Plimsoll🚢

Maritime industry veteran and value investor especially interested in shipping and energy.

[Plimsoll🚢 @HPA17]

@RudyHavenstein Yes
The Cure
J. Geils Band
Taj Mahal
Toots and The Maytals
Peter Tosh
Jimmy Cliff
Eric Clapton
Chicago
English Beat

[Plimsoll🚢 @HPA17]

@hkuppy I've wanted to go there for a long time. Did you see any ships going through?

[Plimsoll🚢 @HPA17]

@hkuppy I'm still learning that lesson with $TSLA😭

[Plimsoll🚢 @HPA17]

@olaharaldmoen1 Shorting didn't work out so great, so now he's gonna try his hand at day trading?

[Plimsoll🚢 @HPA17]

@0deFren @ShakeyPremis @JoeTheMiner0 @wander_investor @GavMcCracken Calvin spotted yesterday wearing a tie - wait, maybe that's Greta Thunberg🤷‍♂️

[Plimsoll🚢 @HPA17]

@mattparlmer Why is @calvinfroedge wearing a tie?

[Plimsoll🚢 @HPA17]

@toiletkingcap @toiletkingcap Here's a good article with some more info on the seaborne bauxite trade: https://t.co/lzhM4KV7KP

[Plimsoll🚢 @HPA17]

Bullish for Cape size bulker rates. Quick overview is that China is increasing imports and a larger percentage of bauxite is coming from new mines in Guinea which boosts ton miles compared with shipping from Australia. Aluminum exports from Gulf countries are lower this year due to Hormuz issues, and China is picking up some of the slack. I'm long $NMM and $SBLK in the bulk ship owner sector. If Hormuz opens and Gulf aluminum smelters ramp up, bauxite ton miles will likely go down though.

[Plimsoll🚢 @HPA17]

@TravisHoium Full agreement here. You can learn 90% of the relevant information about a stock's prospects in less than one hour.

[Plimsoll🚢 @HPA17]

@FordJohnathan5 Replace him with @RepThomasMassie

[Plimsoll🚢 @HPA17]

@compoundpapi Is that @brifitdance? https://t.co/nAOYoMxnXo

[Tom Heberle @Real_Asset_Fund]

Major insider buy at Real Asset Fund holding $BORR

[Plimsoll🚢 @HPA17]

@lasse108 @AndersSjastad

[Plimsoll🚢 @HPA17]

@TiffanyFong I went to the Amalfi coast in April and was really disappointed. It was just too jam packed full of tourists, even though I was there in the off-season. If you like hot spring resorts, go to Poseidon Garden on the island of Ischia.

[Ayuso @AyusoValue]

I hope one day someone writes a book about Okeanis’ shareholder value creation since its IPO.

Asset sales, fleet acquisitions, massive dividends, share buybacks below NAV, equity issuance above NAV… just an incredible capital allocation story. $OET $ECO

[Plimsoll🚢 @HPA17]

@SchrodingersAlt @hkuppy @ed_fin @mintzmyer Singapore Anchorage is always a crazy crowded roadstead!

[Tom Heberle @Real_Asset_Fund]

Great results from New Hope ($NHC.AX)! Higher coal prices helped lift quarterly earnings by 30%, and the company declared a final dividend of A$0.30 per share. Looking ahead, the continued expansion of its New Acland mine is expected to support further production growth.

New Hope is a top-ten holding in the $COAL ETF.

[Hush @hush_web3]

POV: You only took 50% profit on the trade

[Shipping Up More @shippingupmore]

Slow ships and long voyages tighten dry bulk market
https://t.co/3MzSAcYu2E

[Plimsoll🚢 @HPA17]

@christankerfund Just added some pre-market.