Aries,
Your post has no basis of fact to back up your your caution to holders.
Fact - 81% average utilisation of vessels in an acknowledeged tightening market where margins are under some pressure. Seems to suggest the Asian vessels are still in demand and fit for purpose.
Fact - Woodside signing up to additional 3 year charters. They do not seem to have a problem with the quality of the Asian build of the vessels you appear to be denigrating.
Cheers
BF
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