Posts by gigic23

  • ATPL (Atlantska plovidba d.d.)

    Objektivnosti i preciznosti radi pogledaj period promjene cijene peer grupe u zadnjh godinu dana :thumbup:

  • DRY BULK

    Navali narode, bit će za SVE i za JDPL i.za ATPL

    China's Coal Port Stockpiles Under Renewed Pressure and Now Lowest Since February

    • The amount of coal stockpiled at major northern ports in China has been coming under renewed pressure this week. Stockpiles now stand at only 20.4 million tons. This is 1.3 million tons (-6%) less than was stockpiled on Friday and marks the lowest amount stockpiled since the middle of February. Also of note is that coastal coal freight rates in China have finally been rising this week. So far this week, coastal coal freight rates have increased by approximately 6%. Prior to this week, coastal coal freight rates had been coming under consistent pressure since the middle of June.
    • Going forward, we remain bullish for China's near-term coal import prospects. As we discussed in this week's Weekly Dry Bulk Report, China’s coal import demand improved last week and it has been likely that import demand will intensify further as China's coal consumption remains likely to continue to outpace domestic coal production. We will be continuing to monitor the Chinese coal market very closely.

  • ATPL (Atlantska plovidba d.d.)

    Ah nikad ne reci nikad, i od zanimljivog može zanimljivije od uspješnog uspješnije i td superlativi.

    Evo jedan forumski kolega koji je glavni kritičar dry bulka a posebno AP već neki put uspješno trejda značajne količine dionica i uporno "bezobrazno" zarađuje. A bome i naš samozatajni rušitelj jedne druge dionice uspješno trejda i trejda.

    A ovaj naš CERP ić pazi na svaki mogući detalj, pa smo dobili novu instituciju u vlqsničkoj strukturi tik do top 10 :) .

    Idemo dalje u preslagivanje dioničke knjige i long term konjukturu dry bulka :thumbup: <3

  • DRY BULK

    E da, a može i da da da...stariji će se sjetiti, a mlađi možda zapamtiti ......


    Potential for Epic Capesize Rally in the Very Near Term

    • We see there being great potential for the capesize market to enjoy an epic rally in the very near term. We will be discussing this more in our upcoming Weekly Dry Bulk Report -- but because this rally could begin as soon as tomorrow, we wanted to send out a quick note now. We expect that Atlantic basin spot capesize availability will soon become very tight. We also separately expect that China will soon start to significantly increase their coal imports (this will further help the entire market including the capesize segment). The entire dry bulk market already has an extremely supportive base -- but what is so encouraging to us for the near term is that a significant rebound in Chinese coal import demand and separate tightening in Atlantic basin spot capesize availability have not yet begun. We anticipate that these changes will occur soon.

  • DRY BULK

    Evo malo expertnog osvrta iz hrvatskog rakursa i fotelje

    https://inter.capital/flash-news/ove…5edbe1-66570233

    The sharp rise in the BDI index also reflected positively on the share prices of Croatian Dry-Bulkers. When compared to their prices at the beginning of 2020, Jadroplov is up 254.6%, while Alpha Adriatic is up 183.1%. Meanwhile, despite being up 192% since the beginning of the year, Atlantska Plovidba’s share price is up only 15.2% when compared to price at the beginning of 2020.

  • DRY BULK

    Concerns of Winter Coal Shortages Now Also Being Voiced in China

    • Warnings of coal shortages in China for this summer have been in play for several months as we have been discussing since April, and these concerns remain intact. Fujian province has also now become only the latest province to report an all-time high in its daily electricity consumption -- and, overall, the demand outlook for China's near-term coal imports remains very promising to us. However, what is new is that concerns over possible coal shortages for this winter are also now being voiced by government officials. Officials in Heilongjiang, China's northernmost province, have begun stressing the importance of expanding thermal coal inventories to ensure enough thermal coal is available for heating this winter. Heilongjiang along with Jilin and Liaoning provinces (which are also both located in northern China) experienced thermal coal shortages last winter that reportedly exceeded 35 million tons. China's coal availability is much lower now than it was during last year heading into the winter, and government officials are now becoming concerned too for the upcoming winter heating period. We are only three days into the summer, and now there are concerns of both summer and winter coal shortages in China. Overall, we remain very bullish for China's coal imports. We will be continuing to publish updates in our Weekly Dry Bulk Reports and Weekly China Reports.

  • DRY BULK

    Quote from gigic23

    Evo kako to treba biti SBLK dokap, privatna edicija fond i to kakav koji prepoznaje trend, priču i dodanu vrijednost cca 2,3mil dionica po 22,00$,na pocetku godine dionica je bila 8,80$.

    http://www.teletrader.com/news/details/55801842

    https://www.oaktreecapital.com/

    .

    Samo mali ispravaj je SPO, ali Oaktree prodaje svoj kontrolni pqket 25,42%, ali znaći nije dokap

    Following the offering, funds affiliated with Oaktree Capital Management, L.P. are expected to beneficially own approximately 25.42% of the Company’s common shares. The Company is not selling any common shares and will not receive any proceeds from the sale of the Company’s common shares by the Selling Shareholder.

  • DRY BULK

    Poruka onima koji vide, a "NE čuju"



    Global Steel Production Has Set Another Record; Production Outside of China Up Year-On-Year by 33%

    • Data released today shows global crude steel production outside of China totaled 74.9 million tons last month. This is just below the all-time high of 75.2 million tons produced in March. It is also 3.3 million tons (5%) more than was produced in April and is 18.4 million tons (33%) more than was reported last year for May 2020's production. Globally, steel production set a record again last month as production in China set another record as we discussed in previous work. A record 174.4 million tons of steel was produced globally last month. This is 4.9 million tons (3%) more than was produced in April and is 25.6 million tons (17%) more than was reported last year for May 2020's production. Overall, it remains extremely supportive to the dry bulk shipping market that so much iron ore is being consumed both in and outside of China. Steel production will be discussed in greater detail in our upcoming Weekly Dry Bulk Report.