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...
535 Views
Star Bulk (NASDAQ:SBLK): Higher Risk, Higher Upside – Time to Bottom Fish?
Star Bulk dented shareholders’ wealth by over 34% YTD (as of 10 March 2020). Like many of its cape-dominated peers, the company has high exposure...
400 Views
Star Bulk Carriers (NasdaqGS:SBLK): Fleet Expansion to Yield Returns in 2019
Star Bulk recently declared its 4Q18 results and reported a net profit of USD 12.3m in 4Q18 and USD 59m for full-year 2018. The quarterly profit...
630 Views
Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
430 Views
Will Oaktree Thank Their Lucky Stars for Reducing Its Stake in SBLK?
• Third consecutive positive adjusted net profit of USD 10.7m recorded in the second quarter of 2018.• About 60% of the available days in the third...
422 Views