U.S. markets closed

Navigator Holdings Ltd. (NVGS)

NYSE - NYSE Delayed Price. Currency in USD
Add to watchlist
11.70+0.36 (+3.17%)
At close: 4:00PM EDT
Sign in to post a message.
  • J
    JeffreyT
    Nice volume, nice price appreciation. It's been a long time since NVGS has had such a good run. Glad to be in.
  • J
    JeffreyT
    Finally getting some mojo? Looks like a good economic environment for NVGS. Everyone talking about commodity price inflation. That must be good for shipping rates, and earnings, especially considering the commanding position NVGS has built in it's niche.
  • J
    JeffreyT
    Earnings report looked unremarkable either way. Company has it’s ducks in a row and could prosper with an economic boom. No longer just a commodity shipper. I’ve been on the sidelines for a long time but I find the story intriguing now. Cyclicals are in.
  • J
    JeffreyT
    How does Suez affect NVGS? Any guesses?
  • R
    RickZ
    Bought more on the this dip!
    Bullish
  • J
    JeffreyT
    Sold my position today. The economic news, especially China, is grim indeed. Wanted to maintain the modest profit I had. Earnings reports are rife with risk and I just don't have the confidence NVGS can outperform with this backdrop. Great company, I'm sure to keep my eyes open for another entry point. Good luck.
  • H
    Hairytoadus
    Was a good call and lots of reasons for optimism. Considering the long hurricane season and the electrical outages, they did reasonably well to turn a profit and shore up the balance sheet. Final lap of tank completion at the Terminal post hurricane season so hopefully will lead to many tanker visits to take greater stored volumes of NGL's to grateful buyers overseas. We got through their low point and made some money and next 6 months should be easier sailing with clear weather, vaccine stimulate growth and most dry docking operations and cost behind us. What a great opportunity to still be able to get this stock below $8. The terminal, the Luna Pool and pend up demand are going to take stock up and beyond historical highs. Won't be too long before they need to decide on a dividend thank you very much.
  • H
    Hairytoadus
    Any read through from EPD’s earnings on activity at the new ethylene marine terminal jv?
  • R
    Roy
    $NVGS says no impact to the business as a result of coronavirus. utilization rates are back to peak levels and export take or pay contracts start paying in March dropping $50M EBITDA into JV. Rates⬆️utilization⬆️vessel supply shortage in 2020 so profit⬆️.

    handysized LPG vessels are holding their recent rise to $670k/month,from $500k/month last year, due to a shortage of ships in 2020.

    Handy Ethylene shipping rates are $720k/month. Rates will increase as the ethylene flow from take or pay terminal just beginning and creates a shortage of ethylene vessels. $NVGS dominant player in HDY LPG and Ethylene
    Bullish
  • J
    JeffreyT
    Seems to have found a bottom at $9. Some day the shares will go up. An exceptionally well run company, as best I can tell. In, again, today. Good luck, if anyone is out there!
  • b
    bbb
    By no means an expert in this industry, lots of headwinds right now, but the thing I like best is pps. Pre covid, trading range $11 to $13 and would probably have moved higher as the partnerships and storage projects ramped up. Price is everything, and I think it’s a conservative play here, plus company is smaller, more nimble and a leader in what they do. Sure lots of competition, but natural gas and it’s derivative products are increasing in demand (excluding temporary supply issues due to covid) as they become more available to customers outside the us. This small company is right in the middle of this opportunity. Nice book value, other financials not terrible, technically looks
    like a breakout is pending.
  • H
    Hairytoadus
    Did a ship sink?
  • H
    Hairytoadus
    Bodes well for NVGS...Ethane shipments to China increasing nicely.

    https://www.eia.gov/naturalgas/weekly/#itn-tabs-0
    Energy Information Administration - EIA - Official Energy Statistics from the U.S. Government
    Energy Information Administration - EIA - Official Energy Statistics from the U.S. Government
    www.eia.gov
  • H
    Hairytoadus
    Mariner East 2's up and running, and here's why that's great news for natural gas producers
    Mariner East 2's up and running, and here's why that's great news for natural gas producers
    www.bizjournals.com
  • H
    Hairytoadus
    Good results. Looking forward to the CC tomorrow. The future looks bright for this Company.
  • J
    JeffreyT
    Morgan Stanley upgrade today. Overweight. PT raised to $14. Nice. Company is completely overlooked.
  • E
    Edelweiss
    rates are still strengthening and NVGS investors are starting to take notice. Still early innings of the rebound
  • H
    Hairytoadus
    Small world, 2 days ago I purchased shares in DHT, another company in which BW Group has a substantial interest. Is there any reason to expect them to buy NVGS outright?
  • J
    JeffreyT
    Back in.
  • H
    Hairytoadus
    Great report on the new terminal and completion later this year. Should be a great year for NVGS as sounds like volumes are already picking up.