Comments on Kristian Rasberg's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/kristian-rasberg/articles http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-280532 280532 Hello, > I have owned NAT for about 4 yrs and very happy with it but looking > now a a shipper that does just drybulk like coal or iron. An sugesstions > please. > > Thank You]]> Sun, 12 Oct 2008 11:51:33 -0400

On Jul 04 09:42 AM stumpy wrote:

> Hello,
> I have owned NAT for about 4 yrs and very happy with it but looking
> now a a shipper that does just drybulk like coal or iron. An sugesstions
> please.
>
> Thank You]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-227177 227177 Sun, 10 Aug 2008 12:32:39 -0400 http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-213513 213513 TBSI as a leader-- > A little more support for the TBSI rally- > James RevShark DePorre called it a market leader today in his podcast > on greenfaucet.com. He also named EXM and GNK as stock picks. > Just wanted to let you all know that now is the time to get in if > you haven't already. > You can listen on the site under podcasts if you want more info (he > talks about the market generally too)]]> Thu, 24 Jul 2008 12:52:25 -0400 www.greenfaucet.com/sh...


On Jul 24 12:51 PM morgan77 wrote:

> TBSI as a leader--
> A little more support for the TBSI rally-
> James RevShark DePorre called it a market leader today in his podcast
> on greenfaucet.com. He also named EXM and GNK as stock picks.
> Just wanted to let you all know that now is the time to get in if
> you haven't already.
> You can listen on the site under podcasts if you want more info (he
> talks about the market generally too)]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-213512 213512 Thu, 24 Jul 2008 12:51:58 -0400 www.greenfaucet.com/sh...]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-213511 213511 Thu, 24 Jul 2008 12:51:22 -0400 A little more support for the TBSI rally-
James RevShark DePorre called it a market leader today in his podcast on greenfaucet.com. He also named EXM and GNK as stock picks.
Just wanted to let you all know that now is the time to get in if you haven't already.
You can listen on the site under podcasts if you want more info (he talks about the market generally too) ]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-209006 209006 Fri, 18 Jul 2008 16:51:42 -0400
You've been preaching your doom and gloom scenario on the EXM board and others and evidently as a short you'd like to believe what you post, but just the opposite of what you say is true. They're will be a shortage of ships thru the end of 2009 at least and probably well into 2010 which augers well for higher rates.

Your criticism of a well documented article confirms you have no idea what you're talking about.]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-200866 200866 Tue, 08 Jul 2008 15:33:17 -0400 http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-199713 199713 Mon, 07 Jul 2008 10:49:01 -0400 Further dry bulk shipping in general got a recent lift from RTP inking an iron ore price contract for this year with both a major Chinese steel manufacturer and Nippon steel. This was for an almost double price increase over last year. This should engender dry bulk rate increases. I believe other iron ore agreements will be sign soon with BHP, etc. This should further lift the Baltic Dry Index. Also the Chinese have been restricting polluting industries (coal and iron ore especially) in anticipation of the Olympics. Q3 and Q4 are normally the hot quarters for shipping. After the Olympics look for shipping to China to pick up for both reasons. NM should do great. I believe most dry bulk shippers will do well.]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-199712 199712 Mon, 07 Jul 2008 10:48:13 -0400 Further dry bulk shipping in general got a recent lift from RTP inking an iron ore price contract for this year with both a major Chinese steel manufacturer and Nippon steel. This was for an almost double price increase over last year. This should engender dry bulk rate increases. I believe other iron ore agreements will be sign soon with BHP, etc. This should further lift the Baltic Dry Index. Also the Chinese have been restricting polluting industries (coal and iron ore especially) in anticipation of the Olympics. Q3 and Q4 are normally the hot quarters for shipping. After the Olympics look for shipping to China to pick up for both reasons. NM should do great. I believe most dry bulk shippers will do well.]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-199695 199695 Mon, 07 Jul 2008 10:42:39 -0400 Further dry bulk shipping in general got a recent lift from RTP inking an iron ore price contract for this year with both a major Chinese steel manufacturer and Nippon steel. This was for an almost double price increase over last year. This should engender dry bulk rate increases. I believe other iron ore agreements will be sign soon with BHP, etc. This should further lift the Baltic Dry Index. Also the Chinese have been restricting polluting industries (coal and iron ore especially) in anticipation of the Olympics. Q3 and Q4 are normally the hot quarters for shipping. After the Olympics look for shipping to China to pick up for both reasons. NM should do great. I believe most dry bulk shippers will do well.]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-198478 198478 Fri, 04 Jul 2008 09:42:54 -0400 I have owned NAT for about 4 yrs and very happy with it but looking now a a shipper that does just drybulk like coal or iron. An sugesstions please.

Thank You]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-198043 198043 Thu, 03 Jul 2008 12:15:19 -0400
the main idea is that individual investors dont have to act like institutional investors and this market and may be better holding cash than trying to beat the market.
www.greenfaucet.com/sh...]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-196338 196338 Tue, 01 Jul 2008 00:46:21 -0400 http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-195722 195722 Mon, 30 Jun 2008 08:08:06 -0400 One major accident due to poor quality control could sink a shipper!
Generally, though the biggest percentage of my portfolio is in shipping.]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-195570 195570 Sun, 29 Jun 2008 22:25:24 -0400 http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-194259 194259 Fri, 27 Jun 2008 12:00:28 -0400 Dry bulk has noware to go but up
Ships are the only way to get the products from one place to another
And the demand for those products is growing every day
I purchased more when it took a dip to $12.90. A small price to pay for a stock that was at $16.71 just last month, so going by those figures you could make a fast 13% maybe even by next month
BUT by holding it and reaping the dividens too you will be a winner
TERRY TKTK53
]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-194163 194163 Fri, 27 Jun 2008 11:02:56 -0400
Two significant events will give us a sneak preview of what lies ahead: the Olympics in August, and the US elections: September & December 2008 are bound to be amongst the most interesting months of the, well..., decade? Maybe]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-194111 194111 Fri, 27 Jun 2008 10:24:26 -0400 the author's point is a record later this year. what happens next year no one knows. but as he points out:
'The well-known challenge is however the supply side, with a record high orderbook from late 2009 and early 2010.'
balanced or not, 2008 has been great.]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-194081 194081 Fri, 27 Jun 2008 09:58:12 -0400
the ffa's all indicate lower rates in 2009 so if you think you can be th4e first guy out go ahead and buy.

you need to add more balance to your article and mention what rates were for the last 30 years and why its different this time]]> http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-193969 193969 Fri, 27 Jun 2008 08:29:41 -0400 http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-193968 193968 Fri, 27 Jun 2008 08:28:27 -0400
Also, the shortage and increases in prices of steel is driving up the cost of new ships. The dividend-paying stocks in this sector are looking good right now.]]> http://seekingalpha.com/article/60101-drybulk-fundamentals-remain-healthy?source=feed#comment-123630 123630 Fri, 07 Mar 2008 12:35:24 -0500 http://seekingalpha.com/article/60101-drybulk-fundamentals-remain-healthy?source=feed#comment-111855 111855 Mon, 21 Jan 2008 09:16:42 -0500 www.dryships.com/index... or www.bloomberg.com/apps...]]> http://seekingalpha.com/article/60101-drybulk-fundamentals-remain-healthy?source=feed#comment-111581 111581 Sat, 19 Jan 2008 19:43:40 -0500 http://seekingalpha.com/article/60101-drybulk-fundamentals-remain-healthy?source=feed#comment-110699 110699 Wed, 16 Jan 2008 07:04:01 -0500 The ships has to be bought from somewhere. If contracted they will not arrive untill 2011. And the need for dry bulk transport is larger than Rio taking it alone.

In the mean time one can take opportunity of the stock market crash, and buy some long term bargains in shipping.]]> http://seekingalpha.com/article/60101-drybulk-fundamentals-remain-healthy?source=feed#comment-110697 110697 Wed, 16 Jan 2008 07:01:10 -0500
When this US recession talk is prevailing, one can pick up some nice longterm bargains in shipping. GL]]> http://seekingalpha.com/article/60101-drybulk-fundamentals-remain-healthy?source=feed#comment-110606 110606 Tue, 15 Jan 2008 16:34:03 -0500
EXM closed today at $28.08. My puts (March, $40, bought 12/3 when the stock was at $51.32) are up 166%.]]> http://seekingalpha.com/article/60101-drybulk-fundamentals-remain-healthy?source=feed#comment-110578 110578 Tue, 15 Jan 2008 15:31:47 -0500 http://seekingalpha.com/article/60101-drybulk-fundamentals-remain-healthy?source=feed#comment-110414 110414 Good article, does a good job of explaining everything I don't need to know in order to make money in DRYS. I was long all through 2007, made tons of money, and listened to everyone assure me that "it all looks good!!!" as it traded sideways through all of autumn. On November 8th, when it crossed below the 40-Day Moving average, I closed my long position and shorted the hell out of it. As of this afternoon those shorts are up 56.8%. Did you get that? Since _November_. So, whoopie, the fundies are all positive. Right now, _the _stock_ sucks_. I'll celebrate the great fundamentals when I buy the company. Right now I'm into the _stock_ so shorts it is. Oh yeah, did I mention 56.8%? Since _November_? ...Poopy-headed rant off... :)]]> Tue, 15 Jan 2008 00:00:19 -0500 Good article, does a good job of explaining everything I don't need to know in order to make money in DRYS. I was long all through 2007, made tons of money, and listened to everyone assure me that "it all looks good!!!" as it traded sideways through all of autumn. On November 8th, when it crossed below the 40-Day Moving average, I closed my long position and shorted the hell out of it. As of this afternoon those shorts are up 56.8%. Did you get that? Since _November_. So, whoopie, the fundies are all positive. Right now, _the _stock_ sucks_. I'll celebrate the great fundamentals when I buy the company. Right now I'm into the _stock_ so shorts it is. Oh yeah, did I mention 56.8%? Since _November_? ...Poopy-headed rant off... :)]]> http://seekingalpha.com/article/60101-drybulk-fundamentals-remain-healthy?source=feed#comment-110366 110366 Mon, 14 Jan 2008 19:01:21 -0500 goldenocean.no/IR/pres...
goldenocean.no/IR/pr_2...
goldenocean.no/fleetlist/]]>