Posts by gigic23

  • DRY BULK

    https://www.poslovni.hr/trzista/svjets…irovina-4285226

    :) :thumbup: 8) ajmo promatrat

    Quote from StatusQuo

    Evo sta jedan CEO kaze za godinu

    but the “world” decided that Q1 was going to be terrible for dry bulk shipping, right. And what I mean by that is, you get all the big grain companies, all the big mining people, they not only kept themselves short of tonnage, they doubled down and took third party business often at a discount to the market. And you have also a lot of these, the operators, that took positions in the same way and so now they struggle to reverse their position. And a lot of it was historic, that the people looked at it and said this is what it was last year, the year before, etc.

    I mean, people get comfortable with the status quo and a lot of companies have kept themselves short, right, because they think they could always find a ship. And, but you get an environment that's going on right now and it's not that easy. And if you have an old, let's say, if you're a commodity trader, whatever the commodity is and you are short on the freight, then you're in a world of hurt, right. I can give you one example of this big aluminum company that they run things in one of their trades, and they've always managed in recent years to get what they wanted. So they kept themselves that way. And now it's going to cost them $25 million or $30 million extra for ocean freight. That's what's going to happen this year.

    And so you can multiply that because that's what's going on and if you have, again, a go back to people like the grain companies who are basically their traders in the end, in the trading paper positions, and their makeup is set, they're short by nature of tonnage, and they try to work around it. But then you double down and not only you have your own short position, then you have additional cargo you've taken on at terrible rates. So, it's like turning around a supertanker when you're really on the wrong side of it, you can't, it's hard to be nimble. We -- our structure allows us to be to be pretty nimble, and take advantage of these things. But yeah, there are a whole lot of people that were short, that have to change their position. And it's good for the general shipping industry, it's good for the commodities that have all risen if we look at the price of iron ore, China, it's double what it was, and so on and so forth around the world. You also come to a situation now where are you going to have inflation, that's always a good thing for shipping. And that could take place I mean, I think they would like to have that happen, because you can pay back your debt in cheaper dollars. But, all the things are lining up together. For a better market for the foreseeable future.

    And just one final point is if you wanted to build a new bulk carrier, talk about 2024 because the container ship guys have a lot -- have ordered so many ships to be built and I'm not an expert in that market but that's what they've done. It's better for the shipyards to do more complicated ships, they make more margin. So if you want to actually build a ship, a bulk carrier, it's going to be a long time before you get one. So that is also going to help the balance of supply and demand.

    Quote from StatusQuo

    it's going to be a long time before you get one. So that is also going to help the balance of supply and demand.

    Da tu je poanta

  • DRY BULK

    Bulk Four Coal 2014 76.822 DWT 76.822 SPP Sacheon SY 2021-tra-28 USD 21,00 Four Handy Ltd. Greek interests

    Bulk Peak Proteus 2013 82.158 DWT 82.158 Tsuneishi Zosen 2021-tra-28 USD 21,00 Defender Holding Greek interests

    Bulk Ranhil 2015 81.048 DWT 81.048 CSC Jinling Shipyard 2021-tra-19 USD 23,50 Delta Shipping Clients of Castor Maritime

  • Svaštara (offtopic postovi iz raznih tema)

    Ahhaaaqh možda je i Sunce u stvari Mjesec, ali ako si tako siguran stavi neki dokaz. A ako "misliš" i/ili insinuiraš po sistemu "Što je babi milo....." e onda da barem znamo :) 8) :thumbup:

  • ATPL (Atlantska plovidba d.d.)

    Evo malo povjesno, možda nekoga zanima

  • Svaštara (offtopic postovi iz raznih tema)

    Quote from BudFox
    Quote from gigic23

    Odlično pitanje bilo bi lijepo da netko od kolegica i kolega ili vise njih, koji detaljno i vrlo pozorno prate dry bulk i AP daju predikcije P/E , P/EBITDA itd. Znaci na neki način forwardirati kraj 2Q, a možda konzervativno i kraj godine? Mislim da je i kolega Fliight to predlagao :) :thumbup:

    To je pitanje za generala budućnosti koji se više ne javlja. Ja stavljam trenutne pokazatelje iz vašeg schreenshota koji ste stavili, pa vidite da li je dionica trenutno precijenjena ili ne.

    Prije bi rekao da se SVE više ili identično referiras na generala prošlosti, ali shvatljivo je to i ŽIVOTNO, ovo su ogromne promjene koje tesko pratiti i prihvatiti :)

  • ATPL (Atlantska plovidba d.d.)

    Quote from BudFox

    Ja nisam pretplatnik na Mojedionice, pa vidim samo za 4Q 2020, a vidim da ste vi pretplatnik na Mojedionice, pa imate više mogućnosti za vidjeti pokazatelje, ali se i kod vas vidi da dug raste i trenutno je 873 milijuna kuna.

    Zanimljiv je i pokazatelj P/E= 89

    Odlično pitanje bilo bi lijepo da netko od kolegica i kolega ili vise njih, koji detaljno i vrlo pozorno prate dry bulk i AP daju predikcije P/E , P/EBITDA itd. Znaci na neki način forwardirati kraj 2Q, a možda konzervativno i kraj godine? Mislim da je i kolega Fliight to predlagao :) :thumbup:

  • ATPL (Atlantska plovidba d.d.)

    Baš neobično piše 161,29%, ali navikli smo :) :S

  • Svaštara (offtopic postovi iz raznih tema)

    Neki pucaju ćorcima, a Sponzori rasprodaju dionice :) . Ćoraka sve više, a dionica sve manje :S 8) . A kako uskoro...... :saint: <3 :thumbup:

  • DRY BULK

    Bulk Medi Segesta 2009 58.730 DWT 58.730 Tsuneishi Cebu 2021-tra-22 USD 14,00 Orient Line Co. Ltd. Undisclosed interests

    Japansko brodogradilište

    Bulk K. Spinel 2011 59.905 DWT 59.905 Hyundai Mipo 2021-tra-21 USD 15,00 SK Shipping Chinese interests Fitted

    Južnokorejsko brodogradilište

    Supramaxi 2012 57 552 DWT

    Južnokorejsko brodogradilište??

  • DRY BULK

    Bulk Four Coal 2014 76.822 DWT 76.822 SPP Sacheon SY 2021-tra-28 USD 21,00 Four Handy Ltd. Greek interests

    Južno korejsko brodogradilište

    Bulk Peak Proteus 2013 82.158 DWT 82.158 Tsuneishi Zosen 2021-tra-28 USD 21,00 Defender Holding Greek interests

    Japansko brodogradilište

    Panamaxi 2012 79.222 DWT

    Kinesko brodogradilište?

  • DRY BULK

    No Q1 Hangover This Year

    It has so far been a very strong start to 2021 for the bulkcarrier sector, with earnings surging amid a wave of optimism after a fairly challenging 2020. Weighted average bulker earnings have averaged $18,219/day in 2021 so far, up 178% yoy and standing 58% above the post-2009 average, recording the best start to a year since 2010. Earnings reached an even more impressive $22,756/day in March, the best monthly average since June 2010, and despite a slight correction early in the month, bulker earnings stood at $22,899/day by late April, 98% above the post-financial crisis average.

    Quote from gigic23

    No Q1 Hangover This Year

    It has so far been a very strong start to 2021 for the bulkcarrier sector, with earnings surging amid a wave of optimism after a fairly challenging 2020. Weighted average bulker earnings have averaged $18,219/day in 2021 so far, up 178% yoy and standing 58% above the post-2009 average, recording the best start to a year since 2010. Earnings reached an even more impressive $22,756/day in March, the best monthly average since June 2010, and despite a slight correction early in the month, bulker earnings stood at $22,899/day by late April, 98% above the post-financial crisis average.

    Bulker S&P Heating Up

    With earnings and sentiment improving, asset prices in the sector have also taken major steps forwards (see SIW 1,468). The bulker 5 year old secondhand price index stood at 118 points by mid-April, the highest level since late 2014 and up from 93 at the start of the year. Furthermore, March 2021 saw record bulker S&P activity (in dwt terms), with more than 7.7m dwt ($1.5bn) changing hands.

  • DRY BULK

    Evo malo za usporedbu, od zadnji puta

    15.6.2010  3.020 37.173 25.825 24.515 18.942