Top bid
CIJENA KOLIČINA
1.901,17 14
1.900,00 209
1.890,00 90
1.880,00 7
1.865,15 10
1.865,11 1
1.865,10 28
1.865,00 110
1.860,00 31
1.855,00 5

Ugovore se ne sklapaju od danas do sutra,plus novogradnje,hotel,avioni…glupo je na osnovu iskljucivo bdi-a vuci zakljucke o vrijednosti firme,danas i prije 2-3 god

Danas bi vozarine trebale već malo bolje potegnuti gore, a sve dalje u 4Q i sve više, a ovo zadnjih dana je svatkome trebalo biti jasno da je pretjerano i preprodano.

Evo i GOLDEN OCEAN (+8%) opet grabi gore. Mislim da su se ljudi malo zaletjeli, ne samo kod nas nego i u ostatku svijeta.

Capesize TC
4TC_C 39407 510 +1,31%
4TC_CCURMON Oct (08) $/day 47719 4969 +11,62%
4TC_CCURQ Q4 (08) $/day 55467 9939 +21,83%
4TC_C+1Q Q1 (09) $/day 56938 10469 +22,53%
4TC_C+2Q Q2 (09) $/day 54875 10000 +22,28%
4TC_C+3Q Q3 (09) $/day 52031 9475 +22,26%
4TC_C+4Q NR $/day No Data No Data
4TC_C+1CAL Cal 09 $/day 53945 9978 +22,69%
4TC_C+2CAL Cal 10 $/day 40188 6500 +19,29%
4TC_C+3CAL Cal 11 $/day 35938 5219 +16,99%
4TC_C+4CAL Cal 12 $/day 31938 3857 +13,74%
4TC_C+5CAL Cal 13 $/day 29813 3188 +11,97%

Panamax TC
4TC_P 17493 458 +2,69%
4TC_PCURMON Oct (08) $/day 24775 2125 +9,38%
4TC_PCURQ Q4 (08) $/day 29249 3950 +15,61%
4TC_P+1Q Q1 (09) $/day 30675 4900 +19,01%
4TC_P+2Q Q2 (09) $/day 29450 4425 +17,68%
4TC_P+3Q Q3 (09) $/day 28100 4050 +16,84%
4TC_P+4Q NR $/day No Data No Data
4TC_P+1CAL Cal 09 $/day 29975 5181 +20,90%
4TC_P+2CAL Cal 10 $/day 23425 2700 +13,03%
4TC_P+3CAL Cal 11 $/day 20425 1700 +9,08%
4TC_P+4CAL Cal 12 $/day 18875 1125 +6,34%
4TC_P+5CAL Cal 13 $/day 17925 862 +5,05%

Kolega hrki,

Meni se isto cini da ste vi neki dan prodali i sad nervozno cekate trenutak za ulet jer se bojite da vam ne pobjegne. A to sto je prije 2 godine bila 1000 Kn na ovim razinama grobex-a i nije neki argument ako se uzme u obzir cinjenica da je flota skoro, ili ce biti uskoro poduplana, da je u medjuvrenu skupljena cista dobit od skoro 2 milijarde… kao iskusan ulagac ipak bi to trebali imati na umu. Zar ne? Inace cista zarada po dionici u 2008 bi trebala biti oko 400 Kn. Pa koja se to jos dionica moze pohvaliti s potencijalnom dividendom od skoro 25% sadasnje vrijednosti!!!

ovaj na 1850 ima beskonačno dionica

Sickboy, daj malo pojasni brojke iznad …

Ovo gore su FFA ili ti Forward Freight Agreements odnosno futures ugovori na buduća kretanja vozarina, recimo 4TC_CCURQ Q4 (08) znači da je to futures za četvrti kvartal, odnosno da mu je expiracija na kraju 4 kv. 2008., promjene se odnose na jučerašnje vrijednost. Ovim ugovorima načešće trguju brodarski brokeri i brodarske kompanije ponekad i radi hedging-a ili samo radi zarade. FFA ugovori često mogu pokazati na smijer kojim će se kretati vozarine u budućem razdoblju.

Da još ovo 4TC znači da s odnosi na 4 prosječne timecharter rute.

Evo objašnjenje:

Sickboy, 03.10.2008. u 11:29

What are freight derivatives?

Freight derivatives provide a means of hedging exposure to freight market risk through the trading of specified time charter and voyage rates for forward positions.

Settlement is effected against a relevant route assessment, usually one published by the Baltic Exchange.
FFAs

Forward Freight Agreements (FFAs) are ‘over the counter’ products made on a principal-to-principal basis. As such, they are flexible and not traded on any exchange.

Contracts traded will normally be based on the terms and conditions of the FFABA standard contracts amended as agreed between the principals.

The main terms of an agreement cover:
(a) The agreed route.
(b) The day, month and year of settlement.
(c) Contract quantity.
(d) The contract rate at which differences will be settled.

Settlement is between counter parties in cash within five days following the settlement date. Commissions will be agreed between principal and broker. The broker, acting as intermediary only, is not responsible for the performance of the contract.
Cleared contracts

Cleared contracts, also known simply as futures, are settled on a daily basis through a clearinghouse and settlements are based on a close-of-play trading price. At the end of each day, traders pay or receive the difference between the price of the paper contract and the market index.

The International Maritime Exchange (IMAREX) in Norway is an exchange dedicated to shipping freight derivatives, and uses the Norwegian Futures and Options Clearinghouse (NOS) to clear its transactions. NOS relies on the Baltic Exchange to provide it with independent freight market assessments. Clearing services are also provided by NYMEX, The London Clearing Houuse (LCH) and the Singapore Exchange (SGX).

Khm Khm, čista dobit je preko 600kn PS

Sickboy,

thx.

sve što mogu reći je da mi je žao što nemam keša za dokup. pogotovo ako će, vrlo vjerojatno, još pasti. dokup na ovim razinama je ravno poklonu.

Evo az trejdere

K2 Shipping, a newcomer to the dry bulk shipping market which is set to start operations in the Norwegian capital in December, said that it expects a ‘historically volatile market’ in the near term. K2, owned by Greek ship management company Cardiff Marine and shipping tycoon George Economou, will focus on handymax and panamax vessels. Its aim is to have 20 to 30 such vessels in operation in a year’s time. ‘I think we will see greater volatility in the market than what we have been used to historically,’ Knut Lind, who will head K2 Shipping from Oslo, told Reuters in an interview on Tuesday.
‘Maybe not as strong (fluctuations) as what we have seen recently, but I believe there will be turbulent times ahead,’ he said.
Bulk carriers have been hit hard in recent weeks by lower demand caused by global economic turmoil. The Baltic Dry index has tumbled to 3,217 points from a lifetime high of 11,793 points set on May 20.
The index reflects dry bulk rates on the most important shipping routes.
Last week, average time charter rates for capesize vessels hovered around US$46,000 per day, down from more than US$210,000 per day in May.
China has been the main driver behind the boom in freight rates in recent years due to its appetite for iron ore. But steel producers are now struggling with crumbling prices and squeezed margins and national iron ore stocks have built up.
‘It is hard to say what is halting demand. This is a combination of what is happening in the financial markets and the fact that waiting time in ports is falling, making more ships available,’ Mr Lind said.

potpisujem. Hrki, daj malo uspori, izgorjet ćeš mlad.