Joeri — Very impressive earnings $IMPP versus a low Enterprise value (no debt, large cash position), plus active buybacks.
Same owner (Vafias) as $GASS , so definiately some corporate go…↗
April 2026 · 3 mentions
Apr 29
Joeri — VERY well done deep dive on $IMPP. Balanced take, including discussions on corporate governance issues and warrant overhang. 👇↗
Apr 24
Joeri — @ed_fin lol, proof that $IMPP is remarkably cheap. tiny enterprise value...↗
Apr 8
Joeri — I have the least #Shipping exposure, I had in a long time. I think odds of a global recession are high. Shipping stocks went up a lot lately already. Obvious money has been made im…↗
March 2026 · 1 mention
Mar 1
Joeri — @gnoble79 From a shipping pov,
$TEN is still very cheap, and sizable leverage and profit sharing in their portfolio, still sub 1B$ market cap.
$NMM is cheap still
$TRMD, $ASC , $ST…↗
December 2025 · 2 mentions
Dec 31
Antonio Costa — $CISS Imperial Petroleum Inc. $IMPP stake 74% 😳 https://t.co/yIK1PdeFQi↗
Dec 22
Antonio Costa — $IMPP anyone ? Today's news: Imperial Petroleum today announced a management-estimated net asset value of $508 million, equating to $11.38 per share and $9.21 on a fully diluted ba…↗
October 2025 · 1 mention
Oct 23
Keyser Soze — Basically a ~4x now, with NAV >$14/share (another ~3x from today’s stock price). The fleet recently doubled in size and can easily double in size again if tapping the debt-free…↗
July 2025 · 2 mentions
Jul 28
Keyser Soze — @Adrian_Smith12 @thmessini Harry has a track record of satisfactorily (if not lazily) running $GASS, where he is also the largest shareholder. I believe he is most likely to do the…↗
Jul 26
Keyser Soze — Top 8 Holdings
(alphabetically)
$ALGT
$ATY.V / $ATCMF
$CERT.V / $CRDOF
$DBG.V / $DBLVF
$ESAU.CN / $ESAUF
$IMPP
$MAHA-A.ST
$PANR.L / $PTHRF
Most are completely overlooked/misunder…↗