Investment Thesis
Dynagas LNG Partners (DLNG) has a fleet of 6 ice-classed LNG vessels. All are fixed out on long-term charters. Up to this date, the company was highly leveraged and had a track record of unsustainably high distribution. This is being addressed.
However, investors of the common units will have to wait before they might be rewarded with a reinstatement of the distribution and a higher share price.
Background
The diversion between the share price of most companies in the shipping industry, and the market condition in which they now operate are