ATPL (Atlantska plovidba d.d.)

Quote from Brodolomac

Očito su panamaxi i supre otporne na corona virus kad im vozarine nastavljaju rasti za 2% i 4% na Dalekom istoku.

Vozarine rastu, pa tako i prihodi AP.

A ti misliš da će danas brodari u USA rasti?

09.03.2020.

Capesize -6.2% to $2,385

Freight futures am update

Capesize down ~9%
Panamax down ~7%

Baltic Dry Index Falls 0.16% to 616 in London
•Capesize -6.18% to $2,385
•Panamax -0.04% to $8,271
•Supramax 58k tons +2.43% to $7,748
•Handysize +2.13% to $4,418

Baltic Indices 09/03/2020


BDI 616 (-1)

BCI -372 (-60)

BPI 1067 (-1)

BSI 704 (+16)

BHSI 355 (+5)

BCI 5TCavg $/day2385 (-157)

BPI82 - TCA $/day9607 (-3)

BSITCAvg $/day7748 (+184)

7TC $/day6384 (+92)

(c)BEISL-2020

Propadoše indexi...😀

The daily coal burn rate at China's six major coastal power plants has come in today at 528,000 tons. This is 5% more than Friday's burn rate and the strongest rate seen since January 21st. On a year-on-year basis, it is down by 17%. In comparison, on Friday it was down year-on-year by 27%. Also of note is that traffic levels have normalized. Collectively, traffic in the five cities we have been reporting on is now up year-on-year by 2%. In comparison, on Friday it was down year-on-year by 11%.  

nevezano za corona virus događa se još jedna zanimljivost, a to je da su danas cijene nafte pale cca 30 %. To je posljedica nedogovora između Rusije i zemalja članica OPEC-a, što ima za posljedicu povećanja proizvodnje Saudijske arabije i rušenja cijene. Ono što bi pozitivno moglo biti bar u nekom kraćem razdoblju trajanja tog ako ćemo ga nazvati naftnog rata bi bila znatno manja cijena nafte što bi moglo pomoći brodarima u pogledu troškova zbog gubitaka i smanjene potražnje za prijevozom u ovom razdoblju što za posljedicu ima manje cijene vozarina.

Što se same ATPL tiče, ovo danas je kratkotrajan poremećaj uzrokovan općom panikom i stanje bi se vrlo brzo moglo smiriti.

ja sam osobno danas nešto i kupovao (prosjek 241) i mislim da sam dobro prošao, a možda ću još ovih dana dokupiti. OVO NIJE NIKAKAV NAGOVOR NA KUPNJU ILI PRODAJU -ovo je isključivo moja odluka, a vjerujem da će se brzo pokazati koliko sam bio u pravu.

Isto tako treba reći kako je evidentno da se provodi pritisak na rušenje cijene kroz "loptanje dionica" nekoliko vlasnika. Imam sumnje , neću javno ali Hanfa bi svakako trebala napraviti istragu i ukoliko se pokaže da je bilo nedopuštenih postupaka adekvatnom kaznom sankcionirati aktere i odgovorne osobe u pravnim osobama koje su uključene u taj postupak. Očekujem od Hanfe da reagira.

sad će hanfa,samo su ovo čekali

a ne znam ni od kud ti ovo o nafti

Ja cijeli dan gledam vijesti i nitko ne govori o tome

Quote from villach

Isto tako treba reći kako je evidentno da se provodi pritisak na rušenje cijene kroz "loptanje dionica" nekoliko vlasnika. Imam sumnje , neću javno ali Hanfa bi svakako trebala napraviti istragu i ukoliko se pokaže da je bilo nedopuštenih postupaka adekvatnom kaznom sankcionirati aktere i odgovorne osobe u pravnim osobama koje su uključene u taj postupak. Očekujem od Hanfe da reagira.

Čuj, daj kad već prijavljujes Hanfi neregularnosti s ATPL, prijavi i američku ekipu SEC-u.

https://finance.yahoo.com/quotes/DSX,SB,…GOGL,NM/view/v1

Quote from harpun

a ne znam ni od kud ti ovo o nafti

Ja cijeli dan gledam vijesti i nitko ne govori o tome

Naočale kolega, nabaviti naočale... cvike, đozle Il kako se već u vašem kraju zovu.

Good Day,


Attached is a special update discussing positive coronavirus-related

developments. We have been early on coronavirus and have published

almost entirely negative coverage, but of note is that today several

positive developments are evident. As we discussed in our note

earlier this morning, today marked the very first day since the start

of coronavirus-related disruptions where traffic was collectively up

on a year-on-year basis in the five Chinese cities that we have been

reporting on. In addition, for a second day in a row the Chinese

government has reported no new locally transmitted coronavirus cases

outside of Hubei province. Also very encouraging is that the number

of new coronavirus cases in South Korea has fallen sharply in recent

days. Nothing is definitive yet, but it is possible that the

coronavirus is burning out in these two nations. This would be

wonderful news for these two nations and the world at large.

jutro. Ajmo malo pozitive ljudi, danas je dan kad ce ovo rasti. Gigic je vec nasao clanak pozitivan. Evo i ja mogu nadodat da sam danas narucio 4 upaljaca iz kine, pomogao sam ekonomiji kine. Jebes trziste, to neko muljari i jebe nas, samo pozitiva. Ulazimo danas jako svi i dizemo prosjek

Jučer je utvrđeno samo 19 novih slučajeva zaraze, od toga 17 u gradu Wuhanu. Kreću pripreme za normalizaciju poslovanja u pokrajini Hubei.

Coronavirus update: Xi Jinping makes first visit to Wuhan since outbreak began

• Chinese leader arrives in stricken city to inspect prevention and control work
• Wuhan continues to be only site of new domestic cases on the mainland

Wuhan's last remaining converted hospital to treat Covid-19 patients with mild symptoms, closed on Tuesday in a sign the epidemic there is now largely under control.

It is the third consecutive day that China has reported new domestic cases only in Wuhan.

Professor Zhu Lijia, from the Chinese Academy of Governance, said Xi's visit to Wuhan marked the Chinese leadership’s belief that “major progress has been made and a fundamental turning point has been achieved in China’s coronavirus battle.”

Officials in Hubei should prepare for business to return to normal, the local party chief Ying Yong told a provincial coronavirus containment strategy meeting on Monday.

“[We should] fully support companies that have global export chains, flagship engineering projects and agricultural-related corporations to return to work, and [we should] assist other companies to gradually resume business at safe and suitable times,” said Ying, who was appointed last month, according to provincial newspaper Hubei Daily on Tuesday.

https://www.scmp.com/news/china/soc…urther-slowdown

krenulo je drukanje vidim. Onda mozete prenijeti i vijest da je Italija blokirana, cijela. Europa je kaos, i pogorsava se u svakoj drzavi. Ali tesko drukerima racionalno sagledati situaciju. Samo rast predvidaju a dobivamo samo pad, kakvi profesionalci kakvi strucnjaci. Za plakati

Ako se ne varam, Kina je ta koja daleko najviše utječe na sektor prijevoza rasutih tereta, a tamo se stanje kontinuirano popravlja.

Mene samo fascinira da ekipa koja nema dionicu, i navodno ju ne bi nikada niti imala, ovdje pise redovito dan za danom.

Odakle im samo vremena i volje.

Ja sudim samo prema sebi. Pratim samo one dionice koje imam ili zelim imati.

A sada me ispricajte, idem raditi.

Quote from Marielena

Mene samo fascinira da ekipa koja nema dionicu, i navodno ju ne bi nikada niti imala, ovdje pise redovito dan za danom.

Odakle im samo vremena i volje.

Ja sudim samo prema sebi. Pratim samo one dionice koje imam ili zelim imati.

A sada me ispricajte, idem raditi.

Ovime je sve rečeno.

Pametnome dosta.

Od kada smo to prenosenje vijesti poceli karakterizirati kao drukanje?

China January-February iron ore imports rise on firm demand despite virus disruption

"China’s iron ore imports rose 1.5% over January and February from the same period a year earlier, customs data showed on Saturday, supported by firm demand at steel mills though the coronavirus outbreak had disrupted downstream sectors."

https://www.hellenicshippingnews.com/china-january-…rus-disruption/

China’s Jan-Feb soybean imports rise 14% on year to 13.51 mil mt

"China’s soybean purchase showed a hike in the first two months of 2020 due to the delayed customs clearance of soybean cargoes bought in December last year, sources said. Additionally, China’s Phase 1 trade deal commitments have also spurred demand for US beans.

Under the US-China Phase 1 trade deal, signed on January 15, Beijing has pledged to buy $80 billion worth of US agro products in two years, including soybeans, which has been the primary trade item between the two nations.

China’s soybean demand is forecast to rise as high as 90 million mt in 2020, up 9% on the year, amid the Phase 1 trade deal and a consolidating pork industry, which has started rebuilding hog stocks that have been affected by the African swine fever outbreak since August 2018, according to S&P Global Platts Analytics."

https://www.hellenicshippingnews.com/chinas-jan-feb…o-13-51-mil-mt/

Kina

Panamax mali +

Supramax veliki +

Ljudi, pa ova dionica je pala 50%, a poslovanje stabilno i EBITDA raste.

Vozarine rastu, gradi se Batala, a negativnih drukera i igrica će uvijek biti.

Panamax i Supramax i da nas rastu u Kini, dok Supramax značajnije raste