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Non-Tech : Hvide Marine HMAR - High Growth, Undervalued -- Ignore unavailable to you. Want to Upgrade?

To: Greg Jung who wrote (334)3/30/1998 9:30:00 PM
From: William Nelson  Read Replies (2) | Respond to of 547
 
Re: the private co. with lots of boats

This seems hard to square with hmar's high peak in Sept., and
the fact that it (and tmar) basically tracked with the rest of
oil. If there was a special nasty in this sector you'd expect
distinctive behavior.



To: Greg Jung who wrote (334)3/30/1998 10:35:00 PM
From: Grommit  Respond to of 547
 
boat supply & demand has been discussed.

the private company is Edison Chouest Offshore - mentioned here:
Message 3305644

and mentioned in the last HMAR CC - but I did not know how to spell the name and typed it as "Schwest(?)":
Message 3293100

Mr. Hvide shruggs off the risk of over supply of boats. He has been right so far.


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