shipping inv

Full time shipping investor in US and Norwegian equities

[shipping inv @shippinginv]

Interesting situation in shipping:

KNOP sponsor bid: $10
Stock trades: $10.50

Our NAV: $17.23

Most shipping take-privates close around 80% NAV.

That implies $13.50-14.50.

~5% downside/~30–40% upside.

Full breakdown 👇

https://t.co/9zPk1tKA0d

#tankers #shipping $knot $knop

[shipping inv @shippinginv]

@christankerfund That’s not the CEO. CEO is Aristeidis J Pittas. It’s the Vice Chairman of the company Aristeidis P Pittas

[shipping inv @shippinginv]

@christankerfund Those vessels were ordered in 2022 for $64M each. Crazy returns for CMBT !!!

[shipping inv @shippinginv]

@mintzmyer @mercoglianos What’s the best tanker play right now J?

[shipping inv @shippinginv]

@Shipping_VIE $ESEA move looks well timed in the context of today’s feeder market.

1,800 TEU fixtures remains strong:

[shipping inv @shippinginv]

$ESEA Director Aristides Pittas just reported an open-market purchase of 500 Euroseas shares at $67.18/share.

$ESEA @christankerfund

[Value Investor's Edge @Shipping_VIE]

Container box rates continue to surge higher, with Drewry showing a 3% increase yesterday and the SCFI index up 7% today.

[shipping inv @shippinginv]

@Shipping_VIE Noble with the Target Price upgrade ($91) on $ESEA .

[Marhelm @MarhelmData]

Euroseas locked in $25,500/day charters for two 1,800 teu eco-feeders, generating ~$27m EBITDA over 24–26 months.

[shipping inv @shippinginv]

🚨 $ESEA charter update
2x 2024-built feeders extended 💰 $25,500/day ⏳ 24–26 months 📈 ~$27M EBITDA locked ✅ 2026 coverage → 96%
Modern, fuel-efficient tonnage is commanding pricing power. The market is tight.

#shipping #containers

[shipping inv @shippinginv]

@christankerfund do we know what is going on ?

[shipping inv @shippinginv]

Rubico +160% premarket with 32M shares traded. Average Daily Volume is ~200,000 shares.

$RUBI #tankers #shipping

[shipping inv @shippinginv]

Bart Kelleher files to sell 8,000 shares (≈$152.6K) via Stifel on NYSE. Shares stem from RSUs granted 6/24/24.

Recent selling activity (past 3 months): ~23K shares sold for ~$353K total.

Filed under Rule 10b5-1 plan (adopted 9/12/25).

$ASC #shipping #tankers

[Lars H. Barstad @lh_barstad]

Brand new #VLCC ! (aka very large cash cow) leaving the yard $FRO majestic! #OOTT

[shipping inv @shippinginv]

@christankerfund With the Genco stock at $24.50 nonsense tender

[shipping inv @shippinginv]

@freightbull1 Eating caviar now ?

[shipping inv @shippinginv]

@plmlindstroem @Alpaca_Capital @lasse108 @ed_fin your daily dose of HUNT

[shipping inv @shippinginv]

$KNOP just declared its 1Q26 cash distribution: $0.05 per common unit, payable May 14 to holders of record April 27.

Management says the increase comes as the board continues reviewing capital allocation in the months ahead.

#shipping #tankers

[PIERRE GASLY 🇫🇷 @PierreGASLY]

7th 🎌😁 great job team!! Had to dig deep last night to pull this one out. Let’s finish the job tomorrow 💪

[shipping inv @shippinginv]

@christankerfund Interesting fact she almost doubled the pace vs the previous filling. 1,250 shares per day vs 664 shares.

[shipping inv @shippinginv]

@christankerfund Things are not looking good …