个人资料
正文

SB's smart move - Just got more information about the acquisitio

(2017-12-15 07:32:57) 下一个
The fact that this acquisition is paid by cash on hand also shows the financial strength of this company. Investing in such a company is like hiring a bunch of smart people to manage a business for you. 

https://globenewswire.com/news-release/2017/12/14/1262303/0/en/Safe-Bulkers-Inc-Announces-the-Acquisition-of-a-Post-Panamax-Class-Dry-bulk-Vessel.html

近两天SB和SBLK的股价主要受船运价回调的 打压。2018年对船运股来讲仍有很多不确定因素。正如我以前所讲,在当前的船运价水平下,SB的价值应该在$3左右;SBLK的价值应该在$10左右。但是要记住,它们的价值会随着船运价的波动而变。如果现在的船运价能保持在这个水平上6个月, SB和SBLK 都会涨30%-50%,也就是说,SB会轻松的到$4-$4.5, SBLK会轻松的到$13-$15。另外再强调一下: 船运价每涨$1,000,SB就会涨$1.4, 而SBLK就会涨$4。相应的风险就是: 如果船运价大幅下挫,SB和SBLK的股价将会按同样的幅度($1,000对应$1.4 /$4)下跌。

Just got more information about the acquisition - ship was purchased at auction for $15.8m, a very attractive price, good job!
This company just made $5M for its shareholders by this transaction!


 














Americana


Post Panamax

 


91,900

 


Sungdong

 


2010

 


15.8

 


At Auction

 


17.1

 


Safe Bulkers

 


Merchant Marine Management

 


 



 

[ 打印 ]
阅读 ()评论 (0)
评论
目前还没有任何评论
登录后才可评论.