Just thought I revive an old thread to get some discussion on SST going. I think Steamships is a good bet given 1) at current market valuation, its enterprise value is backed by property assets and 2) The PNG LNG expansion project is likely to provide a massive earnings boost to SST similar to what happened during the first construction phase of the PNG LNG project. Earnings nearly doubled between 2009 to 2012 so I see the history repeating over the next 3-5 years.
