cape up 2.2%

znači bdi opet up

Grain brokers expect ECSA front haul rates to move to US$ 24,000 daily plus US$ 1,400,000 BB and anticipate for August a rate of US$ 26,000 daily plus US$ 1,600,000 BB. And what to do, when the owners want the equivalent of US$ 55,000 for August shipment for 30,000mt of grains from the Black Sea to West Africa, which today should be in the low US$ 30,000s. Can one really expect the market to move for this type of tonnage beyond US$ 50,000 daily for this trade within a period of six weeks? There have been rumours of two Supramaxes having been fixed at US$ 39-40,000 daily for a front haul trip, which isn’t surprising at all, seeing numbers from Red Sea for this size of tonnage risen to beyond US$ 50,000 daily for a trip to India. Furthermore, the Handysize owners of 36-38,000 dwt are said to be talking US$ 37-38,000 daily for a trip to the East.

https://www.bmti-report.com/bmti-handy-bul…e-22-june-2021/

Kod koga je ovo završilo?

Shipping rates expected to stay high in potential profit drag for retail

Jun. 21, 2021 11:08 AM ETBaltic Dry Futures (BDIY:IND), XRTBy: Clark Schultz, SA News Editor3 Comments

Opla/E+ via Getty Images

• UBS says a key takeaway from meetings with shipping industry experts is that supply chain pressures will remain in place for the near term as it pertains to the retail sector.
• The bottlenecks are linked in part to port disruptions, labor shortages and a lack of available warehouse space to store product.
• Analyst Michael Lasser: "Even if these issues are solved, the tightness in the market will likely remain elevated due to backlogs from demand outpacing supply for a prolonged period. Plus, peak season is right around the corner (August/September) which will add another wrinkle. This is likely to lead to a continuation of the heightened shipping costs for retailers, for at least in the near term."
• Container rates will likely continue to be a headwind for retailers into 2022. Looking even further ahead, shipping experts also believe that rates will not see much of a correction until 12 to 18 months from now. And even then, an elevated "new normal" for container prices could be part of the market.

"Cilj je da se proces dokapitalizacije ove godine barem pokrene, ako ne i dovrši."

https://more.slobodnadalmacija.hr/om/nautika/jad…-tereta-1073128

Hoće li uprava sama pronaći strateškog partnera koji će ući ultra jeftino po nominali ili će se možda ipak raspisati natječaj pa tko da više?

bdi -0.9% 3190

supre, handy i dalje up

Čini mi se da bi ovo mogli biti približno novi uvjeti kreditiranja.

https://www.macquariecu.com.au/ratesfees-loan…usiness%20laons

Procjena Fitcha za inflaciju, dan starija od objave FED-a:

https://www.fitchratings.com/research/sover…kely-15-06-2021

Nevertheless, we have revised up significantly our US and global inflation forecasts. We expect US CPI inflation to fall from 4.1% at end-2021 to 2.2% by end-2022, but then to rise again to 2.5% in 2023 as output moves further above potential after the labour market fully recovers in late-2022. We now expect the Fed to hike rates in 4Q23, one year earlier than our previous expectation. The ECB will not follow suit and will likely continue asset purchases through 2023 as eurozone inflation remains below target.

• With downward revisions this week to China and upgrades to the euro area, global growth is down 0.2 percentage points, to 6.3%, in 2021 and unchanged at 4.6% in 2022.

https://www.investmentbank.barclays.com/our-insights/weekly-insights.html

Ako je to nekome dovoljan razlog za prodaju ok, svaka čast, ali meni još ni izdaleka nije.

A kratkoročno gledano ovaj oporavak dolara je dobro došao jer će još malo podebljati izvješća za q2. Ne bih imao ništa protiv da još malo ojača do kraja mjeseca, recimo do 6.5kn.

cape up 5.9%

Izvedba Dionice

Jadroplov se prvi vratio na razine od prije 3g., ATPL bi trebala već sljedeći tjedan.

bdi +7% 2857

Supre čuda rade. Kad ta klasa raste u tsućicama tu više nema šale.

1g prosječni dnevni promet, prikaz za 10g

atpl prva po prometu i rastu na zse u svibnju. 18% ukupnog prometa i 36% rasta

https://inter.capital/flash-news/act…se-in-may-2021/

The Company also announced that, through a separate wholly-owned subsidiary, it has entered into a time charter contract with Viterra Chartering B.V., Rotterdam, for one of its Kamsarmax dry bulk vessels, the m/v Maia. The gross charter rate is US$25,000 per day, minus a 5% commission paid to third parties, for a period until minimum May 1, 2022 up to June 30, 2022. The charter is expected to commence on June 10, 2021. The m/v Maia is currently chartered, as previously announced, to Aquavita International S.A., at a gross charter rate of US$11,200 per day, minus a 5% commission paid to third parties.

The “Maia” is a 82,193 dwt Kamsarmax dry bulk vessel

https://www.streetinsider.com/dr/news.php?id=18521589

Taylor Maritime Investments, the first shipping IPO in London for many years, closed out its first day of trading yesterday, up 5% to close at $1.05.

The Guernsey-incorporated firm raised $253.7m in an oversubscribed issuing on the London Stock Exchange at an initial price of $1 per ordinary share.

Taylor Maritime Investments will use the proceeds to invest in 23 secondhand handysize and supramax bulk carriers, and it is targeting a dividend yield of 7%.

https://splash247.com/taylor-maritim…s-trading-up-5/

Quote from Manu

Vuk Vuković na SA:

https://seekingalpha.com/article/443192…-interest-rates

• Higher inflationary expectations have been pushing yields up ever since January 2021.
• The rising prices of commodities and agricultural products are a result of a mismatch between supply and demand due to COVID, not a product of the Fed's "money printing".
• I argue that the Fed should not yet raise interest rates as the inflationary expectations effect is only temporary.
• Regardless, if you feel worried, take out some profits from your tech holdings and hedge a small part of your portfolio against further yield hikes.

On the other hand, allocate more money into the recovery sectors or banking stocks. This trend of relocating from tech into banking and reopening sectors has been present for a while now.

Vuk Vuković na SA:

https://seekingalpha.com/article/443192…-interest-rates

• Higher inflationary expectations have been pushing yields up ever since January 2021.
• The rising prices of commodities and agricultural products are a result of a mismatch between supply and demand due to COVID, not a product of the Fed's "money printing".
• I argue that the Fed should not yet raise interest rates as the inflationary expectations effect is only temporary.
• Regardless, if you feel worried, take out some profits from your tech holdings and hedge a small part of your portfolio against further yield hikes.

Quote from st-brajo

Quote from barbosa 2.0

Interes za ovog građevinara je velik, razgovora se s više potencijalnih partnera, iz Hrvatske te s tri kontinenata – Europe, Azije i Australije, i kako doznajemo, transformacija poduzeća je pred samim krajem, odnosno pred ulaskom strateškog partnera u Tehniku.

ako može tehnika koja je u mnogo lošijoj situaciji, kako to onda dlkv nije mogao?

pa Tehnika je opljačkala "male" vjerovnike, a DLKV će "male" dioničare.

i u jednom i u drugom slučaju opet je na*ebao "mali".

al sviđa mi se rezoniranje: "glavno da mene nije zakačilo".

to samo govori o našem mentalitetu: "malo nas je, al smo g*vna"

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Ja bih rekao da je prvenstveno stvar u vlasničkoj strukturi.

Pravi vlasnik se bori za svoju imovinu,

paradržavni vlasnik ne doživljava imovinu kao svoju. On je tu privremeno samo kao tranzit za odabranog predatora.

Unatoč tome što je potencijal poslova koje nudi Dalekovod veći i vredniji.

S ovakvim vozarinama izvješće bi moralo biti jednosmjerna ulica. Ako je u planu psn pozitivno poslovanje predviđano već s 10.5k za supre onda bi ove vozarine trebale biti premija.