Mar. 18 at 1:52 AM
$DHT
Thanks to @spodero for this one, as it was new to me: https://app.tankersinternational.com/
There's two fixtures on there that are above
$400K. Since they're both from before the start of the war, they likely do encompass passage of the Strait of Hormuz. These alone already amount to
$0.30 per share in profits, and that's for just 102 of the roughly 2000 revenue days per quarter. Any new fixtures that now involve the passage into the Persian Gulf will likely be way higher, even with escorts.
To give you an idea, if the entire fleet manages to average around
$200K, we could be looking at a Q2 dividend of
$2. I wouldn't count on Q1 numbers to be too far up from last quarter, as the high rate fixtures are just beginning to trickle in and almost half of the Q1 booking had already been done by mid-January. My guess for Q1 EPS would be somewhere around
$0.50. We'll likely get a business update in mid-April regarding Q1 and the days of Q2 booked by then, which should draw a clear and juicy picture.
