Navios Maritime Partners Has A Unique Business Model To Drive Returns

The Value Portfolio
Investing Group Leader

Summary

  • Navios Maritime Partners has expanded dramatically over the past year. The company has almost 3x the previous fleet.
  • The company is focused on a unique business model of covering fixed expenses with contracts and then exposing itself to the open market for profits.
  • The company has secured 5-year contracts for 6 2023-2024 newbuilds minimizing volatility until 2030.
  • The company can generate hundreds of millions of FCF at current prices enabling significant shareholder rewards.
  • We would like to see the company slow down growth and focus now on debt paydown and shareholder rewards.
  • I do much more than just articles at The Energy Forum: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

3D rendering of LNG tanker sailing in sea at night

alvarez/E+ via Getty Images

Navios Maritime Partners (NYSE: NYSE:NMM) is an almost $750 million shipping company that, along with the rest of the industry, almost went bankrupt off of the first oil crash. However, the company has focused on revamping itself, and, as we'll see throughout

Create a High-Yield Portfolio Using Unique Investment Strategies, 2-Week Trial!

The Energy Forum helps you invest in energy, generating strong income and returns from a volatile sector. Our included Income Portfolio helps you invest in the broader market, finding high-yield non sector-specific opportunities.

Recommendations from a top 0.5% author on TipRanks!

Worldwide energy demand is growing and you can be a part of this profitable trend. Plenty of unique under the radar opportunities remain.

Image result for high yield oil

We provide:

  • Model energy and market portfolios generating high-yield income.
  • Deep-dive actionable research. 
  • Macroeconomic overviews.
  • Summaries of recommendations and option strategies.  

Click for our 2-week trial, with 47% off!

This article was written by

The Value Portfolio
36.23K Followers

The Value Portfolio specializes in building retirement portfolios and utilizes a fact-based research strategy to identify investments. This includes extensive readings of 10Ks, analyst commentary, market reports, and investor presentations. He invests real money in the stocks he recommends.

He is the leader of the investing group The Retirement Forum with features including: model portfolios, macro overviews, in-depth company analysis and retirement planning information. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of NMM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About NMM Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on NMM

Related Stocks

SymbolLast Price% Chg
NMM
--
Compare

Trending Analysis

Trending News