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Introduction Here I layout a rather broad bear/neutral thesis for DHT Holdings, Inc. (DHT). First I discuss the investment thesis for some one long this stock. Next I discuss the nature of the investment as one in a depreciating fleet of ships. I highlight how in many quarters and years st...
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Because of the COVID-19 pandemic, nearly half of the world's population has been in lockdown mode. Fewer planes are in the sky, and fewer cars are on the street. That has caused global oil demand to plummet. The weak global oil demand, combined with global oil oversupply, has flooded the world...
“If everybody indexed, the only word you could use is chaos, catastrophe…The markets would fail.” – John Bogle, May 2017 "I will go to my grave... believing that really loose monetary policy greatly contributed to the Financial Crisis. There were obviously pr...
Randy Giveans, a shipping analysts for Jefferies was quoted about recent market actions, saying it was "the craziest price action I've seen in my nine years covering the space." He was speaking about DHT Holdings ( DHT ) and Scorpio Tankers ( STNG ) prices after earnings reports to Greg Mill...
Despite one of the strongest tanker markets on record, Scorpio Tankers ( STNG ) is down ~50% YTD. Usually it's the opposite. Data by YCharts I have to admit, I am not the biggest fan of product tankers (I typically invest in crude tankers), but at these levels, especially after STNG's ...
Key Takeaway OPEC’s strategic move to increase production from 9.7 million bpd to 10-11 million bpd in April led oil price to plummet. With the oil demand already hit by COVID-19, the glut soared to historically high levels leading the forward curve into contango. This confluence...
I will start with a simple statement. If you are not willing to take delivery, you should not be long oil futures right now, because storage constraints are what it is all about. Oil futures prices went negative last month because people realized this, and it is still as much of a problem as e...
DHT Holdings ( DHT ) operates an independent fleet of very large crude carriers (VLCC) in both the spot market and on fixed time charter. Management claims; "A counter cyclical philosophy with respects to investments, employment of our fleet and capital allocation." So, it is not surprising th...
Image source: The Motley Fool. DHT Maritime (NYSE: DHT) Q1 2020 Earnings Call May 06, 2020 , 8:00 a.m. ET Operator Continue reading
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2024-07-10 21:22:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
HAMILTON, BERMUDA, June 13, 2024 – DHT Holdings, Inc. (NYSE:DHT) (“DHT”) announces the results of its 2024 Annual Meeting of Shareholders (the “Annual Meeting”) held on Wednesday, June 12, 2024. Shareholders holding an aggregate of 111,155,645 common shares ...