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Motley Fool Special Ops / Special OpsSold: Box Ships

URL:  https://boards.fool.com/thanks-for-the-insight-i-sat-down-with-the-20f-29578757.aspx

Subject:  Re: PRGN Date:  10/3/2011  1:31 AM
Author:  Capivara Number:  48 of 474

Thanks for the insight. I sat down with the 20f excited to find something. But going in if it doesn't pass as a book value play I'm going to move on. And right at the top of the 20F is the warning that market values for vessels is not only highly volatile but that the volatility is independent from current market conditions. So what I will do when I get around to it is try to get some comps, maybe some recent liquidations and then see where the implied recovery is. Currently focused on a potential special op that I will share a writeup on if it turns out to be interesting.
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