Golar LNG. “There is an option for a 2nd vessel and should a contract be won on that vessel as well, the price could be in the $70s at least (...) all of that could happen in the next 12-months.” Last close: $37.50/sh. Lots of conspicuous call buying last week. https://t.co/2njyWZrKpe
With only one day left in September, Containers and Dry Bulk both having strong months. Top 1 month gains: $ZIM +21% $NMM +20% $HSHP +12% $SBLK +12% $CMRE +11% CMRE is the only one I didn’t own in Sept.
$GLNG weekly ⬆️ Clean bullish engulfing 52wk high volume breakout follow through demand. https://t.co/MVpo5OciF5














The Capesize index has surpassed $30,000, reaching 30,598, an increase of 908 points. This marks a significant milestone in the shipping industry, with companies such as Navios Maritime Partners ($NMM), Star Bulk Carriers ($SBLK), and Golden Ocean Group ($GOGL) seeing notable impacts. Additionally, container freight futures have risen by approximately 8% across all contracts, benefiting companies like ZIM Integrated Shipping Services ($ZIM), Hapag-Lloyd ($HLAG), and Maersk ($MAERSK). Both $NMM and Golar LNG ($GLNG) have achieved new 52-week highs, with $GLNG also reaching a new 9+ year high and experiencing a 4% increase. The month of September has been strong for the shipping sector, with $ZIM (+21%), $NMM (+20%), and $HSHP (+12%) showing significant gains. Golar LNG is also seeing bullish positioning and volume accumulation, with potential for further contract wins and price increases in the coming year.