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therealevan

therealevan
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  • 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
  • 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 | Likes 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 | Likes Like |Link to Comment
  • Ardmore Shipping Is A Strong Play In The Product Tanker Market [View article]
    J,

    I hold my long. 2015 will be a big year for STNG, Q2 is already looking to be a record quarter for them. ASC might have an edge on the balance sheet, but they don't have the fleet to realize stronger day rates particularly in the LR2s and MRs. I do like ASC, I just like STNG more. :)

    Nice article.
    May 22, 2015. 02:30 PM | Likes Like |Link to Comment
  • Scorpio Tankers On Track For A Breakout In 2015 [View article]
    Their fleet has a few keen advantages over other product tanker companies. For one they're fuel efficient/eco friendly, some ports in the world only allow low-emission producing vessels to call upon. With lower bunker prices & a fleet that is fuel efficient, the savings are paying the dividends - literally.
    May 20, 2015. 05:40 PM | 1 Like Like |Link to Comment
  • Scorpio Tankers On Track For A Breakout In 2015 [View article]
    While STNG DHT and Eurn are "tanker" based stocks, they are in different sectors. Eurn & DHT transport dirty oil, STNG is a clean / product tanker stock. They share exposures, but operate in different environments.
    May 15, 2015. 03:05 AM | Likes Like |Link to Comment
  • Hannon Armstrong EPS in-line, misses on revenue [View news story]
    and this stock is valued at 19$ a share.... why?
    May 7, 2015. 10:28 PM | Likes Like |Link to Comment
  • Scorpio Tankers On Track For A Breakout In 2015 [View article]
    They have one of the best expense to revenue ratios for product tankers. Fuel efficiency on top of lower bunker costs is literally paying dividends.
    May 1, 2015. 04:48 PM | Likes Like |Link to Comment
  • Scorpio Tankers On Track For A Breakout In 2015 [View article]
    I was a bit disappointed in their latest 15M offering, but on a brighter note...
    Their Q2 is going to be highly profitable, the LR2 & MR rates from the looks of it are not only seasonally higher but are trending higher than Q1 levels. I've owned STNG since 2011 and I can't wait for stock price appreciation to come my way. Long STNG.
    May 1, 2015. 02:24 PM | Likes Like |Link to Comment
  • Scorpio Tankers EPS in-line, beats on revenue [View news story]
    buybuybuy!
    Apr 27, 2015. 02:33 PM | Likes Like |Link to Comment
  • Stifel Nicolaus sees upside for select shipping stocks [View news story]
    salt really mistimed the drybulk market. it will probably be several years before stock price appreciation will be realized above $2.
    Apr 8, 2015. 07:21 PM | Likes Like |Link to Comment
COMMENTS STATS
178 Comments
192 Likes