/tsg/ - tanker stock general

Kraken edition

>Highlighted links
seekingalpha.com/article/4343722-talking-tanker-trade-podcast
[YouTube] Is The Oil Tanker Trade Over? Weekly Market update 5-16-20 (embed) (Overview of tanker thesis)

> 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

>Tanker rates
crweber.com/ (no https)
twitter.com/TankersInt

>Maritime news
lloydslist.maritimeintelligence.informa.com/
marinevesseltraffic.com/2013/02/tanker-track.html
freightwaves.com/american-shipper
shipbrief.com/

>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/squid-girl/

>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.
NAT: EST EPS $0.26, actual $0.27.
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
FRO on 5/20, pre-market
TNK on 5/21, pre-market
SFL on 5/29, pre-market
TNP on 6/4, pre-market

>Oil futures rollover date
Today (next is June 22, 2020)

Previous thread:

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Thank you brandon for saving me from the tanker buttpirates

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>buying tankers
>not buying oil
ngmi bros

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Which oil we buying? WTI?

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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Squid last thread made me diamonds. Love these things.

But no, seriously, so June is over now. Wtf is the aftermath? This was so jewed up, we need oilanon or someone qualified to dissect it. I cannot make sense of what I witnessed, and glad I only lost 200 dollars for it on my SCO. Ah well, DHT divvy will pay off that debt.

HOLD ON SEA CAT

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Well, anons, i'm in the green but barely. INSW is an anchor pulling down my portfolio despite beating earnings and by all accounts having a killer Q2, what a meme market we currently reside in.

As has been said countless times before by other anons, i'm long af. When the bear raids end and the shills fuck off to new pastures, the kikery will end.

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HOTEL ON SEACATTERS

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this was never supposed to be a 2 fucking year trade. it was pitched as relying on short term storage
OI being completely resolved as we speak
saying shit like you always planned to be holding this shit for 2 years is bagholder cope
fucking stop

Lmfao