Dorian LPG Ltd (LPG): In A Sweet Spot

17JulJuly 17, 2019

Dorian LPG Ltd (LPG): In A Sweet Spot

SUMMARY

Very Large Gas Carriers transport ethane, natural gas and LPG. There are several companies that operate these VLGC vessels as part of global oil & gas trade.
But the industry has witnessed very bad performance in the last 2-3 years with spot prices dipping to all time lows. Dorian LPG is one such carrier which had to register loss in the period.
However, the conditions have changed to open an arbitrage window as US LPG is price competitive even with shipping costs included.

Spot prices for VLGCs have . . .

SORRY!

This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.

Author

Nishant Bhalara

I have a vast knowledge of local and global financial as well as legal systems. I am a certified professional with 2 years experience in the field of personal financial planning/advisory with a view that covers the allocation to different financial assets covering the risk management, legal aspects and tax planning.

Mohnish Pabrai On His 14X Return on An Indian Small Cap

Jan

Mohnish Pabrai's Pabrai Investment Funds shot the lights out in 2017 with the firm's three funds, PIF2, PIF3, and PIF4, gaining 92.2%, 109.2%, and 62.4% respectively for the year versus... Read More

shanghai stock exchange 1940 yaun-USD rates

Yale's Shanghai Stock Exchange Project Collects Pre-WWII Price Data

Jul

What Chinese equities are still being traded are finally on the mend in what must be the most openly manufactured stock market rally on record. The Shanghai Stock Exchange... Read More

Michael Mauboussin – Clean Tech Gaining From Wright's Law

Feb

You have probably heard of Moore’s law, which predicts computing power to double every two years, decreasing the cost of computers too. But do you know Wright's law? Enunciated by... Read More

Apple Retail: A Reevaluation

Jun

After the New York Times' article on Apple Inc. (NASDAQ:AAPL) employees last weekend caused so much controversy, 9to5Mac decided to carry out more extensive interviews with employees of the... Read More

Morning News: AIG, LinkedIn, Kraft Foods, Barnes & Noble, Boeing

May

Morning Market Update Stocks that are expected to trade actively in U.S. markets on Friday include: American International Group Inc (NYSE:AIG), LinkedIn Corp (NASDAQ:LNKD), Kraft Foods Group Inc (NASDAQ:KRFT), Barnes... Read More

Barington Capital Pushes Darden To Split

Oct

Activist investor Barington Capital urges Darden Restaurants, Inc. (NYSE:DRI) to split into two separate companies. Hedge fund Barington Capital Group LP is pushing Darden Restaurants, Inc. (NYSE:DRI) to separate its Red... Read More

Retail Concentration

May

Retail Concentration by Cook & Bynum This article reflects sentiments that Inditex has previously shared about the present and future of retail, including the reallocation of total store square footage... Read More

Einhorn Backed Fund Wonders: “Are We In A Golden Age of Belief Trumping Reality?”

Nov

As Ryan Heslop and Ariel Warszawski look out the window, they look at a world turned upside-down and benchmark history, albeit from an investing standpoint. “Are we in a golden... Read More

Seth Klarman: Investors Downplaying Risk "Never Turns Out Well"

Mar

In his letter to investors, Seth Klarman noted that “most” investors are downplaying risk and this “never turns out well,” noting that most people are not prepared for anything... Read More

SocGen's Developed And Emerging Market Joel Greenblatt Screen For July

Jul

Société Générale publishes a monthly update on the performance of several value-oriented fundamental trading strategies across both developed and emerging markets. In this piece, I’m taking a look at Société... Read More