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Drybulk Shipping: Prepare for a New Record High [view article]
PRGNOn 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 Reply
Drybulk Shipping: Prepare for a New Record High [view article]
hey getthefactsstraight... congratulations... you've now been totally incorrect on TWO boards, yahoo and now here. Audio has nailed the drybulker weakness while your naive pollyanna cheerleading has been totally off course. Way to go! ReplyDrybulk Shipping: Prepare for a New Record High [view article]
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) Reply
Drybulk Shipping: Prepare for a New Record High [view article]
www.greenfaucet.com/sh... ReplyDrybulk Shipping: Prepare for a New Record High [view article]
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) Reply
traight
Drybulk Shipping: Prepare for a New Record High [view article]
billf921 (alias of audioFOOL)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. Reply
nvestor
Drybulk Shipping: Prepare for a New Record High [view article]
Dont you think gaz price will affect their bottom line massively ??? ReplyDrybulk Shipping: Prepare for a New Record High [view article]
stumpy: NM has an excellent PE and FPE. IT also has an excellent Price to Book Value ratio. NM has recently bought a fleet of smaller ships, which it will use primarily for river traffic in South America. These are supposed to begin adding 35% to EBITDA beginning in Q4. This stock has been beaten down lately, so it is an especially good buy. It is both a value and a growth play. In addition NM should not have too much competition in the river traffic segment.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. Reply
Drybulk Shipping: Prepare for a New Record High [view article]
stumpy: NM has an excellent PE and FPE. IT also has an excellent Price to Book Value ratio. NM has recently bought a fleet of smaller ships, which it will use primarily for river traffic in South America. These are supposed to begin adding 35% to EBITDA beginning in Q4. This stock has been beaten down lately, so it is an especially good buy. It is both a value and a growth play. In addition NM should not have too much competition in the river traffic segment.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. Reply
Drybulk Shipping: Prepare for a New Record High [view article]
stumpy: NM has an excellent PE and FPE. IT also has an excellent Price to Book Value ratio. NM has recently bought a fleet of smaller ships, which it will use primarily for river traffic in South America. These are supposed to begin adding 35% to EBITDA beginning in Q4. This stock has been beaten down lately, so it is an especially good buy. It is both a value and a growth play. In addition NM should not have too much competition in the river traffic segment.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. Reply
Drybulk Shipping: Prepare for a New Record High [view article]
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 Reply
Drybulk Shipping: Prepare for a New Record High [view article]
As the market continues to go down, shipping, which used to be a safe haven, now looks like it may be subject to a downward trend. Here's a pretty good podcast that discusses what to during this down market and what's going on with coal, steel, bulk shipping, and agriculture.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... Reply
pessimistic
optimist
Drybulk Shipping: Prepare for a New Record High [view article]
To quote a term, I think she is spot on. There is already backlog in the shipyards and then drydocking for some co's carriers. As emerging markets are still vying for large shares of iron ore and coal not to mention grains and fertilizers I concur with the predictions. Those ships within companies that are in service will be kept busy. Lest we forget oil double hull tankers and then conversion rigs. Q4 looks promising. I agree that 09 looks cloudy but not bleak. Time will tell ReplyDrybulk Shipping: Prepare for a New Record High [view article]
Question: with the pressure on shipyard for new builds, will quality slip?One major accident due to poor quality control could sink a shipper!
Generally, though the biggest percentage of my portfolio is in shipping. Reply
Drybulk Shipping: Prepare for a New Record High [view article]
The BDI will reach new records by Q4.The global demand for resources is growing exponentially.The shipyards will not be able to keep pace.Long DRYS and EXM.The forward PE for these two is below in the 5 range.Add now while still cheap. Reply