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Eagle Bulk Shipping, Inc. Message Board

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  • rrb1981 rrb1981 Apr 22, 2007 8:14 PM Flag

    rank the top 5 overall

    There you go again, trying to hammer ONAV so you can get in cheaper. True, it has had a run up, but why doesn't it deserve that valuation....give us some proof.

    Agree that DHT is a better fit in that mix than say VLCCF. DHT CEO is a bargain hunter and a very conservative player. Will not make accretive acquisitions if it adds "undue risk". That has been his statement in virtually every confernce call since they IPO'd (I have listend to all of them as far as I can remember). If he buys something, load the boat(no pun intended!) because you know it will be good.

    Also might put Excel in that category, or maybe Aegean which should see its fleet increase 4 fold over next 3 or 4 years. Also like Arlington (ATB) for low risk, but they aren't that aggressive.

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