15 June 2025 | 12:54PM HKT China Transportation Impact of potential Iran oil supply disruption - higher fuel cost for airlines and higher compliant tanker fleet demand Goldman Sachs China Transportation The Brent oil price has risen 12% over the past week to $74/bbl following escalating tensions in the Middle East and Israeli strikes targeting Iran's nuclear program. Our commodities team sees a higher geopolitical risk premium in the near term, while they still assume no disruptions to oil supply in the Mid ...

Insiders are making big-time purchases in three companies they work for, own, or have close business relationships with. A quote from famed investor Peter Lynch provides insight into why insider buying is a signal investors should pay attention to. Lynch said, "Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise." This shows that insider selling isn't always a bad sign, but that insider buying is a clear positive sign. Under Lynch’s lead ...

KNOT Offshore Partners (KNOP) Q1 2025 Earnings Call May 21, 2025 09:30 AM ET Company Participants Derek Lowe - CEO & CFOLiam Burke - Managing DirectorJames Altschul - PresidentPavel Oliva - Managing Partner & FounderMario Epelbaum - Portfolio Manager-PartnerCliment Molins - Head of Shipping Research Conference Call Participants None - Analyst Operator Hello, and welcome, everyone, to the KNOT First Quarter twenty twenty five Earnings Call. My name is Maxine, and I'll be coordinating the call today. I will n ...

KNOT Offshore Partners (KNOP) Q1 2025 Earnings Call May 21, 2025 09:30 AM ET Speaker0 Hello, and welcome, everyone, to the KNOT First Quarter twenty twenty five Earnings Call. My name is Maxine, and I'll be coordinating the call today. I will now hand over to Derek Lowe, Chief Executive Officer. Please go ahead. Speaker1 Thank you, Maxine, and good morning, ladies and gentlemen. My name is Derek Lowe, and I'm the Chief Executive and Chief Financial Officer of Connaught Offshore Partners. Welcome to the Part ...

Maroussi, Greece, May 21, 2025 – Pyxis Tankers Inc. (Nasdaq Cap Mkts: PXS), (the "Company", "we", "our", "us" or "Pyxis Tankers"), an international shipping company, today announced unaudited results for the three months ended March 31, 2025. For the three months ended March 31, 2025, our revenues, net, were $9.6 million. For the same period, our time charter equivalent ("TCE") revenues were $8.4 million, a decrease of $1.8 million, or 17.4%, over the comparable period in 2024. Our net income attributable t ...

Friday, May 9, 2025 Dear Shareholders and Investors, The first months of 2025 since the end of 2024 has been the most active period in Nordic American (NAT) for several years. The path forward is up. Dividend is a priority. As per previous communication to the market, we are in the process of acquiring two or three vessels and to sell a few ships. We have purchased two vessels, declared purchase options on two of our lease financed ships and subsequently refinanced them. As a part of our total plan, tw ...

Author of the Macro Trends & Inflection Points Newsletter. I spent 5 years as a co-founder and hedge fund CIO / manager. Before that, I was a hedge fund analyst/portfolio manager at a leading Canadian alternative asset manager. I write articles as part of my own due diligence on the stocks that I find interesting.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or th ...

Core Viewpoint - Okeanis Eco Tankers Corp. has declared options to repurchase three VLCC vessels, enhancing its capital structure and resilience against industry risks [1][4]. Financing Details - The company has secured a $130 million senior secured credit facility with a Greek bank to finance the repurchase of Nissos Nikouria and Nissos Anafi, expected to close in June and August 2025 respectively [2][3]. - The credit facility features an interest rate of Term SOFR plus 140 basis points, matures in seven years, and includes quarterly installments of $1.9 million and balloon payments of $76.8 million for both vessels [2]. Future Financing Plans - The company is actively seeking debt financing for the Nissos Kea, with expectations to announce details in Q2 2025, aiming for similar financial terms as the other two vessels [3][5]. Strategic Positioning - The financing will provide competitive terms, with debt maturing in 2032, aimed at improving future daily debt service breakeven costs [6]. - The company emphasizes its modern fleet built in quality shipyards in South Korea and Japan, positioning itself as a preferred platform in the crude tankers market [6].

Company Overview - DHT Holdings is a Bermuda-based company that operates a large fleet of oil tankers, positioning itself as a potential value play in the market [1]. Investment Potential - The article suggests that DHT Holdings could be an interesting investment opportunity due to its strong market position compared to competitors [1]. Analyst Background - The author has a background in algorithmic trading and macroeconomic topics, with a focus on China, and has experience in managing investments through platforms like Etoro [1]. Performance History - The author's investment track record includes a 17.5% yield in 2020, a nearly flat performance in 2022 with a loss of only 0.16%, and a modest gain of 0.8% during a market surge [1]. - Recently, the portfolio yielded 12.84% with a beta of less than 0.6, indicating a conservative risk approach [1]. Future Plans - The author plans to increase risk to achieve higher yields on investments moving forward [1].

Teekay Tankers (TNK) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Edward Lee - Manager - Corporate DevelopmentKenneth Hvid - President, CEO & DirectorJonathan Chappell - Senior Managing DirectorOmar Nokta - Managing DirectorKen Hoexter - Managing DirectorChristian Waldegrave - Director of Research & Commercial Performance Operator Welcome to the Teekay Group First Quarter twenty twenty five Earnings Results Conference Call. During the call, all participants will be in a listen only mo ...