flashrob's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/107114/comments http://seekingalpha.com/article/175684-oceanfreight-why-it-s-now-a-must-buy?source=feed#comment-785035 785035
seekingalpha.com/user/...

read if you like... covers a lot about Ocnf...

regards,

flashrob]]> Tue, 01 Dec 2009 17:07:36 -0500
seekingalpha.com/user/...

read if you like... covers a lot about Ocnf...

regards,

flashrob]]> http://seekingalpha.com/article/175684-oceanfreight-why-it-s-now-a-must-buy?source=feed#comment-785030 785030
...and why China will need lots of dry-bulk supplies to continue to fuel this growth, and not only in the "net sector" but all the businesses that provide to products to be sold online AS THEY BUILD THEIR DOMESTIC CONSUMER MKT (mostly to replace the declines in the consumer mkts in u.s. and europe).

tech.yahoo.com/news/af...

and dry-bulk and Ocnf will RECOVER SMARTLY ...

flashrob]]> Tue, 01 Dec 2009 17:04:47 -0500
...and why China will need lots of dry-bulk supplies to continue to fuel this growth, and not only in the "net sector" but all the businesses that provide to products to be sold online AS THEY BUILD THEIR DOMESTIC CONSUMER MKT (mostly to replace the declines in the consumer mkts in u.s. and europe).

tech.yahoo.com/news/af...

and dry-bulk and Ocnf will RECOVER SMARTLY ...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-774899 774899 finance.yahoo.com/q/mh...

looks like the insiders are accumulating... WONDER WHY... DO YOU!!!

19% is significantly higher than it was a short time ago...

THEY AIN'T ACCUMULATING... because they expect the stock to go down or "help it do so" with their trading... I'm thinkin' were GETTING READY FOR A BIG MOVE UP!!!

flashrob]]> Tue, 24 Nov 2009 08:18:40 -0500 finance.yahoo.com/q/mh...

looks like the insiders are accumulating... WONDER WHY... DO YOU!!!

19% is significantly higher than it was a short time ago...

THEY AIN'T ACCUMULATING... because they expect the stock to go down or "help it do so" with their trading... I'm thinkin' were GETTING READY FOR A BIG MOVE UP!!!

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-774865 774865
www.fool.com/investing...

...just a matter of time before there's a RUN UP!

it's building... the back/forth,up/down for now based on market skittishness will pass AS THE DOW KEEPS CLIMBING ... one step down, two steps up... we're over 10400 now... the DOW just keeps slowly climbing week after week... and then the "big side money" will come in AND DRIVE OCNF UP!

FLASHROB]]> Tue, 24 Nov 2009 08:06:45 -0500
www.fool.com/investing...

...just a matter of time before there's a RUN UP!

it's building... the back/forth,up/down for now based on market skittishness will pass AS THE DOW KEEPS CLIMBING ... one step down, two steps up... we're over 10400 now... the DOW just keeps slowly climbing week after week... and then the "big side money" will come in AND DRIVE OCNF UP!

FLASHROB]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-767058 767058
news.bbc.co.uk/2/hi/bu...

and dry-bulk sector/Ocnf... WINS EITHER WAY...

their ships WILL STILL BE FULL ... if it's only the emerging mkts...and with modest projected recovery of Western Economies (u.s., europe, etc.)...

well, we'll continue to INCREASE IN REVS/STOCK PRICE...

flashrob]]> Thu, 19 Nov 2009 09:06:25 -0500
news.bbc.co.uk/2/hi/bu...

and dry-bulk sector/Ocnf... WINS EITHER WAY...

their ships WILL STILL BE FULL ... if it's only the emerging mkts...and with modest projected recovery of Western Economies (u.s., europe, etc.)...

well, we'll continue to INCREASE IN REVS/STOCK PRICE...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-767028 767028
how MANY STOCKS ARE UP 25% since the LAST WEEK OF OCT09...

A 25% IMPROVEMENT IN LESS THAN 30DAYS...

...lots of other STOCKS ...WISH THEY COULD SAY THE SAME...

and were looking good going forward...

...now that we've hit 120's ...130's is JUST AROUND THE CORNER...maybe TODAY...

as long as we keep "tickin' UP!" it'll get there...

shorts is gettin' NERVOUS!!!

flashrob]]> Thu, 19 Nov 2009 08:52:13 -0500
how MANY STOCKS ARE UP 25% since the LAST WEEK OF OCT09...

A 25% IMPROVEMENT IN LESS THAN 30DAYS...

...lots of other STOCKS ...WISH THEY COULD SAY THE SAME...

and were looking good going forward...

...now that we've hit 120's ...130's is JUST AROUND THE CORNER...maybe TODAY...

as long as we keep "tickin' UP!" it'll get there...

shorts is gettin' NERVOUS!!!

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-763451 763451
Ocnf, as well as Drys are following the "contract rate" scheme. This insures "steadier potential revenue" in times of economic uncertainty.

it, for the most part guarantees revenues REGARDLESS OF A significant downturn in the BDI.

1. this is a good scheme in case the economy turns sour, and was a good move for the last two years or so.

2. Now that the BDI is rocketing AND SHOWS NO INDICATION of "once again weakening (like new lows in Dec08)...well, that means:

a. as Ocnf renews contracts... THEY WILL BE AT HIGHER RATES (based on the new higher BDI rates), etc.

b. as Ocnf ACQUIRES MORE SHIPS (used ships, for better value) THESE WILL EITHER BE CONTRACTED AT HIGHER RATES or may float with BDI day-rates.

c. Ocnf DOES NOT HAVE "all ships" under contract for 2010 and beyond... which means these ships will GARNER HIGHER CONTRACT/FLOAT RATES.

ALL IN ALL: the BDI ROCKETING... has plenty of potential GOOD IMPACT MEANING for the future fortunes and prosperity/stability of Ocnf going forward...

that's about it...

so, BDI rocketing! GREAT FOR THE DRY-BULK SECTOR AND GREAT FOR OCNF!

flashrob]]> Tue, 17 Nov 2009 08:59:23 -0500
Ocnf, as well as Drys are following the "contract rate" scheme. This insures "steadier potential revenue" in times of economic uncertainty.

it, for the most part guarantees revenues REGARDLESS OF A significant downturn in the BDI.

1. this is a good scheme in case the economy turns sour, and was a good move for the last two years or so.

2. Now that the BDI is rocketing AND SHOWS NO INDICATION of "once again weakening (like new lows in Dec08)...well, that means:

a. as Ocnf renews contracts... THEY WILL BE AT HIGHER RATES (based on the new higher BDI rates), etc.

b. as Ocnf ACQUIRES MORE SHIPS (used ships, for better value) THESE WILL EITHER BE CONTRACTED AT HIGHER RATES or may float with BDI day-rates.

c. Ocnf DOES NOT HAVE "all ships" under contract for 2010 and beyond... which means these ships will GARNER HIGHER CONTRACT/FLOAT RATES.

ALL IN ALL: the BDI ROCKETING... has plenty of potential GOOD IMPACT MEANING for the future fortunes and prosperity/stability of Ocnf going forward...

that's about it...

so, BDI rocketing! GREAT FOR THE DRY-BULK SECTOR AND GREAT FOR OCNF!

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-763290 763290
...this is ONE OF MANY ...and growing rapidly, compared to the West.

take a look at some of the "growth percentages."

...that's why I'm so strong on my emphasis of China, and WHY DRY BULK is a great sector investment, and as Ocnf is the laggard in this sector, I expect it will have the "biggest relative stock price increase!"

www.chinabusinessrevie...

flashrob]]> Tue, 17 Nov 2009 08:01:13 -0500
...this is ONE OF MANY ...and growing rapidly, compared to the West.

take a look at some of the "growth percentages."

...that's why I'm so strong on my emphasis of China, and WHY DRY BULK is a great sector investment, and as Ocnf is the laggard in this sector, I expect it will have the "biggest relative stock price increase!"

www.chinabusinessrevie...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-763269 763269
this is GOOD NEWS for the DRY BULK SECTOR and the reason the BDI IS ROCKETING...just a matter of time before big money speculators see the potential and value of Ocnf...

www.uschina.org/statis...

flashrob]]> Tue, 17 Nov 2009 07:45:50 -0500
this is GOOD NEWS for the DRY BULK SECTOR and the reason the BDI IS ROCKETING...just a matter of time before big money speculators see the potential and value of Ocnf...

www.uschina.org/statis...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-761855 761855
... for the WHOLE DRY-BULK SECTOR and Ocnf in particular...

...could be anytime now, otherwise the analysts are gonna look "real stupid" ... what with so many segments of the "world economies" showing such "dramatic improvement!"

... well, "don't miss out..."

when the "upgrade" is issued UP,UP, WE GO! AND FAST!

flashrob]]> Mon, 16 Nov 2009 09:09:37 -0500
... for the WHOLE DRY-BULK SECTOR and Ocnf in particular...

...could be anytime now, otherwise the analysts are gonna look "real stupid" ... what with so many segments of the "world economies" showing such "dramatic improvement!"

... well, "don't miss out..."

when the "upgrade" is issued UP,UP, WE GO! AND FAST!

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-761822 761822
So, it turns out IN ADDITION TO EMERGING MKT economies to support the dry-bulk sector... THINGS ARE PICKING UP NICELY "also" in the traditional economies of U.S., EUROPE AND JAPAN...

that's why BDI is rocketing....

looking good for dry-bulk and Ocnf...

here's Japan link: (had to dupe msg so you could access the link)

messages.finance.yahoo...

flashrob]]> Mon, 16 Nov 2009 08:46:04 -0500
So, it turns out IN ADDITION TO EMERGING MKT economies to support the dry-bulk sector... THINGS ARE PICKING UP NICELY "also" in the traditional economies of U.S., EUROPE AND JAPAN...

that's why BDI is rocketing....

looking good for dry-bulk and Ocnf...

here's Japan link: (had to dupe msg so you could access the link)

messages.finance.yahoo...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-760954 760954
www.bloomberg.com/apps...

flashrob]]> Sun, 15 Nov 2009 11:57:55 -0500
www.bloomberg.com/apps...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-756084 756084
I think maybe we're "gettin' some legs" for a steady MOVE UP...

...MAYBE EVEN A "GAP-UP" TOMORROW!

I think the funds, etc. are COMING ON-BOARD NOW... and not just to daytrade... but to ACCUMULATE FOR A RECOVERY with the dry-bulk sector having one of the best potentials for the biggest gains...

flashrob]]> Wed, 11 Nov 2009 17:15:35 -0500
I think maybe we're "gettin' some legs" for a steady MOVE UP...

...MAYBE EVEN A "GAP-UP" TOMORROW!

I think the funds, etc. are COMING ON-BOARD NOW... and not just to daytrade... but to ACCUMULATE FOR A RECOVERY with the dry-bulk sector having one of the best potentials for the biggest gains...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-755065 755065
essentially it's a bit of a disapointment - at least "accounting wise," that Ocnf took another write-down of asset values. But, I'm not gonna criticize them for that - especially AT THIS TIME AND IN THIS ECONOMIC CLIMATE. You can MAKE THE STOCK AND BALANCE SHEET LOOK GOOD FOR THE INVESTORS... or you can DO WHAT HAS TO BE DONE TO GROW THE COMPANY and insure it's survival.

the good news:

1. another writedown... after-all, IT HAD TO BE CLEARED OFF THE BOOKS EVENTUALLY... that's accounting, etc.

2. .11 cents positive earnings, without discounting for the writedown, IS CLEARLY AN IMPROVEMENT OVER THE 2ND QTR... when THERE STILL WOULD HAVE BEEN A LOSS EVEN WITHOUT THE WRITE-DOWN.

Ocnf freight is clearly ON THE RECOVERY PATH.

3. Consider also... that that .11 would be much GREATER PER SHARE WITHOUT THE DILUTION... based on last years share count...

yeah, everyone cries about the dilution... BUT OCNF DID THIS TO "BUY MORE SHIPS AND GROW THE COMPANY."

WHAT'S MORE IMPORTANT... a TEMP FEEL GOOD FOR SHAREHOLDERS ...OR REALITY to survive and grow in a "difficult, BUT RECOVERING ECONOMY...

I like the LATTER... and it looks LIKE WE'RE "OVER THE HUMP" in going back to a RECOVERY.

a. getting "inevitable" write-downs OFF THE BOOKS...

b. a stance WITH POTENTIAL SHARE ISSUE to prevent a "hostile takeover."

c. BDI going up... so contract rates WILL INCREASE as old ones expire... plus more "used ship acquisitions" will be at higher rates DRIVEN BY THE GREATLY INCREASING BDI...

ALL IN ALL... positive steps by Ocnf mgmt IN DEALING WITH A "NEGATIVE WORLD ECONOMY..."

BOTTOM LINE: WE'RE ON THE "COMEBACK TRAIL."

and I'm sure with continued RECOVERY IN WORLD ECONOMY ...the stock will LOOK LIKE A REAL BARGAIN at these price levels...

I expect WE'LL SUDDENLY BECOME "the HOT SECTOR AND STOCK" as the investors standing on the sidelines BOTTOM-FISH...as they jump on the bandwagon of the WORLDWIDE RECOVERY IS REAL!

flashrob]]> Wed, 11 Nov 2009 08:04:28 -0500
essentially it's a bit of a disapointment - at least "accounting wise," that Ocnf took another write-down of asset values. But, I'm not gonna criticize them for that - especially AT THIS TIME AND IN THIS ECONOMIC CLIMATE. You can MAKE THE STOCK AND BALANCE SHEET LOOK GOOD FOR THE INVESTORS... or you can DO WHAT HAS TO BE DONE TO GROW THE COMPANY and insure it's survival.

the good news:

1. another writedown... after-all, IT HAD TO BE CLEARED OFF THE BOOKS EVENTUALLY... that's accounting, etc.

2. .11 cents positive earnings, without discounting for the writedown, IS CLEARLY AN IMPROVEMENT OVER THE 2ND QTR... when THERE STILL WOULD HAVE BEEN A LOSS EVEN WITHOUT THE WRITE-DOWN.

Ocnf freight is clearly ON THE RECOVERY PATH.

3. Consider also... that that .11 would be much GREATER PER SHARE WITHOUT THE DILUTION... based on last years share count...

yeah, everyone cries about the dilution... BUT OCNF DID THIS TO "BUY MORE SHIPS AND GROW THE COMPANY."

WHAT'S MORE IMPORTANT... a TEMP FEEL GOOD FOR SHAREHOLDERS ...OR REALITY to survive and grow in a "difficult, BUT RECOVERING ECONOMY...

I like the LATTER... and it looks LIKE WE'RE "OVER THE HUMP" in going back to a RECOVERY.

a. getting "inevitable" write-downs OFF THE BOOKS...

b. a stance WITH POTENTIAL SHARE ISSUE to prevent a "hostile takeover."

c. BDI going up... so contract rates WILL INCREASE as old ones expire... plus more "used ship acquisitions" will be at higher rates DRIVEN BY THE GREATLY INCREASING BDI...

ALL IN ALL... positive steps by Ocnf mgmt IN DEALING WITH A "NEGATIVE WORLD ECONOMY..."

BOTTOM LINE: WE'RE ON THE "COMEBACK TRAIL."

and I'm sure with continued RECOVERY IN WORLD ECONOMY ...the stock will LOOK LIKE A REAL BARGAIN at these price levels...

I expect WE'LL SUDDENLY BECOME "the HOT SECTOR AND STOCK" as the investors standing on the sidelines BOTTOM-FISH...as they jump on the bandwagon of the WORLDWIDE RECOVERY IS REAL!

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-752304 752304
most biz today USES SUBCONTRACTORS... because it's more cost-effective...

more flexible, don't have to pay benefits, etc., so Ocnf is probably doing this to SAVE MONEY... they can always renegotiate or terminate contracts, and don't have to worry about labor problems (strikes, slow-downs... that's likely part of their contract agreement with Cardiff... work slowdown and they can probably break contract and hire someone else, etc...

that's my take on why they sub-contract... has MORE PROS THAN CONS in my opinion...

that's why NJ (my state) subcontracts "much of motor vehicle" ...lot cheaper or they wouldn't be doing it...

don't have a LOT OF EXPENSIVE PENSION/MEDICAL BENEFITS, etc. to WORRY ABOUT OR DEAL WITH...

flashrob]]> Mon, 09 Nov 2009 10:01:09 -0500
most biz today USES SUBCONTRACTORS... because it's more cost-effective...

more flexible, don't have to pay benefits, etc., so Ocnf is probably doing this to SAVE MONEY... they can always renegotiate or terminate contracts, and don't have to worry about labor problems (strikes, slow-downs... that's likely part of their contract agreement with Cardiff... work slowdown and they can probably break contract and hire someone else, etc...

that's my take on why they sub-contract... has MORE PROS THAN CONS in my opinion...

that's why NJ (my state) subcontracts "much of motor vehicle" ...lot cheaper or they wouldn't be doing it...

don't have a LOT OF EXPENSIVE PENSION/MEDICAL BENEFITS, etc. to WORRY ABOUT OR DEAL WITH...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-752262 752262
and AS THE CONTRACTS EXPIRE... REVS will INCREASE...

www.bloomberg.com/apps...

plus Ocnf has about 25% NOT IN CONTRACT FOR 2010... so these should be contracted at NEW HIGHER RATES, ETC.

FLASHROB]]> Mon, 09 Nov 2009 09:33:07 -0500
and AS THE CONTRACTS EXPIRE... REVS will INCREASE...

www.bloomberg.com/apps...

plus Ocnf has about 25% NOT IN CONTRACT FOR 2010... so these should be contracted at NEW HIGHER RATES, ETC.

FLASHROB]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-752069 752069
finance.yahoo.com/news...=

got to IMPORT LOTS OF "RAW MATERIALS" to support this... guarantees GROWING/RECOVERY FUTURE for DRY-BULK and Ocnf...

flashrob]]> Mon, 09 Nov 2009 07:48:44 -0500
finance.yahoo.com/news...=

got to IMPORT LOTS OF "RAW MATERIALS" to support this... guarantees GROWING/RECOVERY FUTURE for DRY-BULK and Ocnf...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-751269 751269
WE CAN'T COMPETE AT OUR "PRICING LEVELS" with what the Chinese are doing with "way below" Burger King INCOMES...

so China is building it's own cities and CONSUMERS to replace those in the WEST (ala U.S. and Europe)

we're REPAIRING ROADS and Bridges and fighting in Iraq, etc. AND DOING IT WITH BORROWED MONEY...

China has a HIGHLY POSITIVE GDP... and IS NOT DEFECIT SPENDING TO DO IT...

THEY ARE BUILDING CITIES and INDUSTRIAL AREAS... not JUST PAVING ROADS...

get the PICTURE... them GROWING/WORKING... us LAYING OFF AND DEFICIT SPENDING...

they will be FILLING THE SHIPS OF DRY BULK CARRIERS FOR DECADES while the U.S. AND EUROPE... argue HOW TO DEFICIT SPEND TAXPAYER MONEY...

www.hktdc.com/info/mi/...

flashrob]]> Sun, 08 Nov 2009 16:31:43 -0500
WE CAN'T COMPETE AT OUR "PRICING LEVELS" with what the Chinese are doing with "way below" Burger King INCOMES...

so China is building it's own cities and CONSUMERS to replace those in the WEST (ala U.S. and Europe)

we're REPAIRING ROADS and Bridges and fighting in Iraq, etc. AND DOING IT WITH BORROWED MONEY...

China has a HIGHLY POSITIVE GDP... and IS NOT DEFECIT SPENDING TO DO IT...

THEY ARE BUILDING CITIES and INDUSTRIAL AREAS... not JUST PAVING ROADS...

get the PICTURE... them GROWING/WORKING... us LAYING OFF AND DEFICIT SPENDING...

they will be FILLING THE SHIPS OF DRY BULK CARRIERS FOR DECADES while the U.S. AND EUROPE... argue HOW TO DEFICIT SPEND TAXPAYER MONEY...

www.hktdc.com/info/mi/...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-750857 750857
english.people.com.cn/...

and here's one of those cities they already built... in the MIDDLE OF CHINA... built basically from farmland IN JUST 6 YEARS...

en.wikipedia.org/wiki/...

DOES WALL ST. TELL YOU ABOUT THIS... NO! they want to keep your attention focused on "loser things in the west" like Merck and Schering Plough merger... which is just another "cost-cutting" measure to "shore-up" the balance sheets AS THE "WEST CONTINUES IN DECLINE!"

See, why I'm strong on dry-bulk and OCNF...

BECAUSE THEY WILL BE TRANSPORTING GOODS (while u.s. and europe mkts decline...and domestic stocks weaken and retreat) FOR CHINA AND other emerging mkts...

they'll get paid in "juan" which will outstrip the "declining dollar."

wake-UP ...the answer is CHINA...

flashrob]]> Sun, 08 Nov 2009 12:00:51 -0500
english.people.com.cn/...

and here's one of those cities they already built... in the MIDDLE OF CHINA... built basically from farmland IN JUST 6 YEARS...

en.wikipedia.org/wiki/...

DOES WALL ST. TELL YOU ABOUT THIS... NO! they want to keep your attention focused on "loser things in the west" like Merck and Schering Plough merger... which is just another "cost-cutting" measure to "shore-up" the balance sheets AS THE "WEST CONTINUES IN DECLINE!"

See, why I'm strong on dry-bulk and OCNF...

BECAUSE THEY WILL BE TRANSPORTING GOODS (while u.s. and europe mkts decline...and domestic stocks weaken and retreat) FOR CHINA AND other emerging mkts...

they'll get paid in "juan" which will outstrip the "declining dollar."

wake-UP ...the answer is CHINA...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-742542 742542
HERES WHY!

well I suspect it just might be... because Ocnf is plowing their REVS into acquiring "good deals on used ships" and the other "herd investors" aren't looking to carefully at WHY THOSE OTHER DRY-CARRIERS have "apparently better balance sheets." Yeah, their stock prices are UP better than Ocnf... 'til those orders "for expensive new ships COME IN! YEAH, companies CAN MAKE THEIR BALANCE SHEETS LOOK REAL GOOD by paying down debt, etc. BUT DOWN THE ROAD they have to "pay the piper" for sitting on their butts WITH RESPECT TO "POSITIONING FOR THE FUTURE!"

look into it... this appears to be the case for many of those "higher flyers." SEE... THERE'S A REASON IF YOU JUST LOOK A LITTLE...

but... then you shorts on Ocnf are JUST A BIT "SHORTSIGHTED!"

flashrob]]> Tue, 03 Nov 2009 12:17:10 -0500
HERES WHY!

well I suspect it just might be... because Ocnf is plowing their REVS into acquiring "good deals on used ships" and the other "herd investors" aren't looking to carefully at WHY THOSE OTHER DRY-CARRIERS have "apparently better balance sheets." Yeah, their stock prices are UP better than Ocnf... 'til those orders "for expensive new ships COME IN! YEAH, companies CAN MAKE THEIR BALANCE SHEETS LOOK REAL GOOD by paying down debt, etc. BUT DOWN THE ROAD they have to "pay the piper" for sitting on their butts WITH RESPECT TO "POSITIONING FOR THE FUTURE!"

look into it... this appears to be the case for many of those "higher flyers." SEE... THERE'S A REASON IF YOU JUST LOOK A LITTLE...

but... then you shorts on Ocnf are JUST A BIT "SHORTSIGHTED!"

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-739994 739994
1. Ocnf at about a 1.00 dollar IS CHEAP.

2. Since, we have been at this "dollar price" range for a while... and most investors aren't EXPECTING A BIG SURPRISE IN EARNINGS...

this means to me, THAT IT IS "NOT LIKELY" WE "GO BELOW" these obviously pessimistic levels.

3. Earnings announcement is LIKELY TO BE BETTER THAN EXPECTED...
since the "big loss factor" was the depreciation WRITE-DOWN taken in the 2nd qtr... (I figure that THERE WON'T BE A SIMILAR TYPE WRITE-DOWN this 3rd qtr... likely Ocnf would HAVE PUT "ALL THE BAD NEWS" in "one very losing quarter."

So, I expect "positive earnings." Maybe not much, but POSITIVE...

that being said, THE OUTLOOK for China and the emerging mkts is VERY PROMISING... even if you don't believe a U.S. AND EUROPEAN recovery is as "promising" as Wall St. is forecasting....

THIS MEANS that Ocnf HAS AT LEAST...A STABLE GROWTH/RECOVERY POTENTIAL FUTURE... so they get paid in "juan"... with the dollar shaky... who cares...

So, "bottom line" the outlook for Ocnf LOOKS MORE PROMISING AND LIKELY than MANY OTHER U.S. and European stocks/sectors.

So, a dollar a share is cheap... dollar-cost average if you can...

I think we STEADILY "GO UP" from now on....

flashrob]]> Mon, 02 Nov 2009 08:00:52 -0500
1. Ocnf at about a 1.00 dollar IS CHEAP.

2. Since, we have been at this "dollar price" range for a while... and most investors aren't EXPECTING A BIG SURPRISE IN EARNINGS...

this means to me, THAT IT IS "NOT LIKELY" WE "GO BELOW" these obviously pessimistic levels.

3. Earnings announcement is LIKELY TO BE BETTER THAN EXPECTED...
since the "big loss factor" was the depreciation WRITE-DOWN taken in the 2nd qtr... (I figure that THERE WON'T BE A SIMILAR TYPE WRITE-DOWN this 3rd qtr... likely Ocnf would HAVE PUT "ALL THE BAD NEWS" in "one very losing quarter."

So, I expect "positive earnings." Maybe not much, but POSITIVE...

that being said, THE OUTLOOK for China and the emerging mkts is VERY PROMISING... even if you don't believe a U.S. AND EUROPEAN recovery is as "promising" as Wall St. is forecasting....

THIS MEANS that Ocnf HAS AT LEAST...A STABLE GROWTH/RECOVERY POTENTIAL FUTURE... so they get paid in "juan"... with the dollar shaky... who cares...

So, "bottom line" the outlook for Ocnf LOOKS MORE PROMISING AND LIKELY than MANY OTHER U.S. and European stocks/sectors.

So, a dollar a share is cheap... dollar-cost average if you can...

I think we STEADILY "GO UP" from now on....

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-735698 735698
news.bbc.co.uk/2/hi/bu...

pretty much SAYS IT ALL... 'DEM SHIPS WILL BE FULL... BDI WILL RISE AND NOT LOOK BACK... new "used" ship purchases WILL BE AT HIGHER RATES...

BETTER START COVERING "SHORTS!"

flashrob]]> Thu, 29 Oct 2009 12:34:07 -0400
news.bbc.co.uk/2/hi/bu...

pretty much SAYS IT ALL... 'DEM SHIPS WILL BE FULL... BDI WILL RISE AND NOT LOOK BACK... new "used" ship purchases WILL BE AT HIGHER RATES...

BETTER START COVERING "SHORTS!"

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-733183 733183 www.thestreet.com/_yah...

guess they should be buying "used ships" like the nephew...

well Ocnf will probably be a survivor buying up the remains if they/others go down...WITH ALL THEM EXPENSIVE "NEW SHIP" ORDERS...

THAT I TOLD YOU IN PREVIOUS POSTS ...were VASTLY OVERBLOWN...

lot of the biggies probably getting real stressed now with "all them new ships" they CAN'T AFFORD... WON'T GET.... and LOSE HEAVY DEPOSITS...

while "little OCNF" just keeps chuggin' along LIKE THE "LITTLE ENGINE THAT COULD!"

Ocnf is lookin' better and better as we go forward...

flashrob]]> Tue, 27 Oct 2009 20:18:00 -0400 www.thestreet.com/_yah...

guess they should be buying "used ships" like the nephew...

well Ocnf will probably be a survivor buying up the remains if they/others go down...WITH ALL THEM EXPENSIVE "NEW SHIP" ORDERS...

THAT I TOLD YOU IN PREVIOUS POSTS ...were VASTLY OVERBLOWN...

lot of the biggies probably getting real stressed now with "all them new ships" they CAN'T AFFORD... WON'T GET.... and LOSE HEAVY DEPOSITS...

while "little OCNF" just keeps chuggin' along LIKE THE "LITTLE ENGINE THAT COULD!"

Ocnf is lookin' better and better as we go forward...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-732495 732495
these shills want to drive it down... just soak it up... goes lower... if you can do it... buy more...

... the company ain't going under... the fundamentals are descent in this economic climate... and overall economic climate is IMPROVING...

so, it's just a matter of time...

regards,

flashrob]]> Tue, 27 Oct 2009 12:31:23 -0400
these shills want to drive it down... just soak it up... goes lower... if you can do it... buy more...

... the company ain't going under... the fundamentals are descent in this economic climate... and overall economic climate is IMPROVING...

so, it's just a matter of time...

regards,

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-732481 732481
1. the vol today is 4million... so where's the dilution dumdum

2. Ocnf will NOT ISSUE SHARES at THESE MKT PRICES...

3. I DON'T THINK THERE WILL BE "ANY ISSUES" UNDER 3-5 DOLLARS...and that will be at "MARKET PRICES" not .10 on a dollar...SO THERE IS NO REAL DILUTION EVEN IF THEY DO ISSUE SHARES...which they won't at these prices.

4. NOW FOR SOME REAL LOGIC: BDI ON CAPETOWN ABOUT 40K A DAY...so when Ocnf and other carriers contracts expire they WILL BE COMMANDING HIGHER RATES... and the world economy will STAY AT LEAST AT THESE LEVELS... based on Dow, China, other emerging mkt growth... SO AS CONTRACTS EXPIRE... REVS WILL INCREASE!!!

5. So-called SHARE DILUTION was MAINLY TO POSITION THE COMPANY ...so that NO ONE COULD "BUY UP THE FLOAT" AND "AND DO A HOSTILE TAKEOVER." all Ocnf has to do is issue MORE SHARES TO PREVENT A HOSTILE TAKEOVER by dwarfing the float...

6. INSIDERS ONLY HOLD 12% OF THE FLOAT... GET THIS DUMMY SHORTS...THE STOCK COULD GO TO "O" ...AND OCNF WOULD ONLY LOSE ABOUT 12MILLION... THAT'S NOT EVEN A DEPOSIT ON ONE OF THE USED SHIPS THEY BUY...

7. BOTTOM LINE: all you have to do is "fence sit" THIS STOCK and when the BIG INSIDERS (the ones YA Global will sell shares to...and dwarf the whole float by-the-way)JUMP ON...then UP WE GO!

...the STOCK WILL RECOVER NICELY... LIKE PROBABLY 5. PLUS A SHARE, what with the BDI up 800pts - showing a solid recovery WHICH MEANS THE 40K PER DAY RATES WILL AT LEAST HOLD IN THAT RANGE GOING FORWARD... MEANING OCNF will make "good dollars" going forward.

OF COURSE you can LET THESE "PAID SHILLS" who probably work for those same "big money block traders" TRY TO DRIVE THE STOCK DOWN...SO THEY CAN GREEDILY SOAK UP "MOST OF THE FLOAT TOO" ...like the big-bucks they're gonna make on the big-block share issue ain't enough...

so, don't let these "whores" get you to SELL YOUR FLOAT SHARES...

they're are gonna go 3-5-higher IN THE FUTURE... so it's just a WAITING GAME...

regards...

flashrob]]> Tue, 27 Oct 2009 12:23:26 -0400
1. the vol today is 4million... so where's the dilution dumdum

2. Ocnf will NOT ISSUE SHARES at THESE MKT PRICES...

3. I DON'T THINK THERE WILL BE "ANY ISSUES" UNDER 3-5 DOLLARS...and that will be at "MARKET PRICES" not .10 on a dollar...SO THERE IS NO REAL DILUTION EVEN IF THEY DO ISSUE SHARES...which they won't at these prices.

4. NOW FOR SOME REAL LOGIC: BDI ON CAPETOWN ABOUT 40K A DAY...so when Ocnf and other carriers contracts expire they WILL BE COMMANDING HIGHER RATES... and the world economy will STAY AT LEAST AT THESE LEVELS... based on Dow, China, other emerging mkt growth... SO AS CONTRACTS EXPIRE... REVS WILL INCREASE!!!

5. So-called SHARE DILUTION was MAINLY TO POSITION THE COMPANY ...so that NO ONE COULD "BUY UP THE FLOAT" AND "AND DO A HOSTILE TAKEOVER." all Ocnf has to do is issue MORE SHARES TO PREVENT A HOSTILE TAKEOVER by dwarfing the float...

6. INSIDERS ONLY HOLD 12% OF THE FLOAT... GET THIS DUMMY SHORTS...THE STOCK COULD GO TO "O" ...AND OCNF WOULD ONLY LOSE ABOUT 12MILLION... THAT'S NOT EVEN A DEPOSIT ON ONE OF THE USED SHIPS THEY BUY...

7. BOTTOM LINE: all you have to do is "fence sit" THIS STOCK and when the BIG INSIDERS (the ones YA Global will sell shares to...and dwarf the whole float by-the-way)JUMP ON...then UP WE GO!

...the STOCK WILL RECOVER NICELY... LIKE PROBABLY 5. PLUS A SHARE, what with the BDI up 800pts - showing a solid recovery WHICH MEANS THE 40K PER DAY RATES WILL AT LEAST HOLD IN THAT RANGE GOING FORWARD... MEANING OCNF will make "good dollars" going forward.

OF COURSE you can LET THESE "PAID SHILLS" who probably work for those same "big money block traders" TRY TO DRIVE THE STOCK DOWN...SO THEY CAN GREEDILY SOAK UP "MOST OF THE FLOAT TOO" ...like the big-bucks they're gonna make on the big-block share issue ain't enough...

so, don't let these "whores" get you to SELL YOUR FLOAT SHARES...

they're are gonna go 3-5-higher IN THE FUTURE... so it's just a WAITING GAME...

regards...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-731995 731995
he thinks Ocnf has potential of "several multiples" even with "poor earnings" ... and to me the 3rd qtr earnings appear to be LIKELY to be "positive." So, weigh his analysis, and couple that with the strong prospect of "good 3rd qtr" plus SIGNS ECON/BDI going UP consistently...

all these factors SPELL significantly better future for Ocnf.

...I think WE TURNED THE CORNER HERE... and by the end of the week we will reach levels THAT WILL BE THE NEW "CONTINUING UP" POINT...

caps.fool.com/Blogs/Vi...

flashrob]]> Tue, 27 Oct 2009 08:06:25 -0400
he thinks Ocnf has potential of "several multiples" even with "poor earnings" ... and to me the 3rd qtr earnings appear to be LIKELY to be "positive." So, weigh his analysis, and couple that with the strong prospect of "good 3rd qtr" plus SIGNS ECON/BDI going UP consistently...

all these factors SPELL significantly better future for Ocnf.

...I think WE TURNED THE CORNER HERE... and by the end of the week we will reach levels THAT WILL BE THE NEW "CONTINUING UP" POINT...

caps.fool.com/Blogs/Vi...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-731975 731975
STILL GREAT NEWS!

flashrob]]> Tue, 27 Oct 2009 07:43:11 -0400
STILL GREAT NEWS!

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-731972 731972
good sign for probable earnings to be announced next Monday 11am on 2Nov09 on Ocnf.

...you've seen this pattern before... Ocnf UP BIG before earnings last two quarters... and THAT WAS WHEN OUTLOOK FOR "WORLD ECONOMY" WAS MUCH MORE NEGATIVE...

you're being scammed by big money... THEY ARE GONNA LOAD "UP" THIS WEEK... are you going to miss THE BIG WAVE UP???

Ocnf real bargain at 1.03 or so... we'll see at least 1.65 by end of this week...that's my take...

look at a 6month chart... Ocnf POPS UP BIG... just prior to earnings for the last two quarters...

and earnings/propects are MUCH BETTER with the economy definitely on a comeback... BDI up 800% in just one month since last week of Sep09...

your move... the "relatively small float" might not show this so much, BUT WHEN BIG MONEY PILES IN later this week, you'll SEE THAT THIS WAS AN "OBVIOUS CALL" FOR A BIG UP!!!

DRYSHIPS REV EXCEEDS ANALYSTS...

www.reuters.com/articl...

your loss or WIN...

FLASHROB]]> Tue, 27 Oct 2009 07:37:43 -0400
good sign for probable earnings to be announced next Monday 11am on 2Nov09 on Ocnf.

...you've seen this pattern before... Ocnf UP BIG before earnings last two quarters... and THAT WAS WHEN OUTLOOK FOR "WORLD ECONOMY" WAS MUCH MORE NEGATIVE...

you're being scammed by big money... THEY ARE GONNA LOAD "UP" THIS WEEK... are you going to miss THE BIG WAVE UP???

Ocnf real bargain at 1.03 or so... we'll see at least 1.65 by end of this week...that's my take...

look at a 6month chart... Ocnf POPS UP BIG... just prior to earnings for the last two quarters...

and earnings/propects are MUCH BETTER with the economy definitely on a comeback... BDI up 800% in just one month since last week of Sep09...

your move... the "relatively small float" might not show this so much, BUT WHEN BIG MONEY PILES IN later this week, you'll SEE THAT THIS WAS AN "OBVIOUS CALL" FOR A BIG UP!!!

DRYSHIPS REV EXCEEDS ANALYSTS...

www.reuters.com/articl...

your loss or WIN...

FLASHROB]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-729002 729002
things are starting to "look good!"

...plus, you know earnings will almost certainly be better than the 2nd qtr... with the big writedown already taken...

flashrob]]> Sun, 25 Oct 2009 08:05:05 -0400
things are starting to "look good!"

...plus, you know earnings will almost certainly be better than the 2nd qtr... with the big writedown already taken...

flashrob]]> http://seekingalpha.com/article/142882-oceanfreight-risky-but-deserving-of-consideration?source=feed#comment-723701 723701
11:00AM on MONDAY 2NOV09

now, the FACT THAT THEY ARE SCHEDULING FOR "11AM" sounds like THEY EXPECT TO ANNOUNCE "BETTER THAN EXPECTED NEWS"...usually bad earnings often are after "mkt close" ...so they CAN MAKE EXCUSES, FOR THE POOR PERFORMANCE ...like they did in Aug09 with the "huge writedown."

well, the WRITEDOWN was ALREADY TAKEN... so I'm expecting MUCH BETTER NUMBERS...

I wouldn't want to be out... specially since DOW probably gonna hit 11,000 in Nov... and BDI, etc. WILL ALL START RISING...

...AND FENCE SITTERS WILL BE THINKING DRYBULK LOOKS CHEAP...after-all APPLE COMPUTER already hit 200...no big potential LEFT THERE...

SO, WHAT DO YOU BUY... drybulk, and particularly OCNF (not getting into financial difficulty BUYING "NEW EXPENSIVE SHIPS" that are probably gonna be late to deliver, or cancelled due to credit finance problems...)

my thinking,

drybulk sector is cheap... and OCNF looking good as laggard in sector...

FLASHROB]]> Wed, 21 Oct 2009 12:29:35 -0400
11:00AM on MONDAY 2NOV09

now, the FACT THAT THEY ARE SCHEDULING FOR "11AM" sounds like THEY EXPECT TO ANNOUNCE "BETTER THAN EXPECTED NEWS"...usually bad earnings often are after "mkt close" ...so they CAN MAKE EXCUSES, FOR THE POOR PERFORMANCE ...like they did in Aug09 with the "huge writedown."

well, the WRITEDOWN was ALREADY TAKEN... so I'm expecting MUCH BETTER NUMBERS...

I wouldn't want to be out... specially since DOW probably gonna hit 11,000 in Nov... and BDI, etc. WILL ALL START RISING...

...AND FENCE SITTERS WILL BE THINKING DRYBULK LOOKS CHEAP...after-all APPLE COMPUTER already hit 200...no big potential LEFT THERE...

SO, WHAT DO YOU BUY... drybulk, and particularly OCNF (not getting into financial difficulty BUYING "NEW EXPENSIVE SHIPS" that are probably gonna be late to deliver, or cancelled due to credit finance problems...)

my thinking,

drybulk sector is cheap... and OCNF looking good as laggard in sector...

FLASHROB]]>