Posts by gigic23

  • DRY BULK

    Ever Given Freed

    Special Dry Bulk Update


    • The 3PM attempt to free the Ever Given has been successful. Image below is from FleetMon. Suez traffic is expected to resume later today. The Ever Given is now reportedly moving under its own power.
    Quote from gigic23

    Ever Given Freed

    Special Dry Bulk Update


    • The 3PM attempt to free the Ever Given has been successful. Image below is from FleetMon. Suez traffic is expected to resume later today. The Ever Given is now reportedly moving under its own power.

    Evo

  • DRY BULK

    Ever Given Update

    Special Dry Bulk Update

    • Lloyds List and other media outlets have reported that Suez Canal traffic will finally resume today. However, there has yet to be any confirmation that the front of the Ever Given has actually been "unstuck". The last several days have seen a few declarations of the Ever Green being refloated, but most importantly in pure layman's terms a vessel is either stuck or it is not -- and a canal is either open or it is closed. At this present time, what we can confirm is that the canal remains closed and over 100 dry bulk vessels are now waiting to transit the canal.
    • Also of note is that according to Bloomberg, an attempt to free the Ever Given began around 11:30AM local time today but failed and another attempt will be made at 3PM local time (which will be in 10 minutes from now). According to Bloomberg, once the vessel is fully refloated and navigation on the canal resumes, ships will pass through at a rate of around 100 a day to clear the backlog. We will be publishing additional updates as events unfold.

  • DRY BULK

    Quote from jasko
    Quote from jasko

    Bulker sales heading for a record

    Shipping association BIMCO is expecting secondhand sales in the dry bulk market to reach a record high this year, fuelled by strong spot rates, especially in the panamax and supramax segments https://lloydslist.maritimeintelligence.informa.com/LL1136266/Bulk…ng-for-a-record

    Søster til Belcargo, altså 2008 modell Tsuneishi 58000 dwt, er solgt for 15 m usd.

    Bulk Sider Syros 2016 36.844 DWT 36.844 Minaminippon (Ozai) 2021-ožu-24 USD 19,00 Nova Marine Carriers Clients of Halkidon Shipping

    Quote from gigic23
    Quote from jasko

    Søster til Belcargo, altså 2008 modell Tsuneishi 58000 dwt, er solgt for 15 m usd.

    Bulk Sider Syros 2016 36.844 DWT 36.844 Minaminippon (Ozai) 2021-ožu-24 USD 19,00 Nova Marine Carriers Clients of Halkidon Shipping

    Bulk Darwin 2002 75.966 DWT 75.966 Tsuneishi Zosen 2021-ožu-26 USD 9,00

    Bulk Karlovasi 2016 82.354 DWT 82.354 Oshima Shipbuilding 2021-ožu-22 USD 27,00

  • ATPL (Atlantska plovidba d.d.)

    Quote from 5. Element

    Izgleda da su prikocili s rasprodajom ovi iz top10. 23.03. je bilo preko 1 mil prometa, a nema promjena.

    Sutra cemo doznati tko je kupio onih 5000 kom od CO. Vjerujem da ce biti indikativno.

    Idemo dalje...

    Evo malo činjenica

    Od 01.02 - 22.03 od konačno promijenjenih dionićkih ruku 75,50% prodali su dominantni prodavatelji i uzevši u obzir trgovanja od zadnja 3 dana, drastično su umanjili ukupnu poziciju.

    Uz zadržavanje outlooka rezultanta će se ubrzo izbalansirati.

  • DRY BULK

    Čak i vrhunskim poznavateljima i analitičarima nije jednostavno biti relativno točan. Dinamika i intenzitet promjena je vrlo jak i brz. Cijela "jučerašnja" računica "danas" je već netočna.

    Prilqgodba je tek krenula

  • ATPL (Atlantska plovidba d.d.)

    Quote from Kvark
    Quote from gigic23

    Evo draga Kvark, znači u ovo zadnje vrijeme krenuli su sa 60.000, a kako stoje stvari prebrzo će zavrsiti na 0. Inače u pocetku su imali 148.000 dionica. To je skrbnićki račun "institucionalca".

    Hvala puno za rezime proslih dogadjanja. Jos kad bi mozda imali informaciju gdje je prebaceno zadnjih 5 tis komada, bilo bi lijepo kad bi podijelili sa mnom. :))

    Draga kolegice, u Vašem pitanju se nalazi odgovor. Tamo gdje se ne vidi na prvi pogled. A nije na odmet pogledati i protrgovanu kolićinu toga dana. <3

  • DRY BULK

    Panamax Stella Dora (81,600 DWT, Aug 2014, Jinling Shipyard Jiangsu) sold to South Korean buyers for USD 22.00 mil, VV value USD 20.69 mil – BWTS fitted.

  • Svaštara (offtopic postovi iz raznih tema)

    Quote from alias

    :) Ovo je postalo zanimljivije, ali i zamršenije, od turske sapunice. Koliko sam ja pohvatao, po ekipi ovdje, shorteri su prvo bili iz croatia banke. Kasnije su se s njima udružili OTP. Kako su sad addiko banka i zagrebačka isto "institucionalci"? A SZIF i Pivci? Kojoj oni skupini pripadaju? Više ne znas tko koga. I jos nešto. Prije se pisalo da ovi prodaju da zajebu tog IB-a da mu pukne margin. Sad je tip prije nekih mjesec dana izasao iz tog margina, a ovi još prodaju. Kompletni dar-mar

    Mi volimo sapunice :) , sa predvidivim završetkom <3

  • ATPL (Atlantska plovidba d.d.)

    Quote from D_artagnan

    Hebate, a koje ti datume gledas? Cemu to izvlacenje, sta mislis da je ekipa ovdje toliko naivna da nezna pratiti i pogledati promjene?

    Pa zna se sta se desilo u tom proslom razdoblju, i zasto se preslagalo po skrbnickim racunima. Vidim nisi pazio na satu ili si markirao sa nastave 🤔

    Samo pomoć kolegici :) . Inače nema u tome ništa loše, nego samo dobro i za dionicare i za kompaniju. Prirodna cirkukacija zraka :) :thumbup: <3

  • ATPL (Atlantska plovidba d.d.)

    Quote from Kvark
    Quote from diokidina

    Addiko i Zagrebacka i dalje izlaze, jos im je ostalo 48000kom. Meni nije jasno jeli oni vide da vozarine rastu.

    Nadam se da CERP vidi kako vozarine rastu, pa necu u podjeli duga zbog oduzete imovine i na ime naknade za HRVI.

    Molim Vas za informaciju koliko je Zaba smanjila osim onih 5 tis komada koje smo jucer prokomentirali?

    Sto se tice CERP-a, vidim da kod njih to jos uvijek vrijedi 300 kn pa vjerujem da ce HRVI biti strpljivi i unovciti ih za taj iznos. Nadam se da nece dugo cekati. Vjerojatno taman toliko koliko je potrebno da ih prenesu i registriraju na svoje ime.

    http://www.cerp.hr/UserDocsImages….pdf?vel=416009

    Evo draga Kvark, znači u ovo zadnje vrijeme krenuli su sa 60.000, a kako stoje stvari prebrzo će zavrsiti na 0. Inače u pocetku su imali 148.000 dionica. To je skrbnićki račun "institucionalca".

  • DRY BULK

    Bulk SBI Lynx 2018 82.012 DWT 82.012 Jiangsu New YZJ 2021-sij-07 USD 22,25 Scorpio Bulkers Undisclosed interests Fitted Eco – Electronic Engine Modern


    Malo za komparaciju

  • DRY BULK

    Fourth Consecutive Day of Large Chinese Purchase of US Corn

    • The United States Department of Agriculture (USDA) today reported sales of 800,000 tons of corn to China (exporters are required to report to the USDA any export sales activity of 100,000 tons or more of any commodity). All of the corn will be shipped during the current grain season which ends on August 31st. Today marks the fourth consecutive day of 100,000 tons + sales to China. Prior to Tuesday's initial sale, no 100,000 ton+ US corn sales to China were reported since January 29th. As we have continued to stress in our work, US corn exports remain poised to surge during the next several months. This remains extremely encouraging for the dry bulk market

  • DRY BULK

    Evo mali update obzirom na kretanje futuresa

    Panamax 10yr hire 26.000$/day P/EBITDA 2,4

    10yr hire 28.000$/day P/EBITDA 2,2

    Supra 58 10yr hire 22.500$/day P/EBITDA 2,25

    10yr hire 25.000$/day P/EBITDA 1 95

    Izračun je baziran sa gross hire, radi jednostavnije povijesne usporedbe.

    Važno je napomenuti da ovako niske multiple nisu nikada zabilježene.

    Diskrapancija upućuje na značajnu mogućnost skorog ispravka u dry bulk sektoru.

  • DRY BULK

    Another Large Chinese Purchase of US Corn

    • The United States Department of Agriculture (USDA) today reported sales of 1.224 million tons of corn to China (exporters are required to report to the USDA any export sales activity of 100,000 tons or more of any commodity). All of the corn will be shipped during the current grain season which ends on August 31st. Today's sale comes on the heels of yesterday's 1.156 million ton sale, which marked the first 100,000 ton+ sale to China reported since January 29th. As we have continued to stress in our work, US corn exports remain poised to surge during the next several months.

  • DRY BULK

    Panamax 10yr hire 20.000$/day P/EBITDA 3,4

    10yr hire 22.000$/day P/EBITDA 3,0

    Supra 58 10yr hire 20.000$/day P/EBITDA 2,6

    10yr hire 22.000$/day P/EBITDA 2,3


    Handy 38 5yr hire 20.000$/day P/EBITDA 3,0

    5yr hire 22.000$/day P/EBITDA 2,6

    P vrijednost broda :) :thumbup:

  • DRY BULK

    Chinese Government Putting a Limit on Daily Mongolian Coal Truck Arrivals

    • After reports of a worker from Mongolia's Oyu Tolgoi copper mine being diagnosed with coronavirus, China's government today has begun putting a limit on the number of Mongolian coal trucks that will be allowed into China. Only 200 trucks carrying Mongolian coal will reportedly be allowed into China each day (and no trucks carrying Mongolian copper will be allowed). This decree is valid until further notice.
    • We are unable to confirm how many Mongolian coal trucks previously were crossing into China in recent days, but of note is that as recently as in early September over 2,000 Mongolian coal trucks were crossing each day. Overall, the new 200 truck limitation is an important development and one that we will be continuing to monitor closely. Mongolia primarily supplies coking coal to China, and if the restrictions remain in effect for several days then China will eventually need to import more coking coal from other exporters.
    • Also of note is new daily coronavirus cases, while still relatively low, set a record in Mongolia on March 13th. 169 new cases were reported that day, which has dwarfed the average of approximately 40 new daily cases seen in February. In China (which officially has experienced only the 86th largest number of coronavirus cases globally), new daily cases remain very low. Yesterday, for example, saw only 5 new coronavirus cases reported. China's government wants new cases to remain low -- and for now, imports of Mongolian coal will be coming under coronavirus-virus related pressure
    Quote from jasko
    Quote from gta1

    Ovo ide u svemir ..... Ali na ZSE to ništa izgleda ne valja.... 😌

    Tek smo na početku ciklusa.

    Slažem se!

  • DRY BULK

    Large Chinese Purchase of US Corn

    • The United States Department of Agriculture (USDA) today reported sales of 1.156 million tons of corn to China (exporters are required to report to the USDA any export sales activity of 100,000 tons or more of any commodity). All of the corn will be shipped during the current grain season which ends on August 31st.
    • While smaller sales to China have continued in recent weeks, this marks the first 100,000 ton+ sale to China reported since January 29th. Going forward, US corn exports remain poised to surge during the next several months. As we highlighted in this week's Weekly Dry Bulk Report, total outstanding US corn sales for the current 2020/21 season ended last week at 31.8 million tons. In comparison, a year ago corn sales for the upcoming season at the time stood at 12.9 million tons. Just based on these two figures alone, US corn sales from now through the end of August have been poised to rise year-on-year by approximately 18.9 million tons. Taking into account the new 1.156 sale to China, this now puts the expected year-on-year corn export surge through the end of August at over 20 million tons.

  • DRY BULK

    Further Decline in China's Coastal Power Plant Coal Stockpiles


    • The most recent data as of March 14th shows that coal stockpiles at China's six major coastal power plants have fallen to approximately 14.8 million tons. This marks the second straight week of decline and is down by 700,000 tons (-5%) from the start of this month. Prior to these last two weeks, stockpiles had not declined since mid-January. On a year-on-year basis, stockpiles are down by approximately 4.7 million tons (-24%). The stockpiles are now able to meet only 20 days of demand, which marks a level not seen since late January.