Hohum777

Chris Mascarenhas

Hohum777’s Activity

Yesterday

NL

Boards Post

Hohum777 replied to the Value Hounds board. 11:47 PM

Re: Deep Water

On the recent earnings call Oceaneering execs said that some of the ship companies were acting irrationally,
are in big trouble with the implication they may go bk. Any candidates with weak finances? Perhaps a bk or two
will mark the
[more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 11:20 PM

DHT Q2 2015

7/28
DHT announced Q2 results today
- $68.1M net revenue
- $49.5M EBITDA
- Dividend for Q2 of 15c/sh
- Pre-paid $20M of debt this Q
- Spot trading VLCC's avg $52.3K daily

[more]

Sun Jul 26

NL

Boards Post

Hohum777 replied to the Value Hounds board. 12:24 PM

Re: Sovran Self Storage SSS

As someone in a life transition, and thus renting a storage unit, I just want to add an observation.
It isn't always residential storage excesses, or "pack rats", if you wish. I will offer two other instances
1. Small businesses - I [more]

Sat Jul 25

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 3:45 PM

Re: M-S: Oil rout worst in 45 years

Contrary to popular opinion there really isn't a whole lot of spare capacity out there, the
Saudi's are producing all out and the US after a short break is back to laying up rigs which after
time results in lower production. Iran won't
[more]

NL

Boards Post

Hohum777 posted to the Frontline Ltd. board. 2:22 PM

Good week ending 7/24

FRO ended @ $2.52/sh on 7/17
This last week, shares moved up to $3.40 on 7/22, and eventually closed @ $3.35/sh. Shares gave up a
little to end the week @ $3.12/sh - +23.8% in a week is pretty good.

No news from FRO itself. But a [more]

NL

Boards Post

Hohum777 replied to the Shipping News board. 1:56 PM

Re: STNG sell investment

Thanks. As I mentioned, I was aware it was a piece-meal exit, but it wasn't something I really wanted
to dig up. Unless I was reviewing STNG.

Fri Jul 24

NL

Boards Post

Hohum777 replied to the Shipping News board. 9:55 AM

Re: STNG sell investment

The order book of VLGCs transporting LPG is about 50% of the fleet on the water. Scorpio grabs the cash at
a time where the charter rates are sky-high. The glut and the encompassing decline of charter rates is
scheduled for end of 2016.
[more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 12:18 AM

STNG sell investment

Scorpio Tankers (STNG) have decided to sell a 6M share stake of Dorian LPG (LPG) for $15.34/sh

[more]

Wed Jul 22

NL

Boards Post

Hohum777 posted to the Shipping News board. 11:59 PM

GLNG developments

News from Golar LNG
- Financing has been arranged for the first GoFLNG vessel
- Golar is proceeding with the upgrade of the Gandria as a third FLNG vessel. This vessel will actually
be used for the second project, with Ophir in [more]

Tue Jul 21

NL

Boards Post

Hohum777 replied to the Value Hounds board. 6:44 PM

Re: NM: My Big Fat Greek splat

Wow, when it moves, it moves up fast! That is a fairly meteoric rise in just a week

Possibly a combination of factors
1. (Temporary??) resolution of Greek debt
2. Bounce in Baltic Dry Index - was 800 just two weeks ago, now [more]

Sat Jul 18

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 11:37 PM

Re: Sub-$2/gal gas by end of 2015?

7/17
Silicon Valley area was $3.15 - $3.65 last week. Had been moving higher this week, $3.25 - $3.80 this
week. Am in the Central Valley this weekend- normally, about 25c - 30c cheaper than my area. kinda
surprised to see fuel somewhat [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 9:40 PM

Re: HoHum's Shipping basket 2015

7/18
Haven't looked at the port or the shipping basket too much this week. Yes, I had been aware that the BDI
seems to have flipped and headed a lot higher the last 10 days or so. But, I had paid close attention to
the impact to the port [more]

Wed Jul 15

NL

Boards Post

Hohum777 replied to the Deranged Monkey Criticism board. 2:17 PM

Re: Bubble call

Besides ASHS mentioned above, also ASHR (Also a Deutsche tracking fund, and includes some smaller-sized
companies). Another suggestion is PEK

Tue Jul 14

NL

Boards Post

Hohum777 replied to the Value Hounds board. 3:35 AM

Re: ENPH

I also noticed the ENPH dive end of last week and wondered about that. But I was also dealing with some
of my own picks diving, so I was distracted


HoHum

Sat Jul 11

NL

Boards Post

Hohum777 replied to the Value Hounds board. 12:10 AM

Re: NM: My Big Fat Greek splat

I am mighty tempted to add to my stake even though it is now up to nearly 2.5% of my portfolio as
the long term risk/reward looks good at current prices.


physdude, good call if you followed your conviction on NM. Then [more]

Fri Jul 10

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 11:45 PM

Re: July 2015

7/10
- Added to NCV in Mizone ac
- Another nibble on EGY

- NADL announced an extension with Total for UDW asset in 2016. Adds about 5.5 months of charter
backlog, but with a catch. NADL adjusts to a lower rate for Jun - mid-Aug [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 1:06 AM

Re: July 2015

7/9
- One move today, nibbled on BDCL. Was aware that dividend was around the corner, but not that ex-div is
tomorrow. Wot? I get a divvie- slightly higher divvie too - $0.8862/sh

- Wonder what happened with ENPH? Well, besides the [more]

Thu Jul 9

NL

Boards Post

Hohum777 replied to the Value Hounds board. 3:13 PM

Re: NM: My Big Fat Greek splat

It is interesting to see that the NM stub is still significantly negative. I am mighty tempted to add
to my stake even though it is now up to nearly 2.5% of my portfolio as the long term risk/reward looks good
at current prices.
[more]

Wed Jul 8

NL

Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 7:35 PM

Greek crisis: Unintended consequences

Most of the larger Greek-run ship owners have their fleets operating in shipping lanes around the globe.
I didn't woory too much about them. I mean, in some cases (NNA, TNP) their corporate head office is a
safer location e.g. Monaco, [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 4:16 PM

Re: July 2015

7/8
Prior to the NYSE grinding to a halt
- Exited the NNA Trading ac nibble
- Exited the MIL nibble
- Bot more FRO in Roth ac
- Another INVN nibble in Trading ac
- Exit NADL nibble in Roth ac

- Unsure about DRIP ac [more]

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Score -1843.33
Score Change Today -12.24
Accuracy 39.53%
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 11609
Recs Received 18619
People who have rec'd these posts 1409
Recs to Posts Ratio (last 30 days) 3.70
Threads Started 3646
Threads Started Percentage 31.41 %
Most Frequent Board Shipping News
Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 66.60 %
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