Ooo pa izgleda da je kolega vedric u pravu kad vice “blokada” [smiley2]. Odlicna vijest
Bez sumnje, sutra bi trebao biti dan za pamćenje
[smiley2]
Još kad vam pokažem današnje stanje na Wall Street-u
Mislili smo na istu stvar, samo sam je dao link . Još kad bi se ujutro nešto moglo nadokupit, sad kad je lova sjela bilo bi dobro.
Iako sam i sam pisao protiv copy – pastanja ovo se jednostavno mora u cijelosti pročitati jer ima za svakoga po nešto pametno:
Shipper’s Profits, Share Price Set to Sail Higher
By Jack Hough |Jack Hough Archive |Published: October 11, 2007
Spotlight Stock
Dryships (DRYS)
The company owns and operates fleets. The company’s fleet carries various drybulk commodities, including coal, iron ore, and grains, bauxite, phosphate, fertilizers and steel products.
Share Price $121
Market Value $4.3 billion
Trailing 12-Month Sales $338 million
2007 P/E 16
Proj. Long-Term EPS Growth Rate 43%
READER DISCRETION ADVISED: The profits I’m about to recount are downright pornographic.
They’re being collected by a Greek shipper whose shares debuted in February 2005. They’ve soared eightfold in price in a year. They still look cheap.
Dryships (DRYS: 126.16, +4.38, +3.59%) operates 33 vessels, 21 of which it bought using its initial stock offering proceeds plus some debt. It’s scheduled to receive seven new vessels by 2010. The company specializes in carrying “drybulk” commodities. These include iron ore, used to make steel; coal, used to heat steel furnaces and generate electricity; grains, used to feed people and cattle and, increasingly, for fuel distillation; bauxite, used to make aluminum; and phosphate, used in detergents and fertilizer. Most of Dryships’ fleet consists of “Panamax” ships, so named because they’re the largest vessels permitted to pass the Panama Canal, and considered the workhorse of drybulk shipping.
A decade ago you could have transported a Panamax full of coal from the U.S. to China for around $10,000 a day. China’s economic boom brought soaring demand for steel and electricity, resulting in a world-wide shipping capacity shortage. By late 2004 that same ship of coal would have cost you about $50,000 a day. Builders began turning out more ships in response, and by the time Dryships issued shares, prices were in decline. They bottomed at about $15,000 a day in August 2005 and stayed there until summer 2006. Dryships shares lost half their value. The company quietly expanded its fleet.
To understand what happened next, you have to know how ship operators price their capacity. The aforementioned prices are “spot” rates, which are agreed upon for a single job only according to market prices. There are also time charters, whereby shippers commit vessels for a year or more at a time. Companies that rely on time charters produce fairly predictable profits, but are slow to cash in if prices rise. Companies that use spot pricing can produce enormous profits when prices rise. That’s particularly true because costs in the shipping business are mostly — what’s a better way here to say sunk? — paid upfront when ships are purchased. So higher rates create pure, levered profit.
a i vrijeme je bilo da promijenim taj dosadan potpis
Don`t drink and drive, take a bulk boat and sail!
[smiley2][smiley2]
Pozdrav znalcima…i svima ostalima[smiley2]
Pratim duže vijeme vaše pisanje i sjajni ste što se tiče informacija.
Tek sam se jučer javio sa par postova jer sam tek jučer kupio svoje prve ATPL-e
Naravno da su me odmah oprali, neki su možda i pročitali,
jer sam upitao zašto baš jučer onakav iznenadan nazovimo to pad.
I baš nakon što sam ja kupio. Doživili su me kao paničara, što nisam,
a mene je samo zanimalo jesam li propustio neku informaciju, a kao pratio sam detaljno već duže.
Sve O.K.
Shvatio sam to kao eto novoga, ajmo ga malo ….
O.K.
Svima pozdrav,
a posebno me od početka mog čitanja i zabavlja kolega Geronimo sa odijelom, fora je vrhunska !
Dao Bog da ga ne skidao mjesecima, …ma …godinama
[smiley2]
Ako vas zanima tko je jedan od onih koji je prodao na najvišim cijenama u utorak, radi se, između ostalog i o kolegi koji je i pokrenuo ovaj topic. Kolega Smart. I vjerujem da je imao priličnu količinu streljiva. [smiley2]
Post datira s 16.10.2007. poslijepodne.
Slijedi citat (Smart) s drugog foruma:
“Moji targeti koje sam imao do kraja godine su premašeni 30% na nekim dionicama. Zato sam jutros izašao iz većine. Mislim da je stanje na ovim razinama neodrživo na većini dionica. Možda se varam!?”
Znači po ovim informacijama i Libertas i Imperijal idu po 77000$
TO znači da samo ta dva broda će donjeti 300.000.000kn dobiti što dalje tznači samo ova dva broda će donjeti 3 puta veću dobit nego što je bila 2006godine.
Pozdrav drugari tatatatira
Znači po ovim informacijama i Libertas i Imperijal idu po 77000$
TO znači da samo ta dva broda će donjeti 300.000.000kn dobiti što dalje tznači samo ova dva broda će donjeti 3 puta veću dobit nego što je bila 2006godine.
Pozdrav drugari tatatatira
Prihoda, ne dobiti. Dobit ce biti manja, mada svejedno velika. Imaju i neke troskove po brodu valjda?