Amaro Camatti

I like boats

[rubicon59 @rubicon59]

#SKHynix is still 30%-50% cheaper than the other memory names, while the business is as good or better. Plus, a US IPO next month.

[zerohedge @zerohedge]

*KUWAIT STARTS RAMPING UP OIL OUTPUT, TO TOP 2M B/D IN A WEEK

[KKGB @INArteCarloDoss]

The neocon idiots trying to portray this defeat as a Trump capitulation are losing sight of the fact that this was first and foremost a military defeat, and the responsibility lies with the zionist lobby, Netanyahu / his Likud freaks and the Pentagon. Trump is barely saving face

[Chris Shipping 🚢🚢 @christankerfund]

$FRO close to $41 🔥

[J Mintzmyer @mintzmyer]

Two VLCCs just fixed for over $200k/day round voyage! I believe this is just the beginning of a potentially epic #tanker #shipping run.

There is nothing more near-term bullish than a full bore SoH reopening… but the market has been sleeping! 🤷‍♂️

[Chris Shipping 🚢🚢 @christankerfund]

$FRO on subs with a RV at $205K 👀

[Chris Shipping 🚢🚢 @christankerfund]

Second $FRO on subs today… RV $225K 👀

[Amaro Camatti @TommyBP_]

@jukan05 @MACROVET888 @blondesnmoney I copy this sexy man when I have no ideas and I usually make money. Good job sexy man

[Amaro Camatti @TommyBP_]

@stuckwithafork @christankerfund Ball knower

[Amaro Camatti @TommyBP_]

@stuckwithafork @christankerfund Most importantly, Haaland is super bullish VLCCs, close sources tell me

[Anders Sjastad, CFA @AndersSjastad]

$FRO Front Surna achieved $115,000 per day.

Former Front Surna, now he 299,000-dwt Guyana Prosperity (built 2016), secured at the same rate.

https://t.co/LSvvioDlo4

[Amaro Camatti @TommyBP_]

@hikingshawty @YeaBoi1319690 Hikingshawty is a hobbit I knew it

[TankerTrackers.com, Inc. @TankerTrackers]

BREAKING: CRUDE OIL DEPARTS IRAN FOLLOWING A TWO MONTH LONG NAVY BLOCKADE

According to AIS data which we corroborated yesterday (2026-06-15) by satellite imagery, at least two National Iranian Tanker Company (NITC) VLCC supertankers named DIONA (9569695) and HERO2 (9362073) have exited the US Navy blockade perimeter carrying a combined total of 3.8 million barrels of Iranian crude oil between them.

These are Iran's first crude oil exports in two months.

We can also see that NITC's STREAM (9569633) is approaching the blockade line from the EEZ of Pakistan; where she spent the past 7 weeks waiting to enter Iran.

#OOTT #IranWar #Tankers

[Ed Finley–Richardson @ed_fin]

🔥

[Ed Finley–Richardson @ed_fin]

“Major state-backed and independent shipping entities are aggressively repositioning their assets to secure a competitive foothold ahead of a formal signing.”

[rly cool girl @hikingshawty]

today i walked fifteen miles and i had steak pie for dinner :)

[Seedy19 @seedy19tron]

So $abvx quietly updated corporate deck with the case by case breakdown this afternoon. https://t.co/d69nCMQzPv

No surprises, everything that has been shared already by either some of us or sellside, but would’ve appreciated some better messaging from the co than just dropping it on a Friday afternoon in the appendix of an updated corporate deck and letting investors just figure it out themselves.

[Adam May @A_May_MD]

$ABVX seems to have (in the last hour or so?) quietly released a new corporate deck with 3 important slides at the end. All, in my opinion, providing strong new information showing that these cancer cases were unrelated to drug and equivalent to expected background noise.

Most important is the slide on the 2 non-nonmelanoma skin cancers. BOTH of these were more indolent, low/intermediate subtypes of their respective cancer (prostate and breast). Not only does this mean that the cancers are less threatening, it also means that THEY ARE SLOWER GROWING CANCERS. Why is this particularly important? Because it means that the development of the cancers very (very) likely PREDATES THEIR ENROLLMENT IN THE TRIAL. Look into the doubling times of grade 2 (Gleason 7) prostate cancer and grade 2 NST breast carcinoma. These are slow-growing tumors that very likely existed before these patients ever even had a dose of obefazimod.

That relates to another key finding on this slide - the prostate cancer case was identified via PSA screening at 8.5 months into the study (remember earlier is better). In the Guggenheim conference they had said it was confirmed at day 367...they must have been referring to the biopsy confirmation of the subtype, not PSA confirmation of the prostate cancer diagnosis. This new information speaks to an earlier diagnosis. The breast cancer patient was diagnosed even earlier than that! Only 6.8 months of Obe exposure.

Also, these new slides give us actual information on the prior drug exposures - before this afternoon we knew that they were on some prior treatments, but we didn't know what...THE PROSTATE CANCER WAS PREVIOUSLY EXPOSED TO ***5*** DRUGS WITH LABELED CANCER WARNINGS BEFORE ENROLLING IN THE STUDY! 3 OF THEM HAD ***BLACK BOX WARNINGS*** FOR CANCER RISK!
-Humira (black box)
-Infliximab (black box)
-Rinvoq (black box)
-Entyvio (warnings and precautions)
-Stelara (warnings and precautions)

We also just got new info on the NMSC cases (which matter far less but which spooked the market anyway).

How you can look at the details of these skin cancer cases and think they are related to the drug is beyond me (but then again, these details just got released - quietly, for some reason).

First of all, ***ALL OF THE 4 50MG CASES OF NMSC OCCURED IN 6 MONTHS OR LESS!!! Again, too rapid to be reasonably assumed drug-related. The fact that they all happened in the first half of this study is actually extremely exculpating evidence for $ABVX.

Other details:
-4/5 were 60+ years old (STRONGLY associated with skin cancer risk)
-3/5 had PRIOR SKIN CANCER ALREADY(!!!!!)
-4/5 had prior exposure to other drugs that are known to increase skin cancer risk.

Finally, they also added a slide discussing that some studies have shown the elevated risks of these cancers for UC patients at baseline.
-~5x higher risk of prostate cancer in IBD patients
-~2x higher risk of breast cancer in IBD patients

Why did $ABVX add these 3 slides to the corporate deck randomly, silently, on a Friday afternoon? IDK. Legitimately good news in those slides! I'd have pressed released this info as soon as I had it, because the details really help alleviate the (already statistically misguided) concern that these cancers could've been caused by Obefazimod.

Here's the link: https://t.co/KqItMbPVwO

[Yet another commodity guy @tleilax___]

About half of the ship-to-ship transfers are happening at Sohar anchorage, in Omani waters.

This was this Saturday morning. I count 4 VLCC and 3 MR2, so >10 mbbls readying for export.

[First Squawk @FirstSquawk]

ADNOC IS SELLING A LARGE AMOUNT OF CRUDE OIL FROM THE PERSIAN GULF TO BUYERS IN ASIA.