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a******o
发帖数: 16625 | 2 我想知道哪家不是top tier的。
Essentially all petroleum marketers buy from whatever refineries are in
their area. Gasoline (and diesel and heating oil) are essentially regional
products because there is not a nationwide network to move refined product.
It is amusing to work at an oil terminal and see 6 or 7 differently branded
(Mobil, BP, Chevron, independents, etc) pull up and load up with exactly the
same gasoline. Amusing because they advertise so much to try to distinguish
themselves - "a tiger in the ... 阅读全帖 |
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o*******g
发帖数: 1300 | 3 All storage are out. So many big firms are arbitraging this containgo.
They even leased tankers to sit offshore just to store the oil. |
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m******t
发帖数: 2416 | 4
Everybody is doing that recently:
1. buy front month crude oil contracts,
2. take delivery,
3. put it in some super tanker floating around,
4. sell it the next month,
5. ...
6. profit! |
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n*********e
发帖数: 25274 | 5 还是请plumber来看看比较好,不会是个oil tanker吧? |
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c*****r
发帖数: 95 | 6 Before closing the escrow, I just learned the seller fixed a major toilet
tanker flooding last month. All the wood floor carpet are new, new painting.
They have insurance company repair report. But the price is as average. I
like the house, but now I don't know what to do. |
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m*****u
发帖数: 1342 | 7 It has to be a tanker. :-)
The problem for me was I knew the GC has $100 initial value, but with this $
75 limit (or software bug), the receipt shows something like $62.xx balance
after I filled about $12.xx gas. Gas is really cheap in my area. It's about
$1.40 per gallon. |
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e******l
发帖数: 1416 | 8 我们有３套，都混了，我也忘了当初的确切模样了，有可以DOWN图的地方吗？还是太简
单了，人家没有？
还有怎么我以前检便宜买的２套DUPLO人家网站上连产品都没有呀。去年从他们网站上
买的。5606 DUPLO CIRCUS
TRAIN and 5605 Duplo Octan Oil Tanker with Sound Batteries
真是跟着娃重新享受和学习一遍呀。很多东西小时候都没机会玩过呀。 |
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B******1
发帖数: 9094 | 9 I just heard an inspiring story yesterday from NPR -- Illegal Farm Worker Becomes Brain Surgeon.
Link:
http://www.npr.org/2011/12/05/143141876/illegal-farm-worker-bec
Immigration continues to spark intense and emotional political debates between people who favor expansive immigration policies and those who want more restrictions.
But what is often left out of the conversation is the experience of being in the middle space — between being legal and illegal. All this week Tell Me More will focus o... 阅读全帖 |
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m****i
发帖数: 1401 | 10 我们四岁，图书馆所有有关火车的书都借过不止一遍了，家里大大小小的火车加起来有
一两百个吧，周末所有活动都是围绕火车的，昨天问他妈妈节送给妈妈什么礼物，人家
毫不犹豫地说：tanker car. 因为他觉得那是天底下最好的东西。 |
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l**********2
发帖数: 197 | 11 发帖问一下，有谁认识旧船出售的人吗？我想买几条万吨级以上的油轮，
可以使散货船Bulk Vessel，油轮oil tanker和集装箱船container vessel
有认识出售的人可以站内联系，
谢谢 |
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N********n
发帖数: 8363 | 12 Crazy oil speculation sh*t, LOL. |
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f***3
发帖数: 92 | 16 that is abt 10 future contracts, no biggy |
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k********n
发帖数: 18523 | 17 yeah, lot of air tankers... |
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d***u
发帖数: 313 | 18 看来你是真不懂boeing公司和产品，就别提那个潜力了。所以你没有听说过boeing的最
新机型787(dreamliner)，
从你的帖子就知道你不知道为什么BA跌的原因，而且你也没看cnbc，所以稍微多讲点。
刚才除了rim的帖子问了实质问题，其余都不着四六。星期二，boeing在testing一架给
全日空（ANA）787的样机（za002)出了事故，导致ws猜疑787交货的延期。
和潜力股不潜力股有0相关性。现在光787的backorder850架（今后十几年的订单），一
架的单价大约2亿美元，现在还没有开始敛钱。
和煤球一样，BA也是抗us$贬值的股票（如果你不知道的话）。原因很简单，美元一低
，飞机就便宜，好卖。
boeing是美国融高科技，制造业,军用，民用，于一身独有无二的，在战时，和平时期
都能赚的公司。
去年写过一个科普的帖子，幸好股版给我留着，你先学习学习。这里只列举了民用客机
常识，还没包括，军用的导弹,卫星，fighters (f-18), helicopters (apache，
chinook，v-22), freighters (c-17，最近5亿卖给a... 阅读全帖 |
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l***n
发帖数: 812 | 19 Good news. I like the management swiftly change gears when the market is
weak.
On the positive note, more selling points to attract investors.
The downer? more debts!!! |
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l***n
发帖数: 812 | 20 I am more than happy to discuss any investment idea with you offline, i you
would like to talk further. :) |
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l***n
发帖数: 812 | 21 BDI指数和Drys股价之间关系不大，coeff小于0.2
Drys做长期合同，BDI只是spot market price。
我个人觉得market处于高点，对Drys的pressure很大。另外投资者对Drys进入Tanker的
不乐观，认为该Deleverage的时候却leverage。也有朋友说这是对管理层信息不足造成
的。 |
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l***n
发帖数: 812 | 22 拿合同当然是好事情，不过市场价位过高对high beta的股票都是压力，同时Drys最近
买tanker的计划如果实行，他们的debt也会有问题。
GS的analyst对Drys管理层带领公司度过经济低谷时期的领导力表示过怀疑。对管理层
的信心不足，债务加重，这些都会对股价有不利的影响。 |
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O****L
发帖数: 3353 | 23 kill the protesters by tanker! |
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a*******6
发帖数: 165 | 24 其实埃及的重要在于SUEZ运河的控制。如暴动引起失控，会造成世界各国石油短缺，运
输周期加长，运费大增，。。
但也有好的一面：1。海盗没了生意， 2。对 DRYS是利好，因为DRYS刚买了TANKER，3
。对油价上升好，4。对唯恐天下不乱的金银利好，。。。
怎么会不重要那？ 只是重要的东西不好意思说吧。 |
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l***n
发帖数: 812 | 25 Nope and FA takes a lot of time so i should give opinions if I don't follow
a stock.
as to drys, quite risky this year:
a new offering is very likely given its new strategy to tanker business but
I think it will wait till its drilling business gain a bit more traction.
so forget about long term, hold till either another drilling contract or
drilling IPO in Norway.
but you will be screwed hard if Drys decided to borrow more or issue more
stocks at low price.
investors have similar concern, hence ... 阅读全帖 |
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g********4
发帖数: 4959 | 26
Carlyle Group launches company that will buy shipping assets
The Carlyle Group said it was forming a company that will work to acquire
more than $5B in container, dry bulk, tanker vessels and other shipping
assets to capitalize on what it sees as increasing demand in the shipping
sector. Carlyle, which is partnering with several other entities to launch
the new company, said the venture would commence business immediately and
expects to deploy up to $900M in equity capital during the next five... 阅读全帖 |
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w*******y
发帖数: 60932 | 27 Boeing CFO: Company To Mull Dividend Boost, Buybacks In 2012
By Doug Cameron, Of DOW JONES NEWSWIRES
Boeing Co. (BA) will consider a dividend increase or share buyback next year
as the cash drain from its delayed aircraft programs starts to diminish, a
senior executive said Wednesday.
James Bell, chief financial officer, also said the company expects to make a
profit from a huge U.S. Air Force tanker contract despite claims from the
losing bidder that matching Boeing's offer would have left it n... 阅读全帖 |
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g**********7
发帖数: 2026 | 28 ibyan rebels say they have signed an oil contract with Qatar to export oil
from rebel-held territory.
"We are producing about 100,000 to 130,000 barrels a day, we can easily up
that to about 300,000 a day," rebel spokesman Ali Tarhouni told the
Associated Press.
He said that shipments of crude would start in "less than a week".
The rebels say their main concern is obtaining insurance for any tankers
taking oil from Libya.
Libya produces 1.6m barrels per day of oil but analysts believe this has
f... 阅读全帖 |
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R***a
发帖数: 2605 | 29 An article from tomorrow's WSJ... 19-Jan-12 09:16 pm
Gas Prices Could Rise With Exports
By TENNILLE TRACY
Increased exports of U.S. natural gas could drive up domestic gas prices as
much as 54% in 2018, federal officials said Thursday, in a projection that
could complicate efforts by more than a half-dozen companies hoping to spend
billions of dollars on new export terminals.
The estimate by the Energy Information Administration, which compared gas-
price projections in given years with a... 阅读全帖 |
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l********y
发帖数: 345 | 30 One is a rocket and the other is oil tanker. Market cap is working against
aapl in this. The best portfolio management strategy is probably buy aapl
leap calls and buy crazy rockets for swing trades. This way you capture
the best of both worlds.
★ 发自iPhone App: ChineseWeb - 中文网站浏览器 |
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L****n
发帖数: 12932 | 31 发信人: Lexian (蒙古大夫), 信区: Internal_Reward
标 题: bought in TNK today
发信站: BBS 未名空间站 (Mon Mar 26 21:41:30 2012, 美东)
several of the oil tanker all seems to run the same way: OSG，TNK, FRO. I
think the oil shipping rate is probably seen the bottom. |
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p*****t
发帖数: 3824 | 32 MSFT Microsoft
3.4
11/13 12/13 0.23 Yes 28.83 3.19%
LLY Eli Lilly
3.4
11/13 12/10 0.49 Yes 47.47 4.13%
ALE Allete, Inc.
3.4
11/13 12/1 0.46 Yes 40.14 4.58%
AIT Applied Industrial Technologies
3.4
11/13 11/30 0.21 Yes 39.45 2.13%
BMS Bemis Co.
3.4
11/13 12/3 0.25 Yes 33.01 3.03%
HFC HollyFrontier Corp
3.4
11/13 11/30 0.5 Yes 40.75 1.96%
HME ... 阅读全帖 |
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r***e
发帖数: 1840 | 33 They only did good at tanker. Everything else is bad. Bad management: bought
too many ships as well. |
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r*****t
发帖数: 7278 | 34 Apple Inc. AAPL 498.53 -3.83 (-0.76%) -1.00 498.53 (498.53
) -128.53 -25.78% +3.83 -25.78%
Barrick Gold Corp. (USA) ABX 19.58 +0.51 (2.67%)
Aluminum Corp. of China... ACH 8.68 +0.35 (4.20%) 1,000.00
7,750.00 8,680.00 +930.00 +12.00% +350.00 12.00%
ProShares Ultra Silver... AGQ 23.13 +0.17 (0.74%)
American Intl. Group Inc AIG 47.08 +0.36 (0.7... 阅读全帖 |
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s******v
发帖数: 4495 | 35 very nice tone. let's see what is market response.
We are very excited about the prospects of the shipping markets.Following a
period of oversupply the recent volatility in thetanker and drybulk sectors
is a clear sign of a balancedsupply-demand picture. Asset prices are rising
which is a strongindication of current market sentiment. We are optimistic
andexpect a sustainable recovery in 2014 and beyond."
"Currently Dryships has about 3,600 spot days in 2014 and 3,600spot days in
2015 for its cru... 阅读全帖 |
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b**u
发帖数: 579 | 37 NAT 可以留意下，如果能突破12附近的阻力位它就有爆发的动力了
非推荐 YMYD |
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b**u
发帖数: 579 | 38 NAT 可以留意下，如果能突破12附近的阻力位它就有爆发的动力了
非推荐 YMYD |
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m*****g
发帖数: 3029 | 41 1 US has crude export ban
2 dry shit has no crude tanker |
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p*****s
发帖数: 4393 | 43 不是业内的。。
FRO, TNK 应该都是吧。 之前做过TNK,就捡了几粒芝麻。 |
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k*********2
发帖数: 98 | 45 刚看到的消息，Saudi已经在也门开始air strike，美东时间7点开始的，得到美国支持
了。Saudi说有10个国家（包括一些海湾国家）参加联合空袭。Saudi和Iran在也门有很
大利益冲突，主要是Saudi说Iran支持Houthi rebels。这两个国家也是global crude
supply的焦点。还有也门控制的 oil chokepoint of Bab el-Mandad 主导很大一部分
中东到亚洲 非洲的海上石油运输 （crude tankers）。 Saudi肯定要争夺。WSJ刚刚说
WTI和Brent futures rallied after Saudi launched the air strike in Yemen. |
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k*********2
发帖数: 98 | 46 Saudi开始派地面部队，同时派海军对Bab el-Mandab海峡进行军事封锁。这个海峡
handle 3.4M bpd的crude tankers。是重要的oil chokepoint，Saudi和Iran必争之地
。同时联合国说Iran在核武器调查不合作，要block现在的和谈。看来美国现在和Saudi
一起针对伊朗。毛子乐了。 |
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j*****h
发帖数: 3292 | 47 赞！NEWL deal 的unnamed partner是不是168的penny stock 中国股神？
Magna’s biggest score came in 2013, when it helped a Greek shipping company
called Newlead avoid bankruptcy. The shipper, which once owned 15 tankers
and container ships, was down to four vessels. It had enough cash to cover
about a month of operating losses.
The deal had a twist. Instead of giving Newlead a loan, Magna paid some of
Newlead’s lenders for the right to collect its old debts. After Magna sued
Newlead to collect, the two companies... 阅读全帖 |
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c********a
发帖数: 111 | 48 wti的55和brent的60应该是目前的心理关口；wti花了俩月都没站稳60。
感觉这周的storage#的上升可能是个意外事件，有消息讲是因为上周被delay的
seaborne的oil tanker算到这周里面了。按照以前的数据看，storage#会差不多下降到
九月份。尤其是最近refinery margin这么高，refinery的设备利用率很高，库存应该
还会继续下降。
Greece那边无论是ja or oxi，估计还会不死不活地折腾下去。这种公投根本就不是一
个solution，而是一个bargaining chip。但美元在加息预期欧洲QE下本来就会缓慢走
强。
Iran deal那边现在不断传出积极的声音，估计还是会达成。到时候一看国会的
hardliner会不会放行，二看具体的sanction lift的细节和条件。 |
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c******n
发帖数: 5697 | 49 石油这种高投资性的行业趋势持久性太强了
从基本面来讲，既然巨额采开成本都已经投入了，自然把油井持续经营下去
页岩油开采成本最高，$70-80左右，这种油价不会有更多油井上架
现在是沙特阿拉伯扼杀美国页岩油业，很多要破产,新油架数量跌得一塌糊涂
从供给面来讲，其实短期油价是由原油储存量来讲的，Cushing Oklahoma的美国石油仓
库都满了，没地方放了，那些买石油的华尔街公司只能抛售。还有就是放到海上的
tanker里。这些船都是金融公司控制的，存在这些船上也不便宜。所以基本来讲华尔街
操盘手已经不愿意买石油了。这下好了，油价里面40%是金融界推上去的泡沫，这下彻
底破了
3 |
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e******e
发帖数: 10121 | 50 BA再没有消息就没有公司有好消息了，每天ba的消息不断。
BA tanker订单被套，但是销售能力惊人。光BA的commercial订单就接不过来，而且BA
的国防航空航天那块和LMT组合基本就无敌了。
美国今后会重新大力发展空间军事和超音速武器，为的是重启冷战把俄罗斯拖垮。俄罗
斯根本没有这个实力和美国再军事竞争。
当然所有行业都会在猛涨后回调，但是对于长期持有者来说基本不用太考虑。 |
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