Added to YB: 2026-09-15
Pitch date: 2026-09-13
HUNT.OL [bullish]
Hunter Group ASA
Author Info
No bio for this author
Company Info
Hunter Group ASA provides oil tanker chartering services through VLCCs in Norway. It also focuses on shipping and oil service investments.
Market Cap
NOK 243.9M
Pitch Price
NOK 17.30
Price Target
30.79
Dividend
5.83%
EV/EBITDA
1.50
P/E
2.37
EV/Sales
1.46
Sector
Oil, Gas and Consumable Fuels
Category
value
Hunter Group ASA ($HUNT.OL) — Thesis and valuation
HUNT.OL: Hunter is a debt-free, short-dated call option on VLCC spot freight, using two fixed-rate in-charters re-let at floating TD3C rather than owning vessels. At the latest $1.4m/day mark, NAV is NOK 30.79/share, 171% above NOK 11.34, but rates must average elevated levels through maturity. A TD3C re-base implies roughly NOK 9.76, while dwindling ship-days rapidly reduce exposure to future freight spikes.
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