Posts by jasko

Despite the falling rates over the recent weeks, the lag in Belship’s business means that when the spot markets fall, the outperformance will tend to be higher. The company communicated of a 77% of available ship days in 4Q to be booked at about USD 29,000 net per day (compared to USD 25,378 net per day during 3Q21). Around 42% of available ship days in the next four quarters are booked at about USD 25,500 net per day. Both these figures should be valued very positively, mostly meaning that the next year is deemed to be highly profitable even in the event of the rates not recovering to previous heights. The long-term future is bright as well – the orderbook of Supra/Ultramaxes is below 6% which is historically very low – we are heading towards the lowest rate of supply growth in 30 years. Furthermore, if the pandemic brings no more surprises, the economic activity should accelerate, whereas the minor bulks tend to correlate with the GDP. https://www.hellenicshippingnews.com/belships-buy-n…tremely-strong/                                                                                                                                                                                                                                                                                  

Quote from stipe_Cro

Znaš možda zašto se Pmaxi razlikuju od podataka koje nalazim na twitteru?

Tamo je Pmax 5 T/C na 20620 i nije ni u petak išao ispod 20k.

Imamo Panamax 4TC i Panamax 5TC

Baltic Dry Index rose 3.64% to 2,645 points

Capesize +7.59% to $32,210

Panamax +0.44% to $19,284

Supramax 58k tons -0.07% to $24,585

Freight futures am update

Capesize up ~2%

Panamax up ~3%

BCI +8% to $32210

Supramax
The index has not yet turned but the futures have followed the rest of the sector higher with the Dec contract closing the day
up USD 1,175, more importantly we have another bullish rejection candle on the weekly chart warning of the potential for
further upside pricing next week. It is worth noting that downside moves in both the PMX and SMX sectors that trade below
the low of the weekly rejection candle is classed as a straight technical sell (Larry Williams). Upside moves next week above the
USD 27,250 level will create a higher high and warn the USD 31,500 area could be tested.                                                                                                                                                                                                                                  

SPAN EV/EBITDA 6.2 i to sa cijenom 221................

Dry Bulk Contracting Activity and Price Trends https://www.breakwaveadvisors.com/insights/2021/…nd-price-trends

Prema Izraelskoj statistici u 2021. godini ima 500% vise slučajeva infarkta/iznenadne smrti među FIFA sportašima nego prošle godine. https://www.sott.net/article/461011…PjdUpp2E-0oOZi0

Options exercised.Total of fourships now on order

Prava katastrofa dogodila se na Bečkoj burzi nakon što je austrijska vlada jučer najavila uvođenje lockdowna https://www.tportal.hr/biznis/clanak/…i-foto-20211120

Kolike su šanse za oživljavanje prilično skučenog i tromog tržišta kapitala u nas? Izlazak SPAN-a na Zagrebačku burzu unio je malo živosti, ali danas još vlada zazor prema trgovanju dionicama, nakon kraha tržišta 2008. godine. https://slobodnadalmacija.hr/vijesti/hrvats…talizam-1144426

Even Larger Amount of Global Grain Exports Expected https://www.breakwaveadvisors.com/insights/2021/…xports-expected

Route Description Size Value($) Change

BCI 5 T/C routes 180000 27033 1627

BPI 5 T/C routes 82500 21025 -1252

BSI 10 T/C routes 58328 24725 -138

BHSI 7 T/C routes 38200 28307 -167

BDI INDEX 2454 +24

Freight futures am update

Capesize up ~8%

Panamax up ~3%

Baltic Capesize-indeksen + 6,4 prosent til 27.033 dollar pr dag, ifølge The Baltic Exchange

Quote from BudFox

Ako sam uspio dobro primjetiti, oni brodari vanka sa TC vozarinama za Q3 iznad 25k $ i oko cca 29k $ samo padaju, a oni ispod 20k $ i kao DSX oko 17k $ brutalno padaju, jer nisu uspjeli u potpunosti iskoristiti ovaj momentum porast vozarina ove godine. DSX (pala -6.3%) je jucer probila SMA 200, a svi znamo sto to znaci. Ili ne.

Znamo da slijedi odbijanac min. 50% do kraja godine.... Živi bili, pa vidjeli...

Weekly Dry Time Charter Estimates, November 17 2021

Route Description Size Value($) Change

BCI 5 T/C routes 180000 25406 -2653

BPI 5 T/C routes 82500 22277 -1795

BSI 10 T/C routes 58328 24863 -27

BHSI 7 T/C routes 38200 28474 -214

BDI INDEX 2430 -161

Quote from jasko

Quote from jasko

Prosjek vozarina za 10. mjesec... Supermax 38018                                                                                                                                                                                                                                                                                   

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Prosjek vozarina za 11. mjesec.............