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Volgende week, wellicht maandag, ga ik mijn positie verdubbelen. Informatie ingewonnen.
€URO-Trader schreef op 20 november 2020 21:05 :
Volgende week, wellicht maandag, ga ik mijn positie verdubbelen. Informatie ingewonnen.
Ik heb donderdag nog een klein plukje kunnen kopen op 2,22. Mijn totale order op die koers werd jammer genoeg niet geheel uitgevoerd. Vrijdag wederom mijn hengeltje uit gegooid maar kwam niet meer in de buurt van 2,22. Overigens vind ik het wel een sport om bodem te vissen, maar ik denk dat hij nu gestaag gaat stijgen.
@CURO-Trader, vertel eens...
@Shlomo, knap gedaan! Zit momenteel in 6 fondsen en moet de belangen spreiden. Denk niet dat ze onder de €2.30 komen. Wellicht maandag met een dump of negatief sentiment.
How FLNGs will help open up untapped markets 20 Nov 2020 At the LNG Ship/Shore Interface, Europe virtual conference, panellists assessed the opportunities and challenges for floating LNG (FLNG) operations, noting that FLNG technology offers a rapid deployment and the ability to develop smaller gas reserves Linked In Twitter Facebook eCard Exmar managing director for infrastructure Jonathan Raes cited the deployment of the company’s Tango FLNG – capable of producing 0.5M tonnes of LNG per annum – in Argentina within three months of a contract being signed as an example. Mr Raes said value is derived from the availability of low-cost gas with a balanced composition. Ideally, the FLNG operates in an area with developed infrastructure with existing pipeline and mooring structures. Mr Raes said “If you need to build a breakwater or commit to other mooring solutions this can jeopardise your project.” BW LNG head of operations, LNG & FSRU Riju Cherian said floating storage and regasification units (FSRU) have become a preferred option in the marketplace. Mr Cherian said “Given the uncertainty of future demands, FSRUs can be relocated or traded as LNG carriers, unlike onshore terminals.” BW Group’s own FSRU project at Ain Sokhna on the Suez canal in 2015 was a success with the project taking just five months from project inception to the first gas produced. Yet, as Mr Cherian conceded, this operation’s speed was partly down to the readily available infrastructure and because this was an expansion. “If a new jetty and facility was required, then five months would not have been possible” he said, noting that some nations have limited capacities coupled with tougher regulatory structures. “Each project’s considerations are different and it needs to be decided whether an FSRU is the best choice” said Mr Cherian. When hiring the vessel, charterers should consider both the physical site assessment as well as the project considerations to understand the operational burdens on the vessels. He stressed the importance of Metocean assessments and mooring studies for either FSRUs or FLNGs. Exmar adopted a cautious approach, Mr Raes said. “Tango was our first step into the FLNG space so we didn’t immediately go far offshore in a hurricane environment testing the extreme limits. No, we designed it for nearshore conditions, operations have been flawless and now we are ready to push the barriers further," he said. “The industry as a whole has been operating FSRUs in typhoons and hurricane conditions, so there are lessons learned which can be transposed to the FLNG solutions.” Energy law specialists Watson Farley & Williams partner Heike Trischmann said the construction of floating modules for regasification has helped open up new markets in untapped locations. “All these pieces falling into place has created a new wave of LNG-to-power projects” she said. Going forward, Ms Trischmann said “We will see a standardisation in what it means to provide a low carbon or carbon neutral cargo.” As suppliers look to new markets, including developing nations, they will encounter uncertainty. New markets may be politically unstable and be seen as less credit-worthy, while the energy demand may be much reduced compared to mature markets, causing further problems where producers seek to raise debt financing. She added that improvements in shipping and increased liquefaction capacity have helped in changing the LNG sales model, making it more flexible and increasing market liquidity. “Small, modular and flexible is beautiful when it comes to the future of LNG-to-power projects. They could be equity financed more easily because they are cheaper. They could be credit worthy enough for the quantities they take so they don’t require government or utility guarantees,” Ms Trischmann said. However, she cautioned that the flexibility buyers currently demand may not hold in the near future if the market flips to a sellers’ market “because flexibility is costly and not everybody will be able to do that.” Mr Cherian said the post-pandemic world will bring more focus on how coal-based projects can switch over to LNG. He foresees an increased demand for smaller FSRUs as new markets open up, especially in locations such as islands where large-scale infrastructure projects have little or no scope.
Ben zowaar trots op Exmar vandaag! Nog even in het rood bijgekocht en toen ruim de plus in.
Heb Exmar gekocht aan 2.35 en ben in volle verwachting naar het nieuws over een nieuwe klant voor hun Tango LNG schip. Dit zou zomaar de huidige koers kunnen verdubbelen of ben ik mis?
Zo sta ik er ook in. Vermoed dat men in een onderhandelingsproces zit en ga er van uit dat het dit jaar rond komt.
Lijkt het goede moment om hier aandelen van in te kopen? I know, niemand heeft een glazen bol, maar wat zijn de meningen?
Vandaag maximaal ingeslagen. Wellicht gaat er 10% vd prijs af, dat is dan de gok, maar eerder omhoog. Een jaar terug was de koers een tweevoud en lag het risico hoger. Voor het opengebroken contract komt er een vergoeding. Dat het big business wordt is zeker, daar twijfel ik geen moment aan. Komt er een nieuw contract, wellicht minder, zie ik de koers minstens een € opveren.
SINGAPORE: Shipping rates for liquefied natural gas (LNG) tankers have soared to their highest in a year ahead as demand for cargoes rose on expectations of a colder than expected winter in North Asia, shipping and trade sources said on Monday. The daily charter rate for shipping LNG on a 160,000 cubic metres tanker in Pacific and Atlantic basins are currently estimated to be about $85,000 to $105,000 a day, four shipbrokers told Reuters. Rates rose by $23,750 a day on Friday, the biggest daily rise since last October, said Tim Mendelssohn, managing director at Spark Commodities. Mendlessohn listed severeal reasons for what would have been an increase of around 29 per cent. "Strengthening cargo prices, an increasing arbitrage, no planned U.S. Gulf Coast cargo cancellations and a more bullish winter sentiment are driving charterers to secure LNG tonnage across both basins," he said. "This is translating into significant increases in spot and front month freight rates in both the Atlantic and Pacific." Asian spot LNG cargo prices rose to their highest since January on Friday on the back of firm demand from North Asian buyers ahead of a colder than expected winter, traders said. Monthly LNG shipments into North Asia are set to rise to their highest since January, primarily driven by a jump in demand from South Korea, shiptracking data from Refinitiv Eikon showed. There are also expected to be no cargo cancellations from the United States, after dozens of cancellations earlier this year, shipbrokers said. "Everyone's holding on to their ships and are not sub-letting," one of them said. LNG shipping rates are expected to improve further next year as demand recovers in the region once recovery from the coronavirus pandemic takes hold, said analysts from Jefferies Shipping Weekly. "We believe the LNG shipping market will improve in 2021 relative to a weak 2020 as global demand for LNG recovers post-COVID, especially in Northeast Asian markets," they said in a note on Monday.
@Shlomo, leest lekker weg! Zit er nu met een behoorlijk deel vd portefeuille in, beleggen blijft lastig, maar als ik de artikelen, fundamentels en marktberichten vd afgelopen 2 jaren teruglees, heb ik zeer veel vertrouwen in dit aandeel. Moet zeker weer terug gaan naar de €5.
Kan zelfs naar de 7 a 8 euro. Ik ben ingestapt op 2.15 gemiddeld. Ik verdubbel op de dag dat die tango flng een nieuwe huurder heeft gevonden. Maar als ik de koers nu bezie kan het inderdaad zijn dat daar al redelijk wat mensen op vooruitlopen. Maar eens een nieuwe huurder gaat het snel terug op 4 a 5 staan.
Dat er een nieuwe huurder komt is zeker. Beter een overnamebod a €6.
Denk eraan dat de US dollar in hoog tempo aan waarde verliest tegenover de euro. En dus de opbrengsten lager zullen uitvallen voor Exmar indien ze zich niet ingedekt hebben. Want ik denk dat in eind januari 2021 de dollar op 1,25 zal staan tegenover de euro, wat zowat 25 procent lager zal zijn. En dat is heel veel!!
Is inderdaad geopperd. Echter, zodra het Tango project weer vorm krijgt gaat het rap omhoog.
Beter om de helft winst te nemen...?
Wat binnenkomt in dollar gaat ook grotendeels buiten in dollar. Ik blijf zitten omdat ik denk dat de koers niet veel meer zal terugvallen.
Kojo2, het aandeel is wel bullish...
@ Stefzele, Ik heb wel wat verkocht, maar blijf wel een pakket aanhouden omdat ik denk dat er op termijn een grote koerssprong kan komen als Exmar er in slaagt om een nieuwe klant te vinden voor de Tango.
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