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Pre-Market Gainers and Losers for Today (September 22, 2026) 📈 📉
Pre-Market Gainers and Losers for Today (September 18, 2026) 📈 📉
$HMR - Uber of Shipping - The Most Undervalued Stock on NASDAQ? 40% Drop Despite a 450% Average Earnings Beat, Now Sitting on Triple Support. Zero Debt, Cash Pile Nearly Majority of Market Cap, CEO Buying Hard, Hormuz Just a Bonus. No Red Flags - Prove Me Wrong.
$HMR - Uber of Shipping - The Most Undervalued Stock on NASDAQ? 40% Drop Despite a 450% Average Earnings Beat, Now Sitting on Triple Support. Zero Debt, Cash Pile Nearly Majority of Market Cap, CEO Buying Hard, Hormuz Just a Bonus. No Red Flags - Prove Me Wrong.
$HMR UPDATE: A No-Debt Microcap Printing GAAP Profits. Massive Q1 Beat, Massively Tight Float + 90% Insider Ownership. The Catalysts are Set and the Stock Is Moving!
$HMR UPDATE: A No-Debt Microcap Printing GAAP Profits. Massive Q1 Beat, Massively Tight Float + 90% Insider Ownership. The Catalysts are Set and the Stock Is Moving!
$HMR: An Actual No-Debt Microcap Printing Real GAAP Profits. Massive Q1 Beat + Under-The-Radar Float Lockup Means It's Primed for a Major Move
HMR: Revenues and profitability surged in Q1 2026, fueled by fleet growth and robust tanker demand
HMR Has the Same Squeeze DNA as GameStop - But With a Business That Actually Works (fyi i love how Cohen is running it now - Increasing Book Value & Cash)
$HMR: Uber of Ships. 373% growth, zero debt. CEO buying hard, Hormuz tailwind. Most undervalued on NASDAQ. No red flags - prove me wrong.
$HMR: Uber of Ships. 373% growth, zero debt - Cash nearly majority of mcap! CEO buying hard, Hormuz tailwind. Most undervalued on NASDAQ. No red flags - prove me wrong.
$HMR: Uber of Ships. 373% growth, zero debt + cash nearly majority of mcap! CEO buying hard, Hormuz tailwind. Most undervalued on NASDAQ. No red flags - prove me wrong.
$HMR: Uber of Ships. 373% growth, zero debt, CEO buying hard, Hormuz tailwind. Most undervalued on NASDAQ. No red flags - prove me wrong.
$HMR: Uber of Ships. 373% growth, zero debt, CEO buying hard, Hormuz tailwind. Most undervalued on NASDAQ. No red flags - prove me wrong.
My Oil/Shipping play that no one (but everyone) is talking about
I am a ex-prop trader trading US equities and these are the stocks on my watchlist (1/8).
2023-03-13 Wrinkle-brain Plays (Mathematically derived options plays)
Non-Boomer Portfolio Management for The Highly Regarded
Frontline Oil Tanker Merging with Euronav $FRO
HOW ARE WE GETTING OUR GOODS ? MAYBE IT'S TIME WE TALK ABOUT MARITIME TRANSPORT STOCKS!
Short term tanker stocks for Suez Canal blockage shipping disruptions (NAT)
Tanker gang (NAT and DHT) is back with the Suez Canal blockage
Suez Canal blockage, is the tanker gang back?
There is a massive ship blocking the Suez canal. What it means for shipping stocks.
I'm gonna fly the tanker🚀🚀 FRO FRO FRO to the moon
Mentions
Fear cost 3000%; FRO at least softened the tuition.
When the Iran war started (I think that was when) we were brainstorming on investments and i mentioned tankers and got positive responses. I meant to follow through but didn’t . Next time i looked, BWET was up over 3000 of percent. It’s up over 5,000-percent as of today. I hate myself. I was too scared to buy bwet at that point that but i did buy FRO late in the game but in time to make it worth it.
I'm up abt 170 % ytd on FRO not to mention it has paid me 30% in dividend this year alone based on my cost basis with 1 more dividend to go. Shipping rates are still high.
I expected tanker equities to take a breather after their insanely strong surge in September/early October, but the sell-off is now overblown imo. Most equities are down 15-20% in the past few trading days on fears of rates normalizing and worries that Trump will unsanction dark fleet tankers sanctioned for carrying Iranian (lol), Russian, and Venezuelan oil. But these equities haven't even properly absorbed the insanely high shipping rates of July-September, let alone the more recent surge from late September to mid-October. For q3, FRO is looking at ~25% FCF yield, ~24% dividend yeild, a forward pe of ~4, and p/NAV of ~1.1. DHT is looking even better with a ~30% FCF yield, ~29% dividend yield, forward pe of ~3.3, and p/NAV of ~0.8. For tanker companies, their biggest expense by far is their ships themselves. VLCCs typically cost about ~$250m brand new. The shipping rate from the ME to Asia and the Gulf of Mexico to Asia is currently about $80-90m. In other words, these companies are able to pay off their biggest expenses after just a few trips back and forth. Absolutely insane profits right now, even before the recent surge in rates
RKLB at $51 seems like a good longterm hold. Tanker equities are on sale, many down 10% from earlier this week (INSW, ECO, FRO, DHT). Q3 and Q4 earnings and the accompanying dividends are going to be mindbending in a few weeks time
Long Frontline PLC (FRO)
Do I long FRO and STNG, how long will war last
Every single tanker stock, but especially companies with lots of VLCCs (I'm holding FRO, ECO, TEN, DHT, INSW). They all estimated Q3 earnings would be lower than Q2 because they reported around June/July when the outlook was uncertain for tankers. Check out how BWET has done since then and you'll have an idea how insanely low their q3 forward guidance has been. The best part? Most of these are converting almost all of their EPS into dividends :) ECO has a dividend yield of 25% right now, it was more than 30% after q2 earnings. Other than that, many energy equities are also sitting on huge q3 gains that are being underestimated imo (CVE, SU, literally every refinery equity).
I picked up shares of FRO a few months ago, and the dividend payout was said to be on Sept 28th. I haven't seen it posted. Any idea about the delay?
BNO and USO for real oil. FRO, NAT for oil tankers
I’ve been looking for the specific link and can’t find it. Several years ago he (Tom Dyson) was doing a series of videos about how he liquidated all his assets and was traveling the country with his family in a car. He had put everything in gold and silver. A great move in and of itself, and would rotate into stocks once the Dow to Gold ratio hit a certain level. The stocks he mentioned were all tanker stocks and FRO was his top pick. Google Tom Dyson Dow to Gold ratio. Sorry , best I can do for now. Will post specific link if I can find it.
It's definitely a solid company, I'm holding it too and I expect more upside, but I've been unimpressed so far tbh. Pure tanker plays like FRO and ECO have been performing much better and have insanely high dividends and I'm a bit more bullish on SHIP in terms of pure drybulk plays too.
Tankers in general amd ECO and FRO in particular are currently on sale. Might drop a bit further from here, but this is a cooling off period after a huge run (ECO is still up ~28% in the last month). But the factors supporting tanker rates remain true, with no real end in sight (inefficiencies from so many closed chokepoints, countries desperate for oil shipments at any price, aging fleet, years before significant numbers of new ships are delivered, daily attacks on tanker fleet, etc)
I've been focusing on FCF. Done pretty well this year so far because of it, and many of the equities I'm holding remain quite undervalued so I expect more upside ahead. So many people are just straight up missing what's happening in the shipping industry in general, and tanker industry in particular. Companies like FRO and ECO are literally printing cash and returning it to shareholders, all while paying down debt. And they lowballed the hell out of q3 earnings, the blowout ERs are going to be glorious in a few months
They did a special one time dividend earlier this year. Their dividends are shipping profit based. Next dividend on Friday 9/18 is $3.41/share. I bought FRO and OXY when the war broke out. FRO has been far and away the winner for me thus far.
I bought FRO around $35 when they first closed the strait. It’s been a nice trajectory since.
Yes, I posted about this and almost no one responded. My conversation was about FRO. You’ll see in the comments that a very generous person showed me this.
$STNG, $TNK, $ECO, $FRO, $DHT might be time
I've been following and holding a little bit of FRO for years. nice dividend stock
I wish I found shipping earlier, but I went into tankers in mid June and it's been a huge fucking boon for my portfolio. Also bought some dry bulk shipping companies that have also done well, but FRO and ECO are my biggest holdings. Crazy how many people are sleeping on shipping during its biggest bull run ever
I never understood shorting at all, way too much risk. Usually if you can tell something is horribly overpriced, it's being manipulated on purpose by people with much deeper pockets than you. If you want to play options, buy calls on things you're bullish about, especially LEAPs. I tried options for the first time this year and bought calls on BNO and FRO and have made bank on both.
Yup. Thanks to another commenter, i’ve been DCAing BWET alongside FRO. Took a massive position on BWET to catch up, glad I did. Already time to start thinking about when the cycle will end. I wish people were more engaged in this discussion. Crazy me that no one is interested.
I wonder if the main concern is just how cyclical tanker rates are. FRO does look pretty cheap right now, but enrnings could look very different if rates come back down.
I've got strong bets on: * PBR (Brazilian consolidated oil major still off its 52 week highs with a pe of 6.5 and 7% dividend yield) * SU (undervalued IMO, makes big money on refining and sitting on a mountain of sulphur right now) * CVE (similar to above, undervalued Canadian major) * WCPRF (Canadian oil producer, insanely profitable at current oil prices) * OBE (same as above) * EQNR (Norwegian oil and natgas producer, one of the only refineries and natgas producers with fields/infrastructure in Europe itself will make bank this fall and winter) * TTE (French major with broad energy portfolio including oil, refining, natgas, solar, wind and more, still below its 52 week highs with solid dividends and low pe) * FRO (tanker stock making absurd amounts of money right now and delivering fat dividends, $2.61 per share payment goes out next week) * ECO (same as FRO, insanely profitable tanker distributing those profits to shareholders with a ***$5.25*** dividend delivered last month, has a 29% yield right now AND is up 150% over the past year) * FSLR (industrial level solar manufacturer with production in US, PE of ~13, no debt, high growth, held back by the shittiness of the solar industry as a whole)
There are 7,500-8,800 oil tankers in the world according to Google. So I’m just sure how much of an impact losing 3 will have. This is according to my google AI research so use caution. I am bullish because I think the Ukraine war will continue and winter is coming. Europe consumes more oil in the winter months. If they can’t get it piped in from Russia, they will have to have it shipped in. Also, Venezuela will increase shipping (I assume). And all that oil they ship will have to transported by ship. I also think the war in Iran will continue for some time… in the past, you needed a powerful navy to conduct a navel blockade. However, we have entered a new era where all you need is a few hundred people with access to drones. However, the market is cyclical and things can change quickly in this brave new world in which we find ourselves. FRO is greatly impacted by many things including global politics. As such, I bought call options expiring in November. If the price falls I’m only out the premium.
I went big into FRO a couple years ago. I liked their dividend and thought they would be good to invest in given how crazy geo politics have become. Didn’t think it would pay off this well. I sold about half so I’m playing with house money… that being said, thinking of buying more. I mean, we have to ship all the Venezuela oil somehow
Yes my understanding is that tanker rates go up with uncertainty (Wars). It seems like it moreso reacts positively to any news that pertains to conflicts continuing. And my thesis I'm implying is: Do any of us really believe that geopolitics are going to calm down any time soon? If not, I would think FRO is a great bet... But maybe i'm missing something
BWET is the ETF that tracks tanker charter rate futures. It's up 2,176% YTD and 3,275% yoy. Needless to say, tanker companies are making INSANE amounts of money right now due to a variety of factors including several unrelated to the war. I've laid out some of them in recent comments if you're curious. Obviously tanker stocks have run up like crazy so far this year, but I think they've got room to run still. If nothing else, you could always buy some FRO and collect the coming dividend which will likely go ex in about 2 weeks
Tanker companies continue delivering absolutely insane earnings reports. Today FRO reported its best quarter ever, with adjusted EPS of $2.61 up 1,573% yoy. They also announced a quarterly dividend of $2.61 per share, nearly the same as their entire ttm dividend ($3.13), putting their dividend yield well into the double digits. Q3 expected to be highly profitable as well
Just buy FRO. Buy some puts, collect the dividends and then after div x profit from the puts when everyone sells.
BWET is tied to tanker rates. While I dont see them going down anytime soon (far from it, I expect them to remain elevated for some time) I don't expect them to continue rising forever. While I dont expect BWET to collapse, I also think there's far more downside risk than upside potential at the current price. As for individual tanker stocks, its hard to go wrong. I'm currently holding ECO, FRO, TEN, NAT, and DHT. They each have their own nuances (some are solely focused on VLCCs, some have exposure to smaller ships and/or product tankers, some have fully modernized fleets, others less so, etc). If I had to pick one though, it would probably be ECO. They're directly involved in the Southern Oman shipping lane shadow transits, which is earning them gobs of cash right now which they're returning to shareholders
I've been buying and selling calls YTD. March was pretty nice but literally put all profit into FRO calls and cucked myself to death. 7/31 calls I bought about a month ago around .20
The Strait of Hormuz is the tightest chokepoint in global energy — roughly 20% of world oil supply and a third of all LNG passes through it. Historically, actual closures haven't held for long because Iran's own oil exports depend on the same passage, but even a credible threat reprices risk premiums fast. The 2019 tanker incidents sent Brent up 4-5% intraday before fading within a week once the posturing became clearer. The market sectors to watch: integrated majors (XOM, CVX) and tanker operators (STNG, FRO) get a bid immediately. Refiners are mixed — higher crude input costs squeeze margins unless they can pass through. Defense names get a look too. The broader index reaction depends on how bond yields move; oil shocks that bleed into CPI expectations can reprice rate cut timelines and that hits multiples across the board harder than the direct energy exposure. The key question is duration intent vs. tactical posture. Iran has issued Hormuz closure threats roughly a dozen times since 2008 without following through on a sustained basis, largely because it would be self-defeating economically. That pattern suggests knee-jerk energy spike trades have a poor risk/reward on longer holds. The more durable play, if this escalates, is probably defense primes and domestic US E&P names that benefit from a structural shift away from Middle East supply.
BOAT ETF or their top holdings is where I'd look if I wanted to a way to trade this thesis (I really have not looked into this though). There's also SEA, but that covers air cargo as well. BDRY and BWET are based around futures contracts. I think OP's thesis is shit (no offense OP), but I'm kind of failing to see how shipping and logistics problems are bullish.. Like I say haven't looked into it, but shipping is undeniably essential to the world economy. Spitballing, but if you could argue they are beaten down or the cargoes will command premiums I could see a play there. On the other-hand you have risk of physical assets, because of the war as well. IDK I've only spent like 30 minutes looking into this, but if you are looking for tickers I'd recommend looking through BOAT or SEA top holdings or just buying the ETFS. FRO, top holding in BOAT, looks solid enough with a glance at their stats if OP's thesis sparked something in you. Obviously not finical advice, do your own DD, and I think this could go either way.. but I'm actually considering opening a place holder position in FRO or BOAT honestly. Added to watch-lists at least.
If you believe in prolonged oil shortage tanker rates are going to stay at these high levels. ECO and FRO are printing money now.
Damn, I should've bought more FRO
Why not FRO/DHT?
I’m curious about your reasons for not investing in oil shipping ones like FRO and DHT. Do you see them as overvalued? Given the foreseeable significant profit spikes in Q2 and Q3, I’d be interested in your perspective.
CF (CF Industries) COP (ConocoPhillips) DHT (DHT Holdings) FRO (Frontline Plc) GLNG (Golar LNG Ltd) INSW (International Seaways) LNG (Cheniere Energy) OXY (Occidental Petroleum) TNK (Teekay Tankers) VET (Vermilion Energy)
Daily reminder that regardless of what happens in this war now, tankers are about to fucking moon because of the supply shock hitting ports over the next 10 days $NAT $FRO 🚢🚢🚢
My play today is oil tankers: $FRO. But $BWET has been off the charts.
Baltic dirty tanker index up 14% today. Buy fucking $NAT and $FRO while you can retards 🚢🚢🚢
FRO April 17th $39 Calls are going to absolutely print for me. It is written
I want you retards to make money with me. It's tanker time. They lag these events by a month+ historically then go parabolic. NAT. FRO. Get in on it fucking now
I had RIO also on the list. Along with FANG, NTR, FRO, DHT. I could probably risk it and still try but I'm more mad I pinpointed a few good ones and held back when I should have trusted my gut
Note to be mindful of friends and this Reddit trend full of regards. Another one crashed from onset was FRO
I know what contango is (for those that don't, if the commodity price doesn't move the 2x leverage constant roll over cost eats the fund alive). It's 1000$ on a single contract that represents 3% of my portfolio. It is indeed a lottery ticket. I've been trading options since just around post 2008. This ain't my first rodeo with contango. I actually own puts on GLL (double short gold) yes that means I'm long gold and I'm shorting the short........and even though gold is chopping sideways, my puts are printing thanks to contango just as I intended) Now onto the India idea. Indian ships seemingly have successfully negotiated transit, they are the only ones. I love second order effects though. What else ya got? I see frontline FRO and skorpio STNG are getting their shit pushed in. I wonder if there's a way to play the rebound when this all sorts itself out? 🤔
So calls on DHT and FRO.
Calls on DHT and FRO. Got it
Whats with all the FRO calls today?
Yeah but it's not helping my HAL, VG, or FRO calls still deep in the red
I agree with everything you're saying but like why are oil services down? I had some HAL calls I bought a couple weeks ago and I loaded up on SLB and FRO calls Monday but like why are they staying flat/going down? Shouldn't services correlate with crude price? My calls feel fukd but I'm regarded so I bought a ton more thinking I'm smarter than everyone else (which happens a lot but I never prove fruitful).
You also. If it makes you feel any better after the spike in oil today my HAL and FRO calls are still flat lmao
$FRO and $LYG Trust me
and yet, while are all the shipping stocks down? not just DHT, but STNG, EURN, FRO etc.
Kinda over with Trump backing the war insurance premiums for the boats through the Strait and offering navel escorts. This is why BWET, DHT, FRO, and ECO all crashed this week.
I have calls for: FRO DHT NAT TNK GLNG
🥭 escorts keeping my FRO calls down
So my HAL and FRO calls aren't cooked?!
FRO ran up almost 10% Monday and then dumped hard, but it's still up 25% for the 30 days even if it's flat for the last 7 since giving back all the gains of Monday. Shipping is already a volatile and cyclical business and the situation here lends itself to violent swings - all it takes is a tweet or a mis-managed presser to gain or lose 10% in a few minutes and then violently correct back. Currently I don't have a position, but I'm watching it for sudden movements that will correct back in a few hours.
Tankers are an interesting angle that most people overlook in these situations. Freight rates tend to lag the headline oil moves but hold up longer. What are you holding, STNG/FRO type names or something more niche?
Shippers being intentionally held down. Everyone keep your eyes on DHT, STNG, FRO
OBX index +2.4%, in the first 30 minutes of trading due to being almost 30% oil producers and the home of FRO.
SLV red lol. Just went green FRO +20% omg
Omg my FRO and XLE calls..
EQNR, FRO, DOFG, VAR and HAFNI. Also in chemical tankers through SNI which I bought recently just cause it tanked (no pun intended). Other than that I’m playing Bull Oil 15x leveraged 😎
Idk I just started looking at them Thursday I totally forgot about them. FRO, STNG, DHT there's a couple others.
What other stocks like FRO you like?
My mom's so sweet she texted me and was like 'All this crazy stuff going on don't forget to protect your investments sweetie'. My positions XLE calls FRO calls GLD calls SLV calls KTOS calls LMT calls.
Wish I bought more than 70 FRO calls. At least my 400k in GLD leaps should do well lol
What you got? I got xle, gld, slv, ktos, Lmt, FRO.
A hidden sector i have been making greenbacks on. Shipping. Oil and Lng Tankers. the shipping rates have skyrocketed. the shippers are making new highs off the rate increases. and there is not much competition in this sector. my main boys are FRO , DHT , NAT , CMBT. tell me your favorites
Like it. I’m already up 700% on my DHT calls. Sold my FRO for 400%. Still holding DHT. Bought when price was 16, for the 19 calls. So just went in the money and have 4 weeks til expiration. Gas and chemical tankers are next to go. Buying 300 of these tomorrow
$DHT or $FRO are better tanker companies.
Personally I dumped all my tech at its high yesterday afternoon before NVDA earnings and immediately moved it into calls on XLE, OXY, and tankers like FRO. Sure enough tech dumped and when the big boys de-risk they move into stuff like energy
A bit late to chase shipping names, maybe best to position for Iran conflict resolution. Looking at FRO with earnings around the corner, vol crush play maybe?
Since this is your 2nd comment to push make claim, you are free to make a post and call out any BS. Looking forward to your research.Also while you are at it look at what market is saying about other tanker stocks like FRO. The thesis is sector specific. In my view INSW is better setup.
Still holding my calls on XLE and Northrop Grumman, got a bit on shipping companies as well (FRO, DHT, NAT). Otherwise probably just gonna keep watching folks in here burn money on bullshit.
Not seeing it mentioned here yet but shipping a big deal as the straight of Hormuz gets shut down shipping cost rise which is boone to the industry. $boat or $BWET as ETFs Nat, FRO, DHT as stock plays
$ECO for long term holding. $FRO for options. $TEN has potential, but they sold all their VLCC'S.
I was considering FRO about a month ago and am so sad I didn't go for it
Anything that deal with hard assets like Energy, Utilities, Consumer staples, Dividend stocks, industrials, Materials, Commodities. For example look at these tickers: LPG,SHIP,FRO
Don’t look at the news, they’re hiding where the money is actually going. It’s called the “HALO” trade. look at these tickers: LPG, FRO, SHIP YTD
$FRO, $DHT, and $SUN new 52 wk high. Imagine being bullish on AI and not owning any energy stocks?
There is another reason to be bullish on tankers, particularly VLCC’s. One company, Sinokor, has been buying up as many VLCC tankers as they can. They are approaching a critical mass where soon they will be able to single-handedly cause a ‘Hunt bros’-like surge in VLCC rates. Any company with VLCC exposure will stand to benefit tremendously (ECO, FRO, NMM, TEN, TNK).
Interesting. It may be worth looking at FRO as well.
There will be no deal. They are stalling for time. It’s so fucking obvious. There will be a war within the next 2-4 weeks. Long FRO / OXY / XOM / RTX / LMT
FRO For when the Strait of Hormuz gets spicy
cuba about to collapse. $FRO $USO $VLO
**Key Metrics (Shipping/Tankers)** | Metric | LPG | STNG | EURN | INSW | FRO | |:--|:--|:--|:--|:--|:--| | Market Cap | $1.2B | $2.8B | $3.3B | $2.7B | $5.6B | | ROE | 4.6% | 9.6% | **37.9%** | 11.5% | 9.3% | | ROA | 2.8% | 7.1% | **25.1%** | 7.8% | 3.8% | | EV/EBITDA | 10.4x | 6.7x | **4.7x** | 7.4x | 10.7x | | Net Debt/EBITDA | 2.7x | 0.6x | **0.6x** | 0.9x | 3.8x | LPG (Dorian LPG) vs shipping peers: - **Weakest returns:** 4.6% ROE vs peer avg 14.6% - **Expensive:** 10.4x EV/EBITDA vs EURN at 4.7x and STNG at 6.7x - **Higher leverage:** 2.7x Net Debt/EBITDA vs STNG/EURN at 0.6x CEO buying is a signal, but fundamentals lag peers. EURN (Euronav) offers 37.9% ROE at 4.7x EV/EBITDA with minimal debt. That's a better risk/reward unless you have specific insight on LPG rates improving.
LUNR, SATL, FRO, SLS (Updates on trials), NB.