Pogrešno kolega, prvo se moraju banke oporaviti, jer one financiraju industriju, a brodari kreću prije industrije, jer da bi industrija nešto proizvela, treba sirovinu, a sirovinu netko treba prevest, a koliko smo daleko ili blizu oporavka……(banke),e to ni baba vračara ne zna.
Jedno je po meni vrlo izvjesno,SVI neće preživjeti.

Kolega, molim Vas, i ostale sudionike foruma, ako već ne znate da se firma zove ATLANTSKA PLOVIDBA D.D., ubuduće pišete skraćeno tj.ATPL,i još nešto za vas i ostale koji ne znaju,
gornja granica koju smije imati ATPL kao vlastite dionice iznosi 10% tj. 139.552 ukupne količine izdanih dionica, a trenutno ih ATPL ima 133.002 tj.mogu dokupiti još samo 6.550 dionica, prema tome, ne donosite pogrešne zaključke ako ste neinformirani.

ffa 11 mai
cape
4TC_C 27705 – 685
4TC_CCURMON May (09) $/day 27500 +709
4TC_CCURQ May/Jun (09) $/day 27281 +937
4TC_C+1Q Q3 (09) $/day 23875 +1191
4TC_C+2Q Q4 (09) $/day 23950 +1112
4TC_C+3Q Q1 (10) $/day 23531 +984
4TC_C+4Q Q2 (10) $/day 23394 +881
4TC_C+1CAL Cal 10 $/day 22969 +556
4TC_C+2CAL Cal 11 $/day 23731 +293
4TC_C+3CAL Cal 12 $/day 23738 +157
4TC_C+4CAL Cal 13 $/day 23794 +188
4TC_C+5CAL Cal 14 $/day 23556 +181

pnmx
4TC_P 17177 +15
4TC_PCURMON May (09) $/day 15255 +305
4TC_PCURQ May/Jun (09) $/day 15130 +465
4TC_P+1Q Q3 (09) $/day 13475 +575
4TC_P+2Q Q4 (09) $/day 13663 +475
4TC_P+3Q Q1 (10) $/day 13505 +345
4TC_P+4Q Q2 (10) $/day 13315 +282
4TC_P+1CAL Cal 10 $/day 13348 +270
4TC_P+2CAL Cal 11 $/day 13960 +187
4TC_P+3CAL Cal 12 $/day 13970 +157
4TC_P+4CAL Cal 13 $/day 13988 +125
4TC_P+5CAL Cal 14 $/day 14000 +147

sprmx
5TC_S 16844 +433
5TC_SCURMON May (09) $/day 15506 +389
5TC_SCURQ May/Jun (09) $/day 15083 +316
5TC_S+1Q Q3 (09) $/day 12103 +261
5TC_S+2Q Q4 (09) $/day 12208 +239
5TC_S+3Q Q1 (10) $/day 12017 +189
5TC_S+4Q Q2 (10) $/day 11875 +139
5TC_S+1CAL Cal 10 $/day 11758 +86
5TC_S+2CAL Cal 11 $/day 12264 +83
5TC_S+3CAL Cal 12 $/day 12231 +73
5TC_S+4CAL Cal 13 $/day 12169 +144
5TC_S+5CAL Cal 14 $/day 12156 +139

handy
TC_H 10839 +134
TC_HCURMON May (09) $/day 10425 +275
TC_HCURQ May/Jun (09) $/day 10050 +125
TC_H+1Q Q3 (09) $/day 8995 +120
TC_H+2Q Q4 (09) $/day 9055 +125
TC_H+3Q Q1 (10) $/day 8845 +100
TC_H+4Q Q2 (10) $/day 8730 +100
TC_H+1CAL Cal 10 $/day 8725 +75
TC_H+2CAL Cal 11 $/day 8825 +25
TC_H+3CAL Cal 12 $/day 8850 +25
TC_H+4CAL Cal 13 $/day 8825 +50
TC_H+5CAL Cal 14 $/day 8775 0

http://finance.yahoo.com/q/cq?s=DAC,DRYS,DSX,EGLE,ESEA,EXM,GNK,NM,QMAR&d=v1
Ovi su gadno pali. Kada je DSX bila oko 15$ ATPL se vrtila oko 700.
Zbog toga mi se ove cijene čine malo veče nego što bi trebale. A i iznenadna likvidnost zadnjih dana mi malo djeluje ishitreno.
Mislim da bi ATPL trebala što prije na NYSE. Vjerujem da bi tamo bila hit dionica. Ma koji crni Grci se mogu usporediti sa našim moreplovcima. ATPL je firma sa ogromnim potencijalom i tko zna što je mislio kolega kada je rekao neki dan da je to firma koja sprema dobre projekte u budučnosti.

Lijepo se uspoređivati sa DSX-om, ali bi bilo onda lijepo pogledati i usporediti omjere duga i kapitala te kakve flote ima jedna i druga kompanija. Istina je da se zanimljivo igrati sa cijenama i datumima, ali neće vas to daleko odvesti.

Da, slažem se sa kolegom MCINHA, ATPL je trebala biti na 1100kn kad je DSX bio na 18 i sitno dolara.
Al ipak nije toliko narastao pa neće ni pasti!
Dapače niže od 855kn neće! Iako mislim da u iduća 2 dana će ATPL pokazati gdje joj je mjesto!
Po TA za koji dan će se dogoditi proboj gore!
Po meni idealno vrijeme za ulaženje u iduća 2-3 dana!
Budete se svi uvjerili!
Gornji target više nije 1100-1150, sad dižem procjenu na 1500-1600kn.

Ma je 1900….

Jedno je sigurno a to je da BDI nastavlja svoju uzlaznu putanju.

Prenosim s teme JDPL od gosp. Zivka 11.05.09. | 16:25

BDI ”no longer indicator of real economy”, says Unctad

Justin Stares, Brussels – Monday 11 May 2009
THE Baltic Dry Index is no longer a bellwether of the world’s economy, according to new research.

Pundits who watch the four-route composite index for signs of industrial decline and recovery might do well to look elsewhere, because the numbers have lost touch with the industrial reality.

According to the Geneva-based United Nations Conference on Trade and Development, the index has in fact been out of kilter with industrial production for the last six years.

Despite its following in the mainstream press and a fan base said to include Alan Greenspan, the former chairman of the US Federal Reserve, the index is no longer an indicator of the real economy because it reflects tonnage over-supply as much as demand for raw materials, says Unctad. Volatility, which has increased substantially, has also made a wider interpretation of the numbers less meaningful, Unctad says in its latest newsletter.

“Observing the development of the BDI and its increased volatility over recent years, it is perhaps no longer the excellent indicator that it was during the period 1985–2002,” the newsletter says. “The BDI as a compendium of charter rates reflects not only changes in demand for raw materials but also changes in the supply of shipping capacity. This contributes to the fluctuations of the BDI, and thus reduces the usefulness of the BDI as a ‘leading indicator’ for industrial production.”

The index reflects shipping’s notorious boom-to-bust cycle, the report’s authors point out. “Shipowners order new vessels when times are good, yet delivery takes place two to three years later.” If an economic recovery is underway, you won’t see it in the Baltic Dry Index: “Even if demand were to pick up now, the surplus of capacity would still prevent charter rates from returning to the high levels of 2008.”

Other factors have skewed the index, the authors point out: “New technologies and vessels are more expensive, while requiring lower expenditures for fuel or manning. Small variations in demand thus lead to larger variations in prices.”

Referred to by one business magazine as “the best economic indicator you’ve never heard of”, the Baltic Dry Index is today influenced to a much larger degree by financial traders with no direct interest in the industry.

“The BDI appears to be increasingly influenced by market players who are not themselves providers or users of shipping capacity. An indicator of this trend is the growth in forward freight agreements. In 2005, the volume of physical trade was twice the (financial) volume of FFAs, while in 2008 the volume of FFAs was 10%above the volume of physical trade.”

Neither should containership charter rates be considered a good economic indicator, Unctad says.

“Just as in dry bulk shipping, the global downturn in container ship charter rates is attributable not only to the downturn in demand, but also to an oversupply of shipping capacity. Today’s tonnage on order in the world’s shipyards amounts to almost 50% of the existing container-carrying capacity, and already today 11% of the container ship fleet is reported as idle or laid up.”

Container freight rates are just as likely to be moved by trade imbalances, port characteristics and piracy as by global economic growth trends, the report says.

Kolega ne hitrite s izjavama:
DRYS je pal 15% a DSX skoro 3%.
Što se vidi iz linka koji nam je poslao ‘odjavaHRT’. Europa je jutros u crvenom. Ja neznam šta se svi boje toliko te korekcije?

koje korekcije? [smiley]