Posts by StatusQuo

  • Utjecaj i posljedice ratova na tržišta kapitala

    Za one koji govore kako su ukrajinci ostali zateceni i ne pripremljeni za rat, pogledajte ovaj video predsjednikovog savjetnika iz 2019 koji jos onda govori da je rat neizbjezan i da ce se desit 99% jer kojim god putem krenili opet bi zavrsilli u ratu


    A njegova voljna uloga uu svemu nije zanemariva

    Arestovych is a graduate of the Odessa Military Academy, he has a diploma of military translator. According to data that need further confirmation, from 1994 to 2005 he worked in the Chief Directorate of Intelligence of the Ministry of Defence of Ukraine and is a reserve major.

    Since 2014, he has been preparing combat units under the People's Reserve program, organizer of a charity fund to provide psychological support to the military in the ATO zone (2014—2017).

  • Utjecaj i posljedice ratova na tržišta kapitala

    Quote from tollway
    Quote from hugh

    "znaju burze".........i vele nam da če sve biti skupo, plače iste, kamate veče, gospodarski rast manji pa zatim nikakav a da čemo svi živjeti bolje.......valja misle na onu komponentu da je za sreču potrebno zdravlja........samo mi nije jasno kako burze toliko "brinu o zdravlju" a ne o financijama....... :D .......za sad ni nemaju puno izbora dok ovi klauni koji paradiraju sa našom lovom omogučuju bogatima da budu još bezobraznije bogati..........te njihove parade mi skupo plačamo svakog dana na računima za sve što kupujemo......parada če završit kad raja ne bude više imala love za sve što je potrebno trošiti i konzumirati da bi ekonomije rasle.........jel tad nakon stagflacije na vrata kuca recesija........

    to sam neki dan pokušavao objasniti prijatelju. rusima uveli za sada max moguće sankcije.... jadni kako li će živjeti i preživjeti... pusti ruse, oni će se uvijek nekako snači. navikli živjeti i puno goroim situacijama od ovoga. vrlo žilav, snalažljiv i fleksibilan narod.

    a malo tko vidi da nas te iste sankcije udaraju sa svih mogućih strana!!! i bole nas već sada puno više nego li prosječnog rusa!! i malo tko je svjestan da će nas to jako boljeti i koštati godinama!! kaj mene briga kako će to osjetiti ruski narod dok ja već svakodnevno plačam i svaki dan ću plačati sve više!!!???

    a ruski plin, nafta i ugljen još uvijek idu u zapadnu europu! kako bude ako putin zabrani isporuke? pola europe će biti u kolapsu!!! sa njemačkom na prvom mjestu! posljedično do svih nas!

    Pa problemi inflacije nisu poceli od sankcija rusiji da bi sve strpali u isti kos.

  • JDPL (Jadroplov d.d.)

    Quote from D_artagnan

    A da, djeluje predobro da bi bilo istinito 😅. Ali svi vjerujemo da vozarine ce tek odletiti u narednom razdoblju pa mozda i nije puno sadasnjih 50mil. $ u 5 godina… znaci prihod od samo tog jednog +20 godina starog broda, cca 210 kn/ dionici u tih 5 godina 💰💰💰

    Zasto nisu objavili o kakvoj vrsti ugovora se radi sta bi bilo normalno nego apostrofirali samo prihodovnu stranu, mislim ocito je iz razloga dizanja cijene zbog dokapitalizacije, bez daljnjega JDPL vrijedi vise bez obzira na ovaj ugovor ali nemojte se zavaravati da je toliko dobar koliko se na prvu cini.

  • JDPL (Jadroplov d.d.)

    Quote from D_artagnan

    Šta sad nevalja? To što su ugovorili stari brod za cca 27k $/danu ??? Svašta nećeš ovdje pročitati hahahahaha

    Pa šta ima bolje od toga da stari izamortizirani brod koji je za otpis ugovoriš da ti godišnje napravi prihod od 10 mil.$.. cca 40 kn/dionici 8)

    Ovo je dionica koju definitivno treba imati u portfelju u nekom %. jbga očito neki neznaju zbrojiti 2+2 ?(

    Valja itekako rekao bih deal desetljeca za ovaj brod ako nema skrivenih caka, samo sta nesto smrdi jer ovo je van svih okvira i norma koji su trenutno na trzistu pa onda trazimo sta smrdi, a informacija je stura za iscitat koliko od tih prihoda stvarno njima ostaje i jeli klasicni TC ugovor.

  • JDPL (Jadroplov d.d.)

    U svakom slucaju jedna strana je dobro ostecena ako gledamo da se radi o standardnom TC ugovoru, ako gledamo standardne ugovore kakvi su onda je logika da je centar ostecen masovno da li je tome kumovala politika izgleda da je, jer ovdje se sve vrti oko politike sad koja je kvaka ne znam, jer na oko izgleda jednostavno prihod toliki i to je to, troskovi goriva bi trebali biti na centru u ovakvim ugovorima, ali da nije muljaza je ugovorit po ovim vozarina brod koji trosi goriva bar min 30% vise od novijih na trzistu gdje ugovora s tim vremenskim rokom nema bas s tolikom vozarinom, a onda ces uzest noviji brod, a ne stari 20 godina jer demanda nema toliko pa onda moze ipak birat narucitelj, pogotovo sta je najkomicnije taj brod u ovim okolnostima kratkih perioda nije postigao tu vozarinu, koja je prica izad svega toga tesko da cemo saznat, a mozda postoji i neka kvaka sta je sve trosak u ovim prihodima pa uspijemo nesto saznat iz izvjesca na kraju.

  • DRY BULK

    Maersk upozorio na moguće poskupljenje transporta zbog lockdowna u Šangaju
    ŠANGAJ - Lockdown u Šangaju ozbiljno će naštetiti transportu i mogao bi povećati troškove, upozorila je danska brodarska tvrtka Maersk, signaliziravši pojačani…
    seebiz.eu

    Zračna luka i terminali za pretovar brodova u Šangaju spadaju među najprometnije u svijetu i neće biti obuhvaćeni strogim mjerama zatvaranja u dvije faze kojima su gradske vlasti žele suzbiti covid 19, ali grad je zabranio kretanje vozilima bez domova i stanovnicima..

    Maersk, druga najveća svjetska kompanija za konternerski prijevoz, procijenio je u ponedjeljak da će usluge kamionskog prijevoza s odredištem odnosno polazištem u Šangaju biti smanjene za 30 posto zbog potpunog zatvaranja šangajskih regija Pudong i Puxi do 5. travnja.

    Dodali su da će skladišta u Šangaju biti zatvorena do petka.

    „To će značiti dulja razdoblja isporuke, a možda i veće troškove prijevoza, poput naknada za zaobilazne rute i za autoceste", istaknuli su u Maerku.

    Tvrtka za transport i skladištenje tereta sa sjedištem u SAD-u SEKO Logistics priopćila je da su tvornice u susjednoj kineskoj pokrajini Zhejiang odlučile isporučivati pošiljke iz luke Ningbo, umjesto iz Šangaja.

    "Očekujemo: naglo povećanje cijena zračnog prijevoza počevši od danas. Već smo danas dobili nekoliko ekstremno visokih ponuda na upite za (transport) u Europu", stoji na njihovoj internetskoj stranici

  • Kako trgovati dionicama? Strategije, cake i savjeti

    Quote from Marin83
    Quote from Milijarder

    Neće suza nego na oko, day-tradera!

    Ne mogu vjerovati!

    Čini se da je day-trader stanje duha, a ne poslovnog stava, kako sam do sada mislio!

    Marine, hvala što si mi pomogao ovo spoznati!

    Reci to onima koji su se držali tvoga stava na 570kn, pa su gledali 350kn na gledalici i to par puta...poanta je dio prodat kad dionica jače poraste, a dokupit kad dionica jače padne. Nikad nisam rekao da treba sve prodat, pa čak niti većinu.

    To su vjerovatno isti oni koji su kupovali na 190kn pa prodavali na 240kn i ko zna koliko puta lovili prema gore, a konacan rezultat je ko zna koliki 10% mozda ?

  • Forex - Trgovanje valutama

    Razlog naglom slabljenju jpy

    BoJ To Purchase Unlimited 10-year JGBs At 0.25%

    The Bank of Japan offered to buy unlimited amount of 10-year Japanese Government Bonds after yields rose to the upper end of the target range. In a statement released Monday, the central bank said it will buy unlimited amount of 10-year JGBs at 0.25 percent for three consecutive days starting March 29.

  • LNG

    LNG Market Update

    At start of the fourth quarter, the spread between the spot LNG price in Asian markets and European markets,West/East arbitrage (Dutch European Title Transfer Facility ("TTF") vs. Japan/Korea Marker (“JKM”)) widenedconsiderably. During the second and third quarters, this spread fluctuated between $1 to $3 per metric million Britishthermal units ("mmbtu"), which effectively put a cap on vessel spot earnings in this period, but during October andNovember, this spread increased to $5 to $7 per mmbtu. The increased West/East spread drove Atlantic cargoes to Asia, together with generally high cargo prices and strong demand growth. This reduced the number of shipsavailable in the market and spot freight rates therefore increased to all time high levels. The spot rate surpassed thelevels recorded at the beginning of the year, which had headline rates close to $300,000 but where round-tripeconomics were considerably above headline rate as quoted by Baltic LNG and Spark Commodities.In our third quarter earnings report, we pointed out that the JKM-TTF spread will be affected by Gazprom’s exportvolumes to Europe as well as potential shortage of gas in Europe as key factors for the length of the spot marketspike. By early December, the European gas security situation became critical, sparked by security concerns inUkraine with speculation that flows of Russian natural gas through pipelines could be curtailed in the event ofescalation of the conflict. As a consequence, the European natural gas price doubled during the first three weeks ofDecember, hitting an all-time high of approximately $60 per mmbtu on December 21, 2021 equivalent toapproximately $350 per barrel of oil equivalent. Although Asian LNG prices also increased as a consequence ofthis, the increase in price was less severe, with JKM prices increasing from only $37 per mmbtu at the end ofNovember to $45 per mmbtu on December 21, 2021. This resulted in the West/East arbitrage closing withcharterers and traders therefore electing to sell their flexible cargoes, predominately US cargoes, into Europeinstead the Asian markets. During the period July 2021 to January 2022, European LNG imports grew about 400%and in this time frame, Europe’s share of US cargoes grew from 15% in July 2021 to 75% in January 2022. With agreater share of cargoes going to Europe, this decreased sailing distances and freed up more shipping capacity inthe market resulting in lower freight rates during December and January. As charterers had less need to access thespot market for tonnage, this also dried up liquidity in spot and short-term fixtures.Export growth tapered off at the end of 2021, but growth for the year was healthy at approximately 5 per cent with19 million tonnes ("MT") volume growth compared to 2020, according to Kpler data. The US provided more than100 per cent of the volume growth, recording 23 million tonnes of export growth. There were two key contributors forthe rapid rise in US trade. Firstly, there has been no commercial cargo cancellations, in comparison to an estimated180 cargo cancellations during 2020 due to the Covid-19 pandemic which resulted in a short, but sharp demandslump in LNG during the second and third quarters of 2020. Secondly, the US has delivered significant organicgrowth of LNG exports due to an increase of capacity. US cargoes are beneficial for freight demand as thesecargoes typically travel longer distances to end consumers when compared to the average LNG cargo. Supplydisruptions in Nigeria, Trinidad & Tobago and Norway were the main reason for export growth being a bit lower thanwe expected.

    Demand growth during 2021 was primarily driven by China, South Korea and Brazil, which grew their imports byabout 21 MT. During 2021, Chinese imports grew by 10 MT and China, for the first-time, surpassed Japan as theworld’s largest LNG importer, according to Kpler data. LNG demand in South Korea was also strong in 2021 withimport growth of 6 MT. However, as European gas buyers started to price out Asian buyers at the end of 2021 into2022, Chinese and South Korean demand during the period November 2021 to January 2022 was down by about13 and 11 per cent respectively, as more cargoes were flowing to Europe, which had a detrimental effect on the spotfreight market, as explained above. The outlier in 2021 was Brazil, which grew its imports from 2.6 MT to 7.3 MTduring 2021 due to drought affecting hydro balances adversely due to La Niña conditions.The spot shipping markets are currently in the doldrums, however looking ahead, volume growth for 2022 isexpected to be stronger than 2021 according to industry sources with the US again being the main driver for exportgrowth with 17 per cent export growth assumed by Energy Information Agency. Additionally, LNGC newbuildingdeliveries will be significantly less in 2022 compared to 2021 with 27 LNGC newbuildings set for delivery in 2022,compared to 53 in 2021, according to Fearnleys. So, while the spot market rates have been tumbling since earlyDecember, term rates for one year time charter have been fairly stable. Fearnleys is currently quoting the one-yeartime charter rate at $100,000 per day which is only down from $125,000 in November when the spot market wasvery firm; illustrating that charterers are willing to pay considerable premium to the spot rates to secure tonnage for 2022

  • Utjecaj i posljedice ratova na tržišta kapitala

    Ma daj to ne da je nategnuto nego ono super nategnuto da su krhotine srusene rakete napravile toliko stete tj nije nategnuto nego rekao bi i prakticki skoro nemoguce koliko se vjerovatnosti tu mora poklopit za toliku stetu, prvo sta moras pogodit raketu i onda je moras jos pogodit u neposrednoj blizini cilja da bi palo bas tu i napravilo stetu.


    A ovdje jos dobro objasnjavaju vjerovatnosti takvog napada koji s obzirom na kolicinu koju imaju bi bilo trosenje resursa, znaci trebali su ih ispallit nekoliko da pogode cilj.

    "

    Maxar's satellite image certainly does not show the kind of impact zones one would expect to see if Ukrainian forces had caused the damage to the ship and surrounding infrastructure with a barrage of Tochka-U short-range ballistic missiles, as was initially reported. It is possible a single missile hit the ship, but Tochka-U is not that accurate and if that was the case, it would have been an incredibly lucky shot. Also, firing just one at the target would have been a plan with a very low chance of success. These weapons are prized by Ukrainian forces and in short supply, so it isn't clear how using one on a hard to hit target would have made much sense, but it is possible. A more likely plan would have been to target the fuel facility in hopes that it destroys the ship and the infrastructure around it. This could have actually been the case.

    None of this rules out the possibility that Ukrainian forces could have conducted smaller, more precise strikes from the air or the ground, with secondary explosions onboard Orsk, which appeared to still have at least some kind of ammunition or other explosive materiel at the time, causing additional damage. There were also unconfirmed reports yesterday that Ukraine had attacked the port using a Turkish-made TB2 armed drone and The War Zone had raised the possibility that ground forces could have employed guided anti-tank missiles, as well.

    "

  • Utjecaj i posljedice ratova na tržišta kapitala

    Quote from D_artagnan

    Ma daj verdi, bas pises svasta, energije fali?

    Po meni je sve ovo, ovaj rat bas zbog toga sto vise enerije iz plina i nafte vise nece trebati u tim kolicinama kroz par godina. Obnovljivi izvori su na velika vrata dosla, transport masovno prelazi na elektricnu energiju… uz solare na svakoj kuci i halama, pogonima za industriju, i par nuklearki za nocni rezim sa dizalicama topline vise ti ni plin ne treba za grijanje, nafta ti nece trebati za transport u ovolikoj kolicini, eventualno za duza putovanja…. I upravo ta tranzicija koja je pred nama je i razlog zasto ovi koji ce najvise izgubiti zadnjim silama to pokusavaju to odgoditi

    Da bas tako to sam ja ljudima daleko prije objasnjavao kad su mi pricali o svojim teorijama tehnologiji, elektricnim autima napretku, kako geoplitika to ispravi jer svatko se bori za svoje interese, interes ekonomija koje ovise o sirovinama prvenstveno plinu i nafti je da si ovisan o njima cim pomislis da ih mozes zaminit oni te vrlo brzo rijese na nacin da dignu cijenu tih sirovina s kojima te vrate na tvornicke postavke, a ratovi su skoro pa postali sastavni dio te politike, sve je to igra sa svake strane, samo ameri tu igru najbolje igraju jer imaju jedno i drugo pa napreduju u jednom i drugom scenariju.


    Sta se tice ovih ukrainskih vijesti ja volim recimo pogledat ovog amera doduse mislim da vuce korijene iz ukraine koliko se sicam ali cini mi se da se trudi provjerit infomacije, a jos mi se svidja sta su kratki sazeci informacijapa nije lose za onako kratko pogledat za bit u toku iako ima stranica na kojima detaljno sve objasnjava nisam do sad ulazio u to

    🟣 Ｍａｌｃｏｎｔｅｎｔ Ｎｅｗｓ🟣 on TikTok
    @malcontentnews 178.0k Followers, 907 Following, 2.0m Likes - Watch awesome short videos created by 🟣 Ｍａｌｃｏｎｔｅｎｔ Ｎｅｗｓ🟣
    www.tiktok.com


    A i ova stranica je zanimljiva ali nisam je do sad toliko provjerio ali je onako ljepo slozeno pogotovo sta se tice vojnih stvari

    The War Zone
    A strong offense for the world of defense.
    www.thedrive.com

    A i bas se pitam kako su ukrainci rijesili ovi njihov brod u ruskom podrucju neki dan ako im tako lose ide

    Russian Navy Ship That Exploded In Ukrainian Port Seen Totally Destroyed In Satellite Image
    Exactly how the Russian landing ship exploded in the port of Berdyansk in the first place remains something of a mystery.
    www.thedrive.com

  • ATPL (Atlantska plovidba d.d.)

    Najveci je problem sta vecina kad gleda vozarine i duzinu trajanja misli da je to neki vrh i da tesko moze dalje od toga puno jer vecinu svoje percepcije vuce iz proslosti, a buducnost se ne moze iz proslosti pretpostaviti, problem buduceg ocekivanja u kontekstu inflacije i cijena ovih osnovnih ulazih inputa ukljucujuci brodare je da nije nerealno ocekivati i nekoliko puta vece cijene nego sta su trenutne koliko god sad izgledale velike ukoliko se dalje pogorsaju svjetski tokovi, a dodatni problem sta unutar svih tih rastova se dogadjaju dodatni ciklusi i jako tesko je ostat do kraja i predvidit kraj. Jedno je sigurno da je trend uzlazni, zasad naznaka zbog cega bi se promjenio nema, a koliko ce trajat ostaje da vidimo, samo se sjetimo da je ovi zadnji bull run trajao 10 godina da razmisle oni kojima se ciklusi mjenjaju bar jednom mjesecno cim malo zapuse na moru, a onda opet mozda smo na putu depresije. Rizika je svakako puno u koju god imovinu ulozio, jedno je jedino uklesano u kamen trend is your frend.

  • DRY BULK

    BIMCO Shipping number of the week: Indonesian coal exports jump 11.5% to second-highest level on record | Hellenic Shipping News Worldwide


    BIMCO Shipping number of the week: Indonesian coal exports jump 11.5% to second-highest level on record

    Due to supply concerns at domestic power plants, Indonesian authorities banned coal exports during January 2022, removing around 30% of global coal volumes from the bulk market as a result. This caused Newcastle coal futures to increase by more than a third and added strain on coal inventories across Asia. The ban was lifted in February.

    “From week five to 11 this year Indonesia exported 62,9 million tonnes of coal, an 11.5% rise compared to the same period last year and only exceeded by 2019 for the highest volumes on record shipped during those weeks,” says Niels Rasmussen, Chief Shipping Analyst at BIMCO

    Indonesia’s coal exports have been growing at an average annual rate of 3.1% from 2017 to 2021, with China and India as key takers at respectively 45% and 16% of 2021 volumes.

    “Since Australia fell out of favour, China has increasingly relied on Indonesian coal. In fact, 65% of all Chinese coal imports in 2021 came from Indonesia,” says Rasmussen.

    India, on the other hand, turned to Australia for more coal in 2021, but Indonesia’s coal still made up 35% of the country’s coal imports despite this.

  • LNG

    European Union countries agree to jointly purchase gas.
    European leaders announced the agreement Friday, an effort to ease their reliance on Russia and contain energy costs.
    www.nytimes.com

    European Union countries have agreed to jointly buy and store gas, hydrogen and liquefied natural gas to address the challenge of reducing energy dependence on Russia while protecting Europeans from spiraling energy costs. They stopped short of imposing a ceiling on energy prices, however.

    Willing E.U. members can team up and jointly negotiate gas purchases, increasing their bargaining power with the hope of influencing energy prices. Ukraine, Georgia and Moldova, as well as countries of the western Balkans, can join the collective gas purchasing.

    Storage capacity can be shared so that all E.U. nations are prepared with sufficient supplies for next winter. Leaders also endorsed a proposal by the European Commission, the bloc’s executive arm, to fill up 80 percent of their underground storage facilities by November, and 90 percent by 2023, requiring mass purchases in the coming months. That would be a big jump from current storage levels, now about 25 percent, commission officials said.

    “We will now use our collective bargaining power,” Ms. von der Leyen told reporters on Friday evening. “Instead of outbidding each other and driving up prices, we will pool our demand.”

    “We are effectively in a war economy,” Mr. Tagliapietra said. “Politics is taking over many economic decisions. In extraordinary times, we need extraordinary measures.”

  • DRY BULK

    Germany says it is moving quickly to cut the cord on Russian energy.
    “Every supply contract that is terminated hurts Putin,” said the country’s vice chancellor and economic minister.
    www.nytimes.com

    The need for Russian coal could be halved in “the coming weeks,” he said. And he estimated that Germany could be free of Russian gas by the middle of 2024, if all goes well.

    Speaking in Berlin at a news conference after presenting a progress report on German energy security, Mr. Habeck said the shift away from Russian gas was happening at an “insane pace.”

    Germany gets about half its coal from Russia but lately has been buying more supplies from other countries. The need for Russian coal could be phased out by the fall, he said.

  • Ideje za trgovanje na inozemnim tržištima - Što i zašto ?

    Quote from accountant

    kakav skok na plinskim dionama :)

    CNX juriša, a bogami i SWN i TELL

    lijep posao Bidena i administracije!

    raste energija i pharma, potop tech-a

    NAS100 treći puta danas obrušava se na 14.700 bodova, ako probije baj-baj

    Kasno sam i ja poceo to gledat, cini mi se nije jos kasno za uletit u vlak plinasa, nesto malo sam jucer FLNG kupio 500kom i vec 10% plusa, sta je najgore slucajno sam kupio duplo vise nego sam planira, ajde da me bar jednom to slucajno ne kosta novaca kao i obicno kad nesto falijem obicno dobijem po prstima radi greske. Puno se market mjenja, a kratko vrime i slabo znanje o mogucnostima za to sve ishendlat u sta ulozit, a prilika ima puno, a tek neprilika haha

  • LNG

    LNG & COAL up

    U.S. to Boost Gas Deliveries to Europe Amid Scramble for New Supplies
    The U.S. is ramping up shipments of liquefied natural gas to Europe this year as the continent hunts for new supplies around the globe to phase out its…
    www.wsj.com

    The U.S. is ramping up shipments of liquefied natural gas to Europe this year as the continent mounts a worldwide hunt for new supplies to phase out its reliance on Russian energy after the invasion of Ukraine.

    The globe-spanning effort to wean Europe off Russian energy supplies was at the center of President Biden’s summit with European Union leaders this week in Brussels. The U.S. aims to ship 50 billion cubic meters of LNG to Europe annually through at least 2030, officials said Friday, making up for about a third of the gas the EU receives from Russia. The EU imported a record 22 billion cubic meters of LNG from the U.S. last year.

    The boost in U.S. gas deliveries goes only part of the way in covering the shortfall Europe faces in turning away from Russian gas. Officials across the continent are racing to sign new contracts with producers in the Middle East and Africa before next winter. France has ended subsidies for new gas heaters in homes and will instead subsidize electric heat pumps. Italy, the second-largest consumer of Russian gas after Germany, is considering burning coal at some power plants rather than natural gas.

    To help close the gap, Europe is stocking up on natural gas from other producers such as Algeria and Qatar. It is also moving to tamp down demand for the fuel, by cutting subsidies for gas heaters and possibly restarting coal-burning plants that had been closed to cut Europe’s greenhouse-gas emissions. The high price of natural gas has already pushed Germany and other countries to run their coal-burning plants harder since last year.

  • Utjecaj i posljedice ratova na tržišta kapitala

    Quote from goldfinger
    Quote from Yieldchaser

    Nije mu bila dovoljna efektivna kontrola jedne osmine svjetskog kopna, nego se odlučio i dalje širiti, iz puke obijesti, taman kad je državu doveo u red. A svi drugi oko njega nevinašca, pogotovo Kina i Amerika.

    Kina ne samo da podržava agresiju, nego sama provodi genocid na Tibetu već preko 70 godina. Ameri pobili milijun ljudi samo u Iraku. Pa svaka od tih sila je to radila i radi iz svojih interesa, ne obazirući se na ikoga, pogotovo ne na nedužne ljude. Iz nekog razloga, mediji šire golemu histeriju oko ruskog terora...

    Rade dramu jer se vratio rat u europsko dvorište. Ne očekujem od kineza, arapa,indijaca da se mješaju, nariču i plaču. Oni s ovim nemaju toliko veze. Kao što kažeš, rat ko i svaki drugi. Zato očekujem od zapada da zatvori vrata europskim tiranina i njihovim pipcima po balkanu.

    Da ne treba ocekivat od njih nista posebno, osim jasne politike sta ocekivat od njih jer kako se sada postave treba ovisit i daljnja suradnja s tim zemljama jer ocito na isti nacin mogu predstavljat ovisnost o tim drzavama i pretnju neku buducu za globalni poredak, rusija je sad vrlo dobro pokazala da agresor nikad ne spava, samo ceka u sjeni, to treba odma u startu prekinit ukoliko neka drzava pokazuje da i dalje njeguje takve ambicije tj barem ne ojacavat taka rezim, samo ova globalna ovisnost o sirovinama otezava ponasanje.

  • LNG

    Quote from Hrx84

    Na prvu me odbija već velik Mcap od 1.3B$ za firmu koja ima samo 13 brodova, a onda i dug je velik, od tih 13 brodova, 9 ih je ugovoreno na cca 2 godine, ako dođe do nekog spikea na vozarinama, ovi to ne bi iskoristili. TCE of 74500$ in 2021-vidio ovaj podatak, vjerojatno ovih 9 brodova će voziti po odprilike toliko do kraja 2024. Nisu to bulkeri, ali premala mi je flota da bi to toliko koštalo, a ne vidim da imaju neke 300k$ vozarine. Ima lijepu dividendu, to je plus.

    Nisam ništa detaljno proučavao, a nemam nekog znanja o tom sektoru. Ovo bi bilo super kad bi im vozarine tamo 2024 išle na neke jako visoke razine, ali moguće da se do tada ova situacija s plinom riješi.

    Nemoj gledati samo velicinu duga, bitna je amortizacija duga, prosjecna starost brodova je 2 godine, nema dodatnih ulaganja sva dobit moze ici dionicarima, outlook je odlican, cijena jednog takvog novog broda je preko 220mil, vrijednost imovine brodova je bar 10-20% veca nisam jos detaljno proucio, a 20% razlike na njihovoj imovini brodova je 500mil, a to im je trecina duga, uvijek su bitni omjeri i vremenski period kad stavis u kontekst, meni se ovo cini jako dobro za dugorocno ulaganje i dobrim povratom na dividendu i ja sam tek u istrazivanju, meni se ovo cini dobro za sada.