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  1. Dionice.NET
  2. jasko

Posts by jasko

  • DRY BULK

    • jasko
    • May 24, 2021 at 2:06 PM

    BCI timecharter 5 T/C routes 180000 32825 232

    BPI timecharter 5 T/C routes 82500 25558 -135

    BSI timecharter 10 T/C routes 58328 26712 219

    BHSI timecharter 7 T/C routes 38200 23761 55

    BDI INDEX 2881 +12

  • DRY BULK

    • jasko
    • May 24, 2021 at 11:45 AM
    Quote from migra

    nedavno smo o tome kako kontejneri svojim ATH vozarinama višestruko blagonaklono djeluju na dry bulk a jedan od aspekata je i dizanje zaposlenosti i margina brodogradilišta,koja i sama najmanje žele graditi dry bulk,posebice dok kontejneri koji su i inače profitabilniji plaćaju i imaju dodatnog motiva za extra plaćati.

    posljedično SH je na dry bulku iznimno tražena roba,najtraženija od svih sektora.

    svakom novogradnjom manje,onom koja će se odgoditi,bonusi na bonuse će biti izdašniji ;)

    tu je i velika prednost SH koji se čeka neusporedivo kraće od NB a ta je škola plaćena u mlrd-ama$ u prošlom bullu pa je jedan scenarij bitno izgledniji.

    Ship orders in the year to date are at the highest volumes seen since 2014. A total of 526 orders of 46.4m dwt and 34.6m gt have been reported so far according to data from Clarkson Research Services.

    Much of this uptick has come from the surge in boxship orders, with 218 vessels of 2.2m teu and 22.9m dwt contracted in the year so far, propelling the boxship orderbook-to-fleet ratio towards the 20% mark. There has also been notable interest in LPG carriers, with 57 orders, according to Clarksons. Meanwhile, just 88 tankers and 81 bulk carriers have been ordered https://splash247.com/volume-of-ship…een-since-2014/

  • DRY BULK

    • jasko
    • May 21, 2021 at 6:41 PM
    Quote from jasko

    Mislim da će sutra Harpex index probiti ATH.......

    The content cannot be displayed because you do not have authorisation to view this content.

    Harpex Containership Index: https://harpex.harperpetersen.com/harpexVP.do

    ALL-TIME RECORD HIGHS

  • DRY BULK

    • jasko
    • May 21, 2021 at 2:08 PM

    BCI timecharter 5 T/C routes 180000 32593 959

    BPI timecharter 5 T/C routes 82500 25693 -141

    BSI timecharter 10 T/C routes 58328 26493 375

    BHSI timecharter 7 T/C routes 38200 23706 134

    bdi index 2869 +45

  • DLKV (Dalekovod d.d.)

    • jasko
    • May 21, 2021 at 1:49 PM

    Društvo je zaprimilo iskaze od kojih

    je samo jedan rezultirao konkretnom ponudom i to zajedničkom uvjetovanom ponudom društava

    CONSTRUCTION LINE ltd. i KONČAR-ELEKTROINDUSTRIJA d.d. Navedena društva su iskazala interes

    da sudjeluju u financijskom restrukturiranju kroz ulaganje u temeljni kapital, a sukladno uvjetima

    navedenima u ponudi.

    Sukladno navedenoj ponudi, model restrukturiranja Društva bi se u bitnome sastojao od

    provođenja slijedećih radnji:

    • smanjenja temeljnog kapitala Društva s iznosa od 247.193.050 kuna na iznos od

    2.471.930 kuna radi pokrivanja gubitaka iz prethodnih razdoblja;

    • povećanje temeljnog kapitala Društva s iznosa od 2.471.930 kuna na iznos od

    najmanje 152.471.930 kuna, a najviše 412.471.930 kuna i to upisom dionica u tri

    kruga, uplatama u novcu i/ili ulozima unosom prava (tražbina). https://eho.zse.hr/fileadmin/issu…acd2189c328.pdf

  • DRY BULK

    • jasko
    • May 21, 2021 at 12:36 PM

    The USDA figures show that China has bought 9.5 million tonnes of corn from the United States and is expected to import about 26 million tonnes from all international suppliers for the 2021-22 season, which begins in September.

    The USDA in its most recent Export Sales report said exports and undelivered sales of US corn to China for 2020-21 totaled 23,244,300 tonnes. Of the total, 11,380,300 tonnes already have been shipped to China while 11.864 million tonnes have yet to be delivered. https://www.world-grain.com/articles/15319…rts-from-the-us

  • DRY BULK

    • jasko
    • May 21, 2021 at 12:19 PM

    Panamax Bulkers have seen strong growth in cargo miles in April when comparing year-on-year. The increase in demand for this vessel type has been supported by the growth in grain trades.

    The content cannot be displayed because you do not have authorisation to view this content.

  • DRY BULK

    • jasko
    • May 21, 2021 at 12:03 PM

    Baltic Capesize index +3% to 32593 + 959

    Jun FFA +5% to $38k/d

    Jul FFA +5% to $40k/d

  • DRY BULK

    • jasko
    • May 21, 2021 at 11:14 AM

    A five-year-old 38,200 dwt handy is now on average worth around $19.5m, up by $5m from the beginning of the year. https://splash247.com/handy-sales-proliferate/

  • TPNG (tankerska plovidba next generation)

    • jasko
    • May 21, 2021 at 10:49 AM

    Tanker Market Earnings https://www.nat.bm/wp-content/upl…Rates210521.pdf

  • DRY BULK

    • jasko
    • May 21, 2021 at 10:31 AM

    Smax

    Jun. 28000

    Jul.. 28000

  • TPNG (tankerska plovidba next generation)

    • jasko
    • May 21, 2021 at 10:17 AM

    dana 19. svibnja 2021. ukupno 300 dionica oznake TPNG po prosječnoj ponderiranoj
    cijeni od 45,00 kn po dionici, što predstavlja 0,0034% temeljnog kapitala Društva. https://eho.zse.hr/fileadmin/issu…5a6870b0c1d.pdf

  • DRY BULK

    • jasko
    • May 21, 2021 at 9:58 AM

    Cape July 40000 +2200

  • DRY BULK

    • jasko
    • May 21, 2021 at 9:40 AM

    Capesize Q3 surpassing previous highs this morning

    The content cannot be displayed because you do not have authorisation to view this content.

  • DRY BULK

    • jasko
    • May 21, 2021 at 9:25 AM

    Chinese bulk carrier operator Jinhui Shipping and Transportation has announced the acquisition of 2004-built 52,686 dwt supramax bulker Tai Hawk from Tai Shing Maritime, an affiliate company of Taiwan Navigation.

    The Japanese-built vessel was sold for a price of $10.8m, higher than VesselsValue’s estimate of $9.85m https://splash247.com/jinhui-acquire…wan-navigation/

  • DRY BULK

    • jasko
    • May 21, 2021 at 9:17 AM

    57k open Singapore area fixed at 32500 for indo coal to japan - cnr

    Evangelia 61k dwt open vietnam fixed on subs to WCI-PAK at 32.500 if Pakistan- if India 35.500 - cnr

    MV Venus Halo 56dwt open Indon fixed aus coal to Japan at 35k with charts Daiichi

    Bao Qin (56,877 2010) Humen 30 May trip via Philippines redel China intention nickel ore $32,000 - cnr

  • DRY BULK

    • jasko
    • May 20, 2021 at 10:10 PM

    Mislim da će sutra Harpex index probiti ATH.......

    The content cannot be displayed because you do not have authorisation to view this content.

  • DRY BULK

    • jasko
    • May 20, 2021 at 8:47 PM

    Joakim Hannisdahl

    I currently recommend the following capital allocation within DryBulk shipping to clients

    The content cannot be displayed because you do not have authorisation to view this content.

  • DRY BULK

    • jasko
    • May 20, 2021 at 7:49 PM

    Solin 2012 51545 dwt $25.000

    The content cannot be displayed because you do not have authorisation to view this content.

  • DRY BULK

    • jasko
    • May 20, 2021 at 2:51 PM

    DRY BULK NET GROWTH IS THE LOWEST IN 30 YEARS

    Orderbook is likely to stay muted due to limited slot availability before 2024, increasing prices, availability of financing and new emissions regulations

    ESTIMATED NET FLEET GROWTH OF ~1.7% (2021), ~1.3% (2022) AND 2.8% (2023) https://ml-eu.globenewswire.com/Resource/Downl…e4-271edf4ef846

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