Hohum777

Chris Mascarenhas

Hohum777’s Activity

Yesterday

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Boards Post

Hohum777 posted to the Shipping News board. 3 hours ago

TOO events

Lots of news from Teekay Offshore (TOO) today.
- Issued $250M in preferred convertible units
- Issued $300M in common units to Teekay parent, TK
- Knarr FPSO finally transfers over from TK
- Maintenance vessel starts formal operations [more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 3 hours ago

Re: June 2015

6/30
- After the TOO sell-off the last few days, a bounce. More equity via preferred convertible and TK being
issued units for Knarr FPSO transfer. Yah! Knarr transferred over and the distribution bump starts in Q3 2015.
- Nibbled on [more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 3:49 AM

Re: Mega casino issues

It's interesting that in Africa China generally uses local labor and Chinese supervision.

Jeff



I'd better not say what I'm thinking, it could be badly misinterpreted.

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 2:39 AM

Re: HoHum's Shipping basket 2015

6/29
When it rains, it pours. I figured some shipping ideas would take a tumble today. I mean, the
sector has a fair number of Greek owners or Greece-based companies. So a NM or SBLK whack might make sense.
NNA, though based in Monaco, [more]

Mon Jun 29

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 10:52 PM

Mega casino issues

Mega casino development in Bahamas running into problems completing a casino, seeks bankruptcy protection
... in US courts.

As with previous Baha Mar statements, Izmirlian blamed the incomplete work and missed deadlines on lead [more]

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Boards Post

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

Re: June 2015

6/29
Two more
- Added to BXE for Roth ac
- Added to BDCL in Trading ac
The last two trades, not so much. First four were pretty decent at the close. Though based in Monaco,
one reason for the NNA trim - the association with [more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 10:22 AM

Re: June 2015

6/29
Greece, the market reacts, choppiness. All in Trading ac
- Trimmed NNA
- Trimmed LVS
- Exit NADL
- Added a nibble to NAP
... Might not be done for the day

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Boards Post

Hohum777 replied to the Value Hounds board. 12:20 AM

Re: FRO in 2015

Sale transaction for Windsor Tanker vessels list in the last couple of weeks. Windsor Tankers was a tanker
owning subsidiary of ITCL, which itself was a subsidiary of FRO. The four vessels are the VLCCs (Pioneer, Progress
British Purpose [more]

Sun Jun 28

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Boards Post

Hohum777 posted to the Shipping News board. 11:54 PM

Mid-size tanker demand

X-post on METAR board- short-term demand for Aframax/LR2 vessels--

http://boards.fool.com/more-storage-tid-bits-mid-sized-tanke...

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 9:08 PM

Re: Happy Anniversary

More storage tid-bits: Mid-sized tankers hired by charterers on a short-term basis for
- Fuel oil storage
- Breaking up parcels of VLCC loads for distribution to other parts of Asia.

[more]

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Boards Post

Hohum777 replied to the Value Hounds board. 4:59 PM

Re: Ventas revisited at near 52-week low

I recall Ventas as a Missash favorite - if he were still with us, I am sure he would have enjoyed the
post, and have added some insights. Me, only an observation that REITs of all flavors have been smacked down
the first half of 2015.

Sat Jun 27

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Boards Post

Hohum777 posted to the Shipping News board. 3:37 PM

Spark in Afra activity

Major spike in Aframax rates on the North Sea route ( over $100K daily), plus some temporary ST storage
requirements in SE Asia have caused rates to bounce during a traditionally less-active season of the year.

[more]

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 3:00 PM

North Dakota snapshot

Informative article that deals with the lives of 8-10 families impacted by the slowdown in the oil patch

[more]

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Boards Post

Hohum777 replied to the Deranged Monkey Criticism board. 6:53 AM

Re: Utilities

Of course 17% position, when the UTE indexes are down 7% for the year, does not make for great returns so
far in 2015 for a BGM investor.


I can empathize with this thought. Southern Co (SO) started the year around $49, and my [more]

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Boards Post

Hohum777 replied to the Shipping News board. 5:04 AM

Re: New Shipping IPO - GNRT

GNRT started trading on 6/25 @ a lowered price - I wonder what happened with the $17 - $19/sh plans?
Tepid interest?? Shares priced @ $14 suggests something was amiss - maybe the payment plans for that huge
VLCC newbuild fleet? Or perhaps it [more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 4:37 AM

Re: HoHum's Shipping basket 2015

6/25
- Glad I did the 6/23 update - that might end up being near the June high-water mark. Certainly did not see
the sudden volatility showing up on the tanker side - TOO, GMLP, NNA, NAT, etc.

- Dry bulk sector does seem to be [more]

Fri Jun 26

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 1:14 AM

Re: June 2015

I've never owned a closed end fund such as PGP. Do you receive a K-1 at tax time? What are the tax implications
when you sell? Does the drop in the Distribution concern you? With the recent bounce back you're buying a 30%
premium to NAV.
[more]

Wed Jun 24

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 3:30 AM

Re: OrmontUS be on the lookout for this:

Already happens in the US - hotels & rental cars, some airports
- In Vegas, many of the hotels charge room guests a resort fee regardless of whether a room guest uses any
of the services - pool, fitness room, etc. I think Wifi access [more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 2:00 AM

Re: HoHum's Shipping basket 2015

6/23
Will post the stats for mid-point or end of Q2 2015 next week. But today was a slight surprise, so I am
including today's data as a marker-
NM - very red; reduced
GOGL - very red;
SFL - black; keep expanding fleet [more]

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Boards Post

Hohum777 posted to the Shipping News board. 12:58 AM

ESEA news

Euroseas (ESEA) has announced plans to reverse-split shares to meet listing requirements. Also, future plans
to split the dry bulk and container vessel fleets into separate companies.

[more]

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