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Re: Tankers, 1 in 5 VLCCs hit by sanctions..EURN is the largest public tanker company by market cap at $2.4B. FRO is close at $2.3B, but trades at a much richer multiple. Both FRO and NAT historically have traded at richer multiples than peers. STNG on the products side has options. Their CEO likes the calls. I think the sector is volatile enough that options pricing is too rich unless you're really swinging for the fences such as predicting the equity doubling. |
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Msg # | Subject | Author | Recs | Date Posted |
431232 | Re: Tankers, 1 in 5 VLCCs hit by sanctions.. | indigostretch | 0 | 10/14/2019 4:29:05 PM |