FRO Frontline Ltd

$FRO will make $60 per soon Oil Shipping will not normalize until 2028…..big profits/dividends for DHT FRO and others

$FRO Highly leverageable stock of shipping company Frontline PLC one of my favourite plays here with geopolitical tensions looking set to escalate into and after the midterms. Got nice gap to fill on the chart as well. In for a sizeable position here under 51 mark 📈 >>>

$FRO The combination of these developments points toward continued volatility and upward pressure on global oil prices, as persistent Middle East supply constraints and winter demand collide with aggressive U.S. efforts to leverage alternative crude source. 1. Trump’s Rejection of the Strait of Hormuz (SOH) Deal 2. The Onset of Winter Demand 3 China Ramping Up Oil Imports 4. Libya Supply Reduction 5. Growing global hostilties …the perfect storm.

Since September 28 after Trump rejecting the cease fire proposal, the Strait of Hormuz has seen a rapid escalation of tanker attacks by roughly 1.5 per day. At least 12 tanker vessels have been confirmed hit. Yesterday, October 4: 2 tankers were reported struck. And today, UKMTO has reported another tanker hit, with a fire in the engine room. This is becoming a major risk for oil transportation, tanker rates and war-risk insurance. Watchlist: $FRO $STNG $BWET $TNK $INSW. Source: UKMTO

$FRO FYI Between 45 to 50 percent of FRO stock is held by insiders….no wonder dividend payouts are so good !

Two more tanker attacks in the Gulf in just 48 hours. This is a total of 14 since Trump rejected ceasefire back in September. These past 2 attackers are more serious than the last few. Oct. 6: Panama-flagged tanker On Peace was struck by a projectile near the Strait of Hormuz. 12 of 19 crew were injured, including 11 Indian nationals. The vessel caught fire and injured crew were evacuated to Oman. (MarketScreener) Oct. 7: Another tanker, north of Qatar, reported being hit by multiple projectiles. Casualties have been reported, but the number has not yet been released. Authorities are investigating. (Anadolu Ajansı) This adds to a rapidly escalating shipping-risk environment. Watch: $FRO $STNG $DHT $TNK $BWET Higher tanker rates, war-risk insurance, rerouting, slower exports and potentially higher oil prices could follow if attacks continue. Sources: Reuters, UKMTO

$FRO management re-emphasized an informal baseline rule to keep approximately 30% to 33% (one-third) of total fleet days locked into term time-charters. This includes the recent 1-year to 3-year term fixes secured at premium rates ($75,000–$120,000/day). This baseline acts as an internal hedge to ensure steady cash flows that comfortably exceed Frontline's lean average fleet cash breakeven rate of $24,300 per day. The remaining 67% to 70% of the Q4 fleet capacity is intentionally left unbooked and completely open to ride the spot market. Historically, Frontline prefers to keep the vast majority of its modern, scrubber-fitted fleet exposed to the spot market during peak autumn and winter seasonal demand. Given the current closure of the Strait of Hormuz and massive geopolitical disruptions, keeping over two-thirds of the fleet open positions FRO to capture the astronomical daily spot spikes (which analysts project could average close to or exceed $200,000 per day!

This weekend, Trump rejected Iran’s latest proposal, calling it insufficient. According to reports, he expects U.S. bombing to hit harder after the November midterm elections, while senior officials have discussed potentially intensifying military action with new technology. (Source: Reuters) Iran’s military has warned it is prepared for renewed U.S. attacks & could respond with different tactics and technologies. The key economic pressure point remains the Strait of Hormuz. Prolonged disruption could keep pressure on oil supplies, tanker availability, freight rates and war-risk insurance costs. Oil Stock watchlist: $FRO, $BWET, $DHT, $INSW, $TNK. The longer Hormuz remains disrupted, the more important tanker capacity, freight rates & insurance costs become for global energy markets.

$FRO I literally bought this today because people don't know what dividend pay outs do to stocks. I also added $USO because people don't know about contract rolls. We're still so early aren't we?

$FRO $DHT Pressure on crude and refined fuels is set to intensify and it could take up to two years to refill global stockpiles drawn down during the Iran war, Saudi Aramco CEO Amin Nasser warned Monday. “Until Hormuz fully re-opens and confidence returns, the crude reality is that pressure at both ends of the barrel will intensify – even then, replenishing inventories while meeting demand could take up to two years,” Nasser told the Energy Intelligence Forum in London.

$FRO I just looked at the 1 month chart. Looks like a pretty good cup formation. Form the handle then maybe up it goes.

Frontline is an $11.5B company now, after a 131% run over 12 months. Right now it's an 18 on the Quality Score, Excellent, #41 of 3,283. $FRO

$FRO The war premium is not sitting in the barrel. It is sitting in the boat. Saudi Aramco just cut its November selling price to Asia to the widest discount since June 2020, per Reuters. Arab Light at a 5 per barrel discount to the Oman/Dubai average, down 3 from October, when a Reuters survey had expected a price hike. The reason is the freight bill. A VLCC from the Gulf to China now charters around 1.2 million per day, per LSEG data, versus about 80 thousand a year ago. Freight now adds roughly 33 per barrel to the delivered cost, per Poten and Partners, up from 1.73 in January. The barrels are still moving. Middle East crude exports have run back to around pre-war levels in recent weeks, per Reuters, as ship-to-ship operations near capacity limits, per Kpler. What is not moving cheaply is the ship. Frontline, the largest listed pure-play crude tanker owner, reported a record 659 million net profit for Q2. That quarter's VLCC rates were a fraction of where fixtures sit now.

$FRO SOOO….Middle East oil exports are recovering toward pre-war levels, but soaring freight costs, tanker shortages and disruption around key shipping routes are keeping pressure on the market……That is the story for next year

Very interesting W bearish Shooter bar on $FRO The headlines are scary and my interpretation here is that reality is probably not that bad and longs are taking profits. Follow the market or you'll end up like Randolph & Mortimer Duke...

🟢 $FRO 49C Oct 16 💰 $129,600 premium 💵 $5.4/contract 📊 7.5x Vol/OI 📍 Spot $54.33 💰 Large premium | 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

$FRO is on fire Huge call buyers are all over it, around that half-year report and special dividend Looks like they're riding this 12% weekly rally instead of fading it Call flow is super one-sided, 100% of today's ~$8M in premium came from $2.7M Jan 2027 $32 ITM call blocks at the ask on InsiderFinance Plus, lots of October 49 to 55 call buys Institutions seem to be betting on more upside, not just hedging FRO's up 12.45% in 5 days, but only +0.67% today Trend's strong but watch out, might be time to think about call spreads or smaller plays instead

$FRO Frontline sits in the same Hormuz-exposed tanker trade as $INSW, but with Brent at $105.77 and the strait still a live risk corridor, the question is whether crude transit fear is already in the price rather than still building. The tanker trade broadly is showing exhaustion signals in today's data, and a name with significant Hormuz route exposure carries both the upside of continued disruption premium and the downside of a swift unwind if a ceasefire holds. Comparing FRO to INSW: if INSW has absorbed more of the recent rally, FRO could be the relative laggard with a tighter risk profile, but neither leg is a clean entry while the macro resolution is this open-ended.

🟢 $FRO 50C Oct 16 💰 $61,500 premium 💵 $4.1/contract 📊 0.6x Vol/OI 📍 Spot $53.92 🚨 Repeat sweep 🌊 Dark Flow | Options Flow