DRY BULK

Quote from looserst

https://www.globenewswire.com/news-release/2…ne-30-2021.html

Evo i dije. Reklo bi se srednja zalost

Isprskalo diju, ne oprasta se na nasdaqu ni 2 centa manji eps

Quote from looserst

https://www.globenewswire.com/news-release/2…ne-30-2021.html

Evo i dije. Reklo bi se srednja zalost

Reklo bi se bas lose, sva nelogicnost marketa se vidila nedavno kad je DSX rastao, a SB padao, a za SB sam ocekivao polugodisnja dobit 0,45$ po dionici sta su i ostvarili, a DSX s obzirom na dosta dugorocnih ugovora i dosta losije potpisanih ni priblizno tako dobar rezultat ja se s njim nisam ni zamarao racunat sta ocekivat kad sam vidio kako su ugovoreni, a oni se totalno drugacije ponasali od SB skroz nelogicno, znaci imaju na polugodistu minus 0,02$ po dionici i ostvareni TCE u 2Q od 13 477$ bas lose po meni niti srednja zalost.

DSX je imao katastrofa Report. Igrali su presigurno i predugorocno sto ih je opalilo po nosu. Trenutno. No vjerujem da će u duljem roku i oni loviti značajno vece vozarine i profite. Ako ovaj oporavak dovoljno dugo potraje.

Mislim, vjerojatno nisu nedavno bezveze pokrenuli share buyback, da bi bili glineni golub. Oni ipak znaju najbolje kako se priča “dalje razvija”.

Flight, StatusQuo pratite li i ostale? Sutra GNK, sta ocekujemo?

looserst

Ja ne pratim toliko detaljno USA brodare da bi mogao davati guidnace. I opcenito ne bih stock-pickao taj sektor preko bare nego bih kupovao uđuture (od svega pomalo) osim možda ne bih NM (zbog svinjarija Uprave). A i ja sam laik za bulk brodarstvo.

Quote from looserst

Flight, StatusQuo pratite li i ostale? Sutra GNK, sta ocekujemo?

Nisam stigao sve popratit iako sam htio neke obveze su me bile stisle zadnjih 2 mjeseca, sad sam kratko bacio oko cini mi se da bi mogao imat dobar report vecina toga mu je na voyagu 23 broda, a 15 na TC koliko vidim, a i ti TC su na ok vozarinama

Quote from Flight

looserst

Ja ne pratim toliko detaljno USA brodare da bi mogao davati guidnace. I opcenito ne bih stock-pickao taj sektor preko bare nego bih kupovao uđuture (od svega pomalo) osim možda ne bih NM (zbog svinjarija Uprave). A i ja sam laik za bulk brodarstvo.

Pretpostavljam da ste mislili na NMM, ovaj zadnji M dosta mijenja na stvari

Mislio sam da se prati kad vec imamo komentare na dijanu. Gnk mi je pick a dsx nije pa idemo vidjeti kakve sam srece sutra.

Btw...laik ste vec desetljecima,ne znate izracunati p/e i neznam zasto vas uopce ista pitam

Ne mislio sam bas na NM jer je on pureplay bulker: https://finviz.com/quote.ashx?t=NM

Quote from looserst

Flight, StatusQuo pratite li i ostale? Sutra GNK, sta ocekujemo?

Mislim da se da lako izracunat iz ovoga ako ti je pick javi sta ocekujes

The following tables set forth information about the current employment of the vessels in our fleet as of May 4, 2021:

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Quote from Flight

Ne mislio sam bas na NM jer je on pureplay bulker: https://finviz.com/quote.ashx?t=NM

NM? Mirno im more ali dalje od mene.

Vidjet cemo sutra kako gnk dise, na kraju krajeva i market odma da svoj komentar

Quote from StatusQuo

Quote from looserst

Flight, StatusQuo pratite li i ostale? Sutra GNK, sta ocekujemo?

Mislim da se da lako izracunat iz ovoga ako ti je pick javi sta ocekujes

The following tables set forth information about the current employment of the vessels in our fleet as of May 4, 2021:

Capesize Vessels
Genco Augustus		2007		June 2021		Voyage
Genco Tiberius		2007		June 2021		Voyage
Genco London		2007		June 2021		$11,600
Genco Titus		2007		May 2021		Voyage
Genco Constantine		2008		May 2021		Voyage
Genco Hadrian		2008		May 2021		Voyage
Genco Commodus		2009		June 2021		Voyage
Genco Maximus		2009		May 2021		Voyage
Genco Claudius		2010		May 2021		Voyage
Genco Tiger		2011		May 2021		Voyage
Baltic Lion		2012		May 2021		Voyage
Baltic Bear		2010		May 2021		Voyage
Baltic Wolf		2010		May 2021		Voyage
Genco Resolute		2015		May 2021		Voyage
Genco Endeavour		2015		June 2021		Voyage
Genco Defender		2016		May 2021		Voyage
Genco Liberty		2016		February 2022		$31,000
Ultramax Vessels
Baltic Hornet		2014		June 2021		$13,250
Baltic Wasp		2015		May 2021		$20,000
Baltic Scorpion		2015		May 2021		Voyage
Baltic Mantis		2015		May 2021		Voyage

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Genco Weatherly		2014		May 2021		Voyage
Genco Columbia		2016		June 2021		Voyage
Genco Magic		2014		October 2021		$25,000
Genco Vigilant		2015		June 2021		$10,000
Genco Freedom		2015		June 2021		Voyage
Supramax Vessels
Genco Predator		2005		July 2021		Voyage
Genco Warrior		2005		July 2021		$23,625
Genco Hunter		2007		June 2021		Voyage
Genco Lorraine		2009		June 2021		$15,000
Genco Aquitaine		2009		May 2021		$25,000
Genco Ardennes		2009		June 2021		Voyage
Genco Auvergne		2009		June 2021		$8,400
Genco Bourgogne		2010		May 2021		Voyage
Genco Brittany		2010		May 2021		$14,500
Genco Languedoc		2010		May 2021		$14,000
Genco Picardy		2005		May 2021		$21,500
Genco Provence		2004		May 2021		Voyage
Genco Pyrenees		2010		October 2021		$23,000
Genco Rhone		2011		June 2021		$26,250

(1)

The charter expiration dates presented represent the earliest dates that our charters may be terminated in the ordinary course. Under the terms of certain contracts, the charterer is entitled to extend the time charter from two to four months in order to complete the vessel's final voyage plus any time the vessel has been off-hire.

(2)	Time charter rates presented are the gross daily charterhire rates before third-party brokerage commission generally ranging from 1.25% to 6.25%. In a time charter, the charterer is responsible for voyage expenses such as bunkers, port expenses, agents’ fees and canal dues.

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• Our average daily fleet-wide time charter equivalent, or TCE¹, for Q1 2021 was $12,197
• We estimate our TCE to date for Q2 2021 to be $20,653 for 74% owned fleet available days, based on current fixtures

Estimacija iz q1 reporta i neka bude ovako, skromno

Vrijednost brodova nastavlja rast .......... https://www.hellenicshippingnews.com/wp-content/upl…_01_08_2021.pdf

| live

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https://www.braemarscreen.com/

Danas bi vani moglo biti malo jače zelenilo.....

Futuresi za capove za 9.mjesec upravo probili 40 000 usd....

Seafarers waiting for Godot - Splash247

Steven Jones, the compiler of the Seafarers Happiness Index, on the realities of staying at sea for so long. People are inherently good at rising to meet…

splash247.com

Mozda off topic ali nije lose malo procitati i o morskim ljudima i njihovim problemima. Onima koji stoje iza svih tih brodova i rade posao kojeg mi na kraju citamo kroz bdi, bpi... p/e i cijene dionica.

Kljucno je ovo na kraju:

We all believe that seafarers are key workers and essential, but we need to start treating them so. Patience at sea is running out.

Mislim da nas dosta ovdje ima oceve, sinove, bracu na tim zeljeznim cudovistima i neka se bar zna da i dalje imaju problema bez obzira na bolje zarade njihovih poslodavaca.

BCI +1,3% 35 675

BCI 5 T/C routes 180000 35675 459

BPI 5 T/C routes 82500 30222 456

BSI 10 T/C routes 58328 32817 158

BHSI 7 T/C routes 38200 31739 -71

BDI INDEX 3318 +37

BCTI 505

MR 6935$

China Doubles Down On Coal Despite Global Push To Go Green | ZeroHedge

Malo štiva za produzeni vikend...

Genco:

We recorded net income of $32.0 million for the second quarter of 2021

Basic and diluted earnings per share of $0.76 and $0.75, respectively

Represents our highest quarterly earnings per share result since 2010

Voyage revenues totaled $121.0 million and net revenue1 (voyage revenues minus voyage expenses and charter hire expenses) totaled $76.0 million during Q2 2021

Our average daily fleet-wide time charter equivalent, or TCE1, for Q2 2021 was $21,137, marking our highest quarterly TCE since Q4 2010

We estimate our TCE to date for Q3 2021 to be $27,599 for 71% owned fleet available days, based on current fixtures