Thursday, November 03, 2016 1:06:26 AM
This is the analyst I am following J Mintzmyer, Premium Contributor
"DHT management has been very conservative recently. They were talking about rates temporarily peaking (note their cycle chart in their presentations) even in late 2015 and early 2016.
Unlike some of their peers, they have a clean balance sheet and they don't resort to PR 'spin.'
The "past 18 months" referring I suppose to Jan15-June16 were a fantastic run. If the market truly expected the next 18 months to be remotely similar, DHT stock would be $20+.
Management's statements were therefore very measured and fairly obvious. There have been a near-record # of VLCC deliveries in 2016 (2010 and 2011 were higher), but 2017 and 2018 will be lower and newbuild orders have plummeted.
Fleet dynamics for modern vessels (15-years or younger) are very balanced."
Recent DHT News
- Form SC 13D/A - General statement of acquisition of beneficial ownership: [Amend] • Edgar (US Regulatory) • 05/07/2024 05:21:17 PM
- DHT Holdings, Inc. to announce first quarter 2024 results on Tuesday, May 14, 2024. • GlobeNewswire Inc. • 05/03/2024 10:54:32 AM
- DHT Holdings, Inc. today announced the publication of its 2023 Sustainability Report • GlobeNewswire Inc. • 04/23/2024 08:15:00 PM
- DHT Holdings, Inc. Business Update • GlobeNewswire Inc. • 04/11/2024 08:15:00 PM
- DHT Holdings, Inc. has filed Form 20-F for 2023 with the US Securities and Exchange Commission • GlobeNewswire Inc. • 03/20/2024 09:15:07 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/11/2024 02:21:39 PM
- REMINDER - Leading LNG, LPG, Crude & Product Tanker Shipping Companies Participating at Capital Link’s 18th Annual International Shipping Forum Monday, March 11, 2024 in New York City • GlobeNewswire Inc. • 03/06/2024 02:00:00 PM
- DHT orders four large VLCCs • GlobeNewswire Inc. • 02/28/2024 11:53:30 AM
- Leading LNG, LPG, Crude & Product Tanker Shipping Companies Participating at Capital Link’s 18th Annual International Shipping Forum • GlobeNewswire Inc. • 02/13/2024 04:29:25 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 02/07/2024 09:37:55 PM
- DHT Holdings, Inc. Fourth Quarter 2023 Results • GlobeNewswire Inc. • 02/06/2024 09:15:00 PM
- DHT Holdings, Inc. announces appointment of Ms. Ana Zambelli to the Board of Directors • GlobeNewswire Inc. • 02/01/2024 09:00:00 AM
- DHT Holdings, Inc. to announce fourth quarter 2023 results on Tuesday, February 6, 2024 • GlobeNewswire Inc. • 01/30/2024 08:48:57 AM
- DHT Holdings, Inc. Business Update • GlobeNewswire Inc. • 01/17/2024 09:15:00 PM
- DHT Holdings, Inc. Business Update • GlobeNewswire Inc. • 01/10/2024 09:15:00 PM
- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 11/06/2023 09:35:37 PM
- DHT Holdings, Inc. Third Quarter 2023 Results • GlobeNewswire Inc. • 11/06/2023 09:15:00 PM
- DHT Holdings, Inc. to announce third quarter 2023 results on Monday, November 7, 2023 • GlobeNewswire Inc. • 10/30/2023 07:29:27 AM
- DHT Holdings, Inc. Business Update • GlobeNewswire Inc. • 10/10/2023 08:15:00 PM
- DHT Holdings, Inc. announces share buyback • GlobeNewswire Inc. • 10/03/2023 10:46:41 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/26/2023 09:10:46 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/17/2023 06:53:29 PM
- DHT Holdings, Inc. Second Quarter 2023 Results • GlobeNewswire Inc. • 08/08/2023 08:15:00 PM
- DHT Holdings, Inc. to announce second quarter 2023 results on Tuesday, August 8, 2023 • GlobeNewswire Inc. • 08/01/2023 08:15:00 PM
- DHT Holdings, Inc. Business Update • GlobeNewswire Inc. • 07/10/2023 10:59:52 AM
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