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Shipping sector again managed to escape corporate tax “ 130 countries back global minimum corporate tax of 15% . The new minimum tax rate of at least 15% would apply to companies with turnover above a 750-million-euro ($889-million)threshold, with only the shipping industry exempted” $FLNG, $DLNG, $TGP $LPG $CMRE $NMM $DAC $DHT
Good morning fellow shipping magnates. Another good day for dry bulkers. Capesize index +9% to $33k a day. Brazil China route +9% to $33k a day. July FFA +5% to $43k a day August FFA +3% to $43k a day.
$SHIP is the only USA listed pure Capesize play. Now SHIP owns 16 vessels up by 5 from Q1.
Quick check what is the short volume ratio $SHIP 20.34 $EGLE 13.04 $DSX 13.33 $SBLK 10.23 $GNK 8.05 $GOGL 6.40
SHIP has the highest short volume and the higher the volume the more likely for the price to move violently up due to short sellers scrambling to cover their losing positions once the price goes higher (feedback loop).... and since we are seeing very strong shipping rates the stocks are well positioned to go higher. Also there is more and more interest in shipping. Recently M. Burry (Big Short 2008), George Soros and others invested in shipping.
If you actually believe COVID-19 is just the flu and recovery is nigh, shares of container-ship lessors $DAC $GSL $CMRE $CPLP $NMCI etc are highly levered to upside. Caveat: they’re also highly levered to downside if things go downhill…see new FreightWaves story here: https://www.freightwaves.com/news/box-ship-owners-in-crossfire-as-liners-slash-service
The more sailings cancelled, the more risk to companies leasing container ships to carriers.
The more sailings cancelled, the more risk to companies leasing container ships to carriers.
$cmre earnings anyone? Would love a comment from the company about when this is going to happen. Thinking in the next few days, which would be great for this stock. I think? This low volume darling with any news will crush to the upside.
R
$CMRE conversation
Just plain dumb management - since 65% of shares the family owns and reinvests drip shares, so if all 35% public investors got cash dividends so the 19 cent difference they reduced from 29 to 10 cents in CASH saves them 4 million dollars per quarter and for that they sacrificed 20% of the company's market cap so it cost over 100 million dollars - I guess management will want a bonus for this great idea ?
Can $DAC actually hold today's gain into the close? $ZIM seems to suffer from similar late session fade as does $CMRE.
R
$CMRE conversation
Wow how self serving these owners are - I will never invest in a Greek company again - no wonder they are rich they get more and more shares on the cheap by issuing more shares.
Tout commentaire contraire à la réglementation en vigueur (et notamment tout commentaire à caractère raciste, antisémite ou diffamatoire) pourra donner lieu à la suppression de votre compte Yahoo.
Le cas échéant, certains commentaires que vous postez pourront également donner lieu à des poursuites judiciaires à votre encontre.
$ZIM - ZIM Integrated Shipping (Strong Buy - 15% upside)
$GOGL - Golden Ocean Group (Strong Buy - 13% upside)
$DAC - Danaos Corporation (Strong Buy -11.5% upside )
$GSL - Global Shipping Lease (Strong Buy - 10% upside)
$MATX - Matson (Strong Buy - 9.5% upside)
$SB - Safe Bulkers (Strong Buy - 9.5% upside)
$TGH Textainer Group Holdings (Strong Buy - 8.5% upside)
$ATCO - Atlas Corporation (Buy - 7% upside)
$CMRE - Costamare Inc. (Buy - 6% upside)
$GNK -Genco Shipping (Buy - 6% upside)
#RemindMeMonday
https://www.tradewindsnews.com/bulkers/baltic-dry-index-soars-to-highest-level-of-the-year-as-capesizes-extend-rally/2-1-1215789
$GOGL $SB $OSG $NMM $CMRE
“ 130 countries back global minimum corporate tax of 15% . The new minimum tax rate of at least 15% would apply to companies with turnover above a 750-million-euro ($889-million)threshold, with only the shipping industry exempted”
$FLNG, $DLNG, $TGP $LPG $CMRE $NMM $DAC $DHT
August FFA +3% to $43k a day.
$SHIP is the only USA listed pure Capesize play. Now SHIP owns 16 vessels up by 5 from Q1.
Quick check what is the short volume ratio
$SHIP 20.34
$EGLE 13.04
$DSX 13.33
$SBLK 10.23
$GNK 8.05
$GOGL 6.40
SHIP has the highest short volume and the higher the volume the more likely for the price to move violently up due to short sellers scrambling to cover their losing positions once the price goes higher (feedback loop).... and since we are seeing very strong shipping rates the stocks are well positioned to go higher. Also there is more and more interest in shipping. Recently M. Burry (Big Short 2008), George Soros and others invested in shipping.
Feel free to share, copy paste on other channels.
Dry bulk is the place to be.
$BDRY
$SB
$NMM
$EGLE
$DAC
$CMRE
$ESEA
$GOGL
$DSX
$SBLK
$NAT
$ZIM
$STNG
$FRO
$GSL
$EURN
$GNK
$DHT
$TK
$TNK
$ASC
$CTRM
Article in Freightwaves: Flexport: Trans-Pacific deteriorating, brace for shipping ‘tsunami’ by Greg Miller.
TL;DR - Ka.....Ching.
$NMM, $DAC, $ZIM, $SBLK, $SB, $CMRE, $SBLK, $ESEA, $ATCO, etc.
$NMM - 1.9
$ZIM - 3.5
$SB - 3.8
$SBLK - 4.2
$ESEA - 4.3
$DAC - 5.1
$CMRE 5.2
$BDRY
$SB
$NMM
$EGLE
$DAC
$CMRE
$ESEA
$GOGL
$DSX
$SBLK
$NAT
$ZIM
$STNG
$FRO
$GSL
$EURN
$GNK
$DHT
$TK
$TNK
$ASC
$CTRM
Sold my position today @ $30 and will look for pullback to re-enter and added to $CMRE & $NMM. Still holding $DAC.
$GME $AMC $SLV $CMRE $TLRY