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Author Topic: NM
invester
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Company Background
Navios Maritime Holdings Inc. is a global, vertically integrated seaborne shipping and logistics company focused on the transport and transshipment of drybulk commodities, including iron ore, coal and grain. During the year ended December 31, 2007, Navios Holdings’ core fleet (excluding Horamar), the average age of which is approximately 4.3 years, consisted of a total of 62 vessels, aggregating approximately six million deadweight tons (dwt). Navios Holdings owns 10 modern Ultra Handymax (50,000-55,000 dwt), five Panamax (70,000-83,000 dwt), one Capesize (over 100,000 dwt) and one Handysize (10,000-30,000 dwt) Product tanker vessels. It also time charters in and operates a fleet of five Ultra-Handymax, five Handysize, 11 Panamax, seven Kamsarmax and nine Capesize vessels under long-term time charters, 17 of which are in operation, with the remaining 20 scheduled for delivery on various dates up to January 2013.

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invester
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Navios has revenues of over $300 million and the stock trades at a mere $250 million market cap. Not just that, but they are actually the largest Drybulk shipper with over 70 vessels to date. The Baltic index bounced and is now soaring. This may be the cheapest stock, in one of the best sectors I've seen in a while.
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invester
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UP 11% today
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invester
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$2.54
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invester
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Here is the Baltic Dry Index

http://www.dryships.com/index.cfm?get=report

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invester
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She's running $2.60
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invester
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$2.66
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invester
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$2.69
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invester
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NM Now $2.89!!!!!!!!
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invester
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$2.99
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invester
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John Fredriksen of Golden Ocean group just bought 5.2 million shares on NM.


CUSIP NO. 029107823 SCHEDULE 13D

--------------------------------------------------------------------------------
1. NAME OF REPORTING PERSON Golden Ocean Group Limited

S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON

--------------------------------------------------------------------------------
2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) [x]
(b) [ ]

--------------------------------------------------------------------------------
3. SEC USE ONLY

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4. SOURCE OF FUNDS* WC

--------------------------------------------------------------------------------
5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT TO ITEMS 2(d) or 2(e) [ ]

--------------------------------------------------------------------------------
6. CITIZENSHIP OR PLACE OF ORGANIZATION Bermuda

--------------------------------------------------------------------------------
7. SOLE VOTING POWER -0-

NUMBER OF ------------------------------------------------------------
SHARES 8. SHARED VOTING POWER 5,275,145
BENEFICIALLY
OWNED BY EACH -------------------------------------------------------------
PERSON WITH 9. SOLE DISPOSITIVE POWER -0-

-------------------------------------------------------------
10. SHARED DISPOSITIVE POWER 5,275,145

--------------------------------------------------------------------------------
11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 5,275,145

--------------------------------------------------------------------------------
12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES
CERTAIN SHARES [ ]

--------------------------------------------------------------------------------
13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 5.2%

--------------------------------------------------------------------------------
14. TYPE OF REPORTING PERSON CO

--------------------------------------------------------------------------------

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Free Muney
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looking good invester. wish i checked the bb earlier..... good find.

--------------------
Contrarian views always appreciated.... :p

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invester
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quote:
Originally posted by Free Muney:
looking good invester. wish i checked the bb earlier..... good find.

Thanks. The IPO was for $10, now trading at $2.60. This is the largest shipper. They have over 6 million DWT. DRYS only has 4 million DWT. DRYS has 50% less capacity, but it trades at a market cap of 50% more. IMO, both will do very well with the new contracts for Iron ore in China, as well as Europe. The Baltic Index is up 100% from the low set last week.
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invester
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P/E of .9
Forward P/E of 2


This stock should have a P/E of at least 10


Profitability
Gross Margin (TTM) 11.9%
Net Profit Margin (TTM) 23.6%
Operating Margin (TTM) 7.1%
Pretax Margin (TTM) 19.4%

Valuation Financial Strength
P/E excluding extraordinary items (TTM) 0.8x
P/E Normalized (MRFY) 2.2x
P/Sales (TTM) 0.2x
P/Tangible book (MRQ) 0.7x
P/Cash Flow (TTM) 0.6x
Current Ratio (MRQ) 1.63
Quick Ratio (MRQ) 1.63
LT Debt/Equity (MRQ) 0.93
Total Debt/Equity (MRQ) 1.17
Payout Ratio (TTM) 11.84

Management Effectiveness Growth
Return on Assets (TTM) 16.1%
Return on Equity (TTM) 46.0%
Return on Investments (TTM) 20.7%
Sales (5Yr) --
Earnings Per Share (EPS)(TTM) 352.7%
Dividend Growth (5Yr) --

Income Statement Per Share Data
Revenue (MRQ) 371.3M
EBITDA (MRQ) 25.6M
Earnings before taxes (MRQ) 31.8M
Net Income (MRQ) 30.7M
Normalized earnings before taxes (MRQ) 6.9M
Normalized Net Income (MRQ) 30.7M
EPS excluding extraordinary items (TTM) 2.92
EPS Normalized (MRFY) 1.03
Rev per share (TTM) 12.51
BV per share (MRQ) 8.02
Tangible BV per share (MRQ) 3.30
Cash per share (MRQ) 3.54
Cash flow per share (TTM) 3.42
Indicated Annual Dividend (US) 0.36

Short Interest

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invester
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There also storing oil on containers as there is too much supply for delivery. Couple this with China, and you have a higher DB Index.
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invester
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Gapping to $3.10!!!! The Baltic Dry Index is soaring.
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invester
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Took some profits. 175% gain on the option.
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I Like To Win, But No.
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Where Do You Think This is Going To Be Long Term?
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invester
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quote:
Originally posted by I Like To Win, But No.:
Where Do You Think This is Going To Be Long Term?

$15 within 6 months
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invester
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Now $4
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invester
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WOW!!!!!! I just noticed this.They are trading at there CASH VALUE!!!! Cash value $3.54


Per Share Data
Revenue (MRQ) 371.3M
EBITDA (MRQ) 25.6M
Earnings before taxes (MRQ) 31.8M
Net Income (MRQ) 30.7M
Normalized earnings before taxes (MRQ) 6.9M
Normalized Net Income (MRQ) 30.7M
EPS excluding extraordinary items (TTM) 2.92
EPS Normalized (MRFY) 1.03
Rev per share (TTM) 12.51
BV per share (MRQ) 8.02
Tangible BV per share (MRQ) 3.30
Cash per share (MRQ) 3.54
Cash flow per share (TTM) 3.42
Indicated Annual Dividend (US) 0.36

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invester
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One other thing, there boats are already leased 74% in 2009 and 54% in 2010. All at MUCH higher BDI prices. $30,000 per day and up.
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Shego
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I like this stock. Looks like it might drop a bit in the next few trading days, if it does Ill snag it
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invester
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Stock trades at its cash value, thus a major takeover target. I wouldn't wait to long. They have over $2 billion in assets as well. 10% dividend. This could be as much as 1000% higher just for the cash and assets, not to mention the business that’s yielding almost 300% growth.
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invester
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Looks like the mid $5's to $6 on the next rise.
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invester
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$3.29 should hit $5 or so on the next leg.
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invester
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Up 11%
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invester
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Hedge fund redemption and tax loss selling should be done in the market. We should see a hard bounce over January with a slight retrace following in February.
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invester
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$3.49
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invester
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$3.51
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invester
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$3.62 close gapped bid at $3.70
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invester
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$3.94
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Slimpickens
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Nice find so far invester, I'm in at 3.15 since Dec. 31.

--------------------
Slim

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invester
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quote:
Originally posted by Slimpickens:
Nice find so far invester, I'm in at 3.15 since Dec. 31.

You'll see $10-$15 shortly. DBI is on its way back up. With China, Europe, India and the USA expanding with infrastructure stimulus, Iron Ore along with all commodities will rocket. Couple that with a weak dollar and you have a big time winner. Oh ya, and its trading at its cash value. Unbelievable play.


http://www.dryships.com/pages/report.asp

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invester
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$4.00
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