JesuisHoHum47

Chris Mascarenhas

JesuisHoHum47’s Activity

Yesterday

NL

Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 1:17 AM

Re: Dangerous times

The geopolitical environment today gives the owners a blanket scapegoat: say the Islamic boogyman infiltrated the crew. The
USian media will swallow it whole without questions.

Steve


Maybe, but that situation might not [more]

Sat Aug 27

NL

Boards Post

JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 4:18 PM

Dangerous times

Scary story about one Indian shipowner, Varun Shipping, that is under-paying or not paying the crew of some
of its vessels. Also mentioned, US Coast Guard detaining over 200 vessels last year for various violations or
vessel [more]

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 3:41 PM

Re: Aug 2016

8/26
- Trimmed POT in Trading ac


Tanker market commentary from MJLF
- Rates across all vessel categories still down in the dumps. But some categories worse than others. VLCC not
too bad, but Suezmax and Aframax routes still [more]

Fri Aug 26

NL

Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 1:02 AM

Re: First Bank Card SCAM

BTW, I have a card with First Bankcard. Today, I wanted to check a couple of items and it is amazing how bad their
phone tree is set up. There seems to be no way to get an operator when a customer has an issue. I thought the
option of [more]

Thu Aug 25

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 11:48 PM

Re: Aug 2016

8/24
- Closed out OSG. In hindsight, trimming EURN or DHT would have been more appropriate.


8/25
- Nibble on SFL in Trading ac. This is a short-term trade stake.
- Closed out the BXE gamble
- Trimmed SDRL in Roth [more]

Wed Aug 24

NL

Boards Post

JesuisHoHum47 replied to the Macro Economic Trends and Risks board. 6:43 PM

Re: First Bank Card SCAM

The scary thing is ... there is a legitimate entity called First BankCard, a division of First National Bank of
Omaha. First BankCard does issue credit cards.


HoHum

Tue Aug 23

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 12:07 AM

Re: Aug 2016

8/22
- Today I decided I wasn't going to wait - FRO trimmed in various account
1. Trading ac
2. Roth ac
3. DRIP ac.
Slightly earlier than planned, but I'm not going to beat myself up too much on the issue.

- The [more]

Mon Aug 22

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 11:52 PM

Singapore purchase

X-post on METAR board

http://boards.fool.com/singapore-purchase-32370877.aspx

NL

Boards Post

JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 9:27 PM

Singapore purchase

The Singapore Exchange (SGX) is purchasing the Baltic Exchange--

http://www.hellenicshippingnews.com/sgx-to-buy-baltic-exchan...


No [more]

NL

Boards Post

JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 9:17 PM

Another canal first

An LNG tanker delivered its first cargo from the continental US (Sabine Pass terminal) to China. The old Panama
Canal was not wide enough for an LNG tanker. The LNG tanker that was employed for this delivery, Maran Gas
Appollonia
, made [more]

Sun Aug 21

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 11:41 PM

Re: Aug 2016

Aug musings
- Had not been paying close attention. At some point in Aug, OHI leaped over both SO and VZ to become my top
individual holding.
- PBR seems to have a good run YTD.
- DRIP ac still behaving really well. Been trimming some [more]

NL

Boards Post

JesuisHoHum47 replied to the Shipping News board. 10:31 PM

Re: NAT slash Q2 div

8/21
I had forgotten, the news of the div cut occurred prior to the actual Q2 results. Skimming thru the NAT release
from about two weeks ago
- Rev of $61.6M
- Net income of $12.9M
- Fleet avg of $28.5K daily (somewhat on the high [more]

NL

Boards Post

JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 2:03 PM

US oil exports

All the news I had read about US crude oil exports had involved smaller vessels- usually an Aframax vessel (600K-
750K bbl vessel). It turns out, there have been a couple of VLCC export trips from the US- one in June, two more
scheduled for [more]

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 12:35 AM

NAT mgmt respond

Another Seeking Alpha author has a short thesis--
http://seekingalpha.com/article/3999484-nordic-american-tank...

Some of the [more]

Sat Aug 20

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 10:58 AM

NNA Q2 2016

Announced Thursday (8/18),
- Rev of $74.5M
- Net income of $12.2M
- Maintained div payout 5c/sh
- TC coverage on majority of fleet

[more]

Fri Aug 19

NL

Boards Post

JesuisHoHum47 posted to the Shipping News board. 8:36 PM

He's b-a-a-a-c-k!!!

Saw this news item about a new Blank Check company ready to test the market- a very colorful name too,
... Stellar Acquisition III inc. A Greek based entity would suggest a reasonable likelihood of being a nautical
enterprise, or [more]

NL

Boards Post

JesuisHoHum47 posted to the Macro Economic Trends and Risks board. 10:10 AM

First transit

A semi-loaded Suezmax is scheduled to transit the new Panama Canal - the first time a tanker of that size has used
the Panama Canal. As noted towards the end of the article, this could potentially open up some new regional routes

[more]

Thu Aug 18

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 8:43 PM

Re: Aug 2016

8/18
OZM continues to climb

NNA announced results this morning. Lower revenue vs Q2 2015 rev, but some positives with coverage and covering
dividend in Q2. Will have to look at the rates for the fleet later. Nibbled on more NNA in [more]

Tue Aug 16

NL

Boards Post

JesuisHoHum47 replied to the Hohum's RollerCoaster Ride board. 11:24 PM

Re: Aug 2016

8/16
Closed out EGY in Roth ac - company received warning letter from NYSE for failing to meet price minimum on
consecutive days.

Closed out GNRT nibble in Trading ac

Just read a Seeking Alpha blog that indicated that [more]

Sun Aug 14

NL

Boards Post

JesuisHoHum47 posted to the Value Hounds board. 10:57 PM

Watch-list idea

Overseas Shipping Group (OSG) is a tanker company with multiple business lines- the fleet can be divided into four
broad categories
A. Crude oil tankers
B. product tankers
C. US Flag business (with Jones Act protections)
D. Joint [more]

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