Jimmy

On the road again

[Jimmy @Jimmy21953901]

@Naviospirates @christankerfund I am very pleased with my joke

[Jimmy @Jimmy21953901]

@EligianResearch Good discussion on the Lagoa Salgada timelines in this interview and a bit more challenge than you usually hear on the pump pieces….also good discussion on capex

https://t.co/w7RiAG6qnX

[Jimmy @Jimmy21953901]

@contang_o 🙏🙏🙏🙏

[Jimmy @Jimmy21953901]

@joeriwestland @FjordPhil $CERT.V is worth a look in this regard….maybe not 20x but

[Jimmy @Jimmy21953901]

@KramerKarma1 Using the cash for buybacks would mean the cash is gone forever - might just be an opportunistic acquisition which will yield future cashflow in the coming years which match the timing for when other projects are being built out.

I agree B would have more torque though!

[Jimmy @Jimmy21953901]

@contang_o $NMM

[Jimmy @Jimmy21953901]

@OriginalBraila I think the ticker you’re looking for is $cert.v.

Agree with your hypothesis…..and you forgot to mention the daily buybacks 👍👍👍

[Jimmy @Jimmy21953901]

@christankerfund Trying to be more like $NMM

[Jimmy @Jimmy21953901]

@GPs_capital_ Sorry…..stupid question - where do you find these?

The TMX website only shows buybacks up to the end of March

[Jimmy @Jimmy21953901]

@shippingupmore Any thoughts on the sale price of $22.5m for a 2007 LR1??

[Jimmy @Jimmy21953901]

@OriginalBraila May buyback report for $Cert.v should be released in the next couple of days….

And a price of $200,000 for the land acquisition could work out about $1 per oz 😍😍😍

[Jimmy @Jimmy21953901]

@contang_o Based on my quick figures it looks like he’s assuming $45k TCE for the year….or if you allow for the 70% or Q1 days booked at $35k then the rest of the year needs to average $47k

Imagine if that looks low when Q2 guidance arrives!

[Jimmy @Jimmy21953901]

@contang_o Those clean rates are pretty low vs the guidance we saw from the 👑 of product tankers for Q1 and also rates that have been achieved for the past 6 weeks…..

[Jimmy @Jimmy21953901]

@100xCompounding $TSLA

[Jimmy @Jimmy21953901]

@contang_o They’re the folks who create buying opportunities for us though Ed!!

[Jimmy @Jimmy21953901]

@contang_o @jnconkle I’m fairly sure a great man once told me it trades most like a drybulk co!

[Jimmy @Jimmy21953901]

@contang_o @Giem78139114 Does it happen to say whether the $TRMD figures take account of clean owners capturing dirty upside? Thanks!!

[Jimmy @Jimmy21953901]

@contang_o At the risk of being VERY fussy….I thought their MR performance/guidance was a bit underwhelming vs what we’re seeing in the Atlantic

[Jimmy @Jimmy21953901]

@Henrik115 Any sense what the timing requirements for disclosure of these is? Can’t see any for the last week…