$DIS.MI has a lot to run, this incredibly modern product fleet is mostly MRs, the best performing segment between last report and now, with the NAV increasing significantly over the value signaled in the slides is probably very close or above 40c USD #tankers#products $STNG
The Euro collapse means that the stock is lagging even more than it appears compared to peers and the quality of the fleet, the insider ownership mixed with the good ESG profile made this stock a must buy for me and I recently increased my position.
Being an internal business and the little float I don't think it's gonna be influenced a lot by the Italian elections and the stock market is probably already pricing in a lot of disorders.
It's a niche stock but probably an hidden gem, I strongly suggest the analysis of it
@JHannisdahl recently disclosed a position in this company and @CleavesSec is not following it yet but I hope they'll start covering it soon, it would make the evaluation process easier and such a reliable source would attract a lot of interest
Before that moment I hope you can take advantage and the company too, doing some accretive buyback with excessive cash at a P/NAV that's 50cent on the dollar
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