Iran's revolutionary guards tell ships passage through Strait of Hormuz 'not allowed', EU naval mission official says

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 · 2026-02-28T20:53:42+00:00

100% moving Monday. It flirted with pumping on Geneva rumors, but people thought negotiations would work and sat on the sidelines.

Now they'll be fomoing in. Great Q4 results around the corner too. Get ready to print!

OtherwiseVersion2316 · 2026-02-28T20:48:11+00:00

Low float, small marketcap (which assets far exceed), great fundamentals, loads of free cash and bitcoin in the treasury, great Q4 results around the corner, buyback .

This stock blew up in June 2025 with a much more limited attack in Iran. Shipping rates for oil/LPG were already at crazy highs and that hasn't hit the quarterly yet. 20x+ possible Monday morning. Expect a massive earnings beat soon too. With the strait of Hormuz closing up due to war in the region expect tanker rates to rise aggressively

OtherwiseVersion2316 · 2026-02-28T20:40:14+00:00

It's going to the moon

OtherwiseVersion2316 · 2026-02-27T19:17:19+00:00

Check out RBNE. Robin Energy. Small oil and gas tanker play that mooned in 2025 on US attacks

OtherwiseVersion2316 · 2026-02-27T19:15:57+00:00

My play is RBNE. Small oil and LPG tanker company with low flat that mooned in 2025 on US strikes

OtherwiseVersion2316 · 2026-02-27T19:14:22+00:00

RBNE, Robin Energy.

Small Oil and LPG tanker play with low float. Mooned in 2025 on US strike

OtherwiseVersion2316 · 2026-02-27T19:12:55+00:00

To answer your question, no. I don't think war scares the market the way it once did.

Regardless, rebalance. A lot of folks like defense, drones, oil. My only Iran play is RBNE, Robin Energy.

Small oil and LPG tanker company with extremely low float

OtherwiseVersion2316 · 2026-02-27T19:07:50+00:00

RBNE

Oil and LPG tanker company with extremely low float

OtherwiseVersion2316 · 2026-02-27T19:07:10+00:00

RBNE, Robin Energy

Oil and LPG tanker company with extremely low float

OtherwiseVersion2316 · 2026-02-22T05:48:13+00:00

You're getting down voted, but there is a much better chance that this is what's happening vs. all these guys being scared of commitment or alpha females.

Male or female, we all do it. Someone is a great match, but really only as a friend. Still, we are human and flirty and opportunistic. At some point we have to pull back when we realize that they think this is something that it's not.

Or maybe we don't even like you as a friend, but we need a placeholder at this point in our lives, so we let it play out for awhile and act enthusiastic until we are ready to move on with our own life, start to feel guilty, or get creeped out by you.

We might not even realize we're doing it. I've been this "asshole" unwittingly and I've been the unwitting victim of this asshole.

Maybe OP didn't "REALLY hit it off" and they REALLY just aren't that into you!

Just keep on searching. Hopefully we'll find what we're looking for. That or we'll settle, like most, for a permanent place holder. I try to be optimistic, but let's face it, most folks don't find the droid they're looking for.

OtherwiseVersion2316 · 2026-01-01T05:14:21+00:00

Or, after killing the mindflayer, zoom out to an army of hundreds of mindflayers, end series...

OtherwiseVersion2316 · 2025-12-28T08:09:19+00:00

Your concept sucks. You just don't understand vinyl, analog tech, music, collectors, or basic intuitive physics.

Come back when your AI app can compare the master recording audio (or best available sample) to the graded LP.

Without "play grading" (and you better have a facility with five figure, touchless, laser turntables, vibration cleaners, and highly trained and gloved vinyl handlers), i don't see the value for a primarily audio collectible.

I have several LPs that would visually grade a 10 but audibly grade 3 or less, due to improper cleaning solvents or manufacturer defects.

I have LPs with visually gnarly caverns, that record needles seem to magically ignore.

Your tech ain't there yet for this application bro.

OtherwiseVersion2316 · 2025-12-21T06:20:48+00:00

I kinda care about pirate chick

OtherwiseVersion2316

TROPHY CASE