Baš zanimjlivo koliko 4 "Gospodina" u godinama mogu vrijediti.
Mašala, pravi putokaz .... 
Posts by gigic23
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Odlazi nam polako sigurno i nepovratno transparentni institucionalac
. Laka mu budućnost 
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Malo reprezentativnih transakcija......da li se i dalje škica prema kontejnerašima?????
Bulk Ranger 2012 DWT 82.172
Tsuneishi Zhoushan 2021-ruj-03 USD 24,00
Orion Reederei Undisclosed interests
Bulk SDTR Irene 2022 DWT 84.800
Shanhaiguan SB 2021-ruj-02 USD 36,03 AVIC Leasing Chinese interests Eco – Electronic Engine Modern
Bulk Antoine 2009 DWT 55.498
Mitsui SB (Chiba) 2021-ruj-01 USD 19,50 Archangel Pacific Undisclosed interests
Bulk Nicoline Bulker 2012 38.191 DWT
Naikai Innoshima 2021-kol-31 USD 20,00 Lauritzen Bulkers Clients of Pacific Basin Shpg
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Malo briefinga o prometu na ZSE
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Najnovije od Joakima ....... https://fda195ed-9571-42ec-b092-d42af79f832c.usrfiles.com/ugd/fda195_17e…42123548601.pdf
The content cannot be displayed because you do not have authorisation to view this content. Evidentna je značajna diskrepancija između vozarina i vrijednosti brodova. Tržište će vjerovatno u razumnom roku to iznivelirati.
Ajmo promatrati.
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Containerization of Dry Bulk Vessels; Golden Ocean Exploring Possibilities
- There have been rumors this week that a capesize vessel has been chartered to carry containers. While we cannot at all confirm this report, some smaller dry bulk vessels this year have certainly been used to carry container vessels. We can all but confirm that at least three dry bulk vessels have been used this year entirely to carry containers -- and sources have stated the total this year exceeds twelve vessels. Overall, the containerization of dry bulk is an issue we will be continuing to monitor closely. The container market continues to dominate new vessel orders, which remains helpful for the dry bulk market as fewer shipbuilding slots are available for dry bulk vessels -- and there is a chance that the extreme strength in the container market will also have more of an impact on the dry bulk spot market going forward. Of note today is that Golden Ocean, one of the best run dry bulk shipping companies in the world in our opinion, stated on their quarterly earnings call that they are also looking into the possibility of chartering some of their own vessels to carry containers. Nothing could come from this, it is still difficult to get dry bulk vessels certified to carry containers, but it is wonderful that a blue chip capesize/panamax owner is also exploring the containerization of dry bulk vessels.
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The Breakwave Dry Bulk Shipping ETF (BDRY) finished this week up by 7% due primarily as capesize FFA values increased further. The price of the ETF is approaching its all-time high of $30.20. In the spot market, capesize freight rates jumped by 26% even as spot iron ore prices declined by 14%. The capesize market continues to fare very well despite the drop in iron ore prices. Miners still very much want to sell iron ore at current prices, and demand for vessels is far exceeding available supply of vessels.
A onako usput, evo i malog odbijanca na iron ore futuresima
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The Breakwave Dry Bulk Shipping ETF (BDRY) finished this week up by 7% due primarily as capesize FFA values increased further. The price of the ETF is approaching its all-time high of $30.20. In the spot market, capesize freight rates jumped by 26% even as spot iron ore prices declined by 14%. The capesize market continues to fare very well despite the drop in iron ore prices. Miners still very much want to sell iron ore at current prices, and demand for vessels is far exceeding available supply of vessels.
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Uzeo sam za vrijednost brodova mitkove/statusquo iznose koje su objavljivali sa danom 21.07. i postavio matematiku da vidim koliko vrijedi dionica ako se uzmu u obzir samo brodovi i novac te oduzmu dugoročne i kratkoročne obveze ( drugi kvartal).
Brodovi 1.332.380.000 + novac 46.907.903.303 = 1.379.287.303 kn
DO 721.845.662 + KO 95.350.784 = 817.196.146
Razlika - 657.441.641 kn / broj dionica 1.395.520 = 471,11 kn po dionici
Vidim da si uzeo sve obveze iz konsolidiranog FI, a da li si uzeo i vrijednost ostale noncore imovine? Nekretnine, kompanije etc Koliko to mil $ može cca vrijediti?
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Malo o likvidnosti
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VAŽNO je da su se VELIKI GURUI ZSE i mali gurui dry bulka ponovno poceli ukrcavati, nakon prethodno završenih ukrcaja - iskrcaja, a pri tome poštujući epidemiološke mjere
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The Breakwave Dry Bulk Shipping ETF (BDRY) finished this week up by 5% as dry bulk FFA values increased further. The ETF ended this week at its highest weekly close since late June. Market sentiment is improving as spot freight rates have continued to strengthen.
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E da ........
Another amazing price level was reported in the container market as the M/V "MAINE TRADER" (67,679 DWT/Built 2004 at Hanjin Heavy Industries in Korea 2022. The Seller had purchas 4,992 TEU's) was sold for $54 mill. basis delivery in early ed the Vessel seven years ago in 2014 for $14.5 mill
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Bome nema odmora,.........
p.s. Na početku godine je cijena takvog panamaxa bila cca 8,5 mil$!!!!
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Kako to obično biva..
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Malo updatea o promjeni vrijednosti brodova.
Zanimljivo je to pomnožiti, zbrojiti i podijeliti....
Možda malo pomogne
, trend is your friend.Malo na primjeru konkretnih dovršenih transakcija
For example, the M/V "BULK DENMARK" (181,500 DWT/Built 2010 at Koyo Dockyard in Japan) was sold for $30.5 mill. compared with the oneyear at Koyo Dockyard newer sister M/V "PACIFIC ENDURANCE" (181,458 DWT/Built 2011 in Japan) which sold October 2020 for 19.5 mill.
The Mitsui 56 supramax M/V "NORD week for $16 mill. compared with the TRUST one Mityear " ( 55 ,693 DWT/Built 2009 Mitsui Tamano in Japan) sold this newer sister M/V "FORTUNE BIRD" (55,640 DWT/Built 2010 at sui Tamano in Japan) which sold in March for $12.5 mill. and the M/V "AQUA ATLANTIC (55,499 DWT/Built 2010 at Mitsui Chiba in Japan) which sold in February for $11.5 mill.
and the M/V "CERULEAN PHOENIX" (55,691 DWT/Built 2009 at Mitsui Tamano in Japan) for Have a good weekend. $10.5 mill. at the end of February.
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Malo updatea o promjeni vrijednosti brodova.
Zanimljivo je to pomnožiti, zbrojiti i podijeliti....
Možda malo pomogne
, trend is your friend. -
Čekamo eventuqlne promjene u top 10?? Ahhhh sa institucionalcem nikad ne znaš?
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Malo updatea o promjeni vrijednosti brodova.
Zanimljivo je to pomnožiti, zbrojiti i podijeliti....
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Ovako izgleda za flotu, trend je za sada stabilan
