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We have updated our #shipping models with our Top Picks for September!
Our portfolios continued with very strong returns after a tremendous July, ending August up 4-7% 🤩!
Our YTD performance remains stellar 💪 with Speculative at +59.7% and Value +49.0%, compared to the Russell at +17.7%.
Join VIE with access to all our research and model portfolios, 20% off the first year.
seekingalpha.com/affiliate_l…
21
4,850
$CMDB just reported Q3 results
Adjusted EPS of $0.51
Net cash up to $142M
Entered into a number of refinancings
5
1,272
$TNK reported Q3 last night
Adj EPS $5.60
Q4 TCE guidance:
Suezmax at $272,000
Aframax at $208,000
1
5
1,296
Okeanis just delivered a tremendous Q3 with a $7.00 dividend and $7.67 EPS.
$ECO
Q4 $ECO guidance:
In Q4 2026 to date: on the VLCC fleet 48% of the available spot days have been booked at an average TCE rate of $688,800 per day and 87% of operating days have been booked at an average TCE rate of $430,300; on the Suezmax fleet 60% of available spot and operating days have been booked at an average TCE rate of $410,900.
$HSHP released their Q3 results and October update.
TCE Of $50,900 and 20 cent dividend for October
1
22
1,644
$DHT slide updates
Both DHT Jaguar and Panther have started their 3 year time charters.
We have added enhanced Vessel Tracker search and filter controls for all crude and product tankers covered by VIE on our website!
You can see the current shipping routes with their approximate rates.
Try out VIE with 20% off the first year!
seekingalpha.com/affiliate_l…
$GSL Q3:
Quarterly dividend raised to $0.6875
$2.75 Adj EPS
Backlog now at $3.4B
