After the worst year in three decades in 2021 and a terrible start to 2022, analysts have just cut their rate forecasts and pushed back their recovery timelines, yet again. https://www.freightwaves.com/news/how-low-c…forecasts-again
Posts by jasko
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Po lokaciji ta dva broda su na sidristu s ostalim brodovima van luke, znaci sigurno nisu na dokovanju dok lokacija ne pokaze da su otisli u dok.
Može biti da je tako ali već su tamo dugo...a ne ma ni odredišta koja sljede...sad su tamo 20 tak dana.
Momentalno niti jedan brod nije na dokovanju..... Planirano je dokovanje u Kini, a ne u Bangladešu...
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S druge strane kontejneraši rasturaju.
Panamax 4250 TEU - 95000 USD/day
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Teški dani za brodare: Baltic Dry Index pada već gotovo četiri mjeseca https://www.tportal.hr/biznis/clanak/…a-foto-20220128
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Većinsko je razmišljanje da dry bulk ima lijepu budućnost. Pitanje je kako to kapitalizirati. Koje dionice da pikiramo. Panl recimo ima dobre vozarine, al za dionicu to malo znači.
Tko po Vama ima najbolje preduvjete za biti vodeći po rastu (najviše narasti) u ovom ciklusu porasta vozarina kojeg ciljamo?
SB, GNK, DSX, ili netko treći?
GNK, GRIN i EGLE
Bogme, imaš prav za GRIN................
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Indonesia revokes coal export ban on 759 companies https://lloydslist.maritimeintelligence.informa.com/LL1139701/Indo…n-759-companies
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Vozarine su i dalje dobre..mislim da će još koji dan biti neznatan pad, i da slijedi lagani oporavak..da budu oko 20000 svi bi bili sretni
Bit će kolega, ne brinut.......
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Genco Shipping (GNK) - Looking Beyond Seasonal Dips Toward High Dividends
Genco Shipping (GNK) - Looking Beyond Seasonal Dips Toward High DividendsFavorable Dry Bulk Market Outlook Intact, Albeit with Volatility. While overall TCE rates have dropped recently due to weather disruptions and.marketwirenews.com -
BCI 5 T/C routes 180000 8918 2138
BPI 5 T/C routes 82500 16557 -58
BSI 10 T/C routes 58328 17569 -174
BHSI 7 T/C routes 38200 18198 -106
BDI 1381 +79
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Freight futures am update
Capesize up ~12%
Panamax up ~4%
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BCI 5TC 8918 +2138
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Tanker FFA Report
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Cape u KIni + 88,5% https://en.sse.net.cn/indices/fdinew2.jsp
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#1 je i danas aktivan......
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Po jutru se dan poznaje.................
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Replays of Capital Link’s Company Presentation Series Are Now Available https://www.globenewswire.com/news-release/2…-Available.html
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Većinsko je razmišljanje da dry bulk ima lijepu budućnost. Pitanje je kako to kapitalizirati. Koje dionice da pikiramo. Panl recimo ima dobre vozarine, al za dionicu to malo znači.
Tko po Vama ima najbolje preduvjete za biti vodeći po rastu (najviše narasti) u ovom ciklusu porasta vozarina kojeg ciljamo?
SB, GNK, DSX, ili netko treći?
GNK i ULPL.........
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(Bloomberg) — U.S. natural gas futures suddenly spiked the most on record Thursday afternoon, a dramatic move that signaled bearish wagers being squeezed out of the market.
The eye-popping surge of as much as 72% came ahead of the expiration of the February contract, which was thinly traded, as weather forecasts turned colder. A spokesperson for CME Group confirmed the price jump, the most since the contract launched in 1990. The more-active March contract saw a gain of less than 10%. https://financialpost.com/pmn/business-p…n-short-squeeze
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Small to medium-sized bulkers fare better than capes https://lloydslist.maritimeintelligence.informa.com/LL1139653/Smal…tter-than-capes
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Rising Tensions in Eastern Europe and Dry Bulk Shipping https://www.breakwaveadvisors.com/insights/2022/…y-bulk-shipping
