O tome smo već bili pričali, mislim da je Špancir postao taj ugovor. Ali nisam siguran da li smo uspjeli zaključiti da li brod na spotu drži ATPL ili charterer. Nadam se da je ATPL

izgleda kao preokret

Tja, kratko je trajalo prepucaše vodeći građevinari atpl u plusu za gotovo duplo [embarass]
Od nekih aksioma zse-a se ne može pobjeći! [undecid]

Lagani odbijanac, ali mislim da je to sa svim dionicama, a mi smo u valu crobija…

Ima li netko od iskusnijih kolega objašnjenje za ovakav rast danas?

O tome smo već bili pričali, mislim da je Špancir postao taj ugovor. Ali nisam siguran da li smo uspjeli zaključiti da li brod na spotu drži ATPL ili charterer. Nadam se da je ATPL
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Je u pravu si ali ovaj podatak drugi govori da je prijasnji poceo od 3.3 a ovaj od 29.4 pa po tome sam zakljucio da bi mogao biti na spotu

Ni sam ne znam što je točno , ali me puno ne muči. Jedna je info da je zaključen po ranijoj cijeni od 01.03. na 3-5 MO , a druga da je sad u spotu po drugoj cijeni.
Ako je istinita i prva varijanta (znači podnajam za spot) – nije loše , jer cifra je pristojna , a i TC ističe za koji dan, a čini se da se može zamijeniti boljim….
Ipak , majka svih pitanja je visina TC-a za nove Kineze….tu stalno držim fige da ih zaključe prije nego što Kinezi stanu na loptu.

izgleda da sam ipak ovaj puta kupio na dnu (ok 30 ni manje ni više). Geronimo aj se javi malo na viro-u vidim da si prije bio na toj temi pa ako imaš kakav komentar jer danas je otišla u ovom trenutko oko 8% gore

Dečki su zaradili na razlici, a tehnički izgleda da ATPL ne ide ispod svojeg EMA 50. Jučer je probila EMA 100.

Juče se od službenih analitičara nije moglo izvući (pročitati) razlog ili bar postojanu teoriju jučerašnjeg pada, a kamoli prognozu šta će se danas događati. Doduše danas je puno lakše prokomentirati da je ovo pozitivna korekcija uslijed jučerašnjeg (pre)velikog dnevnog pada.
Mogao bih i ja za neki medij analizirati tržište jer eto kao pravi profesionalac uspio sam u (predhodne) dvije rečenice ne reći a ma baš ništa konkretno, a djelovati upućeno [lol] [lol] [lol]

Three Reasons to Bet on the Shipping Sector
The dry-bulk shipping stocks have been good to investors this year. But things stand to get a whole lot better. Why, when things are up so much, can they stand to go even higher? There are three reasons: coal, the earthquake in China and the credit crunch. First, a quick review of how things got to this point. Since I first highlighted the sector in late January, shares of DryShips, Navios Maritime and Eagle Bulk Shipping are up 73%, 42% and 52%, respectively. These stocks, the "Class A" acts in the dry-bulk shipping sector, have followed the roller-coaster ride in the cost of freight rates. Last November the Baltic Dry Index, which measures the cost of moving bulk commodities such as ores and grains, started plunging from a November high of 11,039 down to a low of 5,615 — a 49% drop — on Jan. 29.
The fall erroneously led some to see an economic abyss ahead for the global economy, the theory being that shipping reflects overall economic activity.
In reality, what happened this time had more to do with negotiations between iron ore miners in Brazil and the consumers of it in China. The stalled price talks meant the ores weren’t being hauled across the ocean, and many large ocean cruisers were available to be rented for substantially lower day rates.
When the negotiations settled, things picked up. And since the low in late January, the BDI has soared to an all-time high of around 11,800.
Here are the three things to watch going forward.
The Other Black Gold
Coal inventories in China are dwindling fast. Accounts vary, with one press report saying 32 power plants have had to shut down due to insufficient fuel. Others say overall inventories are down to less than eight days’ worth of consumption.
Either way, it’s low.
Compare that to current inventory levels in the U.S., which now stand at around 55 days and typically average 50 days, according to Paul Forward, a Washington D.C.-based coal stock analyst at Stifel Nicolaus, in a recent research report.
One way or another, China will need to replenish those inventories to more sustainable levels (albeit likely lower than U.S. ones), or risk continued power-supply issues into the Olympics this summer. To a lesser degree, at least in terms of the volume of coal needed, it also needs the coal for producing steel, a vital component for the construction of new buildings and machinery. The metal is made from coked coal, limestone and iron ore.
But the problem for China is that it won’t be able to meet that need solely by using domestic sources. Instead it will have to turn to the global market and ship it in from overseas.
China will flip from net exporter of thermal coal in 2007 to a net importer this year, according to recent Australian Bureau of Agricultural and Resource Economics projections. That’s partially as a consequence of increases in electrical generating capacity, but also as a result of the shuttering of some less-efficient domestic coal mines, analysts say.
Thermal coal is used in power plants, whereas metallic coal, of which China is already a net importer, is used to create steel.
The Earthquake Problem
The terrible earthquake earlier this month, which has so far left more than 50,000 dead and many more homeless in China, has disrupted the economy in ways that will benefit the bulk freight carriers.
The internal infrastructure is so broken that trains can’t be used to haul freight around the country, explains Natasha Boyden, managing director of shipping research at Cantor Fitzgerald in New York. Instead, coastal ships are being used to move materials around.
One way or another, that puts upward pressure on the cost of renting all dry-cargo ships, including the very large ocean-going ones.
Second, it’s been clear that much of the building work previously carried out in the quake zone was shoddy. China will now need to rebuild. To do that, massive quantities of cement and stee

Primite se čvršće za sjedala jer ubacujemo u rikverc i stišćemo gas slijedi iskrcavanje do cca 15h.
Uživajte u vožnji [thumbsup]