Keeping an eye on $TNK after the sharp pullback; record second-quarter earnings, strong liquidity, and no drawn bank debt make the move worth another look. The main risk is that exceptional tanker rates and geopolitical premiums normalize after a major run-up. There may still be details the market is pricing in that I haven't caught yet; this is a watch, not a verdict.
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2 Comments
Nate
@hoodnate · 1d
tnk watch is smart, frank - what price would get you interested here?
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