Knightsbridge Tankers q VLCCF S W

June 16, 2005 - 11:48am EST by

member

						2005	2006
Price:		39.40		EPS
Shares Out. (in M):		0		P/E
Market Cap (in $M):		673		P/FCF
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT
Borrow Cost:		NA

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#	AUTHOR DATE SUBJECT
21	member 8/15/05 10:14PM Re: q2 earnings
First let me thank you for this idea. I bought puts Thursday and sold enough today to lock in a profit. I agree overpaying the dividend is a one time (or at most two time)... login to read the rest view available tags
18	member 6/21/05 3:09PM Ask RIO on Iron Ore shipping
Info on iron ore ships could be found with the IR of RIO, the largest iron ore mining company. The people there are very helpful. Call Ms. Barbara Geluda (55 21) 3814 4540. view available tags
15	member 6/21/05 10:05AM Ship orders
To what extent does the time it takes to have a new ship built (3 yrs?) play into the supply/demand dynamics and ability to earn excess returns for at least a few years? view available tags
10	member 6/17/05 2:26PM For Bafana, daily operating co
Bafana, how did you get the $7600 daily operating cost for the ships? The company says its cash breakeven rate is 15.9, which sort of reconciles with your cash available for divs after taking... login to read the rest view available tags
9	member 6/17/05 1:25PM VLCC rates, TD-3 contract
Bafana, could you give some background on the $25k number for rates? (Thanks for the 15k to Japan quote). On Imarex, I'm seeing TD-3 rates currently at $46k/day, 95 worldscale, saying that you can sell... login to read the rest view available tags
8	member 6/16/05 6:19PM not a waste of time
normally, I don't take the bait like this, and maybe it is just my mood today, but I don't think that it is a waste of time to read a write-up that is well thought... login to read the rest view available tags
7	member 6/16/05 3:31PM rating
i gave it a good rating because I do think it a good idea and there are many small cap ideas that are presented and while this is not small cap... if a bit of... login to read the rest view available tags
2	member 6/16/05 12:38PM rephrase
I guess it would be more polite to ask what your experience with the borrow is as ours has been dissappointing. Makes rating the idea complicated... a great idea that we can't execute view available tags
1	member 6/16/05 12:19PM great idea but no borrow
breat idea but no borrow... at least for us... with corresponding liquitidy on options... view available tags

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