Recent content by commoncents

Was eliminated in week 12, but life got really busy. Just want to wish everyone who remains in the contest the best of luck. Personally, this contest is the highlight of the FF season for me.

Somehow still in it. Brady is my only remaining QB (assuming that Darnold has lost his job if/when he returns). https://footballguys.com/contests/subscribers/2021/entry/100508

My RB's put up a total of 0.4 points this week, but looks like I will be advancing to next week with 149.05 points. Can't wait for CMC to get off IR and Stevenson to get out of the NE doghouse. Went with the shotgun approach on cheaper WR's (spent $65) and they have been my saving grace thus...

I'm in the same boat as you this week.

Scored 156.30, crazy. Live to play another week, but with CMC injured and Gus on my roster, I am down to Najee, Sony Michel and R Stevenson as my WR's. Living on borrowed time.

Definitely sweating it. Sitting at around 158 points.

QB - Tom Brady - TB/9 - $17 QB - Jameis Winston - NO/6 - $10 QB - Sam Darnold - CAR/13 - $8 RB - Christian McCaffrey - CAR/13 - $39 RB - Najee Harris - PIT/7 - $25 RB - Gus Edwards - BAL/8 - $11 RB - Sony Michel - LAR/11 - $5 RB - Rhamondre Stevenson - NE/14 - $3 WR - Jaylen Waddle -...

I’m definitely holding, but also realize that you can provide the thesis, but can’t provide conviction in said thesis to others.  I personally think contango will appear again and spike rates. American shale will resume pumping once oil prices show signs of recovery, only exacerbating supply...

Being a tanker holder is frustrating. I can understand why people would cut bait. That being said, I am holding (and may become a bag holder). After the $STNG call, I am bullish product tanker companies and $STNG in particular. They guided very well for Q2 and provided visibility into Q3. Prior...

I believe they have ten VLCC's that have been fixed for extended charters. I did some digging and it looks like 4 of them were contracted at $31,500/day with expirations in 2021/2022 and 6 were contracted in Q1 at $67,300/day for a year. The 6 charters at $67,300 are likely going to work out...

I think DHT is a solid hold.Their Q1 (and Q2 guidance) could have been even better if they didn't time charter a large portion of their fleet at ~$35K/day. I expect that EURN and FRO will outperform DHT in Q1 and Q2 guidance as they have more exposure to spot daily rates. Whether DHT's...

I'm interested to get more color on the open revenue days. It represents ~24% of the the days in Q2 and would significantly impact DHT's results. Uneducated guess is that it represents unbooked spot rates for the remainder of Q + any unutilized spot rate days QTD.

DHT just announced Q1 earnings and 5% dividend of $0.35/share. Also guided for Q2 adjusted net revenue of $164.4M. To put that into perspective, 2020 YTD through Q2 would have adjusted net revenues of $316.9M vs. full year 2019 adjusted net revenues of $347.6M.

I agree with everything you said here. At this point in the cycle, tanker price action is highly dependent on fluctuations in the WTI/Brent front month futures contracts. I listened to the $ASC (smaller product/chemical tanker) quarterly earnings call this morning, and the call was very bullish...

Your theory is certainly plausible. I think that a lot of the weak hands were washed out in the latter half of last week. Many of the recreational investors got caught up in the NAT buying spree. Today's price action was promising as the tanker stocks seem to attract day traders/swing traders...