Posts by jasko

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

Quote from tin

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

Quote from tin

Quote from jasko

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.....

https://www.braemarscreen.com/

FFA Cape for July prints 38k/d.                                                                                                                                          

BCI 5TC 31634 242

Quote from looserst

Quote from jasko

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.......

Quote from jasko

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

Osim Energy Efficiency Existing Ship Index (EEXI) imamo i BWTS.............

Complications and challenges

The main wave of BWT system installations is yet to come, says Olofsson. ‘Many owners rushed to have their IOPP renewals before the original implementation date of 8 September 2017 so they would effectively have a five-year grace period to install a system,’ he explains. ‘As a result, we should expect a demand peak in 2022.’ DNV GL believes as many as 15,000 BWTS will have to be installed at that time, he adds. ‘That is a lot of work. Even if we put our estimate at the lower end, assuming just 10,000 installations, this would still be equivalent to 192 system installations per week! All these systems need to be manufactured, purchased and installed.’