Apr. 9 at 12:48 PM
$VG Over 800 tankers remain locked in the Strait and every day LNG boils off. Going to take a while for physical to reach buyers and am pessimistic Strait opens. Addtionally,
$VG benefits the most from its merchant (spot market) exposure. Another at least 2-4 wks of mayhem, est. earnings on May 13th, guidance + re-ratings, and I expect this to trade up to
$20+ within the next month.