Reddit Posts
STNG President selling = I am selling, 21k gain on STNG leaps
STNG - Part 2 of my 4 part Red Sea Shipping Series
UPDATE 50k -> 70k YOLO shipping calls ZIM STNG TNK TNP
60k shipping YOLO, STNG TNK TNP ZIM inside
30k STNG calls Yolo, holding until shipping crisis crescendos
MAERSK is stopping Red Sea shipping. Calls on shipping companies ?
All in on highly illiquid 30-120% OTM calls on a shipping company $STNG
Chinese/HK stock that is traded in NASDAQ
2023-04-20 Wrinkle Brain Plays - In the style of Dwight Schrute
The rally might not be over for surging oil shipping stocks - Barron's (NYSE:STNG)
All eyes on STNG right now! Don’t sleep on this one.
2022-11-03 Wrinkle-brain Plays (Mathematically derived options plays)
Environmental regulations in the shipping industry have created a new competitive advantage: using higher (worse) sulfur content.
Inflation: What to Expect and How to Defend Yourself $TBT , $UVXY
Inflation: What to Expect and How to Defend Yourself
Michael Burry 13-F Breakdown: STNG (An Undervalued Opportunity in a Cyclical Industry That’s Overcorrecting Supply)
How to hedge against inflation Michael Burry style. Part 2.
Anyone else looking into STNG.V?
All this Steel Gang and $CLF is triggering my Tanker Gang PTSD
$STNG - Stinger Diamond Mining Company 💎💎🔥 check out their website for updates.
$STNG check it out. Diamond mining company in Canada. Low cap at 10.58m
Scorpio Tankers (STNG) is benefiting hugely from Suez Canal blockage. Tanker Rates will skyrocket in the interim from a supply side due to shortages of tankers due to hold up in canal and effective longer trips and simultaneously the demand side is benefiting from reopening trade around the world.
There is a massive ship blocking the Suez canal. What it means for shipping stocks.
Gamestop, What is the true valuation?
Scorpio Tankers ($STNG) The Tanker Gang Is Back But Actually Making Money This Time
Mentions
We have a bottom in STNG - easy entry.
During Covid I was very bullish oil tankers. The thesis made perfect sense. No one using oil so it sits on tankers and they would make a fortune. Bought a basket of tankers, with my largest holding being STNG (Scorpio tankers). Sat on them for a while but it just never played out like I thought. Made a little bit on them and then got out. Of course about a year later STNG ran up to around $90/share.
I'm positioned in Copper via SCCO, energy via TTE and STNG and Crane for manufacturing/industrial. We will see if your predictions come true. For gold I just own a gold ETF.
TNK, STNG. Shipping companies and those costs will be going up
DHT,TK,INSW,STNG and other oil tanker stocks
DHT,TK,INSW,STNG and other oil tanker stocks
It would be a great surprise to even this administration if Iran even says the words “Hormuz”. I do have $STNG 42.5 calls ready to go if they ever mention it at all.
Too late for tanker stonk puts? FRO, STNG, etc.
Yea but I made a lot that one time in 2021 with STNG… and lost way more later but still
My goddamn oil tanker company STNG has a profit margin of 20%, lowering its debt and is down to a PE of 2.84... good thing I don't need to cash, jesus.
They have said they are not building erotic AI companions. They used to make sex dolls before the robotics and AI was introduced. To ensure they get funding they eliminated the fully functional sexual aspects. This is not going to be a female version of Data from STNG.
Most tankers like TEN and TNK are still above their lows. Some of the more highly traded tickers like STNG broke those levels last week as they sold off.
Everyone’s always asking about dilution! Yes, if all warrants are exercised, MGOL shareholders’ ownership drops slightly from 5.66% to 5.09%. But even after full dilution, MGOL still looks undervalued. 🔹 How I Value Heidmar: • I looked at publicly traded shipping companies like DHT, STNG, FRO, and TK, which trade at 4x-8x EV/EBITDA multiples. • If Heidmar’s EBITDA is around $50M-$60M, a fair valuation using these comps would be $400M-$500M+. 🔹 How That Affects MGOL’s Value: • At a $400M Heidmar valuation, MGOL’s 5.09% stake would be worth $20.36M, implying a ~$0.73 fair price per share pre-merger. • Even at just $300M, MGOL should be ~$0.55 per share—still higher than today’s price. • At $500M, MGOL could be worth ~$0.91 per share. So while dilution slightly reduces MGOL’s stake, the market is still underpricing it. The argument that MGOL is now “stuck” at $0.18-$0.33 ignores the fact that it’s still trading well below its proportional value in Heidmar. Some shorts might be using the dilution argument as a scare tactic, but the math still favors MGOL holders. 🚀
> with a conservative valuation of $300 million Lol. Says who? > it is sitting at a Price/Earnings (P/E) ratio of 15, approximately 75% lower than the average publicly listed company in America That's about 5x the average PE of most shipping companies though. STNG currently at 3.5 PE.
Last week there was some heavy activity in the tanker sector. STNG DHT - if Canada goes to cut off US then the tankers are gonna be insanely busy rerouting oil
There was some overnight action happening in the tanker space. STNG and DHT. I’m not smart enough of understand what’s happening but with all the tariffs and trade wars there might be some opportunities there
Exited my STNG put position with 60% profit.
STNG finishes above the 8-day EMA yesterday and immediately plunges this morning. Puts expiring January 17th at $47.5 strike sound just right to ride this falling knife.
I went into WMT and am planning to have puts on CCI/STNG instead.
STNG, TEN, TNK, ASC, DLNG You'll need to track their price movement and find the best levels of resistance.
Anyone follow STNG? Came across them on my screener. Seems really cheap and possibly a good entry
Buying into shipping companies with VLCCs is the play I think. I'm lookin at NMM and STNG.
Given how good the setup for tankers looks over the next 5-10 years, I might get back onboard with TEN or STNG in October.
My TSLA puts are printing.\ My CLOV puts are printing.\ I'll lose a bit on NVDA stock, offset by the calls I sold.\ The only bad news is that my VSCO puts are fucked, but they were cheap.\ Sorry for the folks heavy on NVDA calls, but a decent week for me. Now I just need STNG to man the fuck up.
Calls on Scorpion Tankers $STNG
We've had a major run-up in shipping costs and profits, in part due to concerns about geopolitical risk. I haven't been in this stock, but did pretty well on STNG from Q3 23 to Q2 24 for similar reasons. The problem with shippers is similar to the problem with domestic freight companies. Once prices get high enough, companies start adding capacity, which tanks freight prices. The only moat for ocean freight providers is capital/shipbuilding capacity so I'd expect the profits to decline over time. Not saying you shouldn't add this one, but I would not expect future returns to match what we've seen now unless we have a major increase in that geopolitical risk.
$STNG has printed cash for me over the last year and a half. Oil tanking company
Do you mean STNG (Scorpio Tankers) by SCOR?
Think I might start looking at building position in shipping. STNG ASC ZIM.
Anybody playing FOUR or STNG?
Gonna go long on tankers. EURN and STNG.
BYD (riskier), ATKR, STNG ( been extremely solid for me)
My first stock $STNG bought it around $8 and sold a few months ago at $60. Just luck. Now i'm a lot in uranium stocks and here and there some penny's like $SLS, $ICU,... But penny's are wild rides they move quicker and you need you be more alert.
The STNG dd was so regarded I had to take a position
Tbc this isnt a 6 month play Look at last time Bugbee bought calls Jan 4 2023, there was a significant high put in 6 weeks later and then STNG kinda flopped around and went down. I wasnt rly tracking at that time and Bugbee doesnt announce his sells and i dont even think he files them (i went thru every sec filing for last 3 years and cannot find his option sells) I think it is pretty obvious whenever he does this he obliterates long term shareholder value to pump his calls and then he gtfo coz he’s obliterated long term shareholder value Ppl think he loses money coz they think he bagholds until they expire worthless after he obliterates shareholder value by doing buybacks at a top to make a big move up, why on earth would he hold when he knows hes doing this
He has been opening call options on STNG for a very long time. He sucks at insider trading if he has inside info.
I just did some digging around for STNG and might open up some 7/19 70c
This guy earliet was going on about the $STNG CEO buying any shares he can and not giving a fuck about insider trading
Lmao right?!? When I saw the ticker STNG, I was like no fuckin way . Throwback to the covid days
Just checked bullflow and looks like there have indeed been a lot of calls in the unusual flow for STNG in the last 2 weeks. With most of the calls expiring 6months+
Holy muff… shipping tickers ZIM STNG TRMD ASC are all down 5% at the same time. Who is the captain now??
Bro this reminds me of 3 years ago when everyone was buying NAT and STNG. These stocks are dogshit. In and out, make your money but bounce quick if you’re in these shitty shipping stocks
it pains me to sell STNG I was pretty bulled up on this and thought it was gonna hit 100 tbh but i'll be damned if I hold while the president is dumping nonstop
Thanks for the update was thinking of getting back in. Baltic clean index is up and price action on STNG looks good but follow the money. Bugbee has been known to say and do stupid shit.
Brilliant fucking post no sarcasm. Been buying, selling STNG calls for a while now, see you’re in them too, ZIM as well. Check out IMPP (crude and clean) for a Greek shipping shitco swing trade, ceo and his mom have been accumulating shares and the stock is mooning. Story is on twitter. If you want big special dividends try INSW they’re crude and clean.
Go 100% into shipping companies. 80% STNG!
FRO is a quality company. Their fleet is second probably only to STNG. Zoom way out in the chart, like 20 yr. A little higher and it goes a lot higher imo. Dude this operation Prosperity Guardian is a joke! Have you been following the clown show? We are still early innings on this. I got trolls saying why didn't post earlier. You had it posted last week!
STNG, trading below book value rn and they have bought 27% of shares outstanding in last 12 months Their shipping category was alrdy at 90%+ utilization before the mess in the red sea This thing doubles in 6 months without red sea blockade, with the shipping crisis it goes 4X and the way to play this is with calls
I remember buying STNG at 11 and it’s at 55 now tanker gang worked out it just took longer than our collective 4 second hold time This shipping catalyst is fucking huge tho
I’ve been looking into STNG calls as well. Definitely caught my attention on Friday with the Maersk news. Do you think there’s any chance Maersk and other shipping companies walk back their decisions within the next week or so - assuming US & allies start applying pressure on Yemen or work out some sort of agreement? Also 50% by next month seems a little far fetched but if you’re just speculating and looking to sell before expiry then I guess it’s a good play. I might pick up some $65 calls for jan 5 myself. Best of luck though fella
STNG and then I made a little profit after bag holding for over a year that shit keep on mooning after I sold :gretta:
Anyone watching tankers the past few days? INSW, STNG? Am I all alone?
https://preview.redd.it/8l9976b499eb1.jpeg?width=1170&format=pjpg&auto=webp&s=c58ca93e9dc6145b7dab0bf12c08ffdc451f5d8d Went all in on highly illiquid 30-120% OTM call options of a shipping company $STNG Wish me luck with the earnings upcoming on 08/02/2023.
Consider GSL. Would look into STNG
Yea, I am finding opportunities now. Just bought RIGL on the way up this morning. Check out Scorpio Tankers STNG, it's worth twice it's price.
I used to be STNG gang, bough at 18, and kept averaging down until that shit hit 7-8. I saw my port red for over a year now to the point that once it 20, I sold. I kicked myself in the ass when I saw the price a few weeks ago. I’m going all in on boil tomorrow morning.
none of you fuckers called STNG.
why did STNG run 6x the past year? And why did no one on here call it?
4 stocks. 2 oil (50%) EC, PBRA 1 oil tanker (20%) STNG 1 foreclosure (30%)
I paper handed Apple. Still made some money. But I diamond handed Gold (its fucking Gold, a recession isn't going to kill off a raw material) and diamond handed Scorpion Tankers. STNG took a while, but it was one of my all time best trades.
We all should have listened to Tanker gang, just look at STNG, TNK, TRMD, where they are now compared to the original DD back in May 2020
TANKER GANG STNG is up like 500% and I don't know why 😂
You mean the share repurchase? [https://options.hardyrekshin.com/#STNG](https://options.hardyrekshin.com/#STNG) Stand aside for now.
Hey Hardy ! What do you think about "STNG" from the weekend news ?
Long only stocks. Currently 40% STNG, 30% POYYF, 30% mix of other tankers, e&p, uranium.
Put it all on April STNG 65c.
i was supposed to have known to put everything into STNG a year ago and just hold it… while it 5x-ed and everything else went down?
Its all about the rotation... **The Best-Performing Stocks Of 2022 Shrugged Off Global Market Weakness** The S&P 500 is down 14.4% year to date through Nov. 30, its worst year since 2008. But as Jim Cramer, Mad Money host, and co-founder of TheStreet.com, says, “There is always a bull market somewhere. You just have to find it.” Indeed, a handful of top-performing stocks have bucked the bearish trend. Top performers include several oil and gas stocks benefiting from surging energy prices and tanker stocks that help store and transport petroleum products. • Sigma Lithium Corp. (SGML) - Rising lithium prices have pushed Sigma shares **up 229.5%** year to date. • Consol Energy Inc. (CEIX) - Consol Energy produces coal in the Appalachian Basin. Like other coal stocks, Consol has benefited from soaring energy prices in 2022. Consol shares are **up 252%** year to date. • Torm PLC (TRMD) - Torm is a U.K.-based refined oil shipping company. Surging shipping rates have sent Torm shares **higher by 281%** in 2022. • Scorpio Tankers Inc. (STNG) - Scorpio Tankers operates a fleet of ocean tankers that transports refined petroleum products worldwide. Scorpio shares are **up 303.6%** year to date. • Target Hospitality Corp. (TH) - Target Hospitality is a somewhat unconventional play on the 2022 oil and gas boom. The company provides workforce lodging and other temporary housing used for oil and gas drilling, and mining. Target Hospitality stock is now **up 306.2%** overall in 2022.
Refined product prices are falling but the rates for the tankers that move them continue to rise…….. ASC, INSW, IMPP, STNG
Anyone in on tanker calls? STNG, SHIP, etc?
Still deep in tankers wondering why anyone would do anything else. STNG up 256%. Torm up 238%. It's to the point where you almost cannot miss but for some reason people still managed to buy shit like Tops.
I remember that he sold STNG a while back. I bought in based on his old portfolio and have made triple digit gains in it this year. Needless to say, I'm happy to see he's buying stocks again.
UGH, the only stock charts that cause me physical pain are TRQ and STNG. i knew those two were gonna do well last year but got caught up in shorting tech and trading options. Painful seeing shares 5x because it makes options totally not worth the r/r and stress and demolishes the max returns of +99% from shorting. fuk i'm stupid, got too caught up in the quick gains.
STNG crazy volume $9 incoming, if more than that parabolic time
STNG to $9 if $6 breaks after halt
Robert Bugbee President of STNG is a true gambler , bought leap call options which expired worthless in Jan 2021 and 2022 worthless , bought more this year and made it all back
# Tickers of Interest - TL;DR **Gamma Max Cross** * [AMGN](https://options.hardyrekshin.com/#AMGN) 12/16 265P for $6.45 or less * [PSX](https://options.hardyrekshin.com/#PSX) 12/16 100P for $3.60 or less * [STNG](https://options.hardyrekshin.com/#STNG) 12/16 49P for $2.85 or less * [DD](https://options.hardyrekshin.com/#DD) 12/16 60P for $1.95 or less * [FLR](https://options.hardyrekshin.com/#FLR) 12/16 27.5P for $0.90 or less **Delta Neutral Cross** * [MS](https://options.hardyrekshin.com/#MS) 12/16 82.5P for $2.25 or less * [NU](https://options.hardyrekshin.com/#NU) 12/16 4.5P for $0.25 or less * [XLP](https://options.hardyrekshin.com/#NEE) 12/16 71P for $1.30 or less * [TGT](https://options.hardyrekshin.com/#TGT) 12/16 155P for $5.95 or less * [HD](https://options.hardyrekshin.com/#HD) 12/16 285P for $8.75 or less # Trading Thesis - Why These Crayons Taste Better Technical analysis and indicator based trading tend to use past price performance in order to predict important price levels today. This analysis is based on the current option open interest. With that option open interest, it calculates portfolio-level greeks--notably Delta and Gamma. More importantly, once the portfolio level greeks are established, I can now simulate the change in greeks at different price points. From there, I can find the price levels where portfolio-level gamma is the highest, and the portfolio-level delta is close to 0. For some tickers, the underlying price reacts strongly off of delta neutral, gamma max, and sometimes both. It's the reaction off of these price levels in the past that is being used to drive trading signals. The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV. # Notes - Something to give you a new wrinkle * If the price has moved past the entry price, exercise caution. Something changed between the time these plays were generated and market open. * Look to sell half your position on a double, and freeroll the rest to exit at your discretion. * I tend to risk up to 1% of my total capital on any trades I take. If my conviction is lower, I'll only allocate 0.5% or even 0.25% of my capital to the trade, and dollar cost average in. * The trades were calculated before market open, and so are based on information up to yesterday. Keep that in mind when deciding to enter well after the fact. # FAQ - Because others have already asked. * These plays are mostly puts. Are you a gay bear? * No. It so happens that the companies have had some recent run-up which implies they are overextended. These trades are primarily some form of mean-reversion either toward or away from an important price level. * Are you entering all these plays? * No. There have been a dearth of plays in the WSB morning talks, and so I opened up my bag of tools slightly wider to point out more plays with a probable edge to help lead apes to more gain porn. Go through this curated list of plays, pick the ones you like based on whatever additional analysis you use, and get that gain porn. * You mentioned a new play on the same ticker in the past. What does that mean? * The new play should replace the old play. The old play is likely now invalid and if you haven't entered in, don't chase the price. Remember that a new day's worth of data has been produced and the newer play reflects that data, the older play does not. * Where are the crayons? I only see words. * Click the links above. * Have you back-tested this? * Yes. Results show a moderate Sharpe Ratio (1.7), with an expected win rate of 63% of trades (7% margin of error) * What is the historical performance? * The realized Sharpe Ratio is 1.85 with a 67% win rate. Based on the trade performance so far, there is a 95% chance the expected win rate will be between 49% and 72%. (Stats as of 2022-10-28)
I'm thinking INSW, UNM, STNG, MPC, CRK calls for earnings over the next week. Got destroyed on my WOLF calls today... Set my limit price at the current asking price because and was happy with a 25% gains and got caught up in work. They never sold and when I finally remembered to check, WOLF was down 25% and dropping. Nearly had a heart attack over $2,000. HES and HP calls made up for it but still. Today started as such a good day. Is there any point in holding on to those 16 Dec 22 Strike 100 calls after the market opens tomorrow?
Early options included Disney and STNG. Focused on Ford because of historical price in last year and earnings report coming out on 27th. Cheap enough to buy multiple contracts for calls.
I have no idea whats supposed to happen next: STNG $47 Call 10/21. Good till cancelled. Limit Price $1.30. Limit Buy.
FLNG, STNG, FRO. Adjacent would be LNG