P/S TTM za ovu dionicu je 2,79.

Ma, mozgam ja nesta gdje bi se dalo zaraditi lovu…..

U proslom interviewu je direktor DA rekao nesta tipa da planira otvoriti radionicu za servis zrakoplova u Dubrovniku na Cilipima. Ako uzmemo u obzir da je isto negdje objavljeno da DA za servis zrakoplova placa po nekoliko m$, mislim da bi to mogao biti izuzetno profitabilan posao. A uz to posao koji ne ovisi o sezoni. Ima ga cijele godine. I svake godine ce ga biti sve vise jer je vise zrakoplova u upotrebi.
Istina da osnivanje jedne takve servisne stanice iziskuje izuzetno velika sredstva i usku specijalizaciju ali rezultati (lova) bi se po mom misljenju mogli vrlo brzo vidjeti.

ricardo, nego reci ti meni gdje bi se našla radna snaga za tu radionicu?

ovo sam nasao na internetu. Idem naci kompletan izvjestaj pa ga stavim ovamo da narod moze citati. Ako treba i prevest cu ga na hrvatski.

According to the Friedman Billings and Ramsey’s analysts who wrote this article on Feb. 25th, world wide power plants need to immediately purchase 150-200 Million Tons of coal in order to replenish their reserves which have fallen to dangerously low levels as a result of the flooding in Australia, the chronic power outages in South Africa and the coldest winter in Southern China in fifty years. These events collided in a near perfect storm to severely disrupt world wide coal mining operations for several months. In addition, this article also forecast that by 2012, the world will require another 1.3 billion tons of coal to be mined and shipped in order to satisfy 1,000 new coal powered plants which are being built to provide the world with an additional 300 gigawatts/annum of power. Since most of this coal will be shipped from Australia, Africa, North America and South America to Asia and Europe, the world will need a heck of a lot more dry bulk cargo ships both in the short run and in the long run. To put this into perspective, to haul another 1.3 billion tons of coal using ships which carry on average 100,000 tons per trip, will require an additional 13,000 dry bulk freighter trips per year. This does not account for other huge freight increases which will also occur from shipping commodities such as iron ore, cement, copper ore, etc.
Additionally Japan importing from the US for coke/coal due to problems in Australia.
The recent resolution of negotiations for the ore prices and subsequent catch up in shipments you have a perfect storm for the dry shippers.

p.s. lik se je krivo izrazio. Treba napuniti 13000 brodova tipa panamax. Ali treba racunati da oni trebaju se puniti i prazniti po 3 dana. znaci voznja od afrike do japana i nazad pa ispadne mnogo dana. Uzmite atlas i racunajte milje i zbrajajte pa podijelite sa brojem brodova i godinom dana pa cete vidjeti koliko brodova treba.

Fazancino, ti si ovim pitanjem pogodio u srz problema nase male drzave. Nema ljudi! U tome je poanta. Oni koji su dobri vec rade. Oni kojima se ne radi uglavnom niti ne rade. Problem nase ekonomije je da nedostaje obrazovanog i strucnog kadra. Ono zbog cega su zapadne zemlje ispred nas je uska specijalizacija. Samo na jedan mali mali dio tehnoloskog procesa i tu su vodeci u svijetu.
Gdje cemo naci kadar da bismo se dalje razvijali.
Kao prvo, ovo su dobro placeni poslovi, trebat ce odrijesiti kesu DA.
Drugo, uvozom radne snage i onih koji zele i znaju, tipa Srbija, Bugarska Rumunjska, Albanija, ali ne treba potcijeniti ni Njemacku i ostale razvijenije zemlje. Razlog, harac u tim zemljama koje jos misle da su u svom zlatnom dobu je prevelik. Birokracija prekomplicirana, ako ne i kompliciranija nego kod nas.
Porez na placu prevelik. Tako da i na to treba racunati.
Obrazovanjem, sto je najdugotrajniji proces ali i najisplativiji.

Gledaj, neki dan sam nasao firmu iz ZG koja ima podruznicu u Njemackoj i koja se bavi bojanjem Airbusovih aviona. Ako su tamo mogli dobiti posao, u takvoj konkurenciji i na takvim poslovima gdje dolazis u kontakt sa prakticki drzavnim tajnama onda sam siguran da mogu dobiti posao na servisu motora i kojecega drugoga.

Merrill Lynch Bullish On BDI – Near Term 2-Mar-08 04:10 pm Short term positive, long term negative. Looks like they are hedging their bets.

http://www.seatradeasia-online.com/News/…

Merrill Lynch has issued a shipping stock forecast for Asia Pacific which is positive on the near term prospects for the dry bulk sector during first half 2008, less so thereafter. The bank also predicts a cyclical recovery in container rates ‘for the next two years even with a weak US economy as supply growth eases.’

Dry bulk industry conditions are expected to remain firm in the months ahead due to re-stocking demand for coal and iron ore in China and the upcoming South American grain season. This should support near-term upside for dry bulk shares. The bank’s buy rated stocks are Pacific Basin, Cosco and STX Pan Ocean.

Further ahead, due to mounting supply side pressures especially from Chinese yards, Merrill Lynch has trimmed its 2008 Baltic Dry Index (BDI) forecast by 4% (to 6689) and 2009 by 2% (to 6509). But the 2010 BDI forecast has been slashed by 24% to 4334 points. However, higher locked-in rates for the dry bulk sector lead it to raise its earnings per share estimates for 2007-09 by 4% for bulk despite trimming BDI forecasts.

On liner the bank’s position is that ‘Europe and Asia will decouple from a potential US recession’ and it predicts ‘the recovery in container rates and margins will persist.’ It recommends Evergreen Marine, Wan Hai and Yang Ming stocks but says it would ‘avoid Hanjin and HMM due to their high US exposure.’ EPS estimates for 2007-9 for the sector overall are lifted 7% due to ‘freight rate increases and slower capacity growth.’

Vale bullish on ‘very sound’ year ahead
No sign of iron ore demand abating
Michelle Wiese Bockmann – Monday 3 March 2008

VALE, the world’s largest iron ore producer, has said that 2008 will see the Brazilian miner smash further production and profit records, as demand from key customers in Asia, Europe and the Middle East shows no sign of abating.

Evo friskih vijesti sa relevantnog mjesta. Glavna znacajka ovog izvjesca vezano za ATPL je porast TC na racun voyage chartera. To je znak da je trziste dugorocno u porastu te se unajmitelji zele zastititi od porasta vozarina fixiranjem brodova u TC. Kako sam nekoliko puta pisao pozitivne rezultate ce mo vidjeti kada to fondovi odluce. Ova situacija ne moze trajati pre dugo jer i fondovi moraju iskazati rast vrijednosti njihovih udjela sta je glavni mamac ulagacima da im povjere njihov novac.

Baltic Indices 03/03/2008 BDI 7878 (+265) BCI 11433 (+690) BPI 7613 (+178) BSI 5020 (-1) BHSI 2355 (+21) Copyright Baltic Exchange Ltd. (2008) BCITCavg $132050(+9174) BPITCavg $61281(+1452) BSITCavg $52493(-7) BHSITCavg $34891(+296)

Baltic Indices 03/03/2008 BDI 7878 (+265) tako kažu vani!!!!!![thumbsup]