Sto margine rafinerija govore o
Oil demand?
Product tanker demand?
moze i bez clarksona🤭
Posts by brajakica
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The war in Ukraine will put further pressure on grain-importing countries as a reduced number of vessels drives up shipping rates. About 80-100 ships, mostly bulk carriers, have been unable to leave Ukrainian waters for ~2 months due to underwater mines and military blockades
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Ako nece u kinu vozit ce se vuglen u vijetnam, europu,indiju, japan...
Samo da vuglena proizvode sto vise jer kupci cekaju u redovima. u meduvremenu ce se kinezi podaviti sa svojim smece ugljenom pa ce i njima doci iz GuG.
Ovo ljeto nece sve klime i feizderi u kini i indiji raditi,doci ce im GuG.
Promatrajmo
Vietnam plans to raise its annual coal imports to 46.5 million tonnes by 2025 and to 123.7 million tonnes by 2045 from 36 million tonnes last year, the Ministry of Industry and Trade said.
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GOGL - Golden Ocean Group Limited
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
13.96+0.32 (+2.35%)At close: April 18 04:00PM EDT
14.09 +0.13 (+0.93%)
After hours: 07:59PM EDT
EGLE - Eagle Bulk Shipping Inc.
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
70.85+2.79 (+4.10%)At close: April 18 04:00PM EDT 71.00 +0.15 (+0.21%)
After hours: 06:10PM EDT
Novi vrhovi za ova dva brodara posebno veseli EGLE koji ima tip brodova kao naši bulkeri...sad stvarno jako zaostajemo s rastom ...
Bulkeri su po fundamentima strong buy + strong trend frend spika u ocekivanju glavne sezone, FI 1Q i dividendi.
Princeza dijana na 5.30,cekamo odgovor kraljice🤭
Promatrajmo
Gogl jucer najvisa 14.27$
🤑Zacks equity research
Golden Ocean Group (GOGL) is another Transportation stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 25%.
The consensus estimate for Golden Ocean Group's current year EPS has increased 5.4% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).
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I ekipa sa nasdaqa kaze opet danas buy tankerase kada je opet market u crvenom.
U 2022.dodatnih +1% za tankerase/produktase
+42%/+50%
Nasa sestra tpng nikako da uhvati korak sa strancima ali ona ga ne hvata ni sama sa sobom
17.01.2020. tpng 45 bcti 620
24.04.2020.tpng 59 bcti 2000
20.05.2020. tpng 55 bcti 600
16.06.2020. tpng 51 bcti 400
20.07.2020. tpng 51 bcti 350
25.08.2020. tpng 52 bcti 480
08.10.2020. tpng 52 bcti 350
17.02.2021.tpng 44,5bcti 540
25.03.2021. tpng 45 bcti 650
10.05.2021. tpng 46 bcti 535
08.08.2021. tpng 47 bcti 520
01.09.2021. tpng 44 bcti 500
21.10.2021. tpng 44 bcti 560
24.04.2020.tpng 59 bcti 2000
(3 tjedna iznad 1000)
Za sada duplo duze,u zadnjih 6 tjedana bcti je prosjecno 970?
Za cijenu 50kn bio je dobar bcti 300-400.
Za cijenu 45kn u vise navrata bio je dovoljan bcti 500-600
black magic i uroci jos drze i cekaju nas nevjerne tome.
bcti treba ozbiljno dole ili tpng treba ozbiljno gore.
sada je ovaj rast na puno zdravijim osnovama od prethodnog spike-a koji je kratko trajao,te se osnove mjesecima poboljsavaju, ako netko zakasni ili propusti sam ce si biti kriv.
😅🤭Bingo ili giljotina🤪😥
Promatrajmo
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BCTI nova druga najveca vrijednost u 12 godina.
Ekipa sa investinga kaze "strong buy"
Promatrajmo
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Hyundai Heavy Industries: 6 new orders of 7,900-teu boxships. Delivery 1H 2025
Ako se za gradilista profitabilniji lng i kontejnerasi i koji su priopritet u gradnji cekaju 3 godine kada bi mogli doci na red tankeri ?
Necemo plakati, full bullish💕🌛 🐰
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Premium Uskrsni recept 5 star restaurant chefs:
Spojiti 2 historically sastojka(zacina) i dodati u demand koji bubri.
As we head into Easter, the recycling industry continues to surpass expectations with historically firm rates, particularly from India and Pakistan." One tanker was scrapped last week: 36,962 dwt DEBO (built 2002 in Croatia) for $720/ldt.
Tanker orderbook historically low
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Orderbook tankers historical low
🎉🎇🥚Sretan Uskrs🐰
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There's only one thing that can end a supercycle: investment.
Policy got to address supply & de-bottleneck the system so that it accommodates demand growth long-term. That's how you ended the 70s. It's how you ended the 2000s. And that's how we're going to end this one. -
Heading into the Easter break, a recap:
Brent crude: $110 per barrel
European diesel: $1,150 per tonne
NY harbor jet-fuel: $5.25 per gallon
Henry Hub gas: $7.25 per mBtu
TTF gas: $30.5 per mBtu
German 1-year power: €200 per MWh
Coal API2 Europe: $350 per tonne -
Gogl je jedan od predvodnika dizanja na novi level vrednovanja najpodcijenjenijeg sektora. Krece selidba kapitala prema commodities i sa growth na value.
Sljedi ozbiljna nestasica diskontiranih shipping dionica.
Trazite da vam serviram.....
Did finally GOGL break the resistance? We'll see in the next few days if it sticks. Then we'll have price discovery. The index/rates may suggest that we are at an inflection point. If so, it will be a tight supply of drybulk equities going forward.
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Usa market negativan sentiment
tankerasi nakon jucerasnjeg jakog rasta i danas nastavak rasta.
Sapienti sat?
Promatrajmo
Sa ove liste u 2022.
Tankerasi +41%
Produktasi +49%
Tpng +9%
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Evo Gogl probio novi vrh 13,41 trenutno ako to nije nagovjestaj gdje su ocekivanja vozarine onda ne znam sta je, gogl je bolji nego FFA kako mi se cini ili nas samo vara da se bagra iskrca haha
stize plima koja dize sve brodove na shippingu.
Danas usa market negativan sentiment a bulkerasi jaki rast, ulagacima dolazi iz GuG da su bulkerasi najbolji hedge protiv inflacije, 🐰Trend frend spika potvrdena u praksi posto za vrijeme duzeg pada FFA bulkerasi su stagnirali,sada kada FFA raste jaki rast bulkerasa,ide njihov skok na novi level.
Gogl ide na 14-15$ a ostali ce pratiti.
Atpl za 15 dana kada na povrsinu izadu zse☢️ bu(n)lkerasi
FFA Smax may +1850(32500)
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Golden Ocean Group Limited (GOGL)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
Add to watchlist
13.06+0.63 (+5.02%)As of 10:05AM EDT. Market open.
Nadam se da je izvjesna kolegica ipak kupila na malo više od 11 kn.....
ostala sam na 11$, nisam dokupila vikinge za iznos zadnje 3 dividende.Spustili su se do11,11$.
Nedostajao je jedan kvalitetan zse minus druk na stranim forumima
Ali je i ovako 👍😁, The joakim kaze 21$.
Promatrajmo
Freight futures am update
Capesize up ~4%
Panamax up ~3% -
Jesmo li na kraju cape tunela?
Kraj je siguran samo nitko ne nudi svoju glavu na pladnju za tocan datum.
kada dode kraj jos cemo se mjesec dana pitati dali je stvarno gotovo? 😅Vrag odnija presu
Bolje je ovako, poslije ce biti skupo za (do)kupovanje🤪 🤧
Ovo sa gorivom koje se mora vaditi iz bunkera se siri
Glencore je to svima uvalio,sada i u houstonu ima toga.
Stotine brodova za sada,biti ce zastoja koji ce dizati vozarine. promatrajmo
Singapore’s contaminated bunkers crisis grows - Splash247Singapore’s bunkering crisis is turning into one of the most severe off-spec incidents in decades, likely leading to claims worth tens of millions of dollars.…splash247.com -
Tko ne zeli da mu dode iz GuG ovo ljeto ce mu biti pakleno vruce bez klime i frizidera.😥😩
Vrijedi za kineze i indijce koji ne rade zalihe ugljena.
Last minute bulker sa ugljenom ce biti pakleno vruc (skup)🔥😵 🤑.
Kupanje u bazenu,ugljen i bulkeri su najbolji hedge protiv vruceg ljeta😁
promatrajmo
China "coal imports of 16.42 mmT in March were 40% below the same month last year & ...in the first quarter were down 24.2% from the same period in 2021.
/cloudfront-us-east-2.images.arcpublishing.com/reuters/UKKF6XSUIBIHRN7WSET4XKAWHE.jpg)
Column: India risks widespread blackouts this summerIndia faces a persistent shortage of electricity over the next four months as rapid demand growth from air conditioners and refrigeration loads overwhelms the…www.reuters.com -
Ne trebaju meni osnove.
Ne vidim onaj porast Smaxa nigdje.
Mozete njega pitati da vam pojasni.
To je copy-paste njegovog twitta. Radi odlican posao, vjerujem njegovim brojevima.
Ole H. Sanne - Head Commercial Allianz Bulk CFR8 (@ole_sanne) | Twitter
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PQ5 index up 1181 to 21219 Smx asia index up 210 to 24736
Oprosti, ali možeš li mi prevesti ove brojke?
Ovdje imate spisak i opis svih ruta.
I link za fareast indexe.
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🐰Zeko reko a market i vozarine potvrdujuju da trend-frend spika drzi vodu i na tankerasima.
Boriti se protiv vjetrenjaca =?
Ovo nije po clarksonu, za sada
🤭U.S. distillate exports at 2nd highest weekly level on record.
