Misadventures in Shipping

Misadventures in Shipping

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Misadventures in Shipping
Misadventures in Shipping
Hunter Group ASA (1)

Hunter Group ASA (1)

What are you up to, Arne?

Edward Finley—Richardson's avatar
Edward Finley—Richardson
Dec 10, 2023
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Misadventures in Shipping
Misadventures in Shipping
Hunter Group ASA (1)
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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.

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