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DRY BULK

  • migra
  • January 16, 2021 at 10:18 AM
  • alias
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    • March 16, 2021 at 8:26 AM
    • #1,181

    Kad me se povlaci za jezik da se malo prisjetimo sta smo pisali prije 2 mjeseca:

    "Sad kad si ponudio diplomu mozemo razgovarati. Kao prvo, ja sam na ovaj forum dosao prije nekih 4 ili 5 mjeseci i odmah sam ljudima na temi atpl i inozemno trgovanje rekao da se kupi NMM. Tad je bio oko 7 ili 8. Dakle, moglo se zaraditi 100% na mojoj prognozi. To je proslost. E sad, ja kazem da ce NMM cak i nakon tog rasta od 100%, i iako je 10x manje rizican, svejedno narasti vise od atpl-a. Dakle, to je buducnost."

    Nmm je tada iznosio 13. Sada je skoro 25.

    Atpl je iznosila 180 i sad je 180.

    da li je rast NMM-a od jos 100%

    a) nista posebno

    b) moguce posebno

    c) CnB

    d) dokazi na dokaze na dokaze

    e) gdje je diploma

  • Marielena
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    • March 16, 2021 at 10:24 AM
    • #1,182
    Quote from alias

    Kad me se povlaci za jezik da se malo prisjetimo sta smo pisali prije 2 mjeseca:

    "Sad kad si ponudio diplomu mozemo razgovarati. Kao prvo, ja sam na ovaj forum dosao prije nekih 4 ili 5 mjeseci i odmah sam ljudima na temi atpl i inozemno trgovanje rekao da se kupi NMM. Tad je bio oko 7 ili 8. Dakle, moglo se zaraditi 100% na mojoj prognozi. To je proslost. E sad, ja kazem da ce NMM cak i nakon tog rasta od 100%, i iako je 10x manje rizican, svejedno narasti vise od atpl-a. Dakle, to je buducnost."

    Nmm je tada iznosio 13. Sada je skoro 25.

    Atpl je iznosila 180 i sad je 180.

    da li je rast NMM-a od jos 100%

    a) nista posebno

    b) moguce posebno

    c) CnB

    d) dokazi na dokaze na dokaze

    e) gdje je diploma

    Display More

    Nemam diplomu pa sam kupila Atpl :D

  • jasko
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    • March 16, 2021 at 10:40 AM
    • #1,183

    Kina nastavlja rast https://en.sse.net.cn/indices/fdinew2.jsp

  • jasko
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    • March 16, 2021 at 12:13 PM
    • #1,184

    Baltic Capesize-indeks + 1,3 prosent til 17.274 dollar pr dag

  • jasko
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    • March 16, 2021 at 2:22 PM
    • #1,185

    Baltic Dry Index Rises 1.71% to 2,017 in London
    Capesize +1.29% to $17,274
    Panamax +4.69% to $20,013
    Supramax 58k tons -0.19% to $22,865
    Handysize +0.97% to $21,562

    The content cannot be displayed because you do not have authorisation to view this content.

  • 5. Element
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    • March 16, 2021 at 2:29 PM
    • #1,186

    Svi mali brodovi preko 20k.

    I na spotu i na TC-u. I daljnji rast se najavljuje.

    Atpl radi 600k kuna cistog dnevno. Cca.

    Bolje je jeftino kupovati nego jeftino prodavati.

  • jasko
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    • March 16, 2021 at 2:38 PM
    • #1,187

    Volatility in freight should increase – In 2021, we expect demand growth for dry bulk shipping to total almost 3x
    the growth in net new supply, and although utilization is still well below the record high levels of the 2000s,
    directionally, utilization is heading to new multi-year highs that have the potential to push shipping rates much
    higher. We anticipate volatility to increase this year, and although such a turbulent environment might seem scary
    at times, it is a characteristic for shipping that was in hibernation for most of the past decade but is about to wake
    up and make potential trading returns very attractive subject to prudent risk management, while the lack of
    investment vehicles for investors will at times exaggerate such returns, as it happened in past cycles....... https://static1.squarespace.com/static/5a4d1d2…2021+Report.pdf

  • Marielena
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    • March 16, 2021 at 2:50 PM
    • #1,188

    Sto BDI visi, netko se brze istresa :)

    Luda burza. Ovdje treba obrnuto logicki razmisljati za uspjeh.

  • jasko
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    • March 16, 2021 at 2:54 PM
    • #1,189

    The Baltic Dry Index today surpassed 2,000, the first time since October of last year. Over the last decade, the BDI has been above the 2,000 mark in 84 days, or ~3% of the time.

  • gigic23
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    • March 16, 2021 at 3:37 PM
    • #1,190

    Further Decline in China's Coastal Power Plant Coal Stockpiles


    • The most recent data as of March 14th shows that coal stockpiles at China's six major coastal power plants have fallen to approximately 14.8 million tons. This marks the second straight week of decline and is down by 700,000 tons (-5%) from the start of this month. Prior to these last two weeks, stockpiles had not declined since mid-January. On a year-on-year basis, stockpiles are down by approximately 4.7 million tons (-24%). The stockpiles are now able to meet only 20 days of demand, which marks a level not seen since late January.
  • jasko
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    • March 16, 2021 at 5:30 PM
    • #1,191

    Weekly Vessel Valuations Report

    The content cannot be displayed because you do not have authorisation to view this content.

  • migra
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    • March 16, 2021 at 5:45 PM
    • #1,192

    vidim da su se neki totalno pogubili u beskrajnim promašajima očekivanja za 2021

    i dalje wishfull thinking po starom,kada je i oklada u pitanju

    NMM nije bio predmet oklade kao što se vidi i može pročitati već je to bila ova izjava:


    "...Dakle, jedino ja kazem da ova godina nece biti po nicemu posebna...."


    kompletna prepiska na strani 8 ove teme

    #155

    Quote from migra
    Quote from alias

    Prije nego odgovorim na ovu poruku, želim biti siguran da si spreman CnB ponuditi svoju investitorsku diplomu. Inace sve ovo nema smisla.

    kao i uvijek do sada stojim iza izrečenog,tko se pokaže kao onaj sa pogrešnim očekivanjima

    neće se smatrati diplomiranim investitorom,niti se na to ikad više pozivati u budućnosti.

    "...Dakle, jedino ja kazem da ova godina nece biti po nicemu posebna...."

    ovu tvoju izjavu smatram kao onu koja će biti demantirana kroz prihode,ebitda,dobit.

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

  • jasko
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    • March 16, 2021 at 6:09 PM
    • #1,193

    A 10-year-old Japan-built supramax is up 40% since the start of the year, now priced at about $14m, while a similarly-aged kamsarmax is at $21m from $15m just six weeks ago. https://lloydslist.maritimeintelligence.informa.com/LL1136137/Hot-…econdhand-ships

  • migra
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    • March 16, 2021 at 7:20 PM
    • #1,194
    Quote from jasko

    A 10-year-old Japan-built supramax is up 40% since the start of the year, now priced at about $14m, while a similarly-aged kamsarmax is at $21m from $15m just six weeks ago. https://lloydslist.maritimeintelligence.informa.com/LL1136137/Hot-…econdhand-ships

    a što ćemo sa veeeelikim upitnicima nad mmmetdooooologiiiijom vvvvrednovanja u bilanci =O  ||  =O

    :saint:

    slažem se da će bilanca biti predmet rasprave u budućnosti jer tektonske promjene na bolje su tu.

    tko želi preko svake mjere a nek se sili.

    i danas se trpa po bidu kao da nema sutra,kao da se ne ide u smjeru once in a lifetime opportunity.

    hvala,bilježim se i za dalje....

    8)

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

  • gigic23
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    • March 16, 2021 at 7:55 PM
    • #1,195

    Large Chinese Purchase of US Corn

    • The United States Department of Agriculture (USDA) today reported sales of 1.156 million tons of corn to China (exporters are required to report to the USDA any export sales activity of 100,000 tons or more of any commodity). All of the corn will be shipped during the current grain season which ends on August 31st.
    • While smaller sales to China have continued in recent weeks, this marks the first 100,000 ton+ sale to China reported since January 29th. Going forward, US corn exports remain poised to surge during the next several months. As we highlighted in this week's Weekly Dry Bulk Report, total outstanding US corn sales for the current 2020/21 season ended last week at 31.8 million tons. In comparison, a year ago corn sales for the upcoming season at the time stood at 12.9 million tons. Just based on these two figures alone, US corn sales from now through the end of August have been poised to rise year-on-year by approximately 18.9 million tons. Taking into account the new 1.156 sale to China, this now puts the expected year-on-year corn export surge through the end of August at over 20 million tons.
  • migra
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    • March 16, 2021 at 10:54 PM
    • #1,196

    Baltic Dry Index Rises 1.71% to 2,017
    Capesize +1.29% to $17,274
    Panamax +4.69% to $20,013
    Supramax 58k tons -0.19% to $22,865
    Handysize +0.97% to $21,562

    po jučerašnjoj najavi kota 2000 je pala.

    neki bi rekli "ništa posebno"

    The Baltic Dry Index today surpassed 2,000, the first time since October of last year. Over the last decade, the BDI has been above the 2,000 mark in 84 days, or 3% of the time.

    te razine su dostignute u dijelu sezone koji ostavlja realnu izglednost da je ovo tek početak padanja vrhunaca u 2021koji dugo nisu pali.

    osobno ovo sam čekao na skali desetljeća,na nešto što izgledno upučuje na once in a lifetime....

    za veliku večinu investitora nije dovoljno da bi ...

    navodno ima boljih prilika,mooooožda i ima....

    a doći će dan za rezime i ogledalce :)

    p.s.

    da nebi bilo zabune nije ovo plakanje što je kako je jer nebi mogao danas pošto jesam,izgledno ni ovih dana nebi kako ću...

    mudrost je u životu častiti se i gostiti dok se nudi a ne plakati kad se ne nudi.

    sloboda izbora je zakon

    :saint:


    Quote from migra
    Quote from jasko

    Baltic Dry-indeksen er mandag + 1,2 prosent til 1.983 poeng, ifølge The Baltic Exchange.

    • Capesize + 1,9 prosent til 17.054 dollar pr. dag.
    • Panamax + 1,5 prosent til 19.116 dollar pr. dag.
    • Handysize + 1,1 prosent til 21.354 dollar pr. dag.
    • Supramax + 0,3 prosent til 22.909 dollar pr. dag.

    braća po bratski.svi složno,sinergijski....

    kota 2000 je kapitulirala

    idemo dalje,da vidimo do kojih visina će se to zavrtiti

    capesize imaaaaaa prostora za rast

    može i braću odvući na nove rekordne visine.

    demand je zapet ko puška,nije upitno dali će opaliti već samo je pitanje kada će.

    reklo bi se i moja pokojna baba bi mogla tako biti investitor ali

    stvarnost dokazuje da ima puuuuno onih koji babi nisu do gležnja.

    biće jednog dana ,ogledalce,ogledalce tko je...

    :saint:

    Display More

    Files

    image_2021-03-16_225514.png 42.15 kB – 0 Downloads

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

  • migra
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    • March 16, 2021 at 11:34 PM
    • #1,197

    Chinese #ironore port inventory has looked increasingly divorced from iron ore price over last 3 months when we adjust by seasonally adjusted imports or s.a. steel production. Given anecdotes of Chinese steel plant closure in March, that level of divorce is set to increase.

    Which then implies 4 possible outcomes:

    1. China is intentionally building iron ore inventory (likely)
    2. We are moving to a new higher inventory equilibrium vs price (possible)
    3. Steel production has to rise (unlikely)
    4. Iron ore price needs to fall. (looking more likely?)

    moje viđenje ove problematike je da kina želi pod svaku cijenu spustiti cijenu za iron ore,što je razumljivo je milijarde odlaze u vjetar.

    u zadnjih godinu dana nastupila je promjena u kojoj ta igra daje kontraproduktivne rezultate u odnosu na prethodno razdoblje kad su uspješno manipulirali cijenom.

    ove njihove igrice će napucati cijenu >200usd ,još višlje nego bez tih igrica.

    od početka godine toliko su puta naglas izgovorili mantru "smanjit ćemo proizvodnju steela" da su već smiješni i uskoro će na ponavljanje te izjave cijena rasti jer će svima biti jasna igra i što sljedi nakon toga.

    učinili su velike strateške pogreške a nisu morali i jasno da će cijena biti velika,bez suza imaju od kuda platiti.

    omjer proizvodnje i zaliha sirovina su spustili vrlo nisko i time si smanjuju manevarski prostor.

    ne može bolje za dry bulk jer izgledno sljedi erupcija onih razmjera koja nebi bila moguća bez kineskih igrica.

    moguće da će se nešto odgoditi ali i pojačati + neizbježno je.

    ništa ne može tako podići vozarine u najveće visine kao poremečaji.

    tika taka je neumoljiva

    živi bili...

    Files

    image_2021-03-16_231705.png 187.03 kB – 0 Downloads

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

  • jasko
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    • March 17, 2021 at 7:27 AM
    • #1,198

    The April Panamax futures have put in another fine performance today on the back of an equally stellar performance for the
    index. Both are up nearly USD 900 on the day as the we creep ever closer to the USD 26,875 high; at this rate we should be
    there by Monday! The one-hour futures are showing a negative divergence now, suggesting we need to see price and momentum push on, otherwise the futures might drop back into a corrective phase first. Wave analysis is bullish
    .

  • migra
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    • March 17, 2021 at 7:49 AM
    • #1,199

    Chinese steel mill profit margins remain positive territory

    If environmental concerns in China lead to greater restrictions on industrial activity, can't imagine the spread between low and higher iron ore grades (+lump and pellets) will remain as skinny as it is today.


    Allied Shipbroking – Weekly SnP Statistics Report Week 10 2021

    https://www.hellenicshippingnews.com/wp-content/upl…-14_03_2021.pdf

    Files

    image_2021-03-17_074439.png 247.82 kB – 0 Downloads image_2021-03-17_074632.png 239.01 kB – 0 Downloads

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

    Edited once, last by migra: Merged a post created by migra into this post. (March 17, 2021 at 7:53 AM).

  • D_artagnan
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    • March 17, 2021 at 7:54 AM
    • #1,200
    Quote from alias

    Kad me se povlaci za jezik da se malo prisjetimo sta smo pisali prije 2 mjeseca:

    "Sad kad si ponudio diplomu mozemo razgovarati. Kao prvo, ja sam na ovaj forum dosao prije nekih 4 ili 5 mjeseci i odmah sam ljudima na temi atpl i inozemno trgovanje rekao da se kupi NMM. Tad je bio oko 7 ili 8. Dakle, moglo se zaraditi 100% na mojoj prognozi. To je proslost. E sad, ja kazem da ce NMM cak i nakon tog rasta od 100%, i iako je 10x manje rizican, svejedno narasti vise od atpl-a. Dakle, to je buducnost."

    Nmm je tada iznosio 13. Sada je skoro 25.

    Atpl je iznosila 180 i sad je 180.

    da li je rast NMM-a od jos 100%

    a) nista posebno

    b) moguce posebno

    c) CnB

    d) dokazi na dokaze na dokaze

    e) gdje je diploma

    Display More

    E stari moj da je NMM na ZSE bila bi i ona jos na 7-8, nadava joj sve bilance i racuni... zar sumljas drugacije 🤔

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