Hohum777

Chris Mascarenhas

Hohum777’s Activity

Today

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Boards Post

Hohum777 posted to the Shipping News board. 2 hours ago

TNK Q1 2015

Some pretty impressive figures across all vessel classes
Aframax $26,060 (spot avg $30.7K)
LR2 $24,899
Suezmax $39,433
MR2 $22,836 (Helped a lot by the 50-day TC rate of $39,036)

- Five owned vessels added to the fleet
- [more]

Yesterday

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 5:19 PM

Musings on shipping

Catching up on developments in shipping
1. Dry bulk shipping: In one word, ... "sucks". A few owners e.g. Scorpio, have switched their orders from dry bulk
vessels to tankers. Somewhat of a surprise, there are still a few owners [more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 12:54 PM

Re: OT I said this could happen years ago.

I could see the starting point i.e. Pakistan, and the last step prior to the border i.e. Mexico. I'm having a
more difficult time with the across-the-Middle-East to Libya, then onto Nigeria, through Central America part.
Just too many [more]

Sat May 23

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 9:56 PM

China + Pakistan

China has reached an agreement with Pakistan to provide $46B worth of infrastructure aid- roads and power plants.
If that initial sketch is anywhere close to accurate and the roads are that close to India's border, it seems like
an invitation [more]

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 3:57 PM

OT: About done

HoHum was away 6 of the last 9.5 days. Finally got done skimming through about 500 - 600 posts on the METaR board.
Quite a broad spectrum of topics covered on this great board.

With the extra day off this holiday weekend maybe I will get [more]

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Boards Post

Hohum777 posted to the Frontline Ltd. board. 12:10 PM

Comments from FRO CEO

Some thoughts from Robert Macleod.

- He thinks the tanker sector is at the start of a multi-year recovery phase--
“The next five years will be a lot better than the previous five,” he says, outlining how with less capital [more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 11:27 AM

Re: May 2015

5/22
- Caught up on FUEL news- rejected the low-ball buyout offer.
- Dumped OSGB for a small gain. Later in the day, shares got a small bounce.
- Exited EGY in Trading ac. Maybe some boredom on my part. Overall, this was about break-even [more]

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Boards Post

Hohum777 posted to the Shipping News board. 12:01 AM

TOO Q1 2015

I viewed the Q1 2015 results in the context of a prior discussion of TOO-
[more]

Fri May 22

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Boards Post

Hohum777 replied to the Value Hounds board. 9:57 PM

Re: TOO in 2015

5/22
An update to this thread.

TOO reported Q1 2015 results on 5/14 and supplied answers to some of my burning questions.
1. Knarr FPSO? The vessel did starting production in March 2015, but output meant a prorated payment, and [more]

Thu May 21

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Boards Post

Hohum777 posted to the Shipping News board. 9:48 PM

NM Q1 2015

Navios announced Q1 2015 results yesterday
- Rev of $118.2M
- EBITDA of $26.2M
- NSALI revenue, over half the operational rev - $65.1M vs $53.2M for dry bulk vessels
- Dividend of 6c/sh
- Cash of $200M
- Another distressed JV [more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 12:19 AM

Re: May 2015

5/20
Got back early today after leaving the port unsupervised the last week or so. Some noted items
- Prior to leaving, I had trimmed NAP @ $17.76/sh - good move as shares were already ex-div.
- LINE had a secondary offering at lowered [more]

Tue May 12

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 10:23 PM

Re: May 2015

5/12
- Nibbled on NM in DRIP ac
- Nibbled on NM in Trading ac
- Thought of trimming NAP, but the Bid-Ask spread was too wide. Although Navios mgmt originally considered
a $20/unit IPO price reasonable, I will seriously consider taking [more]

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Boards Post

Hohum777 posted to the Falling Knives board. 9:56 PM

BBSI

Down over 30% at one point today (5/12), finishing -29.34% for the day. At $35-ish, a long way from the $100/sh
the shares hit in Jan 2014.

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Boards Post

Hohum777 posted to the Dividend Growth Investing board. 8:44 AM

Odd payout format

Omega Healthcare Investors (OHI), a healthcare REIT, paid a dividend of 53c/sh for Q4 2014. Their Q1 2015 dividend
was split into two pro-rated payouts. The company paid a 36c/sh dividend for Jan/Feb 2015 in March, then announced
the [more]

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Boards Post

Hohum777 replied to the Value Hounds board. 12:41 AM

Re: Ethyl's slide into the oily vortex of doom

I skimmed through NE's Q1 2015 results. Some observations
- NE mgmt seems comfortable with their fleet coverage in 2015- I think it was 77% on the floaters, 80% on the
Jack-up rigs. It drops off for both categories in 2016.

- [more]

Mon May 11

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Boards Post

Hohum777 posted to the Shipping News board. 11:50 PM

NAT Q1 2015

Announced today - 5/11
- Cash flow from operations of $51M
- Revenue of $69.6M (From link within story)
- Dividend of 38c/sh (mentioned a few weeks ago)
- TCE of around $37K daily

[more]

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Boards Post

Hohum777 replied to the Shipping News board. 10:26 PM

Re: Seeking Alpha screen

You keep rubbing salt in the wound ...

To quote a "Different Strokes" character, "What you talking about Willis?" I made no mention of SALT :)

Here's something positive- I picked on the Seeking Alpha [more]

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Boards Post

Hohum777 replied to the Value Hounds board. 9:56 PM

Re: NM: My Big Fat Greek splat

Am I missing any change in the structure of the firm or any drastic revision of the future outlook that
justifies such a negative value? (I increased my small stake in NM by about 50% or so recently as a general bet
on the long term mean
[more]

Sun May 10

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Boards Post

Hohum777 posted to the Shipping News board. 4:43 PM

Seeking Alpha screen

A snapshot of various ideas in the shipping sector

(to monopole, the author remembered FREE, SHIP & ESEA, but not entities such as NAO, GMLP, GOGL, etc ;) )
[more]

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Boards Post

Hohum777 posted to the Shipping News board. 2:33 PM

OSGB in 2015

X-post on Value Hounds

http://boards.fool.com/osgb-in-2015-31747546.aspx

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