Asymmetric Bet on Navigator Holdings in case of Hormuz disruption to Ethane/Ethylene Exports

Drafted a DD piece on Navigator Holdings that never makes it past WSB/Reddit filters so posting this without the DD as a yolo.

Gist is that Hormuz is major bottleneck to critical ethane/ethylene feedstock to Asian factories, disruption means importing replacement feedstock from USGC on highly-specialized gas carriers, a tiny obscure shipping segment that Navigator Holdings dominates.

Here are my individual brokerage positions, I hold alot more in my IRA.

https://preview.redd.it/b4v2tln0s2mg1.png?width=1619&format=png&auto=webp&s=ed6beaa5bd9b1c86a4fafe70c92f54a0fbbd1773

Disclaimer: Not financial advice, this is all personal opinion and speculation based on scrolling unverified, anonymous social media postings and chatbot convos. I hold positions in and actively trade the stocks discussed in this article.