ma di je prisa. ja bi volija vidit trostruko dno kao jedan stres test.
Mene samo zanima kakav je trend?
[color=#175189]Ova poruka je premještena iz teme: ATPL (Atlantska plovidba d.d.)[/color]
http://www.dryships.com/pages/report.php
10th February 2017
Baltic Dry Index (BDI) -5 702
Panamax index u plusu
Supramax index u plusu
Panamax i supramax i dalje u plusu.Ocekujem jaci skok ova dva indexa u narednom periodu.
[color=#175189]Ova poruka je premještena iz teme: ATPL (Atlantska plovidba d.d.)[/color]
Zgodan članak o sezonskom kretanju vozarina:
http://www.kitco.com/commentaries/2016-12-21/The-14-Year-Record-of-the-Baltic-Dry-Index.html
Now let’s explore some factors that can account for the well-defined seasonal trends in the Baltic Dry Index:
•The early January to early February fall is attributable to wintertime shuttering of some mine operations and ports and the Chinese New Year when that country shuts down for about two weeks.
•A rally occurs over the next month as economic activity in China resumes.
•The mid-April to early May rise in BDI is likely caused by building of inventories in copper, timber, steel, and cement in anticipation of peak Northern Hemisphere construction season.
•In addition, bunker fuel is costlier in the spring when crude oil prices generally rise as American refineries ramp up for summer driving season.
•BDI is flat during the summer months while construction activity uses stockpiled materials.
•Rates tend to rise from mid-September to late October when grain harvests are shipped and customers re-stock commodities (especially steel-making materials and thermal coal) in advance of the Northern Hemisphere winter.
•A lull then occurs before rates generally move upward again from mid-November thru early December when China imports more iron ore from Australia and Brazil in advance of their wet seasons.
•Freight rates drop as economic activity winds down in North America and Europe in mid- December.
http://stockcharts.com/public/1269446/tenpp/13
ispod BABE
Gotovo je …i tehnički je pad odrađen…iako ne trgujem pomoću TA kao mnogi…this is the end of downtrend
Kako Capeovi lipo potežu, danas u plusu preko 20 posto
Vijest od jučer koja naznačuje kakava su očekivanja od BDI-a u budučnosti.
Diana Shipping finds work for capesize
New York-listed owner nets new charter from SwissMarine amid signs of market improvement.
February 16th, 2017 15:19 GMT
by Andy Pierce
Published in Dry cargo
Diana Shipping has penned fresh charter coverage for one of its capesize bulkers.
New York-listed Diana says SwissMarine, the present charterer of the vessel, has fixed the 177,729-dwt Houston (built 2009) for an extra 13 to 15 months.
The first 15 days of the charter are priced at $5,150 per day and
the balance of the contract will run at $10,000 per day. ( na spotu capovi trenutno 5247 USD )
Diana told investors the contract would generate revenue of at least $3.68m.
The deal has been signed at a time when capesize rates have been falling, with Axia Capital pointing to flooding and heavy rain in north west Australia limiting iron ore shipments.
Today, however, saw some improvement in the market, which Clarksons Platou Securities attributed to increased transatlantic activity helping lift sentiment.
Clarksons Platou Securities also noted a firming in FFA levels today, with March 2017 paper up $350 to around $6,300 per day and 2Q17 contracts hovering around $7,800 day per day.
Earlier this week Diana Shipping reported a fourth quarter loss of $24.7m, taking its 2016 loss to $170m – a fourth successive year in the red.
Its adjusted loss per share for the quarter of $0.31 was eight cents better than Wall Street had projected for the period.
Despite the unprofitable sequence, Diana Shipping finished 2016 with $98.1m in cash and assets of $1.7bn.
Greg Lewis of Credit-Suisse said: “Diana Shipping’s balance sheet remains one of the industry’s best, but under a scenario where cape/panamax spot rates stay at cash breakeven levels (their average quarter to date), we estimate Diana has a cash runway until second quarter 2018 before additional capital will be required.”
lp