Added to YB: 2026-07-22
Pitch date: 2026-07-20
GASS [neutral]
StealthGas Inc.
+3.36%
current return
Author Info
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Company Info
StealthGas Inc., together with its subsidiaries, provides seaborne transportation services to liquefied petroleum gas (LPG) producers and users in Greece and internationally.
Market Cap
$317.2M
Pitch Price
$8.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.27
P/E
5.10
EV/Sales
1.07
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
$GASS: an activist asked a debt-free LPG shipper to liquidate itself — the catch is who owns it
GASS (overview): Debt-free LPG shipper at ~$8.53, ~5x earnings, $317M cap vs $475M fleet book + $131M cash. TowerView (7.3%) demands liquidation, pegs $20+/share. Q1'26 NI $15.9M, EPS $0.43. Catch: Vafias family owns ~31%, no dividend since 2009 — letter lacks teeth. Monitor 13D escalation.
Read full article (2 min)