19 Comments
Mar 23, 2023Liked by N.R98

Very well laid out.

I agree with everything, except perhaps stock going to $7 if deal is cancelled.

It may rally - to $10+ (where it belongs) - as everyone is now more versed on its value.

I'd rather it doesn't get bought out, and they start distributing their wind-fall of cash-flow.

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What are the 2nd and 3rd closest peers of GLOP (in addition to the peer that you mentioned is the 1st most similar to GLOP...i.e., FLNG)? Thank you

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any updated thoughts on the $8.65 buyout offer and whether we see another bump? thanks

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Doy you have any new thoughts on the announced deal?

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Nice idea. For those of us that haven't looked at the space before, other than filings, any good primers on the indsutry/best place to find industry data such as that shown in your post?

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Acid Invesments, where did you first learn about this idea GLOP? Many Thanks

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