Bram de Haas
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Bram de Haas in Special Situation Investing News,

Vopak: Upcoming Stormy Weather Made The Market Abandon A Company With Terrific Long-Term Earning Power


  • Awkward timing with terminals coming online, China's economy slowing, and oil tanking have put lots of pressure on the stock.
  • The upcoming difficult circumstances should not be dismissed, however, in my opinion, the company should be able to cope.
  • Meanwhile, this is a company with a track record of returns easily exceeding its cost of capital.
  • If you take a bit of a longer-term view beyond an Asian recession, this looks like a terrific investment.

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