The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Thursday Apr 09, 2020
Thursday Apr 09, 2020
J Mintzmyer speaks with Euronav Hugo de Stoop as part of Value Investor's Edge's COVID 19 / Oil Price War Forum. While shipping is in turmoil, oil tankers like Euronav are very nicely positioned. The two discuss the outlook for the months ahead. Topics Covered 2:15 minute mark - How is COVID-19 impacting the crude tanker markets and EURN? 4:45 -How has the oil price war shifted the market- How is EURN positioned? 8:00 - Is this market surge different than last fall with COSCO? 13:00 - Only a few fixtures so far this week, more expected soon? 14:00 - IMO 2020 update, any shift in strategy? 19:45 - Any plans to load up more VLSFO to hedge lower fuel costs? 23:00 -The other ULCC on a new storage contract? Other storage requests? 27:30 - How do the recent resales fit into your fleet and IMO strategy? 31:00 - Any near-term supply risks or overhang on orders? 36:00 - Has your capital allocation strategy shifted at all this year? 40:30 - How to differentiate between vessel acquisitions and repurchases? 43:30 - Clarification on lock-out timing- delay to 1 Apr? Annual meeting vote? 50:30 - Any shift to your views on leverage? Still ample capacity?
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