hvala, i evo kako neki misle da će se ostatak godine razvijati:

https://splash247.com/dry-bulk-heading-towards-sweet-spot-john-michael-radziwill/

Evo jucer je izvjestaj imao Genko shipping i oni su se zaštitili oc virusa na način da su nešto flote fiksirali za 2Q. Evo kakve su vozarine postigli i koliko očekuju:

Based on current fixtures to date, we estimate the following to be our TCE to date for the second quarter of 2020.

• Ultramax and Supramax: $5,584 for 60% of the owned available Q2 2020 days
  
• Handysize: $4,562 for 62% of the owned available Q2 2020 day

Dakle, oni koji vjeruju da ATPL plovi po 10.000 i više se grdo varaju. Još nešto. Kako ovi plove po cijenama oko 5000$, a atpl ne posluje pozitivno ni na 10.000$, šta mislite koliko će ATPL imati pozitivan rezultat u seljdećem kvartalu? Gigic bi to mogao najbolje izračunati

percepcia, 07.05.2020. u 09:40

Dakle, oni koji vjeruju da ATPL plovi po 10.000 i više se grdo varaju. Još nešto. Kako ovi plove po cijenama oko 5000$, a atpl ne posluje pozitivno ni na 10.000$, šta mislite koliko će ATPL imati pozitivan rezultat u seljdećem kvartalu? Gigic bi to mogao najbolje izračunati

nisam znao da su vozarine ovako nisko?? bojim se da će izvješće biti okidač za zakucavanje dionice na 100 kn

Today a bullish pattern is detected.

”China iron ore inventories are now down to a 4-year low. Strong demand from China, low product supply from Brazil (as clearly evident by Capesize spot rates) bode well for iron ore prices that should continue to move higher, in our view, defying consensus..

OMG…

Baltic Dry Index Falls 7.78% to 474 Capesize -20.91% to $3,842 Panamax -1.63% to $4,587 Supramax 58k tons +1.74% to $4,738 Handysize +1.07% to $2,167

Kako to? Šta nije bullish pattern detected?

Parica, 11.05.2020. u 15:19

OMG…

Baltic Dry Index Falls 7.78% to 474 Capesize -20.91% to $3,842 Panamax -1.63% to $4,587 Supramax 58k tons +1.74% to $4,738 Handysize +1.07% to $2,167

 

opet počinju gadni padovi vozarina!

The Baltic Dry index is down 8.7 percent to 433 points, according to The Baltic Exchange on Tuesday.

The largest vessels in the Capesize segment fall dramatically 24.7 percent to $ 2,893. Panamax was down 2.6 percent to $ 4,470, Handysize down 1.2 percent to $ 2,142 and Supramax was up 0.8 percent to $ 4,775.

percepcia, 11.05.2020. u 17:38

Kako to? Šta nije bullish pattern detected?

..izuzetno nizak izvoz željezne rude iz Brazila gura cijene željezne rude sve više: ugovor o željeznoj rudi upravo je postigao jednogodišnji maksimum, uz ograničenu opskrbu (Brazil) i snažnu potražnju (Kina)

“Dry bulk freight rates have fallen to their lowest since 2016 in some markets, as shipowners rush to secure cargoes at any cost…The #Capesize #FFA market is officially in a medically-induced coma. #Panamax and #SMX market are putting up a fight..

Shipments rose in April, unlike in the first quarter, climbing by 5mn t on the year, but little of this reached the spot bulk carrier market as Vale has grown its Valemax — 400,000 deadweight tonne vessels — fleet by enough to account for nearly all of its spot iron ore shipments.

Volumes exported from Brazil may also be sliding again…”

https://www.argusmedia.com/en/news/2104501-dry-bulk-freight-rates-hit-their-lowest-since-2016