Podcasts about vlcc

Okeanis Eco Tankers (NYSE: ECO) (NO: OET) - Market Trends, Okeanis Strategy and Tanker Sector Outlook Thursday, March 13, 2025 Featuring: Mr. Aristidis Alafouzos, CEO - Okeanis Eco Tankers (NYSE: ECO) (NO: OET) Mr. Nicolas Bornozis, President - Capital Link About ECO: OET is a leading international tanker company providing seaborne transportation of crude oil and refined products. The Company was incorporated on April 30, 2018 under the laws of the Republic of the Marshall Islands and is listed on Oslo Børs under the symbol OET and the New York Stock Exchange under the symbol ECO. The sailing fleet consists of six modern scrubber-fitted Suezmax tankers and eight modern scrubber-fitted VLCC tankers. About Trending News: This Podcasts Series features interviews and discussions with senior management elaborating on recent company news and announcements, and market trends. For more episodes please visit here: https://capitallinkshipping.com/trending-news/

¿Estamos ante un momento de inflexión en los mercados? Edgar analiza como cierran los mercados en 2024 y nos habla de un posible cambio de tendencia. ¿Llega el momento del Value Investing? Además, Aleix aborda un tema crucial: Irán y su impacto en los mercados internacionales. Exploramos cómo las posibles sanciones podrían influir en los precios del petróleo, el transporte marítimo (VLCC) y el comercio global. Analizamos también la situación interna de Irán y la opcionalidad de nuevos pactos internacionales que podrían transformar el panorama energético y económico mundial. ═════════════ ✅ Apúntate al webinar de LWS Financial Research para ver ideas para ganar en 2025 https://streamyard.com/watch/K3bZ63s2pDFP ══════════════ MATRÍCULA ABIERTA: COMIENZO 13 DE ENERO: ➡️ VI Edición ó á , ó ó https://locosdewallstreet.com/producto/programa-especializacion-analisis-financiero-valoracion-modelizacion-empresas-6/ ➡️ IV Edición ó https://locosdewallstreet.com/producto/curso-inversion-shipping-4/ ¿TE GUSTARÍA PERTENECER A NUESTRA COMUNIDAD GRATUITA? Discord: https://discord.gg/AY6ybTX3md ══════════════ Í : Síguenos en Twitter: https://x.com/LocosWallStreet https://x.com/lwsresearch https://x.com/EFernandezVidal https://x.com/ahidalgoa https://x.com/aleix_amoros https://www.instagram.com/locosdewallstreet https://www.linkedin.com/school/los-locos-de-wall-street/ La atalaya de Wall Street: https://youtu.be/S5R6nhn2VW0?si=QIwT4DJJ2gnMtYzb SÍGUENOS en: https://linktr.ee/locosdewallstreet (Todos nuestros enlaces en un solo sitio) ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ══════════════ #CierreDeMercados2024 #Inversiones2025 #EconomíaGlobal #AnálisisFinanciero #Irán2025 #ImpactoDelPetróleo #SancionesEconómicas #MercadosFinancieros #CrisisEnergética #VLCC #TasasDeInterés #InflaciónGlobal #OportunidadesDeInversión #ComercioInternacional #LocosDeWallStreet

欢迎收听雪球和喜马拉雅联合出品的财经有深度雪球国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。听众朋友们大家好我是主播匪石，今天分享的内容叫孤立主义抬头大背景下的黄金和油运，来自文武游侠。为什么最近一轮美元加息周期下黄金只是横盘而不大跌？为什么最近黄金的走势与传统经济学模型完全背离？为什么还没降息，大宗就飞了？资源民族主义怎么突然就盛行了？它又如何影响油运？在这样的背景下造船业的前景大概率又是一个什么剧本？中国加入WTO到2018年贸易战为止世界的运行机制中国加入WTO后，等于是在世界主流国家贸易体系里有了自己的位置和角色。那么我们中国在链条中的位置是什么？我们是整个全球化体系里的中游。充当着世界工厂的角色。一方面，我们承受着日趋高昂的资源费用，从资源国（俄罗斯，中东国家）采购原料。另一方面我们需要学习科技领先国的技术尽可能提高效率生产更多的产品。但是产品的大部分高附加值的部分，比如品牌，版权等都被这些国家拿走。这个阶段我国主要靠劳动力红利以及规模效应来赚取比两端都薄的利润。那么美国是什么角色？它又如何靠美元来保持这个系统的运行？全球化不断深入，一个统一的结算货币就此深入世界各个角落，就是美元。美国人印美元，掌握全球货币政策的节奏，然后其他国家配合维持全球货币汇率体系的相对稳定。各国通过参与全球贸易，赚了美元，然后以美元资产为抵押物，扩张信用推动经济。而全球经济过热时，美联储就加息收紧流动性，全球的美元被动回流收缩。各国家也只能同步信用紧缩，经济降温，维持通胀稳定。一旦经济陷入衰退的局面，需求不足，美联储就进行降息以及释放美元流动性，大量美元被释放出来，全球再次争相购买和增持美元资产作为抵押物，进行信用扩张和宽松，激活经济。然后全球经济进入下一轮周期。2008年，次贷危机爆发。当时的中国几乎承接了90%以上的美元的流动性释放，同步进行信用扩张。也就是4万亿大基建。通过房地产行业上杠杆。帮助了美国实现“经济软着陆”。当时的中国：1）产业整体还在工业化的中段，没有全面进入信息化。2）整个中国在往城镇化的发展进程中，房地产发挥重要角色。3）人口还没有老龄化，有大量的青壮年劳动力。简而言之，2008年的中国适合“用房地产上杠杆”。2018年贸易战是“孤立主义”的开始随着全球化的不断深入，以及中国制造逐步占领全球。中国也在飞速发展。我们想从世界工厂扮演者升级为高端制造业和高科技行业的重量级参与者。我们想把世界产业链中的位置从中游往上游前进。这里没有类似于大国崛起，而是困于现实问题。1）2018年的中国，城镇化接近尾声。经济的推动靠房地产上杠杆越来越难以执行。2）人口结构发生了巨大的变化。老龄化趋势非常明显。劳动力红利逐步消失。这两点决定了，如果不进行产业升级，我们几乎就会像日本一样陷入通缩陷阱。而且更严重的是我们是“未富先老”。中国的两大核心诉求就是：1）和平统一。2）产业升级。然而这两者，相辅相成。需要把自身在链条里的位置提上去才能达到。这个提升，被西方视为威胁了自身的地位。2018年至今美元信用的演变美国的经常做出限制别国世界贸易的权力（踢出SWIFT系统），导致美元在世界的信用大幅下降，主权国家都开始担忧，会不会自己就是下一个被制裁的俄罗斯。所以越来越多国家之间的贸易，开始尝试或者扩大本国货币或者小范围货币结算取代美元结算的行动（比如金砖四国，比如中国-俄罗斯-中东，比如俄罗斯-印度，比如欧盟-中国等）。这直接导致美元在全球贸易中使用比例开始逐步下降，并且下降趋势越来越快。这个趋势动摇的是美元的根基。今年3月，埃及镑一天贬值45%事件的发生，彻底击垮了原本摇摆不定的一些中小国家对美元的信心。非洲的津巴布韦甚至直接宣布金本位。中国央行连续18个月购入黄金。即使是美元加息周期里，黄金也没有大跌，只是横盘宽幅整荡。其实各国央行这个购入行为对金价上涨来说真的是居功至伟。可以预见到的是：接下来我们会看到很奇葩的现象：美联储一边强势鹰派捍卫美元，而同时，东方大国的带领资本继续坚定做多黄金，会看到阶段性的美债利率和黄金同步上涨的神奇局面。极限博弈的两个层面：货币和资源如果你能理解货币层面的博弈，你也就大致能理解资源层面的博弈。世界大部分资源掌握在资源国手里。美国你能调控美元。那我资源国就能缩减商品。与之对抗。俄罗斯的主动或被动减产石油（炼厂被炸），欧佩克的行动，沙特的态度，都无一例外。最近铜铝的供给缺口是怎么来的？也是供给收缩（减产）。这就是西方媒体所描述的“资源民族主义”。油运沟连世界的是海洋。全球85%的物资流通靠海上航运。整个世界的全球化建立在一艘艘海面的巨轮上。中国不是资源型国家。我们世界工厂的角色注定了我们需要消耗大量的能源和资源。尤其油气资源。在当下的世界局势，被提到了从未有过的战略高度。油运此前从未被如此重视过。当前世界局势动荡。俄乌，巴以都在战争。中东的任何动荡都影响整个世界的油气贸易。同时欧洲制裁俄罗斯，红海受胡塞武装挟制。整个航运版图进行了为期两年的航线重构。运价在运力逐渐趋紧的大趋势下，会从大波动—趋于平衡—再到大波动。来回往复。1）原油运输（VLCC为主）：原油运输需求层面很大程度上取决于我国原油库存。也就是它有逻辑刚性。不论油价高低，没了就要去运。并且中国的原油运输国家管控。从22年的沙特俄罗斯为主的原油进口结构逐步转化为多元化。这会可观上进一步拉长运距。传统的“国内经济强弱决定—原油需求”这个框架，可能会部分转化为“国家战略安全的需要—原油库存的扩储”。2）成品油运输（MR为主）：成品油本身保存期更短，更偏消费一些。“炼厂东移”这个趋势从未改变。并且随着广东炼化这样2000万吨处理吨级的大炼厂项目，以及同类项目在沿海铺开。中东—中国会成为世界的炼油中心。并且我国有逐步开放成品油出口配额的趋势。在俄成品油被制裁以及限价交易的背景下，能逐步扩大市场份额。以招商南油为例。新加坡—澳北方向的航线是辐射东南亚地区的。而东南亚地区是近两年全球范围内经济增速最好的地区。对成品油的需求强烈。“地区经济强弱决定—地区成品油需求”这个框架，在成品油运输里仍将扮演重要角色。一旦美元区陷入衰退，进而影响世界大部分地区经济的可能性发生。成品油（偏消费）运输受到的影响大于原油（刚需）。因为不可能通过大面积降低炼厂开工率，来稳定裂解价差。届时，油品货盘缩减，炼厂几乎无利润。

Supply chain dislocations, low orderbook and low-single-digit demand growth for oil bodes well for crude tanker rates over the coming years. In this Talking Transports podcast, DHT Holdings President and CEO Svein Moxnes Harfjeld joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the outlook for the very large crude carrier (VLCC) tanker market. The changes in freight flows from Russia's war with Ukraine has had a bigger impact on rates then the crisis in Red Sea, as VLCC ships don't traverse the Suez Canal when fully loaded. Moxnes Harfjeld also talks about DHT's approach to lowering emissions, the shadow fleet, changes in global crude demand and life before shipping as a drummer in the band Small Affairs.See omnystudio.com/listener for privacy information.

Norge har historisk vært en stor sjøfartsnasjon. Er vi det lenger? Ja, heldigvis, for nå er det oppgangstider i hele bransjen.I ukens episode av Finansredaksjonen, podkasten som lages av oss her i DN, snakker vi om den voldsomme oppturen innen shipping. Siden bunnpunktet under pandemien – da nær all handel stoppet – har shippingindeksen på Oslo Børs steget med over 850 prosent. Årsaken er at tilbudet av skip er lavt, mens etterspørselen etter frakt er høy. En som alltid har hatt nese for konjunkturoppgangen i bransjen, er mannen, myten og legenden, John Fredriksen. Onsdag kom nyheten om at han har bestilt seks nye store tankskip (VLCC) og tatt opsjon på to til. Hør historien om Fredriksen og de andre rederfamiliene, samt hvordan bransjen har vært preget av oppturer og nedturer i ukens episode av Finansredaksjonen. Hosted on Acast. See acast.com/privacy for more information.

NOUVEAU - Abonnez-vous à Minuit+ pour profiter de Catastrophes - Histoires Vraies et de milliers d'autres histoires sans publicité, d'épisodes en avant-première et en intégralité. Vous aurez accès sans publicité à des dizaines de programmes passionnants comme Crimes - Histoires Vraies, Espions - Histoires Vraies ou encore Paranormal - Histoires Vraies.

NOUVEAU - Abonnez-vous à Minuit+ pour profiter de Catastrophes - Histoires Vraies et de milliers d'autres histoires sans publicité, d'épisodes en avant-première et en intégralité. Vous aurez accès sans publicité à des dizaines de programmes passionnants comme Crimes - Histoires Vraies, Espions - Histoires Vraies ou encore Paranormal - Histoires Vraies.

NOUVEAU - Abonnez-vous à Minuit+ pour profiter de Catastrophes - Histoires Vraies et de milliers d'autres histoires sans publicité, d'épisodes en avant-première et en intégralité. Vous aurez accès sans publicité à des dizaines de programmes passionnants comme Crimes - Histoires Vraies, Espions - Histoires Vraies ou encore Paranormal - Histoires Vraies.

Okeanis Eco Tankers, Corp. (NYSE: ECO) (OSLO:OET) Update & Outlook - Capital Link Presentation Series | 2.2.24 Company Management Speakers: • Mr. Aristidis Alafouzos, CEO • Mr. Iraklis Sbarounis, CFO About Okeanis Eco Tankers Okeanis Eco Tankers OET is a leading international tanker company providing seaborne transportation of crude oil and refined products. The Company was incorporated on April 30, 2018 under the laws of the Republic of the Marshall Islands. The sailing fleet consists of six modern scrubber-fitted Suezmax tankers and eight modern scrubber-fitted VLCC tankers. OET is listed on Oslo Børs under the symbol OET and the New York Stock Exchange under the symbol ECO. More information can be found at www.okeanisecotankers.com About Series Capital Link Company Presentation Series features Senior Management of publicly listed maritime companies will present their business and strategy, overall development and outlook to a wider investor audience. Please follow the link below for more information: https://webinars.capitallink.com/2024/company_presentation/ Disclaimer Founded in 1995, Capital Link provides Investor & Public Relations and Media services to several listed and private companies, including companies featured in these webinars. Our webinars, including the one in this video, are for informational and educational purposes and should not be relied upon. They do not constitute an offer to buy or sell securities or investment advice or advice of any kind. The views expressed are not those of Capital Link which bears no responsibility for them. In addition, Capital Link organizes a series of industry and investment conferences annually in key industry centers in the United States, Europe and Asia, all of which are known for combining rich educational and informational content with unique marketing and networking opportunities. Capital Link is a member of the Baltic Exchange. Based in New York City, Capital Link has presence in London, Athens & Oslo. #shipping #maritime #webinars #tanker #tankership #tankers #crude #energy

Shipping under attack in the Red Sea, a new container shipping alliance, Chinese yards dominate newbuilding market, and much more in the latest episode of Maritime in Minutes.Seatrade Maritime News' Marcus Hand and Gary Howard reflect back on the month of January in maritime and shipping the stories that stood out from our coverage.Hear more about:Maersk extending pause of Red Sea transitThe dangers of fake pilot laddersMethanol overtakes LNG for alternative fuel vessel ordersSoaring container freight ratesChina dominates shipyard outputThe rise of the Gemini CooperationAre you ready for SIRE2.0?VLCC newbuild orders set to returnOSG takeover bid US and UK ships under attack in Red SeaListen now!Links to stories featured in this episodeRed Sea Crisis focus pageInvestigation uncovers fake pilot ladders with falsified certificationMethanol overtakes LNG as alternative fuel of choice in 2023Are surging container spot rates an overreaction to Red Sea diversions?China hits 50% of world shipyard output in 2023Maersk and Hapag-Lloyd cooperation to set off alliance domino effectShippers welcome the Gemini allianceOCIMF launches all user beta-test of digital SIRE 2.0VLCC newbuild orders forecast to return in 2024OSG's largest shareholder Saltchuk Resources bids to take company private

بدعوة من شرطة ولاية فيكتوريا ومجلس الجالية اللبنانية في الولاية VLCC عقد اجتماع مطول الجمعة جرى خلاله نقاش انعكاس الأحداث في ألشرق الأوسط على الجالية وكيفية تفادي الاحتقان والتظاهر بالاساليب السلمية. فما هي أبرز النتائج التي تمخضت عن الاجتماع؟ التفاصيل في التدوين الصوتي اعلاه مع الدكتور مايكل خير الله رئيس مجلس الجالية اللبنانية في فيكتوريا و Jo Stafford مسؤولة قسم تعزيز آمن المجتمع في شرطة فيكتوريا

Business news often talks about companies that become successful overnight, but if you want to learn how to build a business from scratch, you should hunt for tales that are more of a slow-cooked stew than a microwaved success burrito. Rajat talks about his two-decade journey of building up first Happily Unmarried, and then the leading men's grooming brand Ustraa.Read the text version of the episode here.Read more about Ustraa:-1.Happily Unmarried to Ustraa 2.0: Life on razor's edge2.VLCC acquires Ustraa through a strategic merger3.Technological innovation will shape men's grooming in the years to come

يحتفل مجلس الجالية اللبنانية في فيكتوريا المعروف مختصراً بـ VLCC بمرور ستة عشر عاماً على تأسيسه. ويعمل المجلس منذ تأسيسه على مساعدة الجاليات العربية بشكل عام واللبنانية بشكل خاص على الاستقرار في أستراليا بشتى المجالات. فما هي الأشياء التي حققها المجلس وماذا يطمح ان يقدم مستقبلا؟ المزيد في التدوين الصوتي اعلاه

My main and WhatsApp number is 8512045374 !!!

Welcome to the Instant Trivia podcast episode 808, where we ask the best trivia on the Internet. Round 1. Category: military wives 1: As both a military and a political wife, she was determined not to look "Dowd"y. Mamie Eisenhower. 2: This widow of a slain Israeli general and prime minister now speaks out on the need for Middle East peace. Leah Rabin. 3: In 1824 David Farragut married Susan Marchant of this Virginia city and made that port his home. Norfolk. 4: A few weeks before their 1864 wedding, his fiancee Elizabeth called him her "old fellow with the golden curls". (George Armstrong) Custer. 5: That's the former Beatrice Ayer, gazing up at this husband of hers. General George Patton. Round 2. Category: all kinds of red 1: "Casey would waltz" with this kind of blonde as "the band played on". a strawberry blonde. 2: The kind of pirate played by Burt Lancaster in 1952 film. The Crimson Pirate. 3: The unmarried lady in the game of "Clue". Miss Scarlet. 4: A moron, the way Bugs Bunny usually pronounces it. maroon. 5: Cochineal treated with water and alum, or Eddie Mekka on "Laverne and Shirley". Carmine. Round 3. Category: royalty 1: Lord Mountbatten, the last viceroy of India, was the nephew of this last czar of Russia. Nicholas II. 2: Prince Rainier served in this country's army during WWII; Monaco doesn't have an army. France. 3: Bohemond I was a great leader of the first of these expeditions, in the 1090s. Crusades. 4: In 1993 King Hussein celebrated his 40th anniversary as ruler of this country. Jordan. 5: Rurik is the semi-legendary founder of this country. Russia. Round 4. Category: la la 1: This hit song by Ritchie Valens was originally the B-side of "Donna". "La Bamba". 2: This region in south-central Spain is the setting for Cervantes' "Don Quixote". La Mancha. 3: Bolivia's largest city, it was founded in 1548 on the site of an Inca village. La Paz. 4: George Hearn won a 1984 Tony for his role as Albin opposite Gene Barry's Georges in this Broadway musical. La Cage Aux Folles. 5: Before he was elected mayor of New York City in 1933, he served 14 years in the U.S. House of Representatives. Fiorello LaGuardia. Round 5. Category: nautical terms 1: Bird term for a small platform below the masthead light used as a lookout station. crow's nest. 2: A VLCC, very large crude carrier, is this type of ship. supertanker. 3: The helm of a small boat may just consist of a tiller and this in the water. Rudder. 4: An escutcheon is a board on the stern of a vessel that lists its port of registry and this. it's name. 5: This word can mean a vessel's national flag or the most junior commissioned officer in the U.S. Navy. ensign. Thanks for listening! Come back tomorrow for more exciting trivia! Special thanks to https://blog.feedspot.com/trivia_podcasts/

Members of the VLCC family share stories of gratitude and God's work in 2022.

Sun, 26 Jun 2022 10:00:00 +0000 2370 1 10e75a336d980f28d36a0d3885185cce no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 19 Jun 2022 10:00:00 +0000 3223 2 26e9542b5fca8ad23cf797fb9c6dbc53 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)Vi

Sun, 12 Jun 2022 10:00:00 +0000 2784 1 348106b69a2e62edc8029d45ba3f665d no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 05 Jun 2022 10:00:00 +0000 2622 2 57376a551c1b8c6427388b4a6cdf970b no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 29 May 2022 10:00:00 +0000 2989 3 647edc1a00fa2d8ba36c0e057378a812 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 22 May 2022 10:00:00 +0000 1323 4 c006bc51e3eee88bde458d93ac295bcf no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

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VLCC gospel Bible Chatroom. A continuation of the Screwtape Letter Series by C.S. Lewis --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/ruth-gardner6/support

In this episode, we chat with Bhaskar Majumdar, Founder of Unicorn India Ventures; an early-stage fund with portfolio companies such as - Inc42, OPEN Bank, and VLCC's VanityCube among others. Bhaskar spent his early career in various Media companies like - Zee Network & Times Group. He also had an entrepreneurial stint with Recreate Solutions in 2001, which he later sold to US systems integrator. He has since been an investor in several early-stage technology startups over the years, in India and the UK.For anyone looking to start up in unconventional sectors, this conversation can add a great value. From identifying the problem statement to creating digital solutions, by leveraging trends & technology, this podcast will guide you through it all.Notes - 02:04 - Early career in Media domain and founding Unicorn India Ventures04:25 - Traditional mistake - “Finding a Co-founder whose skillset is exactly complementary to your own”.06:26 - Identifying portfolio companies in uncommon sectors08:04 - Thesis behind investments: Digitization of old, rugged & broken systems11:07 - Investing in Neo Banks based upon the trend shift in large banks abroad16:59 - Enabling Indian portfolio companies to go global

The recent floating storage boom drove tanker freight earnings to levels last seen during the Golden Tanker Era of 2004-2008, but how sustainable are VLCC time charter equivalent revenues in excess of $100,000/d? Tanker owners have now concluded their first-quarter earnings call season and were wondering how long the current boom would last. Barbara Troner, Catherine Wood and Marieke Alsguth discuss what's been driving the Americas tanker markets into the second quarter, comparing shipowner hopes and concerns with current market reality.

The tsunami of IMO 2020 turned into a tidal wave of cheap oil as producers flood the crude oil market and refiners cut runs amid the COVID-19 demand destruction. In the meantime crude is heading toward containment in tankers floating offshore. Catherine Wood and Barbara Troner of the S&P Global Platts shipping team put their heads together with Platts crude editor Kristian Tialios to explore the dynamics of current floating storage plays.

On January 17th, Value Investor's Edge Live spoke with Adrian Economakis, COO of VesselsValue, about the shipping markets and particular asset pricing cycles. Adrian reviewed some of the features of their research platform, which include trade analytics and a full database of all vessels and transactions. He also discussed some of the key observations from a review of asset cycle pricing across sectors. Tankers were on a run and not particularly cheap at the time, whereas there is some intriguing deep value opportunities in some ancillary shipping sectors such as Panamax Containerships and Offshore Support Vessels.  Topics Covered 1:00 minute mark - Background of VesselsValue? What research features are available? 5:45 - How accurate have are the valuations compared to deals? 9:15 - Which asset classes are the most depressed? Deep value plays? 20:30 - Views on tanker asset values versus historical levels? 25:00 - Discussion on demand indications in the market. 30:00 - Vessel tracking models- storage impact? 31:30 - What are the COSCO ships doing? Laid up? Storage? 34:00 - IMO 2020 market impacts thus far? Scrubber installations? 39:30 - Specific scrubber metrics and valuations for IMO 2020? 44:10 - Any other risks or weird activity to watch out for? 46:00 - Commentary on the latest VLCC resale levels ($105-$107M)?

In a continuation of the first ever Virtual Investor Forum on Value Investor's Edge, J Mintzmyer hosted Svein Harfjeld and Trygve Munthe, co-CEOs of DHT Holdings (DHT), on January 16th, to discuss the VLCC markets and their current scrubber program and capital allocation priorities. They reiterated the strong prioritization of dividends while also ensuring the balance sheet remains very conservative- even targeting the potential for zero net debt in the future. Topics Covered 1:30 minute mark - How is IMO 2020 impacting the markets? Any surprises?  3:30 - What fuel spreads are you seeing? Expectations on forward moves? 5:00 - Current progress of the scrubber program? 6 ships still deferred? 8:00 - Any indications of a 2nd wave of installations? Doing more? 9:15 - How long will it take for you to install the last 6 scrubbers? 11:15 - Any pickup in HSFO storage? Are you participating in this market? 12:45 - Any indications of COSCO sanctions impact? Recent changes? 15:00 Why would the trade deal potentially be positive for DHT? 16:45 - With regards to the recent weakness, what are you seeing? 19:30 - Some of your top concerns in the market into 2020? 21:45 - Current capital allocation priorities? 24:00 - Target leverage? Down to zero net debt? 26:30 - How will the convertible notes factor into your structure? 27:45 - Are investors missing anything in these markets? 29:45 - Thoughts on the charter market? Willing to take cover? 31:45 - Standard reporting timing for Q4-19? Early February?