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International Seaways, Inc. (INSW)

NYSE - NYSE Delayed Price. Currency in USD
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16.42+0.48 (+3.01%)
At close: 4:00PM EDT
16.42 +0.02 (0.12%)
After hours: 04:01PM EDT
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  • M
    Marc
    insw invested in short term with fusion... i strongly believe in future cash-flow from long term FSO (with euronav) and the new vlcc (shell time chartered). In fact, the older ships could still realize losses in coming year... but lot of this losses are just amortizations and do not drain cash. Selling part of this fleet could reveal the real cash generation of this company... Finally, i believe that Nav value of 2B$ is rather correct evaluation... a substantial part is hidden in mentioned long-term cash generation. Renewal of the fleet for crude is rather problematic... Smaller ships will probably gradually replace the VLCCs as big slots will go to other big ships, all to be replaced by fuel concerns...but crude will shrink faster than fleet...so, no use for more newbuildings: this will not reach market before 2025 and shrinking of crude market will be on the way..
    I think cash will contribute to generous distributions and bying own shares... far below NAV!
    Bullish
  • B
    Brian
    33 percent book. loads of cash... buy it.
  • A
    Augustine
    I think today's selloff is related to the $DSSI merger. People waking up to a new ticker in their account. "What's this shhhhht?"
  • A
    Anonymous
    The special $1.25 dividend to insw shareholders prior to merger really screwed the dssi shareholders. That is a big part of drop today since dividend reduces equity
  • B
    Brian
    share holder friendly...
  • Y
    Yahoo Finance Insights
    International Seaways is down 6.56% to 16.31
  • Y
    Yahoo Finance Insights
    International Seaways is down 6.74% to 17.02
  • G
    GM
    $NAT conversation
    Tanker stocks at crossroads: Will looming unwind of floating storage sink equities or will 2021 rate hopes + ‘Fed backstop/COVID is over’ (ir?)rational exuberance on Wall Street save the day? See FreightWaves story for latest data on storage, rates, OPEC compliance, etc: $NAT $EURN $FRO $INSW $STNG $DHT $TNK https://www.freightwaves.com/tanker-stocks-eke-out-more-gains
    Banner day on Wall Street buoys tanker names as pressure builds.
    Banner day on Wall Street buoys tanker names as pressure builds.
    www.freightwaves.com
  • G
    GM
    $DHT conversation
    Crude/product tanker owners reporting enormous quarterly profits this week. Simultaneously, investors are dumping tanker stocks. See new FW story for details on what’s going on + latest analyst commentary: $DHT $EURN $INSW $FRO $NAT $STNG $ASC $TNP $NNA https://www.freightwaves.com/news/investors-dump-tanker-stocks-just-as-tanker-profits-soar
    Public tanker owners post impressive earnings on an ugly day for tanker stocks.
    Public tanker owners post impressive earnings on an ugly day for tanker stocks.
    www.freightwaves.com
  • B
    Brian
    $EURN conversation
    $EURN earning tomorrow. Own most vessels and undervalued oil tanker company. It will bring more positive sign for oil tanker industry. Stay strong $EURN $DHT $INSW $FRO $NAT $STNG $ASC $TNP $NNA
  • G
    GM
    $NAT conversation
    Tanker rates surprisingly resilient. One reason: negative vessel supply effect of drawdown of intentional floating storage is (so far) largely being offset by new unintentional floating storage due to escalating China congestion. See new FreightWaves story including data from VesselsValue and Kpler: $NAT $DHT $EURN $FRO $TOPS $STNG $ASC $INSW $TNK $TNP https://www.freightwaves.com/news/china-congestion-and-stubborn-storage-buoy-tanker-rates
    Most floating storage has yet to be unloaded while delays in China are mounting.
    Most floating storage has yet to be unloaded while delays in China are mounting.
    www.freightwaves.com
  • A
    A
    $TNP conversation
    Ticker Earnings Date (all the stocks that have earning dates this week are up!)
    $DHT 5/5/20
    $STNG 5/6/20
    $INSW 5/7/20
    $EURN 5/7/20
    $DSSI 5/8/20
    $FRO 5/14/20
    $NAT 5/22/20
    $TNK 5/22/20
    $TNP 6/4/20 or 5/22/20?
    Bullish
  • A
    A
    $FRO conversation
    $FRO coming next week! What a beautiful green day, finally! The true investors who saw *red* the past week &more), I stand with you!

    Forgive me if my values are not 100% correct, the point is ALL POSITIVE GREEN.

    Ticker Date Q1 EPS Dividends
    $ASC 5/5/20 0.20 EPS 0.00
    $DHT 5/5/20 0.44 EPS 0.00
    $STNG 5/6/20 0.82 EPS 0.10
    $NNA 5/6/20 0.94 EPS 0.30
    $INSW 5/7/20 1.12 EPS 0.00
    $EURN 5/7/20 1.05 EPS 1.10
    $DSSI 5/8/20
    $FRO 5/14/20
    $NAT 5/18/20 0.14
    $TNK 5/22/20
    $TNP 6/4/20
  • G
    GM
    $NAT conversation
    Analysts/shipping execs comment on retail investor surge. One analyst’s theory: $NAT outperformed $DHT $EURN $FRO because institutional funds don’t like NAT but do buy VLCC owners and when rates spiked and retail jumped in, institutions sold/took profits on VLCC names but weren’t there to dampen NAT. See new FreightWaves coverage here: $INSW $DSSI $TNK $STNG https://www.freightwaves.com/news/robinhood-effect-spread-unevenly-across-tanker-stocks
    Institutional sellers offset retail buyers of supertanker stocks.
    Institutional sellers offset retail buyers of supertanker stocks.
    www.freightwaves.com
  • E
    Edgar
    $DHT conversation
    Cred: @JHannisdahl (twitter)
    Most significant #oil #tanker #shipping spot movements:

    #VLCC +120% to $1k/d
    #Suezmax +38% to $17k/d
    #LR2 +32% to $21k/d

    Suez blockage positive for Suez & Afras (LR2s) in Med, & potentially Vs for AG/Eur via Cape

    #OOTT $ADSC $DHT $EURN $FRO $HAFNIA $HUNT $INSW $NAT $OET $TNK
  • G
    GM
    $EURN conversation
    Floating storage is far from dead in the water. Still building, should still be building into at least next month, then 6-12 months to unwind and get all tankers back to regular trading. See FreightWaves article RE: latest CEO comments, including $EURN and $INSW call quotes: $DHT $FRO $NAT $STNG $ASC $DHT https://www.freightwaves.com/news/floating-storage-is-far-from-dead-in-the-water
    There’s still too much oil in the world and tankers are still filling up with the overflow.
    There’s still too much oil in the world and tankers are still filling up with the overflow.
    www.freightwaves.com
  • G
    GM
    $XOM conversation
    RE: crude tanker equity spike coinciding with historic negative WTI including new post-market-close analyst commentary. More investors convinced in the floating storage thesis (and resultant tanker rate support) in wake of ongoing crude market collapse. $NAT $DHT $EURN $STNG $INSW $DSSI $FRO https://www.freightwaves.com/news/tanker-stocks-surge-as-global-oil-market-collapses
    U.S.-listed tanker stocks boast double-digit gains on historically awful day for crude-oil pricing.
    U.S.-listed tanker stocks boast double-digit gains on historically awful day for crude-oil pricing.
    www.freightwaves.com
  • G
    GM
    $DHT conversation
    Tanker stocks suffering from concerns over future inventory drawdown and the oil rises = sell tankers algorithm. New report from Webber Research highlights a longer-term investment thesis: tankers stocks as coronavirus relapse hedge. See new FW article on the report. $FRO $EURN $DHT $INSW $NAT $STNG $ASC $TNK $TK $TNP $XOM https://www.freightwaves.com/news/tanker-stocks-could-emerge-as-covid-19-relapse-hedge
    Shipping analyst Michael Webber sees tanker-stock upside if coronavirus recovery falters.
    Shipping analyst Michael Webber sees tanker-stock upside if coronavirus recovery falters.
    www.freightwaves.com
  • G
    GM
    $FRO conversation
    Earlier this year, CEO of $FRO bet analyst that VLCC tanker rates would not fall back to $20,000-30,000/day by end-3Q. If CEO loses, he promises to walk 300 miles between Bergen and Oslo. It increasingly looks like he may need a new pair of Nikes. See FreightWaves story here: $EURN $DHT $INSW $NAT $STNG $ASC https://www.freightwaves.com/news/tanker-pitch-goes-back-to-basics-as-floating-storage-fades
    Tanker owners increasingly point to upside to come after floating storage unloads.
    Tanker owners increasingly point to upside to come after floating storage unloads.
    www.freightwaves.com