Probajmo ovako:
…..”Tata Power of India will invest to $500 mil. to buy 4-5 bulk carriers at up to $100 mil each to carry coal from Indonesia to India…Public companies are actively expanding their fleet with Genco and Genmar leading the way by spending close to $400 mil this week to acquire 5 ships……OceanFreight filed a shelf listing of $200 mil and Teekay Offshore Partners will raise another $750 mil for paying off debt or to make acquisitions….Wah Kwong is reported to be moving forward on plans to raise $200-300 mil with an IPO in Hong Kong….”
Techman: ” Ententinis oni pricaju o tankerima. [sad] ” Jer su tankeri “breaking news”, ali kljucna recenica kaze “… with the large majority of orders revolving around bulk carriers.” Samo, zasto je to dobro? Samo povecava ponudu prostora…
Jer radi se o vremenu od 2011-2012. Ako smatraš da ti će se isplatiti onda vršiš narudžbe, eto zato je bitno što znači da bi uslijedio nastavak super cycle-a i da ne bi bilo padova u vozarinama…….
Eto to bi značilo to i onda bi cijena ATPL bila jako podcijenjena………
Pozdrav
Techman: ” Ententinis oni pricaju o tankerima. [sad] ” Jer su tankeri “breaking news”, ali kljucna recenica kaze “… with the large majority of orders revolving around bulk carriers.” Samo, zasto je to dobro? Samo povecava ponudu prostora…
Povećava , ali iza 2011 ili 2012. – a ne vjerujem da su baš svi tako nepromišljeni da ulupaju tolike novce ako misle da će se tržište urušiti……
Samo, zasto je to dobro? Samo povecava ponudu prostora…
Pricao sam pricu o kupovini mini bulkera 2002 godine u Grckoj. Banka je savjetovala grka da proda mali brod i kupi handy sta je ovaj i ucinio, To mu je bio zadnji mali brod. Mi smo kupili bulkera od 5000 tona za 1200000 USD eksploatirali ga 4 godine, otplatili 80% kredita i prodali ga za 2450000. Grci su znali sta slijedi za razliku od nas. Nas sljedeci projekt bio je panamax 15 godina star. Mogli smo ga kupiti za 6500000 USD. Projekt nije realiziran. Tri godine kasnije vrijednost istog broda se popela na preko 20 milja. Da ga je bilo kupit, vezat i prodat nakon 2-3 godine puna saka brade. Grcima se takve stvari ne desavaju. Zato cijeli pomorski svjet prati i analizira njihove poteze pa me eventualni visak brodskog prostora izazvan sirenjem grcke flote ne zabrinjava
Shipbuilding Torpedoed by Subprime Leads to Freight Cost Surge
Povećava se broj onih koji ne mogu financirati izgradnju brodova jer cijene se sve veće, razlog je kriza s kreditima u SAD-u ali i u Kini zbog brodogradilišta.
Evo i kažu da će vozarine biti još veće jer
Cancellations would certainly be bullish for rates because the ships won’t be there,”
Jer brodova neće biti da zadovolji potažnju..
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aL7WMVICQ_pY
Sve logično, dakle očekuje se zabrana single hull tankera, koji su 35% flote, pa grade nove tankere. E sad da li će single hull tankere prenamjenjivati u builkere …. vjerojatno
Inace imam i ATPL i TNPL, ATPL imam više od TNPL
Baltic Indices 12/05/2008 BDI 10220 (-17)
BCI 15447 (-90) BPI 9738 (-64) BSI 5884 (+36) BHSI 3209 (+61) Copyright Baltic Exchange Ltd. (2008) BCITCavg $184950(-1443) BPITCavg $78165(-528) BSITCavg $61524(+377) BHSITCavg $46612(+926)
Ma, kuzim ja pricu. Jasno je da je ovo rezultat
a) otkazivanja novogradnji (krediti + celik) i
b) procjena buduce potraznje.
Samo sam htio reci da iako to s jedne strane signalizira da Grci misle da ce potreznja stabilno rasti 2010+ s druge strane takoder (srednjerocno) vodi smanjenju ovih rekordnih vozarina zbog povecanja ponude.
Baltic Indices 12/05/2008 BDI 10220 (-17) BCI 15447 (-90) BPI 9738 (-64) BSI 5884 (+36) BHSI 3209 (+61) Copyright Baltic Exchange Ltd. (2008) BCITCavg $184950(-1443) BPITCavg $78165(-528) BSITCavg $61524(+377) BHSITCavg $46612(+926)
[color=blue]Hvala[/color]
[color=blue]Sophocles Zoullas, chief executive of New York-based Eagle Bulk Shipping Inc., toured shipyards in China and South Korea in late April, and said he has heard of 100 cancellations this year, enough ships to carry as much as 18 million tons of coal at a time.” [/color]
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aL7WMVICQ_pY
caccone: ” Baltic Indices 12/05/2008 BDI 10220 (-17) BCI 15447 (-90) BPI 9738 (-64) BSI 5884 (+36) BHSI 3209 (+61) Copyright Baltic Exchange Ltd. (2008) BCITCavg $184950(-1443) BPITCavg $78165(-528) BSITCavg $61524(+377) BHSITCavg $46612(+926) ” [color=blue]Hvala[/color] [color=blue]Sophocles Zoullas, chief executive of New York-based Eagle Bulk Shipping Inc., toured shipyards in China and South Korea in late April, and said he has heard of 100 cancellations this year, enough ships to carry as much as 18 million tons of coal at a time.” [/color] http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aL7WMVICQ_pY
Ovo je naljepsi clanak koji sam dosad procitao. A evo i jos jednog…http://in.reuters.com/article/businessNews/idINIndia-32490920080314
Jer Kina je veeeeelika. I prepuna zajeba!
Pazi: oni se skupe na obali muljave rijeke, sekretar partije dobije zeleno svjetlo da “otvori” brodogradiliste a blesavi i pohlepni…. (necu navest koji) vlasnici se sjate ko muve oko govna jer je jeftino. Napune order book skvera koji ne postoji!! Onda onaj korumpirani sekretar partije skupi 4-6 hiljada Kineza i oni pocnu “radit” brod… Nakon par mjeseci shvate da je to poprilicno zahebano i komplicirano pa se skupe i odu kao da se nista nije dogodilo! Ostave navoz, par dizalica i to tako stoji…. Igrala se djeca.
A sad su ih i banke procitale!
Other reasons behind the bottlenecks in ship construction are delays in getting parts and financing for new shipyards. Zoullas, for instance, said there is more than a four-year wait for main engines, two years for diesel generators and 2 1/2 years for hatch covers. Chinese shipyards not yet in operation are scheduled to build as many as one-fifth of the current orders for ships, says Boyden, the Cantor Fitzgerald analyst.
“There are a lot of new yards that are coming online, but can they get the financing?” she said. “If not, those orders can go away. That would be very good for rates, too.”
Uberite key words: …NOT YET IN OPERATION… [lol] [lol] [lol]
Records tumble as capesizes go for quarter of a million a day
Hong Kong: Strong demand in the Atlantic from South America and the US is pushing spot prices to new highs likely to crack November’s record $253,000 a day.
[color=blue]Ships were fixed yesterday for around $250,000 a day and prices are likely to remain stratospheric for the coming couple of weeks as tonnage remains stretched in the Atlantic and farmer blockades in Argentina lay up panamaxes.[/color] [9/5/08]
http://www.seatradeasia-online.com/News/2603.html
250 000 dolara za capesize brod po danu a ako rastu vozarine za capesize rasti će i za manje ………
Pozdrav
250 K$ pd za capesize lansira prosjek spot vozarina panamaxa iznad 100 K$ pd.