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Little Dief

Little Dief

http://blog.littledief.com/

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Little Dief | blog.littledief.com Reviews
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Little Dief
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1 our other pages
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3 drybulker charts
4 drybulker estimates
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6 omar choudhry
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Little Dief | blog.littledief.com Reviews

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Little Dief

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1

Little Dief: Q3-2012 Report Card

http://blog.littledief.com/p/so-howd-we-do-overall-in-q3-2012-it-was.html

So how'd we do overall in Q3-2012? It was an ugly quarter and an ugly report card for us. 5 estimates we can be happy with (BALT, DSX, GLBS, PRGN, SB). 7 estimates we'd like to have a do-ever (DRYS, EGLE, GNK, NM, NMM, SBLK, SHIP). 1 estimate TBD (EXM). 5/12 = 41% . OK, we also failed thermodynamics once . looks like it will be summer school for us this year. BALT Est: $-3.59M / $-0.16 Actual: $-4.82M / $-0.22. DSX Est: $14.2M / $0.17 Actual: $12.3M / $0.15. Our revenue numbers were under OK this quarter...

2

Little Dief: Q1-2012 Report Card

http://blog.littledief.com/2012/06/q1-2012-report-card.html

Monday, 25 June 2012. So how'd we do overall in Q1-2012? 9 estimates we can be happy with (BALT, DSX, EGLE, EXM, GLBS, NMM, PRGN, SB, SHIP). 4 estimates we'd like to have a do-ever (DRYS, GNK, NM, SBLK). 9/13 = 69% . gets us through at school, and maybe if we're nice to the teacher, we'll get the bump to a B-. Acceptable for a part-timer, but we strive to get even better. See the Report Card along the right-side for condensed talking points on each shipper's results in comparison to our estimates.

3

Little Dief: Awaiting Paragon...

http://blog.littledief.com/2012/06/awaiting-paragon.html

Saturday, 2 June 2012. With the quarterly report from Paragon being the only one left in our current coverage universe, and no indication yet on when they'll report, we've decided to summarize the bulkers that have reported since our last look. DRYS Est: $-17.56M / $-0.05 Actual: $-47.5M / $-0.12. The ORIG segment didn't quite perform to our expectations, withe lower revenues being generated as a. Couple of the rigs were mobilizing and getting their stamps of Brazilian approval. When they are earning.

4

Little Dief: My Depreciation just Depreciated...

http://blog.littledief.com/2012/06/my-depreciation-just-depreciated.html

Thursday, 21 June 2012. My Depreciation just Depreciated. Paragon reported tonight and had it not been for the significant cost saving that was achieved in the G&A expenses, along with a teeny tiny number on the recognized depreciation (from about $8M to $4M in one quarter), we could have been on the money. Posted by Omar Choudhry. Subscribe to: Post Comments (Atom). Awesome Inc. theme. Powered by Blogger.

5

Little Dief: 2013-Q2 Report Card

http://blog.littledief.com/2013/10/2013-q2-report-card.html

Sunday, 13 October 2013. So how did we do overall in Q2-2013? 6 estimates we can be happy with (BALT, DRYS, EGLE, GNK, SB, SBLK, SHIP). 5 estimates we'd like to have done better on (DSX, GLBS, NM, NMM, PRGN). 1 estimates we won't even consider given the blind shot this quarter (EXM). 6/11 = 55% . we probably could not be as tough on ourselves, but we expect more. Let's hope for better in the Q3-2013 estimates. BALT Est: $-4.06M / $-0.18 Actual: $-4.63M / $-0.19. SBLK Est: $1.84M / $0.34 Actual: $...Reven...

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drybits.blogspot.com drybits.blogspot.com

Dry Bits: April 2012

http://drybits.blogspot.com/2012_04_01_archive.html

Dry Bulk Shipping Market Observations and Commentary. Saturday, April 28, 2012. Top and Bottom 5 Day:. GLBS @5.10 up 8.51%, VLCCF @12.51 up 5.65%, SBLK @0.99 up 5.31%. EGLE @1.73 down 2.80%, SHIP @3.50 down 8.13%, FREE @1.23 down 11.51%. I could cut and paste this … FREE gives up another double digit loss in five days. I could point out some of the differences beholden to a foreign issued equity that allows………. BDI =1156 ( 8.34%), BCI =1499 (-2.21%), BPI =1738 ( 16.87%),. Best Done Period vs. Spot. In co...

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Little Dief

Sunday, 13 October 2013. So how did we do overall in Q2-2013? 6 estimates we can be happy with (BALT, DRYS, EGLE, GNK, SB, SBLK, SHIP). 5 estimates we'd like to have done better on (DSX, GLBS, NM, NMM, PRGN). 1 estimates we won't even consider given the blind shot this quarter (EXM). 6/11 = 55% . we probably could not be as tough on ourselves, but we expect more. Let's hope for better in the Q3-2013 estimates. BALT Est: $-4.06M / $-0.18 Actual: $-4.63M / $-0.19. SBLK Est: $1.84M / $0.34 Actual: $...Reven...

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