Ovo što vrijedi za bulkove, za zse vrijedi općenito. Zagrebačka burza, a nije ona glavni krivac, je već odavno burza koja odbija kapital a nikako ga ne može privući.
Bulk needs broader investor base to spur stocks
https://www.tradewindsnews.com/drycargo/1610813/bulk-needs-broader-investor-base-to-spur-stocks
Kaj je s BDI-em danas? Gdje su dežurni izvještavatelji?
BDI +0.7%
Svi su u Rovinju 🙂
https://www.hegnar.no/Nyheter/Boers-finans/2018/10/Pilene-opp-for-Baltic-Dry
Baltic Dry-indeksen er ifølge The Baltic Exchange opp 0,7 prosent til 1,565 poeng, skriver TDN Direkt.
Capesize stiger 2,2 prosent til 18.491 mens Panamax er ned 0,4 prosent til 14.327.
Handysize legger på seg 0,4 prosent til 9.674 mens Supramax er ned 0,7 prosent til 12.890
Ovo što vrijedi za bulkove, za zse vrijedi općenito. Zagrebačka burza, a nije ona glavni krivac, je već odavno burza koja odbija kapital a nikako ga ne može privući.
Bulk needs broader investor base to spur stocks
https://www.tradewindsnews.com/drycargo/1610813/bulk-needs-broader-investor-base-to-spur-stocks
brate ka i uvik obiktivno i u sridu.
to san i ja primitija krinula ka neka euforija priko bare pa stalo i sad se muči ne more gori.
to je problem šta će se sami po sebi rišit ako će bit kako bi mi tili.
gogl zadnja tri kvartala isplačiva dividendu po 10 centi očekivan da će uskori dignut gori.
to je već sadi lipih 4-5 posti godišnje a more to bit i puno više lipo.
da san ima m.udo uzeja bi samo njega ali nisan tija proti pravila.
investitore ne more niki natirat niti ih zaustavit ako oću uložit svoji šoldi u brodari.
prosične vozarine rastu dobri brodari kupuju brodi šta znači da im profiti moru samo gori.
ako će bit kako ja očekivan bdi priko dvi iljade navalit će investitori ka muve prid kišu i to na svi brodari prvo na boje a posli i na lošije.
to vridi sa svit a kod nas je uvik kontra.
bilo bi lipo da se svit ravna po naš brodar iz dubrovnik
triba bit strpljiv
ajmo promatrat
Diana Shipping Inc. (NYSE: DSX), (the “Company”), a global shipping company specializing in the ownership of dry bulk vessels, today announced that, through a separate wholly-owned subsidiary, it has agreed to extend the present time charter contract with Glencore Agriculture B.V., Rotterdam, for one of its Kamsarmax dry bulk vessels, the m/v Astarte. The gross charter rate is US$14,250 per day, minus a 5% commission paid to third parties, for a period of minimum fourteen (14) months to maximum seventeen (17) months. The new charter period commenced yesterday. The m/v Astarte was chartered, as previously announced, at a gross charter rate of US$9,000 per day, minus a 5% commission paid to third parties.
http://globenewswire.com/news-release/2018/10/17/1622749/0/en/Diana-Shipping-Inc-Announces-Direct-Continuation-of-Time-Charter-Contract-for-m-v-Astarte-With-Glencore.html
Razlika je skoro 60%
Diana Shipping Inc. (NYSE: DSX), (the “Company”), a global shipping company specializing in the ownership of dry bulk vessels, today announced that, through a separate wholly-owned subsidiary, it has agreed to extend the present time charter contract with Glencore Agriculture B.V., Rotterdam, for one of its Kamsarmax dry bulk vessels, the m/v Astarte. The gross charter rate is US$14,250 per day, minus a 5% commission paid to third parties, for a period of minimum fourteen (14) months to maximum seventeen (17) months. The new charter period commenced yesterday. The m/v Astarte was chartered, as previously announced, at a gross charter rate of US$9,000 per day, minus a 5% commission paid to third parties.
http://globenewswire.com/news-release/2018/10/17/1622749/0/en/Diana-Shipping-Inc-Announces-Direct-Continuation-of-Time-Charter-Contract-for-m-v-Astarte-With-Glencore.html
Razlika je skoro 60%
brate to su bila druga vrimena kad se to tako ugovaralo i brodar je bija sritan šta je ugovorija da mu brod ne stoji.
tribalo bi to još toliko gori da ne virujem da oće ja bi proda.
ajmo promatrat
Panamax vessel rates surge to 5-year high
..
Peter Lindstrom, head of research for shipowner Torvald Klaveness, said the outlook for freight rates in 2019 was largely positive.
“India and emerging Asian [economies] coal imports will continue to grow,” he said this week at the Coaltrans conference in Barcelona.
He also pointed to the prospect of low fleet growth and a “positive outlook on grains”.
..
Diana Shipping Inc. (NYSE: DSX), (the “Company”), a global shipping company specializing in the ownership of dry bulk vessels, today announced that, through a separate wholly-owned subsidiary, it has agreed to extend the present time charter contract with Glencore Agriculture B.V., Rotterdam, for one of its Kamsarmax dry bulk vessels, the m/v Astarte. The gross charter rate is US$14,250 per day, minus a 5% commission paid to third parties, for a period of minimum fourteen (14) months to maximum seventeen (17) months. The new charter period commenced yesterday. The m/v Astarte was chartered, as previously announced, at a gross charter rate of US$9,000 per day, minus a 5% commission paid to third parties.
http://globenewswire.com/news-release/2018/10/17/1622749/0/en/Diana-Shipping-Inc-Announces-Direct-Continuation-of-Time-Charter-Contract-for-m-v-Astarte-With-Glencore.html
Razlika je skoro 60%
60% razlika u dogovorenoj cijeni, a kolika je tek razlika u čistoj dobiti uz hladni pogon koji je ostao više-manje jednak. Plovimo dalje!
pnmx opet preko 13000
supre skoro na 12000
handy 8000
https://www.hegnar.no/Nyheter/Boers-finans/2018/08/Slik-gaar-det-med-toerrbulk-aksjene10 [hegnar.no]
Dal je netko računao koliko na ovim razinama vozarina Atlantska zarađuje dnevno (na razini cijele flote)? Nemam info koliki im je trenutno break even point po kategoriji brodova.
[/quote]
Tesko ce ti netko tko nije iz same atlantske ovakav podatak dati. To precizno moze samo njihov kontroling izracunati.
pitanje se moze i drugacije forulirati…’koliki je brakeeven atpl za cijelu flotu..po brodu?’
prema FI za Q2-2018 atpl je imala TCE (za cijelu flotu) za prvih 6mjeseci 11.207 USD, a poslovali su pozitivo oko cca 2 mil kn, odnosno cca 300.000 usd
to bi znacilo da su zaradili cca 278 USD/dan sa svakim brodom, odnosno njihov brakeeven bi trebao biti trenutno:
11.207-278=10.929 usd/dan
ako bi npr u Q3 vozarine porasle na prosjecno 12.500 usd/dan tada bi zarada poskocila sa 278 na cca 1.571 usd/dan po brodu
dakle za samo 1.000 usd/dan vece vozarine, dobit bi porasla cca 5x u odnosu na H1-2018
ako neko ima bolju racunicu, ja bi bio zahvalan da objavi
[/quote]
Po ovoj računici, Sveti Vlaho, koji je ugovoren po 15.500$ na 4-6 mjeseci, nek bude 15.100 zbog brokerske provizije, donosio bi dnevnu dobit od 4.200$. Ovisno o trajanju ugovora, između 504.000 i 756.000$. U kunama između 3,2 i 4,8 milijuna.
Capeovi + 2,4% 18.932 $
Bdi +0,7% 1576
Panamax -0,77% 14.217