PRM is my clear choice now, on yet another US instigated crisis.

Prima Marine or PRM (7.80) is my clear pick now or/on especially if on any price correction. Here my choice now during this over the weekend announced US attack on a sovereign nation, Iran.

Realize, Oil must keep moving even when prices are uncertain or on the upward move. That’s where & when shippers and storage operators like PRM earn more.  Oil volatility helps transport and storage companies because:
---uncertainty slows oil flows
---slower flows require more ships and more storage.
During periods like Gulf tensions (2019), Ukraine war energy shock (2022), COVID oil dislocation (2020)
What happened back then?
---Tanker rates surged
---Floating storage demand exploded
---Logistics earnings improved — sometimes after oil peaked.
more time under contract = more revenue as they benefit on disruption rather than suffer from it.
Realizes, logistics depends on movement, not price.

We observed during:
2003 Iraq war aftermath
2019 Gulf tanker tensions
2020 oil storage crisis
2022 Russia–Ukraine energy reshuffling
In each case:
Oil spike came first.
Tanker earnings boom followed.
Why this fits PRM’s profile as this company benefits when:
---Oil keeps flowing
---Routes become inefficient
---Storage demand rises
---Regional inventories increase

It does not need oil at $150. It needs uncertainty lasting months, not days. I think this is now what is likely to happen and so will benefit Prima Marine (PRM).   PRM holds a substantial amount of treasury shares and here is what they just late last week SET announced:

"Date of Board resolution : 26-Feb-2026 Total number of shares to be resold : 172,889,300 (shares) Shares to be resold as % of total : 6.92 paid-up capital The resale of share repurchase project/Shares resold on SET Number of shares to be resold (shares) : 172,889,300 Shares to be resold as % of total : 6.92 paid-up capital Start date - End date of repurchased : From 05-Mar-2026 to 11-Mar-2026 shares disposition"

Note how they state they plan to sell out all these shares from "March 5th to March 11th", and I just don't think this is a typo.  Wow in 6 days?  This to me means very likely that they have institutional interest in getting a big block of PRM shares which is positive, not least as it will increase PRM's free float.  PRM is no small cap and trades in millions of shares per day, it announced a 0.25 Baht dividend, Record Date 07 May 2026,  Payment Date is 26 May 2026. This company just reported a near 7% increase in profits compared to year 2024, to 0.96 Baht per share or so is trading at a very undemanding p/e of 8.1  -with a trailing dividend yield of 6.4%.   

PRM is my clear choice on this upsetting global news I would view it with a strong buy opinion.  Note PRM is a core choice in my last model portfolio posted here at the start of the NY 2026, price back then was 6.90.  The risk is an outright global recession and a prolonged long war, which I think is unlikely. 

Best Regards,