gridflash's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/106921/comments http://seekingalpha.com/article/84744-what-kind-of-government-support-will-fannie-and-freddie-get?source=feed#comment-204574 204574
If I were you I'd have waited until after Monday's Auction before I wasted my PhD on this kind of speculation.]]> Sun, 13 Jul 2008 16:29:43 -0400
If I were you I'd have waited until after Monday's Auction before I wasted my PhD on this kind of speculation.]]> http://seekingalpha.com/article/70826-is-cellulosic-ethanol-always-the-bridesmaid?source=feed#comment-135472 135472 If you can produce cellulosic sugar cheaper than the world market price of raw sugar you can turn a profit. Fortunately we can. ]]> Wed, 02 Apr 2008 16:15:12 -0400 If you can produce cellulosic sugar cheaper than the world market price of raw sugar you can turn a profit. Fortunately we can. ]]> http://seekingalpha.com/article/68043-markets-look-set-up-for-an-ugly-fall?source=feed#comment-125132 125132 We got a great pop this morning but many investors have been waiting for this opportunity to sell. And the current thinking is that now the FED will not need to deliver .75 basis points on the 18th, which is causing a bit of a selloff as I type this. I also note that none of the attempted rallies today has reached this mornings peak.
Remember this only a 28 day solution.]]> Tue, 11 Mar 2008 12:13:32 -0400 We got a great pop this morning but many investors have been waiting for this opportunity to sell. And the current thinking is that now the FED will not need to deliver .75 basis points on the 18th, which is causing a bit of a selloff as I type this. I also note that none of the attempted rallies today has reached this mornings peak.
Remember this only a 28 day solution.]]> http://seekingalpha.com/article/59683-dryships-inc-a-400-stock-i-missed?source=feed#comment-109871 109871
Notes from DSX conference call...

Port congestion: Australian coal - 40 ships waiting at Newcastle, down from 70 earlier in the year. Congestion should moderate but not evaporate. Congestion only helps to point of diminishing returns.

China demand for iron ore and coal fuels freight rates, says CISA

"Scarcity of available vessels is mainly driving dry bulk rates upwards. There is heavy congestion in Australian ports where the average wait time for loading a vessel is estimated at 32 days. An analyst said that "That causes capacity to be taken out of the market." He added that as of late last week there were 66 ships waiting to be loaded at Newcastle port in mid July and there is also congestion in other Australian ports."
www.steelguru.com/sele...

According to reports, the vessels waiting for berths at Newcastle had recently risen to 70, since congestion hit the port towards 2006-end, with maintenance work on rail tracks aggravating the situation. Currently, the minimum waiting time for a vessel to get berth is reported to be 20 days at the Australian port.
www.thehindubusinessli...

Atlantic iron ore freight rates plummet on easing port congestion
www.platts.com/Metals/...]]> Sun, 13 Jan 2008 01:03:26 -0500
Notes from DSX conference call...

Port congestion: Australian coal - 40 ships waiting at Newcastle, down from 70 earlier in the year. Congestion should moderate but not evaporate. Congestion only helps to point of diminishing returns.

China demand for iron ore and coal fuels freight rates, says CISA

"Scarcity of available vessels is mainly driving dry bulk rates upwards. There is heavy congestion in Australian ports where the average wait time for loading a vessel is estimated at 32 days. An analyst said that "That causes capacity to be taken out of the market." He added that as of late last week there were 66 ships waiting to be loaded at Newcastle port in mid July and there is also congestion in other Australian ports."
www.steelguru.com/sele...

According to reports, the vessels waiting for berths at Newcastle had recently risen to 70, since congestion hit the port towards 2006-end, with maintenance work on rail tracks aggravating the situation. Currently, the minimum waiting time for a vessel to get berth is reported to be 20 days at the Australian port.
www.thehindubusinessli...

Atlantic iron ore freight rates plummet on easing port congestion
www.platts.com/Metals/...]]> http://seekingalpha.com/article/59683-dryships-inc-a-400-stock-i-missed?source=feed#comment-109850 109850
Dry-bulk carriers move loads of iron ore, coal and steel. China, the biggest iron ore importer, buys its iron ore mainly from Australia and Brazil.

The wait times at terminals like Newcastle in Australia this summer were reported to be as long as 32 days. In July they had over 60 ships waiting to load and unload at Newcastle. Dalrymple Bay was almost as bad.

The result has choked off world's supply of cheap commodities because of capacity constraints, causing the futures exchanges to bid limit up. This could make demand appear much higher than it actually is.

Current wait times however seem to be down to about 3 weeks. As wait times fall a lot of ships will free up and freight rates will continue to fall. If commodity prices have been propped up by capacity constraints they could well see a steep drop in the near future.
]]> Sat, 12 Jan 2008 20:19:40 -0500
Dry-bulk carriers move loads of iron ore, coal and steel. China, the biggest iron ore importer, buys its iron ore mainly from Australia and Brazil.

The wait times at terminals like Newcastle in Australia this summer were reported to be as long as 32 days. In July they had over 60 ships waiting to load and unload at Newcastle. Dalrymple Bay was almost as bad.

The result has choked off world's supply of cheap commodities because of capacity constraints, causing the futures exchanges to bid limit up. This could make demand appear much higher than it actually is.

Current wait times however seem to be down to about 3 weeks. As wait times fall a lot of ships will free up and freight rates will continue to fall. If commodity prices have been propped up by capacity constraints they could well see a steep drop in the near future.
]]> http://seekingalpha.com/article/51099-ldk-solar-wall-street-s-crash-and-bash-scheme?source=feed#comment-99697 99697 Wed, 24 Oct 2007 21:21:26 -0400 http://seekingalpha.com/article/45921-why-countrywide-is-done?source=feed#comment-95953 95953 Thu, 13 Sep 2007 17:02:28 -0400 http://seekingalpha.com/article/47114-countrywide-jumps-on-new-financing?source=feed#comment-95951 95951 Like the source or the terms?

If the terms were favorable I'm sure they would have been happy to disclose them. ]]> Thu, 13 Sep 2007 16:54:31 -0400 Like the source or the terms?

If the terms were favorable I'm sure they would have been happy to disclose them. ]]>