One truth about deal making between two parties is that one side usually comes out slightly ahead and gets the better end of the arrangement. A recent deal between Knightsbridge Tankers Limited (VLCCF) and shipping legend John Fredriksen through Frontline 2012, Ltd. (OTC:FLINZ) (FRNT:Norway OTC) and Karpasia Shipping, Inc. creates a myriad of discussion points as it relates to shareholders of these entities. The deal was labeled as "transformative" by Global Hunter and an arrangement that could drive the price of Knightsbridge to $16. VLCCF is currently trading around $13 after spiking from $10 on the news.
I am long VLCCF via my personal holdings, which include an investment fund jointly run with my brother. VLCCF is our...
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