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DRY BULK

  • migra
  • January 16, 2021 at 10:18 AM
  • D_artagnan
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    • March 26, 2021 at 11:06 AM
    • #1,461

    Ove velike promjene sa cijenama brodova, starih i novih će pomoći i državi da se riješi problem u 3. maju sa jamstvima i brodom kojeg treba završiti i prodati. Vide i Norvežani za će za koji mjesec brod doći ko šamar budali, pa odmah podebljali ponudu, da ih netko ne preduhitri :)

    Svaka čast vladi da nisu prodali na oni prvu ponudu nego su bili strpljivi.

    https://www.novilist.hr/novosti/gospod…-milijuna-eura/

  • st-brajo
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    • March 26, 2021 at 11:08 AM
    • #1,462
    Quote from D_artagnan

    Ove velike promjene sa cijenama brodova, starih i novih će pomoći i državi da se riješi problem u 3. maju sa jamstvima i brodom kojeg treba završiti i prodati. Vide i Norvežani za će za koji mjesec brod doći ko šamar budali, pa odmah podebljali ponudu, da ih netko ne preduhitri :)

    Svaka čast vladi da nisu prodali na oni prvu ponudu nego su bili strpljivi.

    https://www.novilist.hr/novosti/gospod…-milijuna-eura/

    neka još malo pričekaju, taman da bude za lijekove :S

    ''Dođu, tako, vremena, kada pamet zašuti, budala progovori, a fukara se obogati!'' - Ivo Andrić

    "Ako uvedemo porez na vlastitu imovinu, stranci će je prestati kupovati" - Krešimir "Superhik" Macan

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    • March 26, 2021 at 12:15 PM
    • #1,463

    Efforts to dislodge the massive Ever Given container vessel blocking the Suez Canal will take until at least next Wednesday, raising the prospect of wider impacts from the incident that’s already impacted the flow of oil to grain and cars.

    https://www.aljazeera.com/economy/2021/3…at-least-a-week

  • jasko
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    • March 26, 2021 at 12:28 PM
    • #1,464

    Cape + 2,8% / 19.014 usd

  • jasko
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    • March 26, 2021 at 12:51 PM
    • #1,465

    The list of ships waiting still grows - from 156 yesterday to 237 on record this morning.
    At the same time more ships are rerouting.                                                                                                                   

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  • jasko
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    • March 26, 2021 at 2:16 PM
    • #1,466

    Baltic Dry-indeksen er ifølge The Baltic Exchange + 0,3 prosent til 2.178 poeng, skriver TDN Direkt.

    Capesize + 2,8 prosent til 19.014, Panamax - 0,2 prosent til 24.111. Handysize - 1,4 prosent til 20.927 Supramax - 1,9 prosent til 21.813.

  • jasko
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    • March 26, 2021 at 2:37 PM
    • #1,467

    Freight futures am update

    Capesize flat

    Panamax flat

  • jasko
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    • March 26, 2021 at 3:26 PM
    • #1,468

    Brazil congestion sparks lift in dry bulk freight rates

    Congestion at major Brazilian ports has left more than 100 bulkers waiting. The delays have added to the strength seen in dry bulk freight rates https://lloydslist.maritimeintelligence.informa.com/LL1136248/Braz…k-freight-rates

  • migra
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    • March 26, 2021 at 3:55 PM
    • #1,469

    građevina se zahuktava ;)


    Inventories of rebar across Chinese steelmakers and social warehouses stood at 16.53 million mt as of March 25, down 4.51% from a week ago. From the time dimension of the lunar calendar, stocks are down 23% from a year earlier

    Chinese iron ore futures gain further, steel futures rebound

    Read more: https://t.co/Y9A0UgaO4b?amp=1

    Very proud that with the acquisition of Bhushan Power and Steel Ltd., we have made our entry in Odisha-East India and are now the country's leading Steel Maker.

    Indian suppliers have again increased their #HRCprices to Vietnamese buyers by the end of the current week, targeting levels above $800/mt CFR. The absence of firm offers from China and higher prices in other import markets have dragged prices up further


    For dry bulk, today seems a wait and see day: If over the weekend the timeline of refloating the ship gets materially extended (see weeks) rates will start to move early next week, as the disruption starts to affect duration and thus freight economics, in our view.

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

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    • March 26, 2021 at 7:57 PM
    • #1,470

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    Alternativa za Suez

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    • March 27, 2021 at 9:46 AM
    • #1,471

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    Kalendar plime i oseke za Suez

  • migra
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    • March 27, 2021 at 10:08 AM
    • #1,472
    Quote from jasko

    The high demand for dry bulk ships at the start of this year is also reflected in fast rising asset values. For example, a 15-year-old panamax ship is now worth 47.4% more than it was on January 1 2021, an increase of almost $4m. https://splash247.com/secondhand-bul…e-hands-so-far/ https://www.hellenicshippingnews.com/second-hand-bu…e-hands-so-far/

    ali ovo ne vrijedi za sve pmaxe zar ne?,odnosno vrijedi za večinu dry bulk kompanija a postoji i jedna za koju ne vrijedi :/ ;( ^^

    ma ,naravno da vrijedi samo nisu svi "analitičari" to još obradili,oni koji žive u prošlim valuacijama,u prošlosti...

    mene bitno više zanimaju valuacije koje će biti za 6-12 mjeseci,kopka me da tu ima još barem toliko prostora za rast.

    posljedice za bilance dry bulkera bi bile sve samo ne ništa posebno.

    držim ovo moje očekivanje kao konzervativno.zašto?

    slotovi se pune i dolazimo do točke kada naručivanje novogradnje znači svakim danom duži rok isporuke pa posjedično SH će postajati privlačniji izbor jer omogučava ne odgođeno već trenutno zarađivanje na visokim vozarinama.

    držim da će brodari dodatno pojačano cijeniti vrijednost "trenutnog" poučeni školom prošlog bulla. ;)

    vrabac u ruci je ipak u ruci a golub....

    naravno u nekoj fazi će i SH postati "skup" pa će....

    držim da nećemo u slučaju "preskupog" SH imati razlog za plakanje.

    još jedan WIN-WIN pri slobodi izbora? :/

    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 27, 2021 at 10:24 AM
    • #1,473

    a kada smo kod SH šta kažu najnovija usklađivanja sa novonastalim promjenama?

    koje su takvog intenziteta i trenda da bi obračun i na satnoj bazi pokazivao promjenu

    nešto jaaaaako dugo neviđeno u dry bulku.

    brokeri koji prate na dnevnoj bazi promašuju realizirane kupoprodaje na skali u mil$.

    znam,znam...."ništa posebno"...

    ok,ma DAA,100%,ne vodi brigu....

    promjena vrijednosti asseta u odnosu na 1.1.20. ukupno 52,50 mil$

    naravno ovdje ima i nekih odstupanja ovisno o mjestu gradnje,pojedinačnom stanju broda ALI......

    promjene su i u najgorem scenariju brutalno pozitivne,skromnim i strpljivim investitorima će biti više nego dovoljno.

    možda i griješim,nebi bilo... ;)

    rezime po investitorski


    2 pmax 2012 2 x 5,75 = 11,50

    3 pmax 2008 3 x 4,75 = 14,25

    3 smax 2012 3 x 3,75 = 11,25

    2 handymaxa 2009 2 x 3,25 = 6 50

    2 handysizea 2015/16 2 x 4,50 = 9,00

    Files

    image_2021-03-27_101132.png 207.38 kB – 0 Downloads image_2021-03-27_101247.png 120.57 kB – 0 Downloads image_2021-03-27_101406.png 78.3 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 27, 2021 at 12:19 PM
    • #1,474
    Quote from migra

    a kada smo kod SH šta kažu najnovija usklađivanja sa novonastalim promjenama?

    koje su takvog intenziteta i trenda da bi obračun i na satnoj bazi pokazivao promjenu

    nešto jaaaaako dugo neviđeno u dry bulku.

    brokeri koji prate na dnevnoj bazi promašuju realizirane kupoprodaje na skali u mil$.

    znam,znam...."ništa posebno"...

    ok,ma DAA,100%,ne vodi brigu....

    promjena vrijednosti asseta u odnosu na 1.1.20. ukupno 52,50 mil$

    naravno ovdje ima i nekih odstupanja ovisno o mjestu gradnje,pojedinačnom stanju broda ALI......

    promjene su i u najgorem scenariju brutalno pozitivne,skromnim i strpljivim investitorima će biti više nego dovoljno.

    možda i griješim,nebi bilo... ;)

    rezime po investitorski


    2 pmax 2012 2 x 5,75 = 11,50

    3 pmax 2008 3 x 4,75 = 14,25

    3 smax 2012 3 x 3,75 = 11,25

    2 handymaxa 2009 2 x 3,25 = 6 50

    2 handysizea 2015/16 2 x 4,50 = 9,00

    Display More

    Bulker sales heading for a record

    Shipping association BIMCO is expecting secondhand sales in the dry bulk market to reach a record high this year, fuelled by strong spot rates, especially in the panamax and supramax segments https://lloydslist.maritimeintelligence.informa.com/LL1136266/Bulk…ng-for-a-record

  • jasko
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    • March 27, 2021 at 12:35 PM
    • #1,475

    US corn sales hike drives expectations of 70 million mt exports https://www.agricensus.com/Article/US-cor…orts-16038.html

  • jasko
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    • March 27, 2021 at 12:51 PM
    • #1,476

    Zalihe željezne rude padaju, cijene rastu, sezona je započela u Kini.

    https://www.hellenicshippingnews.com/iron-ore-heads…a-steel-demand/

  • jasko
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    • March 27, 2021 at 12:57 PM
    • #1,477
    Quote from jasko
    Quote from migra

    a kada smo kod SH šta kažu najnovija usklađivanja sa novonastalim promjenama?

    koje su takvog intenziteta i trenda da bi obračun i na satnoj bazi pokazivao promjenu

    nešto jaaaaako dugo neviđeno u dry bulku.

    brokeri koji prate na dnevnoj bazi promašuju realizirane kupoprodaje na skali u mil$.

    znam,znam...."ništa posebno"...

    ok,ma DAA,100%,ne vodi brigu....

    promjena vrijednosti asseta u odnosu na 1.1.20. ukupno 52,50 mil$

    naravno ovdje ima i nekih odstupanja ovisno o mjestu gradnje,pojedinačnom stanju broda ALI......

    promjene su i u najgorem scenariju brutalno pozitivne,skromnim i strpljivim investitorima će biti više nego dovoljno.

    možda i griješim,nebi bilo... ;)

    rezime po investitorski


    2 pmax 2012 2 x 5,75 = 11,50

    3 pmax 2008 3 x 4,75 = 14,25

    3 smax 2012 3 x 3,75 = 11,25

    2 handymaxa 2009 2 x 3,25 = 6 50

    2 handysizea 2015/16 2 x 4,50 = 9,00

    Display More

    Bulker sales heading for a record

    Shipping association BIMCO is expecting secondhand sales in the dry bulk market to reach a record high this year, fuelled by strong spot rates, especially in the panamax and supramax segments https://lloydslist.maritimeintelligence.informa.com/LL1136266/Bulk…ng-for-a-record

    Display More

    Søster til Belcargo, altså 2008 modell Tsuneishi 58000 dwt, er solgt for 15 m usd.

  • gigic23
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    • March 27, 2021 at 1:25 PM
    • #1,478
    Quote from jasko
    Quote from jasko

    Bulker sales heading for a record

    Shipping association BIMCO is expecting secondhand sales in the dry bulk market to reach a record high this year, fuelled by strong spot rates, especially in the panamax and supramax segments https://lloydslist.maritimeintelligence.informa.com/LL1136266/Bulk…ng-for-a-record

    Søster til Belcargo, altså 2008 modell Tsuneishi 58000 dwt, er solgt for 15 m usd.

    Bulk Sider Syros 2016 36.844 DWT 36.844 Minaminippon (Ozai) 2021-ožu-24 USD 19,00 Nova Marine Carriers Clients of Halkidon Shipping


    Quote from gigic23
    Quote from jasko

    Søster til Belcargo, altså 2008 modell Tsuneishi 58000 dwt, er solgt for 15 m usd.

    Bulk Sider Syros 2016 36.844 DWT 36.844 Minaminippon (Ozai) 2021-ožu-24 USD 19,00 Nova Marine Carriers Clients of Halkidon Shipping

    Bulk Darwin 2002 75.966 DWT 75.966 Tsuneishi Zosen 2021-ožu-26 USD 9,00

    Bulk Karlovasi 2016 82.354 DWT 82.354 Oshima Shipbuilding 2021-ožu-22 USD 27,00

    Edited once, last by gigic23: Merged a post created by gigic23 into this post. (March 27, 2021 at 1:30 PM).

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    • March 28, 2021 at 11:31 PM
    • #1,479

    The number of ships waiting to enter the Suez Canal now exceeds the size of the entire U.S. Navy fleet. Data compiled by Bloomberg shows there are 453 vessels queued up Sunday, compared with around 100 at the start of the blockage.

    https://finance.yahoo.com/news/progress-…-045211868.html

  • jasko
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    • March 29, 2021 at 9:04 AM
    • #1,480

    Huge Suez operation frees the Ever Given https://splash247.com/huge-suez-oper…the-ever-given/

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