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"$BRUT thinks this time is different assumptions; capex = 135M tc_lifetime_rate = 55k/d opex = 8239 ( $ECO ) util = XX% years = XX discount_rate = X% Scenario X (80% Debt @ 10%) Only interest payment bullet at the end. - IRR: -XXXX% NPV: $43.60M Scenario X (100% Equity) - IRR: XXXXX% NPV: $33.80M Not to mention the tankers are delivered in 28-29. For comparison the average VLCC rate has been 37k/d since 1990 so they better hit the bull market right out of the gate 🧐"
X Link @FjordPhil 2025-10-21T13:27Z 1402 followers, 1231 engagements