Rime

Shipping

BWLPG

BW LPG Limited

75highRanked #2Held

Current positions

StrategyWeightMarket valueUnrealised P&L
AI Concentrated20.00%200 132 NOK0 NOK+0.00%
AI Equal Weight7.14%71 330 NOK5 180 NOK+7.83%
AI Momentum10.01%98 232 NOK−306 648 NOK−75.74%

Score history

11 entries
6540May 09May 13May 18May 22May 25
DateScoreRankConfidenceThesis
25. mai 2026752highExceptional +22.9% 20d return, at 85% of range, and +7.7% above MA signal a powerful LPG shipping cycle rally, though high Vol (20.9%) warrants caution.
22. mai 2026609mediumBW LPG offers an attractive dividend yield and benefits from firm LPG freight rates, though the fleet renewal programme adds capex uncertainty and spot rate volatility remains elevated.
21. mai 20265910mediumBW LPG benefits from resilient LPG shipping demand and fleet optionality via dual-fuel propulsion, though softening VLGC freight rates and Middle East supply uncertainty introduce near-term noise.
20. mai 20265510mediumBW LPG benefits from structurally firm LPG shipping rates and a strong dividend policy, but spot rate softness in recent weeks and fleet oversupply concerns temper near-term enthusiasm.
18. mai 20266110mediumBW LPG benefits from healthy LPG freight rates driven by U.S. propane export volumes and Middle East supply, though fleet age dynamics and potential rate softening in H2 2026 temper the outlook.
15. mai 20265810mediumBW LPG is supported by firm LPG freight rates and attractive dividend yield, though fleet oversupply concerns and seasonal softness in the coming weeks temper enthusiasm.
14. mai 20265512mediumBW LPG benefits from resilient LPG shipping demand tied to US propane exports, but spot rate volatility and fleet overcapacity risk in H2 2026 create a balanced risk-reward profile.
13. mai 20265510mediumBW LPG benefits from resilient LPG shipping rates supported by US propane export volumes, though fleet oversupply risk and spot rate volatility limit upside conviction over the next month.
12. mai 20265512mediumBW LPG benefits from solid LPG shipping demand driven by US propane exports and Asian petrochemical appetite, but spot rate volatility and fleet oversupply risk temper conviction to a moderate level.
11. mai 20265810mediumBW LPG benefits from healthy LPG trade flows and a strong balance sheet with substantial shareholder returns, though spot VLGC rates have softened from 2025 peaks, capping near-term upside.
9. mai 202628LPG shipping rates cyclically elevated but mean-reverting. Spot exposure high; limited forward contract coverage adds earnings volatility.

Trades

12 trades
DateStrategyDirectionSharesPriceNet amountRationale
25. mai 2026AI Concentratedbuy1198 460 NOK198 559 NOK

Score 75 — Exceptional +22.9% 20d return, at 85% of range, and +7.7% above MA signal a powerful LPG shipping cycle rally, though high Vol (20.9%) warrants caution.

25. mai 2026AI Momentumbuy143210 NOK30 046 NOK

Score 75 — Exceptional +22.9% 20d return, at 85% of range, and +7.7% above MA signal a powerful LPG shipping cycle rally, though high Vol (20.9%) warrants caution.

22. mai 2026AI Momentumbuy8206 NOK1 646 NOK

Score 60 — BW LPG offers an attractive dividend yield and benefits from firm LPG freight rates, though the fleet renewal programme adds capex uncertainty and spot rate volatility remains elevated.

21. mai 2026AI Momentumbuy9200 NOK1 805 NOK

Score 59 — BW LPG benefits from resilient LPG shipping demand and fleet optionality via dual-fuel propulsion, though softening VLGC freight rates and Middle East supply uncertainty introduce near-term noise.

20. mai 2026AI Momentumsell18195 NOK3 512 NOK

Score 55 — reducing weight (rebalance)

18. mai 2026AI Momentumbuy13189 NOK2 465 NOK

Score 61 — BW LPG benefits from healthy LPG freight rates driven by U.S. propane export volumes and Middle East supply, though fleet age dynamics and potential rate softening in H2 2026 temper the outlook.

15. mai 2026AI Momentumbuy16189 NOK3 033 NOK

Score 58 — BW LPG is supported by firm LPG freight rates and attractive dividend yield, though fleet oversupply concerns and seasonal softness in the coming weeks temper enthusiasm.

14. mai 2026AI Momentumsell31191 NOK5 925 NOK

Score 55 — reducing weight (rebalance)

13. mai 2026AI Momentumbuy178188 NOK33 425 NOK

Score 60 — BW LPG is supported by structurally elevated LPG shipping demand from US export growth, though spot VLGC rate volatility and fleet oversupply concerns introduce short-term uncertainty.

12. mai 2026AI Equal Weightbuy3189 NOK568 NOK

Score 60 — BW LPG is supported by structurally elevated LPG shipping demand from US export growth, though spot VLGC rate volatility and fleet oversupply concerns introduce short-term uncertainty.

11. mai 2026AI Equal Weightbuy170 077 NOK70 112 NOK

Score 60 — BW LPG is supported by structurally elevated LPG shipping demand from US export growth, though spot VLGC rate volatility and fleet oversupply concerns introduce short-term uncertainty.

9. mai 2026AI Momentumbuy135 309 NOK35 326 NOK