DRY BULK

Another firm week for the capsize period thanks to strong iron ore exports from Brazil to China, port congestion in China has also lent support to this sector and the average rate for four to six months is currently estimated as $44,250/pdpr.

Plenty of period activity reported in the kamsarmax/panamax sector reported over the past week and short term rates for this sector have firmed as exports from the Atlantic resumed following some weeks of disruption in the wake of the Hurricanes earlier this month.

Rates for the smaller sizes remained firm thanks to continued support from the Indonesia to China coal trade and grain trades from the Black Sea.

Quote from brajakica

Opravdana ili pretjerana reakcija dry bulka?

Pretjerana

idemo dalje... 😁

Na pacifiku i danas napeto a atlantik ima dugu listu zelja na bidu i prorijeden ask.i vikinzi krenuli u juris.nasi ce kad se probude.

Idemo dalje... 😁

Brečmar šumom, a mi drumom.

Vani rast, mi stagnacija, cak i pad se ceka.

Neka, neka. Dobro je to.

Sto je jaca pracka visi ce biti let.

Bulkers in Demand as Freight Rates Go From Strength to Strength

Demand for dry bulk second hand carriers has seen a marked increase over the course of the past week, with many deals being reported. On the back of strong interest from buyers, asset prices made further gains last week. The current buying frenzy is expected to follow through over the next couple of weeks, while possibly even intensifying. https://www.hellenicshippingnews.com/bulkers-in-dem…th-to-strength/

Quote from brajakica

Idemo dalje 500 je pred rjesenjem, sljedeca stanica 550 kome je ovo jos prejeftino😁

5. Element

ste mislili ovako nesto? 👀

Indonesian coal futures are ripping higher. Spot market incredibly tight.

China cape + 14,4% $70.353

Mislim da će vrijednosti brodova do Božića porasti za još 20 posto, kaže izvršni direktor Lars Christian Skarsgård iz Belships (za Finansavisen)

Quote from jasko

China cape + 14,4% $70.353

China-Japan/Pacific Round Voyage

180000DWT

Capesize

$/day

70353

8864

na onom hegnar forumu je početkom godine otvorena tema Cape 100 000$

mislio sam da su ponemeli. izgleda da nisu

Dal se revalorizacija imovine mora raditi svake godine ili? Jel očekujete da će to ATPL napraviti u godišnjem izvješću?

NAV bi u tom slučaju brutalno izgledao, a bilo bi i CnB.

Brodarske dionice su brutalno podcijenjene u ovom trenutku.

Quote from maratonac

Dal se revalorizacija imovine mora raditi svake godine ili? Jel očekujete da će to ATPL napraviti u godišnjem izvješću?

NAV bi u tom slučaju brutalno izgledao, a bilo bi i CnB.

Brodarske dionice su brutalno podcijenjene u ovom trenutku.

Mislim da je neka obaveza ako je vrijednost imovine pala,ako raste nema obaveze...

Quote from maratonac

Dal se revalorizacija imovine mora raditi svake godine ili? Jel očekujete da će to ATPL napraviti u godišnjem izvješću?

NAV bi u tom slučaju brutalno izgledao, a bilo bi i CnB.

Brodarske dionice su brutalno podcijenjene u ovom trenutku.

Refinancirali su brodove. Po prirodi stvari za očekivati je da su ih refinancirali po tržišnoj vrijednosti i da će u bilancu ići ta vrijednost.

Cape + 3,3% 61.683 + 1968

Quote from Manu

Quote from maratonac

Dal se revalorizacija imovine mora raditi svake godine ili? Jel očekujete da će to ATPL napraviti u godišnjem izvješću?

NAV bi u tom slučaju brutalno izgledao, a bilo bi i CnB.

Brodarske dionice su brutalno podcijenjene u ovom trenutku.

Refinancirali su brodove. Po prirodi stvari za očekivati je da su ih refinancirali po tržišnoj vrijednosti i da će u bilancu ići ta vrijednost.

U pravu ste, zbog toga je npr TPNG prosle godine morala prikazati gubitak, zbog refinanciranjakredita brodovi su vrednovani u najgore vrijeme. Tako da ce dobit na papiru izgledati enormna.

Price is above the 8—21 period EMA’s
• RSI is above 50 (56)
• Stochastic above 50
• Price is above the daily pivot point USD 37,900
• Technically neutral yesterday the futured have traded higher on the open above the USD 38,631 resistance, this neutralises the last bear wave and warns the fractal resistance at USD 39,600 could be tested. Price is above the 8-21 period EMA’s supported by the RSI above 50, intraday P&M are aligned to the buyside.
• Upside moves above the USD 39,600 level will target the USD 40,075 high
• Elliott wave analysis has a potential upside target at USD 41,295
• Technically bullish with a potential upside target at USD 41,295 based on the Williams method of price projection in the Elliott wave cycle..........

Kaze joakim

Baltic capesize index +3% to $62k/d
Oct FFA +5% to $50k/d
Brazil/China +4% to $51k/d
WAus/China +2% to $70k/d

Pacific at a massive premium to Atlantic in the wake of Cyclone #Chanthu. Tight tonnage availability on prompt laycans

Uskoro i na atlantiku jako tight jer nema i nece biti balastera prema brazilu a potraznja jaca svaki dan.brodova prema brazilu manje od 2020 a tereta iz brazila vise.

Reketa nece izostati, moguce i vise komada odjednom😁

👓Ovo je planet medvjeda? 👀

As the Capesize spot market continues to push to new records, so does the discount on futures: the front month Capesize contract now trades at a record wide discount to spot of almost 13,000, with only 8 days to go till pricing begins...Opportunity or the shape of things to come?

Freight futures am update

Capesize up ~4%
Panamax up ~1%
#shipping #drybulk $BDRY

BDI 4.651 svi UP

BCI 7.438

BPI 3.994

BSI 3.349

BHSI 1.916