Oil prices have suffered over the past year primarily as a result of global oversupply. This trend, however, is positively affecting key players within the oil management supply-chain, such as tankers and oil transportation companies, and could boost the stock prices of the companies on our list today.
The Ubika Gold 20 Index (UG20) surged 13.1% this month outperforming both the TSX Gold Index and the gold price, which gained 7.4% and 2.8%, respectively. Over the past 52-weeks, the UG20 is closest to seeing green, dropping a mere 1.7% versus gold’s drop of 8.7% and TSX Gold Index’s decline of 10.8%. SEMAFO Inc. (TSX: SMF) was the top-performing component company this month, climbing 22%.
Ship Finance International Ltd. (NYSE: SFL) – $14.19
Oil & Gas Transportation Services
Ship Finance International Limited is an international ship owning and chartering company engaged primarily in the ownership and operation of vessels and offshore related assets, and is also involved in the charter, purchase and sale of assets. The Company operates through subsidiaries, partnerships and branches located in Bermuda, Cyprus, Malta, Liberia, Norway, Singapore, the United Kingdom and the Marshall Islands. The Company’s assets consist of approximately 19 oil tankers, 14 drybulk carriers, 17 container vessels, two car carriers, two jack-up drilling rigs, three ultra-deepwater drilling units, six offshore supply vessels and two chemical tankers.
-
Market Cap: $1,948,768,730
-
Revenue (LTM, USD): $353,945,000
-
Operating Income (LTM, USD): $133,106,000.00
-
Price Change (52 weeks): 0.3%
Nordic American Tanker Ltd. (NYSE: NAT) – $13.43
Marine Freight & Logistics
Nordic American Tankers Limited (NAT) is an international tanker company that owns approximately 24 Suezmax crude oil tankers, two of which are newbuildings averaging approximately 156,000 deadweight tonnage (dwt) each. The Company’s subsidiaries include Scandic American Shipping Ltd. (Scandic) and Orion Tankers Ltd (Orion). The Company’s Suezmax tankers are interchangeable assets within the Orion Tankers pool.
-
Market Cap: $1,694,070,256
-
Revenue (LTM, USD): $452,200,000
-
Operating Income (LTM, USD): $97,017,000.00
-
Price Change (52 weeks): 14.2%
Scorpio Tankers Inc. (NYSE: STNG) – $5.69
Scorpio Tankers Inc. is a provider of seaborne transportation of refined petroleum products and crude oil to the international shipping markets. The Company’s fleet consists of 66 wholly owned tankers (10 LR2 tankers, two LR1 tankers, 15 Handymax tankers and 39 MR tankers) with a weighted average age of approximately 1.1 years and 20 time chartered-in tankers, which it operate (seven Handymax tankers, three MR tankers, five LR1 tankers and five LR2 tankers). The Company’s total oil tanker fleet (crude, products and product/chemical tankers) consisted of 3,138 ships with a combined capacity of 407 million deadweight tonnage.
-
Market Cap: $1,542,782,672
-
Revenue (LTM, USD): $703,000,000
-
Operating Income (LTM, USD): $261,200,000.00
-
Price Change (52 weeks): -29.5%
DHT Holdings Inc. (NYSE: DHT) – $5.80
Marine Freight & Logistics
DHT Holdings, Inc. (DHT) is engaged in the ownership and operation of a fleet of crude oil carriers. The Company’s fleet consists of eighteen crude oil tankers in operation, of which all are wholly owned by the Company. Nine of its eighteen vessels in operation are on charters for periods of up to six and half years, of which eight vessels are on fixed rate charter and one vessel is on a charter with earnings related to an index.
-
Market Cap: $843,478,540
-
Revenue (LTM, USD): $343,320,000
-
Operating Income (LTM, USD): $135,120,000.00
-
Price Change (52 weeks): -29.6%
DISCLAIMER The Content contained on this page (including any facts, views, opinions, recommendations, description of, or references to, products or securities) made available by SmallCapPower/Ubika Research is for information purposes only and is not tailored to the needs or circumstances of any particular person. Any mention of a particular security is merely a general discussion of the merits and risks associated there with and is not to be used or construed as an offer to sell, a solicitation of an offer to buy, or an endorsement, recommendation, or sponsorship of any entity or security by SmallCapPower/Ubika Research. The Reader should apply his/her own judgment in making any use of any Content, including, without limitation, the use of any information contained therein as the basis for any conclusions. The Reader bears responsibility for his/her own investment research and decisions. Before making any investment decision, it is strongly recommended that you seek outside advice from a qualified investment advisor. SmallCapPower/Ubika Research does not provide or guarantee any financial, legal, tax, or accounting advice or advice regarding the suitability, profitability, or potential value of any particular investment, security, or information source.
