DRY BULK

https://slobodnadalmacija.hr/om/vijesti/dob…-dolara-1141016 za sad sljede puno bolji ugovori....što je jako dobro za naredno razdoblje...

Quote from hugh

Quote from brajakica

Vozarine za cape pale sa 80 na 25k

Za nekog katastrofa a za mene i dalje odlican spot i prosjek za 2021.

Nije videno 13 g na dry bulku.

Pnmx supre i hendici se drze stabilnije i bolje od capea.

FFA za 2022 se i dalje drze u vrlo profitabilnom teritoriju.

Dionica u dubokom dipu,nudi nam se prilika. Ja sam nesto ubacila u kosaru i planiram jos.

Po meni ovih 410 je odradeni bear trap promatrajmo dalje.

Cestitam na znanju, dobroj anticipaciji pada ali ovakav pad nitko nije ocekivao.

Koji vam je trenutni target za ponovni ulazak ako nije tajna?

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hvala,nemam target za eventualni jači ulazak, odnosno puno ovisi o daljnjem raspletu......"target" je pratiti razvoj situacije i tome se prilagođavati i imati na umu taj prvi i drugi mjesec makar to ne mora puno značiti jel vrlo često je u dry bulku pravilo da nema pravila ali neka pravila uvijek postoje.......

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Obicno je na trzistu kapitala logika da nema neke logike 😀.

Meni je za sad bitno da su cijene brodova i TC, kao i spot vozarine koje su nama bitne i dalje vise nego odlicne, pocetkom godine vecina brodara bi potpisala i 50% manje od ovih 😎

China daily coal output hits multi-year peak, prices expected to fall

China daily coal output hits multi-year peak, prices expected to fall

China's daily coal output hit 11.93 million tonnes last week, a multi-year high as more capacity returned to operation, the state planner said in a statement…

www.reuters.com

China's coal imports reached 26.9 million tons in October, up 96.2% from a year ago, according to customs data released Sunday.
However, that was down 18.2% from 32.9 million tons in September.
China's State Grid said Sunday that power supply and demand in its areas of operation had returned to normal, but warned of challenges in the coming winter months.

China's coal imports in October nearly doubled from a year ago

China imported nearly twice as much coal in October as it did a year ago, despite signs the country's power shortage is easing, customs data showed.

www.cnbc.com

*3Q21 vs 3Q20 net profits (latter in brackets):
Eagle : $78.3m (-$11.2m)
Genco : $57.1m (-$21.1m)
Safe : $55.4m ($3.3m)
GoodBulk : $32.0m (-$1.2m)
Seanergy : $20.1m ($3.6m)

From 2023, new IMO rules, reinforced by global efforts at the political level to
decarbonise, will cause more scrapping, lower engine outputs, slower speeds and
reduced emissions. Historically low bulk carrier orderbooks, combined with the
introduction of mandated ship inefficiencies, will allow demand growth to shine.

Quote from jasko

*3Q21 vs 3Q20 net profits (latter in brackets):
Eagle : $78.3m (-$11.2m)
Genco : $57.1m (-$21.1m)
Safe : $55.4m ($3.3m)
GoodBulk : $32.0m (-$1.2m)
Seanergy : $20.1m ($3.6m)

From 2023, new IMO rules, reinforced by global efforts at the political level to
decarbonise, will cause more scrapping, lower engine outputs, slower speeds and
reduced emissions. Historically low bulk carrier orderbooks, combined with the
introduction of mandated ship inefficiencies, will allow demand growth to shine.

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Da bi bilo u kompletu

AP : kn 91,106 mil/ -51,07 mil

Zapravo je cca $7,1m ($0,96m)

Radi se samo o trećem kvartalu.

Lijepo izgledaju ovi grafovi........

▪ Source(s): Clarksons SIN, 10-yr old supramax price index

BCI 5TC 28014 +815

A lijepo sam vam rekao

kad se većina dionica toliko bottomirala da 'pleše' na 200 SMA, o čemu pričamo više?

a kvartalna izlaze sve jedno bolje od drugoga plus forward-looking statement koji potvrđuje da je Q4 još i bolji

cijena i fluktuacija cijene može se dogoditi iz raznoraznih razloga, nije na nama da brinemo o tome

kad i ako na izvješćima možeš iščitati pad zarada (i/ili prihoda) a dionce opet budu na ATH, onda možemo o rasprodaji pričati

do tada, šuti i trpaj!

Freight futures am update

Capesize up ~7%
Panamax up ~5%
#shipping #drybulk $BDRY

Baltic Dry Index up 0.11% to 2,718 points

Capesize +3.0% to $28,014

Panamax -0.29% to $26,228

Supramax 58k tons -3.43% to $25,669

Quote from jasko

Baltic Dry Index up 0.11% to 2,718 points

Capesize +3.0% to $28,014

Panamax -0.29% to $26,228

Supramax 58k tons -3.43% to $25,669

Prebrz si…evo i Hannisdahl javlja da je nadokupio GOGL..

Quote from jasko

From 2023, new IMO rules, reinforced by global efforts at the political level to
decarbonise, will cause more scrapping, lower engine outputs, slower speeds and
reduced emissions. Historically low bulk carrier orderbooks, combined with the
introduction of mandated ship inefficiencies, will allow demand growth to shine.

Koliko sam ja svatio iz komentara CEO SB sa nedavne konferencije problem je sta brodovlasnici vec od sljedece godine moraju jako poceti paziti na brzinu brodova i kome ce dodijelivati vecu brzinu jer ce im sve to ulaziti u izracun za pocetak 2023, pa ce pritisak na nize brzine vec poceti od sljedece godine.

Kad ste vec svi u linkanju istog izvora

China's State Grid warns of tight supply in winter, despite easing power crunch

China's State Grid Corp (STGRD.UL) warned of a "tight balance" between power supply and demand through winter until spring, even though a power crunch has…

www.reuters.com

BEIJING, Nov 7 (Reuters) - China's State Grid Corp (STGRD.UL) warned of a "tight balance" between power supply and demand through winter until spring, even though a power crunch has eased following measures to boost coal supplies and get large users to cut back on electricity.

"The grid would overall see a tight balance of the supply and demand situation and power shortage in some regions," the firm, which handles electricity transmission in three-quarters of China, said in a statement.

By Nov. 6, almost no region required residential and industrial users to cut power use, the firm said, but added that some high-polluting firms that are large consumers remain under orders to reduce operation during peak hours of use.

Coal inventories stand at 99.32 million tonnes at power plants in the region supplying State Grid, the company said, or enough for 20 days of use.

Weather experts forecast La Nina conditions to return this winter, indicating possible colder temperatures in China's north and less rainfall in its south

High dry bulk rates may last through to 2024 https://lloydslist.maritimeintelligence.informa.com/LL1138535/High…through-to-2024

Malo nam se Jasko ulijenio, pa .......kako on ono napiše....., a ponešto i o ugovorenim TC

BCI 5TC 30475 +2461 ( + 8,8% )

Po svemu sudeći danas bi mogao biti lijepi odbijanac vani. Joakim je opet bullish i crta rakete

Jesu zvali 5. Element na skup?