Posts by Infinity

  • ATPL (Atlantska plovidba d.d.)

    Jedan hendy je ako se ne varam ok srpnja slobodan.

    Za jedan panamax unajmitelj ima pravo produziti za jos godinu dana. Jesu li nisu li ja to jos neznam.

    Sa brodovima nije ništa u dva dana rijeseno.

    Ako cemo predviditi buducnost kroz procijenjeno najlošije vozarine je vrime kad se brodovi šalju u redovni škver.

    S ovim dosadašnjim vozarinama pretpostavljam da globalno nije puno brodova to odradilo u prethodnom razdoblju pa i tu ocekujem neku gužvu a manje operativnosti kroz takav period.

    Za pretpostaviti je da ce se to dogadati kroz 1.i 2.mj 2022.

    Nisam u upravi ali mislim da im je cilj gurati spot sto duže dok je dobra zarada da u momentu dugorocnog najma recimo na 3+ godina takav najam zavrsi sto kasnije u buducnosti. Ovisno o trzistu ja bi takve ugovore ocekiva mozda vec krajem 1q. Ili krajem ljeta.

    I da, tu se bližimo 2023. Koja meni nije daleko pa i svršetku ugovora ostalih panamaxa i još dva nova broda u opciji.

    Naravno ovo je optimistično (po meni izgledno).

    Trenutno rade u plusu kako ce to dalje izgledati to niko nezna.

    Za slučaj da se ovako nesto slicno odvije ja zadovoljan.

    Iako firma posluje godinama ja na nju trenutno gledam ko mladu firmu u razvoju koja ima puno potencijala.

    Ako ne: run Forest run

  • ATPL (Atlantska plovidba d.d.)

    Quote from Junak
    Quote from Milo

    Vozarine su i dalje odlične.Nek oni zarađuju, a dividenu hoće li isplatiti, manje je bitno.Bitno je da cjena dionice poprati rezultate...a nadam se da hoće.BDI index da ostane oko ovih razina, isto odlično.Još sam malo skupio...Čekam rast😀

    I u ovom slobodnom padu se nadu oni kojima je sve odlicno ^^ u to vi, u to ^^

    Nego, sa ozbiljne strane, pad je ogroman, vozarine na najnizim razinama u zadnjih pola godine, ali se ocekuje ipak mali rast, zima dolazi... cekamo rast jos, nakon pada od kojih 15 dana za redom?

    Da.

    Ogromne minuse rade trenutno,cujem da su propele poceli preprodavati.

    “Uskoro”

    Dva broda izlaze iz dugorocnog najma(nisu neprofitabilni) i stizu dva nova broda.

    To bi bilo sve skupa 10 slobodnih brodova koji bi mogli lutati na spotu ili na “povoljnije”

    Dugorocne ugovore.

    Puno je tu jos posla i kombinacija ali neka svak za sebe prebroji kakva bi mogla biti krvna slika.

  • Politika, birokracija i pravosudni sustav kao ključni faktori sistemskog rizika na ZSE

    Quote from Moller

    https://www.vecernji.hr/vijesti/plenko…fondove-1538466

    eto sada i oni znaju za nju, samo je način upoznavanja malo neprimjeren, ali što se može,

    .....eto ljudi to je taj novi HDZ, sada krademo i po Europi- zaključio je

    I upravo zato što sam vidio koliko je bila agilna...




    Pročitajte više na: https://m.vecernji.hr/vijesti/plenko…fondove-1538466 - m.vecernji.hr

  • DRY BULK

    Brodovi imaju “tehničke”preglede”.Svakih 5 godina se radi klasa,što je brod stariji vise se tog pregledava,duže se stoji u škveru,veći su troskovi...

    Npr. Pri pregledu osovina se ustanovi da su neispravne eto ti problem.Naruči,dopremi nove...brod 9 godina starosti je rizičnije kupovati od broda starosti 10 godina sa već odradenom klasom...

    3.Carrying out of the class surveys and issuing of the certificates

    Class entry surveys IACS PR1A

    Notwithstanding the records indicating that all surveys are up-to-date, a class entry survey, the minimum extent of which is to be based on the age of the vessel and the losing Society’s class status as follows:

    1. Hull Class Entry Survey:

    i) for vessels of age less than 5 years the survey is to take the form of an Annual Survey;

    ii) for vessels between 5 and 10 years of age the survey is to include an Annual Survey and inspection of a representative number of ballast spaces;

    iii) for vessels of 10 years of age and above but less than 20 years of age, the survey is to include an Annual Survey and inspection of a representative number of ballast spaces and cargo spaces. For gas carriers, in lieu of internal inspection of cargo spaces, the following applies:

    - Inspection of representative spaces surrounding cargo tanks, including external inspection of the tank and its supporting systems as far as possible;

    - Review of cargo log books and operational records to verify the correct functioning of the cargo containment system.

    iv) for vessels subject to UR Z10.1, Z10.2, Z10.3, Z10.4 or Z10.5 which are 15 years of age and above but less than 20 years of age, the survey is to have the scope of a Special Survey or an Intermediate Survey, whichever is due next;

    v) for all vessels, which are 20 years of age and above, the survey is to have the scope of a Special Survey;

    vi) in lieu of the requirements in items i) through v), the following apply for site specific purpose-built Floating Production and/or Storage Vessels:

    - for vessels of age less than 5 years, the survey is to have the scope of an Annual Survey;

    - for vessels of age between 5 and 10 years, the survey is to include an Annual Survey and inspection of twenty percent of ballast spaces;

    - for vessels of age between 10 and 20 years, the survey is to include an Annual Survey and inspection of twenty percent of ballast spaces and twenty percent of cargo spaces.

    - for vessels over 20 years of age, the survey is to have the scope of a Special Survey.

    vii) for site specific Floating Production and/or Storage Vessels which have been converted from other vessels, the survey is to take the form of an Annual Survey and also include inspection of twenty percent of ballast spaces and twenty percent of cargo spaces until 20 years have elapsed since conversion. After 20 years the survey is to have the scope of a Special Survey.

    viii) in the context of applying items iv) and v) above, if a dry-docking of the vessel is not due at the time of transfer, consideration can be given to carrying out an underwater examination in lieu of dry-docking.

    ix) in the context of applying items iv) and v), as applicable, the anchors and anchor chain cables ranging and gauging for vessels over 15 years of age is not required to be carried out as part of the class entry survey unless the class entry survey is being credited as a periodical survey for maintenance of class. If the class entry survey is to be credited as a periodical survey for maintenance of class, consideration may be given by CRS to the acceptance of the anchors and anchor chain cables ranging and gauging carried out by the losing society provided they were carried out within the applicable survey window of the periodical survey in question.

    x) in the context of applying items i) to viii) above, as applicable,

    - if the class entry survey is to be credited as a periodical survey for maintenance of class consideration may be given by CRS to the acceptance of thickness measurements taken by the losing society provided they were carried out within the applicable survey window of the periodical survey in question.

    - if the class entry survey is not to be credited as a periodical survey for maintenance of class, consideration may be given by CRS to the acceptance of thickness measurements taken by the losing society provided they were carried out within 15 months prior to completion of class entry survey when it is in the scope of a Special Survey, within 18 months prior to completion of class entry survey when it is in the scope of an Intermediate Survey.

    In both cases, the thickness measurements are to be reviewed by CRS for compliance with the applicable survey requirements, and confirmatory gauging are to be taken to the satisfaction of CRS.

    xi) In the context of applying iii) to viii) above, as applicable, tank testing for vessels over 15 years of age is not required to be carried out as part of the class entry survey unless the class entry survey is being credited as a periodical survey for maintenance of class. If the class entry survey is to be credited as a periodical survey for maintenance of class, consideration may be given by CRS to the acceptance of the tank testing carried out by the losing society provided they were carried out within the applicable survey window of the periodical survey in question.

    xii) In the context of applying i) to viii) above, as applicable, compliance with IACS Unified Requirements that require compliance at the forthcoming due periodical surveys (such as S26 and S27) are not required to be carried out/completed as part of the class entry survey unless the class entry survey is credited as a periodical survey for maintenance of class.

    2. Machinery Class Entry Survey, a general examination of all essential machinery is to be held and is to include:

    i) examination under working conditions of oil fuel burning equipment of boiler, economisers and steam/steam generators. The adjustment of safety valves of this equipment is to be verified by checking the records on the vessel;

    ii) all pressure vessels;

    iii) insulation resistance, generator circuit breakers, preference tripping relays and generator prime mover governors are to be tested and paralleling and load sharing to be proved;

    iv) in all cases, navigating lights and indicators are to be examined and their working and alternative sources of power verified;

    v) bilge pumps, emergency fire pumps and remote control for oil valves, oil fuel pumps, lubricating oil pumps and forced draught fans are to be examined under working conditions;

    vi) recirculating and ice clearing arrangements, if any;

    vii) the main and all auxiliary machinery necessary for operation of the vessel at sea together with essential controls and steering gear is to be tested under working conditions. Alternative means of steering are to be tested. A short sea trial is to be held at CRS’ discretion if the vessel has been laid up for a long period;

    viii) initial start arrangements are to be verified;

    ix) in the case of oil tankers, the cargo oil system and electrical installation in way of hazardous spaces are to be checked for compliance with CRS Rule requirements. Where intrinsically safe equipment is installed, CRS is to satisfy itself that a recognised authority has approved such equipment. The safety devices, alarms and essential instruments of the inert gas system are to be verified and the plant generally examined to ensure that it does not constitute a hazard to the vessel.

    Class entry surveys IACS PR1D

    A class entry survey is to be held, the minimum extent of which is to be based on the age and type of the vessel as follows:

    1. Special survey of hull and machinery including thickness measurements

    2. Dry docking survey

    3. Tailshaft survey(s)

    4. Boiler survey(s) and pressure vessel survey(s)

    CRS may request further examinations, tests and measurements, including but not limited to material testing, non-destructive testing, hydraulic and hydrostatic tests and sea trial.

    Where the vessel has, during any portion of the five years prior to the request for classification being received, been previously classed by CRS or IACS member class society then survey requirements may be specially considered but are not to be less than those required above for PR1A.

  • ZABA (Zagrebačka banka d.d.)

    Quote from sivana

    Za ljubitelje banaka:

    zaba- p/b:0,96, p/e:17, npm:25%

    ikba-p/b:0,67, p/e: 7, 2, npm:27%

    hpb-p/b:0,43, p/e: 5,1npm:31%. /podaci:investiramo. com/

    Eto, pitanje je sada, koja je dionica podcijenjena, bez obzira na vlasničku strukturu, osobito ako zaba ne isplati dividendu.

    Po meni sve tri.

    Jedino meni osobno čini razliku što dividendnim prinosom od prve dvi mogu kupovati treću a od treće nemogu kupovati prve dvi. 🤷🏻‍♂️

  • ZABA (Zagrebačka banka d.d.)

    Quote from Roman

    A što je taj BVPS, u stvarnosti?

    I koliko veći? Par postotnih bodova.

    Zašto recimo cijena dionice HPB-a nije dosegnula ni polovinu njezina BVPS?

    Da se moram okladiti na kvalitetu portfelja između te dvije banke, ako pretpostavimo da su u HPB tzv. "državni plasmani" pokriveni državnim jamstvima onda kvaliteta portfelja Zabe i HPB-a se nalazi u +/-10% od referentnog (prosječnog za tržište). Dakle, Zaba nema dvostruko kvalitetniji portfelj od HPB, što je i logično jer kao najveća banka na tržištu sa viškom sredstava (kao i HPB) mora ili može uzeti one klijente koji traže kredit. Ne idu bolji klijenti po nekom nepisanom pravilu u Zabu, a lošiji u HPB. Ne postoji oskudica niti veća ograničenja u ponudi kredita, osim naravno za one klijente koji ne ispunjavaju kreditne uvjete.

    Koliki bi bia bvps zabe kad bi se zbrojile isplacene dividende?

  • Poluge i margine

    Skužaj tek sad vidim,mislia san da pitas za pokusati izbjeci vecu volatilnost.

    Tebe zanima kupiti npr JDPL koji nije na listi?

    Sad zapravo vise neznam sto me pitaš 😅 pa mi je i teze odgovoriti 🙄

    Polog nekih dionica vrijednosti 200 000

    Dobijes kredit 200 000

    Total 400 000

    Mozes kupovati samo dionice s liste

    Margin call je na 10% odnosno na 360 000

    Ako stavis u polog 300 000

    Kredit 200 000

    Total 500 000

    Margin call ti je isto na 360 000

    Napravia si sebi situaciju di imas 100 000

    viška.Ako kupiš za tih 100 000 JDPL on ti ne pomaže u propadanju ostalih (ko da ne postoji).

    Jesmo uspili?

  • Poluge i margine

    Prodas HT i kupiš npr ATPL u normalnom trgovanju.

    Odes u banku staviš HT 70% i npr ADRS2 30% za polog I kupiš Ht (nesto drugo ili mix)ponovo nazad.

    Malo tramaka i extra brokerske naknade ali mirnije spavas.

    Ht spada u 1. Kategoriju dionica tako da na njegovu cijenu dobijes 250% za ulog.

    Tako da bi za cca 1100 dionica moga dobiti 500000kn kredita.

    Kad bi pocelo padati neznam kako bi to brutalno bilo na ovoliki omjer 🤨

    Preporuka je staviti više vrsta dionica u zalog i više vrsta kupiti, malo prošarati.

    ....biti spreman na odgovor u najgorem scenariju.


  • DRY BULK

    Quote from tollway
    Quote from jasko

    Iduća dva tjedna su ključna............

    The content cannot be displayed because you do not have authorisation to view this content.

    pa, boga mu poljubim, kaj je ovo!!!??? na svakoj drugoj temi su slijedeća dva tjedna ključna!!! X( =O :/ ?( :huh: nema više odgovarajučih emotikona! :) 8o :P kaj onda slijedi? :?: :?: :?: :?:

    Potres na dionici,uništilo tračnice.

    Umjesto Končarovog vlaka dolazi levitacijski kineske proizvodnje.

    Ovisno o demandu smjer i vrijeme prolaska nepoznat ali vece brzine zagarantirane 😁

  • ATPL (Atlantska plovidba d.d.)

    Russian Meteorologists promise frosty December and January and planet-cooling La Niña phenomenon.

    Meteorologists of the Hydrometeorological Center of Russiahave just made a weather forecast for the entire cold half of the year, from October 2021 to March 2022.

    Što duža i hladnija zima više debljeg leda na neprohodnoj sjevernoj ruti koja je kraća za 7 dana od Sueza.

    Tu bi isto moglo biti žetončića.

  • ATPL (Atlantska plovidba d.d.)

    Quote from looserst
    Quote from KicanCRO

    Sto sam citao ocekiva se jedan peak u Q4, slican kao ovaj u Q3. Hannisdahl se kladio na los Q1 2022, ali i na brutalno dobru 2022.

    Citao sam i ja tu prognozu za jos 1 peak u Q4 ali nema mi pokrice bas, sta bi to sada dovelo do skoka u Q4? Sad je navodno bitno da bude malo loseg vremena oko kine. Daleko je i Q1 ako se prije nesto ne pokrene Joakim ce ispasti dobar vjestac.

    Kad su vozarine visoko izvoz/uvoz se pokusava smanjiti da brodovlasnici spustaju cijene.

    Kad brodovlasnici nisu zadovoljni vozarinama oni im ustupaju manje prostora za ukrcaj i smanjuju brzinu pa je protočnost materijala manja.

    Igra mačke i miša pa kome prije dode do grla mora popustiti.

    Ja san u ovoj ciloj priči leisurely pa ne vodim racuna o puno detalja jer je ovo sa brodovima izvitoperena paštašuta ali zanimljivo.

    Zamolia bi looserst ako je voljan provjeriti trenutne brzine AP i Jdpl brodova.

    Odvojiti brodove na spotu od dugorocnih da vidimo je ima i tu razlike u brzinama.

    Pozdravia bi ovim putem @mittko i brajakica oni vole brzine 😊