Comentario muy positivo de Nick en SA. Ha hablado con el management después de la call. Otro indicio más de que las cosas se enderezan:
"I spoke to management after the call this morning. My key takeaway is that Navios is now making an effort to engage with shareholders. The NNA deal was relatively fair to NMM holders but fails to explain or justify the ATMs. I was able to confirm that we are past the ATMs.
There is still the NM overhang that they couldn't talk too much about. I plan on exploring some potential outcomes in a forthcoming article. We can use the NNA deal as a guide to what might happen with NM.
Overall, we have much more certainty about what the future looks like and seem to have a cap on the share dilution. NMM will be a very large shipping co as I had previously speculated. I'm thinking we could have a more defined capital return policy early next year after the NM situation is resolved.
I'm still expecting to see a very nice return from here for being willing to ride out some remaining uncertainty and volatility. I like the new scale of the company and expecting a lot more coverage, visibility, and hopefully transparency. I'm expecting shares to trade much closer to NAV by the spring."
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