The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Thursday May 28, 2020
Thursday May 28, 2020
With attention still focused on the tanker segment, J Mintzmyer speaks to underfollowed Torm PLC about what they're seeing in the wake of a solid Q1 earnings report and Q2 outlook. Topics Covered 1:15 minute mark - Overview of current product tanker markets: 3:15 - Differences between LR & MR markets? 7:00 - How many of your LR2s are trading dirty vs. clean? 9:15 - How long is the destocking period likely to last, impact to rates? 14:00 - Capital allocation priorities at this time? 17:00 - Nearly 25 ships aged 15+, how are these performing? Plans to sell? 21:15 - Any levers available to close NAV discount? 24:00 - Free float is very thin, is there an ability to boost this without dilution? 30:15 - Crew replacements ongoing or still stuck on water? 35:00 - Current newbuild environment: Shipyards aggressively discounting yet? 37:45 - What differentiates Torm from peers and competitors?
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