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therealevan

therealevan
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  • 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
  • 5 Reasons To Consider Scorpio Tankers [View article]
    well said. we are really starting to see the effects of their fuel efficient fleet, 2015 will be very profitable for them the ways things are going!
    Mar 29, 2015. 09:16 AM | Likes Like |Link to Comment
  • 5 Reasons To Consider Scorpio Tankers [View article]
    ive been a shareholder since 2010 slowly growing my position as they grow their fleet. last year was outstanding for them and we can already see the the profits starting to churn (netted around $70m 2014 if i recall correctly.) nice article, i will be holding onto these shares for years and years to come.
    Mar 27, 2015. 06:21 AM | Likes Like |Link to Comment
  • Farmland Partners Inc. Announces Agreement for Acquisition of 15,042 Acres of Farmland for Cash and Equity Consideration [View article]
    So roughly $3300 per acre....
    Mar 25, 2015. 10:23 AM | Likes Like |Link to Comment
  • Trina Solar Wins The 2014 Solar Panel Shipment Race To Become No. 1 [View article]
    If you happen to know, will they be increasing R&D expenses for 2015? And if so by how much?
    Mar 19, 2015. 07:41 PM | Likes Like |Link to Comment
  • Peabody Energy - The Real Canary In The Coal Mine [View article]
    Decent article,

    How do you think the rising US dollar will effect BTU's US coal markets?
    Mar 16, 2015. 12:51 PM | 1 Like Like |Link to Comment
  • Still no agreement in U.S. refinery strike talks [View news story]
    I'm actually really embarrassed to read a lot of these poorly informed comments on SA. A lot of you are posting without thinking about anything, this isn't just about "the unions are lazy" this that or the other thing. Unions don't strike because they can't get a $1 pay raise, they strike because it's they're tired of having corporations who post hundreds of millions or even billions in profits don't return cash flow into their work force. Greed may be a unions worst enemy, but it is all the one thing they hate the most. The railroads, shipping conglomerates, oil & gas companies, airlines, all big corporations who use union labor forces to get the job done. Not some high school drop out who's IQ level & work ethic is that you'd see of a gas station attendant in Oregon.

    The way I see it, unions are a necessary step in a check & balance method keeping big corporations in gear, not just greed but in income equality.
    Feb 22, 2015. 12:34 PM | 8 Likes Like |Link to Comment
  • Report: Google nearing investment in Elon Musk's SpaceX [View news story]
    Do people even use google+ anymore?
    Jan 20, 2015. 01:56 AM | 1 Like Like |Link to Comment
  • Peabody Energy: Weak Australian Dollar Could Result In Significant Savings During The Wait For A Coal Recovery [View article]
    Finally a good article about BTU, thanks for writing.

    Quick point, I think one of the issues out of the powder river basin is that there is hauling congestion issues amongst the railroads to get loads out and empties in. Any foresight on this topic?
    Jan 14, 2015. 10:12 PM | Likes Like |Link to Comment
  • Has DryShips Hit Rock Bottom Yet? [View article]
    Like I said, another poorly written article. How/why does SA allow these types of articles to be published? I'd say they should go after quality rather than quantity, but then again, some authors manage to write several articles in a month about the same topic and no one seems to care.
    Jan 11, 2015. 01:53 PM | 3 Likes Like |Link to Comment
  • Has DryShips Hit Rock Bottom Yet? [View article]
    And another poorly researched, underwritten, and overly sensationalized article about the highly theorized DRYS. I'm going to provide some counter points to your article so you don't think i'm just trying to flame you.

    First off, DRYS is NOT a "Shipbuilder". They have a fleet of vessels that transport a various array of goods across the globe, but they do not actively BUILD vessels.

    Secondly, in your opening remarks you highlight two points:

    Institutional ownership of 20%.
    Massive overhaul debt.

    Were you going to talk about the ownership of dryships other than George selling off shares?

    And "massive overhaul debt"? What does this mean? You don't even talk about debt in your article. You mention it, once, maybe twice - nothing notable. I'm sorry but even The_Specialist has written better articles than this.

    Just my 2 cents.

    Good luck.
    Jan 9, 2015. 10:40 AM | 9 Likes Like |Link to Comment
  • Is Navios Maritime Partners The Perfect Contrarian Buy In Dry Shipping? [View article]
    In regards to it's distribution, and you may need to search through previous quarterly reports, but Angeliki has made it clear that the distribution is secured based on cash flows for several years.
    Jan 5, 2015. 09:42 PM | 3 Likes Like |Link to Comment
  • Big Growth For Ardmore Shipping In 2015 [View article]
    First of all, I am sorry but - this article is poorly researched. Any investor looking to play the clean vessel market should go with Scorpio Tankers (STNG). While Ardmore Shipping has had some growth during 2014, they are leagues behind STNG not only in terms of growth, but in profitability as well. Ardmores meager fleet consists mainly of medium-ranged (MR) tankers that have been struggling with demand due to a saturated MR market. Whereas STNG consists of not only MRs, but has a healthy exposure to LR2s and handymax vessels with a few trading in northern ice routes.

    Secondly - and not towards the author, but the DBI has nothing to do with tankers for all of those who are uninformed.
    Dec 29, 2014. 05:11 PM | Likes Like |Link to Comment
  • DryShips Turns Profitable - Have We Seen The Bottom In The Dry Bulk Industry? [View article]
    The Specialist seems to think otherwise in regards to what you have to say, he's been spamming articles for a year now about not buying DRYS. I on the other hand agree with your article, nice work.
    Dec 4, 2014. 01:19 PM | 1 Like Like |Link to Comment
  • Western Forest Products: Solid Company With 20% Potential Upside [View article]
    Decent article. What are your thoughts on the recently departed Brian Cairo from his CFO position? The company recently consolidated a saw mill which I see as a good thing considering their capital investment strategy is really starting to take off, they are getting geared for efficiency. I've been long on this stock for over 5 years now.
    Nov 16, 2014. 07:17 PM | Likes Like |Link to Comment
COMMENTS STATS
164 Comments
189 Likes