Jul. 1 at 1:12 PM
Hormuz unresolved, Brent near
$73, and a tanker name with its model score rising from 39 to 44 on shifted news sentiment: DHT
$DHT is the kind of setup worth tracking when the market is visibly not pricing a crude tail risk. The model rates it HOLD, so this is a sentiment-and-macro read rather than a valuation argument. The invalidation is straightforward: a genuine Hormuz resolution collapses the freight-rate premium and this setup unwinds quickly.
