Marhelm @MarhelmData
Shipping data, commodities, and trade flow analysis. We provide a data platform, private discord, and weekly report. Made by investors, for investors. marhelm.com Singapore Joined February 2023-
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OPEC's April oil output dropped to 26.49 million bpd, down 100,000 bpd from March. Lower exports from Iran, Iraq, and Nigeria contribute amid ongoing voluntary supply cuts
"We are close to a turning point for BWE after a long period of production problems in Gabon. Production so far in Q2 has been at nearly 30,000 barrels per day. 40,000 barrels by summer are within reach." Per Pareto $BWE.OL
We got a new signup requested today from a commodity marketer who finds value in our database. We can't process that payment with a credit card because @stripe continues to shut us out. We will be moving forward using alternative payment mechanisms.
$RIG down 9.5% on earnings miss
$HAUTO and $FRO two of the most-active stocks on the Oslo exchange today. Hoegh up 15% following news of Grimaldi stake. Frontline up 2.5% on strengthening in crude tanker rates
$RIG bullish on $PBR and Africa for floater market. Exxon and Shell have firm multi-year opportunities in Africa in the market at the moment + other opportunities in South East Asia and India
$SB announces $0.05 dividend and repurchased 4.9 million shares, call at 10am New York
$CPLP Call at 9am for those who follow capitalpplp.irwebpage.com/webcast/2024_Q…
$RIG summarizes milestones in filing. Floater day-rates north of $500k✅ Backlog of $8.9 billion
QatarEnergy's monumental shipbuilding deal with CSSC: 18 LNG carriers worth $6 billion. These vessels, among the largest ever at 271,000 m3, are to be built at Hudong-Zhonghua Shipyard First eight QC-Max: 2028-2029 Remaining ten: 2030-2031 #LNG
Asia's LPG imports surge past naphtha, signaling a shift towards light crude processing and limiting the region's naphtha imports per Vortexa $BWLPG $NVGS $FRO
DOF Group secures Petrobras contracts worth $192m, extending backlog to 2028 at strong market rates. $DOFG.OL $PBR
Shelf Drilling secures $54 million contract for Shelf Drilling Fortress jack-up rig in the UK Continental Shelf. Duration: 400 days, starting August 2024. Rig: Friede & Goldman JU-3000N, built in 2014 $SHLF.OL
After discussions with Singaporean tax authorities and our accounting team, we have determined that Singapore provides strong support for alternative payment methods such as crypto currencies and gold. It looks like we're not so dependent on credit card processing after all!
Diana Shipping has entered into a time charter contract for a minimum of 10 months for one of its Panamax dry bulk vessels, the m/v Leto at a charter rate of $16,000 per day, minus a 5% commission $DSX
Höegh Autoliners ASA shares go ex-dividend today, April 29, 2024, at USD 0.5714 per share. Payment is expected around May 8, 2024 $HAUTO
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33K Followers 2K Following I tweet about ag markets: wheat, corn, Black Sea. The best Black Sea wheat crop forecaster in 2022, 20, 19, 17; agtech enthusiast; ultramarathon runner$PYPL Another great quarter! Grew TPV by 14% and operating margin expanded 85bps! Bought back 25mm shares which is close to 2.5%. Used $1.5bln of its $1.8bln in fcf in the quarter. That’s pretty aggressive and shows the company’s ability to return capital to shareholders
Great quarter by $PYPL! All in all numbers looked great for the fourth quarter. Grew TPV by 15% and operating margins were up close to 100bps. They accelerated growth! On the guidance they won’t include SBC after 1Q so the flat EPS is not apples to apples. Very cheap stock!
@MarhelmData In the end he surrendered. KYC remains ultimate top dog. OUR FOREFATHERS WOULD NOT STAND FOR THIS
@MarhelmData @Ultradeep3 I never entered any positions along the recommendations. I bought 100k shares of FRO at 7’ish and another 100k shares at 18’ish. No other tanker or shipping positions. But yes, I do commend the data from Marhelm. Great data !!
@YellowLabLife @calvinfroedge What's all this about employee welfare??? Calvin doesn't exist so that people who had other jobs before him could have their current one forever. It's HIS to do with as he pleases. The attitude so many are expressing, control over anothers property, is precisely why he nuked
@WTIBull Overall I am dissapointed in the new direction and think it will impede growth, but you are very wrong in saying “surrounded himself with 200-300 like-minded individuals that chided him” That is absolutely not what happens or how this went down. The vast majority disagree and…
@patrickbrun @MarhelmData They often don’t do formal addresses in Centroamérica Basically your address in 🇵🇦🇨🇷is a paragraph long discertation of how to find your place by landmarks Doesn’t compute well AML KYC 🤖 bots and makes for headaches obviamente
@joeriwestland @christankerfund Haha saw that. The Orcale of Oslo they call him haha
👀
Midsize tanker rates hinge on Suezmaxes, favored for European exports. Suezmax costs 46% of Aframax, making it economical. Rates peak in Jan and decline by April for US-UK and trans-Atlantic runs $DHT $INSW
@calvinfroedge @MarhelmData It’s just not the same.
@calvinfroedge I was expecting 90 years of shipping stuff, not 3!!!
@MarhelmData Sounds very bullish! And Odfjell trading at a big discount to peers.
@MarhelmData Where is that one guy whose entire personality is hating $GOGL
$GOGL $HSHP $GNK $2020.OL …
6 month total return in dry-bulk, got capes?
$VAR 🧐👀🛢
Vår Energi discovered oil at Ringhorne Nord in the North Sea while drilling with Odfjell Drilling’s Deepsea Yantai rig. Preliminary estimates suggest 2-3.7 million standard cubic metres of recoverable oil equivalent or 13-23 million barrels
🧐👀🚢 $GOGL $DNORD
6 month total return in dry-bulk, got capes?
India steel use outlook is to increase by 13% in 2024 building more cars and expanding it's infrastructure. That's going to increase oil demand as the country raises its standard of living. #CrudeOil #WTI
Steel consumption in India sees a robust 13% growth to 136 million tonnes in FY24, driven by automotive and infrastructure sectors. With increased demand and production, the country moves closer to achieving its steel manufacturing goals
Got $VAR.OL?
Vår Energi discovered oil at Ringhorne Nord in the North Sea while drilling with Odfjell Drilling’s Deepsea Yantai rig. Preliminary estimates suggest 2-3.7 million standard cubic metres of recoverable oil equivalent or 13-23 million barrels
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