Godt poeng…
Største fallet er kanskje tatt, men jeg tåler en tur ned til 4 for å fylle på litt til
From Okeanis Eco Tankers when fuel spead was a little higher: If we loaded a VLCC in UK and discharged in China we consume 4,000mts. LSFO-MGO spread is $330 mts. We thus recoup $1.3m of the $2.7m – or half – of our VLCC scrubber investment in 90 days #oott $oet #FinansTwitter
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En fersk aksjonærliste for HUNT er tilgjengelig for Insider-medlemmer. Ikke Insider? Les mer og prøv gratis
Er det lov begynne håpe at bunnen er satt? Tikket inn noen rimelig fine scrubber rater idag .
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Begge deler er egentlig ok 
Dette er en langsiktig posisjon, og faller den mye mer skal det kjøpes. Er derimot ikke sikker på hvor corona-dypt vi skal generelt.
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Kjøpte 50k på 3,93, for meg er det en av mine sikre posisjoner, iallfall ift biotek😊
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VLCC ratene betraktelig opp i dag 32%. Nå 29k$
Gleder meg til Q tall i morgen.
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Jepp, nå er det baluba. Fro opp +6.5% i statene. Ratene mer enn tredoblet fra bunn. Tank is back?
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Hunter Group ASA - Fourth Quarter Results 2019
28 February 2020
Financial highlights
Total revenues of USD 24.43m
? USD 12.03m pool revenue
? USD 12.31m gain on sale of H.No. 5457
? USD 0.10m primarily related to newbuild supervision services
Total operating expenses of USD 3.41m
? Vessel opex incl. insurance of USD 1.44m
? Voyage expenses of USD 1.97m, primarily relating to "start-up" fuel and
voyage related insurance costs prior to pool entry
? G&A expenses of 0.41m
- USD 0.11m administrative expenses
- USD 0.07m legal expenses
- USD 0.23m non-cash expenses
Net profit of USD 16.11m
Average daily net pool earnings of USD 66,600, including maiden voyages for all
pool vessels
Opex incl. insurance of USD 6,240 per day
Pool days and operating days of 181 and 231, respectively
USD 120m of yard payments of were made during the quarter, leaving USD 269m of
remaining yard obligations as of year end 2019
Key events in Q4 2019
Hunter Saga was delivered on 19 October 2019, more than 40 days ahead of the
original delivery schedule
Hunter Laga was delivered on 1 November 2019, more than 80 days ahead of the
original delivery schedule
Both vessels were delivered to SFL in accordance with the Sale-and-Leaseback
Agreement. The Company received proceeds of USD 120 million from the transaction
and subsequently bareboat chartered the vessels back
Subsequently, all three of the delivered vessels entered the Tankers
International Scrubber Pool, and have completed all necessary inspections
The Company took delivery of H.No. 5457 and the vessel was delivered to her new
owner in accordance with the Memorandum of Agreement. All funds have been
transferred and the transaction is complete
Subsequent events
The Company has secured a 3-year USD 220 million loan facility from a syndicate
of banks consisting of Danske Bank, DNB, Nordea and SEB. The proceeds will be
used to fund the final instalments for the Company’s four remaining newbuild
VLCCs, as well as general corporate purposes, and will be drawn on delivery of
each vessel. The facility will carry a 275bps margin over LIBOR, and have a 16
year repayment profile. Subsequently, the RCF with Apollo has been cancelled
As of the date of this report around 70% of available pool days have been booked
at an average TCE of approx. USD 88,300
Kjus sitt current NAV-estimat som ble postet tidligere her, var som jeg mistenkte, litt i høyeste laget. Kommer til NAV på ca. 4.9 etter Q419 når jeg legger inn hans antagelser om gjennomsnittlig skipsverdi på 100m USD og NOK/USD 9.30. Men fortsatt attraktivt i mine øyne! 
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0.25kr er utbytte kapasiteten på Q4. Gleder meg til Q1!
Betaler de utbytte hvert kvartal?
Det er planen
Skal de betal utbytte for Q4?
Finner ikke noe som sier det
Nei, intet utbytte for Q4.
Blir nok et pent utbytte for Q1 med de ratene selskapet oppnår dette kvartalet
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Kunne heller ikke se noe om utbytte. Men Q1 kan jo bli veldig hyggelig og der bør man vell anskje kunne forvente utbytte
As of the date of this report around 70% of available
pool days have been booked at an average TCE of
approx. USD 88,300
Q4 :
• Net profit of USD 16.11m
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DnBm ute med ny analyse. Kursmål 5.3. Estimert utbyttegrad på 21 på dagens kurser 
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