Oznaka | Vrijednost | Promet | Količina | Kupovna | Prodajna | Promjena |
---|---|---|---|---|---|---|
ATPL | 42,78 | 1.626 | 38 | 42,50 | 43,00 | -1,16% |
U americi na premarketu brodari u plusu.
http://finance.yahoo.com/q?s=DRYS+DSX+EGLE+ESEA+EXM+GNK+NM+QMAR+TBSI&d=t
I pazi sad: idemo još malo dolje zbog BDI-a, ovo prije pola 3 je bilo za SAD …. A sad jednu za mamu, jednu za tatu, jednu za baku ….
J…m ti dolar i sve koji računaju u njemu!
Since this all began, China has accused Vale of slowing down the loading of iron ore bound for China, tying up ships and reducing China’s iron ore imports in an attempt to pressure China to accept the price increase. Vale has, of course, denied both the Chinese allegation and a report by Lloyd’s List claiming the same thing. (Color me skeptical, but the classic Teamster-slowdown tactic has been around since Sumerian slaves weren’t happy with the gruel.)
Roger Agnelli, CEO of Vale, spoke Friday at a sustainability forum hosted by the company. Here are few of the relevant sound bites (courtesy SmartMoney):
There has been no cut in shipments. We have zero tons of iron ore at our ports.
Despite the grammatical challenge presented here, isn’t this a contradiction? Is Agnelli saying that they are shipping everything that is coming out of the ground in an attempt to prove that Vale has not cut shipments? Or is he stating that Vale has not cut shipments in the past, but that may not be true in the future because Vale has no inventory to ship? If it is the latter, we might want to cast a skeptical eye on Vale’s forward earnings.
In defense of the price increase, Agnelli said:
In practice there will be no rise for the Chinese because the fall in freight prices will compensate them. Shippers are strongly arbitrating freight prices. China is shouting and crying but is losing nothing.
Then there is this beauty:
If Vale stopped selling ore to China, then the Chinese steel industry would stop.
Talk about biting the hand that feeds you! This is Chicago-level hardball. Vale’s main iron customer is China, and we all know that China demand is driving steel growth.
But does China need the ore right this second? Perhaps not. Prior to the Olympics, China stockpiled all sorts of materials.
Source: iStock Analyst
jes of kors.
I pazi sad: idemo još malo dolje zbog BDI-a, ovo prije pola 3 je bilo za SAD …. A sad jednu za mamu, jednu za tatu, jednu za baku ….
J…m ti dolar i sve koji računaju u njemu!
Dobar…
U americi na premarketu brodari u plusu.
http://finance.yahoo.com/q?s=DRYS+DSX+EGLE+ESEA+EXM+GNK+NM+QMAR+TBSI&d=t
bogami ovo je ugodno za oči….
ni ameri nisu vise dosljedni,BDI roknuo skoro 10% a brodari im debelo u plusu.ovo sigurno nece na dobro:
Ludje stvari nisam vidio. Jucer plan 700 nije uspio, indeksi pali, Dow izgubio 600 punata sta je naj veci dnevni gubitak u 20 godina, Hrvatska industrija i financijski sektor koji su pupcanom vrpcom vezani za Amere sve prati u stopu. Senader se busa u prsa da imamo naj stabilniji financijski sektor u Evropi. Ma sta Evropi -svijetu. Vjerovatno mu sekundira Samodol. Ima bit da su "oba dva" okrenuli glavu naopako i gledaju indekse pa im je sta bi gore dolje pada -sta bi dolje gor ustaje.
Danas Ameri i dalje bez plana 700, nase dionice u PM, Bush cvili a u amera livada zelena. Ajde budi pametan. BDI doli a DRYS i ostali up. I to brodar koji je izuzetno izlozen uticaju BDI-ja. I ne raste 1-2% vec 10-12%.
Sta je rjesenje? Kako rece nas elegantni vodja pravaša na ljutu ranu ljuta trava. Treba izolirat Amere. Ubit njihovu televiziju, odrezat podzemne opticke kabele, satelitske linkove i ostavit ih da se kuhaju u vlastotim g…..a. Dosta je bilo izvoza njihove revolucije koja nas je i dovela di jesmo. Nekad su nase ljupke forumasice i forumasi ekonomeke provenijencije racunali fundamente pa se fino lamentiralo o PE, EPS i slicnim pokazateljima. Kako mi nedostaju ta vremena iako sam strojar i pola nisam razumio. Zato sam imao moje Toknezeve, Sakaie, Vipyje a ja sam za uzvrat pricao o realnom svijetu shippinga. I gdje smo danas? Ameri u crveno, mi u crveno. Ameri u zeleno, mi u crveno. FI izvjesca losa mi u crveno. FI izvrsna mi u crveno. BDI up mi u crveno. On doli a mi brze bolje u crveno. Fundamenti, sta je to?
Da je ziv moj pokojni dida Bepo koji se upisa u partiju pocetkom 20-tih godina proslog stoljeca i umro 1992 sa slikom Lenjina i Staljina iznad glave, dosanjao bi svoj san. Stalno nam je govorio Amerika i
Engleska bit ce zemlja proleterska. Kako ih trenutno ide nisu daleko od didinog sna.
Ako je to pitanje meni naravno da jesam. I danas je bio lagani shopping.