07.05.2021.

BDI -0.9% to 3,183

Capesize -3.1% to $41,514

Panamax +1.7% to $25,261

Supramax 58k tons +1.7% to $24,158

Handysize +1.1% to $19,433

Dakle, zadnja dva dana korekcija bdi-a uz rast vozarina indeksa brodova atlantske plovidbe. Ni korekcije nisu kakve su bile.

onako naglas razmišljam pa pitam da li je realno do kraja mjeseca očekivati napad i proboj 30000 za panamaxe i supre ili je to traženje kruha povrh pogače?......

ATHENS, Greece, May 07, 2021 (GLOBE NEWSWIRE) -- Diana Shipping Inc. (NYSE: DSX), (the “Company”), a global shipping company specializing in the ownership of dry bulk vessels, today announced that, through a separate wholly-owned subsidiary, it has entered into a time charter contract with Bocimar International N.V., for one of its Kamsarmax dry bulk vessels, the m/v Myrsini. The gross charter rate is US$27,750 per day, minus a 5% commission paid to third parties, for a time charter period until minimum October 15, 2021 up to maximum November 30, 2021. The charter is expected to commence on May 10, 2021. The m/v Myrsini is currently chartered, as previously announced, to Ausca Shipping Limited, Hong Kong, at a gross charter rate of US$11,500 per day, minus a 5% commission paid to third parties.

The “Myrsini” is a 82,117 dwt Kamsarmax dry bulk vessel built in 2010. https://finance.yahoo.com/news/diana-shi…-132800269.html

Genco Shipping & Trading Limited (GNK)

Adjusted 1Q2021 EBITDA of $21.0 million was in line with expectations. TCE rates averaged $12.2k/day down from $13.2k/day in 4Q2021, with Capes at $13.6k/day, Ultra/Supras at $11.7k/day and Handys at $7.9k/day. Costs were also in line with lower opex more than offsetting higher G&A expenses.

Post call fine tuning 2021 EBITDA estimate to $179.3 million on TCE rate assumptions of $19.1k/day. Forward cover is higher versus 1Q2021 and TCE rates are much higher with 74% of 2Q2021 days booked at $20.7k/day. By sector, forward cover is 72% booked at $24.9k/day for Capes and 76% booked at $17.8k/day for Ultra/Supramaxes. Also, three time charters were recently signed, which indicates that the ... https://www.channelchek.com/news-channel/G…Target_Increase

Quote from migra

Quote from jasko

ATHENS, Greece, May 07, 2021 (GLOBE NEWSWIRE) -- Diana Shipping Inc. (NYSE: DSX), (the “Company”), a global shipping company specializing in the ownership of dry bulk vessels, today announced that, through a separate wholly-owned subsidiary, it has entered into a time charter contract with Bocimar International N.V., for one of its Kamsarmax dry bulk vessels, the m/v Myrsini. The gross charter rate is US$27,750 per day, minus a 5% commission paid to third parties, for a time charter period until minimum October 15, 2021 up to maximum November 30, 2021. The charter is expected to commence on May 10, 2021. The m/v Myrsini is currently chartered, as previously announced, to Ausca Shipping Limited, Hong Kong, at a gross charter rate of US$11,500 per day, minus a 5% commission paid to third parties.

The “Myrsini” is a 82,117 dwt Kamsarmax dry bulk vessel built in 2010. https://finance.yahoo.com/news/diana-shi…-132800269.html

sa 11 na 27k $ ako ovo nije teška tektonika....

ima li tko procjenu kada krajem ove godine istekne ovaj TC koja će biti nova cifra?

35k,45k,>50k

nije ni nama na palubi lako odoljeti graškićima znoja i noćnom roštiljanju pri razmišljanju 1-2 g unaprijed a kako je tek kopnenim mornarima?

a mislim da znam,sjećam se testiranja tog filinga na vl koži u prošlom bullu.

definitivno nije positive priceless experience

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$DSX (BUY/$5.3) reports 1y TC for a 2010-built (non-eco, non-scrubber) Kamsarmax at $27,750/d, up from current charter at $11,500/d

Just an example of how incredible strong this market is at the moment

Jako zanimljiv ce biti FI Q2.

China's Sixth Largest Ever One-Day Purchase of US Corn

• The United States Department of Agriculture today reported sales of 1.36 million tons of corn to China. This marks China's sixth largest one-day purchase of US corn. As we also reported often earlier this year, several other large sales (including a few exceeding 1 million tons) were reported in previous months including China's largest ever purchase back in late January (2.1 million tons). Overall, it is encouraging that yet another large sale has taken place. China's demand for corn remains strong and a robust amount of outstanding sales from the United States will continue to be shipped in the next several weeks. As we highlighted again in this week's Weekly Dry Bulk Report, outstanding US corn sales have remained up year-on-year by over 10 million tons.

Quote from migra

ovo su kontejneri a u zadnje vrijeme i dry bulk ide njihovim stopama,znači za koji mjesec

"koji mjesec" bi i za nestrpljive investitore trebalo biti prihvatljivo

a strpljivi će.....

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Generale, dobro došli nazad...bilo je i vrijeme

rezime podcasta vani: infation, inflation, commodities, gold, silver, nafta, ugljen, zemni plin, uranium, value/growth rotation.

i tako vam trenutno fondovi trguju 🤷

shippere nitko ni ne spominje u kontekstu ulaganja, osim šta ih nervira šta vozarine konstantno rastu.

to bi značilo da smo ovdi svi još uvik early investitori.

brodari su toliko ogađeni da se nitko od jačih igrača nije nikad ni pomislio uključiti u igru da to promovira i tuče postotak na neki svoj proizvod.

zanimljivo

Znaci nesto kao Bitkojin. Nitko ga nije htio kad je bio cent, dolar, a kad je dosao na 3000 dolara onda je do 20000 trebalo svega par mjeseci. Svi hoce, milijarde prometa.

Quote from 5. Element

Znaci nesto kao Bitkojin. Nitko ga nije htio kad je bio cent, dolar, a kad je dosao na 3000 dolara onda je do 20000 trebalo svega par mjeseci. Svi hoce, milijarde prometa.

a baš tako.

Joakim, Cleaves, Alibra i ekipa ko da su ispali iz Teorije velikog praska

Container shipping boom is bleeding over into dry bulk https://www.freightwaves.com/news/container…r-into-dry-bulk