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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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 | 10 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