LoginSignup
immagine del profilo
N
@Khlmysee
1Anno·

News and stuff...

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

13.01
TORM logo
TORM
Acquistato x114 a 21,76 €
2480,64 €
10
11 Commenti
immagine del profilo
K@TechNav
1Anno
You like the dividends admit it 😅
•
5
•
immagine del profilo
N@Khlmysee
1Anno
@TechNav Here it is a combination of share price gains and dividends. 😬
••
immagine del profilo
Kevin@swissky
1Anno
@Khlmysee they are even better than my $ICAD dividends. Take them in right away🥰
••
immagine del profilo
Moritz@leveragegrinding
1Anno
What are the associated messages?
•
3
•
immagine del profilo
N@Khlmysee
1Anno
@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.
•
3
•
immagine del profilo
Jo'@Jo_Wolf
1Anno
Good choice !

$INSW is a good play too 🫡
•
1
•
immagine del profilo
N@Khlmysee
1Anno
@Jo_Wolf got 9 different values within the vlcc segment. 😬
•
1
•
immagine del profilo
N@Khlmysee
1Anno
@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)
•
1
•
immagine del profilo
Jo'@Jo_Wolf
1Anno
@Khlmysee 2024 have been hard but 2025 might bring some happiness to the tanker part of your portfolio !
••
immagine del profilo
Dividendenopi👴@Dividendenopi
1Anno
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.
•
1
•
immagine del profilo
Sebastian@Baso
1Anno
Am also in
••
Partecipa alla conversazione
IscrivitiAccesso