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Non-Tech
Shipping - Oil & Gas Tankers, Dry cargo, LNG
An SI Board Since January 2007
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Emcee:  The Barracuda™ Type:  Moderated
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2792PSHG and RUBI look undervalued vs. their NAV. Just a FYI.rdkflorida2-June 23
2791buy shipyardsThe Barracuda™1May 22
2790PSHG has one of the youngest fleets right now. Three more new ones coming in thrdkflorida21May 22
2789FWIW...??? [X] 50% of the global tanker fleet is now over 15 years old. OrderDinoNavarre-May 22
2788Finally, VG is running upstreamonline.comThe Barracuda™-May 12
2787Earnings probably a good number [X] #LNG-powered bulker owner Himalaya ShippiThe Barracuda™-May 11
2786Himalaya Shipping a leveraged play ? [graphic]The Barracuda™-May 11
2785Interesting [graphic] [graphic]The Barracuda™-May 11
2784I purchased some Himalaya last week for the monthly dividend (return of capital)Logain Ablar-May 11
2783[X] Total seaborne crude -6.8m bpd (-16%) vs pre-Hormuz; VLCC cargo -8.1m bpd (DinoNavarre2May 9
2782[X] 🗣️ Newbuild Korean VLCC (320k dwt), 2026 build fixed on T/C for 1y @ $121,DinoNavarre-May 8
2781The Yanks are coming --Japan televising arrival of US crude [X] US crude oil aThe Barracuda™1April 26
2780Why I like VG. VG is 30-40% merchant trading Current Price Reality (as ofThe Barracuda™2April 26
2779Let’s go VG [X] LNG freight just went vertical: Atlantic +$116,500 → $278,25The Barracuda™3April 24
2778Yeah, RUBI hasn't worked out, and I deep-sixed it at a loss. The PSHG tradePaul Senior-April 24
2777And what about RUBI? It's literally gone straight down since you mentioned inicewatch-April 24
2776PSHG>>>PPS is priced "well" below NAV. I just bought at $1.7rdkflorida2-April 23
2775Uh oh [X] Audio of the Indian oil tanker Sanmar Herald pleading with Iranian fThe Barracuda™-April 18
2774[X] VLCC ordering hits record highs: ~125 vessels ordered in Q4 2025–Q1 2026, bDinoNavarre-April 13
2773[X] If this is true & the Houthis are starting to attack ships in the Red Sea, DinoNavarre2April 13
2772[X] Pareto notes that April may possibly be the best month ever for Clean TankeDinoNavarre-April 10
2771Excellent shipping podcast open.spotify.comThe Barracuda™-April 5
2770Go Canada [X] $HAFN LR2/Afra fixed to do Canada/China by Rongsheng for $5.75mThe Barracuda™-April 3
2769RUBI closed in the 58s... cents, not dollars. With no sense at all. Are you stilnicewatch-March 26
2768Nat gas Henry hub is about $ 3 ; in Japan $20.50 LNG is going to move eastThe Barracuda™-March 26
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