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I spoke with J Mintzmyer of Value Investor's Edge in a 3-part series covering the Marine Money annual conference this June. There was a lot of talk about IMO 2020 and the prospects for the sector, and J is a perpetual optimist, but the sense I got about industry sentiment was not very positive one.
Since then, there's been quite a turn in sentiment and performance. So it's no surprise that came through when I spoke with