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Ed Finley–Richardson
@ed_fin
More shipping → inquiries: 2con.tangotwitter@gmail.com
713 Following    60.2K Followers
@ed_fin btw look at how a Dry Bulk name was the best performer since Ed Fin noticed that absolutely no one cared about the category anymore. Himalaya $HSHP has outperformed the top VLCC names, even though the Hormuz shutdown happened 🤯
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Tonight, 18:00 @ The Dubliner Pub, Oslo 🍺 Casual meetup for anyone into investing, markets, shipping, offshore — good group of sharp people already. No registration, just show up.
$DHT big boi bull @ed_fin 11:42:09 🟢DHT Oct26 25.0C 6,500x @ $0.85 $552K $23.16 | Calls Bought In my Discord flow
Oaktree Capital’s $TRMD entry was characteristically impeccable... but its exit has been an unmitigated disaster. They forfeited 9 figures via appalling execution.
Let’s ride 🤩 P.S. Please keep the TRMD chartering team, guys 🙌🏻
This man’s brain has been on the verge of exploding from dividends since February 2022, and you priced the share block at that big of a discount? Wtf is wrong with you amateurs? We need the hungry 23 year old levered Norwegian bankers who drive Jaguars, not NY boomers
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“A voyage from Yanbu to Japan via Bab-al-Mandab takes 27 days, while a Sidi Kerir – Japan voyage exceeds 60 days when factoring in STS loading.”
@wdholland2003 It was indeed said. The "news" that Ukraine will stop bombing Russian refineries is bigger than Saudi shutting East West in today's market. Heating Oil (HO)/Diesel today
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VLCC “TINA 5” (built 2002 Hyundai, 316k dwt) was recently reported sold for demolition. She used to do lots of sanctioned Venezuelan cargoes. Surprise! She is now reported sold for onwards trade, for $55M. IMO # 9237761. Unsanctioned vessel.
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Investors, every time there is even a 2% dip in Okeanis:
To celebrate 60,000 followers, new profile photo 🥳 “The secret of business is to know something that nobody else knows.” — Aristotle Onassis 🇬🇷
Projection for global refining supply (226-29). Notice Chinese additions (green) versus subtractions (red).
If you are into Tanker (on any level) and don’t subscribe to Ed’s work, you’re missing out. This is a “no brainer”.
Enjoying all the hot takes from the new horde of overnight Houthi / Yemen experts 🙏🏻
My newest article on what to expect from $ECO re: Q3 earnings. You might be surprised. Link in profile. 🫡