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We have updated our #shipping models with our Top Picks for September!
Our portfolios continued with very strong returns after a tremendous July, ending August up 4-7% 🤩!
Our YTD performance remains stellar 💪 with Speculative at +59.7% and Value +49.0%, compared to the Russell at +17.7%.
Join VIE with access to all our research and model portfolios, 20% off the first year.
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Okeanis just delivered a tremendous Q3 with a $7.00 dividend and $7.67 EPS.
$ECO
Q4 $ECO guidance:
In Q4 2026 to date: on the VLCC fleet 48% of the available spot days have been booked at an average TCE rate of $688,800 per day and 87% of operating days have been booked at an average TCE rate of $430,300; on the Suezmax fleet 60% of available spot and operating days have been booked at an average TCE rate of $410,900.
$VLCC buys a newbuild with prompt delivery from its Parent for $210M
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$HSHP released their Q3 results and October update.
TCE Of $50,900 and 20 cent dividend for October
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$DHT slide updates
Both DHT Jaguar and Panther have started their 3 year time charters.
$NAT provides an update on recent fixtures.
Earnings on Nov 30
We have added enhanced Vessel Tracker search and filter controls for all crude and product tankers covered by VIE on our website!
You can see the current shipping routes with their approximate rates.
Try out VIE with 20% off the first year!
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$GSL Q3:
Quarterly dividend raised to $0.6875
$2.75 Adj EPS
Backlog now at $3.4B
$PANL reported Q3 EPS adjusted of $0.52
10 cent dividend
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$CAPT 15 month Suezmax charter-out at around $170,000/day
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$INSW declared a $5.05 dividend and historic level Q4 spot guidance:
The VIE income model continues to have a stellar year, up nearly 49% YTD (2-3X our benchmarks) and out performed our other 2 models in October.
Try out VIE with 20% off the first year!
seekingalpha.com/affiliate_l…
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$LPG just reported:
TCE $96,900
Adj EPS $3.46.
Total EPS of $4.98 including gains
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