This is what things looked like just four weeks ago. It has been very rare within the last 2-3 years to see traffic this light in any month.                                                                                                                                          

Quote from jasko

Dry bulk’s year to date

Rates for Capesizes — bulkers with capacity of around 180,000 deadweight tons (DWT) — briefly shot up to 10-year highs in January. Since then, smaller bulker classes have outperformed. Clarksons reported Friday that Supramaxes (45,000- to 60,000-DWT bulkers) were earning an average of $22,600 per day. That’s the highest rate for Supramaxes since 2010.

According to Clarksons Platou Securities analyst Frode Mørkedal, “Dry bulk equities are the best-performing sector year-to-date, up 58% on average, and are pricing in 1.09 times NAV on average. Investors should not look too closely at the dry bulk NAVs, however, as vessel values are significantly lagging time-charter rates, which are at a 10-year high. Based on vessel values seen in prior periods when freight rates were at the same level, dry bulk NAVs could roughly double.”

Since Jan. 1, shares of Seanergy (NASDAQ: SHIP) are up 133%, Safe Bulkers (NYSE: SB) 120%, Eagle Bulk (NASDAQ: EGLE) 106%, Star Bulk (NASDAQ: SBLK) 81%, Genco (NYSE: GNK) 58% and Golden Ocean (NASDAQ: GOGL) 41%. https://www.freightwaves.com/news/full-stea…shipping-stocks

Tko je ovdje uložio, obogatio se. Na ZSE brodarima to je (trenutno) san.

Vidim ga +30% gore, na 2600.Moja prognoza.

Cleaves ga vidi na 1575 EoY pa tko sam ja da kazem drugacije

Prosjek je bitan.

Dosad je negdje oko 1600-1700, ako se ne varam, sto je vrlo dobro.

A ocekujemo i bolje.

Quick Comment: Positive Revision of Dry Bulk Asset Prices & TP

https://5f38c3be-c80e-4113-8699-341bc56851e6.usrfiles.com/ugd/5f38c3_e5a…8d8fec52a6a.pdf

As we highlighted in our Dry Bulk Shipping Webinar 16 February, the relationship between 1y TCs and asset values is statistical significant and could at mid-February levels support asset prices 18-29% higher. With the recent surge in 1y TCs, the similar range vs mid-February would be 20-53%.

Quote from migra

dali krivo gledam,percipiram,logiciram kad se ne zamaram razmišljanjem dali će u 2021 pasti kota 2500,već me kopka dali BDI može srušiti kotu 3000?

kotu 2000 ne spominjem jer to držim gotovom stvari.

gdje vi vidite BDI u 2021?

ne košta ništa a imat ćemo materijala za rezime nekad pa raspalite,ne žalite tinte i papira,tipkovnice....

Vidim kotu 4000                                                                                                                                                                            

Shipping Weekly 11/2021 https://fda195ed-9571-42ec-b092-d42af79f832c.usrfiles.com/ugd/fda195_97b…d53d4deceb0.pdf

Pmax

Apr. 21500

May 21000

Q2... 20650

Smax

Apr. 22000

May 20250

Q2... 20000

I hope you have your spreadsheets ready. NAV and earnings will move fast.                                                                

If asset prices improve into 2021 based on a combination of global economic improvements and some potential commodity inflation, then we could easily see NAV levels rise by 50-100% in many of the core dry bulk names. https://capitallinkshipping.com/dry-bulk-improves-where-to-buy/

Dry Bulk Market & Chinese Steel Prices And Production Continue To Fare Well https://www.breakwaveadvisors.com/insights/2021/…ue-to-fare-well

Baltic Capesize index +2% to $17,054

Apr FFA +10% to $21,750
May FFA +9% to $21,875

Rast se nastavlja...... https://braemarscreen.com/home

Freight futures am update
Capesize up ~9%
Panamax up ~4%