Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
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Is It Time to Bottom-Fish Crude Tanker Stocks?
The worst is behind usWe believe that we have reached the bottom of the crude tanker shipping market. While we don’t expect rates to reach anywhere...
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Is OPEC’s Announcement a Panacea for Tsakos Energy Navigation?
Losses higher than expected: Tsakos Energy Navigation’s (TNP’s) Time Charter Equivalent (TCE) revenues for the first quarter of 2018 dropped 11.5%...
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We’ve Got All the Breakouts We Want To Make Money in Shipping
So many ship stock charts said the same thing on breakouts last week. We couldn’t have asked for more. John-Paul Smith said so much by way of a...
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Shipping Consolidation: BW LPG Bids for Dorian LPG in $1.1bn EV Valuation
Shipping, specifically LPG tanker shipping, made headlines this week with a takeover offer via an all-stock transaction from BW LPG Ltd (BWLPG NO)...
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