The new builds have been in the works for some time, so these aren't new. The financing arrangement for the new builds can be chalked up to the new CFO, but of course the details of the financial agreements are far more of interest than the announcement that one is in the works.
Removal of the dilution fears for financing the fleet expansion, and an end to the speculation about the impact of low sulphur fuels clears the way for NAT to trade mostly on dividend, rather than financing issues provided that the financial arrangements are reasonable.
I rather think that the lender and/or new CFO is going to insist that fleet expansion comes to a screeching halt until there is a looming shortage of tankers.