nisam nimalo zadovoljan, tribalo je ovo i bolje ispasti…Ali ima vrimena i sutra…
Sada će jedno čišćenje na ATPL pa to se vidi iz aviona pa tko su ovi koji prodaju nikako mi nisu jasni.
To su oni koji nisu čitali postove i pratili vozarine-zbivanja zadnjih tjedan-dva.
Očito je da će se sada novci iz građevinara preliti u brodare!
Nema ovo veze sa porastom BDI-a.
Slažem se da će se novci preliti iz građevinara, ali se ne slažem da nema veze s vozarinama. Vozarine za Panamaxe su već od kraja protekle godine na pozitivnim razinama, nakon kineske nove godine ponovno rastu. Neki polugodišnji ugovori ponovno nose predzank +30.000 USD per day. Capesize danas (iako nemaju direktne veze s ATPL) skočili 8% što se meni, laički (!), čini neobično puno za jedan dan. ATPL će u tekućem kvartalu vjerojatno ponovno ostvariti dobit, a znači li ovaj današnji snažni skok Capesizea neku naznaku dodatnog zamaha, vjetra u leđa, vidjet ćemo uskoro.
…nekako mi miriši na to da je došlo naših "pet minuta"
Cijelu drugu polovicu 2009. si najavljivao tih 5 minuta, no ovog puta se slažem. [smiley]
Libertas plovi za 41.500 USD a day, doduše, ako sam dobro shvatio, u jednom smjeru.
Dreyfus splurged a massive $42,000 a day on a front haul via South America with the 73,400-dwt Zagora (built 2001) and $41,500 a day for a similar fixture with the 75,500-dwt Libertas (built 2007).
Despite many reported deals on new building orders, readers who took part in the latest monthly poll, organized by Hellenic Shipping News Worldwide, declared that the most attractive ship investment in today’s dry bulk market is the second hand vessel. This answer was voted by 40.9% (1,112 people) out of the total of 2,717 readers who participated in February’s poll.
The preference of readers towards second hand vessels can be perceived as a growing optimism on the prospects of the dry bulk market. That’s because many of our audience come from the shipping industry, involving ship brokers, ship owning companies and charterers. Their belief that an approach of “buy now” to capitalize on a possible rise of the Baltic Dry Index (BDI), could be an indication on an improved market sentiment. (…) Still, the more conservative shipping community of Hellas seems to be more incline to invest in newbuilding orders, rather than acquiring a second hand vessel.
Of course, both of these options have proven very popular from the beginning of the year, so the main conclusion is that it always depends on the owner and his strategic approach to the market.
For instance a publicly traded shipping company is more likely to go for a resale contract or a second hand vessel, because it’s more difficult to persuade shareholders that the company will commit a large amount of its funds to an investment which will yield results – thus dividends – in more than two years’ time.
So, how is the market shaping up at the moment? Well, the BDI is inching its way forward since last week, with the Chinese steel industry back into the market. Of course, the main question in everyone’s lips is how will the balance between supply and demand shape up in the future?
News this week on increased demand for coal and iron ore trade, as a result of booming emerging economies were welcome among many ship owners. But, on the other hand the looming oversupply is still on the cards. That’s why the recent report by Moody’s Investors said that the long-term drivers of growth remain robust for shippers involved in transporting commodities such as coal, iron ore, oil and grain. These sectors will absorb the number of new vessels scheduled to be on the water in the next few years relatively easily.
Libertas plovi za 41.500 USD a day, doduše, ako sam dobro shvatio, u jednom smjeru.
Dreyfus splurged a massive $42,000 a day on a front haul via South America with the 73,400-dwt Zagora (built 2001) and $41,500 a day for a similar fixture with the 75,500-dwt Libertas (built 2007).
Dobro si shvatio, van handrd rispektivli
Libertas plovi za 41.500 USD a day, doduše, ako sam dobro shvatio, u jednom smjeru.
Dreyfus splurged a massive $42,000 a day on a front haul via South America with the 73,400-dwt Zagora (built 2001) and $41,500 a day for a similar fixture with the 75,500-dwt Libertas (built 2007).
Evo malo da se podsjetimo cijena Imperiala
Brodari rules [thumbsup]
nisam nimalo zadovoljan, tribalo je ovo i bolje ispasti…Ali ima vrimena i sutra…
vrimena ima kolko hoćeš, problem je što nema para… pa zar ne vidite da mi ovo sami jedni drugima prodajemo p 50x ? ne samo ovdje, na gotovo svim dionicama!
Brodari rules [thumbsup]
Jel svi i oni na pentu ili samo ovi izlisatni na ZSE?
Svi koje ja imam a imam sve [thumbsup]
Da, i meni se čini da počinje urnebes..
Sigurno počinje sa snažnim skokom BDI indeksa (moram priznati za zadnjih pola godine nisam još vidio ovako veliku potražnju za brodovima)..
Pa brodovi se iznamljuju i do 2000 dolara većoj cijeni nego jučer (po danu, of course)..
I već neko vrijeme se brodovi ATPL nisu iznajmljivali po cijeni višoj od 40 000$
Ship Name LIBERTAS
DWT 74930
Built 2007-08
Flag CRT
Draft 14,20
74,930 BLT 07 RICHARDS BAY/SPORE-JPN 9-11/3.2010 USD 41,500 [/b]DAILY[/b]
(inače, Libartas trenutno prevozi aluminij)
Jučer dok je bila pušiona većine indeksa, američki shipperi narasli prosječno 1,5%…
Kinezi, Indijci i ekipa odrađuju svoje….
Dal ćemo mi odraditi….???
Vrlo jednostavan je odgovor
Ako ekipa neće prodavat hoćemo…
AKo netko tko je kupio po 8xx ili 9xx misli da mu je par postotaka dovoljno, onda nećemo rasti..
Iako osobno sam uvjeren da takvih nema puno (ili se iskrcali pa ušli u građavinu ili još drže sa cijenama iznad 2000 kuna i nije im na kraj pameti da prodaju).
Sretan put i mirno more ……
Idemo danas s BDIjem preko 3.000 bodova … nadam se da će to popratiti i naša perjanica, naravno ne nadam se 3.000,00 Kn uskoro, ali 1.100 Kn bi bilo lijepo … do sutra