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Fundamental analyst, technical trader - wrong 50% of the time. 10+ years buy side and sell side..

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@christankerfund Whats your view on CMA, Yang Ming, and Evergreen are opening routes through Suez? That could be very bad for sector, no?

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@zerohedge @grok please explain

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@AlfredoM617 Why do you think Ofer sold all his holding? Surely one of the greatest shipping investors of our time. What do you think about all’s the debt ZIM has, going into a rapidly declining market?

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@J_M_G_B_ This math assumes the stock is not trading down Ex-dividend?Not sure how that works, but ok

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@CorneliaLake @wombliingfree :-)

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@CorneliaLake 3) You are showing a vessel EBITDA around $10m – you can order a large Chinese PSV NB below $55m – so I would rather buy a large NB at same pricing as a hodge pot of 15 year old vessels😊 Lets revisit this topic in August, and we will have seen NB orders already. $tdw

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@wombliingfree @CorneliaLake Haha.. tried to highlight this to the uber bullish TDW community… assumptions on NB, asset life etc was completely unrealitsic. But you just get your head chopped off 🤣🤣 not much for objective research.

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@TysonConnery @CorneliaLake Hmm… tough one.. still bullish?

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@CorneliaLake Any view on TDW here? Looks like insiders Timed well?

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@TysonConnery @CorneliaLake Lol.. still buying :-)

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@mintzmyer @PurpleDrink_LLC Yeah, thats strange.. So perhaps a good buying opps then.. any views on Nabors, or not your wheelhouse?

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@mintzmyer @PurpleDrink_LLC Are you still long this puppy? Sitting on sidelines scratching my head.

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@mintzmyer Okok. Cool, Thanks.

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@mintzmyer Hey! You using the weakness to add on your long here?

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@mintzmyer Cool.. long because you think it was overreaction or are you fundamentally bullish?

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@CorneliaLake Cool! Will check it out.. so you figure the market can take 100+ newbuilds?

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@TysonConnery @CorneliaLake «Average down» is not doing too bad? Looks like Robotti is also selling…. 🙄

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@CorneliaLake https://t.co/qB1ATuFVqT … the ordering is starting :-) thought you said this would not happen..

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@KParaat @rkpse56 🤹‍♂️🤹‍♂️