Eagle Bulk Shipping: The Eagle Will Continue To Fly

True Orion
1.57K Followers

Summary

  • Russia - Ukraine conflict is more of an opportunity rather than a risk to EGLE.
  • Being solely focused in the Supramax/Ultramax segment, the company is exposed to a lower degree of freight rate volatility.
  • Most of the vessels of the company are scrubber fitted, meaning that they can exploit the HSFO/VLSFO price differential.
  • The company is cash-rich with a strong balance sheet and a straightforward dividend policy.

Cargo ship with cranes offloading dry bulk to dump trucks

landbysea/E+ via Getty Images

About six months ago I wrote an article on Eagle Bulk Shipping (EGLE), explaining why it had the potential to severely outperform the market. Since then, the stock has provided a total return of 40% to

This article was written by

1.57K Followers
True Orion is comprised of two notions. Orion, the ancient mythical hunter, and truth. The never ending pursuit for truth. This is my motto. I believe that knowledge is key to achieving oversized returns in a financial as well as in a personal level. As a private investor, with a real estate and technical analysis educational background and with more than 15 years of investing experience in the stock market, I can tell you that. Here in SA, I provide my readers with articles regarding specific stocks and/or market analysis. My main focus is in shipping, REITs and technical analysis but my views can expand to all areas. Megacaps (usually) leave me tremendously indifferent. The purpose of my articles is to express my ideas and get them tested by reality, while at the same time gain additional knowledge throughout the process. If you like my content, don't forget to follow me, like, share and comment.

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