Route Description Size Value ($) Change
BCI 5 T/C routes 180000 31634 242
BPI of the 5 T/C routes 82500 25834 125
BSI of the 10 T/C routes 58328 26118 333
BHSI 7 T/C routes 38200 23572 204
BDI INDEX 2824 +23
DRY BULK
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GOGL (BUY/$16) reported 1Q EBITDA (adj.) slightly below our expectations, but marginally above consensus. Higher opex/TC-in/G&A per fleet day was the culprit, as our utilization and gross TCE/d was spot on. DPS of $0.25/sh was far above our $0.07 forecast & cons at $0.09
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DRY BULK NET GROWTH IS THE LOWEST IN 30 YEARS
Orderbook is likely to stay muted due to limited slot availability before 2024, increasing prices, availability of financing and new emissions regulations
ESTIMATED NET FLEET GROWTH OF ~1.7% (2021), ~1.3% (2022) AND 2.8% (2023) https://ml-eu.globenewswire.com/Resource/Downl…e4-271edf4ef846
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Another Day, Another Large Chinese Purchase of US Corn
- The United States Department of Agriculture today reported sales of 1.22 million tons of corn to China. The corn will be shipped during the upcoming 2021/22 marketing year. Nine of the last ten business days have now seen sales reported. The sales during this period have totaled approximately 10.7mt million tons. Overall, it remains unusual for so many new crop sales (for the upcoming marketing year) to come to the market so early, and the individual sales volumes in recent days have remained very strong. As we have been stressing recently, the world has never seen China buy US corn in the manner that is taking place at present.
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DRY BULK NET GROWTH IS THE LOWEST IN 30 YEARS
Orderbook is likely to stay muted due to limited slot availability before 2024, increasing prices, availability of financing and new emissions regulations
ESTIMATED NET FLEET GROWTH OF ~1.7% (2021), ~1.3% (2022) AND 2.8% (2023) https://ml-eu.globenewswire.com/Resource/Downl…e4-271edf4ef846
world gdp growth projekcije
2021 5,5%,
2022,4,5%
2023 4%
a već sada svjedočimo da nema potrebne tonaže
tu treba dodati scrap,usporavanje radi EEXI i izgledan dodatan scrap.
kinesko bježanje od australije pod svaku cijenu što će pumpati tonmilje u nebo.
70g neviđeni stimulusi cijelog svijeta
nikad u povijesti niži orderbook
i sve navedeno istovremeno
hmm...setup za majku svih oluja neviđenu do sada.
nikad nije potpuno sigurno ali tko ima hrabrosti,inata,altruizma..... ne kupiti listić za ovo izvlačenje jackpota
ima moj naklon do poda.
a rezime neće izostati
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GOGL Q1 highlights ako nekoga zanima:
Capitalised on the spot market strength and converted from a floating to a fixed rate until second quarter of 2022 in the time charters relating to three Capesize vessels: Golden Fulham at $28,500, Golden Incus at $32,250 and Golden Bexley at $31,000.
da imamo a nemamo uvid u ugovore ATPL tada bi znali sa sigurnošću ALI ne vidim razlog zašto ići pod pretpostavkom da ovakva ili slična klauzula ne postoji i u ugovorima za PNMX-e koji su na TC.
držim da je bitno izglednije da postoji.
može biti više podvarijanti pa....
može biti i usklađivanje sa indexima,periodičko usklađivanje...
Mislim za nekakv orijentir za 2Q zabiljezit cemo i ovo
Estimated TCE rates for the second quarter of 2021, inclusive of charter coverage and calculated on a load-to-discharge basis, are:
- approximately $29,000 per day contracted for 64% of the available days for Capesize vessels;
- approximately $18,800 per day contracted for 84% of the available days for Panamax vessels.
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China steel rebar inventory down 4.5% on week
Data Analysis
09:41AMInventories of rebar across Chinese steelmakers and social warehouses stood at 10.61 million mt as of May 20, down 4.5% from a week ago.
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Solin od jadroplova.
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Capitalised on the spot market strength and converted from a floating to a fixed rate until second quarter of 2022 in the time charters relating to three Capesize vessels: Golden Fulham at $28,500, Golden Incus at $32,250 and Golden Bexley at $31,000.
da imamo a nemamo uvid u ugovore ATPL tada bi znali sa sigurnošću ALI ne vidim razlog zašto ići pod pretpostavkom da ovakva ili slična klauzula ne postoji i u ugovorima za PNMX-e koji su na TC.
držim da je bitno izglednije da postoji.
može biti više podvarijanti pa....
može biti i usklađivanje sa indexima,periodičko usklađivanje...
Mislim za nekakv orijentir za 2Q zabiljezit cemo i ovo
Estimated TCE rates for the second quarter of 2021, inclusive of charter coverage and calculated on a load-to-discharge basis, are:
- approximately $29,000 per day contracted for 64% of the available days for Capesize vessels;
- approximately $18,800 per day contracted for 84% of the available days for Panamax vessels.
apsolutno,promjena je dramatično na bolje,još kada uzmemo u 0bzir da je to proces i da to ide neizbježno i dalje gore sa 3Q....
mora im se priznati da stvarno vole nas dioničare,da se naprežu debelo preko konsenzusa kako bi vratili vrijednost dioničarima
tu se je i optimistični Joakim našao u poziciji debele konzerve po pitanju divke
biti će znojenja kod stavljanja prognoze divke za 2Q
$GOGL (BUY/$16) reported 1Q EBITDA (adj.) slightly below our expectations, but marginally above consensus. Higher opex/TC-in/G&A per fleet day was the culprit, as our utilization and gross TCE/d was spot on. DPS of $0.25/sh was far above our $0.07 forecast & cons at $0.09
idu veseli dani (godine) za partyanere na palubi 
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Solin 2012 51545 dwt $25.000
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Joakim Hannisdahl
I currently recommend the following capital allocation within DryBulk shipping to clients E12dWSFX0AUtilu.png -
Mislim da će sutra Harpex index probiti ATH.......
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Joakim Hannisdahl
I currently recommend the following capital allocation within DryBulk shipping to clients E12dWSFX0AUtilu.pngzanimljivo više od 1/3 udjela GOGL koji je najmanje rastao do sada a možda baš zato?
a možda je i očekivana visina divke razlog
Iron ore down US$4.60 a tonne or 2.1% to US$210.85 a tonne (CFR Tianjin port).
congestion,congestion,congestion........
Strike in Argentina (grains), strike in Colombia (coal), strike in Chile (copper), strike in Canada (iron ore).
dry bulk ce lajkati,ali i osjetiti na vozarinama -
Mislim da će sutra Harpex index probiti ATH.......
Evo mali dodatak koji zorno prikazuje odnose promjene vrijednosti vozarina i SH brodova za kontejmeraše, uz napomenu da je ovo mjesecni prikaz. U ovom trenutku su vozarine na cca 59.000$, utjecaj čega ćemo vidjeti u nastupajućem vremenu. I sve to za cca 9 mjeseci
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57k open Singapore area fixed at 32500 for indo coal to japan - cnr
Evangelia 61k dwt open vietnam fixed on subs to WCI-PAK at 32.500 if Pakistan- if India 35.500 - cnr
MV Venus Halo 56dwt open Indon fixed aus coal to Japan at 35k with charts Daiichi
Bao Qin (56,877 2010) Humen 30 May trip via Philippines redel China intention nickel ore $32,000 - cnr
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upravo tako,mudri prate što se na kontejnerima događa jer im pruža mogućnost projekcije sa vremenskim pomakom,za sada se je to i potvrđivalo.
The cost of #shipping 40 ft #containers around the world continues to surge with the Drewry benchmark rising above $6k, some 4.5x the average.
ne vidim razlog zašto nebi dry bulk nadmašio kontejnere ali ako bi i kojim slučajem podbacio u odnosu na kontejnere bi bi i to razlog za puniti potoke,moguće i rijeke....
sloboda izbora je zakon
p.s.
da sam zločest napisao bi kao da već vidim neke koji pune potočiće
,po vl izboru i usprkos brojnim upozorenjima od razina 2xx da je trejdanje jaaaako riskantna opcija rezimirat ćemo nekad koliko je bio mudar izbor na dnu tehnicirati za večinu trejdera.
hmmm...
po marfiju najgori scenarij su oceani
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57k open Singapore area fixed at 32500 for indo coal to japan - cnr
Evangelia 61k dwt open vietnam fixed on subs to WCI-PAK at 32.500 if Pakistan- if India 35.500 - cnr
MV Venus Halo 56dwt open Indon fixed aus coal to Japan at 35k with charts Daiichi
Bao Qin (56,877 2010) Humen 30 May trip via Philippines redel China intention nickel ore $32,000 - cnr
Evo već 56 dwt na 35000 usd...ide to brže od očekivanog....
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Chinese bulk carrier operator Jinhui Shipping and Transportation has announced the acquisition of 2004-built 52,686 dwt supramax bulker Tai Hawk from Tai Shing Maritime, an affiliate company of Taiwan Navigation.
The Japanese-built vessel was sold for a price of $10.8m, higher than VesselsValue’s estimate of $9.85m https://splash247.com/jinhui-acquire…wan-navigation/
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Capesize Q3 surpassing previous highs this morning
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