Discussion Board (Corporates)
 Board
Write new posting
Read old postings (archive)
Read your postings
Last 50 Postings | Last 100 Postings
04-09-26 carib
The majority of American adults have an unfavorable view of Israel, a new Pew Research Center survey has found.
The survey – which was conducted between March 23-29 on 3,507 US adults – revealed that 60% view Israel in a negative way (“very unfavorable” or "somewhat unfavorable”). This is an increase of 7% from last year and almost 20% since 2022. The percentage of those who chose “very unfavorable” (28%) has almost tripled from 10% in 2022.
In both political parties, a majority of adults under 50 now rate Israel and Prime Minister Benjamin Netanyahu negatively.
|
|
04-09-26 carib
The Israeli public is deeply divided over the question of victory in the war with Iran, according to a Walla and Maariv poll published on Thursday.
According to the poll, the public is not buying the “image of victory” when it comes to Iran. Despite the ceasefire, it appears that most Israelis do not feel a sense of victory in the direct campaign against Iran.
Not easily fooled.. |
|
04-09-26 spal
The controlling Hansson family is putting their money where their rhetoric is.
March 2026 Buying: On March 3, 2026, Herbjørn Hansson and his family notably increased their stake in NAT. This follows their "Full Speed Ahead" report from late February.
The Narrative: Hansson has publicly stated that the "tumultuous" 2026 market is the best earnings environment he has seen in his career. With operating costs fixed around $9,000/day and spot rates averaging $55,000–$75,000/day across the fleet, the cash-flow generation is massive. |
|
04-09-26 spal
NAT’s fleet of 20 Suezmaxes can bypass the Cape entirely, offering a 26-day transit time versus the 36-day "Cape detour" required by larger ships.
The Result: NAT is currently fixing voyages at rates that were unthinkable 12 months ago. Their March 23, 2026 update confirmed a record $175,000/day TCE for a US Gulf to Far East voyage—a direct result of the "Hormuz-Free" premium. |
|
04-09-26 spal
As of April 2026, Nordic American Tankers (NAT) is in a "historic" earnings cycle. Its fleet of 20 Suezmaxes represents the "Goldilocks" solution for an energy map where the Strait of Hormuz is effectively closed. Unlike VLCCs, which must take 10-day detours around the Cape, NAT’s tankers transit the Suez Canal fully laden, capturing a massive "Hormuz-Free" premium.
The financials are staggering: NAT recently secured fixtures as high as $175,000/day against operating costs of only $9,000/day. With roughly 70% spot exposure, the company is a pure cash-flow engine. The Hansson family validated this "Suezmax Renaissance" by purchasing 400,000 shares in March 2026, lifting their stake to 5.2%.
With the 172-million-barrel U.S. SPR release fueling demand, NAT’s $0.17 Q1 dividend is likely just the floor. Trading at a notable NAV discount, NAT is the primary logistical bypass for a world rerouting its crude.
|
|
04-09-26 spal
Large position - already revalued.
As of April 2026, TORM plc (TRMD) has transitioned into an "extraordinary" growth phase. The effective closure of the Strait of Hormuz has forced a violent re-balancing toward the Atlantic Basin, spiking MR (this is the clean product index) triangulation rates to $75,400/day. This demand is further catalyzed by the IEA’s 400-million-barrel emergency release and U.S. SPR drawdowns, necessitating massive product movement.
TRMD is the premier "beta" play for this cycle, carrying 77% spot exposure for 2026. This allows immediate capture of record rates while asset values hit post-2008 highs, significantly boosting NAV. Strategically, TRMD’s fleet avoids the risks of the Middle East, operating in the Atlantic/U.S. Gulf triangle to sidestep exorbitant war-risk insurance while benefiting from global supply deficits. With every $1,000/day rate increase adding ~$26M to EBITDA, analysts project a $36.00 target—representing 22% immediate upside alongside a historic dividend payout. The "lull" is over; historic earnings are imminent. |
|
|
