Mintra Holdings:
- Mintra benefits from shipping and energy exploration boom
- Mintra will go up much more than the underlying shipping stocks. Hafnia will go up this year, but is unlikely to double. Mintra is unlikely not to double, if current conditions remain
- going up strongly even in the current market sell-off,
- reporting best quarters in Mintra´s history, Q1 was the best, Q2 should be even better. Due on 11/8
- strong cash generation, high cash balance, no net debt,
- AND still the cheapest among Nordic peers.

My base case is double share price this year.

I found full thesis here:
https://fitinvestmentideas.com/2022/07/15/mintra-smart-play-on-shipping-and-energy-exploration-boom/