Hohum777

Chris Mascarenhas

Hohum777’s Activity

Yesterday

NL

Boards Post

Hohum777 replied to the Value Hounds board. 10:49 AM

Re: Tisch on energy prices / investment

Let me start by saying I have no opinion on Tisch or L.


But by that rationale, who cares what the CEO of Seadrill has to say?

SDRL shareholders, I being one of them :)

And since you mentioned SDRL, I would [more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 10:30 AM

GLNG - another GoFLNG deal

Golar announced a second GoFLNG vessel deal with Ophir

http://finance.yahoo.com/news/ophir-energy-plc-appoints-gola...


Like the first [more]

Mon May 4

NL

Boards Post

Hohum777 posted to the Shipping News board. 11:22 PM

New shipping entrant?

Read the initial news item in a ship-broker blurb- Parakou Shipping, via SPAC offering--
[more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 3:21 AM

Euronav Q1 2015

Q1 2015 results for Euronav. Best quarterly results in 6.5 years

Average spot and TC rates for both vessel categories quite impressive
VLCC daily: Spot $50,845 , TC $44,547

Suezmax daily: Spot $41,944 , TC $41,593

[more]

NL

Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 3:03 AM

Saudis tapping wealth fund

Interesting development- Saudis wealth fund down by $36B while they keep pumping oil at these lower prices.

[more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 2:24 AM

Suezmax projections

Shipping broker CR Weber predicting strong market for Suezmax fleet through the second half of 2016. The basis
for this bullish view are three factors
1. Growth in worldwide crude supply
2. Stronger competition in Aframax markets
3. [more]

Sun May 3

NL

Boards Post

Hohum777 replied to the Value Hounds board. 2:28 PM

Re: Fredericksen

ITCL, as I understand, is an empty hull, as it was the Windsor group, a subsidiary of ITCL, that got distributed
to bondholders. In any case, the market value of ITCL, as quoted at the Oslo OTC market, is in the same range as
the market
[more]

NL

Boards Post

Hohum777 replied to the Value Hounds board. 7:32 AM

Re: TOO in 2015

You own 1.28% of TOO? Wow.
Ant


K-n-n-a-a-r-r-r!!!

NL

Boards Post

Hohum777 posted to the Value Hounds board. 3:33 AM

TOO in 2015

Time for another shipping idea- Teekay Offshore Partners (TOO).

Teekay Offshore Partners (TOO) was spun off from parent Teekay Corp (TK) about 8.5 years ago. At that time,
most of the assets were shuttle tankers, and a few Floating [more]

Sat May 2

NL

Boards Post

Hohum777 posted to the Shipping News board. 9:17 PM

Scary ST (Golar)

I was skimming through the latest Golar LNG (GLNG) 20F yesterday. Other than one FSRU, all their newbuild LNG
tankers appear to have have delivered. All is 10 vessels. How many are currently employed? Two, each on a one
year charter with [more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 6:08 PM

NAP Q1 2015

Results for first full operational quarter
- $16.7M of revenue
- $12.6M in EBITDA
- $1.0M in profit-share
- $6.3M in net income
- Distribution of 41.25c/unit

[more]

NL

Boards Post

Hohum777 replied to the Shipping News board. 3:24 PM

Re: Dry bulk in deep misery

inexcusable

Yes ... especially an entity with the ticker SHIP :)

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 2:46 PM

Re: Tug Boat Companies

I am looking for niche in the shipping industry that involves the shepherding, refueling, and/or resupplying of
other ships. A tug service business seems to be a good business model at first blush.


I think there is confusing [more]

NL

Boards Post

Hohum777 posted to the Dividend Growth Investing board. 12:26 PM

EURN restarts

Belgian tanker company Euronav (EURN), which added a NYSE listing in Jan 2015, announced plans to pay a dividend
again. Based on the previous quarter's results (Q4 2014) the company indicated they will pay a 25c/sh dividend in
May 2015. Going [more]

Fri May 1

NL

Boards Post

Hohum777 replied to the Value Hounds board. 10:27 PM

Re: Fredericksen

Minor interests:
Avance Gas Ltd (Oslo: AVANCE; joint with Stolt-Nielsen and Sungas Holdings)
Golar LNG (GLNG; only 2% interest left; however, Kate Blankenship is still director)
Golar Partners (GMLP; via GLNG; Kate Blankenship is
[more]

NL

Boards Post

Hohum777 posted to the Hohum's RollerCoaster Ride board. 9:02 PM

May 2015

5/1
- Surprised by market's reaction to EURN results. Took another nibble in Trading ac. Later, added a nibble to Roth ac

- Nibbled on FUEL

- Decided the LNKD whack was overdone - added to Roth ac

- Nibbled on [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 8:42 PM

Re: HoHum's Shipping basket 2015

5/1
- Nice bounce for NAP on earnings announcement. Looks like the MLP had $1M of profit-share in Q1 2015.

- Added to EURN nibble in Trading ac, then nibbled on EURN for Roth ac.
I don't think too many shareholders will vote against [more]

NL

Boards Post

Hohum777 replied to the Shipping News board. 8:35 PM

Re: Dry bulk in deep misery

Did I forget anyone?

Yes, a group of tiny survivors ... FREE, SHIP, ESEA, NEWL

NL

Boards Post

Hohum777 posted to the Frontline Ltd. board. 9:33 AM

More shares

Almost 13M shares issued in Apr 2015. To pay the bond or to pay SFL's cash sweep?


http://www.frontline.bm/IR/press_releases/1918011.shtml

Thu Apr 30

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 10:02 PM

Re: HoHum's Shipping basket 2015

4/30
--EURN reported Q1 earlier today. Figures look quite decent
- Over $200M in revenue
- EBITDA of $131.3M
- Net income of $80.8M
- spot avg: VLCC $50.8K daily & Suezmax $41.9K daily
- Have reinstated their initial [more]

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Board Posts 11391
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