Pa upravo se o smanjenju NAV (net asset value) i radi.
Što su brodovi nego asset?
Ako im kod procesa revalorizacije smanjuješ vrijednosti, zar treba posebno naglašavati da se i NAV smanjuje?
hoću reći da se zna po koliko su trenutno utrživi brodovi i znamo gdje je otprilike realno NAV bez obzira na to koji se iznos u knjigama vodi kao vrijednost brodova i koliki tamo BV ispada. te realne promjene NAV-a uostalom skoro pa preslikava i cijena dionice, makar nerevalorizirana cijena brodova u bilanci ostaje i godinama ista. kao što ni kad se prodaje JDPL nitko ne gleda koliko je to niže od BV navedenog u bilanci nego samo koliki je diskont na trenutnu cijenu brodova na tržištu.
Dobro, ajmo napraviti korak dalje.
Što kažete koliko realno (tržišno) vrijedi ATPL-ova imovina?
I koji bi to BV (ili NAV) dalo?
Sumnjam da je tržišna cijena dionice mjerodavna za to, osim ako mislite da bi vrijednost imovine trebalo smanjiti za cca. 70% pošto se ATPL trži na 0,28 BV?
evo ja bih sasvim ugrubo pretpostavio da bi tih 11 brodova panamax-supramax u prosjeku nešto manje od 5 godina starih mogli računati oko 220 mil dolara ili malo manje od 1500 mil kuna. a budući da su brodovi u posljednjoj bilanci vrednovani 2066 mil revalorizacija bi mogla spustiti BV za oko 600 mil kuna.
ok ako imamo tu cijenu brodova kako si naveo Georgija imamo Atlantis koji u 20 stanova vrijedi cca 43 mil kuna imamo i Hotel lapad sa 163 smjestajne jedinice vjerujem cijene minimum oko 20 mil eura i imamo lovu od Kineza za brodove cca 180 mil kuna plus kamate kako god kad zbrojis sve to ispadne velik diskont na ovu cijenu
Dakle, BV bi se smanjio za 1/3 tj. sa 1,6M na 1M kunića.
U tom slučaju bi BV bio cca 720 kn, a ATPL pri ovoj cijeni bi se tržio ne po 0,28 BV nego po 0,44 BV.
tako nesto kako god okrenes jeftino ne toliko koliko je bilo ali jeftino
Baltic Dry Index (BDI) -13 577
Da, BDI nastavlja padati… tone ko sjekira…
Zašto brodari vani značajno rastu poslije dugo vremena i zašto će možda već sutra bdi okrenuti?
Chinese iron ore futures rise, some steel mills return to market
Tue Feb 3, 2015 10:13am IST
* Steel mills replenish stocks ahead of New Year holiday * Iron ore stockpiles at Chinese ports fall 1 pct to 98.8 mln T SHANGHAI, Feb 3 (Reuters) – Chinese iron ore futures rebounded on Tuesday and were on course for their second-biggest daily gain this year, with traders saying some steel mills had made a surprising return to the market, sensing that ore prices might be near the bottom.
Some mills had started restocking even though trading is normally quiet ahead of the Lunar New Year holiday, which falls in mid-Feburary. Some expect iron ore could find support at $60 after losing nearly half its value in 2014. Benchmark 62 percent grade iron ore for immediate delivery to China .IO62-CNI=SI fell 0.7 percent to $61.30 a tonne on Monday, its 11th straight drop, according to data compiled by the Steel Index.
But on Tuesday the most active iron ore futures for May delivery on the Dalian Commodity Exchange were up 1.5 percent at 480 yuan ($77) after touching 482 yuan, the highest since Jan. 23.
Chinese steel mills had refrained from buying in recent weeks as a sharp fall in steel prices and sluggish sales had forced many to curtail production, curbing appetite for iron ore.
“Buying interest has picked up since yesterday as some expect further downside room for iron ore to be limited, but due to the weak market fundamentals for steel, restocking will be limited,” said an iron ore trader in Shandong province.
Imported iron ore stockpiles at major Chinese ports SH-TOT-IRONINV fell for the second week in a row last week, down 1 percent at 98.8 million tonnes as of Jan. 30, according to data provider Steelhome. But that was still 6.7 percent higher than the same time last year.
However, there are growing expectations that steel prices could get a lift after the New Year holiday.
“Some traders are hoping the market will improve after the holiday, given current market inventories in a few big cities are about one-third lower than a year ago, mills are still cutting production and demand will pick up from the winter lull,” said a second trader in Shanghai. The most traded May rebar contract on the Shanghai Futures Exchange was down 0.6 percent at 2,482 yuan. The price has fallen 4.3 percent so far this year.
Rebar and iron ore prices at 0406 GMT Contract Last Change Pct Change SHFE REBAR MAY5 2482 -14.00 -0.56 DALIAN IRON ORE DCE DCIO MAY5 480 +7.00 +1.48 SGX IRON ORE FUTURES MAR 62.37 +0.93 +1.51 THE STEEL INDEX 62 PCT INDEX 61.3 -0.40 -0.65 METAL BULLETIN INDEX 62.45 +0.24 +0.39 Dalian iron ore and Shanghai rebar in yuan/tonne Index in dollars/tonne, show close for the previous trading day ($1 = 6.2567 Chinese yuan renminbi) (Reporting by Ruby Lian, David Stanway and Shanghai Newsroom; Editing by Alan Raybould)
ne samo to,već i rast cijene goriva isto tako blagonaklono utječe na rast bdi a,o tome je i kulaš pričao kad je govorio da niska cijena goriva otvara više brodskog prostora..stvoreni su svi preduvjeti za rast bdi a..napokon…Diana Shipping Inc. (DSX) -NYSE Watchlist
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