Value Investor's Edge

Latest #maritime #shipping and #transport coverage. $FLNG is one of our top ideas in the space, 120% upside from last closing price: https://lnkd.in/gxzjGVW

More Shipping share repurchases announced this week: - $INSW repurchased 502K shares. - $NMM repurchased 50K additional shares - $PXS repurchased 65K shares and is redeeming all its preferrds. *✅Take advantage of our current Fall VIE special, 20% off the first year!! Use the link below: https://lnkd.in/gmCJcnAf

Pareto is reporting spot rate increases yesterday across all tanker segments, lead by VLCC up 16%, Aframax up 4%, and LR1 up 3%. We just posted the transcript from our VIE interview with Lois Zabrocky at $INSW. *✅Take advantage of our current Fall VIE special, 20% off the first year with access to all VIE services and interviews. https://lnkd.in/gmCJcnAf Our VIE interview series continues through the month! Okeanis Eco Tankers ($ECO): 17 September at 0900 EST Noble Corp ($NE): 18 September at 0900 EST Safe Bulkers ($SB): 18 September at 1000 EST Global Ship Lease ($GSL): 19 September at 0800 EST Climent Molins: 19 September at 0900 EST Torm Plc ($TRMD): 19 September at 1000 EST Henrik Alex: 23 September at 1100 EST Cool Company ($CLCO): 24 September at 1000 EST

Busy Monday for Shipping buybacks with 4 announcements! - $STNG repurchased 2.4M shares since July 30. - $SBLK repurchased 791K share last week - $DIS.MI repurchased 80K last week - $TK used almost all of its current $25M plan and authorized $40M more. *✅Take advantage of our current Fall VIE special, 20% off the first year!! Use the link below: https://lnkd.in/gmCJcnAf

Did you know VIE also has an Income Model portfolio that is updated monthly? Our income model includes high yield shipping and energy equities. YTD the income model is up 25.3%, compared to the high yield Alerian MPL (AMLP) index at +16.3%. *✅Take advantage of our current Fall VIE special, 20% off the first year!! Use the link below: https://lnkd.in/gmCJcnAf

VIE is running our Fall special, 20% off the first year! https://lnkd.in/g5GBnGhb Take advantage of all our membership offerings: * Our long-only models have an 8-year IRR of 43%! * 3 curated and actively managed model portfolios (updated monthly) * Direct access to J Mintzmyer and the full VIE Team * Full research coverage of 47 firms in Shipping and Offshore * Access to our proprietary Live Analytics Platform * Live discussion board chat with 800+ members * Weekly reports with shipping market commentary. * Monthly macro updates

We just updated our #shipping models with our Top Picks for September 2024. August models performed roughly in-line with the Russell 2000 despite a down month for Shipping. However YTD our Value model is up 12.8% YTD and Speculative model is up 25.6% YTD🔥, while the Russell 2000 is up 4.4%. *✅Take advantage of our current Fall VIE special, 20% off the first year!! Use the link below: https://lnkd.in/gmCJcnAf

Latest on the MV Sounion after the Houthis “blew-up” the vessel late last week: 5 fires observed. Vessel remains anchored. No visible oil spills yet.

Our VIE interview series returns this week with a stellar lineup: Tuesday, 27 August: 10am EST: Intl Seaways ($INSW), CEO Lois Zabrocky & CFO Jeff Pribor 11am: James Catlin, Shipping Sector Outlooks and Macro Update Thursday, 29 August: 9am EST: Ole Hjertaker, CEO of SFL Corp ($SFL) 10am EST: Lasse Kristoffersen, CEO of Wallenius Wilhelmsen (Oslo: $WAWI) 11am EST: Michael Boyd, Energy Market Update and Top Picks Friday, 30 August: Time TBD: Aristidis Alafouzos, CEO of Okeanis Eco Tankers ($ECO) Tuesday, 3 September: 9am EST: Oystein Kalleklev, CEO of Avance (Oslo: $AGAS) and Flex ($FLNG) 10am EST: Lars Barstad, CEO of Frontline ($FRO) 11am EST: Star Bulk Carriers ($SBLK) with President Hamish Norton and Co-CFOs Christos Begleris and Simos Spyrou All members have full access to the live interview, transcripts, and ability to ask real time questions. Learn more: https://lnkd.in/ggMwaerC

We have closely been following $NMM, very intrigued by its large NAV discount and furthermore when it’s CEO started buying shares in the open market this year. This week in its earnings announcement, $NMM began its long awaited share buyback, buying back 198,000 shares for $9.7M. $NMM rose 15% post earnings. See our full NMM analysis at: Learn more: https://lnkd.in/ggMwaerC