https://www.globenewswire.com/news-release/2…ne-30-2021.html
Evo i dije. Reklo bi se srednja zalost
Isprskalo diju, ne oprasta se na nasdaqu ni 2 centa manji eps 
DRY BULK
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https://www.globenewswire.com/news-release/2…ne-30-2021.html
Evo i dije. Reklo bi se srednja zalost
Reklo bi se bas lose, sva nelogicnost marketa se vidila nedavno kad je DSX rastao, a SB padao, a za SB sam ocekivao polugodisnja dobit 0,45$ po dionici sta su i ostvarili, a DSX s obzirom na dosta dugorocnih ugovora i dosta losije potpisanih ni priblizno tako dobar rezultat ja se s njim nisam ni zamarao racunat sta ocekivat kad sam vidio kako su ugovoreni, a oni se totalno drugacije ponasali od SB skroz nelogicno, znaci imaju na polugodistu minus 0,02$ po dionici i ostvareni TCE u 2Q od 13 477$ bas lose po meni niti srednja zalost.
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DSX je imao katastrofa Report. Igrali su presigurno i predugorocno sto ih je opalilo po nosu. Trenutno. No vjerujem da će u duljem roku i oni loviti značajno vece vozarine i profite. Ako ovaj oporavak dovoljno dugo potraje.
Mislim, vjerojatno nisu nedavno bezveze pokrenuli share buyback, da bi bili glineni golub. Oni ipak znaju najbolje kako se priča “dalje razvija”.
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Ja ne pratim toliko detaljno USA brodare da bi mogao davati guidnace. I opcenito ne bih stock-pickao taj sektor preko bare nego bih kupovao uđuture (od svega pomalo) osim možda ne bih NM (zbog svinjarija Uprave). A i ja sam laik za bulk brodarstvo.
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Nisam stigao sve popratit iako sam htio neke obveze su me bile stisle zadnjih 2 mjeseca, sad sam kratko bacio oko cini mi se da bi mogao imat dobar report vecina toga mu je na voyagu 23 broda, a 15 na TC koliko vidim, a i ti TC su na ok vozarinama
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Ja ne pratim toliko detaljno USA brodare da bi mogao davati guidnace. I opcenito ne bih stock-pickao taj sektor preko bare nego bih kupovao uđuture (od svega pomalo) osim možda ne bih NM (zbog svinjarija Uprave). A i ja sam laik za bulk brodarstvo.
Pretpostavljam da ste mislili na NMM, ovaj zadnji M dosta mijenja na stvari
Mislio sam da se prati kad vec imamo komentare na dijanu. Gnk mi je pick a dsx nije pa idemo vidjeti kakve sam srece sutra.
Btw...laik ste vec desetljecima,ne znate izracunati p/e i neznam zasto vas uopce ista pitam
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Ne mislio sam bas na NM jer je on pureplay bulker: https://finviz.com/quote.ashx?t=NM
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Mislim da se da lako izracunat iz ovoga ako ti je pick javi sta ocekujes
The following tables set forth information about the current employment of the vessels in our fleet as of May 4, 2021:
Capesize Vessels
Genco Augustus
2007
June 2021
Voyage
Genco Tiberius
2007
June 2021
Voyage
Genco London
2007
June 2021
$11,600
Genco Titus
2007
May 2021
Voyage
Genco Constantine
2008
May 2021
Voyage
Genco Hadrian
2008
May 2021
Voyage
Genco Commodus
2009
June 2021
Voyage
Genco Maximus
2009
May 2021
Voyage
Genco Claudius
2010
May 2021
Voyage
Genco Tiger
2011
May 2021
Voyage
Baltic Lion
2012
May 2021
Voyage
Baltic Bear
2010
May 2021
Voyage
Baltic Wolf
2010
May 2021
Voyage
Genco Resolute
2015
May 2021
Voyage
Genco Endeavour
2015
June 2021
Voyage
Genco Defender
2016
May 2021
Voyage
Genco Liberty
2016
February 2022
$31,000
Ultramax Vessels
Baltic Hornet
2014
June 2021
$13,250
Baltic Wasp
2015
May 2021
$20,000
Baltic Scorpion
2015
May 2021
Voyage
Baltic Mantis
2015
May 2021
Voyage
34
Genco Weatherly
2014
May 2021
Voyage
Genco Columbia
2016
June 2021
Voyage
Genco Magic
2014
October 2021
$25,000
Genco Vigilant
2015
June 2021
$10,000
Genco Freedom
2015
June 2021
Voyage
Supramax Vessels
Genco Predator
2005
July 2021
Voyage
Genco Warrior
2005
July 2021
$23,625
Genco Hunter
2007
June 2021
Voyage
Genco Lorraine
2009
June 2021
$15,000
Genco Aquitaine
2009
May 2021
$25,000
Genco Ardennes
2009
June 2021
Voyage
Genco Auvergne
2009
June 2021
$8,400
Genco Bourgogne
2010
May 2021
Voyage
Genco Brittany
2010
May 2021
$14,500
Genco Languedoc
2010
May 2021
$14,000
Genco Picardy
2005
May 2021
$21,500
Genco Provence
2004
May 2021
Voyage
Genco Pyrenees
2010
October 2021
$23,000
Genco Rhone
2011
June 2021
$26,250
(1) The charter expiration dates presented represent the earliest dates that our charters may be terminated in the ordinary course. Under the terms of certain contracts, the charterer is entitled to extend the time charter from two to four months in order to complete the vessel's final voyage plus any time the vessel has been off-hire. (2) Time charter rates presented are the gross daily charterhire rates before third-party brokerage commission generally ranging from 1.25% to 6.25%. In a time charter, the charterer is responsible for voyage expenses such as bunkers, port expenses, agents’ fees and canal dues. -
Ne mislio sam bas na NM jer je on pureplay bulker: https://finviz.com/quote.ashx?t=NM
NM? Mirno im more ali dalje od mene.
Vidjet cemo sutra kako gnk dise, na kraju krajeva i market odma da svoj komentar
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Mislim da se da lako izracunat iz ovoga ako ti je pick javi sta ocekujes
The following tables set forth information about the current employment of the vessels in our fleet as of May 4, 2021:
Capesize Vessels
Genco Augustus
2007
June 2021
Voyage
Genco Tiberius
2007
June 2021
Voyage
Genco London
2007
June 2021
$11,600
Genco Titus
2007
May 2021
Voyage
Genco Constantine
2008
May 2021
Voyage
Genco Hadrian
2008
May 2021
Voyage
Genco Commodus
2009
June 2021
Voyage
Genco Maximus
2009
May 2021
Voyage
Genco Claudius
2010
May 2021
Voyage
Genco Tiger
2011
May 2021
Voyage
Baltic Lion
2012
May 2021
Voyage
Baltic Bear
2010
May 2021
Voyage
Baltic Wolf
2010
May 2021
Voyage
Genco Resolute
2015
May 2021
Voyage
Genco Endeavour
2015
June 2021
Voyage
Genco Defender
2016
May 2021
Voyage
Genco Liberty
2016
February 2022
$31,000
Ultramax Vessels
Baltic Hornet
2014
June 2021
$13,250
Baltic Wasp
2015
May 2021
$20,000
Baltic Scorpion
2015
May 2021
Voyage
Baltic Mantis
2015
May 2021
Voyage
34
Genco Weatherly
2014
May 2021
Voyage
Genco Columbia
2016
June 2021
Voyage
Genco Magic
2014
October 2021
$25,000
Genco Vigilant
2015
June 2021
$10,000
Genco Freedom
2015
June 2021
Voyage
Supramax Vessels
Genco Predator
2005
July 2021
Voyage
Genco Warrior
2005
July 2021
$23,625
Genco Hunter
2007
June 2021
Voyage
Genco Lorraine
2009
June 2021
$15,000
Genco Aquitaine
2009
May 2021
$25,000
Genco Ardennes
2009
June 2021
Voyage
Genco Auvergne
2009
June 2021
$8,400
Genco Bourgogne
2010
May 2021
Voyage
Genco Brittany
2010
May 2021
$14,500
Genco Languedoc
2010
May 2021
$14,000
Genco Picardy
2005
May 2021
$21,500
Genco Provence
2004
May 2021
Voyage
Genco Pyrenees
2010
October 2021
$23,000
Genco Rhone
2011
June 2021
$26,250
(1) The charter expiration dates presented represent the earliest dates that our charters may be terminated in the ordinary course. Under the terms of certain contracts, the charterer is entitled to extend the time charter from two to four months in order to complete the vessel's final voyage plus any time the vessel has been off-hire. (2) Time charter rates presented are the gross daily charterhire rates before third-party brokerage commission generally ranging from 1.25% to 6.25%. In a time charter, the charterer is responsible for voyage expenses such as bunkers, port expenses, agents’ fees and canal dues. - Our average daily fleet-wide time charter equivalent, or TCE1, for Q1 2021 was $12,197
- We estimate our TCE to date for Q2 2021 to be $20,653 for 74% owned fleet available days, based on current fixtures
Estimacija iz q1 reporta i neka bude ovako, skromno
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Vrijednost brodova nastavlja rast .......... https://www.hellenicshippingnews.com/wp-content/upl…_01_08_2021.pdf
The content cannot be displayed because you do not have authorisation to view this content. -
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Futuresi za capove za 9.mjesec upravo probili 40 000 usd....
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Seafarers waiting for Godot - Splash247Steven Jones, the compiler of the Seafarers Happiness Index, on the realities of staying at sea for so long. People are inherently good at rising to meet…splash247.comMozda off topic ali nije lose malo procitati i o morskim ljudima i njihovim problemima. Onima koji stoje iza svih tih brodova i rade posao kojeg mi na kraju citamo kroz bdi, bpi... p/e i cijene dionica.
Kljucno je ovo na kraju:
We all believe that seafarers are key workers and essential, but we need to start treating them so. Patience at sea is running out.
Mislim da nas dosta ovdje ima oceve, sinove, bracu na tim zeljeznim cudovistima i neka se bar zna da i dalje imaju problema bez obzira na bolje zarade njihovih poslodavaca.
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BCI +1,3% 35 675
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BCI 5 T/C routes 180000 35675 459
BPI 5 T/C routes 82500 30222 456
BSI 10 T/C routes 58328 32817 158
BHSI 7 T/C routes 38200 31739 -71
BDI INDEX 3318 +37
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BCTI 505
MR 6935$
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China Doubles Down On Coal Despite Global Push To Go Green | ZeroHedge
Malo štiva za produzeni vikend...
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Genco:
We recorded net income of $32.0 million for the second quarter of 2021
Basic and diluted earnings per share of $0.76 and $0.75, respectively
Represents our highest quarterly earnings per share result since 2010
Voyage revenues totaled $121.0 million and net revenue1 (voyage revenues minus voyage expenses and charter hire expenses) totaled $76.0 million during Q2 2021
Our average daily fleet-wide time charter equivalent, or TCE1, for Q2 2021 was $21,137, marking our highest quarterly TCE since Q4 2010
We estimate our TCE to date for Q3 2021 to be $27,599 for 71% owned fleet available days, based on current fixtures
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