Pocinje sezona FI 4Q
Maersk bolje od ocekivanja
Idemo dalje...
koje vrste dry bulk brodova oni imaju?.....
Voze kontejnere a bulkeri sve vise voze kontejnere.
Dosta se pisalo o tome u vise navrata.
Posts by brajakica
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Pocinje sezona FI 4Q
Maersk bolje od ocekivanja
Idemo dalje...
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Maersk quarterly earnings beat expectationsShipping group Maersk on Friday posted better than expected fourth-quarter revenue and earnings, fuelled by record freight rates for container shipping.www.reuters.com -
Sanctioned oil is typically transported on old ships that would have otherwise been set for the scrapyards
China buying hundreds of millions of barrels of sanctioned oilChina doubled down on imports of Iranian and Venezuelan crude in 2021, taking the most from the U.S.-sanctioned regimes in three years, as refiners brushed off…www.worldoil.com/cloudfront-us-east-2.images.arcpublishing.com/reuters/EZOQSE3I2VM4BF7OU36HXH2LDQ.jpg)
China slams U.S. sanctions on Iran as cooperation agreement launchedChina reaffirmed its opposition to unilateral sanctions by the United States against Iran as the Chinese and Iranian foreign ministers announced the launch of…www.reuters.com -
EUROPEAN ENERGY CRISIS: It’s the kind of morning many feared: cold and windless. Germany is relying on coal for ~45% of its electricity generation (with gas doing an other ~15%). In the UK, gas is doing ~60%, and coal an extra bit. In the Netherlands, gas and coal are doing ~70%
Ireland is quite shocking: coal is accounting for 28% of power production this cold, windless morning; natural gas is doing another 45%, and fuel-oil (yes, you read that right) an extra 16%. In total fossil fuels are accounting for almost 90% of the country’s electricity now.
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Jedna stvar bi mogla biti bolja na ovom forumu a to je da sa ne mora nesto napisati uz sliku govori vise od 100 rijeci.
slika je iz najnovijeg izvjesca od Cleaves sec najboljih analitacara.
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The product tanker market has long been giving shipping lines headwinds, but low capacity and surging demand are going to turn the picture around to carriers' advantage in 2022, predicts Hafnia Chief Executive Mikael Skov
Hafnia CEO expects product tanker to advance in 2022Low capacity and rising demand may see the market for product tanker turn around this year, says shipping line Hafnia's CEO to Norwegian media Finansavisen.…m.shippingwatch.com -
BUY BUY BUY
tankere dok jos nije nestalo
Prenamjeniti ce ih u apartmane na vodi ili demand za prijevozom ima veze sa ovako jakim rastom cijena? 😁
Uskoro BUY BUY BUY
na dionicama tankererasa. 🔥💣⌛
To the moon? 🚀😅
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BUY BUY BUY
kaze Cleavas sec.
u 2022. Tankerasi + 77%
Ako tpng odradi pola toga to projicira za bozic 2022.cijenu >60
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Da promasaj za ovaj bozic.
Treba biti strpljiv jer se kuha😉
Evo sta kazu najbolji analiticari kakav 2022. bozic nas ceka.
TipRanks anointing Giveans as one of the top five analysts of 2021 out of some 8,000 it tracks across multiple industries.
“Looking ahead, government and regulatory policies remain key drivers for shipping markets, and with the expectation that COVID softens, we expect another strong year for shipping across the board,” today’s 2022 shipping outlook from Jefferies states.
In-form Jefferies team make their 2022 shipping picks - Splash247On a hot streak of form, equity analyst Randy Giveans and his shipping team at Jefferies have today given their top picks for 2022 with many sectors primed for…splash247.com -
Cape index najnizi u zadnjih koliko vec, a gogl danas 5% u plusu da li ovo shipping dionice u zadnje vrijeme opet odradjuju preokret trenda prije nego sta se promjeni index trend ili je dead cat bounce ?
Već neko vrijeme drybulkovci, a pogotovo GOGL, raste neovisno o BDI-u i Braemaru. To je i zločesti Joakim neki dan primijetio. Menseistočini da su se razdvojili u očekivanju ljepše budućnosti nauštrb povremenog sivila sadašnjosti. Kako sam to lepo poetski rekao.
Ima takav rast kakve veze sa gogl god. div yieldom od 40%?
Gdje ima da nosi vise?
Koliko nose drugi najbolji iz bilokojeg sektora?
Idemo dalje sa rastom i >40% sa dividendom za 4Q? 😁
Koliko Atpl dividenda?
do 40% od dobiti
Koliko ce biti dobit?
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Pocinje spustanje polarne gladnoce.
Sljedecih mjesec ili dva ce biti panike na energy marketu svijeta.
Od rujna upozoravam i savjetujem skupljanja drva i zaliha hrane, svijeca.
"Cvrcak i mrav" u praksi.
Plinasi Tankerasi i bulkerasi su odlican hedge isto kao i plin nafta i ugljen.
Pratimo cijene u sljedeca 2 mjeseca.
UK heating prices have started to rise this week as colder weather takes hold over most of the country
Today's avg distributor price 57.73ppl while avg broker price is 60.12ppl
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U prijevodu cigla na gas po cumuru i to long term.
Indija ista stvar samo jos 20-30g duze od kine a to su 2 najveca svjetska potrosaca.
Stabilizing China's macroeconomy is not only an economic issue but also a political issue, says Han Wenxiu, deputy director of the Central Financial and Economic Commission.
Achieving carbon neutrality is a complex project and a long-term task, campaigns shall be avoided.INDONESIA SENIOR MINISTER SAYS "EMERGENCY IS OVER" ON DOMESTIC COAL SUPPLY CRUNCH
Vikinzi i danas idu dalje..
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Pomalo, setup se slaze svakim danom smo blize stampedu.
Pracka se nateze.
Sto ce biti rezime za 6-12 mj na danasnjih 41 kn i da nitko ne zeli kupiti?
Prije godinu dana nitko nije htio atpl kupovati, bila je prejeftina
🤭Kada netko pocisti do 50 ostali ce se glodati za 60 i preko😁
Zasto su stali iz otp indexnog?
Trebali bi oni jos toga dosta ukrcati pri ovoj cijeni?
Cini se da i oni racunaju da ce cijena na 60+?
Vecina tako racuna pa se nitko ne usudi pokrenuti lavinu jer se nema kolicina za kupiti?
Biti ce veselo u 2022.
U wk 51 opet tankeri najscrapaniji a demand jako raste.
A slusaj jednom ces i pogodit kad ce prema 50kn ako ih stalno zazivas
, jedan Bozic je vec prosao A koja ca biti cijena za bozic 2022?
5x ili 6x... ?Koliko ce placati ovi sto danas ne zele po 41-42?
🤭Association of Energy Contractors forecasts drilling activity to jump by 27% this year, with nearly 6,500 oil and gas wells completed across western Canada, the highest number since 2018.
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OIL MARKET: Brent crude tops $82 a barrel; backwardation strengthens across the curve. On paper, the global supply and demand balance was meant to be in surplus from December (inclusive). The oil market, particularly time-spreads, is pricing the opposite: a deficit
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The global crude inventory declines by 16.4mb last week, AGAIN. That is 2.3 million barrels per day!
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Pomalo, setup se slaze svakim danom smo blize stampedu.
Pracka se nateze.
Sto ce biti rezime za 6-12 mj na danasnjih 41 kn i da nitko ne zeli kupiti?
Prije godinu dana nitko nije htio atpl kupovati, bila je prejeftina
🤭Kada netko pocisti do 50 ostali ce se glodati za 60 i preko😁
Zasto su stali iz otp indexnog?
Trebali bi oni jos toga dosta ukrcati pri ovoj cijeni?
Cini se da i oni racunaju da ce cijena na 60+?
Vecina tako racuna pa se nitko ne usudi pokrenuti lavinu jer se nema kolicina za kupiti?
Biti ce veselo u 2022.
U wk 51 opet tankeri najscrapaniji a demand jako raste.
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Opec+ najavi povecanje proizvodnje a cijena nafte naraste
Sto se dogada sa demandom i zalihama?
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2022. gasoline suprise
Trend je nas frend.
Uskoro ce svi ukidati lockdown jer omikron izaziva puno blaze posljedice
Viewpoint: Gasoline to surprise again in 2022 on upside | Argus MediaEuropean road fuel demand should bounce back further in 2022 as the effects of the pandemic on mobility recede, and permanent structural shifts in production…www.argusmedia.com -
Opec+ i dalje povecava proizvodnju za novih 400k u veljaci.
OPEC+ agrees oil output hike from February as omicron Covid cases soarOil prices climbed more than 50% last year, with energy investors optimistic that the highly infectious omicron variant may be less severe than feared.www.cnbc.com
