amazing revenue.
>you are doing too well
>de-list
Modern stock economics.

Russia is best able to weather this storm their break even is half of the usa or SA

What a surprise, it's like a repeat each thread. They're even blaming Drumpf again. They'll never admit they're retards who made a terrible pick

More like 100,000 lira or yen

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>In fact there are now recommendations it seems to de-list because "it is more profitable."
are the banks just trying to make it so retail can't get in on their cash cow? Neat.

hahahahaha
I can't believe Trump is fucking us so hard

Worst part is I was actually buying before i saw these /threads on Zig Forums. Dumbest thing I did was not to sell as SOON as the /threads popped up. Oh well, nothing really lost. One hasn't hit its stop loss, still following my plan like a retard

probably never
even at $200k/day
VLCC holds what like 2m barrels of oil?
2m barrels of oil even at a depressed rate of $25/bbl is $50m worth of oil
if they hold it for a few months (or even the rest of the year) and oil rebounds to $40/bbl the value of the oil goes up by $30m and costs ~$1m/month to store

the lower the price of oil currently, the more sense it makes to just hold it in VLCCs for as long as it takes for prices to rebound

>XKw/VuMx
added to brandon filter

TK, TNP, EURN - which one of these should I buy? I already own $5k worth of EURN and my broker have yet only access to TK and TNP from all tankers (eurofag here). TK seems to not only deal with oil so it might be a good idea to diversify a bit? $10k buy waiting for your advice guys.

Thank you and fuck this faggot brandon