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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: CSCL Hamburg 
I don't like the word impounded, but I also don't
think an amateur blog on diving is a credible source
for the legal status of a ship. What I really don't
like is that CSCL Hamburg hasn't...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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26-Jan-10 08:35 am |
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| 2. |
GPS Fleet Map
This thing is pretty cool. You can see where all the
ships are and how fast they're moving. For example,
CSCL Hamburg has been in the same place moving 0 nm/h
for the...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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11-Jan-10 09:58 am |
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| 3. |
Re: Transport Finance Hits Treacherous Waters.
Re: PR Blitz. This is likely not the case. I emailed
the author of the original article because I couldn't
find a public source that noted this fact. He claimed
that information came from the earnings release in
Q3...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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21-Dec-09 11:16 am |
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| 4. |
MOL Emissary
Only 26 to go... http://www.seaspancorp.com/releas
edetail.cfm?ReleaseID=426137
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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23-Nov-09 05:38 pm |
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| 5. |
Contracts - I feel good
I did some more thinking about the SSW contracts, and
I think I am very comfortable with them now. SSW,
GSL, DAC and others are all operating on...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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10-Nov-09 01:16 pm |
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| 6. |
Re: real simple book value
No problem, it's a tough question to answer. Here's
what I found. Current market price on new container
ships: http://www.joc.com/node/413999 $19mm for a
1,060 TEU vessel ~= $18,000 per TEU ** actually this
is a...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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8-Nov-09 10:03 am |
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| 7. |
Re: real simple book value
Right, I got it. So, what's a better way to calculate
SSW's liquidation value? I'm interested because
it's important in the case that SSW's contracts
aren't honored.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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7-Nov-09 12:28 pm |
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| 8. |
Re: real simple book value
I guess I'm confused. Isn't your point that
accounting isn't transparent enough for companies
that own significant assets that are price-sensitive
to market...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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7-Nov-09 12:12 am |
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| 9. |
Re: real simple book value
I'll let the IASB know that you want ships marked
to market next time I'm talking to them.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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6-Nov-09 06:51 pm |
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| 10. |
Re: BDI - Today
Here's the CC page that has the "super slow
steaming" excerpt: http://seekingalpha.com/article/171215-seaspan-corp-q3-2009-earnings-call-transcript?page=5
The language isn't exactly clear, but here's
another article on super slow...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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6-Nov-09 06:48 pm |
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| 11. |
Re: i.e., supply is
yea.. it's interesting because the boats are more
efficient when you run them at 10-20% of engine output..
so you save on fuel per teu-mile and you also help
the over-supply issue. very cool...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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6-Nov-09 04:52 pm |
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| 12. |
Re: BDI - Today
Someone's cranky. I rate your paragraphs as: 4/5
- BDI has almost nothing to do with SSW. As a general
guide for shipping rates and global trade it's
useful. 2/5 - SSW had a massive...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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6-Nov-09 02:46 pm |
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| 13. |
Re: 8/31: 4:48 p.m. - Dennis Washington STILL BUYING MORE SSW...
Plus there's the long-term equity funding gap.
You can take the company private, but then they have
to self-fund the current newbuildings. Not that much
of a stretch for these players, but it makes...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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3-Sep-09 07:05 am |
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| 14. |
MOL Eminence
Looks like she's good to go:Current location: <a
href=\"http://www.skseagate.com/ais//INFO3.aspx?p_id=477547100\"
rel=\"nofollow\">http://www.skseagate.com/ais//INFO3.aspx?p_id=477547100
(South Korea)Schedule: <a href...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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31-Aug-09 02:42 pm |
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| 15. |
Re: Thoughts on the CC
I think we'll get our answer once Seaspan publicizes
the final state of the delivery schedule. If there
are no rate adjustments then, I estimate that we won't
see any in the future. I'...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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8-Aug-09 11:42 pm |
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| 16. |
Re: I&&39;ve seen this movie before!
I was able to watch it here:<a href=\"http://www.seaspancorp.com/investors/eventdetail.cfm?EventID=71160\"
rel=\"nofollow\">http://www.
seaspancorp.com/investors/eventdetail.cfm?EventID=
71160
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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6-Aug-09 03:58 pm |
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| 17. |
I&&39;ve seen this movie before!
Today's stock chart looks exactly the same as the
one from the 28th of April when they cut the divvy.
Big drop off and then a gradual slide to the bottom-right.
At least the scale isn't as dramatic.Unrelated:
Would anyone...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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6-Aug-09 03:00 pm |
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| 18. |
Re: Interesting development with shipyards...
I don't think any of the financing secured by SSW
has loan to value (LTV) debt covenants. Shouldn't
apply here.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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22-Jul-09 04:28 pm |
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| 19. |
Re: No News = Good News?
but let's not forget that they have an obligation
to their shareholders to report quarterly earnings
in a timely manner. you can't just wait until
the news is good.i think the deferrals and net in
come...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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22-Jul-09 12:08 pm |
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| 20. |
Re: New Building Deliveries
Whoops, my bad.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seaspan Corp. (SSW)
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chris.forgot |
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21-Jul-09 12:59 pm |
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