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#147 J. Mintzmyer - How To Navigate And Invest In Shipping

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LNG and LPG - What's the Bird Side View on That Sector Right Now?

LNG was like tankers but worse I mean if you wanted to find the most overvalued stocks in the market look at LNG that's different now. Fundamentally those companies are cheap. They're interesting many. I am worried about next year's order books 2023 has a massive massive set of deliveries coming up. And I think that's too much. There's other companies in the space that are very interesting that are on my watch list. One of them's really cool. No position personally. These are some other ones gaslog partners. Some ultraPLP fleet all ultra-large and they have modern excellent contracts. The dividend is smaller than it should be. This could

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