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therealevan

therealevan
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  • Market Placing Scorpio Tankers On Fire Sale [View article]
    J, as always, quality article. To highlight two important points from the recent news, looks like they're expanding their vessel portfolio into Handys & MRs.

    "The Company has amended its agreement with Hyundai Mipo Dockyard Co. Ltd. of South Korea ("HMD") to construct MR and Handymax product tankers. The Company has contracted for four MR product tankers to be built at HMD for approximately $34.5 million and has options to construct up to 10 more MR product tankers with fixed delivery dates and at fixed prices. The four vessels are scheduled for delivery in the first and second quarter of 2017. "

    "Previously, the Company had ordered two MR product tankers for approximately $34.5 million and two Handymax product tankers for $32.5 million and had options to construct up to six more MR product tankers and six more Handymax product tankers with delivery. "

    I was hoping they'd allocate more cash into bolstering the LR2 fleet but I guess a little diversification in the smaller tonnage won't hurt.
    Sep 1, 2015. 03:24 PM | Likes Like |Link to Comment
  • How eSports Are Shaping The Sports And Gaming Industry [View article]
    Esports did have it's own semi-olympic organization several years ago called WCG, or World Cyber Games. Teams represented their own countries and flew around the world to compete against other countries.
    Aug 26, 2015. 03:10 PM | Likes Like |Link to Comment
  • How eSports Are Shaping The Sports And Gaming Industry [View article]
    Having been a gamer for 15 years now, and have been on the competitive e-sports scene for 10 of those 15 years, i really appreciate this article. Esports has taken off like a rocket especially in the past few years, with ESPN making some gains in broadcasting coverage as well. The money is beginning to flow along with the competitiveness & global branding. Thanks for the article.
    Aug 25, 2015. 03:40 PM | 3 Likes Like |Link to Comment
  • Buy Scorpio Tankers After The Earnings Blowout [View article]
    J,

    Good article in support of STNG. So far in Q3 rates are seasonally higher albeit q3 being the weaker season. LR2 rates continue to surge with help from improving handy & MR rates, scorpio tankers should experience another profitable quarter. I'm becoming a bit worrisome about the price that they're spending for their vessels, hopefully they start to taper off on buying new vessels and start to work on paying down their debt.

    Thanks
    Jul 31, 2015. 02:05 PM | 1 Like Like |Link to Comment
  • Scorpio Tankers beats by $0.05, beats on revenue [View news story]
    Thanks for these excerpts! Long STNG!
    Jul 30, 2015. 04:27 PM | Likes Like |Link to Comment
  • Scorpio Tankers beats by $0.05, beats on revenue [View news story]
    Tick tick tick!! We're doing incredibly well so far!
    Jul 29, 2015. 12:12 PM | Likes Like |Link to Comment
  • Scorpio Tankers: $47 Million Total Return From Investment In Dorian LPG [View article]
    Just market noise.
    Jul 23, 2015. 02:24 PM | Likes Like |Link to Comment
  • Scorpio Tankers: $47 Million Total Return From Investment In Dorian LPG [View article]
    I'd expect they'll use this cash to help pay down some debt, but who knows. I wouldn't mind a buyback/dividend increase!
    Jul 23, 2015. 01:37 PM | Likes Like |Link to Comment
  • Ardmore Shipping: Ignored Firm With Massive Cash Flow [View article]
    Yes we have! Looks like STNG & ASC are growing in fleet characteristics. STNG has been focusing more capital on LR2 builds whereas ASC are buying up vessels with <50K DWT.

    And just a reminder, STNG's Q2 is July 29th.
    Jul 16, 2015. 12:45 PM | Likes Like |Link to Comment
  • Ardmore Shipping: Ignored Firm With Massive Cash Flow [View article]
    LONG STNG.
    Jul 16, 2015. 12:23 PM | Likes Like |Link to Comment
  • Scorpio Tankers: Fairly Priced With Strong Upside Potential [View article]
    I've actually spoken with Mr. Bugbee privately via email and he handles communication excellently. The man is perfect for the job.
    Jun 29, 2015. 02:29 PM | Likes Like |Link to Comment
  • Scorpio Tankers: Fairly Priced With Strong Upside Potential [View article]
    you know me J..... long STNG.
    Jun 28, 2015. 01:17 AM | Likes Like |Link to Comment
  • Product Tanker Demand Still Looking Strong [View article]
    James can you give me the TLDR version on last months LR2 rates?
    Jun 16, 2015. 11:52 PM | Likes Like |Link to Comment
  • Dry Bulk Shipping Market Supply Side Update [View article]
    Ramisle has that effect.
    May 24, 2015. 04:55 PM | 1 Like Like |Link to Comment
  • Peabody Energy: Unfavorable Hedges Obscure A Solid Underlying Business [View article]
    i dont know what to make of BTU. theres too much speculation.
    May 23, 2015. 01:33 AM | 1 Like Like |Link to Comment
COMMENTS STATS
188 Comments
196 Likes