Total Ideas
1
Bullish Ideas
0 (0%)
Bearish Ideas
Recent Activity
0
"NAT (update): Modern 20-vessel Suezmax fleet (2016-2018), 50% on contracts. Solid financials: $103M cash, $210M debt, 24% debt/assets ratio. High-teens dividend yield ($0.07/qtr), covered even at lower rates. Q1'25 net income $4.2M, TCE $24,714/day, costs $9k/day. Bear case $2.20-2.40, base $2.60-2.70, bull $3.00-3.50. Upside from tightening tanker supply-demand."
Sentiment