- Ack! AMRS continues to power ahead- already up more than 20% in 2013. Had a chance to delvemore into the company. Seems like the company had an ethanol line of business that thecompany sold off last year. My original attraction to AMRS was the insider participation inthe latest share offering, combined with the production ramp-up. So, I've decided on my initialrange as $3 - $3.30, or about 10% more than the $2.98/sh offering. Need to see the actual revenue numbers for Biofene to adjust that starting price.- Well, at least some of my stuff e.g. TNP & PGP is behaving well in 2013. I think TNPovertook NNA as 2nd largest tanker position in the port. I wish I had more visibility intothe loan issue. If the issue gets resolved promptly, it could provide a boost.- That news item wrt FRNT & Cape vessels seems like a natural JF move- give FRNT a dry bulkflavor just like the predecessor, FRO. The vessels don't deliver right away. Is the secondVLCC newbuild cancellation a good thing for FRO? I really wish I had more clarity on theFRNT Balance Sheet notes i.e. are the deposit refunds capital that makes its way back toFRO? It doesn't have to be cash. It could be additional equity in FRNT. That too would work for me.- The latest news item from CPLP is quite interesting. Two containerships with charterback deals, from Maersk. Plus, two newer VLCCs head to CMTC (or will it eventually be Maersk?)CPLP now has a SFL feel to it- tankers, chemical, dry bulk, and now containerships.
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