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therealevan

therealevan
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  • 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 | 2 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 | 7 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
  • Gladstone Land And Farmland Partners Offer Alternative Investment In Land [View article]
    Does FPI have any rental agreements where there is a profit sharing component in the agreement?
    Nov 8, 2014. 12:15 AM | Likes Like |Link to Comment
  • The Tanker Industry: A Comparison Of Revenue And Income [View article]
    You're trying to compare apples to oranges here... Why is ASC on this list?
    Oct 24, 2014. 01:22 PM | Likes Like |Link to Comment
  • What A CSX - Canadian Pacific Merger Would Look Like, And Why It Didn't Happen [View article]
    We always thought that the merger would be between CP & KCS granting the ultimate North American system from all of Canada & down through the United States & into Mexico. And just for a fun fact, a majority of where the oil trains originate on the CP, is 100 year old track structure & infrastructure - it was my former railroad territory!
    Oct 13, 2014. 12:59 PM | 1 Like Like |Link to Comment
  • Farmland Partners: Maintaining A $16.25 Price Target (~50% Upside) [View article]
    I'd be interested to see them start buying up corn acreage in the Dakotas..
    Aug 19, 2014. 08:18 PM | Likes Like |Link to Comment
  • The Baltic Dry Index Looks To Be On The Run Again [View article]
    Keep dreaming.
    Aug 19, 2014. 02:46 PM | Likes Like |Link to Comment
  • The Baltic Dry Index Looks To Be On The Run Again [View article]
    And here we go again...
    Aug 15, 2014. 03:07 PM | 1 Like Like |Link to Comment
  • Drybulk shipping rates surged higher overnight, drybulk shippers rally [View news story]
    Now for the next week there will be 10 articles about DRYS and how now is the time to buy because of this tiny catalyst! Don't worry guys, all these articles will be completely identical, so just read one and you'll get the picture of all ten.
    Aug 14, 2014. 03:47 PM | 1 Like Like |Link to Comment
COMMENTS STATS
157 Comments
177 Likes