1Yr·

@Khlmysee is currently $HAUTO (+0.42%) currently +11% today for the same reasons as MPC Container? Fear that freight rates will rise. The pressure on these stocks is insane....

10 Comments

N@Khlmysee

1Yr

If I can't find anything myself, I always use the "BoersenNews" app and see if other users write something.

"The Italians are making a big deal out of Höegh Autoliners

Shipowner Emanuele Grimaldi has bought himself out to become the second-largest shareholder in the car shipping company. Analysts expect the takeover rumors to intensify."

https://e24.no/boers-og-finans/i/4Bdr3V/italiener-tar-storjafs-av-hoegh-autoliners

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Topper H.@TopperHarley

1Yr

@Khlmysee A one-off opportunity, in my opinion Hoegh won't be any cheaper again.

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N@Khlmysee

1Yr

@TopperHarley my 3.5 k position must be enough for now. 😆

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Topper H.@TopperHarley

1Yr

@Khlmysee Why 3.5K in Hoegh but 59K in Klave Kombo? Diversify risk or do you see Klave as the better story?

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N@Khlmysee

1Yr

@TopperHarleyI see Klaveness as a less volatile investment in the longer term based on the combination tanker strategy. You also have software for sea route optimization, which is not part of Klaveness' balance sheet, but helps you to optimize costs. I think the package is much more rounded. They are constantly striving to optimize cash flow with corporate bonds and to minimize the CO2 footprint and costs with new technological improvements. A lot of this also applies to Höegh. However, I find their focus much more one-sided/one-layered. I think it's easier to outperform them.

At Klaveness, two more ships (then three in total) will have been retrofitted with Silverstream technology this fall and 3 completely new ships with more cargo capacity will arrive in 2026. As far as I know, the old ships have already been pre-negotiated for sale and will be maintained and used until then.

In addition, my entry price was very favorable and I have already received decent dividends. 😊

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Topper H.@TopperHarley

1Yr

Thanks again for the tips away from the investor mainstream.
I have earned very well from Hoegh, Klave and MPC so far.

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N@Khlmysee

1Yr

@TopperHarley I would love to. If you ever have an idea for an investment, please let me know. 😬

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Topper H.@TopperHarley

1Yr

@Khlmysee I am planning a major capital increase in the portfolio at the end of July.

I probably won't buy much new stock as I already have a lot of shares.

I am currently reading up on new purchases here:
1. $ROG
2. $9104
3. $NDAQ

But I only see ROG as a great opportunity for a turnaround in the current market situation.

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N@Khlmysee

1Yr

@TopperHarley I listened to a podcast yesterday in which an investor said: "A company that has failed to reinvent itself." Didn't sound too positive at first, but I would have to look at $ROG to validate this statement.

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U D.@market_analyst_466

1Yr

@TopperHarley I'll go along with that. Thanks to @Khlmysee

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