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North Atlantic Drilling Limited Message Board

bobdbeck 745 posts  |  Last Activity: 31 minutes ago Member since: Oct 7, 1999
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  • Reply to

    BDI now down

    by bobdbeck 2 hours 47 minutes ago
    bobdbeck bobdbeck 31 minutes ago Flag

    No sarge, sold NMM about 2 weeks ago. Did increase my SFL this week after earnings. Also about time GLOP did something. I was getting tired of the constant red.

  • in Yemen. Stated as the reason for the big oil spike the past 2 days.

  • bobdbeck by bobdbeck 2 hours 47 minutes ago Flag

    26% since 8/5. 1222 to 905.

  • Reply to

    CHECKING OUT PSEC'S EARNINGS...!

    by staggman99 Aug 26, 2015 6:02 PM
    bobdbeck bobdbeck 21 hours ago Flag

    sarge, VZ would have been outstanding if gotten at the open on monday. It gapped down 17% before bouncing back on the early flash crash. Still a great buy here as it's gotten back most of the recent drop.

  • Reply to

    OT: Fill Me In

    by dividendhunter 22 hours ago
    bobdbeck bobdbeck 21 hours ago Flag

    Nope, very quiet here DH. You missed nothing.

  • Reply to

    CHECKING OUT PSEC'S EARNINGS...!

    by staggman99 Aug 26, 2015 6:02 PM
    bobdbeck bobdbeck Aug 27, 2015 11:50 AM Flag

    rb, mREITs like WMC will surely take a momentary dive when the FED raises rates. I'm holding off till then to buy back into some mREITS. I sold my WMC a few months back and will re buy it at that time. JMHO.

  • Reply to

    OT MPC

    by jerseyvinny2 Aug 27, 2015 7:43 AM
    bobdbeck bobdbeck Aug 27, 2015 9:50 AM Flag

    BP refinery in midwest is back online and cranking. Gas has fallen about .17 cents this past week in the midwest

  • Reply to

    WEDNESDAY AFTER HOURS TRADE

    by fullerdj Aug 27, 2015 8:50 AM
    bobdbeck bobdbeck Aug 27, 2015 9:48 AM Flag

    I almost always take after hours trades as MM's clearing their books for the day. Unless pertinent news is released late in the day or after market closing, after hours volume means little.

  • Reply to

    Should see 16.50 soon

    by jkprice Aug 26, 2015 12:09 PM
    bobdbeck bobdbeck Aug 26, 2015 4:48 PM Flag

    I'll be the anti-jk. I bought some more SFL early this afternoon which means if past history is any panacea you KNOW the stock will go down.

  • Reply to

    Great earnings - EPS $0.73; Div - $0.44

    by money_ln_bank Aug 26, 2015 8:44 AM
    bobdbeck bobdbeck Aug 26, 2015 10:40 AM Flag

    I agree with the sentiment holding it back a bit but it's attachment to the SDRL fiasco also makes investors wary of the company. Note this morning RIG announced they were putting a dividend suspension on the table for shareholders to vote on. No 3rd or 4thQ divvys if approved.

  • U.S. Navy destroyer stops four Mexicans rowing towards Texas . The Captain gets on the loud speaker and shouts, "Ahoy, small craft. Where are you headed?"


    One of the Mexicans puts down his oar, stands up, and shouts, "Gringo ,we are invading the United States of America to reclaim the territory taken by the USA during the 1800's."


    The entire crew on the destroyer doubles over in laughter.


    When the Captain finally catches his breath, he gets back on the loud speaker and asks, "Just the four of you?"


    The same Mexican stands up again and shouts, "No, we're the last four. The other 12 million are already there."

  • bobdbeck by bobdbeck Aug 25, 2015 8:35 AM Flag

    upgraded by Raymond James from OUTPERFORM to STRONG BUY. $32 p/t. JFYI.

  • Upgrades this morning to OUTPERFORM from Bernstein, KBW and Baird, also upgraded to NEUTRAL by Macquerie. JFYI

  • bobdbeck by bobdbeck Aug 22, 2015 8:00 AM Flag

    under 1000 @994.

  • Reply to

    How ya doing?

    by jkprice Aug 15, 2015 1:29 AM
    bobdbeck bobdbeck Aug 21, 2015 9:43 AM Flag

    ed: This from the MLP IV board this morning, re: overseas shipping:

    The global dry bulk freight market, crippled by oversupply but seeing signs of renewed activity, is expected to take at least a year to hit the road to recovery, according to the latest Platts survey of shipping market participants.

    This inaugural Platts Dry Bulk Market Survey was conducted in July and involved more than 100 dry bulk market participants, with respondents including shipowners, ship-operators, charterers, shipbrokers and analysts. Those polled represented all dry bulk segments across the Capesize, Panamax, Supramax and Handysize markets.
    Some 89% of respondents felt the dry bulk freight market will need a minimum of one year to recover, while 54% of the industry players questioned were not expecting any positive changes for at least three more years.
    "Despite some signs of life in dry freight rates over the past few weeks, the results of our survey indicated that most market players do not believe in a sustained upturn any time soon," said Peter Norfolk, Platts editorial director for global shipping & freight. "While demand-side developments, particularly in China, remain of key importance to this sector, the overriding concern remains the oversupply of vessels."
    Among participants occupying various roles, shipowners were more pessimistic than charterers. While 73% of shipowners said the market would need 3-5 years to recover, 41% of charterers felt the turnaround would happen in less than two years. However, both camps were unanimous that freight rates will not be shooting up within the next 12 months.
    Shipping professionals continue to see tonnage oversupply as the main reason for the current depressed state of the dry bulk freight market, with more than half of those polled citing this as the key issue hampering the sector. Despite reasonable growth in demand across the key commodities, it remains outstripped by the availability of dry bulk vessels around the globe.
    With the oversupply of tonnage being identified as the main factor behind the bearish dry bulk market, it comes as little surprise that tonnage recycling was seen by respondents as the primary driver for its recovery. As many as 39% of respondents placed their hopes on scrapping.
    As for the differences across the vessel classes, some 41% of respondents believed that all of the dry bulk market segments are contributing to its overall failing health. Though if there was a spider in the web, it would probably be identified as the Capesize market, 33% of respondents said.
    Eco-ships have been considered the darlings of the dry bulk market for a while now. However, as survey results showed, not everyone shared the opinion that eco-vessels have any noteworthy influence on the general state of affairs.
    The benefits accruing from eco-efficient vessels on freight rates seem to be marginal with 43% of respondents saying these ships have no significant impact at the moment. This in part can be attributed to the currently low bunker prices that limit the fuel savings that modern tonnage gives. On the other hand, 54% of respondents felt that lower bunker prices are beneficial to both charterers and shipowners.

  • Reply to

    Yawn...back from the shore.....more losses

    by rbgambler99 Aug 20, 2015 3:06 PM
    bobdbeck bobdbeck Aug 20, 2015 5:17 PM Flag

    BDI is down over 20% since it's recent high on 8/5 of 1222. I'm sure that hasn't been helping the shippers either.

  • Reply to

    How ya doing?

    by jkprice Aug 15, 2015 1:29 AM
    bobdbeck bobdbeck Aug 20, 2015 11:34 AM Flag

    ed: I dumped my NMM early this morning at $8.40. Whew. Also dumped the last of my LNCO.

  • Reply to

    SFL down today!

    by respectful321 Aug 19, 2015 12:01 PM
    bobdbeck bobdbeck Aug 19, 2015 6:34 PM Flag

    Yeah, John Fredriksen. They only list his yearly dividends from SDRL (as of 5/14) of $400 MILLION per year. That's only one of his companies. So he's had $400 million less income in the past 6 months (not including what he was pullling in from NADL). Anyone want to throw him a fundraiser??? LOL

    This fact, in addition to his heavy ownership stakes in the companies he's founded (he owns 21% of Seadrill, which pays him $400 million/year in dividends), is why Fredriksen companies are famous for having some of the highest yields on the market.

    Seadrill Limited: 11.2%
    North Atlantic Drilling: 10.6%
    Ship Finance International: 9.1%
    Seadrill Partners: 6.7%
    Golar LNG Partners: 6.7%
    Marine Harvest: 6.1%
    Frontline 2012: 5.8% (based on recently announced merger with Knightsbridge Tankers, who recently raised its dividend and is guiding for long-term dividend growth)
    Golar LNG: 4%

  • Reply to

    OT. Started a position in PAYX

    by jerseyvinny2 Aug 18, 2015 2:39 PM
    bobdbeck bobdbeck Aug 19, 2015 10:03 AM Flag

    Kee; Take a look at ED. Dividend aristocrat having raised it's dividend every year since 1974, yields just under 4%, has already switched it's major coal power plants to NG. As stated before, my best investment EVER.

  • Reply to

    How ya doing?

    by jkprice Aug 15, 2015 1:29 AM
    bobdbeck bobdbeck Aug 15, 2015 9:43 AM Flag

    Vin, and let's not forget the shipping companies.

NATDF
0.870.00(0.00%)Aug 27 9:47 AMEDT