Author pitches a ZIM merger-arbitrage play and a GASS value/compounding thesis.
GASS — LONG Author presents StealthGas (GASS) 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 stock has compounded around 165% over 5 years and the author believes it 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