Posts by brajakica

Quote from jasko

Quote from bubimir

Target Price 12.83 usd...dok psi laju,karavana prolazi

U najnovijem izvješću od 29.09. nasljednik Joakima, Peter Michael kaže da je target 18 usd....

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Ako taj target to projiciramo na atpl pa to je 800-900?🤔🤨

Idemo dalje... 😁

Nestaje celika u kini pojacava se proizvodnja💪

Some quite “puzzling” China steel PMI numbers for Sept:
Headline steel PMI +3.2
New orders +7.4 (!)
New export orders +7.1

No wonder IO pushing higher…

Uskoro ce erupcija vulkana u brazilu za dugo sjecanje🤭🤑😁

Today an index capesize is getting a premium of $24,000 to stay in the Pacific rather than ballasting west towards Brazil.

Quote from hugh

Quote from accountant

Jedan dan bez rasta i odmah plač i jauk.

Što vam je?

Što da sam ja plakao kako CNX pada ili danima tavori na $11 a plin raste. I onda praaaas 10% u jednom danu.

Pa dajte se zbrojite, nije ovo forum Poslovni.hr

Bit će, možda već sutra. BDIY rastura to gledajte

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Nije to baš jedan dan bez rasta.....više manje brodari su več bili na ovim cijenama kao danas i prije koji dan ili tjedan što bi značilo da je u međuvremenu bdi jako narastao o cijene dionica na večini dionicama uglavnom su ispod zadnjih vrhova što bi značilo da su pale.........naša burza je neafikasna al zato vani nisu......mislim da iz toga proizlazi trenutno "čuđenje" na ovoj temi.......bdi rastura a cijene dionice ne mogu odmaknuti od prijašnjih vrhova ili "imaju još dosta jahanja do njih".......sasvim je normalno u toj situaciji imati neke upitnike iznad glave.......

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Ako je bilo upitnika na 100 200 300 400 mora ih biti i na 500 600 1000🤔🤭

i sa upitnicima idemo dalje... 😁

Drugovi i Drugarice stavlja se na dnevni red glasanje za 3. tocku partijskog sastanka kojom se odobrava povecanje uvoza ugljena.

Tko je za neka lajka a tko je protiv neka dislajka. 😁

From NDRC today’s press release on China’s winter power and coal situation

European natural gas closes at a fresh all-time high after rising >10% today (both for UK NBP and Dutch TTF benchmarks). At the close, European gas was at the equivalent of ~$29 per mBtu, or close to $170 per barrel of oil equivalent.

Rmr VALE bidding 44 Vs Offers at 50... who will win in the tug of war?

Rmr Japanese Steel Tender from Brazil to Japan awarded at $46.75pmt bss C3

Idemo dalje... 😁

super squeeze

extreme level

Some of the most profitable days ever

https://www.breakwaveadvisors.com/s/Breakwave-September-28-2021-Report.pdf

Quote from accountant

samo se nemojte rano veseliti usporavanju rasta kineskog gospodasrtva na nulu

ne toliko zbog kreditne izloženosti US fondova već zbog US društava koje tamo imaju proizvodnju

već se spominju kašnjenja u isporukama iPhone-a a blagdani su pred vratima

Ja se veselim jer ce drugovi i drugarice morati nesto poduzeti a to ce znaciti jos vise posla za bulkere🤪😁

21.8% of the global fleet might get an E (lowest) rating in upcoming environmental EEXI regulation. This should result in more scrapping pressure and slower operating speeds, further tightening shipping supply and demand. @Splash_247

Quote from brajakica

5. Element i ostali

Na koliko ce usporiti kineski bdp kao posljedica stanja sa strujom?

Hoce li CCP reagirati kada padne bdp?

At least 20 Chinese provinces and regions making up more than 66% of the country’s GDP have announced some form of power cuts. Guangdong province, the southern industrial hub, is cutting ~10% of its peak power demand

Goldman Cuts China's Q3 GDP Growth To 0% As A Result Of Growing Energy Crisis

Goldman Cuts China's Q3 GDP Growth To 0% As A Result Of Growing Energy Crisis | ZeroHedge

Drugovi i Drugarice vrijeme je da se sagleda situacija za boljitak kineskog naroda.....

3 rakete

Idemo dalje...😁

Rmr 45 paid last night for end Oct C3.

there is rumor that the symbolic 100k number has been breached on Capes...

👓100k cape znaci da ide 50k na pmax smax🤔🤪🤑

Now most C3 offers stand at +50pmt. Owners who have ships in position for Vale are trying to get the record high freight in more than a decade. Pacific also still tight as hell.

Stize hell za one koji su se kockali na pad vozarina neugovaranjem za iron ore na vrijeme.

Sada ce ucestvovati u paklenom pumpanju vozarina za dugo pamcenje.

Uskoro stize i pakao za one koji su se kockali sa zalihama ugljena sto ce lansirat u orbitu pmax smax

Lasiranje u tijeku a tko se nije veza sam si je kriv

Idemo na prvu stanicu planetarnog putovanja na moon😁

5. Element i ostali

Na koliko ce usporiti kineski bdp kao posljedica stanja sa strujom?

Hoce li CCP reagirati kada padne bdp?

At least 20 Chinese provinces and regions making up more than 66% of the country’s GDP have announced some form of power cuts. Guangdong province, the southern industrial hub, is cutting ~10% of its peak power demand

Rio/FMG/BHP will be all in the market today, willing to keep paying extremely high freight to keep any ships they see stay in the Pacific. It seems Vale and CSN are just watching the market at a loss for words, not knowing what to do.

😶😤🤪😰🤧😱

Cape ide prema 100k a di je jos zima i panicna nabavka ugljena.

Kako je ono islo cape ATH 200 i koliko jos? 🤔😅

Idemo dalje...

Na moon a nakon njega sljedeca stanica je merkur.

Ili venera😁

Why China is facing a sudden power crunch? A short answer is because the country is short of coal.

China market

concerns that a collapse at Evergrande could drive a global crisis have ebbed. Top 40 +0.66%.

Europa krenula u akciju protiv duge hladne mracne zime.

Ugljen je na 200$.po toj cijeni je za 25% ekonomicniji od plina kojem ce cijena i dalje rasti.

I cannot recall the last time Vale fixed any Capesize vessels for any Oct stems, meaning still massive number of spot cargoes left uncovered with record-tight ballaster list. Let's see how the miner copes with this ever bullish market not seen in more than a decade next week.

Od sutra pocinje space rocket launch month za astronaute amatere.

Za Prvih 15 prijavljenih posebni popusti i gratis sampanjac u beztezinskom stanju sa pogledom u prilogu.

Selfiji dozvoljeni u neogranicenim kolicinama😁

Gorivo poskupljuje bulkeri ce voziti brze ili sporije🤔😅

Idemo dalje... 😁

The week in energy markets:
Brent crude: $78 a barrel, 3-year high
Asian coal: $185 a tonne, 13-year high
German 1-year power: €108 per MWh, record high
European nat gas: ~$26 per mBtu, record high
CO2 emissions: €63 per tonne, record high

A tko ce voziti rasuto? 🤪😁

Another dry bulk owner looking into taking advantage of the record high container rates...
"Genco Shipping owner of 43 vessels may be weeks away from class approval of plans to carry boxes on deck and in cargo holds"

I njemackoj prijeti mracna duga hladna zima😰cijene struje i tamo divljaju.

Oni barem imaju elektrane na ugljen da prezive,samo da se sjete napuniti skladista🤔😁

Quote from lebowski

Quote from brajakica

Sad je jasno da su bili zreli za stecaj jos prije 5g.

Bolje danas nego odgoda.

Steta bi bila jos veca.

Sada je podnosljiva. 😶

Bila bi podnošljiva i da je još 10 godina radio ovak kak radi zato što je to Partija, a Partija ne griješi, jel tak...

Partija je cini se odstupila od dosadasnjih obrazaca.

Naden je pedro i bezgresnost zivi dalje.

I trzista idu dalje i mi idemo dalje😁

Samo su si neki pokvarili prosjek ulaska ili ce to uskoro😁