Okeanis add to fleet

11/20 I saw the Okeanis (ECO) price dip yesterday, but didn’t dig deeper. Well, the item below might have something to do with it. A share offering to cover part of the cost of two Suezmax newbuilds delivering in early 2026

https://seekingalpha.com/news/4523737-okeanis-eco-tankers-plans-share-offering-to-fund-suezmax-tanker-newbuildings

Since NAT recently announced a pair of Suezmax newbuild orders @ $87M, it seems ECO is paying up to get newbuilds early, maybe $10M per vessel more. Is the extra cost worth it? Maybe. Entirely depends on the near term Suezmax spot market rates (near term being the next 12 - 24 months). I think, if the proceeds are used mostly on the newbuilds, then ECO will have a similar gearing as their current fleet leverage.

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