From Jan 1. 2021 To Oct 6. 2021

Ship owners are ramping up their newbuilding ordering activity, loading up with new bulkers, as the market’s prospects appear to be quite bright once again. However, some delays could be expected. In its latest weekly report, shipbroker Banchero Costa highlighted that “many yards, particularly in China, are experiencing production difficulties as a result of equipment suppliers’ inability to obtain raw materials on time... https://www.hellenicshippingnews.com/dry-bulk-marke…vestment-spree/

Dry bulk na Redditu... https://www.reddit.com/r/wallstreetbe…000_welcome_to/

Baltic Dry Index rises 4.4% to 5,647

Capesize +7.4 to $86,870

Panamax 4 TC - 0.4% to $33,794

Supramax 58k tons +0.2% to $37,269

BDI 5.647

BCI 10.475

BPI 3.903

BSI 3.388

BHSI 1.998

Quote from mitkko

Quote from jasko

Dobit od 100m kn za 2021. godinu je minimalna...

Kad bi ulpl imala P/E kao jdpl, cijena dionica bi bila 300 kn....

Kad bi ulpl imala P/E kao atpl, cijena dionica bi bila 800 kn....

kolega, jesi racunao NAV?

Kupuje se buduće poslovanje …NAV….i dobit koja će biti..

Gledajte kakvi će pokazatelji…vozarine…NAV …dobit i sve drugo biti za godinu dvije….i onda recite koliko bi platili za cijenu dionice..

Zaboravite prošlost….gledajte sto će se desiti u budućnosti i to je ono sto kupujete…

Kad NAV bude pozitivan i prikazana velika dobit….meni je to signal za prodaju.

Quote from jasko

Quote from pinball

Jeste možda radili izračun za ULPL?

Hvala unaprijed

Ako pretpostavimo dobit od 100m kn za 2021. godinu, onda bi to trebalo ovako izgledati:

ALPHA ADRIATIC d.d

ZSE:ULPL PE (Price to Earnings) Ratio Calculation

	Calculation	Outcome
PE Ratio	= ZSE:ULPL Share Price ÷ EPS (both in HRK) 115 ÷ 167	0.69x

Dobit od 100m kn za 2021. godinu je minimalna...

Kad bi ulpl imala P/E kao jdpl, cijena dionica bi bila 300 kn....

Kad bi ulpl imala P/E kao atpl, cijena dionica bi bila 800 kn....

Rastom vozarina, raste i vrijednost brodova........                                                                                                                                                                                                                                                                                                    

An active day for Supramax Oct and Q4 traded to respective highs

of $39000 and $39250.

Surging Energy Prices and Agricultural Commodities https://www.breakwaveadvisors.com/insights/2021/…ral-commodities

Biggest increase seen in the C9 northern Europe/Mediterranean to China/Japan route, which settled at $113,700 per day at the close on the Baltic Exchange https://lloydslist.maritimeintelligence.informa.com/LL1138416/Cape…nnage-tightness

China expected to up coal import in fourth quarter – promising sign for dry bulk

With China short on coal for electricity production at its coal-fired power stations, the country's coal import is expected to rise in the fourth quarter and beginning of 2022. This is good news for dry bulk carriers, note Bimco and Star Bulk. https://shippingwatch.com/carriers/Bulk/article13339886.ece

Rotterdam coal up 34% today…                                                                                                                                                                                                                                                                                                                                      

Quote from jasko

BDRY is up 907% from its all-time low reached on 5/11/20.

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Do kraja mjeseca bi moglo biti 1000%

Supramax Q1 22 / 29000 Nov 21 blizu 40000

BDI 5409 + 142

Baltic Dry Index rises 2.7% to 5,409

Capesize +4.99 to $80,877

Panamax - 1.13% to $33,923

Supramax 58k tons +0.02% to $37,201

Freight futures am update

Capesize up ~9%

Panamax up ~4%

Quote from pinball

Jeste možda radili izračun za ULPL?

Hvala unaprijed

Ako pretpostavimo dobit od 100m kn za 2021. godinu, onda bi to trebalo ovako izgledati:

ALPHA ADRIATIC d.d

ZSE:ULPL PE (Price to Earnings) Ratio Calculation

Supramax Q1 22 u tjedan dana sa 26000 na 28000 usd...                                                                                                                                                                                                                                                                                                     

Supramax 1 yr T/C week 39 usd 29k/30,25k

Supramax market still strong and steady, USG fhaul rates arnd $50k while BlSea fhauls seen arnd $53k’s daily reported dely Oran prompt trip via Djen Djen redel W. Africa $51,500 for 57k dwt.