Edit: tankers are falling despite good earnings, so I have no idea what to look at if fundamentals dont matter… yet again
Hopefully this is some sort of market manipulation for whales to get in at a good price?
Still need to do real DD. As you know, I’m already invested in “dumb money” NAT, so I’m requesting these for future opportunities. I don’t think the oil conundrum is going to be over anytime soon. At first glance was thinking EURN
ATSG because air freight costs have also increased, and they just beat their earnings forecast big time
@phildawson
Hey buddy,
In case you are interested, Euronav published an excellent report on pretty much how the tanker industry works and its key driving factors. Great read