skates77's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/158291/comments http://seekingalpha.com/article/105882-even-google-suffers-in-the-worst-economic-environment-in-our-collective-lifetimes?source=feed#comment-305565 305565
]]> Thu, 13 Nov 2008 17:08:26 -0500
]]> http://seekingalpha.com/article/66266-dry-bulk-shipper-anomaly-in-spot-pricing-creates-buy-opportunity?source=feed#comment-120245 120245
So maybe there was a slowdown or a preceived slowdown in this market. And it could be that the shippers were/are hedging the future price increases, but having less takers on the long or one and two year contracts, so possibly is there less demand?

This might be putting more capacity or ships in the spot market? Thus lowering price.

So wouldn't the fact that spot prices are still lower than long positions be a reason for caution. Or, do you see that chaning soon? Just posing the question, not attacking your position.

]]> Thu, 28 Feb 2008 12:15:51 -0500
So maybe there was a slowdown or a preceived slowdown in this market. And it could be that the shippers were/are hedging the future price increases, but having less takers on the long or one and two year contracts, so possibly is there less demand?

This might be putting more capacity or ships in the spot market? Thus lowering price.

So wouldn't the fact that spot prices are still lower than long positions be a reason for caution. Or, do you see that chaning soon? Just posing the question, not attacking your position.

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