Quote from brajakica

looserst

Da je sve 100% bulkeri bi bili 3-5x skuplji.

Sada je prilika na 20-30% rizika okladiti se na dobit 100-400%

Na 6-24 mjeseci.

Vidite bolju prilika od dry bulka na burzama kao omjer rizika i moguce zarade?

Hmmm, da nije konzervativno? Koliko je ono do sada rastao npr JDPL  

Koliko se promjenio NAV drybulkera??

Što reći........, bolje pročitati

Commodity freight rates poised to 'go parabolic,' Genco CEO says

Sep. 16, 2021 3:19 PM ETGenco Shipping & Trading Limited (GNK)ETF Managers Group Commodity Trust I - Breakwave Dry Bulk Shipping ETF (BDRY)By: Carl Surran, SA News Editor1 Comment

MartinFredy/iStock via Getty Images

• Commodity shipping rates are ready to spike higher to reflect the surge in costs for transporting manufactured goods, Genco Shipping (GNK -0.1%) President and CEO John Wobensmith tells Bloomberg.
• "You do get to a point, and you've seen this in containers, where you hit a certain utilization rate and you start to go parabolic on rates," the CEO says. "We're getting close to that period."
• Spot rates for container ships to move manufactured products have increased for 20 straight weeks to reach more than 8x above their seasonal average over the prior five years, according to Drewry Shipping, and Wobensmith thinks prices to move dry commodities - which already have rallied - may follow.
• Container rates have surged because of clogged supply chains and extra trade that has strained the fleet's capacity as economies emerge from the worst of COVID-19.
• The Baltic Dry Index (NYSEARCA:BDRY) edged off record levels today, slipping to 4,215 after rising for five straight sessions, while rates for capesize carriers on Tuesday reached $53,692/day after capping their biggest single-day rise

Evo malo sivih naočala.....

Further Decline in China's Steel Production and Industrial Production Growth

• Data released today shows China's industrial production in August rose year-on-year by 5.3%. This marks the lowest growth seen since July 2020. Crude steel production totaled 83.2 million tons. This is down month-on-month by 3.6 million tons (-4%) and is down year-on-year by 11.7 million tons (-12%). It remains to be seen when the correction in steel production will come to an end. As we have discussed in previous work, iron ore imports rebounded to 97.5 million tons in August and there is a chance that July's 88.5 million ton import total could end up marking this year's low. Global iron ore production has historically dicated China's iron ore import volume.

Quote from Marielena

Sto je sa Braemarom danas?

Shares of Safe Bulkers jumped 17% in five times the average trading volume on Monday. In general, shares of dry bulk stocks have risen by around 200%-400% over the past year, in several cases outpacing container stocks.

Shipping stocks hit fresh highs amid COVID-era supply chain chaos | Hellenic Shipping News Worldwide

Most container liner and ship-lessor stocks are up around 100%-400% over the past year, with Danaos and Euroseas being outliers, up 1,508% and 1,204%, respectively.

Malo up, up , up, ......updatea

Panamax Vijayanagar (82,200 DWT, Feb 2010, Tsuneishi Zosen) sold to Greek buyers for USD 24.00 mil, VV value USD 22.11 mil – BWTS fitted.

Malo o zagušenjima u lancu opskrbe, naravno kontejneraši

Jump in container moves per port visit causes further congestion: Over 40% of ships at key North American West Coast ports require to anchor before loading or unloading | Hellenic Shipping News Worldwide

Chinese Power Plant Stockpiles Have Come Under Renewed Pressure; Indian Stockpiles Remain Very Low

• Coal stockpiles at China's six major coastal power plants now stand at 12.3 million tons. The stockpiles have declined week-on-week by 200,00 tons (-2%) and are down year-on-year by 3.2 million tons (-21%). The stockpiles had previously risen for four consecutive weeks. They can now only meet 15 days of demand. China's near-term coal import prospects remain very encouraging.
• Power plant coal stockpiles across India now stand at 11.3 million tons. This is just 100,000 tons (1%) more than was stockpiled at the end of last week and is down year-on-year by 24 million tons (-68%). The stockpiles are still able to meet only 6 days of demand, even though the normal requirement for this time of year is to meet 21 days of demand. India's near-term coal import prospects remain very encouraging.

Quote from brajakica

Quote from looserst

A šta to ovaj graf kaže/laže? Meni je ovo klasični primjer nekorelacije i ama baš ništa se iz njega neda izvući osim činjenice da 2006 4TC BCI i 2021 5TC nemaju veze jedna s drugom

Dajte jos jednom pogledajte ovaj graf. Trenutno se vrijednost bdi poklapa i od pocetka godine raste kao u 2006.🤨

gigic23

Mozete priloziti bdi graf ili tabelu iz 2003 da usporedimo?

Evo kolegice BDI za 2003 godinu i dosadašnji period 2021, možda malo pomogne . Svakako treba uzeti u obzir promjenu u nacinu izracuna BDI kao i promjene odnosa u klasama. Ali mislim da je sustina jasna.

Quote from brajakica

Quote from brajakica

2006=2021

Idemo dalje... 😁

2007=2022🤔

2008=2023🙄

😅

Ako laze graf lazem i ja😉😁

Display More

Poštovana kolegice uz dužan respect, mislim da je ipak

2003 = 2021 a niz nastavite nakon provjere. Thx

Kina dodatni spike cape +12,9%; +6.183$

Quote from gigic23

Kina cape +9 151$, je li to najveći dnevni porast u zadnjih 13 godina??

Shipping ETF (BDRY) increased by 10% this week as FFA values have improved. Sentiment and FFA values have improved as the spot market has begun to tighten again. Also of note is that today saw capesize spot rates rise by $5,021. This marks the second largest daily capesize rate increase seen since 2010. While the price of the BDRY ETF rose today by 2.6%, the prices of several major dry bulk equities managed to decline. A late day sell-off in the overall equity market was responsible for pulling down the price of many dry bulk equities, but the BDRY ETF does not trade in line with the overall equity market.

Kina cape +9 151$, je li to najveći dnevni porast u zadnjih 13 godina??

Mali update uvida u povijest i sadašnjost orderbooka.

Znamo što se desilo u periodu od 2003 - 2008

Svaka eventualna koincidencija perioda 2021 - 2025 bila bi ogromna slučajnost, ali koju nikako ne treba apsolutno zanemariti.

Malo o kontejnerašima,

MAŠALA.... ........

MARKET NEWS

Container Shipping: CMA CGM limit rate increases and Maersk at 60% contract coverage

CMA CGM today announced that the container liner will stop all container spot rate increases until February 2022. According to the company, CMA CGM is “prioritising its long-term relationship with customers in the face of an unprecedented situation in the shipping industry”. However, the company says it still expects the market-driven rate increases to continue in the coming months.

Je li to počela utrka sa vremenom, ili izgubljenim vremenom? Da ipak je to Svjetsko, a NE Cro tržište i fundamenti

Quote from jasko

Quote from jasko

Moje procjene za 2021. godinu su slijedeće: minimalno ATPL - 700, JDPL - 50, ULPL - 200..................................... Živi bili, pa vidjeli.

Mali podsjetnik na prognozu od 08.02. kad su cijene dionica bile: ATPL 179, JDPL 12,50, ULPL 32,80.....

Da bi riječ rekao tada ludo uskoro in line

Quote from bubimir

izgleda onaj prodaje svojih 800.. i pojeli su ga ..ali moram popiti hladni gemišt kad vidim kak to sve jadno i bijedno izgleda...na nivou OŠ-škole..niti SŠ

Deloitte upozorava kako postoji značajna neizvjesnost i sumnja u sposobnost društva da nastavi poslovati po načelu vremenske neograničenosti poslovanja.

To si copy paste iz JDPL izvješća pa malo mutiš vodu

Kada je ono revizija indexa, Crobex, Crobex 10 itd.? Hoće li se što mijenjati? Halo Kvark upomoć , je li ono u utorak 14.09?

Kako stoji ATPL?

Ima li to kakve reperkusije ?

Quote from gigic23

Baš zanimjlivo koliko 4 "Gospodina" u godinama mogu vrijediti.

Mašala, pravi putokaz ....

Kuda će bulkeri?????, ako su ovi za 12 mjeseci sa 8,5 mil$ na 60 mil$?????.....