Posts by BabaLuji

  • ATPL (Atlantska plovidba d.d.)

    Zanimljivo je pratit trgovinu na atpl s obzirom da je 10.5. za capsize bilo 42370$ a danas je 34 542$ i te vrste brodova nemaju u floti bas zanimljivo, a upravo je tu najveci pad zabiljezen. Panamax 25 790 $ dok su danas 25 316$ vau kakav pad i supramax 24 379$ danas 25 266$ i handy bili 19692$ dok su danas na 20873$ hm i sad budi pametan s obzirom na obzir i pad cijene... palubo moja ja sam unutra cijelo vrijeme i samo promatram i kupujem hm mozda sam lud a mozda i nisam tko zna.... imam osjecaj za filing 😂😂

  • ATPL (Atlantska plovidba d.d.)

    Do izvjesca valovito, a onda tek pomicanje granica. Cinjenica je da napokon zarađuju na ovim razinama i u totalno krivom kvartalu s obzirom na povijesne aspekte trgovanja... ovo je iza covida kao iza rata krece obnova budi se ekonomija... analiticari predviđaju 3.i 4.kvartal jos agresivniji i neusporedivo bolji od pocetka godine... aj ti sad budi pametan 🤔

  • DRY BULK

    Shipping is a seasonal business. Commodity producers and commodity consumers are subject to weather patterns that affect the flow of goods, both from a supply as well as a demand perspective. For dry bulk, seasonality is mainly focused on weather-related disruptions, seasonal construction demand, stocking cycles, heating degree days, and grain harvesting.

    Most industry participants know that the first calendar quarter of each year is the weakest period of the year. Our work confirms that, although it is not universal across all asset classes. In fact, March has proven to be one of the strongest months for smaller size vessels, while during years when the rainy season is not as profound in Brazil, Capesize rates have also thrived during March.

    Freight futures prices tend to reflect seasonality, with second half pricing usually above first half. However, the contango is not as wide as it should be, leaving significant upside, especially in the absence of “carry” in freight. We believe market participants should focus on sequential demand changes rather than relative pricing, to gauge the potential strength of seasonality in freight rates.

    Over the last 10 years, on average, market participants have underestimated the strength on the market’s seasonality, with significant potential returns. We believe negative bias as a result of spot activity and of course the lack of “carry trade” in freight, are the main reasons for such discrepancy.

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    Figure 1. Futures versus Settlement. (Futures prices as of

    May 1st of each year)

    Capesize rates exhibit the most seasonality

    When it comes to dry bulk, Capesize vessels exhibit the most seasonality. That should come at no surprise, as Capesize vessels mainly transport iron ore, which as the chart above shows, exhibits considerable seasonal fluctuations. Most market participants know that the first quarter of the year is the weakest period for Capesize rates. Both Australia and Brazil produce and export less iron ore and that has an impact on Capesize freight rates. As the year progresses, freight rates tend to improve, in line with higher exports and thus increased demand for transportation. However, as we will later discuss, the degree that such improvements are priced into the futures market is quite low, an inefficiency which we think is exploitable.

    To measure seasonality, we plotted the deviation of each month average spot rates from the annual average. For example, in a year that the average Capesize spot rate is 20,000 and the average March spot rate is 15,000, we assign a 75% value to the month of March.

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    Figure 4: Capesize spot rate seasonality, 2011- 2019 settlements

    On smaller sizes, seasonality is less profound. Except for the first quarter of the calendar year, and a brief deep in early summer (shoulder months), the year seems relatively stable in terms of fluctuations.

  • Komentari trgovanja na burzi - LIVE

    Mi se korigiramo godinama izgleda 😀😀 kad se iskorigiramo onda korona, agrokor, nuklearni napad, joža koronu preboli tako uvijek neki tektonski poremecaji... jedino zelenilo bi moglo donijeti ovo da nam slijedi rast bdpa prema analizama EU... nemogu oni nama poslat para koliko nama treba za taj rast 😂😂😂

  • JDPL (Jadroplov d.d.)

    Ovo treba atlantska ili slicna kompanija koja zna upravljat brodovima uzeti besplatno tipa jadroplov plus da se zove, a drzavi eto zgrada neka ostane... pomorci bi imali place i svi bi bili sretni... perusko da bude direktor to bi cvijetalo.

  • JDPL (Jadroplov d.d.)

    Zaboravio si da ako drzava pajdi prodaje sve to pada u vodu i vrijedi kao 1945.godine... kad bi se sve vrednovalo normalno jdpl ne bi niti postojao kao sto bi gospoda u upravi bila gladna kruha i po kontejnerima kopala boce... ovako su neki manageri

  • DRY BULK

    U srijedu je indeks Baltic Dry pao za 3,5 posto, na 3.139 bodova.

    • Capesize pada 7,1 posto na 39.055 dolara.
    • Panamax pada 0,5 posto na 26.270 dolara.
    • Handysize pada 1,7 posto na 20 376 dolara.
    • Supramax raste 1,1 posto na 24.963

  • DRY BULK

    Diana Shipping Inc. has announced that, through a separate wholly-owned subsidiary, it has entered into a time charter contract with Bocimar International N.V., for one of its Kamsarmax dry bulk vessels, the m/v Myrsini. The gross charter rate is US$27 750/d, minus a 5% commission paid to third parties, for a time charter period until minimum 15 October 2021 up to maximum 30 November 2021. The charter is expected to commence on 10 May 2021.

    The m/v Myrsini is currently chartered, as previously announced, to Ausca Shipping Limited, Hong Kong, at a gross charter rate of US$11 500/d, minus a 5% commission paid to third parties.

    The Myrsini is a 82 117 DWT Kamsarmax dry bulk vessel built in 2010.

    The employment of Myrsini is anticipated to generate approximately US$4.3 million of gross revenue for the minimum scheduled period of the time charter.

  • ATPL (Atlantska plovidba d.d.)

    Je korekcija samo atpl nije pratila rast od 200/300% sto je vani napravilo... tako da ima tu jos prostora ali bolje malo stabilizirat pa u nove pobijede... IB je malo ipak stete napravio mora se priznat ali bolje na ovim razinama jer na 800 900 da je to napravio bio bi potop crvenilo tesko... ovako mu je to dobar potez ispao...

  • ATPL (Atlantska plovidba d.d.)

    Igore napravi profil ili pokazi znak da znamo hoces li kupovat ili prodavat da znamo i mi sta cemo jer nisu bitne vozarine ni geopolitika oporavka vec jesi li zatvorio kredite i jesi to prodao 2000 i kupio 5000... eto dragi Igore javi nam svima sto prije. Hvala