KUTT OG KJØP
ArcticPodden1 Des 2023

KUTT OG KJØP

Markedet er skeptisk til hvor reelt det forlengede og økte produksjonskuttet fra OPEC+ faktisk er. For tankmarkedet er lavere volum fra OPEC i utgangspunktet negativt, men økt produksjon andre steder har gitt og gir lengre seilingsdistanser. Arctics shipping-analytikere har kuttet kraftig i rateanslagene for 2024, men lave inntjeningsmultipler frem i tid, god direkteavkastning, lite tilbud av ny tonnasje og oppside på skipsverdiene gjør at de er positive til tanksektoren.

Episoder(189)

How do you secure the future AND preserve the past? Just ask SIKRI!

How do you secure the future AND preserve the past? Just ask SIKRI!

SIKRI is digitalizing the public sector.. AND preventing illicit work via digital transparency! Hear how CEO Nicolay Moulin started Sikri as a spin-off and is on track for the first billion of revenues!

26 Nov 202133min

Put your money where your fingerprint is!

Put your money where your fingerprint is!

Contactless cards will dominate payment ecosystem for next decade. Hear why former fund manager Marianne Bøe believes IDEX BIOMETRICS (where she is EVP IR) is really going to have its break-through NOW!

19 Nov 202122min

From red socialist to green capitalist.

From red socialist to green capitalist.

Erik Solheim, former UN Environment Director and RED socialist party leader goes GREEN in the Arctic Podcast! Hear how Solheim believes business will help solve the climate crisis, and why he chose to work with MORROW Batteries and Aker Horizons.

12 Nov 202138min

Does 2020Bulkers have 2020 vision?

Does 2020Bulkers have 2020 vision?

Magnus Halvorsen explaines why 2020 Bulkers is not buying any new ships, paying all profits out in dividends, and why «Gaute Bulkers» ain't never gonna happen?

5 Nov 202137min

Vaccibody is no “one drug wonder”

Vaccibody is no “one drug wonder”

Vaccibody CEO Michael Engsig runs a biotech PLATFORM company. What does that mean, and does the world really need a new covid vaccine?

29 Okt 202135min

From listed to sold in 48 hours!

From listed to sold in 48 hours!

Shafi Adan is the founder of solgt.no aiming to digitalize the last analog market: real estate!

22 Okt 202128min

From the tiniest of particles comes an entire universe of possibilities.

From the tiniest of particles comes an entire universe of possibilities.

TEKNA provides tiny powder to large customers and have even BIGGER ambitions. Tekna Chairman Morten Henriksen on why when it comes to microelectronics, there is no such thing as "too small".

15 Okt 202134min

The comeback kid! Western Bulk relists on Oslo Stock Exchange.

The comeback kid! Western Bulk relists on Oslo Stock Exchange.

Western Bulk CEO Hans Aasnes runs a super-profitable shipping company without ships! He labels himself as a shipping CEO, but NOT a "shipping man". But in his heart he is a combination of a farmer and risk manager!

8 Okt 202125min

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