my experience is the exact opposite of Miz. Ted, Stratos, Tom and others have made time for my questions almost every quarter since 2009. they don't stray far from the script and they don't "speculate," but they are always accessible and always willing to spend time with me. pretty extraordinary really.
my understanding is charters redeliver +/- 90 days from date specified in agreement. no point in discussing new charters until delivery date is known and near 30 or so days hence. often pointed out by AF on calls.
NMM has historically had quite a large short position, no matter where in cycle we are. have never understood it because of distribution, but there it its. have asked Ted and one or two others who would be short, but never gotten an answer. not sure if mgt knows.