Koliko vidim to je tu negdje oko AVG Price, čak malo iznad AVG Price za Supramax te veličine (56 000t) i starosti (9g)
Ok za prosjek, no cijene su zadnjih mjesec dana bitno veče za takve brodove.....nije se brod prodavao prije 6 mjeseci nego danas.......bit će da gigicevo objašnjenje drži vodu......
Pa nije dosao na aukciju jer je sve stimalo s vlasnikom, a na kraju posljedicno s brodom jedno i drugo je povezano
Koliko vidim to je tu negdje oko AVG Price, čak malo iznad AVG Price za Supramax te veličine (56 000t) i starosti (9g)
Ok za prosjek, no cijene su zadnjih mjesec dana bitno veče za takve brodove.....nije se brod prodavao prije 6 mjeseci nego danas.......bit će da gigicevo objašnjenje drži vodu......
Da, vjerojatno...PANL je isto kupio 12g stari Panamax ovih dana, pročitao sam u Q3 reportu.
U biti, u dosta stvari bi se ATPL mogla ugledati na njih, jer koliko vidim dosta dobro upravljaju imovinom
(prosjek vozarina za Q3 oko 29 000$), a isto mala firma, cca 50-tak ljudi + pomorci. Bar mi se
čini da dobro rade (nisam stručnjak za brodove), a čini mi se podcijenjena dionica van fokusa
velikih investitora sa forward P/E malo iznad 3.
Navodno je ovo vezano za cape optimizam kod vikinga i u premarketu:
Brodovi imaju “tehničke”preglede”.Svakih 5 godina se radi klasa,što je brod stariji vise se tog pregledava,duže se stoji u škveru,veći su troskovi...
Npr. Pri pregledu osovina se ustanovi da su neispravne eto ti problem.Naruči,dopremi nove...brod 9 godina starosti je rizičnije kupovati od broda starosti 10 godina sa već odradenom klasom...
3.Carrying out of the class surveys and issuing of the certificates
Class entry surveys IACS PR1A
Notwithstanding the records indicating that all surveys are up-to-date, a class entry survey, the minimum extent of which is to be based on the age of the vessel and the losing Society’s class status as follows:
1. Hull Class Entry Survey:
i) for vessels of age less than 5 years the survey is to take the form of an Annual Survey;
ii) for vessels between 5 and 10 years of age the survey is to include an Annual Survey and inspection of a representative number of ballast spaces;
iii) for vessels of 10 years of age and above but less than 20 years of age, the survey is to include an Annual Survey and inspection of a representative number of ballast spaces and cargo spaces. For gas carriers, in lieu of internal inspection of cargo spaces, the following applies:
- Inspection of representative spaces surrounding cargo tanks, including external inspection of the tank and its supporting systems as far as possible;
- Review of cargo log books and operational records to verify the correct functioning of the cargo containment system.
iv) for vessels subject to UR Z10.1, Z10.2, Z10.3, Z10.4 or Z10.5 which are 15 years of age and above but less than 20 years of age, the survey is to have the scope of a Special Survey or an Intermediate Survey, whichever is due next;
v) for all vessels, which are 20 years of age and above, the survey is to have the scope of a Special Survey;
vi) in lieu of the requirements in items i) through v), the following apply for site specific purpose-built Floating Production and/or Storage Vessels:
- for vessels of age less than 5 years, the survey is to have the scope of an Annual Survey;
- for vessels of age between 5 and 10 years, the survey is to include an Annual Survey and inspection of twenty percent of ballast spaces;
- for vessels of age between 10 and 20 years, the survey is to include an Annual Survey and inspection of twenty percent of ballast spaces and twenty percent of cargo spaces.
- for vessels over 20 years of age, the survey is to have the scope of a Special Survey.
vii) for site specific Floating Production and/or Storage Vessels which have been converted from other vessels, the survey is to take the form of an Annual Survey and also include inspection of twenty percent of ballast spaces and twenty percent of cargo spaces until 20 years have elapsed since conversion. After 20 years the survey is to have the scope of a Special Survey.
viii) in the context of applying items iv) and v) above, if a dry-docking of the vessel is not due at the time of transfer, consideration can be given to carrying out an underwater examination in lieu of dry-docking.
ix) in the context of applying items iv) and v), as applicable, the anchors and anchor chain cables ranging and gauging for vessels over 15 years of age is not required to be carried out as part of the class entry survey unless the class entry survey is being credited as a periodical survey for maintenance of class. If the class entry survey is to be credited as a periodical survey for maintenance of class, consideration may be given by CRS to the acceptance of the anchors and anchor chain cables ranging and gauging carried out by the losing society provided they were carried out within the applicable survey window of the periodical survey in question.
x) in the context of applying items i) to viii) above, as applicable,
- if the class entry survey is to be credited as a periodical survey for maintenance of class consideration may be given by CRS to the acceptance of thickness measurements taken by the losing society provided they were carried out within the applicable survey window of the periodical survey in question.
- if the class entry survey is not to be credited as a periodical survey for maintenance of class, consideration may be given by CRS to the acceptance of thickness measurements taken by the losing society provided they were carried out within 15 months prior to completion of class entry survey when it is in the scope of a Special Survey, within 18 months prior to completion of class entry survey when it is in the scope of an Intermediate Survey.
In both cases, the thickness measurements are to be reviewed by CRS for compliance with the applicable survey requirements, and confirmatory gauging are to be taken to the satisfaction of CRS.
xi) In the context of applying iii) to viii) above, as applicable, tank testing for vessels over 15 years of age is not required to be carried out as part of the class entry survey unless the class entry survey is being credited as a periodical survey for maintenance of class. If the class entry survey is to be credited as a periodical survey for maintenance of class, consideration may be given by CRS to the acceptance of the tank testing carried out by the losing society provided they were carried out within the applicable survey window of the periodical survey in question.
xii) In the context of applying i) to viii) above, as applicable, compliance with IACS Unified Requirements that require compliance at the forthcoming due periodical surveys (such as S26 and S27) are not required to be carried out/completed as part of the class entry survey unless the class entry survey is credited as a periodical survey for maintenance of class.
2. Machinery Class Entry Survey, a general examination of all essential machinery is to be held and is to include:
i) examination under working conditions of oil fuel burning equipment of boiler, economisers and steam/steam generators. The adjustment of safety valves of this equipment is to be verified by checking the records on the vessel;
ii) all pressure vessels;
iii) insulation resistance, generator circuit breakers, preference tripping relays and generator prime mover governors are to be tested and paralleling and load sharing to be proved;
iv) in all cases, navigating lights and indicators are to be examined and their working and alternative sources of power verified;
v) bilge pumps, emergency fire pumps and remote control for oil valves, oil fuel pumps, lubricating oil pumps and forced draught fans are to be examined under working conditions;
vi) recirculating and ice clearing arrangements, if any;
vii) the main and all auxiliary machinery necessary for operation of the vessel at sea together with essential controls and steering gear is to be tested under working conditions. Alternative means of steering are to be tested. A short sea trial is to be held at CRS’ discretion if the vessel has been laid up for a long period;
viii) initial start arrangements are to be verified;
ix) in the case of oil tankers, the cargo oil system and electrical installation in way of hazardous spaces are to be checked for compliance with CRS Rule requirements. Where intrinsically safe equipment is installed, CRS is to satisfy itself that a recognised authority has approved such equipment. The safety devices, alarms and essential instruments of the inert gas system are to be verified and the plant generally examined to ensure that it does not constitute a hazard to the vessel.
Class entry surveys IACS PR1D
A class entry survey is to be held, the minimum extent of which is to be based on the age and type of the vessel as follows:
1. Special survey of hull and machinery including thickness measurements
2. Dry docking survey
3. Tailshaft survey(s)
4. Boiler survey(s) and pressure vessel survey(s)
CRS may request further examinations, tests and measurements, including but not limited to material testing, non-destructive testing, hydraulic and hydrostatic tests and sea trial.
Where the vessel has, during any portion of the five years prior to the request for classification being received, been previously classed by CRS or IACS member class society then survey requirements may be specially considered but are not to be less than those required above for PR1A.
Ok za prosjek, no cijene su zadnjih mjesec dana bitno veče za takve brodove.....nije se brod prodavao prije 6 mjeseci nego danas.......bit će da gigicevo objašnjenje drži vodu......
Pa nije dosao na aukciju jer je sve stimalo s vlasnikom, a na kraju posljedicno s brodom jedno i drugo je povezano
Sve treba uzeti sa zrnom soli, a za primjer evo komparativne transakcije, obrati pažnju ... .
Izgleda da nam je Joakim umjesto Gogl rakete jučer pobrao torpedo danas.......
Joakim je danas prodao GOGL.
nakon jučer, danas je mogao prodati sa 8,44% plusa, ima tu još dosta lufta za ++ ako se počinju zatvarati short pozicije, iako sve unutar padajućeg klina...vrag odnija prišu, torpeda i rakete 
GOGL Short Ratio 1.13, Target Price 14.11$
DSX Short Ratio 2.16, Target Price 7.43$
How do you read a short ratio?
The short ratio is the number of shares sold short (short interest or bets that the stock will go lower in price) divided by the average daily volume.
The short ratio is the number of shares sold short (short interest or bets that the stock will go lower in price) divided by the average daily volume. This is also sometimes referred to as the 'days to cover' ratio because it tells approximately how many days it will take short-sellers to cover their positions if good news sends the price higher.
The higher the ratio, the longer it would take to buy back the 'sold' (borrowed) shares. And in theory, the more short positions there are to cover, the stronger the short covering rally would be.
Many people who use this indicator like to look for the number of 'days to cover' ..a može to i u tjednima, ako se radi na ZSE 
Display MoreOk za prosjek, no cijene su zadnjih mjesec dana bitno veče za takve brodove.....nije se brod prodavao prije 6 mjeseci nego danas.......bit će da gigicevo objašnjenje drži vodu......
Da, vjerojatno...PANL je isto kupio 12g stari Panamax ovih dana, pročitao sam u Q3 reportu.
U biti, u dosta stvari bi se ATPL mogla ugledati na njih, jer koliko vidim dosta dobro upravljaju imovinom
(prosjek vozarina za Q3 oko 29 000$), a isto mala firma, cca 50-tak ljudi + pomorci. Bar mi se
čini da dobro rade (nisam stručnjak za brodove), a čini mi se podcijenjena dionica van fokusa
velikih investitora sa forward P/E malo iznad 3.
Info: PANL je platio ovaj 12g stari Panamax 19.9 mil $. Ne znam nosivost broda
Our average net TCE earned of $28,770 per day increased over 100% compared to the third quarter of 2020. We report adjusted EBITDA of $33 million and adjusted net income of $21.7 million. We're working very hard to extract the most out of this market and we continue to deploy our assets to serve our clients' cargo needs, and help us drive increased profitability.
While our earned TCE for the third quarter was the highest in many years, the rapidly rising market resulted in no TCE premium for us over the market averages. This is a normal consequence of a rapidly rising market as spot fixtures become old quickly and our contracted cargo tends to lag instead of lead the averages in this kind of market.
Za sada su ostvarene vozarine u Q4 bolje nego u Q3, ali vidjet ćemo kako će biti do kraja godine.
However, our TCE earnings continue to improve heading into the fourth quarter. Through November 8, we performed 2,352 shipping days at an average TCE rate of approximately $32,993 per day. The physical market has softened over the past couple of weeks, but it's still well above rates of a year ago.
During the quarter, we took delivery of our third of four ice class new building vessels, the fourth to be delivered to us later this month. Today, we're pleased to announce the purchase of a 2009-built Panamax for $19.9 million to support our core contract business. The vessel is expected to deliver to us in the first quarter of next year.
Info: PANL je platio ovaj 12g stari Panamax 19.9 mil $. Ne znam nosivost broda
možeš saznati nosivost i detalje (Vessel Information) na https://www.marinetraffic.com/, ako znaš trenutnu rutu ili oznaku/ime broda/godinu izgradnje, etc, npr.
Dobro je biti u tvornici novca.
U ova teska vremena. Nesigurna.
Zanimljivo je to. Kako nesto od cega se bjezalo kao vrag od tamjana postane hedge protiv inflacije, sigurna luka, dobra investicija...
Bit ce zanimljivo kad krene bijeg iz Tesle.
A to se mora desiti. Jer u jednom trenutku rast ce stati, prica prestati obecavati zilione na Marsu i Enkeladu, i sve ce se svesti u realne P/E okvire. A ne u neke napuhane stostruko. Prije ili kasnije prestanes biti startup i postanes staro procitano kljuse. Evo i Musk je krenuo prodavati.
Deseci milijardi casha ce bjezati.
I nagurati bulkere na P/E veci od 10.
Nadam se.
Vikinzi nastavljaju rast...
BCI 5TC 31811 -298
Strong coal demand will likely remain a key driver for global dry freight rates until at least the middle of next year, the lead dry cargo analyst at Braemar ACM Shipbroking said.
“There are so many supply disruptions everywhere, and the key one is China, where production has been [insufficient],” Nick Ristic said on Thursday at a Baltic Exchange commodities forum in Geneva.
As a result of the shortfall in domestic output, Chinese buyers had increasingly been purchasing supply from long-haul destinations, such as Colombia and South Africa, he said.
“This is particularly helping capesize [demand].”
The Baltic Dry Index – a benchmark for the global dry freight market – was assessed last at 2,844 points, more the double the value a year ago, although down from a 13-year high of 5,650 achieved early last month.
The Baltic Capesize Index – which reflects rates for the 110,000-220,000 deadweight tonne segment – was pegged last at 3,872 points, compared with around 1,600 points a year ago.
It hit a multi-year high of 10,485 points in early October.
Ristic also said high gas prices had been a driver for coal demand in Europe in recent months, “which is likely to continue for another six months”.
But he noted wider coal handling was likely to decline over the ensuing years, until at least 2025.
Route Description Size Value ($) Change
BCI 5 T/C routes 180000 31811 -298
BPI 5 T/C routes 82500 26370 -867
BSI 10 T/C routes 58328 24783 +19
BHSI 7 T/C routes 38200 29036 -228
BDI Index 2807 -37
Display MoreRoute Description Size Value ($) Change
BCI 5 T/C routes 180000 31811 -298
BPI 5 T/C routes 82500 26370 -867
BSI 10 T/C routes 58328 24783 +19
BHSI 7 T/C routes 38200 29036 -228
BDI Index 2807 -37
Tilt tilt tilt
Sramežljivi rast BSI-a.
BTW Shanghai Cape je na 34359 (+1480)
Freight futures am update
Capesize down ~1%
Panamax down ~3%
Futuresi okrenuli iz minusa u lipi plus. Volatilna neka vremena. Mogla bi i bara vanka iz crvenog u zeleno.
Na dan 12 Nov 2021...........
Futuresi okrenuli iz minusa u lipi plus. Volatilna neka vremena. Mogla bi i bara vanka iz crvenog u zeleno.
Volatilana da........brodari su trenutno neodlučni kao i bdi i vozarine i futuresi ali neki kratkoročni trend je očit.......čeka se neki jasniji smjer koji će biti određen samim dry bulk tržištem ili događajem izvan njega koji će utjecati i na dry bulk a nešto se pita i gazde (Kinu).......opčenito je ludo vrijeme, tržišta vani su precijenjena i svi se u tome slažu ali kakve god vijesti došle ništa im za sada (naizgled) ne može naštetiti........čekamo, promatramo, procijenjujemo, reagiramo i prilagođavamo se.......a što se tržišta vani opčenito tiće svi znamo kako ovakva precijenjenost tržišta završava, samo ne znamo kad.........coini i glavni indexi vani lete"to the moon"..........u svakom trenutku se može reći da je vrlo izazovno razdolje pred dry bulkom ali nakon svega u proteklih godinu dana bit će vjerovatno još izazovnije......uz kinu koja je ključ dry bulka, u sljedečih godinu dana događat če se sigurno i druge promjene vezane uz rast gospodarstava, fed, stimulanse, inflaciju, kamate, rast flote u odnosu na ponudu i potražnju u dry bulku te več poznate promjene koje čekaju dry bulk ali još ne znamo točno njihov utjecaj i ostale popratne događaje o kojima sad ni ne razmišljamo niti ih znamo......
