Feb. 25 at 9:17 AM
$AMC ALL 👀 on
$DHT $50 trgt nxt 2-3 weeks
The 10% global tariff is a massive EPS engine for DHT. While the market panics, tankers profit and why
$DHT is the ultimate buy right now:
🔹 THE TONNE-MILE EXPLOSION: Tariffs force oil to take longer, circuitous routes. This shrinks the global fleet supply. Rates are skyrocketing because ships are at sea longer.
🔹 RED HOT RATES: VLCC spot fixtures just crossed
$200K/day. DHT just locked in the "DHT Redwood" at
$105,000/day for a year. Their breakeven? Only
$18,300. The profit margin is surgical.
🔹 DIVIDEND MONSTER: 100% net income payout policy. Q4 dividend was
$0.41 (nearly 10% yield). With current
$100K+ rates, the next payout will be a blowout special.
🔹 SUPPLY CRUNCH: Zero new ships hitting the water while demand spikes to front-run the next tariff hike.
Chaos = Cash for Tankers. DHT is a pure-play VLCC machine capturing 100% of this rally.
#DHT #VLCC #Tankers #Dividends #StockMarket #Bullish #PassiveIncome #Oil 📈🔥🚀🤑🚢💎🙌💰
