Ardmore Shipping Corporation (ASC) — Position Hub · Vaapad Capital

ASC

Industrials

Ardmore Shipping Corporation

Position closedPosition fully closed — last exit 08. Apr. 26.· held 47 days

A retrospective, descriptive note on holding status — not investment advice. Live weight, entry and P&L stay in the sections below (subscriber-gated).

Current positionSubscribers

No current live-book snapshot for ASC in this environment.

Weight, entry and P&L are read from the reconciled brokerage snapshot with a LIVE/STALE/FALLBACK/SHADOW freshness ribbon. When ASC is an open position in the founder's book, the figures render here for subscribers; otherwise this stays an honest empty state rather than showing fabricated numbers.

Price history & my trades

Arrows mark the founder's own executed buys (up) and sells (down) — aggregated per day, volume-weighted price.

The thesis

No public thesis published for ASC yet.

The public thesis is drawn from the founder's published field notes. When a public note tagging ASC goes live, its thesis anchors this section. Subscriber-only notes are listed below as locked teasers — their content is never surfaced here.

Why it moved today

ASC fell -3.04% versus its prior close (last 16.91 vs prior close 17.44) (as of 2026-08-05 05:31 UTC). The market was pre at the time of this quote. This is a descriptive record of the move — not a forecast or a recommendation.

Rewards

ASC gives the book Industrials exposure — see how that sits in the overall sector mix.
ASC has 1 fully round-tripped call(s) on the public ledger — every one scored, winners and losers.

Risks

ASC is a single, concentrated position in one founder's personal book — single-name risk, not a diversified fund.
Past performance is not a reliable indicator of future results. Everything on this page is retrospective disclosure, not investment advice.

Position scorecard

65avg / 100

Track record

Fundamentals

Valuation multiples

Market cap: $689.97M
Enterprise value: $677.63M
P / E (TTM)Price to trailing earnings: 6.58x
P / E (fwd)Price to forward earnings: 21.01x
P / BPrice to book value: 0.99x
P / S (TTM)Price to trailing sales: 1.87x

Conviction history

Field note21. Juli 26
Field note (subscriber)
Ardmore Shipping — der Produkttanker-Zyklus
Trimming08. Apr. 26
Trimmed position
250 @ 15.172 EUR
Exited08. Apr. 26
Exited position
250 @ 15.173 EUR

Position history

16 fillsNet 0 unitsBought 3,500Sold 3,50019. Feb. 26 → 08. Apr. 26

Date	Action	Qty	Price	Value	Running net
08. Apr. 26	SELL	250	15.173 EUR	3,793.2 EUR	0
08. Apr. 26	SELL	250	15.172 EUR	3,793 EUR	250
08. Apr. 26	SELL	100

ASC on the Call Ledger

Closed	Dir	Entry → Exit	Hold	Return
08. Apr. 26	LONG	14.794 → 14.908 EUR	47d	+0,77%

Field notes mentioning ASC

This page is a retrospective, descriptive disclosure of a single position in the founder's personal trading account — reconciled against IBKR Flex. Not investment advice and not a solicitation to buy or sell any security. Weight, entry and P&L are stamped with the data-freshness state; live figures may lag. Past performance is not a reliable indicator of future results.

ASC