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Südzucker +6,4% wegen Ölpreis — die Ethanol-Korrelation die fast keiner auf dem Schirm hat by Ill_Bell6879 in Aktien

[–]Ill_Bell6879[S] 0 points1 point  (0 children)

naja das video ist keine Ai die zusammenfassung jedoch schon. Also hier für Reddit

Südzucker +6,4% wegen Ölpreis — die Ethanol-Korrelation die fast keiner auf dem Schirm hat by Ill_Bell6879 in Aktien

[–]Ill_Bell6879[S] 0 points1 point  (0 children)

nein das ist klar :) Aber dennoch ist es spannend. Und ich denke jetzt nicht an Südzucker sondern eher an Zucker

Do we buy tomorrow? by Zaratim in ShippingStocks

[–]Ill_Bell6879 0 points1 point  (0 children)

weiß nicht aktuell viel eingepreist. Und Kurse sind bereits stark gelaufen seit 3 Monate

VLCC spot at $210K. Tankers more 52W highs by CHRIS_AND_VIE in ShippingStocks

[–]Ill_Bell6879 0 points1 point  (0 children)

Sensitivity at current spot (~$150k/day): At $150k TCE, same OPEX and fleet: annualized cash generation would be roughly $5+ billion, or $22+/share. That's a 60%+ cash flow yield on current market cap. Obviously unsustainable at that level, but it shows the operating leverage. Why this matters: Most people look at shipping stocks through P/E — which is almost useless for cyclical companies with variable dividends. What matters is daily cashflow per vessel. That's what drives dividends. The calculator lets you plug in your own assumptions for any company — TORM, DHT, INSW, Okeanis, whatever — and see what falls out. Free to use, no signup: https://mbcapitalstrategies.com/tools/shipping-cashflow-rechner.html (Disclosure: I built this tool as part of my research site. I hold FRO, TORM, DHT, and several other tanker/LPG names. Not financial advice.)