a morebit da ni slučajno šta je vako stanje u ovi sektor i da tribaju promine i više zdravog razuma i logike i pameti.

Rallying call to fix shipping’s gender imbalance

Vidjet ćemo kud će sada sa sojom. To nije namirnica koja može vječno trajati. Trump donosi zakone u suprotnosti s gospodarskim zakonitostima koje su na duže staze ipak jače. Ali je isto tako u stanju preko noći promijeniti mišljenje kao što je bio slučaj s S Korejom.
http://hr.seebiz.eu/rekordna-zetva-soje-u-sad-u/ar-184406/

Cape -15,3% = 11.250$
Brutalno rone Capeovi…

Možda to i nije nužno loše za ostale klase brodova. Brutalnim padom Capeova najviše će stradati brodari koji ih i imaju u svojoj floti…

marcipan

brate to se traži.
m.udo za napisat svoju procinu.
jeli moreš precizirat to vrlo brzo?
jeli si mislija prije ili posli peaka?
ako moreš u par redi napisat ali konkretno šta te navelo na tu procinu.
da provirimo jer si do sadi dosta falija a more bit da si u pravu.
https://finance.yahoo.com/news/ahoy-upside-ahead-b-riley-183145727.html
https://finance.yahoo.com/news/options-market-predicting-spike-golden-135801155.html

[/quote]

eto…prošlo je mjesec dana…a sad ide tamo prema 1000….peak je bio na razinama od 1700 za ovu kalendarsku godinu…
što će biti iduću…o tome ćemo onda…
[/quote]

More recently, we have a seen a pullback in the Capesize market after trading in the $17,000 to $20,000 range for much over the last 2 months. We believe this recent pull back is attributable to the combination of 2 key factors: a train derailment within the supply chain of major Australian miner BHP Billiton impacting iron ore transportation to its export terminals as well as an increased [potash count] in the Atlantic market, which has absorbed a portion of the incremental iron ore that Vale is producing. Important to note is that Vale has reiterated its 2018 production guidance of 390 million tons, which implies a record 106 million tons of iron ore to be produced during the October to December period. The company also anticipates an additional 10 million tons of iron ore to be produced next year while Anglo American’s Minas Rio mine is scheduled to come back online shortly, which would add another 15 million tons of high quality iron ore to the market in 2019.
https://finance.yahoo.com/news/edited-transcript-gnk-earnings-conference-223731466.html

prika majatonac a jesi ga mudro napisa:D
drugi će propadat a atlanska će procvitat???
😀
jeli nisi ništa naučija na 700?
pročitaj šta si pisa a morem ti i ja izvadit šta san ti pisa a bilo ti puno smišno.

Drvo željezo…što ti je više smiješno trenutno, vjeruj da ću te ja smijehom nadmašiti na kraju balade….
Na kraju se mrtvi broje…

majatonac pa ja bi to i tija.
da ste svi puno bogati više od mene.
ako vami krine i meni će krinit ali ja bi reka da nismo mi te sriće ovaj put.
brodi se naručivadu priko mire a ima ih previše za 100 mdwt i sadi je svaki novi brod puno previše i ruši cinu vozarin.
imaš ti kaki orderbook za zalipit a da ni za pristrašit se??

https://finance.yahoo.com/news/edited-transcript-gnk-earnings-conference-223731466.html

strong global growth in steel production has [perked] demand for key drybulk commodities worldwide. In particular, steel output in both China and India through the first 9 months of 2018 has risen by over 6% as the latter appears poised to overtake Japan as the world’s second largest steel producer. Additionally, the global coal trade has also been strong in the year to-date. China’s coal imports have risen by over 10% through September year-over-year primarily led by thermal coal shipments. With regard to India, increased coal demand has depleted coal power plant stockpiles while Coal India continues to miss production targets.

Ako meni krene, krenut će i tebi…hmmm. Ne bih rekao. Em, nismo u istim brodarima, em mislim da ćeš ti uteć iz brodara taman kad to ne bi trebalo činiti. Iz straha…previše ti drhtiš vidim ja…takvi nikad ozbiljno ne zarade….takvi su ili pušing ili u najboljem slučaju pokupe kakve mrvice…

neće orkeštar zalipit orderbook pa neće nebi ga natira za tri brodi šoldi
😀
a moga san odmorit misec dani od pisanja ovdi.
još vridi ako zalipu precizniji broji za orderbook

https://finance.yahoo.com/news/edited-transcript-gnk-earnings-conference-223731466.html

we outline current supply side fundamentals. In terms of vessel supply, net fleet growth in the year-to-date is 2.5%. Newbuilding deliveries are down by [34%] year-over-year through the first 9 months of 2018, while scrapping has been the slowest since 2007 given improved market conditions. We continue to believe that newbuilding deliveries will slow into year-end as vessels slip into the next build year. The order book as a percentage of the fleet is approximately 10%, which compares to 7% of the current on the water dry bulk fleet that is greater than or equal to 20 years old. As a result, potential scrapping of this older tonnage could help to offset much of the scheduled order book keeping net fleet growth at the current low levels. We also point out that it remains to be seen how much of the order book will actually deliver considering that the slippage rate this year is running at [over 20%]

brodi vozu 25 godin a orderbook 10% to bi bilo puno previše nego šta triba.
i to sve kadi već ima brodi priko mire.
scrap je mrtav.
piše ovdi gori da su prodali par brodi 1990??
znači neki je kupija 28 godin stari brod da uloži u njizi šoldi pa do kadi ih misli vozit???
newbilding za koji nima apsolutno nikakve potribe će sahranit ovi sektor jer scrap ne more više ništa učinit ima puno novi brodi
demand raste ka l.ud i to ne more pomoć za veće vozarin?
a šta će bit ako demand uspori ili stane?
još neko vrime brodari moru prikaživat boji rezultati dok se ne rišidu stari ugovori a posli sa vaki vozarin ide to sve doli.
u 4q će prosične spot vozarin biti niže nego u 3q i 4q prošle godin.
zarada brodara će bit veća a doći će i ove spot vozarin na naplatu za koji kvartal.

majatonac napisa san gori da ću pobić prvom prilikom.
morebit da ću nešto propustit a ako puno naraste stavit ću šoldi na short.
srićom da ovdi nima shorta
😀