Mintra: Smart Play On Shipping And Energy Exploration Boom
-
Product and LNG tankers have the best year in decades. Energy exploration is booming. Mintra is a high beta play on these sectors.
-
Mintra was hammered during COVID. It is in recovery mode - up 70% from its lows this year, but still 60% down from its IPO in October 2020.
-
Mintra is still one of the cheapest vs Scandinavian peers.
Product and LNG tankers may not double this year. Mintra should.