SHIP

Tufton Assets Community

LSE:SHIP Community
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SHIP
Tufton Assets
ZE
zeg0at
Community Contributor

Tufton Assets: High-Yield, Deep-Value Shipping with a Built-In Exit 28% NAV Discount

Executive Summary Tufton Assets Limited (LSE: SHPP) presents a rare and compelling opportunity in public markets: a high-yield, NAV-discounted, actively managed vehicle with a clearly defined end-of-life wind-down strategy. The company's structure, execution history, and exposure to shipping segments aligned with geopolitical and macroeconomic dislocation make it uniquely suited for investors seeking inflation-protected income, asymmetric upside from trade realignments, and built-in downside mitigation through real asset monetization.
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US$1.40
FV
19.3% undervalued intrinsic discount
20.67%
Revenue growth p.a.
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