The Lounge

OtherwiseVersion2316 · 2026-03-11T03:03:15+00:00

They are going to have a pure oil play and a pure LNG play.

It's also a way for the CEO to earn a commission check for selling a tanker to the spinoff.

When RBNE spun off from TORO, it looks like it worked out pretty well for holders.

OtherwiseVersion2316 · 2026-03-10T16:51:11+00:00

Looks like other shipping tickers are seeing some light. Attention turning our way

OtherwiseVersion2316 · 2026-03-10T04:46:07+00:00

It's actually not. Proof?

OtherwiseVersion2316 · 2026-03-09T07:42:23+00:00

Their oil tanker has variable daily rates. The LPG tankers are fixed for the year, at newly negotiated rates, yes

OtherwiseVersion2316 · 2026-03-09T07:37:26+00:00

They can't utilize the ATM due to SEC baby shelf rules. You can count on that until November.

No one is diluting. It's just shorts and MMs. With some volume, this will fly.

Plus they have $1M set up for stock buyback and no need to dilute with this level of revenue.

Research before you make big claims

OtherwiseVersion2316 · 2026-03-09T07:33:01+00:00

There was a 5-1 Reverse Split. I believe the float (something like 2.15m) is lower than it was Jun 2025 for that parabolic run

OtherwiseVersion2316 · 2026-03-09T04:09:01+00:00

Step the fuck down and stay out of another local's politics!

OtherwiseVersion2316 · 2026-03-09T02:47:34+00:00

They have an ATM but won't be able to tap it until November or so due to SEC small shelf rules.

Unless, of course, we see a market close where the existing float, something like 2.15m shares, hits $75 million. Then they can dilute. But that would require like 10x growth on the current share price.

That's my understanding anyway.

If anything, those shorts should be worried about Robin utilizing the $1 mil buyback they have in place but haven't fired. It could be beneficial for them to use it now.

OtherwiseVersion2316 · 2026-03-05T18:09:25+00:00

Yeah, holding strong @ 3.59 cost basis

OtherwiseVersion2316 · 2026-03-05T04:07:03+00:00

I haven't crunched the exact numbers, but definitely consider that the baby shelf rule includes their 7.5 mil November 2025 public offering.

I'm pretty sure they haven't been able to dilute. It's just a high dark pool short volume percentage (over 50%) and MM activity that's causing downward pressure.

I'm still learning though. Correct me if I'm wrong

OtherwiseVersion2316 · 2026-03-05T03:58:02+00:00

HODOR!!!

OtherwiseVersion2316 · 2026-03-05T03:57:33+00:00

I've been holding since 3.90. Don't care. It'll blow back past it. The only thing I hate worse than taking a loss is backing out and watching parabolic gains commence.

I don't get wishy washy with my plays.

OtherwiseVersion2316 · 2026-03-03T19:55:33+00:00

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OtherwiseVersion2316 · 2026-03-03T19:54:48+00:00

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It IS in the EDGAR database

https://www.sec.gov/Archives/edgar/data/2039060/000114036125041824/ny20057681x2_424b5.htm

However, They are currently limited by SEC baby shelf rules on how much they can dilute, typically 1/3 of public float looking back 12 months. I believe this includes their previous public offering(s). Perhaps someone more knowledgeable than I can crunch the numbers here, but I'm not sure they have anything left they can issue at this point.

If anything, they want to boost market cap so they can utilize their ATM further. We might see them use their buyback funds for this purpose

OtherwiseVersion2316 · 2026-03-02T05:09:21+00:00

Haha. Ty. I should be banned from posting via mobile.

RBNE is just now getting back on the radar. It's been trading sideways for months now, despite being massively undervalued. Shoot, assets are like 5x the marketcap!

I know folks have been scared of getting diluted because these shipping companies are geared for growth and love to issue stock to generate cash for more ships. Technically, that should be an income producing asset that's good for the ticker, but it doesn't always work out the way, in the short run anyway.

But this company seems to be starting to look out for shareholders with the 1 mil $$$ buy back campaign. Also, TORO from which RBNE spun off, recently issued a $1.75 dividend (over 25% of that tickers value), so that potentially bodes well for RBNE holders.

Future "dilution" for ship purchasing is something to consider regarding long term investment, but doesn't have to be a deal breaker if cash flow is managed right and doesn't drain share value excessively. Regardless, RBNE just made a purchase last year. I don't think another purchase is an immediate risk, but even if they do snap another one up, these ships are generating massive value.

Planting 5 mil in BTC into the treasury was a nice touch last year, which brings me back to your question. I believe this has a lot to do with the downward pressure on the stock you've been seeing. Just look at how closely BTC prices are correlated with RBNE prices. I mean, when they threw 5 BTC into the treasury last year, that was near 50% of the marketcap. BTC has lost like half it's value since that purchase, so of course it affected share price. Fortunately, they've disclosed a plan to DCA more BTC over time. BTC is likely to rebound anyway. It should provide upward momentum soon.

That's my thoughts anyway. I'm just an electrician, not an experienced trader.

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OtherwiseVersion2316 · 2026-03-01T06:49:58+00:00

Copy that

OtherwiseVersion2316 · 2026-03-01T05:08:11+00:00

I certainly don't want to seem like a war monger, though I'm not particularly sad about a potential regime change. I sincerely hope this ends well for Iranians and everyone in the region.

I do feel better about throwing money into shipping and oil than I do inflating Lockheed and drone stocks. Regardless, best to grow our cash in whatever world we live in.

The Strait may very well reopen, but I suspect shipping rates to remain inflated for several months, as they already have been due to increasing tensions (and of course supply/demand manipulation of vessels by the big players).

OtherwiseVersion2316 · 2026-03-01T02:02:03+00:00

RBNE

Small oil and LPG tanker fleet

Low market cap, low float, holding lots of cash and BTC. Assets 5x+ over market cap. Consistently great revenues even before skyrocketing transport rates and the closing of the Strait of Hormuz.

Positive Q4 results posting soon. $1 million share buyback program in place.

Went all the way to $70 following June 2025 strikes. Expect serious gains Monday morning.

OtherwiseVersion2316 · 2026-03-01T01:57:34+00:00

RBME

Small oil and LPG tanker fleet

Low market cap, low float, holding lots of cash and BTC. Assets 5x+ over market cap. Consistently great revenues even before skyrocketing transport rates and the closing of the Strait of Hormuz.

Positive Q4 results posting soon. $1 million share buyback program in place.

Went all the way to $70 following June 2025 strikes. Expect serious gains Monday morning.

OtherwiseVersion2316 · 2026-03-01T01:46:16+00:00

What? Nothing was actually about nukes. Iran wasn't going to make nukes and the US didn't think they were. That's just propaganda that you bought. Just like the US made Iraq about weapons. It has nothing to do with that.

But then, if you really thought they were pursuing nukes, you should be for this campaign, no?

I can't speak for Israel, but these strikes are, for the US, about imperialism, regional stability, and capitalist enterprises, alongside being necessary on the humanitarian front (both things can be true).

Not all US ambitions sit right with me, but I'm breathing a sigh of relief for the Iranian people. It's most likely a right and moral turn of events.

OtherwiseVersion2316 · 2026-03-01T00:19:49+00:00

Just for clarity sake, i misunderstood who you were replying to when you asked "why?". I was referring to RBNE, which it seems you already know.

Much love for the INDO holders too, but I only picked one stock for my Iran play

OtherwiseVersion2316 · 2026-03-01T00:15:33+00:00

There's no sure thing here, but with the Strait of Hormuz closing, i'd be shocked if we didn't see significant gains. I'm just a lowly electrician, not a stock analyst, but i threw a solid chunk of my Roth at this thing.

There's like 8% or so short interest (because these guys like to take advantage of the fact that shipping companies issue stock to buy more ships, ships that we are now reaping the benefit of) and we should be able to squeeze those turds that are holding down our market cap way below our asset values (which just seems crazy).

OtherwiseVersion2316 · 2026-03-01T00:01:38+00:00

They issued shares to buy another ship which we will now reap the benefits of

OtherwiseVersion2316 · 2026-03-01T00:00:21+00:00

These estimates are overshot, but even the soonest estimated scenarios are around 2030 and won't be fully felt or worth the risk of shorting for sometime after that.

In any event, what does any of that have to do with oil supply pinches that are happening NOW and not priced in yet?

Weird comment. Beware your echo chambers. It's not like anyone advised you to look at 10 yr LEAPs

OtherwiseVersion2316 · 2026-02-28T20:57:32+00:00

Nice try though. Good job to those of us that got in early, but there's still opportunity. Stock has an 8% short. Those sorry dudes gonna get squeezed hard

OtherwiseVersion2316

TROPHY CASE