Investor & Operator Discussion Notes: Maersk Fallout…& More on Ship Fuels Post MS $90 Oil Report
Travelling up the US East Coast and meeting with old investor friends allowed us to gauge the sentiment on shipping – with a look at contentious...
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The Best Way to Play Oil with Cover
This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a...
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China’s Ongoing Bid for Less Waste: China Bans Foreign Vessel Scrapping (Scrap Steel Data to ’69)
Considered a possible risk for some time, China finally moved to block inflows of old China-bound vessels for scrapping last week, in a continued...
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Sustainability. Low Sulphur Caps Are Coming. Pacific Basin Is the Poster Child (See CSR Discussion)
Sustainability in shipping has again moved to the media front burner, with several good articles in the shipping press – and even a good piece in...
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Frankenstein WACCs. False Idols of Equity, Debt (And Shipping Interview with Sr. Investor)
I recently witnessed a typical mistake in using EV (enterprise value; short form, market cap + net debt), where the author used it interchangeably...
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