Evo točno ko što sam rekao….[proud]

ubili ga [lol] [lol] [lol]

Ovo izgleda još uvijek OI-fovi čiste dionice od Mirovinaca, a da ih valjda još uvijek isti kupuju po nižim cijenama, deal!?

Što vi cijenjeni kolege milite?

jedan kolega kojega jako cijenim je na onom drugom forumu stavio post slijedeceg sadrzaja:

P/NAV ratio of the majority of shipping companies usually exceeds 1, which allows us consider the above-mentioned price as the lowest possible one. The median of Scandinavian shipping companies’ P/NAV indicator is 1.8.

U grubo sam racunao NAV atpl-a (imate isto izracun NAV ULPL (prilicno grubi, ali za orjentaciju dovoljno dobro)), ispada mi 3200. pomnozeno sa 1.5, (umanjio zbog koeficijenta kosova (zatvorili cestu od rudnika pa do jadranskog mora te ATPL trpi teske gubitke ))[wink] vrijedi 4600 – 5000 Kn. po tome ispada da se dijeli na 26yy Kn. 100% zarade za godinu dana + dividendu + jednu od najkvalitetnijih firmi u HR.
To je sve bez novih brodova kojih ce biti slovima i brojkama 9. tri u ovoj godini + 6 novih narudzbi.

Steelmakers Won’t Get Squeezed

By Toby Shute February 22, 2008

Is it just me, or was some of this week’s media coverage of annual iron ore price negotiations really off base?

For some really quick background, iron ore prices are decided in heated private discussions between the big global miners and leading steel firms like POSCO (NYSE: PKX) and Nippon Steel. Huge demand from shipyards, carmakers like Toyota Motor (NYSE: TM), and other Asian industrial concerns has led not only to much higher iron ore prices, but the flying freight rates propelling the likes of DryShips (Nasdaq: DRYS).
Some hasty reports about the initial price settlements directly asserted or merely hinted at the ominous oligopoly power of Vale (NYSE: RIO), BHP Billiton (NYSE: BHP), and Rio Tinto (NYSE: RTP), while casting steelmakers and their customers as the losers of a zero-sum game.

The idea of a steelmaker squeeze really doesn’t fly when you look at the situation from the perspective of POSCO. On its recent investor call, the company noted that its budget factored in about a 30% rise in overall raw materials costs. The budget was crafted in December, at which time price negotiations were in full swing.

Now POSCO has agreed to pay Vale 65% more for Brazilian iron ore, which I assume gets the steelmaker pretty close to its anticipated cost rise. But even if this price hike, which is reported to fall short of the rumored rise, takes costs above budget, POSCO recently noted that it has “ample room” to raise prices. Judging by commentary from leading steel analysts, the Korean firm isn’t alone in this regard.

So forget the monopoly talk. There’s room for more winners in this game. [thumbsup]

amerika, amerika zemlja velika, al’ metar moga sela ko amerika cijela…

Drys !!!

Last Trade: 87.45
Trade Time: 4:00PM ET
Change: 1.80 (2.10%)
Prev Close: 85.65

Nego hoce li onaj novi avion uskoro popuniti flotu, je li ono bilo receno da stize u drugom mjesecu?

Kolega Ricardo uistinu i u potpunosti dijelim Vaš stav i mišljenje, lijepo je vidjeti takav stav, mada sam ja mišljenja između 5.000,00-5.400,00, možda malo preoptimistično, na temelju očekivanih kretanja za period iduća dva do tri mjeseca.

Pozdrav i kolegi ANTI-R-A uistinu me dobro nasmijao i svaka pohvala.

Činjenica je, da ova preslagivanja fondova, ma kojeg predznaka bili, žestoko su se namjerili na ATPL!

st Trade: 87.45
Trade Time: 4:00PM ET
Change: Up 1.80 (2.10%)
Prev Close: 85.65
Open: 87.85
Bid: 87.24 x 9000
Ask: 87.23 x 1400
1y Target Est: 104.60

Day’s Range: 83.55 – 87.90
52wk Range: 17.91 – 131.34
Volume: 4,622,858
Avg Vol (3m): 4,549,670
Market Cap: 3.21B
P/E (ttm): 6.57
EPS (ttm): 13.32
Div & Yield: 0.80 (1.00%)
Chart for DryShips, Inc. (DRYS)
1d 5d 3m 6m 1y 2y 5y

Slazem se Ricardo. Jedini problem s ovim narudzbama jest da ce sada novogradnje biti skuplje. Steta sto Atlantska nije uspijela dogovoriti handye prije povecanja cijene celika. Bit ce zanimljivo pratiti cijene novogradnji i rabljenih brodova ovih mjeseci. Osim sto obje kotiraju na burzama. Doduse razlicitima ali, tko to gleda?

Davids, daj bogati malo nas informiraj o tom Drysu. Zanima me koju flotu imaju, sto je sa TC, koliki im je opex, koliko goriva trose na spotu i opcenito slicnosti sa ATPL.

Iz Intervjua sa prvim covjekom Drys-a:

DryShips currently owns a fleet of 47 bulkers including eight newbuildings on order, making it at present the largest of the US listed dry bulk companies.

The DryShips fleet comprised an average of just over 36 for the fourth quarter of 2007, earning an average daily rate of $67,587 per vessel.

Kompletan clanak:
Vaš link

Inace, mogli bi otvoriti novu temu pod nazivom Drys, jer tu se ionako pola postova pise o Drys-u,
da ne spominjem i postove sa k/p Drys-a.[lol]