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TNK - 2 p/e crude oil tanker DD, Part 1 of 4 of my Red Sea Shipping Series
UPDATE 50k -> 70k YOLO shipping calls ZIM STNG TNK TNP
60k shipping YOLO, STNG TNK TNP ZIM inside
BP said on Sunday it plans to abandon its 19.75% stake in oil giant Rosneft (ROSN.MM) in the wake of Russia's invasion of Ukraine.
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The evidence is the list you published. DRD, GFI, TNK, ESEA, GSL is one year of gold and ships. A slice of the market ran, and the names you showed are that slice. The medical 200% name you already took off the screen. The better test is all 2025 buys versus an equal-weight gold-plus-shipping basket. If that spread is still there, I am wrong.
You didn't beat a screen. You beat a year when gold miners and tanker names ran. DRD, GFI, TNK, ESEA, GSL is a factor tape, not proof that P/E under 20 and ROE over 15 works. Show the whole book versus an equal-weight gold-plus-shipping basket, and put the medical name back in.
don't look at the TNK chart haha canada sucks!!
Ralph Lauren Corp- RL up 242% over 5 years. Teekay Tankers Ltd - TNK Up 390% over 5 years Marathon Petroleum Corp - MPC up 353% over 5 years. And lastly this one took me by surprise. Sharkninja Inc - SN - up.....463% over 5 years.
What shipping companies are you invested in. I'm in TNK and GSL.
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)
TNK has better fundementals, no debt, lower PE, more income. Not done great past couple of days but I think k it's a pretty solid long even after this all goes away.... twill see.
TNK for geopolitics torque vs. RBNE's lag
I have calls for: FRO DHT NAT TNK GLNG
$STNG mainly, but also looking into $TNK and a couple others.
$TNK TeeKay tankers They run ships smaller than the Panamax tankers - so they have more options where to sail and can help keep the spice flowing
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).
I’ve said it before and I will say it again: Epstein files released>military action in Venezuela to distract>disruption in oil production & shipping>oil shipping day rates spike. Cheap calls on NAT, FRO, & TNK.
SB - I'm not sure I'd want to be into shipping right now. I used to trade this and TNK/TNP/TEN. It is probably 6 months too soon to even think about them. Slowing demand and tariffs are a drag on the industry. Unless there is a catalyst (war, higher oil prices, etc) I would expect this to trade down or flat for a while.
TNK, STNG. Shipping companies and those costs will be going up
If you didn't buy Lockheed, Raytheon, Halliburton, XOM and,TNK today, you don't like money
Switched part of my port from AI mode to war mode..bought LMT, TNK, XOM..sold TQQQ We'll see if it works or if I'm just chasin
Considering adding TNK to my war stocks. They transport oil and stand to make good money off this shit
Tankers. NMM, INSW, TEN, TNK
Best Buy is actually going bankrupt Not some doom and gloom off the recent events They are shrinking store size, focusing on a few products, eliminating tech support, reducing inventory, laying off staff It’s Sears Just short it endlessly I said this for BIG (Big Lots) and WBA (Walgreens) No I’m not rich off it since it’s a long slow bleed and I’m an impulsive dipshit But it will happen along with TNK collapsing
Russian Sanctions on Oil lift DD: Look at TNK before 2022 The end Go long puts and make a fortune 🍻
Interesting analysis! The potential for increased tanker demand due to trade route changes and geopolitical shifts makes TNK a compelling play. Your position at 1600 shares seems well-timed given the current market dynamics.
Higher tanker rates benefit everyone but FRO exclusively has VLCC which is the largest carrier type and best for long range voyages. TNK’s largest ship is a Suezmax. VLCC is the cheapest per barrel to transport.
While some of you walk on hallowed grounds, we sail on hollowed yachts. TNK to the 🌝🚀
Yes they are already working on contacting Canada for joint military deals (like a new submarine development venture). They’ll be able to pick up a lot of energy and resources from Canada. I was eyeing Canadian oil and transport. I think TNK is oil tankers (Canadian based). But I’m really like eurozone
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.
Anyone seeing TNK(teekay tankers) is heavily oversold and there have been multiple large orders the past week(for buys), calls or don't touch it with a 10 ft pole(would be hot but trumps tariffs
STNG, TEN, TNK, ASC, DLNG You'll need to track their price movement and find the best levels of resistance.
For the foreseeable future, tankers - particularly the independents that have spare DWT (deadweight tonnage) to exploit elevated spot prices - are the best midstream option for CAGR gains throughout 2024. [All freight rates are spiking due to a confluence of problems backing up lane traffic](https://cms.zerohedge.com/s3/files/inline-images/Snag_11856e33.png?itok=dgIUNafT), which is producing high TCE (time character equivalent i.e. daily revenue per ship) for all vessels. Two things to note: * Make sure they have sufficient LNG carriers in operation to take advantage. Construction of LNG carriers was halted during Covid and many of those vessels are just being completed in 2024 and 2025. You'll see moderate bumps this year, but the real party starts in 2025-2026 IMO. * Pure-play foreigner companies like Seapeak Maritime and Gaslog are *very sensitive* to both relative location of clients and FX rates. We're seeing the former with how the Red Sea blockade has rerouted Qatari LNG routes to India and SE Asia while forcing the E.U. to depend on the U.S. exclusively. For the latter reason, I'd recommend staying away from Mitsui O.S.K. and Nippon Yusen Kabushiki Kaisha. Despite their enormous LNG fleets, they're getting ass-blasted by the depreciation of the yen even though Japan's utilities are slowly accruing gas surpluses for resale to China and SE Asia. The India/SE Asia angle is opaque and has poor representation in NYSE unless you want to use the Nikkei or ASX. The only shipper I'm aware of is Singapore's BW LPG Limited (BWLP). The U.S./E.U. trade has DLNG, TNK, and TEN; GLOP was taken private in 2022. I have reservations about DLNG due to how two vessels are chartered out to Yamal LNG and the potential for its majority stakeholder to take it private.
>I guess because shipping is very niche? No, most likely because it's already priced in. Or, if not, then the math doesn't work out in the shippers favor if the increase in price doesn't offset the loss in volume (or increased transportation costs.....) from geopolitical volatility in the Middle East >Anyway now it looks like the cycle is gonna be a repeat of the covid-19 pandemic freight skyrocketing yet again, Again, dude, I'd like to clarify one axiom of finance that you may be in the dark about: ***past performance is not indicative of future returns*** >except this time it's the supply shortage, not a demand excess. Umm, wat? That's exactly what caused macro meyhem during covid -- demand more-or-less stayed flat (why would COVID *increase* aggregate demand......?), but WFH policies and layoffs constrained the supply-side, but I'm getting super off topic here >I tried searching up on publicly listed shipping companies but surprisingly there are very few of them. I only knew Maersk, but their stock is apparently OTP or something. I cant find their proper stock on my broker app. That's because most are in the business of shipping some fungible commodity over seas -- KNOP, TNK, DLNG, KEX, NMM, GLNG, etc. "Pureplay" marine shippers aren't really a thing, especially if you're some diversified conglomerate, it makes more sense for you to own the shipping assets rather than paying some third party a fee (and being beholden to both spot shipping rates to move your product and spot commodity prices on the underlying product you're shipping). [Here](https://imgur.com/a/8Rqn7yU) is what Factset is showing as their Marine Shipping peer comp group
Of your list I would think about TNK, big upside and undervalued
I'd want to dig a bit more, but with all 3 being oil related companies, I'd have to ask why them and not BXC, PSX, TNK, or MPC? If I had to pick from the list of 3, I'd probably go with PAA, but you could flip a coin.
Does this mean tanker calls were a bad idea? TNK is what I got lol.
I’m betting Q2 earnings are great just gotta hold a bit. Added stng and insw (for vlcc exposure rates up) today. Saw TNK goddamn they disappointed
Bruh i love how shipping peaked that day. TNK ZIM that was the top for both here we r a month later and no cf good fucking god i am down so much
TNK has earnings today if you’re feeling froggy.
If you look at TNK and ASC--their charts--they didn't really take off until Biden got into office. If Trump gets back in, he will start drilling for oil domestically like a wild man.
u/Difficult_Note_12 Stay away from it? Why? What's the connection between Trump and TNK?
Not sure I can answer your question, but if Trump wins, I'd stay away from TNK.
Nice little DD. This and TNK seem like better plays than ZIM unless I am missing something big about ZIM. What do you think of the estimated forward earnings? I see they are forecasting lower EPS but still about a PE of 10. Do you know if this is typical for this industry?
Not all ports can service VLCC's correct. But should the Straight of Hormuz get blocked, that would mean that crude needs to be rerouted to other ports. To where? Saudi Arabia is the main exporter in the Persian Gulf, the other coast line in the Red Sea is on the other side of Yemen. So in theory a Suezmax vessel can load in say Jeddah. Issue is however that they need infrastructure to move their crude export from east side to west side. ​ Looking over TNK's fleet list says that a number of them are under charter but about 75% are listed as owned, so assume these use spot rates the majority of the time that could be beneficial. ​ There is already a fleet under NATO command off Yemen. If Iran closes the straight of Hormuz they will be very swift to open it. ​ Easy way is look up other historical events in the Straight of Hormuz and cross reference with TNK price and spot rates.
I had owned TNK for years and was stuck in loss mode on it, finally selling it for like a 50% gain in the middle of last year. While it could keep going up a bit, you could also see it come crashing down super hard if tanker rates fall.
I bought TNK and that's exactly what it did
Just put something in to $TNP $TNK $TRMD and let it ride. Earnings will be soon
When we had too much oil, stock in TNK went way up because they were the ones storing it. Friday they were on a pretty decent rebound. If this cut is going to affect them. This might be a quick dipped profit from. Or just wait for this to pass and ride it back up.
Real Estate: Zillow -Z Oil: Tidewater - TDW Oil Tanker: Teekay- TNK & Frontline FRO Dividend: CTO Reality Growth - CTO Consumer Lending: Lendingtree - TREE Uber Google Amazon Wayfair
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
War Opportunity!! Tanker demand has surged as a result of those macro forces, raising daily rates and profits. Teekay Tankers (TNK) just reached a new high while boasting strong technical ratings.
Yes, however! All the coal and oil hate and our dove eyed fairy prance to a green future equaled massive incentives for coal and oil to decrease capex. Shit we won’t need it come a few years down the road! So…coal mines and rigs didn’t grow. Weren’t maintained to top standards for max production. Then all of a sudden they get the call…”full tilt ahead max production”. That max is now less than it was or at least it didn’t grow for a couple years. Supply and demand. I’ve been long Thungela for coal Long Scorpio and TNK to haul that shit around the globe And long on all American oil exploration and drilling I give it a solid bull run for at least 5 years. Most likely longer.
$TNK Teekay Tankers has been green for the last week, month, quarter, year, 5 years. Seems like a good investment
Some things I've been doing other than lose my money on spacs... if anyone wants some other ideas - I think BTU is set run to $30+ by YE with the amount of cash they have for buybacks. RIG - is probably more like spacs in its like gambling as they have debt issues, but if they make it through should be some pretty solid leverage. Playing some short term calls, but the 2024 probably not bad. TK has their MC in cash and then another $200m in TNK stock - who knows if they will invest in a new venture or distribute the cash. NETI is a offshore wind vessel company that is set to announce contracts soon and has a $50m buyback as they are 50% below NAV. As for spacs about all I am doing is accumulating SCRM warrants and trying to penny flip others.
TNK broke through $25! WOOOOOOOOOOOOOOOO!
Teekay Tankers, TNK, is killing it again today!
[Teekay Tankers, TNK blew it out of the part on earnings today too. Wish i had some insider infos on that!](https://invest.ameritrade.com/grid/p/site#r=jPage/https://research.ameritrade.com/grid/wwws/research/stocks/news/article?c_name=invest_VENDOR&docKey=1952-c47049f22e966f91a04bc278fd8d690b-04%20Aug%202022)
If I gonna sweat a year to grow a corn better talk with my allies that know “my military toys” that they should be selling his oil to my and nobody else to my Mr corporations. Now I control the supply with low cost and just wait demand grow and raise price with that excuse. Go check not only oil big profits, BP, Shell, Marathon check too the tankers, TNK and others all record high. Come on men…. We buy plastic from China and sell it like is porcelain is USA. Do you think oil corporations prefer buy heavy equipment instead computers and speculate futures too? And you know….. well you don’t want to know, but even if they get caught in something illegal or unethical is just a symbolic fine . And of course they will to paid lawyers and commercials and propaganda to people like you to blame always politicians that they are corrupt, both sides, this administration and past. But who corrupt them? Corporations and they always go clean.
TNK has been on the new 52wk high filter for 6 sessions in a row. I don't like non-US registered companies due to the potential tax implications, but someone seems to think LNG is going to be a big component of the energy mix in the future
Right now most Iranian oil is black market and traded on “hidden” ships usually owned by Iran. The best way to play it, in my opinion, is tankers. It’s also a good pair trade to be long both producers and tankers. If oil supply increases tankers should do better and producers down and vice versa. Right now tanker market isn’t great due to the oil cuts, but really improved due to that war. If oil comes back legally from iran then those “hidden” ships most likely start going to scrap as most buyers will need insured and ships up to date on ballast treatments. This is also a play on the Russia/Ukraine war not getting any better as some of the only buyers of Russian crude will be India and China which increases ton miles compared to EU. Best tankers are eco or ones with scrubbers. Many say the best is OET, the companies with older ships that may need to buy new ships as opposed to shareholder returns are ones like TNK and TNP. Best for upside in the product market is STNG. And then a way undervalued shipper (due to poor management) is NMM with tons of containers already locked in to give them profit this year without any contributions from their bulk and tankers. EURN is considered one of the safest but also not a ton of upside and also needs new ships. FRO is pretty highly regarded but again limited upside and then DHT who has some pretty decent long term charters. There is some great ship Twitter accounts and info if you want to dig in further
Best I’ve found so far for what I’m looking for is TNK. That’s for some starting points.
You know I'm long TNK. Really? Oh yeah.... \*sloppy sex ensues\*
Pipelines ( SHLX, ET, etc ). Tankers ( TNK, NAT, STNG, FRO ). LONG
If oil hits $140 my shit tanker stock play will finally pay off. TNK TO THE MOON!
The company is currently valued at $11B, which would represent 10% over the stated acquisition price. If $10B is the final price, that would value each share at ~$23. Companies going private can and do trade higher than acquisition price leading up to the execution, because of the speculation you just mentioned, although a recall would be rare. I just went through this same thing with TNK. This was back of the napkin math, so I may be off by $0.50-$1, but that's a rough estimate.
[RIG and TNK will pay moon dollars!](https://youtu.be/b18HtG0DOCM?t=149)
Thinking despite the Suez Canal debacle marine shipping stocks are still high value. Insiders picking up shares and options anticipating the cyclical 10-15 year bear market drawing to a close. Picking up some longer positions in STNG, EURN, and TNK.
TNK short dated Calls for me. No VLCCs in their fleet so every vessel type ( product/Afra/Suez) should see a bump in rates and time booked. I don't see the Suez blockage lasting beyond weeks. Longer term these things are too much of a roller coaster for me.
holding 25 TNK 4/16 17.5c, was already thinking about grabbing more before the canal ordeal. think this could be a nice catalyst
Most of my calls are in $20 STNG 7/16 but I have a few in $20 4/16 for some more FD type plays. I also have $15 TNK 5/21 calls and $4 NAT 4/16
I have 4/16 calls and 7/16 calls for STNG I have 4/16 calls for NAT and TNK
I have most of my position calls in $20 STNG 7/16 and $15 TNK 5/21 Some Yolo calls in $4 NAT 4/16 and $20 STNG 4/16 as well
I have most of my position in $20 STNG 7/16 calls and a decent amount of $20 STNG 4/16 calls as a kind of “risky bet” and then a good amount of leaps for 2022. My plan is to sell all my April calls and some/all of my July calls depending on the situation on the Suez Canal spikes looking for $30+ I also have $15 TNK 5/21 calls which I plan to sell on the same Suez Canal spikes but playing the crude side. And a few Yolo calls on NAT
Calls on STNG and TNK is what I own. NAT is a retail pump and dump because their fundamentals are no where near as good as the other companies. They are however really good at pumping and getting retail involved
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: STNG TNK TNK DHT STNG. Message /u/zjz if they're above 1.25 billion-ish market cap and not related to crypto/pennies/OTC/SPACs.
$TNK dividend yield is lower than a risk free investment such bonds. Good price but I’m not paying more than a company pays me. Personal reference but hey what do I know.
I’ve been bagholding STNG since the tanker gang wars. This is gonna get me out with some profit. Remember the meme status of NAT also, they operate suezmax containers. TNK is the largest suezmax operator. I’m not going all in here yet but I’m breading my tendies and heating the oil.
Keep an eye on TNK too. Volitile but always has opportunity
I'll just share an input from a guy who can't post due to low karma from a conversation Him:in regards to your Suez canal post.. $NAT and $TNK are the play. Tankers, not crude. this has some serious potential. Only sending a chat since my comment got blocked. I have never posted so i dont have enough "karma" wtf Me: I'll check em out NAT moreso. Their whole fleet is Suezmax ships. They are ready to capitalize on the spike in charter rates... ive had my eye on tankers and ocean freight for a while expecting a rate hike but this has potential to be unprecedented Me: They opened at %11 gain Him:Yep.. sounds like this weekend is pivotal to the removal effort. Peak tide is Saturday- Sunday. If it’ still blocked on Monday - look out
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