KOS Holds Strong: Valued at $5‑$6 via Oil Futures
Excellent post on $KOS. One of my top positions, arguably worth $5-$6 on current oil futures.
Tanker Forward Rates Hit Record, yet Stocks Slump
FFA (near-term forward rates) curve at multi-year record highs for #tankers, yet $DHT $FRO and others still heavily down… 🤷♂️ #shipping
MEG Shut-In Hurts Tankers, Fuels Oil Rally, SPY Overbought
Full shut-in of the MEG (AG) is obviously bearish for short- mid-term #tanker markers. The tanker stocks are betting this lasts *months*. Oil is partially reflecting, but $SPY is wildly bloated. Trade: -Bullish oil firms: $KOS -Mega bearish $SPY -Holding key tankers: $DHT $STNG
Tankers Poised for 20‑30% Surge Despite Market Blindspot
Tankers should be surging, but broad market again missing forest (insanely strong markets, cascading inefficiency) for the trees (worry abt handful of ships at anchor). Top two public #shipping trades: $DHT ($18.36) $STNG ($77.75) Bookmark, check in a month. 20-30%+ potential.