2026 Q1 -tulosraportti
75 päivää sitten
‧39 min
2,00 USD/osake
Viimeisin osinko
8,69%Tuotto/v
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Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 5.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
Asiakkaat katsoivat myös
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·7 t sittenHighest price target among analysts is kr 720.-!
Bold. Apparently, it was B. Riley Financial that set a price target of 75$ in May; https://www.marketbeat.com/instant-alerts/okeanis-eco-tankers-eco-to-release-quarterly-earnings-on-tuesday-2026-07-28/ That corresponds, after all, to "only" the price increase from the Q4 report until today (28%) :o- ·13 t sittenToday's last (?) spam. A treat came from Lloydslist (link at the bottom). They start with Yanbu for VLCC (which went from 165k on Wednesday to 230k), but more excitingly, Suezmax rates in the Black Sea yesterday jumped to 254k. It's apparently up 25% from Friday and 44% over a month - which would mean the rates were 176k a month ago... The graph seems to show that Suez from Novorossiysk has been (well) over 100k since mid-January, and OET is very fond of Novorossiysk - at least as long as I've been following since the turn of March/April; * Folegandros loaded 22.04 and 10.07 * Kimolos loaded 10.05 * Milos loaded 11.04, 16.05 and 28.07 (today yes) * Nissos Piperi loaded 31.03, 02.05 and 23.06 *Nissos Serifopoula has not been in good company - poor thing * Nissos Sifnos loaded 30.06 and is waiting for a new one now *Nissos Sikinos possibly March, 16.05, 14.07 (she is empty outside Greece now so she can slip back in) *Poliegos mid-March (then Venezuela to India - on Suez!) *Nissos Tigani is waiting now (she flags Chevron & Novorossiysk) *Nissos Vous has not been in good company (a bit disheartened, poor thing, south of the Maldives now) So then there are about 15 loads since late March. I have no idea about waiting time/dead time in that regard (do the ladies have conclusions before they sail in, or do they lie waiting without payment for x days before loading?). The voyages are also quite short, so what actual rate they have achieved remains to be seen. https://www.lloydslist.com/LL1158003/3D-chess-The-interwoven-tanker-effects-of-Iranian-Houthi-and-Ukrainian-attacks
- ·14 t sitten · MuokattuJust for fun (warning; irresponsible playing with numbers follows) The fixture reports we get in here in the mornings show an average of; Dec; TD3C = 97k WAfr = 99k (EDIT) Q1; TD3C = 222k WAfr = 123k (EDIT) Q2; TD3C = 426k WAfr = 116k July: TD3C = 349k WAfr = 121k TD3C has little relevance after the outbreak of the war (although two of OET's ladies slipped through last week), and OET sails on many other routes than just WAfr (which in turn often seems to be estimated from fixtures on other routes) - including from Fujairah which is probably somewhat above WAfr. In addition, this is only VLCC (Suezmaxes like Novorossiysk and the Mediterranean, but are not exclusively there) The fixtures often "bleed" into the subsequent quarter the fixture came, but OET's guidance for VLCC; Q1 = 104.2 (actual result was 106.4) Q2 = 223.9 The fixture reports were thus a poor proxy for Q1 with a significant overestimation even if we include the "bleed" from December and only consider WAfr. The guidance for Q2 is however far above WAfr, but spot on TD3C for Q1. We probably had no voyage through the strait late Q1 so it's probably coincidental (and it was also a low proportion that was fixed, so the result for Q2 can easily deviate abnormally much from the guidance). All this to say that I don't have the slightest clue what we can expect, neither for actual Q2 nor guidance Q3.If someone wants to play with numbers, the average for the different months is as follows; Dec; TD3C = 97k WAfr = 99k Jan; TD3C = 80k WAfr = 77k Feb; TD3C = 151k WAfr = 130k Mar; TD3C = 418k WAfr = 158k Apr; TD3C = 452k WAfr = 115k May; TD3C = 428k WAfr = 103k Jun;TD3C = 404k WAfr = 127k Jul: TD3C = 349k WAfr = 121k
- ·1 päivä sittenTaking a fleet update as a comfort for today's share price decline (spoiler; OET once again appears to be extremely well positioned, both for Hormuz and for Bab el Mandeb) VLCC Nissos Anafi (16,0m) loaded in Venezuela 04.07 and arrived Galveston 14.07. Draft went from 21,5m to 17,7m and further to 16,0m. Moored Gola 26.07 Nissos Despotiko (11,0m) loaded in Musaffah (i.e. within the Strait of Hormuz) 11.06 and arrived Korea 30.06. Departed Yeosu 16.07 and arrived Singapore for bunkering) 24.07. Sailing further west, but has not stated a new destination - available for assignments??? Nissos Donoussa (11m) loaded in Venezuela 27.06 and unloaded near Houston 13.07. Departed Gola 18.07 and anchored in Venezuela 24.07 Nissos Kea (10,7m) got a fixture and sailed through the strait. Loaded in Qatar 29.06, got through the strait, and anchored off Sohar. Unloaded in Sohar (…) 08.07 and sailed through the Strait of Hormuz 09-10.07. Moored in Qatar 14.07 before she docked and loaded at Halul Island the next day. 23.07 she slipped through the strait again and anchored off Fujairah. She has now unloaded (STS?) - do we see her slipping into the strait again??? Nissos Keros (11m) loaded in Sohar 23.06 and moored in China 14.07 where she unloaded. Departed Zhanjiang 18.07 and bunkered in Singapore 24.07. She has Singapore as destination with ETA 31.07, but is sailing further west - available for assignments??? Nissos Kythnos (11m) unloaded in Japan 29.06 and arrived Fujairah 19.07 before she slipped through the strait 25.07. Now she is waiting to dock for loading in Qatar Nissos Nikouria is on 1 year TC (91,14k) from February Nissos Rhenia (20,2m) loaded in Sohar 24.06. She lay off Galle (Sri Lanka) for a few days before sailing on. Arrived Yeosu ETA 16.07, but has not yet unloaded SUEZ Folegandros (9,0m) is stated to have sailed from Paoloukia 03.07, but she called at Novorossiysk 10.07 and the crew now has a greater draft than before - so she has probably loaded there. She anchored off Trieste 18.07 where she unloaded. Departed Trieste 24.07, but no destination stated - sailing east towards Athens Kimolos (15,9m) loaded in Nigeria approx 14.07 and has destination Port Said ETA 31.07, so we'll see if she's going through the canal or not Milos (9,3m) loaded in Ceyhan 08.07 and sailed south. She still has Ceyhan as port of departure, but draft is reduced and she is now sailing north (from Port Said? STS?). As of 27.07 evening she was in Novorossiysk (with AIS off 10t) Nissos Piperi (9,4m) anchored off Rotterdam 07.07 and finally unloaded the oil from Novorossiysk. Departed Rotterdam 23.07 and has destination Algeria with ETA 28.07 Nissos Serifopoula (9,5m) unloaded in Le Havre 13.05 and has loaded in Nigeria 04.06. She anchored off Philadelphia 21.06 before she finally unloaded closer to 10.07. Anchored in Venezuela 23.07 Nissos Sifnos (9,3m) loaded in Novorossiysk 30.06 and then had destination Augusta (Italy) with ETA 08.07, but destination was then deleted and the AIS signal went offline. She then sailed towards/by Israel, has unloaded (Israel? Port Said? STS?). Since 21.07 she has been in the southeast Black Sea so she is probably trying Novorossiysk again Nissos Sikinos (9,5m) unloaded Russian oil in Trieste 28.06 before she bounced back to Novorossiysk and unloaded that oil in Nemrut 23.07. Now she is on her way to Gythio ETA 26.07 Poliegos (17,1m) loaded in Venezuela 10.05 and arrived Trincomalee Sri Lanka 20.06 (previously destination was stated as Singapore 14.06) where she lay for 3 weeks (!). Then anchored (fully loaded) off Sikka 16.07, but has not unloaded Nissos Tigani (9,5m) departed the shipyard off Mokpo (South Korea) 29.05 and loaded in Iraq 01.07. She unloaded either in Ain Sukhna 15.07 or Piraeus 20.07 before she slipped back into the Black Sea. As of 27.07 she is flagging Chevron and CPC (#Novorossiysk) Nissos Vous (9,5m) departed the shipyard 08.07 and is now south of Sri Lanka, but no destination is stated (though somewhat further south than normal? But not course towards Madagascar either) - AIS off 2 daysHow long has it been since Aristidis said that Q3 would be the second best quarter? We are heading for a potentially strong finish to Q3; first with both Nissos Kea and Nissos Kythnos through Hormuz last week, and Nissos Kea unloaded in Fujairah looks like it's heading for Hormuz again. In addition, we have Nissos Despotiko, Nissos Keros and Nissos Vous near(ish) Hormuz without a stated destination and thus perhaps available for Hormuz assignments. And finally, a steady stream to Novorossiysk as well as several Suezmax potentially ready for assignments near Suez. It would have been incredibly fun if the guidance for Q3 was higher than what was achieved for Q2 (without me having any idea if we are close to that, beyond Aristidis previously signaled that Q3 was better than Q1, but not as good as Q2)
- ·1 päivä sittenOKEANIS This week's Investtech: Buy these stocks before the quarterly reports Some stocks on the Oslo Stock Exchange statistically rise in the days before quarterly reporting. Here are three such stocks, which are also technically positive. https://e24.no/boers-og-finans/i/n1Myl5/ukens-investtech-kjoep-disse-aksjene-foer-kvartalsrapportene
I believe Okeanis can pay around 60,- in Q3 dividend, which could be a nice Christmas present. There will also be some in Q2. https://freightandbarrels.substack.com/p/constellation-oil-services-all-set
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
75 päivää sitten
‧39 min
2,00 USD/osake
Viimeisin osinko
8,69%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
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Kirjaudu
- ·7 t sittenHighest price target among analysts is kr 720.-!Bold. Apparently, it was B. Riley Financial that set a price target of 75$ in May; https://www.marketbeat.com/instant-alerts/okeanis-eco-tankers-eco-to-release-quarterly-earnings-on-tuesday-2026-07-28/ That corresponds, after all, to "only" the price increase from the Q4 report until today (28%) :o
- ·13 t sittenToday's last (?) spam. A treat came from Lloydslist (link at the bottom). They start with Yanbu for VLCC (which went from 165k on Wednesday to 230k), but more excitingly, Suezmax rates in the Black Sea yesterday jumped to 254k. It's apparently up 25% from Friday and 44% over a month - which would mean the rates were 176k a month ago... The graph seems to show that Suez from Novorossiysk has been (well) over 100k since mid-January, and OET is very fond of Novorossiysk - at least as long as I've been following since the turn of March/April; * Folegandros loaded 22.04 and 10.07 * Kimolos loaded 10.05 * Milos loaded 11.04, 16.05 and 28.07 (today yes) * Nissos Piperi loaded 31.03, 02.05 and 23.06 *Nissos Serifopoula has not been in good company - poor thing * Nissos Sifnos loaded 30.06 and is waiting for a new one now *Nissos Sikinos possibly March, 16.05, 14.07 (she is empty outside Greece now so she can slip back in) *Poliegos mid-March (then Venezuela to India - on Suez!) *Nissos Tigani is waiting now (she flags Chevron & Novorossiysk) *Nissos Vous has not been in good company (a bit disheartened, poor thing, south of the Maldives now) So then there are about 15 loads since late March. I have no idea about waiting time/dead time in that regard (do the ladies have conclusions before they sail in, or do they lie waiting without payment for x days before loading?). The voyages are also quite short, so what actual rate they have achieved remains to be seen. https://www.lloydslist.com/LL1158003/3D-chess-The-interwoven-tanker-effects-of-Iranian-Houthi-and-Ukrainian-attacks
- ·14 t sitten · MuokattuJust for fun (warning; irresponsible playing with numbers follows) The fixture reports we get in here in the mornings show an average of; Dec; TD3C = 97k WAfr = 99k (EDIT) Q1; TD3C = 222k WAfr = 123k (EDIT) Q2; TD3C = 426k WAfr = 116k July: TD3C = 349k WAfr = 121k TD3C has little relevance after the outbreak of the war (although two of OET's ladies slipped through last week), and OET sails on many other routes than just WAfr (which in turn often seems to be estimated from fixtures on other routes) - including from Fujairah which is probably somewhat above WAfr. In addition, this is only VLCC (Suezmaxes like Novorossiysk and the Mediterranean, but are not exclusively there) The fixtures often "bleed" into the subsequent quarter the fixture came, but OET's guidance for VLCC; Q1 = 104.2 (actual result was 106.4) Q2 = 223.9 The fixture reports were thus a poor proxy for Q1 with a significant overestimation even if we include the "bleed" from December and only consider WAfr. The guidance for Q2 is however far above WAfr, but spot on TD3C for Q1. We probably had no voyage through the strait late Q1 so it's probably coincidental (and it was also a low proportion that was fixed, so the result for Q2 can easily deviate abnormally much from the guidance). All this to say that I don't have the slightest clue what we can expect, neither for actual Q2 nor guidance Q3.If someone wants to play with numbers, the average for the different months is as follows; Dec; TD3C = 97k WAfr = 99k Jan; TD3C = 80k WAfr = 77k Feb; TD3C = 151k WAfr = 130k Mar; TD3C = 418k WAfr = 158k Apr; TD3C = 452k WAfr = 115k May; TD3C = 428k WAfr = 103k Jun;TD3C = 404k WAfr = 127k Jul: TD3C = 349k WAfr = 121k
- ·1 päivä sittenTaking a fleet update as a comfort for today's share price decline (spoiler; OET once again appears to be extremely well positioned, both for Hormuz and for Bab el Mandeb) VLCC Nissos Anafi (16,0m) loaded in Venezuela 04.07 and arrived Galveston 14.07. Draft went from 21,5m to 17,7m and further to 16,0m. Moored Gola 26.07 Nissos Despotiko (11,0m) loaded in Musaffah (i.e. within the Strait of Hormuz) 11.06 and arrived Korea 30.06. Departed Yeosu 16.07 and arrived Singapore for bunkering) 24.07. Sailing further west, but has not stated a new destination - available for assignments??? Nissos Donoussa (11m) loaded in Venezuela 27.06 and unloaded near Houston 13.07. Departed Gola 18.07 and anchored in Venezuela 24.07 Nissos Kea (10,7m) got a fixture and sailed through the strait. Loaded in Qatar 29.06, got through the strait, and anchored off Sohar. Unloaded in Sohar (…) 08.07 and sailed through the Strait of Hormuz 09-10.07. Moored in Qatar 14.07 before she docked and loaded at Halul Island the next day. 23.07 she slipped through the strait again and anchored off Fujairah. She has now unloaded (STS?) - do we see her slipping into the strait again??? Nissos Keros (11m) loaded in Sohar 23.06 and moored in China 14.07 where she unloaded. Departed Zhanjiang 18.07 and bunkered in Singapore 24.07. She has Singapore as destination with ETA 31.07, but is sailing further west - available for assignments??? Nissos Kythnos (11m) unloaded in Japan 29.06 and arrived Fujairah 19.07 before she slipped through the strait 25.07. Now she is waiting to dock for loading in Qatar Nissos Nikouria is on 1 year TC (91,14k) from February Nissos Rhenia (20,2m) loaded in Sohar 24.06. She lay off Galle (Sri Lanka) for a few days before sailing on. Arrived Yeosu ETA 16.07, but has not yet unloaded SUEZ Folegandros (9,0m) is stated to have sailed from Paoloukia 03.07, but she called at Novorossiysk 10.07 and the crew now has a greater draft than before - so she has probably loaded there. She anchored off Trieste 18.07 where she unloaded. Departed Trieste 24.07, but no destination stated - sailing east towards Athens Kimolos (15,9m) loaded in Nigeria approx 14.07 and has destination Port Said ETA 31.07, so we'll see if she's going through the canal or not Milos (9,3m) loaded in Ceyhan 08.07 and sailed south. She still has Ceyhan as port of departure, but draft is reduced and she is now sailing north (from Port Said? STS?). As of 27.07 evening she was in Novorossiysk (with AIS off 10t) Nissos Piperi (9,4m) anchored off Rotterdam 07.07 and finally unloaded the oil from Novorossiysk. Departed Rotterdam 23.07 and has destination Algeria with ETA 28.07 Nissos Serifopoula (9,5m) unloaded in Le Havre 13.05 and has loaded in Nigeria 04.06. She anchored off Philadelphia 21.06 before she finally unloaded closer to 10.07. Anchored in Venezuela 23.07 Nissos Sifnos (9,3m) loaded in Novorossiysk 30.06 and then had destination Augusta (Italy) with ETA 08.07, but destination was then deleted and the AIS signal went offline. She then sailed towards/by Israel, has unloaded (Israel? Port Said? STS?). Since 21.07 she has been in the southeast Black Sea so she is probably trying Novorossiysk again Nissos Sikinos (9,5m) unloaded Russian oil in Trieste 28.06 before she bounced back to Novorossiysk and unloaded that oil in Nemrut 23.07. Now she is on her way to Gythio ETA 26.07 Poliegos (17,1m) loaded in Venezuela 10.05 and arrived Trincomalee Sri Lanka 20.06 (previously destination was stated as Singapore 14.06) where she lay for 3 weeks (!). Then anchored (fully loaded) off Sikka 16.07, but has not unloaded Nissos Tigani (9,5m) departed the shipyard off Mokpo (South Korea) 29.05 and loaded in Iraq 01.07. She unloaded either in Ain Sukhna 15.07 or Piraeus 20.07 before she slipped back into the Black Sea. As of 27.07 she is flagging Chevron and CPC (#Novorossiysk) Nissos Vous (9,5m) departed the shipyard 08.07 and is now south of Sri Lanka, but no destination is stated (though somewhat further south than normal? But not course towards Madagascar either) - AIS off 2 daysHow long has it been since Aristidis said that Q3 would be the second best quarter? We are heading for a potentially strong finish to Q3; first with both Nissos Kea and Nissos Kythnos through Hormuz last week, and Nissos Kea unloaded in Fujairah looks like it's heading for Hormuz again. In addition, we have Nissos Despotiko, Nissos Keros and Nissos Vous near(ish) Hormuz without a stated destination and thus perhaps available for Hormuz assignments. And finally, a steady stream to Novorossiysk as well as several Suezmax potentially ready for assignments near Suez. It would have been incredibly fun if the guidance for Q3 was higher than what was achieved for Q2 (without me having any idea if we are close to that, beyond Aristidis previously signaled that Q3 was better than Q1, but not as good as Q2)
- ·1 päivä sittenOKEANIS This week's Investtech: Buy these stocks before the quarterly reports Some stocks on the Oslo Stock Exchange statistically rise in the days before quarterly reporting. Here are three such stocks, which are also technically positive. https://e24.no/boers-og-finans/i/n1Myl5/ukens-investtech-kjoep-disse-aksjene-foer-kvartalsrapporteneI believe Okeanis can pay around 60,- in Q3 dividend, which could be a nice Christmas present. There will also be some in Q2. https://freightandbarrels.substack.com/p/constellation-oil-services-all-set
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 5.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
2026 Q1 -tulosraportti
75 päivää sitten
‧39 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 5.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
2,00 USD/osake
Viimeisin osinko
8,69%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenHighest price target among analysts is kr 720.-!Bold. Apparently, it was B. Riley Financial that set a price target of 75$ in May; https://www.marketbeat.com/instant-alerts/okeanis-eco-tankers-eco-to-release-quarterly-earnings-on-tuesday-2026-07-28/ That corresponds, after all, to "only" the price increase from the Q4 report until today (28%) :o
- ·13 t sittenToday's last (?) spam. A treat came from Lloydslist (link at the bottom). They start with Yanbu for VLCC (which went from 165k on Wednesday to 230k), but more excitingly, Suezmax rates in the Black Sea yesterday jumped to 254k. It's apparently up 25% from Friday and 44% over a month - which would mean the rates were 176k a month ago... The graph seems to show that Suez from Novorossiysk has been (well) over 100k since mid-January, and OET is very fond of Novorossiysk - at least as long as I've been following since the turn of March/April; * Folegandros loaded 22.04 and 10.07 * Kimolos loaded 10.05 * Milos loaded 11.04, 16.05 and 28.07 (today yes) * Nissos Piperi loaded 31.03, 02.05 and 23.06 *Nissos Serifopoula has not been in good company - poor thing * Nissos Sifnos loaded 30.06 and is waiting for a new one now *Nissos Sikinos possibly March, 16.05, 14.07 (she is empty outside Greece now so she can slip back in) *Poliegos mid-March (then Venezuela to India - on Suez!) *Nissos Tigani is waiting now (she flags Chevron & Novorossiysk) *Nissos Vous has not been in good company (a bit disheartened, poor thing, south of the Maldives now) So then there are about 15 loads since late March. I have no idea about waiting time/dead time in that regard (do the ladies have conclusions before they sail in, or do they lie waiting without payment for x days before loading?). The voyages are also quite short, so what actual rate they have achieved remains to be seen. https://www.lloydslist.com/LL1158003/3D-chess-The-interwoven-tanker-effects-of-Iranian-Houthi-and-Ukrainian-attacks
- ·14 t sitten · MuokattuJust for fun (warning; irresponsible playing with numbers follows) The fixture reports we get in here in the mornings show an average of; Dec; TD3C = 97k WAfr = 99k (EDIT) Q1; TD3C = 222k WAfr = 123k (EDIT) Q2; TD3C = 426k WAfr = 116k July: TD3C = 349k WAfr = 121k TD3C has little relevance after the outbreak of the war (although two of OET's ladies slipped through last week), and OET sails on many other routes than just WAfr (which in turn often seems to be estimated from fixtures on other routes) - including from Fujairah which is probably somewhat above WAfr. In addition, this is only VLCC (Suezmaxes like Novorossiysk and the Mediterranean, but are not exclusively there) The fixtures often "bleed" into the subsequent quarter the fixture came, but OET's guidance for VLCC; Q1 = 104.2 (actual result was 106.4) Q2 = 223.9 The fixture reports were thus a poor proxy for Q1 with a significant overestimation even if we include the "bleed" from December and only consider WAfr. The guidance for Q2 is however far above WAfr, but spot on TD3C for Q1. We probably had no voyage through the strait late Q1 so it's probably coincidental (and it was also a low proportion that was fixed, so the result for Q2 can easily deviate abnormally much from the guidance). All this to say that I don't have the slightest clue what we can expect, neither for actual Q2 nor guidance Q3.If someone wants to play with numbers, the average for the different months is as follows; Dec; TD3C = 97k WAfr = 99k Jan; TD3C = 80k WAfr = 77k Feb; TD3C = 151k WAfr = 130k Mar; TD3C = 418k WAfr = 158k Apr; TD3C = 452k WAfr = 115k May; TD3C = 428k WAfr = 103k Jun;TD3C = 404k WAfr = 127k Jul: TD3C = 349k WAfr = 121k
- ·1 päivä sittenTaking a fleet update as a comfort for today's share price decline (spoiler; OET once again appears to be extremely well positioned, both for Hormuz and for Bab el Mandeb) VLCC Nissos Anafi (16,0m) loaded in Venezuela 04.07 and arrived Galveston 14.07. Draft went from 21,5m to 17,7m and further to 16,0m. Moored Gola 26.07 Nissos Despotiko (11,0m) loaded in Musaffah (i.e. within the Strait of Hormuz) 11.06 and arrived Korea 30.06. Departed Yeosu 16.07 and arrived Singapore for bunkering) 24.07. Sailing further west, but has not stated a new destination - available for assignments??? Nissos Donoussa (11m) loaded in Venezuela 27.06 and unloaded near Houston 13.07. Departed Gola 18.07 and anchored in Venezuela 24.07 Nissos Kea (10,7m) got a fixture and sailed through the strait. Loaded in Qatar 29.06, got through the strait, and anchored off Sohar. Unloaded in Sohar (…) 08.07 and sailed through the Strait of Hormuz 09-10.07. Moored in Qatar 14.07 before she docked and loaded at Halul Island the next day. 23.07 she slipped through the strait again and anchored off Fujairah. She has now unloaded (STS?) - do we see her slipping into the strait again??? Nissos Keros (11m) loaded in Sohar 23.06 and moored in China 14.07 where she unloaded. Departed Zhanjiang 18.07 and bunkered in Singapore 24.07. She has Singapore as destination with ETA 31.07, but is sailing further west - available for assignments??? Nissos Kythnos (11m) unloaded in Japan 29.06 and arrived Fujairah 19.07 before she slipped through the strait 25.07. Now she is waiting to dock for loading in Qatar Nissos Nikouria is on 1 year TC (91,14k) from February Nissos Rhenia (20,2m) loaded in Sohar 24.06. She lay off Galle (Sri Lanka) for a few days before sailing on. Arrived Yeosu ETA 16.07, but has not yet unloaded SUEZ Folegandros (9,0m) is stated to have sailed from Paoloukia 03.07, but she called at Novorossiysk 10.07 and the crew now has a greater draft than before - so she has probably loaded there. She anchored off Trieste 18.07 where she unloaded. Departed Trieste 24.07, but no destination stated - sailing east towards Athens Kimolos (15,9m) loaded in Nigeria approx 14.07 and has destination Port Said ETA 31.07, so we'll see if she's going through the canal or not Milos (9,3m) loaded in Ceyhan 08.07 and sailed south. She still has Ceyhan as port of departure, but draft is reduced and she is now sailing north (from Port Said? STS?). As of 27.07 evening she was in Novorossiysk (with AIS off 10t) Nissos Piperi (9,4m) anchored off Rotterdam 07.07 and finally unloaded the oil from Novorossiysk. Departed Rotterdam 23.07 and has destination Algeria with ETA 28.07 Nissos Serifopoula (9,5m) unloaded in Le Havre 13.05 and has loaded in Nigeria 04.06. She anchored off Philadelphia 21.06 before she finally unloaded closer to 10.07. Anchored in Venezuela 23.07 Nissos Sifnos (9,3m) loaded in Novorossiysk 30.06 and then had destination Augusta (Italy) with ETA 08.07, but destination was then deleted and the AIS signal went offline. She then sailed towards/by Israel, has unloaded (Israel? Port Said? STS?). Since 21.07 she has been in the southeast Black Sea so she is probably trying Novorossiysk again Nissos Sikinos (9,5m) unloaded Russian oil in Trieste 28.06 before she bounced back to Novorossiysk and unloaded that oil in Nemrut 23.07. Now she is on her way to Gythio ETA 26.07 Poliegos (17,1m) loaded in Venezuela 10.05 and arrived Trincomalee Sri Lanka 20.06 (previously destination was stated as Singapore 14.06) where she lay for 3 weeks (!). Then anchored (fully loaded) off Sikka 16.07, but has not unloaded Nissos Tigani (9,5m) departed the shipyard off Mokpo (South Korea) 29.05 and loaded in Iraq 01.07. She unloaded either in Ain Sukhna 15.07 or Piraeus 20.07 before she slipped back into the Black Sea. As of 27.07 she is flagging Chevron and CPC (#Novorossiysk) Nissos Vous (9,5m) departed the shipyard 08.07 and is now south of Sri Lanka, but no destination is stated (though somewhat further south than normal? But not course towards Madagascar either) - AIS off 2 daysHow long has it been since Aristidis said that Q3 would be the second best quarter? We are heading for a potentially strong finish to Q3; first with both Nissos Kea and Nissos Kythnos through Hormuz last week, and Nissos Kea unloaded in Fujairah looks like it's heading for Hormuz again. In addition, we have Nissos Despotiko, Nissos Keros and Nissos Vous near(ish) Hormuz without a stated destination and thus perhaps available for Hormuz assignments. And finally, a steady stream to Novorossiysk as well as several Suezmax potentially ready for assignments near Suez. It would have been incredibly fun if the guidance for Q3 was higher than what was achieved for Q2 (without me having any idea if we are close to that, beyond Aristidis previously signaled that Q3 was better than Q1, but not as good as Q2)
- ·1 päivä sittenOKEANIS This week's Investtech: Buy these stocks before the quarterly reports Some stocks on the Oslo Stock Exchange statistically rise in the days before quarterly reporting. Here are three such stocks, which are also technically positive. https://e24.no/boers-og-finans/i/n1Myl5/ukens-investtech-kjoep-disse-aksjene-foer-kvartalsrapporteneI believe Okeanis can pay around 60,- in Q3 dividend, which could be a nice Christmas present. There will also be some in Q2. https://freightandbarrels.substack.com/p/constellation-oil-services-all-set
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