Støtten holder fint idag. Hvis Dnb treffer med sine estimater, skal 2020 Bulkers dele ut ca kr 52 i utbytte pr aksje de neste 2 årene. Dagens kurs kr 85,70

Første utbytte på plass

20.09.2022, 08:12:40

2020 Bulkers Ltd. (2020) - Ex cash distribution US$0.06 today

The shares in 2020 Bulkers Ltd. will be traded ex cash distribution US$0.06 as from today, 20.09.2022.

https://newsweb.oslobors.no/message/571594

Hvis Cleaves får rett blir utbyttet enda mye høyere. De spår over 100% bare i 2023 og 2024.

Sjefen sjøl er også veldig optimistisk: https://www.finansavisen.no/nyheter/shipping/2022/09/15/7929970/shipping-topper-oyner-comeback-i-torrlast

Dette smaker fugl:

Sep
11575 +1000
Oct
19250 +3000
Q4
18100 +2184
Q1
8250 +625
Cal23
13700 +550

Jeg har flere lodd i 2020 Bulkers og utbytte har kommet hver måned en stund nå ...

Jeg er mer enn happy med 20-30% utbytte de neste par årene, så alt over det er bare et pluss 😜 Har du vært aksjonær her lenge?

Jeg har stort sett vært aksjonær det siste året.

Ratene øker kraftig igjen, så ser bra ut dette. Enig? Lagrene til Kina på malm er lave, og de må fylles opp. Vet bare ikke når, men det er kanskje det vi ser i rate oppgangen nå?

Ser spennende ut dette:
"The capesize bulker spot market reached its highest point in seven weeks after making a leap on Tuesday that analysts tied to iron ore exports picking up out of Brazil and Australia.

The Baltic Exchange’s Capesize 5TC, a spot-rate average across five key routes, jumped 31.3% on Tuesday to $16,540 per day, marking the highest average since 2 August when the figure came in at $16,347 per day.

“Iron ore exports have surged over the last week, with Australian shipments up by 18% week on week to 18.9m tonnes, while Brazilian shipments increased by 11% to 7.2m tonnes,” Clarksons Securities analyst Frode Morkedal wrote in a note on Tuesday.

“Steel output is rising, with daily steel output increasing by 3.3% in the first 10 days of September compared to the end of August, and rebar inventories are decreasing.”

The average spot rate for a roundtrip voyage on the C10 route between Australia and Asia leapt 55.7% to $19,577 per day on Tuesday to attain a three-month high since registering $16,675 per day on 21 June.

A round trip on the C14 route between Brazil and China also saw a huge gain on Tuesday, skyrocketing 26.9% to $16,300 per day.
https://www.tradewindsnews.com/bulkers/capesize-bulkers-hit-seven-week-high-as-iron-ore-exports-surge/2-1-1303582

Stadig flere som uttaler seg optimistisk om cape nå. https://www.tradewindsnews.com/bulkers/capesize-bulkers-will-come-back-as-china-gets-economy-moving-again-genco-chief-says/2-1-1304484

22.09.2022, 14:51:09

2020 Bulkers Ltd. (2020) - Conversion of index-linked charter hire for Bulk Sao Paulo

Oslo, Norway, September 22, 2022

2020 Bulkers has today converted the index-linked charter for Bulk Sao Paulo
into fixed rate charter at US$16,146 per day, gross, for the period from October
1, 2022, until March 31, 2023. In addition, the vessel will still earn a premium
related to the fuel cost savings from the scrubbers.

https://newsweb.oslobors.no/message/571830

Kult, trodde ikke jeg skulle få fylt opp enda mer ved støtten på kr 85 etter aksjen gikk ex utbytte 😅

Da har støtten på kr 85 blitt testet igjen med hell. Er dette tidenes inngang etter fallet?

19.12.2022 15:13:10
2020 Bulkers Ltd. (2020): Mandatory notification of trade

Vidar Hasund, Chief Financial Officer of 2020 Bulkers Management AS, has on December 19, 2022, bought 12 000 shares in 2020 Bulkers Ltd. at a price of NOK 87,50 per share. Following the transaction, Vidar Hasund owns 15 000 shares and 75,000 share options in 2020 Bulkers Ltd.

Nei, i dag er tidenes inngang :)