22-05-2016, 12:19 PM
(22-05-2016, 12:00 PM)Contrarian Wrote: > Do you mean the share price?
> I do hope the stamford Q1 surprise is not contagious.
The business of RORO is leasing ship. So it will be stable.
There wont be dividend increase, as the new CEO already says he want to double fleet.
The dream outcome will be additional 20 yr lease for a new roro ship addition, and increase in dividend.
If this comes true, it is like strike 4D.
I believe the stability came with the risks, may not be applicable now but it may in future:
1. Currency risk, US$
2. Counterparty
3. Inflation
Looking at UMS & UPP's results, point 1 maybe apllicable for SSC's Q1 result.
My views are your Gilbert & Sullivan's:
"The flowers that bloom in the spring, have nothing to do with the case".
"The flowers that bloom in the spring, have nothing to do with the case".