Big spenders
Wednesday 2 January 2008

Billions of dollars are being invested to expand mines, and improve port infrastructure around the world.

Rio Tinto

• $10bn on ports, mines and rail in Western Australia’s Pilbara region to reach iron ore production of 320m tonnes per year by 2012, up from 220m tonnes in 2009.

• $6bn at Simandou, Guinea to produce 70m tonnes iron ore by 2013.

• Thermal coal production to double by 2015, hard coking coal production to 16m tonnes per year by 2015.

BHP Billiton

• BHP iron ore production to increase from 155m tonnes per year in 2010 to 300m tonnes per year.

Vale

• $59bn over five years, including $10bn for Carajas de Serra Sul iron ore mine (90 m tonnes per year by 2012).

CSN

• $5.3bn over six years on mines, steel mills and ore pellets plants. Iron ore production up 65m tonnes by 2011.

Carbones de Cerrejon

• (BHP Billiton, Xstrata Coal and Anglo American consortium) $600 million coal expansion from 32m tonnes per year to 40m tonnes per year in Colombia.

• Drummond Coal (Colombia): output to double to 40m tonnes per year by 2010.

CITIC Pacific

• Iron ore: $5.2bn at Cape Preston iron ore in Australia to produce 27.6m tonnes per year of ores and pellets.

Xstrata

• $860m at Port Alma, 30m tonnes peryear capacity.

ko je reko da ja mislim da će išta tonut, samo već neko vrijeme ne vidim još većih razloga za rast!

a ti forum doživljavaš ko mjesto di bi na pojedinoj dionici trebali pisat samo i isključivo njeni vlasnici!?

jesi kad zamislio kako bi to izgledalo!? up up up melodija u ritmu “kad se male ruke slože”![lol]

oprostit ćeš mi, ali već sam toliko puta ulazio i izlazio da ni ne znam na kojim sve ciframa sve ne, a kao vječni potencijalan kupac bilokoje, a pogotovo ove dionice osjećam da ipak imam pravo pisat na temi! [wink]

Precious bags five-year charters for two newbuilds
By Marcus Hand in Singapore – Wednesday 2 January 2008

PRECIOUS Shipping has fixed two of its handysize newbuildings to be delivered in 2010 for five-year periods.

The Thai handysize bulk specialist said that the first and third ships of its series of 12 34,000 dwt vessels ordered at India’s ABG Shipyard had been fixed to an existing customer for periods of 60 to 62 months.

The contracts will generate earnings before interest, tax and depreciation of $26m to $27m per ship over the five-year period. Precious is buying the vessels at a cost of $30m per ship.

The first ship is due to be delivered by ABG to Precious in March 2010, and the third vessel by the end of the year. The unnamed charterer has options for the same period for the second and fourth vessels to be delivered.

“It is our intention to continue to charter out all our newbuilding ships at similar rates for similar period contracts,” said Precious managing director, Khalid Hashim.

For 2008, the Thai shipwoner has fixed 79.4% of its fleet on time charter at an average of $14,358 per day per ship, with a total contract value of $183.1m. For 2009, the company has fixed 48.9% of its fleet at a total contract value of $94.7m.

“This tells you that our clients have the confidence that this freight market still has legs to run for another few years,” Mr Hashim said.

5 milja EBITDA po brodu godisnje.

Ovih 14 tisuca dnevno… je li to OK cifra za 5 godisnji T/C?

Nije direktan odgovor, ali evo usporedba (pod uvjetom da si dobro sve izracunao):

Princess I 38,858 1994 Handymax

7/20/2007 22-24 months Jun-09 $30,000 – Baltic Handysize Index [BHSI] Jul 20, 2007 2233.00

Baltic Handysize Index [BHSI] Dec 24, 2007 2969.00 – 14.000 $ daily T/C 5 years

Nego, malo sam zabrinut za Action Hana – di nam je nestao? Da nije na skijanju?

Dakle, bio sam u pravu….

[cool]

…Nemojte napadati wundera. Čovjek ima svoju taktiku i čak se trudi argumentirano pisati….Čim ovo krene ..kao što neki kažu UP, UP, UP..evo njega opet unutra..Iako sumnjam i da je u potpunosti izašao. [cool]

Cudno…
14.300$ dnevno puta 350 dana daje prihod od 5 milja.

Oni tvrde da ce imati 5 milja EBITDA, sto znaci da su im ovi brodovi zakljuceni na cijeni iznad prosjeka firme.

Techman, koliki je uobicajeni operativni dnevni trosak ovakvog broda?

Evo malo svježih info:

DRYSHIPS INC. (NasdaqGS:DRYS)

Last Trade: 80.03
Trade Time: 3:11PM ET
Change: 1.92 (2.46%)
Prev Close: 78.11
Open: 79.50
Bid: 80.00 x 100
Ask: 80.10 x 100

mene brine di su nestali starwinsky i toknezev?

brodari su trenutno out of focus i pretpostavljam da se kolega strawinsky bavi unosnijim dionicama ovih dana!

po meni su sad todorići best buy, a vrijeme brodara će nadam se ponovo doći i treba pratit usa trend!

Ma ljudi moji sto vas brine????

Nestali, nestali pa sto? Oteli ih vanzemaljci pa sto?[lol]

Nestalo je puno ljudi pa Atlantska i dalje plovi. Ljudi se brinu i panicare oko BDI-a i najavljene dobiti, pa sto?
Ako ATPL padne, dobra prilika za dokup, ako ne…hold.

Puknut cu ako ovo ne kazem, ali moramo dodati jos jednu kategoriju investitora (uz bull i bear). To su vulture (neka se ne uvrijede[smiley]) Oni se hrane vasim strahom i potpiruju ga… argumenti su “mala dobit”, “americki brodari padaju”, “TA kaze ide to dole” itd….

Ako se date preplasiti takvim investitorima (kao i onima koji NIKAD ne prodaju sa gubitkom, a onda ipak prodaju jel ce to ici dolje[tongue], jer ATPL kao skriva dobit, a onda ipak ne padne[tongue]) onda molim vas lijepo – postoje i fondovi.

Ako pak procijenite da su u pravu, prodajte. Ja vam, priuceni segrt necu reci da su oni u pravu ili krivu, uvijek sam se trudio realno gledati na situaciju.

Ono sto je vidljivo da ATPL (trenutno) ne moze preci 3.5 ali ni pasti ispod 3.4. Zasto? To je na vama da procijenite. Ja sam zadovoljan rastom ostalih brodara, a i drzanjem ATPL u ova vremena. Doci ce vrijeme i za ATPL. Stricek Sakai has spoken. A vi vjerujte “glasnogovornicima” i vultureima…