Ourios Analytics @OuriosAnalytics

@simpelspekulant I'm quite optimistic for big vessels, but maybe you are right. Anyway, the fun part is that each one can make their own assumptions

Himalaya Shipping ($HSHP) will be traded on Euronext Oslo Børs ex cash distribution US$0.28 as from today, October 16, 2026. Right now is trading at $16.24, is it cheap or not? If you have a look to the screenshot, "with those rates", NAV is the biggest (2.90 for Q3/26 and 2.16 for Q4/26) in shipping, but wait... is a cash machine with a solid dividend yield around 18% for the next twelve months, and just around 5.7x Adj. PER, 6.5x Adj. EV/EBITDA and 4.7x P/FCF. Without a doubt, it’s one of our favorites, regardless of whether it’s a bit more expensive or cheaper. But the fun part is to make your own assumptions😉 and you can do it with our models , in a quick, easy and confortable way. You don’t need any experience working with models; you just have to change a few designated cells, and you’re all set. Get them in ouriosanalytics.com How do they work (example with DHT model)?: youtube.com/watch?v=3y2BcO… Youtube channel: youtube.com/@OuriosAnalyti… #shipping #shipping #drybulk $HSHP

@echk15y2 No, it's a very recent new 😅😉

International Seaways ($INSW) announced today that it plans to release third quarter 2026 results before market open on Thursday, November 5, 2026. Right now is trading at $113.11, is it cheap or not? If you have a look to the screenshot, "with those rates", NAV is around 1.69 for Q3/26, but around 15% dividend yield for the next twelve months, and around 6x Adj. PER, 5x Adj. EV/EBITDA and 5x P/FCF. But the fun part is to make your own assumptions😉 and you can do it with our models , in a quick, easy and confortable way. You don’t need any experience working with models; you just have to change a few designated cells, and you’re all set. Get them in ouriosanalytics.com How do they work (example with DHT model)?: youtube.com/watch?v=3y2BcO… Youtube channel: youtube.com/@OuriosAnalyti… #shipping #tankers $INSW

@ManihiB @shippingupmore just trying to be conservative when we model, but it´s just our opinion, each one can make his own assumptions😉

I don´t see 30% divi yield a stretch, but is just my opinion. What is great is that each one can do their own assumption in a very easy way, even if you have never used a model before. Exactly; the model is updated on an ongoing basis to account for dividend payments, but these are not deducted from the NAV until that point (approximately). The Q1 divi is higher than the Q4 divi because the model accounts for the cash outflow in Q1 based on the results from Q4. Consequently, the Q2 dividend payment will be derived from Q1 earnings, and so on. Regarding the ships—that’s correct—I have factored in the arrival of the "Nissos Vous," a new Suezmax. I set its arrival date for July 1st and assigned it 60 operational days. But the fun part is that it’s easy to make your own assumptions 😉. The model is designed for this.

Okeanis ($OET, $ECO) is trading at $95.98 right now, is it cheap or not? If you have a look to the screenshot, with those rates, NAV is around 1.50 right now, but around 30% dividend yield for the next twelve months, and just around 3x Adj. PER, Adj. EV/EBITDA and P/FCF. If you want to, just make your own assumptions with our models, in a quick, easy and confortable way 😉 Get them in ouriosanalytics.com How do they work (example with DHT model)?: youtube.com/watch?v=3y2BcO… Youtube channel: youtube.com/@OuriosAnalyti… #shipping #tankers

$DHT is trading at $25.15 right now, is it cheap or not? If you have a look to the screenshot, with those rates, NAV is around 1.00 right now, but nearly 30% dividend yield for the next twelve months, and around 3x Adj. PER, Adj. EV/EBITDA and P/FCF. If you want to, just make your own assumptions with our models, in a quick, easy and confortable way 😉 Get them in ouriosanalytics.com How do they work (example with DHT model)?: youtube.com/watch?v=3y2BcO… Youtube channel: youtube.com/@OuriosAnalyti… #shipping #tankers

$GNK results for the third quarter of 2026 on Thursday, November 4. Today $GNK is trading at $25.90 right now, is it cheap or not? If you have a look to the screenshot, with those rates, is around a 17.5% dividend yield for the next twelve months, and under 3x Adj. PER, Adj. EV/EBITDA and P/FCF. Also, we see it with a NAV discount around 4% right now for Q3, but near to 25% discount for Q2 2027. But, just make your own assumptions with our models, in a quick, easy and confortable way 😉 Get them in ouriosanalytics.com How they work (example with DHT model): youtube.com/watch?v=3y2BcO… Youtube channel: youtube.com/@OuriosAnalyti… #shipping

Genco´s results for the third quarter of 2026 on Thursday, November 4 $GNK

Monster vintage sales!!! 🔥🔥🔥 22yrs old VLCC, Suezmax and Aframax, sold for great prices. Who gives more? To put in context, Hydra, a 22 yrs old Japanese Aframax, has been sold for $51.5m, and was bought one year ago for around $20m (+157%). #tankers

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Josh showing us a VLCC in the middle of the Indian Ocean 😄😄😄🚢🚢🚢 #tankers

How to calculate Time Charter Equivalent (TCE) #shipping #timecharterequivalent #tce youtube.com/watch?v=Zry1Ml…

Understanding Tonne-Miles in shipping, a fundamental measure of maritime demand. youtube.com/watch?v=4cOJTo… #shipping #tonnemiles #tonmiles

Amazing business update of $DHT Even if we keep $225k per day for Q4 and being very conservative for Q1 and Q2 2027 (making assumptions of -10% QoQ), we are talking about a divi yield around 30% and adjusted PER and EV/EBITDA around 3x. At $24.64, I would say that $DHT is cheap imo #tankers