JesuisHoHum47

Chris Mascarenhas

JesuisHoHum47’s Activity

Yesterday

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Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 7:17 PM

Re: East Coast to buy Texas Oil?

Tim <try to keep up will you?> }};-D

According to Yoda, "Do. Or do not. There is no try."

Hey, a Canadian-related entity that owns pipeline and storage assets, Enbridge Enbridge Partners(EEP), just slashed [more]

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JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 6:42 PM

Re: East Coast to buy Texas Oil?

Quite interesting, because one of the larger players in the US Flag shipping bisiness, Overseas Shipholding Group (OSG), were saying quite the opposite - their shipping volumes from Texas to East coast refineries had dropped in late 2016. The [more]

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JesuisHoHum47 posted to the Shipping News board. 6:11 PM

EURN q1 2017

Euronav (EURN) became the first of the big VLCC owners to report q1 2017 results. Among the reported items:
- Rev of $165.4M (lower YoY, but better than prior quarter)
- Net income of $34.2M
- Spot avgs (daily): VLCC $40.5k, Suezmax [more]

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JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 5:06 PM

Re: HoHum's Shipping basket 2017

So trading for April is done. Q1 Earnings started this past week, with both EURN and STNG reporting. Also, NAT and NAP have confirmed their q1 payouts- both maintained their prior quarterly payouts- 20c and 42.25c, respectively. Regarding results, q1 [more]

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JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 3:51 PM

Re: Apr 2016

4/25-4/28
Additional small moves thru the end of week
- REED nibble in Trading ac
- MPW nibble in Trading ac
- New idea nibble- ABEV

q1 Earnings for tanker companies has started
- EURN VLCC spot $40.5k daily & [more]

Wed Apr 26

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JesuisHoHum47 replied to the Shipping News board. 4:58 PM

Re: Tanker sector: Never dull

My read on tomorrow's (now today's) deadline is that the deadline pertains to two items
1. Removal of the poison pill arrangements
2. Permit DHT shareholders to consider the FRO offer.

I don't think FRO mgmt is expecting [more]

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JesuisHoHum47 replied to the Shipping News board. 12:58 AM

Re: Tanker sector: Never dull

4/25
It just keeps getting better. Even with the DHT-BW merger, FRO is still interested in the combined entity and offering 0.8 FRO shares in exchange. Not sure the price, but FRO will have add 50% more shares in the exchange to cover the [more]

Mon Apr 24

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JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 10:53 PM

Re: Apr 2016

4/24
Lots of small moves
- Exited IRMD in Trading ac
- Exited NAP in Trading ac
- Exited OAK in Trading ac
- Nibbled on NADL in Trading ac
- Exited IRMD in Roth ac (IRMD closed out).
- Trimmed TOO in DRIP ac (LT [more]

Fri Apr 21

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JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 11:57 PM

Re: Apr 2016

4/17-21
Fair number of changes this week
- Trimmed AVB in Mizone ac
- Added to BXE in Trading ac
- Trimmed AVB in Mizone ac
- Doubled PHK stake in Mizone ac
- Slashed REED in Roth ac on bounce
- Trimmed IRMD in Trading [more]

Thu Apr 20

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JesuisHoHum47 replied to the Shipping News board. 6:58 PM

Re: Tanker sector: Never dull

Wow! This story keeps on adding new data-points and drama.
Supposedly, after the second offer was rejected, FRO and DHT mgmt met again ... several times.

March 6
DHT tried for 0.85 exchange, plus a special dividend of all Q1 2017 [more]

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JesuisHoHum47 replied to the Shipping News board. 12:25 AM

Re: Shipping cyclical bottom called

More dry bulk events
- Diana Shipping (DSX) raising new capital with the intention of adding 3 Post Panamax vessels

- DRYS adding three Kamsarmax vessels

- SALT selling two of their "older" (2014) Kamsarmax vessels for [more]

Sat Apr 15

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JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 6:26 PM

A tale of two (shipbuilding cities)

Howdy! Been away from this board a few months.

This is an interesting perspective from a South Korean author

[more]

Fri Apr 14

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Boards Post

JesuisHoHum47 replied to the Shipping News board. 1:30 AM

Re: Shipping cyclical bottom called

I haven't scanned this particular broker's weekly report too often. They have quite a few bulker sales reported this week. One surprise entrant among the buyers was JP Morgan - picked up 5 smaller size Ultramax vessels for about $86M. Some [more]

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JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 1:07 AM

Re: Apr 2016

4/11-13
- UA nibble for Roth ac
- Trimmed AMRS on bounce
- Trimmed MPW in DRIP ac
- Another NNA nibble in Trading ac

Grr! These sudden shipping pull-backs (GNRT, NAT, SFL, NM, GOGL, etc) are really annoying.

Tue Apr 11

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JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 8:52 PM

Re: Apr 2016

4/10-11
- O exits Mizone ac
- Closed out COP in Roth ac
- Trimmed AVB in Roth ac
- Trimmed AVB in Mizone ac
- Nibbled on SFL in Trading ac

Amazing bounce for NADL -- about 21 years of contract coverage for two HE jack-up [more]

Mon Apr 10

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Boards Post

JesuisHoHum47 replied to the Shipping News board. 10:26 PM

Re: Shipping cyclical bottom called

4/10
Supposedly, second-hand dry bulk vessels have gained 10-20% over the last couple of weeks.

Interestingly, a whole bunch of deals, big and small have been completed the last couple of weeks.
1. NMM just spent $27M on two [more]

Sat Apr 8

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 5:08 PM

Re: HoHum's Shipping basket 2017

4/8
Had a chance to skim thru some of tanker entity 20Fs or annual reports this past week. Of specific interest were the reports for OSG & INSW. What items did I find? Well, there was some helpful data-points--
1. OSG still has warrants, [more]

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JesuisHoHum47 posted to the Shipping News board. 3:24 PM

NMM spend new capital

Navios Maritime Partners (NMM) recently completed a share offering raising around $100M. NMM seem to have started deploying the new capital - acquisition of two middle-aged Panamax vessels for $27M


[more]

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Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 3:13 PM

Re: Apr 2016

4/4 - 4/7
- COP exited the Trading ac
- MFCB position closed (might revisit when the company completes the reverse split)
- Another NM nibble
- ARNA nibble
- Another IRMD nibble
- Another OSG nibble
- SO trimmed in Roth [more]

Mon Apr 3

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Boards Post

JesuisHoHum47 posted to the Hohum's RollerCoaster Ride board. 10:38 PM

Apr 2016

4/3
- Trimmed AMRS in Trading ac
- Dumb move on my part, should have checked on MFCB prior to adding. Company doing a major reverse split soon.
- On the sell-off, opted to nibble on NAP. This is a trading fish

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Big gold star, 5000 posts Old School Fool
Board Posts 12434
Recs Received 20169
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Very First Post Re: regular ira (2/20/2000)
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