Longswing
Posted - 3 minutes from now
$LPG Donald Trump is targeting the Panama Canal to reduce rates for passage! You know he’s been talking to big oil and gas.. This week, The BLPG1 Ras Tanura–Chiba route recorded a gain of $3.084, closing the week at $62.667. This continued its recent upward trend, with TCE earnings rising to $45,216 per day.
Longswing
Posted - 1 day ago
$LPG BLPG rates and futures have been on a steady appreciation. That should bode well for Dorian.
WTLF
Posted - 2 days ago
$LPG Welcome to Black Friday... VLGC operators may be closing a lot lower here today despite the defensive buying by institutional longs over the past several sessions... We'll see...
UncleStock
Posted - 2 days ago
$INSW $HDSN $LPG $MPTI suggested for Industrials - value screen: https://zpr.io/tX2376nqcH4g
WTLF
Posted - 2 days ago
$LPG Every bag holder should consider themselves duly warned from this point forward... The LPG s--- show is not over... You've been warned...
WTLF
Posted - 2 days ago
$LPG Let me know if you long losers need another reality check... I'm here to talk 24/7/365... Just reach out... 😂
WTLF
Posted - 2 days ago
$LPG More downside is coming... Forward divs are eventually returning to a level previously valued at an NAV of $18...
WTLF
Posted - 2 days ago
$LPG If LPG is such a great value, why aren't insiders loading-up here...???
WTLF
Posted - 2 days ago
$LPG The most depressing aspect of this situation for bag holders is that we're about to enter a sizable market correction (crash?), during which VLGC operators are going to get hammered even harder..
WTLF
Posted - 2 days ago
$LPG You can literally smell the fear here among the longs... They know their thesis is broken, but are still clinging to the desperate hope that this will stop dropping sometime soon... Just because a stock has dropped by 50% in 6 months doesn't mean it can't drop another 20% over the next two...
WTLF
Posted - 2 days ago
$LPG The current special div rate of $4 per year is going to drop to at least $3.20 in 2025, probably down to $2.80...
Longswing
Posted - 2 days ago
@koen388 That’s what happens when he blocks you. $LPG
MoMoneyMoProbs13
Posted - 3 days ago
$LPG I really don't think the dividend will be cut. A few reasons... CEO holds 2 million shares and I think he wants to continue receiving that cash. TO that point, Dorian has a great cash balance with plenty of cushion. They also said on their conference call that they have 40% of bookings for this final quarter of 2024 above the $40k TCE rates, which they paid the dividend during Q3 when they had final TCE rates at $37k. This makes me think they will keep the divy. Huge buying opportunity because rates have already started to turn last week. $OKLO $F
koen388
Posted - 3 days ago
$LPG is this a pivot? :D
WTLF
Posted - 3 days ago
$LPG Every bag holder should consider themselves duly warned from this point forward... The LPG s--- show is not over... You've been warned...
WTLF
Posted - 3 days ago
$LPG Let me know if you need another reality check koen the loser... I'm here to talk 24/7/365... Just reach out... 😂
WTLF
Posted - 3 days ago
$LPG More downside is coming... Forward divs are returning to a level previously valued at an NAV of $18...
WTLF
Posted - 3 days ago
$LPG If LPG is such a great value, why aren't insiders loading-up here...???
WTLF
Posted - 3 days ago
$LPG The most depressing aspect of this situation for bag holders is that we're about to enter a sizable market correction (crash?), during which VLGC operators are going to get hammered even harder..
WTLF
Posted - 3 days ago
$LPG You can literally smell the fear here among the longs... They know their thesis is broken, but are still clinging to the desperate hope that this will stop dropping sometime soon... Just because a stock has dropped by 50% in 6 months doesn't mean it can't drop another 20% over the next two...
WTLF
Posted - 3 days ago
$LPG The current special div rate of $4 per year is going to drop to at least $3.20 in 2025, probably down to $2.80...
WTLF
Posted - 3 days ago
$LPG I'm not ready to over-pay for assets with +30 days of massive geopolitical risk unwind bearing down on them... Once Iran is neutralized and Red Sea routes return to normal, only then will valuations normalize and form a real-world base... Pulling the trigger here is a fools errand.. Bearish
WTLF
Posted - 3 days ago
$LPG This is what happens when disconnected losers lacking the intellectual capacity to form a single idea in support of their positions feel the need to criticize others who actually have analysis and perspectives that actually add value to a forum... Sorry koen the loser, but until you have something to bring to the table other than mindless drool, you're just another loser here... Ouch...
koen388
Posted - 4 days ago
$LPG Oh wow we have a new spammer on the board
WTLF
Posted - 4 days ago
$LPG More downside is coming... Forward divs are returning to a level previously valued at an NAV of $18...
WTLF
Posted - 4 days ago
$LPG Another day, another 2% loss... LPG just broke below $23 again and it's headed back to 52 WL at $22.46... So much for the recent DCB... Ouch...
WTLF
Posted - 4 days ago
$LPG If LPG is such a great value, why aren't insiders loading-up here...???
WTLF
Posted - 4 days ago
$LPG The most depressing aspect of this situation for bag holders is that we're about to enter a sizable market correction (crash?), during which VLGC operators are going to get hammered even harder...
WTLF
Posted - 4 days ago
$LPG You can literally smell the fear here among the longs... They know their thesis is broken, but are still clinging to the desperate hope that this will stop dropping sometime soon... Just because a stock has dropped by 50% in 6 months doesn't mean it can't drop another 20% over the next two...
WTLF
Posted - 4 days ago
$LPG The current special div rate of $4 per year is going to drop to at least $3.20 in 2025, probably down to $2.80...