DRY BULK NET GROWTH IS THE LOWEST IN 30 YEARS
Orderbook is likely to stay muted due to limited slot availability before 2024, increasing prices, availability of financing and new emissions regulations
ESTIMATED NET FLEET GROWTH OF ~1.7% (2021), ~1.3% (2022) AND 2.8% (2023) https://ml-eu.globenewswire.com/Resource/Downl…e4-271edf4ef846
GOGL (BUY/$16) reported 1Q EBITDA (adj.) slightly below our expectations, but marginally above consensus. Higher opex/TC-in/G&A per fleet day was the culprit, as our utilization and gross TCE/d was spot on. DPS of $0.25/sh was far above our $0.07 forecast & cons at $0.09
Route Description Size Value ($) Change
BCI 5 T/C routes 180000 31634 242
BPI of the 5 T/C routes 82500 25834 125
BSI of the 10 T/C routes 58328 26118 333
BHSI 7 T/C routes 38200 23572 204
BDI INDEX 2824 +23
Supramax probio 30000 usd
Singapore via Indonesia to southern China 57000DWT Supramax $/day 30055 +82
https://live.euronext.com/en/product/equ…oup/gogl/quotes
Ovi neprekidno rastu već 10 tak dana.....
Pet analitičara su dali preporuku za kupnju. Prosječna cijena je 98,6 NOK, a kreće se između 83 i 132 NOK. https://finansavisen.no/nyheter/shippi…artal-noensinne
Vrijednost brodova nastavlja rasti... https://fearnpulse.com/#4
BCI 5TC 31634 242
Znači i dans BDI vjerojatno ide gore ....iako mi se čini da bi uskoro Capovi mogli ići značajnije gore s cijenom.....
FFA Cape for July prints 38k/d.
BCI 5TC 31634 242
Nešto je zaštekalo... http://www.doric.gr/wp-content/upl…_18_09_2020.pdf sad bi trebalo biti OK. http://www.doric.gr/wp-content/upl…_12_03_2021.pdf
Pusti link...ko ubire vozarine?
Pričekajmo izvješće, pa ćemo vidjeti.......
Tko ubire ove vozarine ATPL ili ACB ????
Zagreb 80,300 2008 Manila 15 Sept Spore-Jpn $10,500 http://www.doric.gr/wp-content…eklyreport_18_09_2020.pdf 6 mjeseci kasnije Zagreb 80300 2008 Taichung 10 March Malaysia chopt India aprrox $20,000 http://www.doric.gr/wp-content…eklyreport_12_03_2021.pdf
Nešto je zaštekalo... http://www.doric.gr/wp-content/upl…_18_09_2020.pdf sad bi trebalo biti OK. http://www.doric.gr/wp-content/upl…_12_03_2021.pdf
Tko ubire ove vozarine ATPL ili ACB ????
Zagreb 80,300 2008 Manila 15 Sept Spore-Jpn $10,500 http://www.doric.gr/wp-content…eklyreport_18_09_2020.pdf 6 mjeseci kasnije Zagreb 80300 2008 Taichung 10 March Malaysia chopt India aprrox $20,000 http://www.doric.gr/wp-content…eklyreport_12_03_2021.pdf
‘The Big Short’ Investor Buys Into Shipping https://gcaptain.com/the-big-short-…-into-shipping/
Weekly Dry Time Charter Estimates
Route Description Size Value ($) Change
BCI 5 T/C routes 180000 31392 -37
BPI 5 T/C routes 82500 25709 27
BSI 10 T/C routes 58328 25785 222
BHSI 7 T/C routes 38200 23368 167
BDI 2801 +6
BCI 5TC 31392 -37
Pmax
May24750
Jun. 25250
Jul.. 25500
Smax
May25100
Jun. 26375
Jul.. 25000
18.05.2021.
Panamax 4 Time Charter Average
Spot 24346
MTD 25125
YTD. 18741
Supramax 10 Time Charter Average
Spot 25563
MTD 24566
YTD. 18536
Handysize 7 Time Charter Average
Spot 23201
MTD 22010
YTD. 17801
Weekly Vessel Valuations Report
Route Description Size Value ($) Change
BCI 5 T/C routes 180000 31429 -1273
BPI 5 T/C routes 82500 25682 -497
BSI 10 T/C routes 58328 25563 151
BHSI 7 T/C routes 38200 23201 190
BDI 2795 -61
BCI 5TC 31429 -1273
