ATPL (Atlantska plovidba d.d.)

BDI - 4,5% 1807

Plima i oseka, navikli smo.

Ima li pad BDIa kakve veze sa Zlatnim tjednom u Kini?

FFA Tone: Capes very thin trading generally supported at current levels with Oct printing several times at 25500
and nov trading mid to high 19's. Panamax and Smax both a touch better.

BDI -4,2% 1732

Jedino ne kuzim kaj je kolegama smijesno u padu BDIa, koji je volatilna vrijednost?

🤔

Quote from Moller

Quote from Marielena

Jedino ne kuzim kaj je kolegama smijesno u padu BDIa, koji je volatilna vrijednost?

🤔

pa izašli su iznad 200, pa se smiju ovima što plaču

Je samo su oni kupovali cca 225 koliko se sjecam i rugali se onima koji ne kupuju.

Pa nek se rugaju nama koji smo kupovali kada je vec palo ispod 200 mozda bas od njih

Pa rast BDIa je prije svega rastao zahvaljujuci capeovima koje Atpl nema. Panamaxi jos nisu ni bili na nekim razinama za slavlje.

Btw, jesmo saznali tko je vlasnik Bilbijinih dionica?

Mislim da smo na početku jednog velikog super ciklusa.

http://gersemiresearch.com/wp-content/upl…xed-Picture.pdf

BDI - 5,48% 1637

FFA Tone: Capes sold off early Asian time and continued weaker European open dropping over 5% across the curve. Panamax finally breaking through supports with next line of support now barely holding at 11k on both Oct and Nov.

Ja iz Grada i mogu kazat da ljudi svašta ćute. Gospar Bilbija čini se uša u se, a spominju se i neki Rusi koji kupuju ugljen. Slabo tu mogu furešti uspjeti. Dubina mala nešto priča, ali Atlantska je uvijek bila na ponos Grada, da ne kažem i sponzor Juga. Slabo je to sve skupa u zadnje vrijeme. Lako je grintat, ali nemožeš guštat kad vidiš šta se događa. Nevera traje i traje i ne vidi joj se kraj.

Trump vs. Biden: How the winner could affect ocean shipping

Analysts weigh ocean-shipping consequences as Election Day nears

https://www.freightwaves.com/news/trump-vs-…source=hs_email

Cape and Pmx prompt losing support and breaking through some key levels

NZadnjih godina ne pratim atpl. Po koliko je Bilbija kupovao i da li se iskrcavao? Kupovao je i po 300 kn?

BDI - 4,6% 1561

Quote from Krokodil

NZadnjih godina ne pratim atpl. Po koliko je Bilbija kupovao i da li se iskrcavao? Kupovao je i po 300 kn?

http://prev.zse.hr/default.aspx?id=99116

http://prev.zse.hr/default.aspx?id=99143

ovo je zadnje što znamo do sada,

i da, nije loše izašao obzirom da je kupovao oko 140,

sada će on opet dočekati nakon izvješća

The World Steel Association (worldsteel) today released an update to its Short Range Outlook (SRO) for 2020 and 2021. This SRO is showing a much more optimistic outlook than the previous SRO finalised in June. While still showing a decline in demand for 2020, it is a much smaller decline than previously expected.

In 2020 worldsteel forecasts that steel demand will contract by -2.4%, dropping to 1,725.1 Mt due to the COVID-19 pandemic. In 2021 steel demand is expected to recover to 1,795.1 Mt, an increase of 4.1 % over 2020.

https://www.worldsteel.org/en/dam/jcr:3b8…0%2520table.pdf

Baltic Dry Index Falls 5.38% to 1,477
Capesize -8.21% to $19,952
Panamax -3.47% to $10,570
Supramax 58k tons -0.14% to $10,736
Handysize +0.03% to $8,823

Razumljivo........bilo bi izuzetno neobično da ovaj prodavac nije upravo to i očekivao.

Dry Bulk report week 42

https://www.balticexchange.com/en/data-servic…rt-week-42.html