Hunter Group ASA (1)

What are you up to, Arne?

I’m alone with the kids today, so limited time. But was just poking around re: Hunter Group ASA. The company put out a new presentation which I recommend you download and read here, especially if you have any interest in the VLCC/crude oil tanker markets.

Hunter Group’s thesis is that there is a discrepancy between asset values and 3 year period charters, and that asset values will be proven “correct”. i.e. rates will find a higher structural floor over the next three years.