Hohum777

Chris Mascarenhas

Hohum777’s Activity

Today

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 2:13 AM

Re: It begins

What I have garnered from reading other offshore driller company reports is that clients would pay for some or
all of the capital improvements on the older rigs. My takeaway from that was there would come a time when a
company needing a rig [more]

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 1:45 AM

Re: Oct 2014

- Ack! NKA briefly stopped trading and got really butchered today. NKA mgmt maintain distribution, but warned
that if conditions persist, the distribution could be reduced or suspended.
[more]

Yesterday

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 3:53 AM

Re: Oct 2014

10/29
- Ouch! Small INVN position takes a nasty whack.

- RGSE spirals down to the threshold $1 level

- Somewhat in stealth mode, the shipping basket seems to have turned around. From being down 18-23% just a
few weeks ago, [more]

Wed Oct 29

NL

Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 3:33 AM

Euro oil ... #3

X-post from Value Hounds

Some interesting data points from Europe's #3 oil producing company, British Petroleum (BP)

[more]

NL

Boards Post

Hohum777 posted to the Value Hounds board. 3:24 AM

Euro oil ... #3

British Petroleum (BP), Europe third largest producer announced Q3 results
- Net income dropped to $3B, but beat estimates of $2.93B
- Underlying oil and gas production, excludes Russia, rose by 4.1%
- Better refining margins
- New [more]

NL

Boards Post

Hohum777 replied to the Value Hounds board. 1:02 AM

Re: Oil

I mentioned this story over on the METAR board last week.

Oil at a lower price/bbl has some negative effects too.
1. It will hurt those with plans to export LNG from the US.
2. It will hurt oil and gas producers in the development [more]

Tue Oct 28

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 9:20 PM

Re: Oct 2014

10/28
- Opportunities come, opportunities go. Yesterday, when NM pulled back, I should have purchased more and averaged
done. Today, NM bounces with out me having added more :( But, at least I own some shares

- NAT has a nice bounce. [more]

NL

Boards Post

Hohum777 replied to the Value Hounds board. 8:44 PM

Re: Oil

I think this is a secret plot by Harold Hamm (CEO of Continental Resources) to avoid earning the tag of
"Most Expensive divorce". ;)


BTW, more stuff for conspiracies-- Chinese buying oil

[more]

NL

Boards Post

Hohum777 posted to the Frontline Ltd. board. 9:31 AM

Debt-for-equity exchange

Another $23M of the convertible bond has been dealt with- so now, 1/3 of the way there.

http://www.frontline.bm/IR/press_releases/1866332.shtml

NL

Boards Post

Hohum777 replied to the Dividend Growth Investing board. 9:05 AM

Re: Starting a Watchlist...

1. This board already has a poster (dfish) who provide an extensive list as a starting point. In addition, the list
gets updated on a monthly basis

2. The Seeking Alpha website has a blogger, Dividends4Life, who enjoys commenting [more]

Mon Oct 27

NL

Boards Post

Hohum777 replied to the Shipping News board. 10:05 PM

Re: Hohum you must

Not sure why this should be surprising.

The scenario of some radical group hijacking a tanker existed prior to 9/11. It was just the world had never
witnessed a group that opted to commit such a heinous crime with civilian transportation [more]

Sun Oct 26

Stock Advisor Boards Post

Hohum777 replied to the Stock Advisor boards. 3:05 PM

Sat Oct 25

NL

Boards Post

Hohum777 posted to the Shipping News board. 9:19 PM

Angola LNG setback

It looks like the Angola LNG restart schedule has been pushed back further--

[more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 12:53 PM

Fredriksen wants Flex LNG

Added more shares on 10/23 and made an offer for the remainder of the company.

[more]

NL

Boards Post

Hohum777 replied to the Dividend Growth Investing board. 12:29 PM

Re: Dividend unknowns

Sandridge Permian Trust ( SD, SDT, SDR, PER ) have gigantic dividends, but they are all crashing price wise,
almost to the point I think they are done with...


Three of the four are royalty trusts- SD is not. Royalty trusts each [more]

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 11:07 AM

Re: Negatives of cheap oil

Not sure, but I think the suggestion is that when the Asian buyers signed the deals, the US NG well production was
cheaper, and somewhat independent of oil price. So the US could produce their LNG at a lower price-point than
a rival [more]

NL

Boards Post

Hohum777 replied to the Frontline Ltd. board. 2:38 AM

Re: New CEO for Frontline Mgmt

So Highlander Tankers adds to the equation around 14 Product tankers. Six of the vessels belong to
FRNT, a trio belong to Ardmore and one is an older Aframax.

[more]

Stock Advisor Boards Post

Hohum777 replied to the Stock Advisor boards. 12:41 AM

Fri Oct 24

NL

Boards Post

Hohum777 posted to the Shipping News board. 10:06 PM

DRYS dilution

About two weeks ago, DRYS pulled an earlier announced notes offering. The company then said it would
look for alternatives. Earlier in the week, DRYS announced that the company would be getting a loan from
financially stronger subsidiary, [more]

Stock Advisor Boards Post

Hohum777 replied to the Stock Advisor boards. 8:27 PM

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 71220 out of 75058
Score -1839.83
Score Change Today -7.73
Accuracy 39.53%
Active Picks 15
Total Picks 93
Best Pick CALM (+100.98)
Worst Pick CWTRQ (-168.18)
Average Score per Pick -19.78
Charms Earned 5
Highest Rated Favorite No Favorites Selected
Go to Hohum777’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 10832
Recs Received 17019
People who have rec'd these posts 1364
Recs to Posts Ratio (last 30 days) 4.90
Threads Started 3345
Threads Started Percentage 30.88 %
Most Frequent Board Shipping News
Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 65.53 %
Show Hohum777’s 10 Latest Posts