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Re: jf Stay away from FRO. Better companies are DHT or Euronav. SeekingAlpha has good material: Frontline: Short The Rally And Buy DHT Holdings The article is from May, but still valid. Also read the Q2 cc transcript DHT will have 14 ships with scrubbers, 12 retrofitted and 2 new. Ships without scrubbers will have to buy more expensive fuel. |
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