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  1. Dionice.NET
  2. gigic23

Posts by gigic23

  • ATPL (Atlantska plovidba d.d.)

    • gigic23
    • November 17, 2021 at 2:49 PM
    Quote from Backdraft
    Quote from gigic23

    I kada raste i kada pada "Zvjetdani status", SVE ostalo odlučuje "Tržište" :thumbup: <3

    B R A V O :!: :!: :!:

    p s. Ima i ona stara narodna

    "Za dobrim konjem diže se prašina"

    Mozda nije prasina, mozda je dim spaljenog novca 😁

    Ili dionica :), kako se gleda 8) . U svakom slučaju nešto je definitivno spaljeno :!:

  • ATPL (Atlantska plovidba d.d.)

    • gigic23
    • November 17, 2021 at 2:34 PM

    I kada raste i kada pada "Zvjetdani status", SVE ostalo odlučuje "Tržište" :thumbup: <3

    B R A V O :!: :!: :!:

    p s. Ima i ona stara narodna

    "Za dobrim konjem diže se prašina"

    Files

    Screenshot_20211117-143008_Chrome.jpg 100.2 kB – 0 Downloads
  • ATPL (Atlantska plovidba d.d.)

    • gigic23
    • November 17, 2021 at 2:27 PM
    Quote from stefek

    Nisam pratio pa ako nije bilo...

    Atlantska plovidba, Croatia, has exercised option for 2 more Kamsarmax bulk carriers with New Hantong for delivery 2024 at a price of $34.25 mln each.

    Može link na zvor. Hvala

  • DRY BULK

    • gigic23
    • November 17, 2021 at 8:35 AM

    Ajmo malo pogledati zelenio i odmoriti umorne oči, još samo Vakula sa Suncem i voila jJuriš :) <3


    Jel može netko od verziranih kolega interpolirati i forwardirati ove ugovore u BE, pa u P/E, EV/EBITDA i P//NAV broda. THX

    :thumbup: :saint:

    Files

    Screenshot_20211117-081226_Acrobat for Samsung.jpg 238.94 kB – 0 Downloads Screenshot_20211117-080758_Acrobat for Samsung.jpg 235.6 kB – 0 Downloads
  • DRY BULK

    • gigic23
    • November 17, 2021 at 12:28 AM

    Baš mi se čini da je ovaj dry bulk zreo za Redditovce

    Files

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  • DRY BULK

    • gigic23
    • November 16, 2021 at 5:59 PM

    Imaju oni koji znaju da ne znaju, imaju oni koji ne znaju da ne znaju, a imaju i oni koji "znaju" da znaju..

    Svi ONI sada prodaju, ali tko onda kupuje pitanje je SVIH pitanja.

    Prodavati temeljem forwardiranog forwarda uz lewerage niza "loših"vijesti, puno je kompleksnije i neizvjesnije, nego kupovati uz razumnu i logičnu forward analizu za 2021 godinu :) <3

  • DRY BULK

    • gigic23
    • November 15, 2021 at 8:03 PM

    Men se čini da će možda prestati proizvoditi čelik, osim ako možda neće.... :?: :?: , a što onda.... :?: :?: :)


    Crude steel production in October came in at 71.6 million tons. This is down month-on-month by 3% and down year-on-year by 22%. The large year-on-year decline has come as no surprise and follows September's 20% year-on-year decline. CISA data had also been showing a similar level of contraction.


    Quote from gigic23

    Men se čini da će možda prestati proizvoditi čelik, osim ako možda neće.... :?: :?: , a što onda.... :?: :?: :)


    Crude steel production in October came in at 71.6 million tons. This is down month-on-month by 3% and down year-on-year by 22%. The large year-on-year decline has come as no surprise and follows September's 20% year-on-year decline. CISA data had also been showing a similar level of contraction.

    Also of note is that October's production data has been released. China's industrial production in October rose year-on-year by 3.5%. This is an improvement from the 3.1% year-on-year growth seen in September. Previously, industrial production growth had fallen for
    seven consecutive months, but in October it finally rebounded.

  • DRY BULK

    • gigic23
    • November 15, 2021 at 2:31 PM

    China's Coal-Derived Electricity Generation Growth Has Again Exceeded Domestic Coal Production Growth; Another Year-On-Year Contraction in Hydropower Output

    • Data released today shows China's coal production totaled 357.1 million tons in October. This is up month-on-month by 23 million tons (7%) and is up year-on-year by 20.5 million tons (6%). While it is not helpful for the seaborne coal and dry bulk shipping markets that China's coal production has continued to climb, it is helpful that coal-derived electricity generation growth again exceeded domestic coal production growth.
    • Coal-derived electricity generation in October totaled 426.4 billion kilowatt hours. This is down month-on-month by 25.7 billion kilowatt hours (-6%) but is up year-on-year by 27.3 billion kilowatt hours (7%). It is very common for China's coal-derived electricity generation to decrease on a month-on-month basis in October. The 7% year-on-year growth is particularly significant and is encouraging heading into peak winter demand season.
    • In addition, of note is that China's overall electricity production grew year-on-year by 5%, and hydropower production (China's second largest source of electricity) contracted year-on-year by 11%. Hydropower production has now contracted on a year-on-year basis during four of the last five months. A full breakdown of China's electricity generation by type will be examined in our next Weekly Dry Bulk Report.
  • ATPL (Atlantska plovidba d.d.)

    • gigic23
    • November 12, 2021 at 12:21 PM

    Trebalo bi uvesti top verziju AI za sortiranje sadržaja postova. Facebookova je mala beba :)

    Ovi koji već sada vide Q4 rezultat ne trebaju nikakvu dioptriju, oni koji već sada vide Q1/22 trebaju dioptriju +1, a ovi koji već sada vide ostatak 2022 trebaju dioptriju +10 8) .

    Naravno ima i onih koji sada analizirajuć 3Q rezultate trebaju dioptriju -5.

    Treba nam sada da nam bude gore, da bi nam sutra bilo bolje :S .

    Ali ajmo konačni rezime turbulentnih 5 dana trgovanja.

    Na kraju ste uspjeli od ukupno protrgovanog volumena umanjenog za različita preslagivanja protrejdati fascinantnih 41,89%.

    Kako ste to uspjeli ostaje za prosudbu i analizu neke ili više doktorskih disertacija?

    Iskrene čestitke bivšim, novim i starim - novim dioničarima.

    Mirno more :thumbup: <3

  • DRY BULK

    • gigic23
    • November 11, 2021 at 3:47 PM
    Quote from StatusQuo
    Quote from hugh

    Ok za prosjek, no cijene su zadnjih mjesec dana bitno veče za takve brodove.....nije se brod prodavao prije 6 mjeseci nego danas.......bit će da gigicevo objašnjenje drži vodu......

    Pa nije dosao na aukciju jer je sve stimalo s vlasnikom, a na kraju posljedicno s brodom jedno i drugo je povezano

    Sve treba uzeti sa zrnom soli, a za primjer evo komparativne transakcije, obrati pažnju ... .

    Files

    Screenshot_20211110-204340_Acrobat for Samsung.jpg 109.8 kB – 0 Downloads
  • DRY BULK

    • gigic23
    • November 11, 2021 at 2:27 PM

    Kod auction sale je načelno postignuta cijena u pravilu sa značajnim diskontom iz više razloga.

    Pojednostavljeno za primjer pogledqj nekretnine koje se prodaju npr radi ovrhe koje cijene postižu.

  • ATPL (Atlantska plovidba d.d.)

    • gigic23
    • November 9, 2021 at 1:01 PM

    A koliko ste bili učinkoviti YTD vidljivo je iz.....

    Gotovo ste patuljka pardon Davida pretvorili u Hulka :) ^^

    Files

    Screenshot_20211109-125719_Excel.jpg 47.74 kB – 0 Downloads
  • ATPL (Atlantska plovidba d.d.)

    • gigic23
    • November 9, 2021 at 12:16 PM

    Evo mlo briefinga koji znam da vas zanima.

    Bili ste jako aktivni i marljivi u 3 trgovinska dana 29.10. i 02 i 03.11.

    Pa evo od ukupno protrgovanih 100% dionica, uspješno ste protrejdali 22,84%, ostatak je odletio iz jednih ruku u druge ruke znači 77,16%.

    Od toga je 46,79% otpustilo 5 naših kolega veći dio onih sa drvenom polugom :) , a ostatak svi ostali.

    Eto, nadam se da su rebusi riješeni.

    Koliko se vidi nema više drvenih štapova, ostali su pajseri :) <3 :saint:

  • DRY BULK

    • gigic23
    • November 9, 2021 at 9:08 AM

    Malo nam se Jasko ulijenio, pa .......kako on ono napiše....., a ponešto i o ugovorenim TC

    Files

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  • ATPL (Atlantska plovidba d.d.)

    • gigic23
    • November 8, 2021 at 4:00 PM
    Quote from hugh
    Quote from gigic23

    Neš ti burze i volumena i načina trgovanja.

    ATPL ima veći promet nego sve ostale dionice u top 10 po trgovanju.

    A pri tome je indikativan spread izmedu bida i aska od 2,7%.

    E brate mili tko je tu.....???. :?: :?: :)

    I jedan zanimljiv gap (ako je?) između 390 i 405 kn.......baš me zanima što bi tehničari rekli o tome?.......jel taj gap "premostiv" ili bi se on trebao popunit i zacementirat?.....vidim na temi trgovine u usa da zločka dobro kuži te kratke brzopotezne situacije u trgovanju.......zločkica?

    Evo mala domaća zadaća za vrijedne forumaše na temelju fundamentalne analize dok se koege i kolegice ne isprse sa tehničkom analizom.

    Koliko bi sa krajem godine mogli biti parametri

    1) EV/EBITDA

    2) P/E

    3) http://N.DEBT/EBITDA

    4) P/NAV

    I nakon toga usporediti trenutaćne CAL 22 futurese i usporediti sa pretpostavljenim prosječnim vozarinama u ovoj godini.

    Voila

  • ATPL (Atlantska plovidba d.d.)

    • gigic23
    • November 8, 2021 at 2:06 PM

    Neš ti burze i volumena i načina trgovanja.

    ATPL ima veći promet nego sve ostale dionice u top 10 po trgovanju.

    A pri tome je indikativan spread izmedu bida i aska od 2,7%.

    E brate mili tko je tu.....???. :?: :?: :)

    Files

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  • DRY BULK

    • gigic23
    • November 8, 2021 at 11:13 AM
    Quote from jasko

    *3Q21 vs 3Q20 net profits (latter in brackets):
    Eagle : $78.3m (-$11.2m)
    Genco : $57.1m (-$21.1m)
    Safe : $55.4m ($3.3m)
    GoodBulk : $32.0m (-$1.2m)
    Seanergy : $20.1m ($3.6m)

    From 2023, new IMO rules, reinforced by global efforts at the political level to
    decarbonise, will cause more scrapping, lower engine outputs, slower speeds and
    reduced emissions. Historically low bulk carrier orderbooks, combined with the
    introduction of mandated ship inefficiencies, will allow demand growth to shine.

    Display More

    Da bi bilo u kompletu

    AP : kn 91,106 mil/ -51,07 mil

  • DRY BULK

    • gigic23
    • November 6, 2021 at 2:01 PM

    Evo i malo updatea vrijednosti brodova za razne računice, pa tko voli...

    Files

    Screenshot_20211106-135044_Excel.jpg 256.75 kB – 0 Downloads
  • DRY BULK

    • gigic23
    • November 6, 2021 at 1:31 PM

    Evo malo updatea orderbooka :)

    Files

    Screenshot_20211106-132123_Excel.jpg 62.93 kB – 0 Downloads
  • ATPL (Atlantska plovidba d.d.)

    • gigic23
    • November 5, 2021 at 11:40 AM

    A da netko provjeri sto je sa zalihama celičnih proizvoda :)


    Evo malo opisnog vrednovanja Vašeg prekovremenog rada od petka i utorka. Bili ste jako vrijedni i predani kako u prodaji tako i u kupnji dionica AP, pri cemu ste imali nikakvu pomoć velikih i jakih, ali da ne bi odustajali pomogli su Vam u manjem % neki od korisnika poluga :) 8o .

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