Turning the Ship Around: Ship Values & Charters, and How to Read Share Impact (Asset Owner Angle)
I’ve written more about the Bulk rebound and Pacific Basin Shipping Ltd (2343 HK) and its rebound this last year (and dry box turnarounds Triton...
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A Few FWIW Insights (FX … Stocks … Performance Drivers)
The simple stupid catalyst for change in performance this summer is the decline in the US dollar.Against the Euro the USD has essentially gone from...
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Singapore Ship Trusts Gobbled Up by German Backed Greeks
Event last week: US listed Greek company Navios Maritime Holdings Inc. (NM US) to take control of Rickmers Maritime (RMT SP) ships for $113m AND...
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Bulk's (Shipping's) Thin Market for Placements…Again/Still ...Today Being Diana Shipping's Turn
A sure sign that we are still in the tender underbelly of shipping markets for equities (and that shipping’s recovery is a long drawn out affair)...
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Thoughts on Seaspan Co-Founder Graham Porter Leaving the Board
This is news because Mr. Porter has been a trailblazer and anchor for Seaspan Corp. (SSW US) since it led the market into container vessel...
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