Member Info for Aishford

Miti1000
The CEO august comments on the market going forward are correct - its has all the signs of being very very strong rates for tankers for next 2/3 yrs - the lack of new building orders and the transfer of tonnage to the dark market market for which these ship owners are paying on the Sand P incredible rates for old tonnage and in return will put more pressure on the market
Le Barone comments i find helpful- was not aware licenses re the new trading desk and seems to ask the right questions
Yes i agree the shares are very undervalue and should be well above 400 -i also believe the S&P
have been active
Look forward to the next update

Hi Miti 1000
To get a general feel on the tanker/shipping mrkt try the following tradewindsnews.com splash247.com and the excellent lng prime.com this should give a feel of the market

Le BARONE
Happy New Year
HI like the way you write to the point
Just a couple points
The Florida brokerage as said before i believe will be a good deal -they are niche brokers well respected and income for 23 should be a lot higher and the same for 24
I believe you may be over thinking Madrid shop - they are class brokers and should be able start straight away and able to create a decent income stream
The problem with all brokerage shops today is trying to get quality brokers - the ones that can produce - on a regular basis that is easier said than done and maybe thats the reason they have in the past over paid but feel the recent deals are more in line with the market

Hi - i am a retired partner of a large shipbroking shop-had been tanker broker for more than 40 yrs and my ex business colleagues keep me well informed - i specialised in the russian crude mrkt - and we all waiting to see what happens to cpp market after the 5 th feb - the tanker market has all the signs of being a record yr and the tanker brokerage income for most shops will be mostly likely be double if not even higher - and next few yrs could also be very positive
Regards

Le-Barone-missed your 2nd note re american brokerage house- the returns for sure for the yr 2022will be much higher and the the prospects for the next couple of years look excellent-in my opinion that is a good buy and have a deep knowledge of the tanker market- hey time will tell

LE-BARONE Aways interested in reading * your comments on the platforms etc- this is not my field -but would be like hear your views on the expansion on the brokering side into spain the buying of American brokerage

I agree with your comments- Braemar are in the position to expand further by buying into class shipbrokers and this is the only way forward and close the gap with Clarkson- since my last comments the tanker markets gone further up - maybe the shares will respond - they should

Braemar shares may have fallen back even after the excellent update-for the record the tanker market has gone even higher and could go further - the S&P still very active and dry could start to improve-with the dollar pound at very favourable rates cannot see the downside -

Le -Barone -your comments noted but back in the real world tanker and s&p market are booming and the the lng market rates are unbelievable - sure that Braemar will produce excellents results and we will see this in the november updates

Not

Interesting times ahead - tanker mrkt has taken off - with excellent prospects for next 2/ 3 yrs specially with very low order book - S&P active and Braemar very active in both markets - those who are selling have no idea on the returns that can be made and thats before the dollar pound exchange rate

None of those reasons-they are becoming pure shipbrokers the out look for the business is excellent with the drycargo and s&p both being very firm - the tanker side the spot market at present very poor but should start to pick up end yr/ erly 2022 - they have T/C cover - i am buyer