No. of Recommendations: 2
- Ack! AMRS continues to power ahead- already up more than 20% in 2013. Had a chance to delve
more into the company. Seems like the company had an ethanol line of business that the
company sold off last year. My original attraction to AMRS was the insider participation in
the latest share offering, combined with the production ramp-up. So, I've decided on my initial
range 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 TNP
overtook NNA as 2nd largest tanker position in the port. I wish I had more visibility into
the 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 bulk
flavor just like the predecessor, FRO. The vessels don't deliver right away. Is the second
VLCC newbuild cancellation a good thing for FRO? I really wish I had more clarity on the
FRNT Balance Sheet notes i.e. are the deposit refunds capital that makes its way back to
FRO? 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 charter
back 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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