Arbitrage play for zim and buying stealth gas which is zim a like stock

u/Ejkyy09 · Reddit — r/ValueInvesting · February 25, 2026 at 02:13 · ⬆ 5 pts  | View on Reddit ↗
AI Summary

Original Reddit post

Author pitches a ZIM merger-arbitrage play and a GASS value/compounder thesis.

GASS — LONG The author presents StealthGas as a ZIM-like shipping stock: cash is almost one-third of market cap, P/E of 4, profitable, almost no debt, and no dilution unlike IMPP which grew shares from 22.9m in 2023 to 36.4m in 2025. The author claims it has compounded around 165% over 5 years and remains cheap and will continue to compound.

cash almost 1/3 of the market cap. Pe of 4. Profitable. Almost no debt. If you compare it to other shipping like impp ( share outstanding of 22.9m 2023 to 36.4 in 2025) there is no dilution. Been compounding up around 165% for 5 yrs. Still its cheap and will continue to compound

Score 5
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Ideas
u/Ejkyy09 Reddit r/ValueInvesting
GASS cheap, cash-rich, no dilution, compounds
The author presents StealthGas as a ZIM-like shipping stock: cash is almost one-third of market cap, P/E of 4, profitable, almost no debt, and no dilution unlike IMPP which grew shares from 22.9m in 2023 to 36.4m in 2025. The author claims it has compounded around 165% over 5 years and remains cheap and will continue to compound.
GASS HIGH
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This Reddit post, published February 25, 2026, features u/Ejkyy09 discussing GASS. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Ejkyy09  · Tickers: GASS