Hohum777

Chris Mascarenhas

Hohum777’s Activity

Yesterday

NL

Boards Post

Hohum777 replied to the Frontline Ltd. board. 11:04 PM

Re: Charter terminations

SFL has the advantage of "replacement" EBITDA- on an EBITDA basis, the HE Jack-up rig West Linus alone
will start contributing enough EBITDA to replace the contribution of the three VLCCs. In contrast, FRO only
has the one [more]

NL

Boards Post

Hohum777 replied to the Shipping News board. 9:34 PM

Re: How Come

Shipping companies are going to continually bob up-and-down, so 3-4% isn't exactly a major event.

Also, BDI below 730 isn't exactly encouraging so that might explain two of three. FRO only ended up down
about 1.8% yesterday. Took a [more]

NL

Boards Post

Hohum777 replied to the Shipping News board. 4:13 PM

Re: How Come

The shipping companies all shat the bed yesterday?
Everything seems down 4%.
Ant


Examples of some stocks?

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Boards Post

Hohum777 posted to the Frontline Ltd. board. 10:49 AM

Charter terminations

Terminations of charters of three more SFL VLCCs. Will cost FRO around $56.5M vs $110M of capital lease
obligations. SFL has sold the vessels to a third party, and will avoid a costly third vessel survey for each
vessel.

[more]

NL

Boards Post

Hohum777 posted to the Falling Knives board. 3:24 AM

ROYT

Pacific Coast Oil Trust (ROYT) has tumbled 20% in the past 3 days, 27% in the last 8 trading days.

Risk factor mentioned in a filing about 6 weeks ago: Ballot initiative in Santa Barbara county that could impact
anywhere from 38 - 77% of [more]

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Boards Post

Hohum777 posted to the Humor and Urban Legends board. 3:12 AM

Extreme grillers

The Chevy Nova is pretty novel--

[more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 2:10 AM

Re: Jul 2014

7/23
Okay, a day late with the probable reason for the ROYT slump - a ballot initiative in Santa Barbara county
that might seriously limit energy production from their properties in the county.

[more]

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Boards Post

Hohum777 replied to the Value Hounds board. 1:46 AM

Re: Millennials not buying stocks

I would think it is because:
1) Millenials have to pay a lot more for housing than baby boomers did
2) They graduate with much higher debt burdens
3) They have seen 2 wipe out crashes in a decade with the dotcom crash and the financial
[more]

Wed Jul 23

NL

Boards Post

Hohum777 replied to the Frontline Ltd. board. 5:10 AM

Re: Interesting data

First I've heard of ECO VLCCs. I wonder if anyone else has ECO VLCCs on order?

To answer my own question, apparently the VLCCs that were ordered by Navig8 are also ECO type VLCCs. Navig8's
newbuilds are from multiple yards. That [more]

Tue Jul 22

NL

Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 9:56 PM

Re: Jul 2014

7/21
Closed RIG position (DRIP ac). This is not my problem ac, so this is more a management of picks issue
on my part.

7/22
- More ROYT for Mizone ac, a bite for the Trading ac. I don't know why it continues getting [more]

Mon Jul 21

NL

Boards Post

Hohum777 posted to the Business Development Company board. 10:09 AM

NGPC- new advisor

About 6 months ago, NGPC hired a firm to look at strategic options. Now, it looks like the firm will be getting
a new advisor- Oak Hill Advisors LP (OHA) will be taking over. New group is buying $1M in shares at cost of
NAV, and will [more]

NL

Boards Post

Hohum777 posted to the Frontline Ltd. board. 7:17 AM

Interesting data

Seems like Awilco is jumping back into tankers
- Company owned tankers in the past, and just recently sold three Suezmax tankers to different owners
- Company ordered two VLCCs as part of a JV with Wilbur Ross
- Interestingly, the vessels [more]

Sun Jul 20

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 1:48 PM

Re: India short on coal

Jaagu, I'm aware of countries having deputy/assistant/junior ministers that focus on a sub-sector of energy,
but I was kinda a little curious about a cabinet position that targets one energy resource.
Yup, there is a Ministry of Coal (India) [more]

Sat Jul 19

NL

Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 10:43 PM

India short on coal

Does India really have a Ministry of Coal?

Looks like a 10-11% internal production shortfall.

Since the country uses coal to generate more than half of its electricity the shortfall is likely to have severe
consequences.
[more]

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Boards Post

Hohum777 posted to the Shipping News board. 10:22 PM

Quiet TNP move

I was skimming through some Tsakos Energy (TNP) material and saw a June note that the company planned a pair of Suezmax
acquisitions in July 2014. The two newer vessels are sister vessels to two existing vessels in TNP's fleet.
More details [more]

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Boards Post

Hohum777 posted to the Shipping News board. 3:30 PM

Ratings on tanker companies

Canaccord Genuity issued rating on several tanker owning companies in early July--

[more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 11:55 AM

Re: Jul 2014

Haven't posted since Friday last week. A few small moves
7/15 Trimmed AMRS when it crossed $4/sh
7/15 Nibbled on CAMT for Trading ac
7/17 Replaced AMRS shares @ $3.53/sh
Good move with AMRS. Should have tried something similar with [more]

Fri Jul 18

Stock Advisor Boards Post

Hohum777 posted to the Stock Advisor boards. 9:10 PM

NL

Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 4:30 AM

Re: Malaysian plane shot down

Yup, I'm guessing the Russia association is hurting one of my picks, oill services company North Atlantic Drilling (NADL),
down about 4% with increased trade volume. The partnership with the Russians i.e. Rosneft, does not start [more]

NL

Boards Post

Hohum777 posted to the Shipping News board. 4:05 AM

GASS news

Stealthgas (GASS) has opted to go bigger, ordering its first two 22,000 CBM vessels, plus two options.
In addition, GASS has switched the vessel size of two smaller orders, from 5000 CBM to 7200 CBM.

Finally, a slew of charter [more]

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CAPS Player Rating < 20
Player Rank 71206 out of 74997
Score -1712.70
Score Change Today -7.52
Accuracy 40.70%
Active Picks 15
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 10509
Recs Received 16358
People who have rec'd these posts 1356
Recs to Posts Ratio (last 30 days) 9.50
Threads Started 3224
Threads Started Percentage 30.68 %
Most Frequent Board Shipping News
Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 65.13 %
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