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Hay caida en el sector en general, no sólo SB.
He estado Googleando y me he encontrado con que esta semana hay reunión IMO para tratar el tema de emisiones. Supongo que esta semana habrá baile en las cotizaciones porque puede que al fin se pronuncien de manera clara y nos condenen a los infiernos (creo y espero que no) o que acaben con la incertidumbre en nuestros barcos chatarreros y les dejen seguir trabajando y contaminando
Something to consider. This space has been in the doghouse for years, nothing new in that statement. Thus far, most of the bulkers have yet to report any earnings as a result of the significantly higher rates that we're currently enjoying. Sure, we longs are aware of the huge numbers that will be reported in Q2, BUT, many potential investors are not because we are out of sight while lying in the doghouse. When Q2 is reported the numbers will be so impressive that new investors will take notice and he new interest will drive the share prices much higher. Because we ***ow the sector so closely we tend to think that others will have picked up on the positive changes that have recently occurred. when Q2 is reported, the money will be in the bank as far as new investors are concerned, until then it's only a possibility. Most of the Analysts are already on board with the recovery but the investing public want to see the money before committing.
We'll see in about six weeks whether this holds weight.
You’re making a very good point. I might add that with the market being so high and overpriced that many are looking for some value and the low PE for more security. NMM fits the bill for that kind of investor which is probably most. The stars are lining up for NMM.
An increase in the distribution would also help a great deal raise the UP.
@Nicodemi - You also make a good point. It's been more than a decade since value stocks outpaced growth. This change started to become apparent during the latter part of February. Will that continue, time will tell. We also have another thing going for us and that item is that in a relatively short time everything is going to cost more and that includes vessels. This is inevitable with almost every country increasing money supply. If the Analysts are right and NMM earns almost $12 a share for 2021, value investors will drive the share price significantly higher, despite AF. Keep in mind that new money entering this space will not be focused on managements self serving but will be looking at earnings and assets. NMM has great assets and soon will demonstrate excellent earnings.
Pues yo he aprovechado para ampliar en SB
Yo igual, he recuperado las que vendí a 4 y pico hace ya bastantes semanas.
Ahora mismo tengo aparte de NMM que es posición top3 de cartera:
BULK: GRIN, BELCO, SB
CONTAINERS: DAC, GSL
LINERS: ZIM
CALLS: GOGL, ATCO
Y PANL tambien, no?
Noticia sobre NM relevante para NMM. Sinceramente, no sé si es una buena noticia o no... igual solo es alargar el sufrimiento para NMM en vez de resolver la situación ya.
Es buena noticia para NM sin duda, para NMM previsiblemente tambien, todo depende lo que AF pretenda hacer con NM.
Es lo que decía, que no sé si es buen noticia para NMM. Yo habría preferido la opción que describía Nick en su último artículo: que NMM comprase NM. Y aún es posible, eh. Que hayan pegado una patada adelante a la deuda no quiere decir que no vayan a hacer más operaciones de importancia. Pero como comentas, @Value , la incertidumbre es lo peor.Pues para mi es una frutada, mentalmente yo soy capaz de llevar mejor que toda la incertidumbre se fuese ya en septiembre... ahora lo mismo toca esperar más.
Los más optimistas dirán ahora "Bueeeeno, como no vamos a comprar NM ya no hay necesidad de usar el ATM" ... Peeero estamos hablando de la Griega, nuestra Griega...