Flex LNG $FLNG posted second-quarter results that included a special dividend (on top of an 8% yield) and reinforced the company's position as one of the safest dividend stocks out there: seekingalpha.com/article/453689…

Important update for anyone concerned about $DAC or others seeing their earnings collapse soon. #ChartersForYears

Ever since I joined a Seeking Alpha conference back in 2015, I have been a big fan of this platform. For retail investors it's often difficult to get access to equity research. This is especially the case in US where equity researc…lnkd.in/dgpq-NdZ lnkd.in/drQezz5A

A very kind shoutout from the CEO of Flex LNG about my most recent article, many thanks!

Emergency Exit Depends what day and for what duration. Most consistently bullish public one is $DAC. Should be no secret…

Hopefully folks can understand the significance of this update from $GSL... seekingalpha.com/pr/18920903-gl…

Several weeks in the making - my extensive write-up on Excelerate Energy $EE; an outgrowth of my #LNG coverage that began with $FLNG (also selected by Seeking Alpha as an Editors' Pick) seekingalpha.com/article/453768…

On a day when the market was broadly down, $DAC was up strongly on strong volume by more than 6%. Proves that shipping isn't irreconcilable caught up in the bearishness of the market. And perhaps Danaos is also using its buyback program. Even $ZIM was *down* more than 6.5% today

$MPCC fixes a 2010 2k TUE feeder (small ship) for 2 years at $42k/day. #Container lessors are still able to fix very impressive charters. With current valuations, any charter at this point really derisks the value a lot. $MPCC $DAC $GSL $ESEA $CMRE tradewindsnews.com/containerships…

A quick update on Global Ship Lease $GSL in light of its new charters; the company has an 8% yield that isn't in danger of being cut -- something rarely said in shipping: seekingalpha.com/article/453931…

Sold out! There are more or less no more LNG ships available this winter. This is very much reflected by the Fearnleys rate assesment today. In FLEX LNG we have 12 out of 13 ships on long term charters but one ship on index linked to spot rates. I have s…lnkd.in/dKDFyKgn

Did anyone else wonder why Sigma Lithium jumped 10%+ on Monday? Me too. I think it has to do with Tesla's renewed interest in lithium refining: $TSLA $LAC $SGML seekingalpha.com/article/454111…

After the rupture of the Nord Stream pipelines, record high LNG vessel charters and new contracts, energy security is still a high priority in Europe: that makes Excelerate Energy attractive even as energy has become the worst-performing stock sector $EE seekingalpha.com/article/454396…

Europe rush to secure gas sparks record high LNG ship rates 🚢📈 💰 The cost to charter an LNG ship in the Atlantic jumped to $397,500/day, according to Spark Commodities. That's a ~500% increase year-to-date ⚠️ Lack of ships is latest challenge for buyers bloomberg.com/news/articles/…

Joeri Ivan Alexander Larse Alexander Stahel 🌻 That escalated quickly. A joke on Twitter about the short position became a one page story in the Norwegian finance paper with the title “Goes on counteroffensive against US shorters” - Surely need to drop more jokes here going forward😂

Is $ZIM Integrated still a buy after the stock has cratered 50% in the past two months? The macroeconomic situation isn't looking great but the valuation is low... #shipping seekingalpha.com/article/454689…

$LAC $LAC:CA - Lithium Americas: Thacker Pass Approved, Now Look South For Production. seekingalpha.com/article/457605… #stocks #economy #trading

Lithium Americas' Thacker Pass site was finally approved to begin construction today after a long court case, here's my takeaway and thoughts on the future of $LAC: seekingalpha.com/article/457605… #Lithium #ThackerPass