DRY BULK

    Odgovor:

    Ovisi koga pitas

    Joakim mi je nesto uporan sa negativom. Mozda ima malo i tastine, ako stvarno ubode taj Q1 cape na 10k ko mu moze kasnije reci da nije najjaci shipping analiticar


    Quote:

    Not sharing my trading activates. No value add. Assume that I am net zero. I do though think this is a dead-cat-bounce

    Ja gledam onako mirno i sa smjeskom cekam godinu, dvije, a sad dali ce u nekom razdoblju unutar toga malo i pasti kao zadnjih mjesec dana, nema frke 😎

    Tko može znat, kud će sve ovo.Moje je mišljenje da ce se vozarine vrtiti na ovim razinama, malo gore, malo dole.Zato i osobno ostajem na bar godinu dana, iz više razloga...To da sam neki dan propustio veliku zaradu, jesam...ali nije me previše uznemirilo jer vidim, dosta veliku zaradu u narednom razdoblju...i mislim da pad nikako nije trebao bit onoliki, ali šta je tu je...

    Cili svit je volatilniji,capeovi su volatilniji od manjih brodova.

    Svejedno ja san već spreman na lošiji 1q bez obzira na vozarine jer smatram da ce uprava provati ubosti najpovoljniji period za dokovanje.

    Mislim da imaju bolji uvid od nas pa bi im prepustia da se oni oko tog sekiraju 😅

    Despite the falling rates over the recent weeks, the lag in Belship’s business means that when the spot markets fall, the outperformance will tend to be higher. The company communicated of a 77% of available ship days in 4Q to be booked at about USD 29,000 net per day (compared to USD 25,378 net per day during 3Q21). Around 42% of available ship days in the next four quarters are booked at about USD 25,500 net per day. Both these figures should be valued very positively, mostly meaning that the next year is deemed to be highly profitable even in the event of the rates not recovering to previous heights. The long-term future is bright as well – the orderbook of Supra/Ultramaxes is below 6% which is historically very low – we are heading towards the lowest rate of supply growth in 30 years. Furthermore, if the pandemic brings no more surprises, the economic activity should accelerate, whereas the minor bulks tend to correlate with the GDP. https://www.hellenicshippingnews.com/belships-buy-n…tremely-strong/                                                                                                                                                                                                                                                                                  

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    I nedavno smo o ovome.

    Doci ce dan za iz GuG ;) :)

    Shvatit ce ulagaci sto znaci dobiti kvartalnu cash dividendu 20-30%(godisnje)

    It’s hard to recall any industry that has turned so sharply upward in its net financial performance

    The $48.1bn in Q3 container shipping profits was almost 50% higher than total FANG profits and the 42.7% net income to revenue margin was almost three times higher. Compared to earnings behemoths Apple and Microsoft combined, container shipping industry profits were still almost 15% higher with a profit margin that was almost 30% higher.

    Container shipping lines smash profits made by Facebook, Amazon, Netflix and Google - Splash247
    Shipping, long castigated for its lack of appeal to millennials and Gen Z, has chalked up an impressive stat to give it some street cred to today’s college…
    splash247.com

    Jos kad povezu odnose valuacija, koliko je shipping sektor duboko podcijenjen.

    Letit ce perje i na bulkerima i tankerasima koji su na samom dnu ciklusa.

    Iron ore (gvožđe) je odlučio da neće čekati kraj Olimpijade nego je jutros otišlo u pozitivnu blokadu. Jedan kaže da je to zato što ih ima koji hoće sad po niskim napuniti skladištima da ne čekaju kraj Olimpijade kad bi moglo bit poskupljenje.

    Izgleda da se ogreblo dno, tj. da i u tzv. mrtvoj sezoni imamo relativno visoke razine vozarina.

    Cekam GOGL rezultate i divku sutra.

    Vidjet cemo dokle ce Reddit ignorirati sadasnjost.

    Bolje je jeftino kupovati nego jeftino prodavati.

    Quote from lebowski

    Iron ore (gvožđe) je odlučio da neće čekati kraj Olimpijade nego je jutros otišlo u pozitivnu blokadu. Jedan kaže da je to zato što ih ima koji hoće sad po niskim napuniti skladištima da ne čekaju kraj Olimpijade kad bi moglo bit poskupljenje.

    Rast Kineskog GDPa je u banani, opet su 🇨🇳drugovi napravili vise stete nego koristi.

    Gasenjem visokih peci ugasili su rast gdp,sve smo to i mi ovdje predvidjeli cim je pocelo.

    Dodatno svijet treba zeljezo i proizvest ce se negdje, u indiji, vijetnamu,bilogdje.

    Treba i kinezima i morat ce ga uvoziti od drugih, to vec i rade.

    Postcovid oporavak traje i trazi zeljezo i sve ostalo. Ne staje potraznja u svijetu za zeljezom ako jedna drzava odluci da zeli privremeno smanjiti proizvodnju.

    Oni koji to ne razumiju su prodavali na 350 a kupovat ce nazad na 450 ili jos skuplje ili nece vise kupiti ali nece zato sto oni ne kupe rast izostati.

    To je tek najveca zabluda onih koji su prodali.

    Ima jos nekih zabluda koje vidim usprkos visekratnom ponavljanju i obrazlaganju.

    Ostavite se trejdanja jer samo jako mali broj ulagaca moze tako zaraditi vise a svi ostali manje.

    I u padu smo upozoravali da ce rast cijene biti na manjem volumenu nego pad.

    Jednostavno smart money kupuje i ceka dan za prodaju bez trejdanja i to onemogucava da se zaradi trejdanjem osim jako malo broja ulagaca.

    I pitanje je i koliko su da sada ti isti trejdanjem propustili i koliko ce propustiti.

    Vrijeme za dobru prodaju nece biti prije 2023.

    Tek dolaze EEXI, CT....

    Shipping ce sa ovim velikim zaradama koje su u vrhu svjetske ekonomije privlaciti sve vise ulagaca i fondova jer nece moci vise ignorirati veliku zaradu, velike dividende i rast dionica.

    Svi su upozoreni, tko zeli zaraditi manje umjesto vise neka prodaje.

    Sada su kontejneri na vrhu zarade, uskoro im se pridruzuju bulkeri a za njima sljede tankerasi koji su na dnu ciklusa sa vozarinama i cijenama dionica.

    New analysis shows EEXI would lead to 6.6% emissions reduction

    The data showed that the engine power limitations required by vessels to comply with EEXI would only have come into effect at high-speed peaks and therefore, for most of the year, if EEXI had been in effect, vessel operations would have remained largely similar. The study also noted that the speed reductions required by EEXI would have reduced the transportation capacity by an average of 2% for bulkers, depending on the year in which the vessel was built.

    Napa.jpg


    New analysis shows EEXI would lead to 6.6% emissions reduction - Splash247
    Implementation of the Energy Efficiency Existing Ship Index (EEXI) would reduce CO2 emissions by an estimated 6.6% and carbon intensity by 4.6% on bulk…
    splash247.com

    The costs of installing carbon capture systems onboard revealed

    A feasibility study conducted by the Oil and Gas Climate Initiative (OGCI) and Swedish tanker owner Stena Bulk shows the costs involved in installing carbon capture devices on ships. The study makes clear that such technology is feasible – something already demonstrated at sea in Japan by Kawasaki Kisen Kaisha (K Line) earlier this year – but it comes at quite a price, both in terms of installation and operating costs.

    The costs for installation come in at around $30m for a system capable of capturing 90% of all CO2 emitted at sea (see chart below), while annual operating costs for such a system are estimated to be in excess of $2m a year, essentially adding another 25% to a ship’s annual operating expenses.

    The costs of installing carbon capture systems onboard revealed - Splash247
    A feasibility study conducted by the Oil and Gas Climate Initiative (OGCI) and Swedish tanker owner Stena Bulk shows the costs involved in installing carbon…
    splash247.com

    Edited once, last by StatusQuo: Merged a post created by StatusQuo into this post. (November 23, 2021 at 10:10 AM).

    John Banaszkiewicz, chair of the Baltic Exchange’s FFA Brokers Association and founder of Freight Investor Services, one of the biggest brokers of freight futures, gives an update on this often overlooked trade.

    Funds that speculated on freight futures made returns of 100%, he says, as algorithmic and so-called black box or algo-trading are also helping to boost liquidity.

    “It’s just like buying stocks and shares,” Banaszkiewicz tells Lloyd’s List.

    You won’t find a more comprehensive and easy-to-understand overview of the dry bulk FFAs anywhere else.