Aegis Logistics - Can It Be Exception?

[manpritaurora]

Adding LPG import data points taken from “Petroleum Planning and Analysis Cell” here:

Aegis Logistic-In a sweet spot

India’s LPG import numbers for Feb 2022 are out. Here are the data points: Feb-22 (MT) Jan-22 (MT) MOM change Feb-21 (MT) YOY change 1256 1394 -10% 1521 -17% Apr 21 - Feb 22 (MT) Apr 20 - Feb 21 (MT) % Change 15681 15121 4% There has been a decline in India’s LPG imports both MOM and YOY. However, on a 11 month basis, there is a 4% increase. It appears that for the full year, LPG imports will be flattish. Assuming a constant market share for Aegis, their LPG terminalling …