ValinV's Portfolio: Spiral_100K

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2 comment(s). Last comment by ValinV 1 hour ago

Raymun Chan

1 posts

Posted by Raymun Chan > 2017-04-21 08:01 | Report Abuse

Hi ValinV, interesting to see Maybulk in your portfolio. Do you believe that the management will be able to return to positive operating cashflow?

ValinV

6 posts

Posted by ValinV > 2017-05-08 12:21 | Report Abuse

Thank you for your comment Raymun. The investment thesis for MAYBULK is more on a QLT aspect. Overall, it is believed that the shipping industry has more or less bottomed out and should begin to revive soon. That said, this is among the highest risks businesses in this portfolio, and even more volatile that the airliners.

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