DRY BULK

China cape + 21% ($18628)

COVID-hit Shanghai unveils $257 billion in projects in infrastructure push | Reuters

BCI 5 T/C routes 180000 16760 220

BPI 5 T/C routes 82500 18189 -17

BSI 10 T/C routes 58328 17657 275

BHSI 7 T/C routes 38200 16804 228

BDI INDEX 1746 +17

BCI 5 T/C routes 180000 16000 -760

BPI 5 T/C routes 82500 17983 -206

BSI 10 T/C routes 58328 18008 351

BHSI 7 T/C routes 38200 17130 326

BDI INDEX 1929 -92

Mislim da je Rocco nešto fulao......... (1) Mister Rocco (@rferrajina) / Twitter

Quote from jasko

BCI 5 T/C routes 180000 16000 -760

BPI 5 T/C routes 82500 17983 -206

BSI 10 T/C routes 58328 18008 351

BHSI 7 T/C routes 38200 17130 326

BDI INDEX 1929 -92

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Mislim da je Rocco nešto fulao......... (1) Mister Rocco (@rferrajina) / Twitter

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Vrijednost bdi-a je fulao.......

To bi trebalo ovako izgledati....

BCI 5 T/C routes 180000 16000 x 0,4 = 6400

BPI 5 T/C routes 82500 17983 x 0,3 = 5395

BSI 10 T/C routes 58328 18008 x 0,3 = 5402

Sve lijepo zbrojimo i dobijemo 17197 x 0,1 = BDI 1720

Cape +2,293 to 18,293$/day

BDI 1816; raste capek, supre i hendiji, Tko šljivi panamaxe...

imate li molim Tenci indexe za sva 4 velicine brodova

Quote from enes.razman

imate li molim Tenci indexe za sva 4 velicine brodova

Evo kolega

NMM,NM,SB,SBLK,SHIP,DRYS,DSX,EGLE,ESEA,EXM,GNK,GOGL | Stock Prices | Quote Comparison - Yahoo Finance

View and compare NMM,NM,SB,SBLK,SHIP,DRYS,DSX,EGLE,ESEA,EXM,GNK,GOGL on Yahoo Finance.

finance.yahoo.com

Šta je ovo, sreća da je sutra vikend.

Quote from tento

https://finance.yahoo.com/quotes/NMM,NM,…NK,GOGL/view/v1

Šta je ovo, sreća da je sutra vikend.

😁 Zaželi se čovik Božićnih praznika 🙄

https://tradingeconomics.com/commodity/baltic

" Meanwhile, Jefferies Financial Group lowered its estimates for dry bulk freight rates across all segments for the second half and for 2023 and 2024, saying that with global pressure on steel markets and Chinese output declining, softer demand for the steel-making ingredient iron ore, which accounts for nearly 30% of all cargo movements, was weighing on capesizes and "trickling down to the other vessel classes"."

BCI 5 T/C routes 180000 17916 -291

BPI 5 T/C routes 82500 17982 55

BSI t 10 T/C routes 58328 18376 145

BHSI 7 T/C routes 38200 17695 161

BDI INDEX 1807 -6

• Most shipping stocks have been pummeled due to global macro concerns and broad market pullbacks.
• However, the fundamental setup across most of the core segments (tankers, dry bulk, LNG, LPG, and containers) is phenomenal.
• The supply-side setup for tankers and dry bulk (aging fleets, low orderbook) is the strongest in modern history. Massive supply-constraining regulations are incoming in just a few months.
• There is a prevailing 'false equivalence' to the last macro cycle peak and bust in 2008. In 2008: shippers were overleveraged with massive orderbooks. Now: tight supply and strongest balance sheets in history.
• I have followed the shipping industry for nearly 15 years and this is one of the best buying setups I have ever seen: 4 top picks included. Excellent Time To Overweight Shipping Positions | Seeking Alpha

BCI 5 T/C routes 180000 17477 -439

BPI 5 T/C routes 82500 18201 219
BSI 10 T/C routes 58328 18477 101
BHSI 7 T/C routes 38200 17863 168

BDI INDEX 1799 -8

BCI 5TC 16202 -1275

dry bulk brodari vani "nemaju dna" i tonu ko kamen.......okinuše neki i preko 50% od vha......pitanje za miliun dolara je da li je to prilika ili zapravo trenutni dry bulk game over..... jel ako povučemo paralelu sa kontenjerašima, pisali su se neki pa i onaj "Mint" na kojeg se pozivalo , da je veliki pad dobra prilika za kupovinu nekih jel zarade su velike, a kad ono, vrlo brzo nakon pada od 50 % okinuše oni još dodatnih 50 % sa tih razina na kojima je bila "dobra prilika za kupovinu".......na kraju ispalo da je ta "prilika" odlična prilika za uvaliti se u nepriliku.........la pa-pa?......no good.......nema više ni dobrog outlooka, ostala je samo mantra o niskom orderbooku koji se može okaćit mačku o rep...... ugljen sa ton miljama još drži vodu dok fundamenti ne odu?.......ovaj sezonski rast BDI -a nije se replicirao na cijene a sad se samo čeka da sezonski pad u q1 2023 doda ulje na vatru?.....

Pricate o vani pa prica drzi vodu, tko ima capeove ne plovi stalno u plusu. Ipak, kad gledamo nase brodare, npr Atpl, cak je i Cal 23 malo iznad BE(a znamo da su te vozarine dosta nize toliko vrijeme unaprid), a Q4 za brodove koje ima Atpl je na solidnih 17k. Njihovi brodovi stalno plove u plusu, ocekivao sam da budu vozarine vise, nisu ali imaju idealne brodove za sadasnju situaciju. Mislim da je Atpl taoc ostalih segmenata i da nema razloga za daljni pad. Vrijeme je cupavo i ne mirise na bolje za dry bulk, opcenito( ali tko ima Supre i Paname mislim da ce proci puno bolje).

Quote from KicanCRO

Pricate o vani pa prica drzi vodu, tko ima capeove ne plovi stalno u plusu. Ipak, kad gledamo nase brodare, npr Atpl, cak je i Cal 23 malo iznad BE(a znamo da su te vozarine dosta nize toliko vrijeme unaprid), a Q4 za brodove koje ima Atpl je na solidnih 17k. Njihovi brodovi stalno plove u plusu, ocekivao sam da budu vozarine vise, nisu ali imaju idealne brodove za sadasnju situaciju. Mislim da je Atpl taoc ostalih segmenata i da nema razloga za daljni pad. Vrijeme je cupavo i ne mirise na bolje za dry bulk, opcenito( ali tko ima Supre i Paname mislim da ce proci puno bolje).

Ne vidim da su vani postedili ove bez capeova. Najvise je zakucan edry sa flotom panamaxa i ultramaxa. Egle, globus...sve prepolovljeno a capea ni za lijek. Svijetla tocka je grin ali to je radi takeover ponude. Kad ronimo... svi ronimo...Đeronimo