Mislim da slijedi odbijanac...... 
Posts by jasko
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BCI 5 T/C routes 21157 2019
BPI 5 T/C routes 24355 698
BSI 10 T/C routes 26997 34
BHSI 7 T/C routes 24284 -412
BDI INDEX 2387 +103
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TC11 + 3530% y/y ................
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Tanker orderbook. Look at 2024..
source: Clarkson Research
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With positive indexes on Capes and Panamax, and a positive Asia index on Supramax, positive sentiment has returned for now.
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The small-sized bulkers are emerging as champions among all size classes for bulk carriers with recent estimates by Allied showing that average S&P prices for Supramaxes and Handysizes have increased by 104% and 101%, respectively, since the beginning of 2021. Sales prices for Capes and Panamaxes rose by 74% and 64% over the same time period. Likewise, freight earnings for Supras and Handies since the start of 2022 have outperformed those of the larger Panamaxes and Capesizes. BMTI Investment Review (13 June 2022) - BMTI – Trend Experts for Shipping (bmti-report.com)
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BCI 5TC 19138 +511
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Preokret na vidiku..........
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.... pravi support je na 2000 bodova .
Na 2202 ............
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Imamo support na 2200..........
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Cleaves Shipping Fund — TANKERS
Net Asset Value estimations
$DHT $6.36
$DIS.MI $0.35
$EURN $10.93
$FRO $7.10
$HAFNI 24.60 NOK
$HUNT 3.64 NOK
$INSW $27.02
$NAT $2.35
$OET 116.09 NOK
$STNG $41.57
$TNK $20.74
$TNP $20.20
$TRMD $12.45
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Abysmal sentiment in the broader market
Correlation to #shipping is statistically insignificant, although higher during large down movements like seen lately
Our medium-term view of shipping is ~unchanged by recent macroeconomic events
A snippet of our universe in table below
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Prošli cili tjedan smo ignorirali pad vani, sada su si ljudi dali oduška....ja sam likvidirao većinu onoga sa plusom ili malim minusom...
EDIT: danas otišlo Bogu na istinu -3% portfelja.
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Bimco: "The impact of the Energy Efficient Existing Ship Index (EEXI) & Carbon Intensity Indicator (CII) + shipping’s inclusion in the EU emissions trading system (ETS) [should] reduce the global tanker fleet’s effective capacity by between 4.5% and 5%" ........ Niels Rasmussen says slow steaming will offset tanker fleet growth, leading to higher rates. Bimco analyst predicts emissions rules will cut tanker capacity by up to 5% | TradeWinds (tradewindsnews.com)
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2022 8th Capital Link Maritime Leaders Summit Greece Forum - Shipping & The Global Supply Chain Forum capital linkova
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George Economou sees at least three years of good health ahead for dry bulk Bulkers regaining allure for major Greek owners :: Lloyd's List (informa.com)
