gardist: ” Baš me interesira tko će prije na 4000, ATPL, ERNT ili INA?[thumbsup][wink] ” ti to ozbiljno pitaš ili se namjerno grubo šališ na račun ernta i ine? [cool] meni se čini zanimljivije pitanje tko će prije na 4500 – atpl ili crobex. [wink]
Preoptimistični smo, mislim da će na oko 3200 na ATPL krenuti iskrcavanje i unovčavanje te traženje druge prilike sa dobrim rastom, te očekujem malo duže tavorenje oko ove visine.
Evo već postoji capesize brod koji je plaćen po danu od 265 000 dolara, to je rekord najveća vrijednost postignuta je prošle godine od 253 000 kada je BDI bio preko 11 000,
Baltic Exchange Daily Fixture/Index List 13/05/2008
BDI 10354 (UP 134) BCI 15769 (UP 322) BPI 9710 (DOWN 28)
BSI 5998 (UP 114) BHSI 3250 (UP 41)
Last published BDTI 1826 (UP 8) BCTI 1156 (DOWN 3)
TIMECHARTER
‘Cape Trust’ 2006 176925 dwt dely Gijon 28/30 May trip via Brazil redel [color=blue]Far East $265000 daily option [/color]transatlantic round $220000 daily – Cetragpa
‘Jin Tai’ 2004 173880 dwt –
‘Giuseppe Lembo’ 1998 172632 dwt dely Xingang 12 May trip via West Australia redel China $175000 daily – Rio Tinto
‘Pacific Yuan Geng’ 1996 165055 dwt dely Rizhao 20/30 May 12 months trading redel worldwide $130000 daily – Industrial Carriers
‘Kirmar’ 2001 164218 dwt dely Xingang 15/17 May 5/7 months trading redel worldwide $145000 daily – TMT
‘Nord Orion’ 2006 75250 dwt dely Qingdao 17/20 May 4/6 months trading redel worldwide $72000 daily – PCL
‘Isminaki’ 1998 74577 dwt dely Baltic 13/17 May trip redel Continent $112000 daily – BBL –
‘Freia’ 2002 74269 dwt dely Cape Passero 13/15 May trip via Brazil redel Skaw-Cape Passero $95000 daily – ABT
‘Theotokos’ 1984 71242 dwt dely Taiwan 16/21 May trip via Indonesia redel Skaw-Cape Passero $35000 daily – TMT
‘Georgia’ 1982 63308 dwt dely Hamburg 19/22 May 4/6 months trading redel worldwide $67500 daily – Bunge –
‘Pretty Flourish’ 1997 46841 dwt dely Kandla 15/17 May 3/5 months trading redel worldwide approx $56000 daily – cnr
‘Victoria Bulker’ 1997 28700 dwt dely UK 20/24 May trip redel eastern Mediterranean $68500 daily – cnr
‘Global Alliance’ 2004 28436 dwt dely Onsan 15/18 May 4/6 months trading redel worldwide approx $40500 daily – Cargill
‘Hanjin Penang’ 1997 27364 dwt dely Indonesia 16/18 May 4/6 months trading redel worldwide $38500 daily – Korean chrtr
ORE
‘Nord-Energy’ 2004 160000/10 Port Hedland/Qingdao 25/30 May $35.00 fio scale/30000sc – BHP Billiton
MISC
‘Lake Harumi’ 2006 45000/10 Pet Coke Corpus Christi/Genoa end May approx $92.00 fio 15000sc/10000sc – Sidernavi
‘Netsanet’ 1985 14000/5 rock phosphate Aqaba/Mumbai 18/23 May $47.00 fio 6000 fhex/2000 shex – Indian Govt
[color=blue]Potražnja za brodovima je izrazito jaka, dok ponuda je manja, zbog toga skaču cijene vozarina jer nema toliko brodova i nedostaje ponude,
sutra po ffa indeksu BDI ide gore
cijena Capeova se korigirala za 8 posto Panamax 7 posto , Supramax 4,5 posto u plusu po tome BDI bi trebao skočiti jako prosjek povećanja je oko 6,5 posto prema gore po tome bi indeks mogao biti do čak 11 000 bodova ……..[/color]
Ovo uzmite s rezervom,
ali doći će do korekcije BDI indeksa prema gore, rasti će snažno.
Tone: Amazing day with very good liquidity…Capes +8% PMX +7% Smax +4.5%
Pmx: Very Strong…May/June 77250 +4250 q3 73500 +5k
q34 72500 +4750 cal09 55k +2750
Capes: Well bid and pushing…May/Jun 176k +11k q3 154k +12k
q34 153k +12k cal09 110k 11k
Smax: Supported…May/Jun 61500 +2500 q3 58k +2500
q34 58250 +2250 cal09 44250 +2250
Panamax Curve
tc avg: $77927 -238 Bid: ask
May/Jun 77,250 77,250
q34 08 72,375 72,875
q3 08 73,250 73,750
q4 08 71,500 72,000
q1 09 63,500 64,000
q12 09 61,000 62,500
12mos (jan09) 55,000 55,500
12mos (jan10) 38,750 39,500
12mos (jan11) 28,500 29,750
2a $101203 262
May 95,000 96,000
Jun 92,000 94,000
3a: $62630 -495
May 63,000 65,000
Jun 62,000 64,000
FIS Supramax Curve
AVG TC
May-june 61,000 62,000
Q3 08 57,750 58,500
Q4 08 57,000 57,750
Q34 08 57,375 58,125
Q1 09 51,000 51,750
Q12 09 49,500 50,500
Cal 09 44,000 44,500
Cal 10 32,000 32,500
FIS Handy Curve
Q3 08 39,000 39,500
Q4 08 38,500 39,000
Q1 09 35,000 36,000
Q1&2 34,000 35,000
Cal 09 29,250 30,000
Cal 10 20,500 22,000
Cape TC Average
May/June 175,000 177,000
June 167,000 172,000
q3 08 154,000 156,000
q4 08 150,000 152,000
q34 08 152,000 154,000
q1 09 130,000 132,000
cal 09 108,500 109,500
cal 10 72,000 75,000
cal 11 50,000 55,000
C 4 Richards Bay/Rotterdam
May-08 45.50 46.50
June-08 44.00 45.50
Q3-08 41.00 42.00
Q4-08 40.00 41.00
Cal-09 32.00 32.50
Cal 10 25.00 26.00
Cal 11 20.00 21.00
Cal 12 16.75 18.50
Mora da je ovom što prodaje od 2500 velika žurba.
Mora da je ovom što prodaje od 2500 velika žurba.
Ovo je najsofisticiranija recenica od kad pratim forum[proud]
Da nebi bilo zabune, meni odgovara rast ATPL-a[wink]
gorgija: ” gardist: ” Baš me interesira tko će prije na 4000, ATPL, ERNT ili INA?[thumbsup][wink] ” ti to ozbiljno pitaš ili se namjerno grubo šališ na račun ernta i ine? [cool] meni se čini zanimljivije pitanje tko će prije na 4500 – atpl ili crobex. [wink] ” Preoptimistični smo, mislim da će na oko 3200 na ATPL krenuti iskrcavanje i unovčavanje te traženje druge prilike sa dobrim rastom, te očekujem malo duže tavorenje oko ove visine.
lako moguće. a moguće i da ne.
moj target na ATPL ionako neće biti dosegnut u ovoj godini pa sam relaxed oko svega što se sada događa.
a i drugima bih preporučio da trejdaju s drugim dionicama.
ali sam prilično siguran da će atlantska do kraja godine prestići crobex. evo za početak do solsticija prestižemo croemi [cool]
što manje pratim to ljepše raste! [smiley]
taj jedan je pun ko brod [shocked]
Vidi li tko tehničku prepreku na putu 3000-3650.
[color=blue]Potražnja za brodovima je izrazito jaka, dok ponuda je manja, zbog toga skaču cijene vozarina jer nema toliko brodova i nedostaje ponude,
sutra po ffa indeksu BDI ide gore
cijena Capeova se korigirala za 8 posto Panamax 7 posto , Supramax 4,5 posto u plusu po tome BDI bi trebao skočiti jako prosjek povećanja je oko 6,5 posto prema gore po tome bi indeks mogao biti do čak 11 000 bodova ……..
Ovo uzmite s rezervom,
ali doći će do korekcije BDI indeksa prema gore, rasti će snažno[/color]
Tone: Amazing day with very good liquidity…Capes +8% PMX +7% Smax +4.5%
Pmx: Very Strong…May/June 77250 +4250 q3 73500 +5k
q34 72500 +4750 cal09 55k +2750
Capes: Well bid and pushing…May/Jun 176k +11k q3 154k +12k
q34 153k +12k cal09 110k 11k
Smax: Supported…May/Jun 61500 +2500 q3 58k +2500
q34 58250 +2250 cal09 44250 +2250
Panamax Curve
tc avg: $77927 -238 Bid: ask
May/Jun 77,250 77,250
q34 08 72,375 72,875
q3 08 73,250 73,750
q4 08 71,500 72,000
q1 09 63,500 64,000
q12 09 61,000 62,500
12mos (jan09) 55,000 55,500
12mos (jan10) 38,750 39,500
12mos (jan11) 28,500 29,750
2a $101203 262
May 95,000 96,000
Jun 92,000 94,000
3a: $62630 -495
May 63,000 65,000
Jun 62,000 64,000
FIS Supramax Curve
AVG TC
May-june 61,000 62,000
Q3 08 57,750 58,500
Q4 08 57,000 57,750
Q34 08 57,375 58,125
Q1 09 51,000 51,750
Q12 09 49,500 50,500
Cal 09 44,000 44,500
Cal 10 32,000 32,500
FIS Handy Curve
Q3 08 39,000 39,500
Q4 08 38,500 39,000
Q1 09 35,000 36,000
Q1&2 34,000 35,000
Cal 09 29,250 30,000
Cal 10 20,500 22,000
Cape TC Average
May/June 175,000 177,000
June 167,000 172,000
q3 08 154,000 156,000
q4 08 150,000 152,000
q34 08 152,000 154,000
q1 09 130,000 132,000
cal 09 108,500 109,500
cal 10 72,000 75,000
cal 11 50,000 55,000
C 4 Richards Bay/Rotterdam
May-08 45.50 46.50
June-08 44.00 45.50
Q3-08 41.00 42.00
Q4-08 40.00 41.00
Cal-09 32.00 32.50
Cal 10 25.00 26.00
Cal 11 20.00 21.00
Cal 12 16.75 18.50
Mattyas: ” taj jedan je pun ko brod [shocked] ” Znam ali je dobro ispražnjen
slazem se [thumbsup]
Ne vidim nish iznad 3000 sta nam moze stati na put, pa mi je bilo interesantno kolko lik prodaje.
Ne zelim bit dosadan sa dryships: al ugodno je za vidit kak se trguje na Year’s Target
Cini mi se da ce da moze probit 100ku bez problema.