1Wk·

News and stuff...

N · 2025-01-13T16:09:19.299405Z

Auf Grund der aktuellen geopolitischen Lage, muss ich mich eigentlich nicht weiter erklären. 😬

Due to the current geopolitical situation, I don't really need to explain myself any further. 😬

13.01

TORM

Bought x114 at €21.76

€2,480.64

11 Comments

K@TechNav

1Wk

You like the dividends admit it 😅

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N@Khlmysee

1Wk

@TechNav Here it is a combination of share price gains and dividends. 😬

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Kevin@swissky

1Wk

@Khlmysee they are even better than my $ICAD dividends. Take them in right away🥰

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Moritz@leveragegrinding

1Wk

What are the associated messages?

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N@Khlmysee

1Wk

@leveragegrinding The purchase of TORM is based on the current market situation in the tanker market, which is characterized by the recent OFAC sanctions against 75% of the Russian Aframax grey fleet. These sanctions have severely restricted the availability of Aframax tankers, which is driving up freight rates for compliant vessels. At the same time, many LR2 tankers are switching to the crude oil trade ('dirty trades') in order to benefit from the higher rates, which further depletes the LR fleet.

TORM is particularly well positioned as it owns a large LR2 fleet and benefits directly from these market changes. The company also offers an exceptionally high dividend yield (~28%), making it attractive for both short-term capital gains and long-term income.

I have diversified accordingly by buying a total of 9 stocks in this segment and am pursuing a comprehensive strategy with exits and partial sales of some stocks.

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Jo'@Jo_Wolf

1Wk

Good choice !

$INSW is a good play too 🫡

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N@Khlmysee

1Wk

@Jo_Wolf got 9 different values within the vlcc segment. 😬

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N@Khlmysee

1Wk

@Jo_Wolf Scorpio Tankers (STNG), TORM (TRMD), Teekay Tankers (TNK), International Seaways (INSW), DHT Holdings (DHT), Frontline (FRO), Euronav (EURN), Hafnia (HAFN), Okeanis Eco Tankers (ECO)

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Jo'@Jo_Wolf

1Wk

@Khlmysee 2024 have been hard but 2025 might bring some happiness to the tanker part of your portfolio !

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Dividendenopi👴@Dividendenopi

1Wk

Welcome to the club 😎 I joined last week at 19.68 with a medium position. On the one hand clearly because of the dividends, but I see it similarly to you.

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Sebastian@Baso

1Wk

Am also in

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