/tsg/ Tanker Stock General

>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
FRO: EPS $0.84, divvy $0.70

> Upcoming earnings reports calendar
TNK on 5/21, pre-market
SFL on 5/29, pre-market
TNP on 6/4, pre-market

>Oil futures rollover date
June 22, 2020

Previous thread:

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Other urls found in this thread:

youtube.com/watch?v=2I82iGHr3Xg
twitter.com/SFWRedditImages

>[YouTube] Is The Oil Tanker Trade Over? Weekly Market update 5-16-20 (embed) (Overview of tanker thesis)
youtube.com/watch?v=2I82iGHr3Xg

a doubloon for your troubles.

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Haha they have 6 girrilluan barrels of oil they are panicked. They are shook. Where will they put all the oil. Haha hff aha we rich we rich butch

Today is the day oil goes to minus 6 gorrillian $$$ because where are they going to put the oil. Duh. Where will they put it haha easy money hahahahaha

tl;dr is that short term gains will help offset long term spot rates declining but not enough to affect share prices in positive upward movement

[HATE TANKERS]

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Wow, he admits this economy is a rollercoaster ride kek. I like him, he should do all the talking instead of the woman.

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hello shill, there are about 200 million. thanks.

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kek how coked up are these analysts

>RANDY SAYS "HOWDY"

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>he admits this economy is a rollercoaster ride kek.
haha wow so smart! thats a fucking woman level analysis

"THERE'S AN ELEPHANT IN THIS ROOM"

ROLLING DOWN, TO OLD MAUI, ME BOYS
ROLLING DOWN, TO OLD MAUI
WE'RE HOMEWARD BOUND
FROM THE ARTIC GROUND
ROLLING DOWN, TO OLD MAUI

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>DEMAND DESTRUCTION WAS NOT AS DEEP AS PREDICTED

>>Another important date
>May 19th, 2020 (you know why)

Why was this taken out of the OP?

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>dat tie

>the US data is normally more, uhh, accurate

HAHAHA THIS FUCKING GUY

>JUST DRINK SOME TEA GUYS

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No one ever cared about that date, I dont know what you're talking about. Just focus on comfy divvies and falling knives. Big gains soon in Q3 of 2022

Sore throat from seeding and feeding your way to the top.

now for the dump

kek. I guess we're all watching texas and california.

because it's now may 20th?

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Close to peak! That's bullish right when they dont need tankers anymore tankers will moon. Moon I tell you. All stocks moon as they bleed money go bankruptcy

Bankruptcy =Lambos

Not Lamborghini but jambox we rich nao

>Looks like we have to figure out how to transport oil in the cloud.

Kek. Valuations really are pure joke level at this point. I REALLY like that he wasn't shy in suggesting potential consolidation.

Rare for a company to admit it though.

Because it is May 20th.

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It's fucking over

Haha Brandon was wrong we only lost 65% of our investments brandon so dumb

>Rare for a company to admit it though.
not really, I've heard the same from many earnings calls in the last month trying to explain away volatility to nervous bagholders

>great divvies
>great conference
>stock goes down
Guess it's time to kill myself

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why is brandon always right? i hate him hes a fucking idiot! but hes always right! im so frustrated and angry that oil didn't go triple digit negative! he's a fucking JP Morgan insider trying to get me to sell my 45 shares of DHT!

We may have lost our $$$$ but think of the fun times we had knowing that oil goes negative every month, helps us lose faster!!! Yay!

>200 million floating
>API reports a 4.8mb draw
anyone got a sense for the numbers implications other than muh gorillions?

>he's a fucking JP Morgan insider trying to get me to sell my 45 shares of DHT!

We are so smart we figured this out we deserve our huge profits when oil goes negative yesterday

But nothing happened on May 19th

According to this retard it was supposed to be the "days of prophecy"

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just stop guys i know i fucked up buying DHT, you don’t need to rub it in

i admit you were right now go away please

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Brandon was actually right and I feel awful knowing it

I dumped my holdings. Some were down 30% in a fucking month.

The fucking RTX I bought at $52 is back up to almost $60. 12% in a fucking week.

Such wasted money

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More like LastInLine

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You really want to feel bad for somebody? I was swing trading NAIL a month ago when I put 80% of my total portfolio into this horse shit.

hehehehehe, you guys are cute - keep trying

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It was supposed to have rollover due to high open interest and no space to store oil, instead it was manipulated to prevent another crash like last time. People who have more experience in oil would have known that, but we're just poor tankertards and not oilchads so we thought oil prices would reflect the actual situation and the contango would end near the date rather than be algorithm'd away.

that anime fag is easily the single dumbest person in these threads you could screencap any random post that faggot makes and it becomes instant cringe porn

>è sold?