- Trying to predict the macro-economic future is futile.
- Superior investments rely on strong financial analysis, a clear understanding of market factors at play right now, and a significant margin of safety in price.
- Dorian LPG is a company with low leverage, excellent liquidity, generating outstanding FCF, and priced at a fraction of its tangible book and NAV.
- Near-term catalysts include likely share buybacks, and analyst estimates for Q1 that are far below current expectations, based on current spot shipping rates.
For further details see:
Dorian LPG: A Powder Keg Of Value