Moja ocekivanja nisu uopce bitna. Nitko ne zna sta ce biti sutra . Treba pratiti razvoj dogadjanja i u hodu se prilagodjavati. Trenutno sam out.
I bez JDPL, koji je odradio već više od 20% od zadnjeg dna?
Da. Ulovio sam +12% na ATPL na ovom zadnjem valu i sada opet cekam daljnji rasplet.
I bez JDPL, koji je odradio već više od 20% od zadnjeg dna?
Da. Ulovio sam +12% na ATPL na ovom zadnjem valu i sada opet cekam daljnji rasplet.
Je li JDPL previše rizičan, pa se ne ulazi ili ima drugi razlog?
Da. Ulovio sam +12% na ATPL na ovom zadnjem valu i sada opet cekam daljnji rasplet.
Je li JDPL previše rizičan, pa se ne ulazi ili ima drugi razlog?
Jako mala likvidnost pa nije za trejd. Cak je i na ATPL problem kratkorocno zavrtiti 1-2k komada.
JDPL mi je bila dugorocna pozicija, tamo nisam trejdao, i opet cu ju kupovati za drzati duzi period.
Trenutno se ne osjecam ugodno u dionicama pa trazim samo prilike za trejd u likvidnijim izdanjima. Neugoda je prvenstveno zbog stanja na sirem trzistu. Kada procjenim da je zrak cist cu opet poceti graditi dugorocne pozicije. Ovako mozda propustim u medjuvremenu neku potencijalnu zaradu, i neka, nema veze, ali je ovako u svakom slucaju rizik bitno manji. Prvo pravilo je ne gubiti novce. Drugo pravilo - ne dopustiti si da neplanirano postanem dugorocni 
Freight futures am update Capesize up ~3%
Panamax flat
BDI 3352 (+117)
BCI 5 T/C routes 180000 41324 2354
BPI 5 T/C routes 82500 29275 371
BSI 10 T/C routes 58328 27367 395
BHSI 7 T/C routes 38200 28224 144
A šta reći, što duže burza bude ignorirala rast svih indexsa, to će biti veći...treba se na to pripremiti.Nek samo nastavi😀
BDI 3,62%
CAPESIZE 6,04%
PANAMAX 1,28%
SUPRAMAX 1,47%
HANDYSIZE 0,51%
Preko bare, ludo zelena boja🤔
Izgleda da su preko bare Božični praznici stigli ranije....i danas snažan rast....Vikinzi nadomak 90 nok.
Preko bare, ludo zelena boja🤔
Kod nas klasika.......nelikvidnost umjesto rasta.......
Display MoreCitam malo transkript Seanergy SHIP, zanimljivo vezano uz kontekst pada brodara taman prije izvjesca i sad vjerovatno ocekivani buyback u odredjenom trenutku tako da ce daljni pad vjerovatno kod nekih brodara bit apsorbiran buybackom i onda moguce u odredjenom trenutku zbog manjeg free floata moguce da raketa malo ubrza kad se iskristalizira 1Q malo, iako je njima taj timefrejm mislim odavno zavrsio, vjerovatno kalkuliraju kada se ukljucit, bas se mislim kako bi lipo bilo da atpl se malo ukljuci na taj nacin kad gledas s 5000kom na 400kn je samo 2mil kn, nista za njih trenutno ali za market bi u ovom padu znacilo puno
Stamatios Tsantanis
Yes. We are fully focused - first of all, you can assume that there's not going to be any imminent acquisitions and we're fully focused on distributing and returning shareholders distributions as well as share buybacks. So this is top of our priority and seizing the opportunity now. I need to say that we have not really been so active in the stock buyback front, because, at that time - when the stocks started to drop, at that time we had entered the blackout period because of the earnings. So, we haven't really been active because we were in a blackout period. Now after the earnings that we exit the blackout period, we're going to be very active in supporting the stock through buybacks as much as we can.
Magnus Fyhr
Yes. [Indiscernible]. Just a follow-up question on the capital allocation. You mentioned share buybacks and potential cash distribution; what are your - what is your view on dividend distribution versus buybacks? I mean some of the competitors have started to announce the dividend strategy. And I was just curious to what's Seanergy's stance there?
Stamatios Tsantanis
Yes. That's an excellent question, Magnus. We want to - we will most likely do a combination of both. So we will start with the stock buyback. And once we are certain that our dividend policy is going to be sustainable, then at a certain point, we will start that dividend policy. It's nothing imminent yet. I just want to make sure that whatever dividend we announced it's going to be sustainable. So announcing a dividend right now and six months or a year down the road, having to discontinue the market is bad. It's certainly something that we don't want to do. We want to feel 100% certain that our dividend distribution is going to be sustainable for many, many quarters to come. So we want to feel that certainly, we're going to see how Q4 and Q1 goes.
As you have seen, the market has dropped significantly. So we want to be a little bit cautious about our dividend plan. And at the end of the day, paying a token dividend just to pay a dividend, it's not our style. I mean whether we're going to do it, it's going to have substance and it's going to be sustainable. So this is what we want to do. In the meantime, once we exited from the blackout period, we'll start making repurchases in order to support the stock as much as we can.
Evo nedavno sam pisao o transkriptu SHIP-a u kojima govore o planovima, danas objave vijest zato je danas potegnuo 10% u plus, inace mi se cini dionica jeftina, kvari jedino taj FFA za Q1 pogled
Seanergy Maritime Announces $16.6 Million Buyback of
Convertible Notes, Warrants and Common Shares, as well as
Open-Market Stock Purchases by the CEO
Highlights:
Buyback of $13.95 million of Convertible Notes
Buyback of Warrant to purchase 4.3 million shares
Buyback of 1.6 million of common shares
Elimination of potential dilution by 17.5 million shares
CEO open market purchases of 0.3 million shares
Seanergy BOD approves new buyback plan of $10 million
Nema zime. Ovaj novi fiskalni poticaj u Kini je došao kao naručen za brodare.
To bi trebalo tržištu davati živost mjesec ili dva taman do veljače i nove sezone.
EuroDry Ltd. (EDRY)
Including Q3, they are projecting earnings to be ~$53m between Q3 '21 to Q2 '22 compared to a market cap of $54m.
Cal '22 are higher than their projections. Could be below 1x earnings. http://www.eurodry.gr/files/Eurodry-Q3-2021.pdf
GOGL ex-dividend date. Danas.
During 2021, 357 Bulk Carriers were delivered with a total DWT of 35.1
million dwt or around 3,8% of the existing dry bulk fleet. Specifically, 85
VLOC/Capesize, 15 Post-Panamax, 85 Kamsarmax, 87 Supramax/Ultramax
and 85 Handysize vessels were delivered. As the dry bulk freight market
started to pick up early in 2021, both asset values and scrap prices increased inevitably. However, dry bulk ship recycling remained very low
throughout the year, as booming freight rates prevailed over the incentive
to scrap amid decade high scrap prices. YTD2021 only 67 bulk carriers have
been reported sold for demo for approx. 6.0 million dwt (including about
0.34 million dwt of the self-dischargers). The majority were Handymax bulk
carriers; i.e 39% or 26 out of 67 units that were demolished. Additionally, 12
Handysize, 8 Panamax, 8 Capes, 8 VLOC and 5 Self Discharges were reported
scrapped. Even with scrapping activity below 2019 levels, the dry bulk fleet
increased by approximately 3.2% y-o-y, slowing down from +4.0% y-o-y
growth during the same period last year. What is more, dry bulk market
disruptions during the previous 2 years, new environmental regulations
and shipyards slots filled with containers continue to keep orderbook close
to record low levels of 7.0% of the fleet, despite 2021 contracting having
increased above 2019 levels. A low dry bulk order-book combined with
most reputable ship yards quoting slots for 2024 onwards, means that we
might see deliveries slippage increasing looking forward leading fleet
growth to slow well below 2% over the next two years creating a more favorable dry bulk market environment for longer.
https://www.hellenicshippingnews.com/wp-content/uploads/2021/12/Intermodal-Report-Week-48-2021.pdf
BCI 5TC 43030 1706
GOGL ex-dividend date. Danas.
I na atpl več drugi put ovaj tjedan..... 
......istina da volumena nema i to je još ružniji dio priće, da na 3 i pol kile bdi-a nitko nije zainteresiran za trgovinu...... 
GOGL ex-dividend date. Danas.
I na atpl več drugi put ovaj tjedan.....
Super mi je ovo kad atpl ne prati bdi prema gore ali čim malo okrene eto i nje 
No dobro, ionako smo svi (osim mitkka) dugoročni? 
BDI -3423 up
