Matija
potpuno mi je svejedno jel bilo prekrcaja ili ne…to je moja pretpostavka a može i ne mora biti točna.
Ja samo znam da sasvim mirno spavam zadnje dane čak i dok mi miljenica pada jer sam duboko uvjeren kako je isključivi razlog za pad smanjena likvidnost …sve ostalo ne daje razloga za pad već sasvim suprotno, ustvari ako malo bolje pogledaš mi padamo zanemarivo u odnosu na ostale i to je samo potvrda da sam u pravu što se tiče poslovanja AP.
Biti će zanimljivo vidjeti kako ćemo reagirati na izvješće za 1Q kada se ustanovi da od gubitaka neće biti ništa ili će biti puno manji od najavljenih…definitivno za poslovanje AP najgore je prošlo…likvidnost je niska ali ni to neće trajati vječno…čekam ljeto za ostatak dividende a u jesen očekujem i puno bolje vijesti , optimističan kao i uvijek pozdravljam istomišljenike a one druge upućujem da nađu bolju dionicu ako mogu…

@Leconte
Vrijeme je na našoj strani.

Will falling iron ore prices propel drybulk shippers?
Monday, 09 March 2009
Drybulk shipping companies get a large chunk of their revenue by carrying iron ore across the oceans, and with prices of the raw material set to see a steep fall this year, industry observers are divided if it would provide succor to a recession-battered drybulk sector. A drop in the contracted price for iron ore will help drybulk shippers in two ways, said analyst Scott Burk of Oppenheimer & Co.
"First of all, lower prices could potentially lead to higher demand for iron ore imports from China from longer sources as opposed to India," he said.
Secondly, a bigger spread between higher spot iron ore prices in India and China and lower contract prices in Brazil gives the steel mills in China more potential margin to ship the cargo across the ocean, he added.
Freight rates for dry bulk ships have plummeted 90 percent from the highs hit during the commodities bull run last year.
Freight rates for capesize vesels — the largest class of vessel that ferry iron ore, coal, and grains — on the key route between Brazil and China have fallen to $21 a tonne, according to Reuters data, down from above $100 a tonne in June last year.
Analyst Omar Nokta of Dahlman Rose, who believes a fall in iron ore prices will be beneficial for the drybulk industry, said, "What’s happened over the last six months is that the steel mills have been operating just above or just at cost."
"So there’s really not much that they can do. They are out there paying as little as possible for freight. Once margins expand they should be able to buy more and pay a higher (freight) rate.
BUT WILL THEY PAY?
"Why would they want to pay the shippers more," Natasha Boyden, Managing Director – Equity Research, of Cantor Fitzgerald said.
"The steel production in China is down. Although we have the Chinese stimulus plan, clearly all sorts of demand for construction are also down," she added.
Boyden said the potential decline in iron ore pricing could be a fallout of the dramatic fall in steel production year-over-year.
The fall in demand for the commodity is going to clearly have an impact on the demand for ships, she added.
Steel prices in China dropped sharply in the second half of last year, as demand from the world’s largest metal consumer and its trade partners, including South Korea, Europe and the Middle East, slumped as the global financial crisis hurt the real economy. They briefly rebounded in January, but have since fallen again.
Baosteel Group, China’s flagship steelmaker, expects domestic steel prices to remain weak in 2009, since demand in the world’s top steelmaking country has not yet recovered, an executive said on Wednesday.
"If we think that demand (for iron ore) is being hindered by high prices then lower iron ore prices will be considered a good thing for the drybulk shippers," analyst Gregory Lewis of Credit Suisse said.
"If, however, the decline in iron ore prices is a result of simply the fact that there is lower demand then that’s a negative for shippers," he added.
However, everyone agrees that an early resolution to price negotiations between iron ore miners and steel companies will be a positive to the drybulk shippers as it will lead to increased shipments.
Australian iron ore miners BHP Billiton and Rio Tinto are most likely to be the price setters this season, which begins in April.
"What’s going to help the dry bulk industry the most will be an increase in volumes," Lewis said.

Source: Reuters _ Mar. 9, 2009

Svaka čast.
Ovo da čovjek prvi put čita rekao bi ovaj lekonte je genije.
Ali ja vas čitam duže, ja vas čitam od onda kad je bdi bio važan, od onda kad su novi brodovi bili važni, od onda kad je isplata dividende bila važna.
I rekao sam vam onda i da ponovim za buduće generacije i sad, NIŠTA od toga ne utječe na cijenu dionice atpl u ova vremena. Rekao sam vam to onda NELIKVIDNOST, pa da dionica zaradi i 10 miljardi dolara ove godine kaj ti to vrijedi kad je nitko ne želi kupiti, shvaćate nitko je ne želi kupiti.
Jedini problem u vašem tekstu mi je taj što vi mjenjate mišljenje ko čarapa i na kraju se pozovete na to, pa očekujem bolje vijeti i nađi bolju dionicu ako možeš.
Ti argumenti ne pristaju jednom analitičaru vašeg kalibra.

Poanta je slijedeća: da su ljudi, a tu uključujem i vas, slušali bar djelomično kaj pišem, lijepo bi u 5 -6 mjesecu kao u gubi kupovali atpl na 450-550 kuna uzeli dividendu od 100 ili kolko kunica i svi sretni.
Ovak ja slušao gubija i tebe nisam prodao dio atpl od onih 500 komada kaj sam imao, cijena 770 kuna – danas je 615. To je koliko? 25% prijatelju. Pa i ne bi mi trebala dividenda o 50 kuna, bi imao isti broj dionica po recimo 630 al bi mi ostalo 100 kuna po dionici koju imam, tj sad nemam, da rasipam po birtijama po gradu.
Tako da, ovo ništa neće trajati vječno. Pa i nemora dosta je da u mjesec dva me osiromađe ovakvi likovi ko ti sa svojim super savjetima kak je sve super i kak me na ljeto u 9 mjescu čeka drugio dio dividende. I puno bolje vijesti. Isto kak ste pričali u 12 mjesecu da nas sad čekaju bolje vijesti.
Zaključak suvišan.

a što se lipari, ne bi da će poklopiti par iljada komada, pa mu to nešto znači, jao, jao…

Baltic Indices 09/03/2009
BDI 2262 (+37)
BCI 2831 (-8)
BPI 2316 (+86)
BSI 1713 (+25)
BHSI 728 (+24)
BCITCavg $28382(-103)
BPITCavg $18562(+696)
BSITCavg $17908(+255)
BHSITCavg $10549(+328)

bdi????

Kupnja Cijena
332 619,00
Eto ko voli nek proda.
Najbolji su mi likovi što slušaju savjete i trguju dionicama. I onda plaču po forumu.
Izgleda ATPL ne slijedi baš večinu dionica kako bi neki željeli. Što je sad.

šta štaje …jaje…evo pogledaj gdje je sad…ponuda/potražnja u top10 sve govori kakva je atmosfera

Kupnje:
Cijena Količina
618,17 328
617,79 18
617,78 40
617,77 40
617,61 2
617,50 25
617,05 10
615,56 6
615,50 50
615,10 25
Šta sve ovi danas izvode to su čuda.