ddangkong

3 posts

ddangkong

ddangkong

@ga_ju_a

Katılım Ağustos 2017
540 Takip Edilen20 Takipçiler
Steve
Steve@SonofBugsy·
@ed_fin The dark fleet buying up every old ship drove asset prices upward for 2 years. Everyone who wanted a “dark” fleet ship has one Already. How long this takes to unwind is anyone’s guess. the dark fleet being scrapped is very bullish for the remaining fleet but will take time.
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Ed Finley–Richardson
🇳🇴 SB1M provides context re: how unusual it is for $FRO to trade at such a discount to NAV. Since this chart was published (Thursday), the valuation has dropped further, to 0.86x P/NAV (based on a NAV of $18.72/share). Opportunity? Or the result of inflated asset values?
Ed Finley–Richardson tweet media
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Aristidis Alafouzos
Aristidis Alafouzos@Aristidis·
$OET loves cargoes with no waiting time!
Aristidis Alafouzos tweet media
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