Scorpio Tankers: bet on product tankers cycle

Robust financials, excellent fleet, and macro tailwinds at an attractive price

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Welcome to the Test Drive section. It answers the following question: What will you miss if you do not become a paid subscriber?

In four separate articles, I present reports on energy, mining, shipping, and banking companies. My goal is to introduce my analytical framework for each industry. The analyses were published on Seeking Alfa and Investo.bg (my Bulgarian website) and my LinkedIn profile. In one additional article, I will show a portfolio example.

It is time to introduce Scorpio Tankers, STNG, one of the major product tanker operators. The article was published on Investo.bg (behind a paywall) in January 2024.