Sure Nikhil. Appreciate your view. For me too it is an opportunistic bet. Its just that say for e.g. if NCL would have been trading at EV/tonne of say 100-120$ and EV/Ebitda of say may be 8-9 then despite good earnings visibility there might not be much scope of appreciation and less valuation comfort.
But I do get your point and either ways there is some money to be made here 
Regards.
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