Posts by gigic23

  • ATPL (Atlantska plovidba d.d.)

    Quote from Brunos

    Prema postotnom udjelu i vrijednosti fonda ispada da su nakupovali za 8-9000000kn vrijednosti dionica. Nije lose i nebi bilo te kupnje da dionica nije usla u sastav indeksa.

    Čini se da imaš jednu 0 viška. Znači imovina je cca 31 mil kn oa 2,86% od imovine :). Ali zanimljivo je da ih nema u knjizi dioničara :), barem transparentno kao skrbništvo za 7 CRO.

  • DRY BULK

    Mudri ljudi kažu nikad ne reci nikad i ništa nije crno bijelo. Predlažem da ovim završite polemiku rezultat je nakon produžetaka remi, a penala nema :) :saint: <3

  • DRY BULK

    Evo brojeva, svi smo mi na istoj strani :) :thumbup:

  • ATPL (Atlantska plovidba d.d.)

    Evo mali update za resale i jednog 2 godišnjaka

  • ATPL (Atlantska plovidba d.d.)

    Što se tiče „odriješene kese“, najveća razlika između plaće čelnog čovjeka i običnog radnika, uz već spomenuti Arena Hospitality Group, može se vidjeti u Hrvatskom telekomu (18,9 puta) te Podravci (17,9) puta. S druge strana, najmanja je razlika u Atlantskoj plovidbi, svega tri puta, što se može objasniti visokim primanjima pomoraca. Ako isključimo Janaf i Kraš zbog ranije navedenih razloga, mala je razlika i u Viktoru Lencu (4,7 puta) te Ingri (5,3 puta) i Ini (5,5 puta).

  • DRY BULK

    Quote from looserst

    S jedne strane nevalja potez SB jer je 2 broda stavio na TC i igra na sigurno, propusta zaradu. Onda nevalja JDPL koji ima sve na spotu i preriskantan je. Pa je najbolja ATPL koja je prije rasta vozarina pola flote uglavila na TC vjerojatno spasavajuci zivu glavu a sada ispada sigurna investicija u slucaju nevere :/

    Evo neki puta povijest crtanih filmova nudi odredeni odgovor. Zašto reskirati ako se može promatrati, uživati i dugoooo živjeti :) :saint:

    Epizoda o dugom životu, od 1h i 48'

  • DRY BULK

    Quote from looserst
    Quote from 5. Element

    To je los potez i losa poruka za fjucerse.

    Sad je vrijeme za 100% spot, i kraj price, za tri godine tko ziv tko mrtav. Sad se u godinu dana na spotu moze uzeti profita vise nego za 10 godina mrcvarenja s time charterima. Uzasna odluka, jako lose.

    Svakako primjer kako se NE treba raditi.

    Sad nije vrijeme za dugorocna filozofiranja nego za berbu dok ide ide.

    Da li SB porucuje fjucrsima ili fjucrsi SB-u? Mislim da je jedan od razloga za ovaj potez SB upravo spread na ffa cape, tj BACKWARDATION. Ista pojava je djelomicni razlog za los rast, pad ili stagnaciju cape brodara (kako kojega) u zadnje vrijeme. Ukratko nema vjere da ce trenutne spot vrijednosti ostati takve. Da li je SB napravio mudar ili los potez...vrijeme ce reci ali malo headgea ne skodi

    Zvuči logično i životno, ako poduhvat krene hrvatski investitori odriješit će kesu :) :thumbup:

  • DRY BULK

    Idemo dalje...., ako je netko sumnjao??

    Significant Post Golden Week Strength in China

    Special China Update

    • We will have more about China's return from Golden Week in our next Weekly Dry Bulk Report and Weekly China Report, but wanted to publish an update this morning as various prices have seen significant strength today and as electricity generation has recently strengthened. Steel prices in China are up by approximately 1.5% from before the holiday. Domestic thermal coal prices are up by approximately 9% and have set another record. Coastal coal freight rates are up by approximately 29.5%. In addition, the Evergrande situation has still not had any tangible impact on spot commodity demand or the shipping market, and it remains clear in our view that the government does not want a sudden collapse in the housing market and will continue to work on fostering more moderate growth. Also of note is Chinese equity prices have risen by approxiamtely 1% and SHIBOR lending rates have been lowered. Finally, of note in the electricity market is that the State Grid has reported that from October 1- 6, average daily electricity generation increased year-on-year by approximately 16%. Sentiment in global equity markets and commodity markets remains jittery over China, but China is actually showing significant strength.

  • DRY BULK

    There's some wild swings going on in the energy market as traders seek to capitalize on shifting sentiments amid a global energy crisis. Yesterday, European benchmark TTF natural gas futures jumped as much as 40% to a record €162.125/MWhr - in the span of a few minutes - after closing 20% higher on Tuesday.

  • DRY BULK

    India Likely to Experience Largest Ever Blackouts Soon; Global Market Possibly Could Ultimately See "Coal At Any Price" / "Freight At Any Price"

    • India’s power plant coal stockpiles now stand at only 7.7 million tons. This is 500,000 tons (-6%) less than was stockpiled at the end of last week, down year-on-year by 26.3 million tons (-77%), and marks the lowest amount stockpiled since October 2017. The stockpiles collectively are still able to meet only 4 days of demand, even though the normal requirement for this time of year is to meet 21 days of demand. We are unaware of any other time when India's stockpiles have been able to meet only 4 days of demand. Also of note is that among the nation's power plants, 14 power plants can meet only 3 days of demand, 20 can meet only 2 days of demand, 25 can meet only 1 day of demand, and 16 are not able to meet any demand. This issue will be discussed in greater detail in our next Weekly Dry Bulk Report.
    • Overall, we expect that India will experience its largest ever blackouts soon. It would not be surprising to us if this occurs this month. India's largest ever blackouts (and also the world's largest) occurred back on July 30-31, 2012. During this two-day period, approximately 600 million Indians were left without any power. If and when India does experience large blackouts this year, it will further turn the world's attention to the ongoing energy crisis (which of course already remains a significant issue in China and other nations as well). In the global dry bulk shipping market, freight rates are already at generational highs and thermal coal prices are at record levels. There is a chance that the world could see the situation intensify to the point where coal is seemingly being purchased at any price available, and the same too with paying to secure dry bulk vessels to ship the coal. An energy crisis in October is problematic. An energy crisis in winter months is even more problematic. Winter is fast approaching, and the world is likely to see dramatic events unfold. We will be continuing to monitor all new developments closely and will be continuing to analyze these issues in our weekly reports and special mid-week updates.