Dorian LPG: Strong Balance Sheet, Variable Dividends, Undervalued NAV (NYSE:LPG)

Core Viewpoint - Dorian LPG Ltd. is positioned as a global leader in LPG shipping, emphasizing fuel-efficient vessels that provide a cost advantage over less compliant, single-fuel vessels [1] Group 1: Company Overview - Dorian LPG Ltd. operates in the LPG shipping sector, focusing on fuel-efficient vessels [1] - The company is benefiting from the recent growth in US LPG exports [1] - High demand for LPG is noted from Asian markets, particularly China and India [1] Group 2: Investment Strategy - The company is part of a broader investment strategy that emphasizes building a resilient, income-generating portfolio with a long-term growth mindset [1] - The investment approach is primarily long-only, blending dividend-paying equities, REITs, and selective growth opportunities [1] - There is a focus on disciplined, fundamentals-driven investing, prioritizing capital preservation while compounding returns over time [1]