/tsg/ - Tanker Stock General

>Highlighted links
pastebin.com/yQQiZcTL
seekingalpha.com/article/4343722-talking-tanker-trade-podcast
seekingalpha.com/article/4347044-opportunities-in-tankers-interview-praetorian-capital

> 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

>Maritime news
lloydslist.maritimeintelligence.informa.com/
marinevesseltraffic.com/2013/02/tanker-track.html
freightwaves.com/american-shipper
shipbrief.com/
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/
spglobal.com/platts/en/commodities/oil
rystadenergy.com/newsevents/
nhentai.net/tag/oil/

>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:

weekherald.com/2020/05/14/dht-holdings-inc-nysedht-expected-to-announce-earnings-of-0-88-per-share.html
youtube.com/watch?v=uS5xR7jBxDw
youtube.com/watch?v=0rS2lO_-eek
youtube.com/watch?v=49FWp7WLYKw
oilprice.com/Energy/Crude-Oil/Will-Oil-Prices-Go-Negative-Again-This-Month.html
markets.businessinsider.com/news/stocks/oil-price-wti-could-go-negative-again-regulator-warns-traders-2020-5-1029202506
twitter.com/SFWRedditImages

Comfy divvies and good returns will come to you, but only if you reply "HOLD ON SEA CAT" in this thread

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1. DO NOT REPLY TO BRANDON

2. HOLD ON SEA CAT

3. COLD

4. DEAD

5. HANDS

Let us pray.
Praise be to Lawrence myrock, who trains my hands for holds, my fingers for divvies. He is my loving Boomer and my fortress, my stronghold and my deliverer, my shield, in whom I take refuge, who subdues Brandons under me.
AMEN

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Tankers are dead.

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Reminder: oil going up NORMALLY means tankers drop

oil has been mooning and tankers are at their floor

we have reached institutional saturation. there is nothing left but for retail to fomo back in WHEN oil drops

HOLD ON SEA CAT!!!

UCO appears to be stalling

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Quick summary of what some of the companies cover.
>DHT
Total Fleet: 27
Focus: Crude Oil
>Eurn
Total Fleet: 75
Types: Crude oil, offshore
>fro
Total: Fleet 69
Types: Crude Oil, product
>INSW
Total: 40
Types: Crude Oil, Product, off shore
>nna
Total: 46
Types: Crude Oil, Product (Petro), Chemical
>stng
Total: 138
Type: Product
>tk (includes tnk, tgp, too)
Total: 130
Type: Crude Oil, Product, Natural gas, offshore
>tnp
Total: 58
Type: Crude Oil, Product, Natural gas, offshore

Attached: William_III_Reviewing_the_Dutch_Fleet_in_1691.jpg (1451x542, 192.88K)

>Keep an eye on the 14th
What was supposed to happen today? Tanker stocks fell the usual 6-8% today.

What is going to happen to DHT on ex dividend date?

HOLD ON SEA CAT

The question is where to set the knock out for your short to print and not go bankrupt in the process

we won't even notice our dividends as we watch the stock continue to skyrocket

You didn’t know that this thread is satire and no one actually owns TANKer stock and it’s only meant to trap newfags into shitty positions?

You guys are still here? Go home sell your bags and take the loss and invest in something that actually goes up. amazon perhaps

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
1.1 USO conspiracy theory failed
1.4 Storage emptying
2. Daily rates crashing to all time lows
3. Dumb money has already left and wont be back
4. Tanklets dont understand dividends
4.7 tanklets don't understand supply and demand
4.72 tanklets think low demand for oil is bullish
4.7232 tanklets celebrate their daily 10% loss
4.96 Tanklets don't understand that Post covid , tankers are as useless as buggy whips
5. Tanklets dont understand that stocks value are based on future earnings
6. Br#ndon told them much of this and they didn't listen and already lost money; now mad at all Br&ndons
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 weeks and this general will disappear that's your sign to buy
12. Then down to zero on bankruptcy by June 2021

None of this is refutable or even understandable by tanklets

On ex div dates most share prices plummet. So just another day in DHT land.

Dunno why he said 14, but tomorrow, options expire. 19th is oil futures rolling over.

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HOLY SHIT

weekherald.com/2020/05/14/dht-holdings-inc-nysedht-expected-to-announce-earnings-of-0-88-per-share.html

>DHT posted earnings per share of ($0.03) in the same quarter last year, which suggests a positive year-over-year growth rate of 3,033.3%.

3,033.3%
>3,033.3%
3,033.3%

Priced in.

shhh

HOLD ON SEA CAT

COLD
O
L
D

DEAD
E
A
D

HANDS
A
N
D
S

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·>A price drop (or rise) on large volume is a stronger signal that something in the stock has fundamentally changed

Hahahaha hahahaha what changed?

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not sure what happened with STNG but they are the only one with high volume

June contracts are trading higher then next month contracts.
Like if there wasn't enough Oil for every one in storage.

This market detachment is amusing.

it's going to be apocalyptic

5/14/20 Fidelity Current ratings:

DHT: 10.0 VERY Bullish
Equity Summary Score Firms:
Buy = 3
Outperform = 1
Neutral = 2
Underperform = 0
Sell = 0

EURN: Not Available

FRO: 9.9 VERY Bullish
Buy = 2
Outperform = 1
Neutral = 0
Underperform = 1
Sell = 0

OSG: 6.4 Neutral (This was strong buy a week ago)
Buy = 0
Outperform = 1
Neutral = 2
Underperform = 0
Sell = 1

TNK: 9.5 VERY Bullish
Buy = 2
Outperform = 1
Neutral = 1
Underperform = 1
Sell = 1

STNG: 4.8 Neutral
Buy = 1
Outperform = 1
Neutral = 1
Underperform = 2
Sell = 0

TNP: 9.5 VERY Bullish
Buy = 2
Outperform = 0
Neutral = 2
Underperform = 0
Sell = 0

youtube.com/watch?v=uS5xR7jBxDw

youtube.com/watch?v=0rS2lO_-eek

youtube.com/watch?v=49FWp7WLYKw

SOME SEA CHANTIES TO LIFT THE SPIRITS UP BOYS.

THE RAYS OF SUN ARE BEGINNING TO PIERCE THOUGH THIS GREY CLOUDS.

JUST HOLD TIGHT

HOLD ON SEA CAT

NOT FROM MY COLD DEAD HANDS

AMEN

I hope this is true. I am saturated myself now. I will forever hold, but I rather not be pressured to sell a few shares of stuff to maintain buoyancy. Today in my anger and rebellion against the tides, I went full Captain Nemo on this Moby Dick and my margin has run out. This is do or die now with only a bit of cushioning left for more losses. Well, that and got 25 shares of SCO now at 35.9 which I will laugh maniacally when it spikes.

That image, wow. Yes I would. I would give them advice all the way through to ensure no fucking up of course, but if she wanted to play captain I wouldn't say no. Honestly....more like I couldn't. They can bully me way too easily.

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WTI volume has COMPLETELY DIED

if ANYTHING sparks selling this shit is going apoplectic

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I bought more FRO lol

In other words it's going up and your tankerturds will get flushed

Everything that caused oil prices to plummet are reversing. I have no idea why anyone would think we'd get a sequel at this point unless OPEC magically reversed and lockdowns were put back in place. Those things aren't happening so you're just running on hopium now.

We are going to be fucking rich user. Hold tight!

Thank you user.

O-oh my. Well I am feeling like a genius just now entering into SCO. Too bad I can only afford 25 shares with my remaining ability. Ah well, well be a nice thousand dollars profit for me when this goes down. or more.

I bought more TNP and STNG. I got nothing left to spend, hold me.

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>BULLY IN THE ALLEY
what a banger

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Question is who is on hopium now

Things should turn to shit where they belong

oilprice.com/Energy/Crude-Oil/Will-Oil-Prices-Go-Negative-Again-This-Month.html

>Storage space for crude, however, remains constrained due to the sheer size of the overhang on a global scale. This means that a second selloff is a very real possibility and a temporary slide of WTI below zero is also possible.

HOLD ON SEA CAT

STNG down 11% woohoo we are are all going to make it

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kek

HOLD ON SEA CAT

markets.businessinsider.com/news/stocks/oil-price-wti-could-go-negative-again-regulator-warns-traders-2020-5-1029202506

>The US Commodity Futures Trading Commission urged market participants to prepare for negative oil prices again when the West Texas Intermediate futures contract for June expires next Tuesday.

>They bought a dying industry at the highest prices tankers will ever be at this decade
fucking LOL

retail trading the front month have to be getting suspicious at this point don't they?

Just put £500 into TNP, wish me fair winds and following seas lads

Is that like Sea Drill that's down 99.9932 % which seems quite bullish and priced in as you would say

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