43 mil USD dobit.
Ok, ajde neka mi netko kaze kako su to tocno izracunali ako jos fali pola mjeseca.
Mislim, bzveze mi je govoriti a jos nije kraj godine.
I bozicna vecera firme ide u trosak.
Sto ako spi..de milju dolara 29.12 na to.
KOliko je onda dobit.
Bezveze, novinari, kako ih nevolim…

vjerodostojnosti radi evo wunderkindova posta sa mojnovac prije 2 mjeseca:

Baltic Dry Index (BDI) -38 8302

čini se da se počinje polako stabilizirat pa će vjerojatno ponovo prema gore…

stvarno mi nije jasno zašto to neko prodaje ispod 2600

s ovako visokim vozarinama cijena atpl uskoro bi trebala bit značajno veća, točnije strah me i prognozirati kolika

Posljednji podatci za imperijal ilibertas:Dry Cargo Fixtures

Wednesday 12 December 2007

ORE

Tubarao to Qingdao — Lowlands Orchid, 160,000t, 87 per tonne, fio scale/25,000sc, 10-20 Jan. (Louis Dreyfus Geneva)

COAL

Norfolk to Annaba — Centurion, 60,000t, 52.5 per tonne, fio 25,000sc/12,000sc, 20-30 Dec. (Mittal Shipping Lond)

TIME CHARTERS

Mineral Monaco (180,263 dwt, 14.7/68.6L(A) 15.5/68.6B, 2005-built) delivery Xingang 1-10 Jan, redelivery China, $166,000 daily. (BHP Billiton NL)

Vessel to be nominated (180,000 dwt, 9/800L, 1983-built) delivery China 1 Jul-31 Dec 09, redelivery worldwide, 10 years, $42,000 daily. (North China Shanghai)

Great Navigator (176,200 dwt, 14.95/68L 16.25/68B, 2006-built) delivery Shanghai 18-19 Dec, redelivery China, $180,000 daily. (Charterer not reported)

Mineral Antwerpen (173,000 dwt, 14.5L(A), 2003-built) delivery Lanshan 21-23 Dec, redelivery China, $172,500 daily. (BHP Billiton NL)

Huikanghai (149,906 dwt, 13.5/55L 14.75/52B, 1994-built) delivery Beilun 18-20 Dec, redelivery China, $157,500 daily. (Charterer not reported)

Prem Vidya (82,795 dwt, 13.75/37.5L(A) 14.5/37.5B, 2006-built) delivery Mumbai 25 Dec-5 Jan, redelivery China, $96,000 daily. (Charterer not reported)

An Ho (77,843 dwt, 14/33.5L 14.5/33.5B, 2004-built) delivery S China spot, redelivery Spain, $66,000 daily. (Louis Dreyfus Geneva)

Mulberry Wilton (76,274 dwt, 14.5L(A), 2004-built) delivery Rotterdam 16-20 Dec, redelivery China, $87,000 daily. (Crownland)

Crest Trader (76,662 dwt, 14/35L 14.9/35B, 2006-built) delivery Zhoushan 14-15 Dec, redelivery Spore/Jpn Rge, $66,000 daily. (Cargill Geneva)

Trafalgar (76,300 dwt, 14.5/33L, 2001-built) delivery Longkou 13-15 Dec, redelivery Spore/Jpn Rge, $68,000 daily. (Louis Dreyfus Geneva)

Arabella (75,500 dwt, 14/33L 14/28B, 2001-built) delivery Barcelona 21-23 Dec, redelivery China, $89,000 daily. (Charterer not reported)

Libertas (75,500 dwt, 14.5L(A), 2007-built) delivery Antwerp 20-25 Dec, redelivery worldwide, $84,500 daily. (Armada Switzerland)

Anna Smile (74,823 dwt, 13.75/32L 14/32B, 2004-built) delivery Immingham 13-21 Dec, redelivery Aden/PMO, $85,000 daily. (Glencore Baar)

Coal Glory (73,670 dwt, 13.5/34L 14/31B, 1995-built) delivery Mumbai 1-31 Dec, redelivery Japan, $80,000 daily. (NYK Line Japan)Dry cargo fixtures

Thursday 18 October 2007

COAL

Mobile to Swinouscie — Iron Knight, 60000 months, 58 per tonne, Oct, fio 25000sc/15000sc, 14-20 Oct . (Mittal Shipping Lond)

TIME CHARTERS

Northgate (179,422 dwt, 12/42L 13/42B, 1984-built) delivery Beilun 17-19 Oct, redelivery China, $180,000 daily. (Spot On)

Genco London (177,000 dwt, 14.5/66.5L 15.25/59.5B, 2007-built) delivery N China prompt, redelivery China, $184,000 daily. (BHP Billiton NL)

Anangel Dynasty (171,101 dwt, 14.5/58L 15/58B, 1999-built) delivery worldwide 1 May-30 Jun08, redelivery worldwide, 5 years, $80,000 daily. (Pacific King Shippin)

Martzoukos A. (161,425 dwt, 14/49L 15/49B, 1995-built) delivery Sth Korea 21-31 Oct, redelivery worldwide, 4 months, $170,000 daily. (Constellation Energy)

Imperial (75,510 dwt, 14/38.1L 14.5/38.1B, 2007-built) delivery S Korea 19-21 Oct, redelivery Spore/Jpn Rge, $86,000 daily. (Charterer not reported)

Belmonte (75,318 dwt, 13.8/35L(A) 14.8/35B, 2007-built) delivery Antwerp 25-30 Oct, redelivery UKCont, $86,500 daily. (Charterer not reported)

F.D. Salvatore Pollo (74,483 dwt, 14/34L 14/31B, 2007-built) delivery Black Sea 20-30 Oct, redelivery worldwide, $86,000 daily. (Aquavita Intl)

43 milja ti je izrečeno na konferenciji za tisak i na skupštini by jerković koliko sam čuo/pročito/sazno

skromno sam primjetio ako se na ovoj temi ne pišu hvalospjevi u hyperlativima o atlantskoj kao svjetskom brodarskom čudu koje je toliko potcjenjeno da može bez problema narast još 200% čovjeka se proglašava ludim i da nema pojma

a kad se postavi par pitanja, grafova i zamoli za neke odgovore dobije se [censored]

no zbog primjećenih nekih stvari i dosta ulaganja u znanje kako bi matrix naš svagdašnji nam to sugeriro sam smanjio izloženost, ali isto tako pridružujem se navijačkom kolektivu za rast jer mi ko imatelju dionica paše

po mojim računicama za opravdanje ove cijene meni treba godišnja dobit barem 400 miljona s time da i dalje smatram da tržit brodare i u americi i u hrvatskoj na PE na kojima se trže su nebuloze

pogotovo ako uzmemo u obzir projicirane pokazatelje na cijeni od minimalnih očekivanih 4500 kn s kojima koliko čitam niko neće ni bit zadovoljan jer su targeti svakim danom sve veći – 6000, 9000, 15000? [rolleyes]

nadam se da je fondovska industrija dovoljno jaka i da će atlantska imat dobit barem miljardu kuna sljedećih minimalno 20-30 godina da bi cijena na tim razinama bila opravdana uz ovakve il više vozarine i sve moguće i nemoguće nove i stare brodove na upitnom marketu u to vrijeme

a sad očekujem da će me se il izignorirat il na ražanj, iako ko što sam već napiso u navijačkom sam timu! [cool]

Dry Bulk
Atlantic handies ‘on fire’ as supply tightens

Jamie Dale – Friday 14 December 2007

FREIGHT rates for fixing handysized tonnage have exploded in the Atlantic this week, as the market feels the pinch of a short supply, writes Jamie Dale.

Freight rates for handysized tonnage in the Atlantic have been holding firm over the past month, but have surged in December.

“There has been an explosion over this week, I can safely say that it’s pretty much on fire in the Atlantic,” said a London broker.

“Tonnage is in short supply and people are really trying to clear their books before Christmas.”

The ICAP Hyde Handymax Index jumped $7,000 per day on Wednesday for its US Gulf to Far East trip.

Timecharter rates for the Continent to Japan via the Gulf are fetching around $77,000 per day. Meanwhile, a 52,000 dwt supramax is attracting timecharter rates around $80,000 per day for a trip from west Africa to the Far East via east coast South America.

“Santa Claus has already come to the US. Now tonnage is able to get even $102,000 per day for the voyage back to Continent, which is $10,000 more than week ago,” said Fearnleys.

The Oslo brokerage added that the Stella Maris was fixed at $70,000 per day for a transatlantic round voyage with delivery passing Cape Passero.

The London broker expects to see a continued “crazy” market next week, but a quieter second half of December once cargoes have been cleared.

“But I still expect to see rates holding firm,” the broker added.

ICAP Hyde in its daily report said that charterers are struggling to secure ships for their east coast South American cargoes. However, “we know of owners of a few supramax types which they don’t want to reveal for end January”.

In the Pacific, however, rates have not fared as well as those in the Atlantic, falling nearly $5,000 per day.

“Contrary to the buoyant Atlantic, the Pacific was gloomy and the bearish conditions dragged the rates down,” said Fearnleys.

Fearnleys added that the Ocean Prince was fixed at $60,000 per day for three to five months trading, while the larger 55,580 dwt Yanning Sea was fixed at $62,000 per day.

Another London broker noted that short period activity for a type 52 ship had fallen into the low $60,000s per day, down nearly $5,000.

“There is no spot market at the moment in order to support the period,” said the London broker.

Rates have come off, especially in Japan and Singapore, which the broker explained was due to a lack of steel out of China and no North Pacfic cargoes.

“It’s basic economics, but I can’t see rates coming back before the New Year,” warned the broker.

Pacific round voyages were fixing in the low $50,000s per day.

However, the broker said that activity in India was fairly good, with iron ore and bauxite cargoes heading over to China.

Ako bi buduća dobit trebala,mogla biti miljardu kuna ili više što mislim da je noguće u budućnosti(kroz koju godinu)to znači stopu rasta od 35-40% goišnje(5 godina),onda bi i p/e trebao biti u tom rasponu(35-40)

kako to nisi upitao sebe dok si skupio onoliko komada??
i dok si govorio kako ces cijeli portfelj staviti u ATPL?
i kad si htio dokupljivat na 3000+?

jel to znaci da onda niste ulagali u znanje, kolega?
ne bih te na razanj, ali nije mi jasno..
a takav vrstan znalac..salto mortale u 2 tjedna
[thumbsup]

hvala gargatomac što si išćupo moj post od prije 2 mjeseca i koliko vidiš itekako sam dobro bio prognoziro…

atpl je tada doguro do 3890 kao ath ako me sjećanje dobro drži i vrišto je prodaj me no pohlepa je bila jača od mene, a forumska drukanja i “stručnost” me održavala na životu! [thumbsup]

a od tada se toliko toga dogodilo i promjenilo da sam toliko dodatno isproučavo ovaj sektor da mi je zlo od proučavanja! [cool]

mig drys je tada bio ugrubo 50% više nego danas

ne prepucava mi se ponovo s tobom, da sam hazarder znaš da jesam, a ak ti se čavrlja nazovi na mobitel – ima ti byber broj pa nek ti ga da budući da ti više nemaš [rolleyes]

nit sam ga kupovo po 3800 ni prodavo po 2700 ko neki [wink]

a u prethodnom postu ti piše dodatno objašnjenje iako tvoj nisam vidio

bit ce da si i LEDO proucio, pa dok si bio unutra tvrdio si da je 20 000kn nista za njega, a sad da je preskup na 17 000..slicna prica kao sa ATPL..

a na KODT si postao ko Cayman na LLRB, sam se sa sobom dopisujes..

mig lažeš i opet me pokušavaš iz svojih ljubomorno bolesnih poriva isprovocirat valjda što sam zaradio više i vjerojatno uvijek i budem! [wink]

no kad već maltretiraš i mene i druge svojim off topic temama iako imaš i moj mobitel i pm-ove i sto čuda da me kontaktiraš i pitaš što ti nije jasno da ti odgovorim…

ja nisam kriv kaje drys pao s 130 na ispod 70 i sad se trži nešto više s tendencijom prema dole trenutno…

kodt će vrijeme pokazat sam pogodio il fulo…

a za ledo znaš da sam ga kupovo ispod 10 000 što temeljem tada još neugrađenih očekivanja, stvarane psihologije, dobrog razvoja priče i kvalitetnog širenja poslovanja, sigurnih prometa i tehničke analize i to s targetom od 15 000, a ne 18 500 na koliko sam prodo

ko dionica mi nije jeftin više, ali vjerujem da ga zaba može odradit koliko treba, a nisam sentimentalan nego zarađujem novce pa nikad nije isključena mogućnost ponovne kupnje, al ovog puta radi čiste prilike zarade na brzaka

čudno da si zaboravio da sam i ingru prodo, al u nju bojim se da se više ne vraćam osim u slučaju nekog psihološkog ludila mase na neki dobiveni veliki poso

no dionice su jedna dinamična tvorevina koja iziskuje veliku fleksibilnost i spremnost na iznenađenja, mogo bi i ti malo smekšat i razmislit kud će to dovest tvoja očita nepromjenjivost mišljenja i sklonost savršenstvu!

ja nisam savršen i pogriješio sam 1000x i još ću i opće me to ne [censored]