Tanker companies such as International Seaways, Teekay Tankers, Nordic American, Okeanis Eco, DHT and Scorpio Tankers are a boring, underrated sector nobody talks about. Tankers are an absolute necessity, and while not a glamorous business like AI, they still produce great returns. x.com 

Oil majors such as Shell, BP, ExxonMobil and Chevron deserve their multiples because they have consistently generated 10%+ returns across complete energy cycles. They are integrated, now diversified, and control a key commodity for decades ahead. Investors will do fine if they hold for the long term. x.com 

StealthGas trades well below net tangible asset value even after its move up, as ocean shipping stocks show relative strength amid ongoing conflicts and shipping rates are reportedly rising. It has one of the best charts among shippers, with a clean triangle consolidation in an uptrend on telling volume. x.com 

C3is trades far below its cash: about $48M on the books against a float of roughly 1.5-2 million shares implies $24-32 a share, yet the stock is near $1.5, and the company is now profitable. It was a dilution machine while acquiring its fleet, but the story looks to be changing. Short interest is 55%, cost to borrow 146%, few shares remain to short, and institutional ownership rose. About 450,000-500,000 warrants at $1.51 and $2.44 remain, making $2.44 the next target. x.com  x.com  x.com  x.com  … Show more

Oil producers and royalty companies such as Canadian Natural, Suncor, Freehold Royalties, Viper Energy and Obsidian Energy can make money without oil going higher, if prices stay elevated longer than the market expects, say through year end. Many are still valued on trailing free cash flow yields, realized prices and production rates, none of which reflect the current elevated spot price. x.com