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lordboozio

08/05/20 11:01 AM

#5872 RE: Timing101 #5871

Good summary. Seems like our biggest challenge right now (besides lack of awareness) if CDEL, in particular, trying to tamp it down. Their ask is almost a full cent lower than next lowest right now, until NITE came in and undercut.

I think this will get the momentum we need to get a very solid run going, but it's probably going to be agonizing as we see-saw for a while.
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Dubster watching

08/05/20 12:53 PM

#5879 RE: Timing101 #5871

Take a look at the fleet. Consider the age and value of assets.
Im struggling to see past some problems that got built into the price.
Tankers are largely storage still?
What flag do they fly?
Cash flow issues rectified?

Anyone that is buying doing some deep dive DD?