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  • Seven Oil Tanker Stocks That May Get Beaten Up by OPEC [View article]
    Hi
    Just a quick note,when you leave out a major component of this sector which is Oil ship Bulkering,Such as what Shell and others are trying to do.
    Buy oil at todays ,Possible low prices,..And place into OIL Tanker ships and Sell into market,in next 6 motnhs or so.
    That Creates a lack of ships to ship oil or bulker oil vs Demand.
    Thoughts on this with a proposed OPEC Cut.?
    Thoughts on How many Ships Bulkered vs how many can be used spot,Time charter..?
    Those Factors are what will Determine on a more Fundamental..not a Trading perspective of the aforementioned Oil A Shipping stocks.

    Like to hear anyone's blog here about that/Those scenarios so We can then Value the oils shippers on a more P/E Valuation of The real Supply/Demand Scenaio.
    Happy Trails.
    Dec 12 09:40 am |Rating: +1 0 |Link to Comment
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