Category Archives: Private Nework

Weekly Wrap 30

Capesize ($23.8k/d, -4% w/w, +165% y/y) VLCC ($8.0k/d, +21% w/w, -38% y/y) VLGC ($23.0k/d, -3% w/w, +269% y/y) LNGC ($75k/d, -1% w/w, +88% y/y)...

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Posted in dry bulk, LNG carriers, LPG shipping, oil tankers, Private Nework, shipping, VLGC | Leave a comment

Private Network Weekly Wrap

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Private Network Weekly Wrap

Short updated on shipping markets below. There will be limited publication activity in the coming weeks due to vacation...

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Posted in Private Nework | 3 Comments

Private Network: Portfolio update

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Quarterly Shipping Update: Q2 Actuals vs Forecast

As Q2 came to an end, we analyse the actual data vs our forecast sector by sector, including latest developments going into Q3. We have also added updated peer tables for each sector. Key takes: Oil Tankers (BUY) and Dry...

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Posted in dry bulk, LNG carriers, LPG shipping, oil tankers, Private Nework, shipping, VLGC | Leave a comment

Private Network Weekly Wrap: GNK, SBLK, GoodBulk, OET

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Private Network: TNK vs OET, new Portfolio all-time-high

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Posted in Private Nework | Tagged , , , , , , | 3 Comments

Private Network: Okeanis Eco Tankers IPO

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Posted in Private Nework | Tagged , | 2 Comments

Private Network: LNGC earnings rally, VLGC/LPG update, Portfolio update

LNG Carrier earnings rally! Latest broker quotes are for LNG spot rates at $77.5k/d (+19% w/w, +38% m/m, +94% y/y) with 1y TC at $80k/d (+14% w/w). Spot rates are close to five-year-highs in what is usually the seasonally low...

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Posted in Private Nework | 6 Comments

Private Network: TNK

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Posted in Private Nework | Tagged , | 18 Comments

Private Network: LNGC rates surge, VLGC/LPG update, Portfolio update

LNG rates surge Strong demand for coal and LNG is leading a surge in natural gas prices in the Far East (+41% since end-March), with increasing price differential towards the...

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Posted in Private Nework | 1 Comment

Private Network: SBLK (BUY, TP 23) 1Q18 Review

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Private Network: Another all-time-high, SOFF, GNK, updated dry bulk peer table

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Posted in Private Nework | 3 Comments

Private Network: Another all-time-high, SOFF +15% d/d , VLGC/LPG & Dry Bulk update

Yet again can my private network and I enjoy a new all-time-high for the portfolio, up 0.5% d/d (2.7% w/w) to reach a total return since fully invested in June/’17 of 38%....

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Posted in Private Nework | 7 Comments

Private Network: All-time-high, Portfolio changes, US LPG update

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Private Network: New all-time-high, BWLPG, LPG, Avance

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Private Network: BW LPG proposes merger with Dorian LPG

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Posted in Private Nework | 9 Comments

Private Network: Weekly Wrap-up

Portfolio reached a new all-time-high (CAGR = 34%). A myriad of changes to the portfolio. Updated Dry Bulk valuation and peer table....

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Posted in Private Nework | 4 Comments

Private Network Update 23-May/18: DHT, OPEC news, LPG, Portfolio update

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Posted in Private Nework | 13 Comments