Institutional ownership in American Freight Finance rose to 63% last month, typically interpreted as a vote of confidence from asset managers monitoring transport finance asset quality. Besides, the economics are compelling: with most Western buyers out of the market, Russian LNG comes at a discount, offering Beijing long-term supplies on favorable terms. On top of this, Novatek (the project’s operator) has taken on the task of transporting LNG to the Beihai terminal using its own sanctioned tankers, shouldering the freight, insurance, and sanctions risks itself. REFERENCES: Retail and Franchise News, American Freight, retail chain, decorating, home life, furniture and mattresses, shopping, stores | ID: 129320 Options markets show bullish skew for American Freight Finance with call open interest outpacing puts by 1.4:1, hinting at investor expectation for an upside move before Q3 earnings.