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DRY BULK

  • migra
  • January 16, 2021 at 10:18 AM
  • BudFox
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    • May 26, 2023 at 4:56 PM
    • #9,881

    BDI -3.5% 1,172

    Capesize -4.3% 13,956

    Panamax -2.2% 8,736

    Supramax -3.5% 10,403

    Kocka je bačena, alea iacta est :!:

  • StatusQuo
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    • May 29, 2023 at 11:12 AM
    • #9,882

    https://twitter.com/JHannisdahl/status/1662097309847388161/

    Added more #DryBulk #shipping exposure today. A lot of headwinds these days, but pricing appears attractive ahead of 2H23E

    Equities are trading similar to historical lows on P/NAV. Low fleet growth ahead

    𝐼 𝑎𝑚 𝑙𝑜𝑛𝑔 𝑑𝑟𝑦 𝑏𝑢𝑙𝑘
    𝑁𝑜 𝑖𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡 𝑎𝑑𝑣𝑖𝑐𝑒

  • BudFox
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    • May 31, 2023 at 2:39 AM
    • #9,883

    Futuresi padaju kao kamen...

    https://www.braemarscreen.com/

    Kocka je bačena, alea iacta est :!:

  • BudFox
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    • May 31, 2023 at 9:35 AM
    • #9,884

    Ovo je već poprilično zabrinjavajuće, jer imamo Contango na futuresima.

    Za 6. mjesec za Cape-ove futuresi su na 12375, za Panamaxe na 8675, a

    za Supramaxe na 9250, a svi znamo da je Brake Even oko 12 000$.

    Problem je što ni ostatak godine nije baš obećavajući i dry bulk vozarine

    su daleko od pozitivnog poslovanja brodara.

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

    Kocka je bačena, alea iacta est :!:

  • Moller
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    • May 31, 2023 at 9:38 AM
    • #9,885
    Quote from BudFox

    Ovo je poprilično zabrinjavajuće, futuresi za Cape-ove na 12375, za Panamaxe na 8625, a za Suparamxe na 9450, a znamo svi za Barke Even oko 12 000 baksa

    The content cannot be displayed because it is no longer available.

    zašto, pa ploviti se ne mora, ili mora, tko će ga više znati :/

  • BudFox
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    • May 31, 2023 at 9:44 AM
    • #9,886
    Quote from Moller
    Quote from BudFox

    Ovo je poprilično zabrinjavajuće, futuresi za Cape-ove na 12375, za Panamaxe na 8625, a za Suparamxe na 9450, a znamo svi za Barke Even oko 12 000 baksa

    The content cannot be displayed because it is no longer available.

    zašto, pa ploviti se ne mora, ili mora, tko će ga više znati :/

    Da...ploviti se mora, htjeli ne htjeli...ali ovo je kruh sa sedam kora....i za pomorce i za dijoničare...tko to ne zna neka se omani ćorava posla...

    Kocka je bačena, alea iacta est :!:

  • Shogun
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    • May 31, 2023 at 9:50 AM
    • #9,887

    Futuresi ne predvidjaju buduce prihode vec ocekivanja trgovaca futursima koji su pod utjecajem, opcenito, ocekivanjima za svjetsku ekonomiju, koja se konstantno mijenjaju. Tako da smo prije mjesec, dva, imali bum zbog otvsranja kine, sada korekciju jer yo otvaranje ide sporije nego sto se mislilo. Na kraju mjeseca ili pocetkom slijedeceg imate futurse otprilike gdje je i BDI a potom novi mjesec, nova ocekivanja itd....

  • BudFox
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    • May 31, 2023 at 9:55 AM
    • #9,888

    Čini se da ništa od Kine ove godine, a Kina je glavni motor za rast vozarina...

    https://twitter.com/DryBulkETF/status/1663724494190526464/

    Kocka je bačena, alea iacta est :!:

  • Shogun
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    • May 31, 2023 at 10:08 AM
    • #9,889

    Ove godine?? Prerani zakljucak. Dovoljan je naznaka za stimulus da party pocne. Kina jednostavno ne smije sebi dozvoliti krizu u trenutnoj geopolitici.

  • BudFox
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    • May 31, 2023 at 10:14 AM
    • #9,890
    Quote from Shogun

    Ove godine?? Prerani zakljucak. Dovoljan je naznaka za stimulus da party pocne. Kina jednostavno ne smije sebi dozvoliti krizu u trenutnoj geopolitici.

    Pola godine je već prošlo, pa ako uskoro ne krene rast, kada će onda?

    Kocka je bačena, alea iacta est :!:

  • Shogun
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    • May 31, 2023 at 10:19 AM
    • #9,891

    Prvo ce doci stabilizacija, potom potpore gospodarstvu....


    Mali broj novogradnji je kljucan....

    Edited once, last by Shogun: Merged a post created by Shogun into this post. (May 31, 2023 at 10:20 AM).

  • StatusQuo
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    • May 31, 2023 at 1:55 PM
    • #9,892

    izgleda da se joakim nakrcao kad povecava postove, istina u ovem periodu je uobicajena rupa vidit cemo kako ce se to odigrat nakon

    https://twitter.com/JHannisdahl/status/1663827823813881856/

  • BudFox
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    • May 31, 2023 at 2:24 PM
    • #9,893

    Nažalost BDI je opet otišao ispod 1000 bodova, a koliko

    vidim po padu na futuresima i očekuje se i dalje nastavak

    pada vozarina ;(

    BCI 5 T/C routes 180000 10099 -3122

    BPI 5 T/C routes 82500 9405 -406

    BSI 10 T/C routes 58328 9691 -319

    BHSI 7 T/C routes 38200 10292 -180

    BDI INDEX 977 -146

    Dry Bulk

    Capesize: down ~8%

    Panamax: down ~4%

    Tankers

    VLCC: down ~1%

    Suezmax: down ~2%

    Kocka je bačena, alea iacta est :!:

  • StatusQuo
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    • May 31, 2023 at 2:30 PM
    • #9,894
    Quote from StatusQuo

    izgleda da se joakim nakrcao kad povecava postove, istina u ovem periodu je uobicajena rupa vidit cemo kako ce se to odigrat nakon

    Nije dugo trebalo da se sazna ;(

    Value gap: investor Joakim Hannisdahl says shipping company pricing ‘unsustainable’
    Norwegian fund manager believes either stock prices have to rise, or asset prices and earnings will be revised downwards
    www.tradewindsnews.com

    The former Cleaves Asset Management (CAM) boss said in an update on his private portfolio that there have been “some headwinds” in recent weeks, with his fund down 15% since the peak on 3 March.

    “Although such a back-step can be frustrating, it is not unusual and I have used the lower pricing to increase exposure, from 39% cash at the peak…to 6% today,” he said.

    Hannisdahl finds current pricing in tankers and dry bulk attractive.

    Tanker companies are trading at a 16% discount to net asset value (NAV), with bulkers at 28%, he calculated.

    And the current situation is unsustainable, Hannisdahl believes.

  • BudFox
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    • May 31, 2023 at 2:35 PM
    • #9,895
    Quote from StatusQuo
    Quote from StatusQuo

    izgleda da se joakim nakrcao kad povecava postove, istina u ovem periodu je uobicajena rupa vidit cemo kako ce se to odigrat nakon

    Nije dugo trebalo da se sazna ;(

    https://www.tradewindsnews.com/tankers/value-…le-/2-1-1458791

    The former Cleaves Asset Management (CAM) boss said in an update on his private portfolio that there have been “some headwinds” in recent weeks, with his fund down 15% since the peak on 3 March.

    “Although such a back-step can be frustrating, it is not unusual and I have used the lower pricing to increase exposure, from 39% cash at the peak…to 6% today,” he said.

    Hannisdahl finds current pricing in tankers and dry bulk attractive.

    Tanker companies are trading at a 16% discount to net asset value (NAV), with bulkers at 28%, he calculated.

    And the current situation is unsustainable, Hannisdahl believes.

    Display More

    A onda je svizac zamotao čokoladu...kažem kruh sa 7 kora...može se zaraditi, ali i izgubiti bogatstvo na brodarima...

    ...preživio sam 2020. godinu i negativne vozarine, pa bar mislim da znam o čemu pričam...do tada nisam ni znao da

    vozarine mogu otići u negativu, isto kao i cijena nafte u jednom trenutku...

    Kocka je bačena, alea iacta est :!:

  • lebowski
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    • May 31, 2023 at 3:04 PM
    • #9,896
    Quote from StatusQuo
    Quote from StatusQuo

    izgleda da se joakim nakrcao kad povecava postove, istina u ovem periodu je uobicajena rupa vidit cemo kako ce se to odigrat nakon

    Nije dugo trebalo da se sazna ;(

    https://www.tradewindsnews.com/tankers/value-…le-/2-1-1458791

    The former Cleaves Asset Management (CAM) boss said in an update on his private portfolio that there have been “some headwinds” in recent weeks, with his fund down 15% since the peak on 3 March.

    “Although such a back-step can be frustrating, it is not unusual and I have used the lower pricing to increase exposure, from 39% cash at the peak…to 6% today,” he said.

    Hannisdahl finds current pricing in tankers and dry bulk attractive.

    Tanker companies are trading at a 16% discount to net asset value (NAV), with bulkers at 28%, he calculated.

    And the current situation is unsustainable, Hannisdahl believes.

    Display More

    Sa 39% keša na 6% keša, čovjek je skoro pa 'all in'. GOGL ispod 8, CEO citira repere i stavlja vijesti o share buybucku... Ako i nismo na dnu, mogli bismo biti vrlo blizu.

  • StatusQuo
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    • May 31, 2023 at 3:16 PM
    • #9,897
    Quote from lebowski
    Quote from StatusQuo

    Nije dugo trebalo da se sazna ;(

    https://www.tradewindsnews.com/tankers/value-…le-/2-1-1458791

    The former Cleaves Asset Management (CAM) boss said in an update on his private portfolio that there have been “some headwinds” in recent weeks, with his fund down 15% since the peak on 3 March.

    “Although such a back-step can be frustrating, it is not unusual and I have used the lower pricing to increase exposure, from 39% cash at the peak…to 6% today,” he said.

    Hannisdahl finds current pricing in tankers and dry bulk attractive.

    Tanker companies are trading at a 16% discount to net asset value (NAV), with bulkers at 28%, he calculated.

    And the current situation is unsustainable, Hannisdahl believes.

    Display More

    Sa 39% keša na 6% keša, čovjek je skoro pa 'all in'. GOGL ispod 8, CEO citira repere i stavlja vijesti o share buybucku... Ako i nismo na dnu, mogli bismo biti vrlo blizu.

    Display More

    Znaci da je poprilicno uvjeren kad se toliko izlozio

  • hugh
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    • May 31, 2023 at 3:22 PM
    • #9,898
    Quote from StatusQuo
    Quote from lebowski

    Sa 39% keša na 6% keša, čovjek je skoro pa 'all in'. GOGL ispod 8, CEO citira repere i stavlja vijesti o share buybucku... Ako i nismo na dnu, mogli bismo biti vrlo blizu.

    Znaci da je poprilicno uvjeren kad se toliko izlozio

    izložio je "sebe" i svoj vlastiti privatni kapital ili kapital udjelničara u fondu?......

  • lebowski
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    • May 31, 2023 at 3:37 PM
    • #9,899
    Quote from hugh
    Quote from StatusQuo

    Znaci da je poprilicno uvjeren kad se toliko izlozio

    izložio je "sebe" i svoj vlastiti privatni kapital ili kapital udjelničara u fondu?......

    Hoćeš reći da on nema s tim veze sa svojim fondom? Izložio je svoje ime javno kad je objavio taj Tweet. Ako profula, za par mejseci netko će mu taj Tweet nabiti na nos.

  • StatusQuo
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    • May 31, 2023 at 3:41 PM
    • #9,900
    Quote from lebowski
    Quote from hugh

    izložio je "sebe" i svoj vlastiti privatni kapital ili kapital udjelničara u fondu?......

    Hoćeš reći da on nema s tim veze sa svojim fondom? Izložio je svoje ime javno kad je objavio taj Tweet. Ako profula, za par mejseci netko će mu taj Tweet nabiti na nos.

    Da jer fond se puni na racun njegovog imena, ne radi se o nekom big name fondu gdje mogu promjenit ceo kad krivo ide i ocekivat da ce nastavit po starom

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