Uspoređujem malo činjenice i psihologiju ulagača u brodarske dionice pa dolazim do zaključka da je masa ulagača u dionicama bez neke čvrste osnove.
Htio bih samo komentirati, da je psihologija jaaaaaaako bitna kod ulaganja. Isto tako što se ti čudiš što ljudi ulažu u brodare a da ne znaju osnovne stvari oko brodova, ja se čudim što ti uopće ulažeš u dionice ako ne shvaćaš moć i snagu psihologije (naročito krda).
Ovi o kojima govoriš na ATPL su kratkoročni ulagači, zadovoljni s 10%, a 30% je za njih svemir. Ako si dugo u dionici, i ako još dugo planiraš, onda te oni ne trebaju zabrinjavati. Tu su fondovi da takve ošišaju, pa će onda doći stvari na svoje mjesto. Kao što si napisao strpljen – spašen.
January 07, 2008 09:53 AM
Atlantic Handies offer impressive rumours like that of a 1983-built, 37,000dwt vessel booked with delivery passing Gibraltar for a trans-Atlantic round voyage and redelivery Black Sea at US$48,500 daily. -bmti.de
Grain Harvester (76,265 dwt, 14L(A), 2004-built) delivery Praia Mole 20-22 Jan, redelivery Malaysia, $83,000 daily plus $1,300,000 ballast bonus.
Yasa Unity (75,500 dwt, 14L(A), 2006-built) delivery Kinuura 17-20 Jan, redelivery worldwide, $75,000 daily.
F. D. Cris De Angelis (74,408 dwt, 14L(A), 2007-built) delivery Kaohsiung 19-20 Jan, redelivery worldwide, 65 days, $65,000 daily.
Endless (73,427 dwt, 14/34L 15/34B, 1999-built) delivery Oita 13-15 Jan, redelivery worldwide, 4 months, $72,500 daily.
Full Sources (69,573 dwt, 13.5/30L, 1994-built) delivery Tampa 22-24 Jan, redelivery India, $77,500 daily plus $1,300,000 ballast bonus.
Bi Kan (52,068 dwt, 14.5/30.5L, 2001-built) delivery Xingang 14-16 Jan, redelivery worldwide, 3-5 months, $60,000 daily.
Jin Yao (52,050 dwt, 14.7L(A), 2004-built) delivery Far East 1 Feb-30 Apr, redelivery worldwide, 8-11 months, $58,500 daily.
Navios Vector (50,296 dwt, 14/28.5L 14.5/28.5B, 2002-built) delivery Tema 30 Dec, redelivery Malaysia, $74,500 daily.
Seven Seas (24,290 dwt, 15.50/20.20, 1996-built) delivery Singapore 10-15 Jan, redelivery Spore/Jpn Rge, $32,000 daily.
Handy-ji i dalje vrlo pristojne vozarine , Panamaxi se popravljaju (potvrda rasta BPI-ja).
Efi Theo (45,423 dwt, 14.5/29L 14.5/275B, 1997-built) delivery Lagos 18-20 Jan, redelivery worldwide, 5 months, $64,500 daily.
Elise D (42,628 dwt, 13/21L, 1985-built) delivery Bremen 13-15 Jan, redelivery Turkey, $60,000 daily.
Eastern Star (28,437 dwt, 13.9L(A), 1997-built) delivery Dunkirk 15-20 Jan, redelivery Turkey, $50,000 daily.
Chalothorn Naree (27,079 dwt, 13.3/20L 13.8/20B, 1996-built) delivery Casablanca spot, redelivery Med, $40,500 daily.
BPI i BSI praktično bez promjene.
Međutim , iz gore navedenog vidljivo je da za handy-je nema zime.
Efi Theo (45,423 dwt, 14.5/29L 14.5/275B, 1997-built) delivery Lagos 18-20 Jan, redelivery worldwide, 5 months, $64,500 daily.
Elise D (42,628 dwt, 13/21L, 1985-built) delivery Bremen 13-15 Jan, redelivery Turkey, $60,000 daily.
Eastern Star (28,437 dwt, 13.9L(A), 1997-built) delivery Dunkirk 15-20 Jan, redelivery Turkey, $50,000 daily.
Chalothorn Naree (27,079 dwt, 13.3/20L 13.8/20B, 1996-built) delivery Casablanca spot, redelivery Med, $40,500 daily.
BPI i BSI praktično bez promjene.
Međutim , iz gore navedenog vidljivo je da za handy-je nema zime.
Handy= JDPL[thumbsup]
09 January 2008
Baltic Dry Index (BDI) -109 8621
Spot Rates
BCI(Cape index) BPI(Panamax index) BSI(Supramax index)
12400-310 8109 -33 5561 -22
Pa sunac mu poljubim, gdje su sada svi koji su govorili da će to rasti sljedeće 2 godine jer Kinezi uvoze tone ugljena. Pa nije valjda da su se nabrzinu prešaltali na obnovljive izvore energije.
Nestalo im ugljena za pisanje.
Velika nestašica. Kinezi sve pokupovali…