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Hedge Fund Guy's avatar

Hi Mihail Stoyanov thanks for the great write up! I saw you mentioned another share dilution round always creeps around the corner and I was wondering if the companies are issuing equity at depressed prices.

Mihail Stoyanov's avatar

Thanks for your kind words.

More often than not, shipping nanocaps do exactly what you said: issuing equity at depressed prices and further diluting their shareholders. For more details on that, check my write-up about the most epic shitco, Rubico Inc:

https://theoldeconomy.substack.com/p/want-to-buy-a-suezmax-tanker-for

Hedge Fund Guy's avatar

Thanks for responding! I’d love to connect further if possible. Would you be interested in jumping on a short call? What would be the best way to contact you further?

Antonius van Opstal's avatar

Rubico at current price might be interesting nanocap

Mihail Stoyanov's avatar

Good point.

Missed including it in the list.