$LPG

Dorian LPG

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$LPG

Dorian LPG

Past 12mo:11mentions1voices

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All voices10 calls since Jun 2025show all

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Frequently asked

Who mentions $LPG most on Surfaced?

@marhelmdata (Marhelm) mentions $LPG most — 11 mentions in the past 12 months.

When was $LPG first mentioned on Surfaced?

The earliest tracked mention of $LPG in the Surfaced archive was on Jun 13, 2025.

How many voices track $LPG?

1 FinTwit voice has mentioned $LPG 11 times in the past 12 months.

What kind of voices mention $LPG most?

$LPG is mentioned most by Long Research voices on Surfaced.

Recent calls

10 calls

@marhelmdataFeb 10, 2026 · 2:29 PM

VLGC demand surges: Middle East spot fixtures hit $88,000/day as LPG carriers remain hot. Forward deals hint rates may ease soon. $LPG $BWLPG

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@marhelmdataFeb 5, 2026 · 5:59 PM

Dorian LPG is a yield monster. $50,333/day TCE, $1.11 EPS, $0.70 div. 17 straight irregular dividends, $960m cash back since IPO. VLGC supply is barely growing (only 2 deliveries in Q4) while demand stays hot. Rates do the talking. $LPG

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@marhelmdataFeb 4, 2026 · 1:18 PM

VLGCs steady at ~$70,000/day; 2026 ~$55,000/day, 2027 ~$40,000/day. Iran-US tensions could push 7.7% of global LPG exports (~15% VLGC fleet) into compliant trade, tightening supply. $BWLPG set to ramp up fully in 2026, with big dividends expected over the next two quarters. $LPG

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@marhelmdataJan 6, 2026 · 9:57 AM

Pareto upgrades Dorian LPG to Buy from Hold, raising the target to $31 (from $30). A strong start to 2026 for VLGCs, with $70,000/day rates, implies a Q1 EPS of approximately $2.0, driven by swollen US propane inventories. $LPG

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@marhelmdataOct 10, 2025 · 12:31 PM

LPG stocks face rough seas ahead. A wave of newbuilds from 2026 is set to pressure VLGC rates, with $BWLPG and $LPG feeling the squeeze.

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@marhelmdataSep 23, 2025 · 12:03 PM

Chinese-built VLGCs are dodging looming US port fees, with brokers noting ~10% of the fleet steering clear as Atlantic tonnage tightens. $BWLPG $LPG

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@marhelmdataAug 19, 2025 · 5:47 PM

India’s LPG imports hit record highs (927kbd in Aug) as subsidies & Diwali prep drive demand. Expect tighter VLGC tonnage & rate spikes Sept-Nov. $BWLPG $LPG

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@marhelmdataAug 8, 2025 · 7:00 PM

ABG: With arbitrage opportunities supporting rates at today's levels, we think the rate development should remain stable in the coming months, and that VLGC stocks offer god risk/reward. $LPG $BWLPG.OL

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@marhelmdataJul 25, 2025 · 4:37 PM

VLGC Spot rates surge: Saudi-Japan runs hit $70,000/day (+8% in a week), Houston-Japan at $66,000/day (+5%). Strong demand keeps Asia & US chartering firm. $BWLPG $LPG

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@marhelmdataJun 13, 2025 · 4:36 PM

VLGC Spot rates sour Houston to Chiba route hits $51,300/day, up 15% since May. Driven by strong US export demand and favourable propane pricing. Tight vessel availability and Panama canal delays further boost earnings. $LPG $BWLPG

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