ŠPANCIR, gledam ovu tvoju tablicu i po njoj ja onako zdravo seljački mislim da bi 1Q 2008 dobit trebala biti veća barem 50% u odnosu na 1Q 2007!!!
pa se pitam zašto ekipa prodaje!!!![huh][huh][huh]
Malo pregleda igre da odvrati pažnju od današnjeg pokolja marginaša….
Sector Snap: Drybulk Shippers Sail
Tuesday, 08 April 2008
Shares of drybulk shippers leaped Monday, as a key shipping index rose and news of a coking coal contract spurred investors.
Dahlman Rose analyst Omar Notka said South Korea-based Pohang Iron and Steel Co., one of the world’s largest steel producers, on Monday signed a coking coal agreement with Australian suppliers at prices more than double last year. And although iron ore negotiations remain “contentious,” Notka said, strengthening steel prices should continue to boost drybulk vessel prices in the near future, and in turn, the sector’s stocks.
The Baltic Dry Index, which is managed by the Baltic Exchange in London and measures drybulk shipping rates on 40 routes across the world, rose 4 points Monday to reach 7,741.
In midday trading, Eagle Bulk Shipping Inc. rose $1.07, or 4 percent, to $27.53.
DryShips Inc. jumped $4.59, or 7 percent, to $70.26, and Diana Shipping Inc. added 78 cents, or 2.9 percent, to $27.77.
Navios Maritime Holdings Inc. gained 34 cents, or 3.3 percent, to $10.39, while Genco Shipping & Trading Ltd. surged $2.24, or 3.9 percent, to $59.91.
Excel Maritime Carriers Ltd. leaped $2.27, or 7.9 percent, to $31.11, and Quintana Maritime Ltd. rose 79 cents, or 3.4 percent, to $24.29.
Euroseas Ltd. added 28 cents, or 2.1 percent, to $13.71.
fearnleys weekly repprt 02.04.2008.
weberseas 04.04.2008.
Shipbuilding Super-Cycle – Will The Wheels Fall Off?
Iron Ore’s Indian Summer?
Što nitko nije primijetio da je LPLH u pozitivnoj blokadi? Možda je netko saznao o GFI što drugi ne znaju [tongue]
China and India driving world metal demand
China power firms face 250-300 mln T coal shortages
TANKERS:
Crude
The VLCC market took what can only be described as a massive dive in both the East
and the West. Consequently, the few inquiries placed in the market were swamped with
offers from eager owners; it’s not that often that we see a short voyage MEG/Rsea
attracting ten offers! In the meantime, present levels are probably close to the
bottom of this cycle, and with rates so low, interest is building. In the Atlantic
the decline in Suezmax activity and rates forced VLCCs to accept a correction, but
the…
Product
The market east of Suez continued to be quiet as it has been for some weeks now. MRs
trading Spore/Japan saw little action and rates softened to ws 180 basis 30,000 m/t.
LR1s on the MEG/Japan route managed to maintain rate levels at the ws 165-170 level
basis 55,000 m/t whilst LR2s on the same route experienced a 10 ws point increase to
ws 140 basis 75,000 m/t. Trade MEG/UKC was dull with rates basis 65,000 m/t reported
at usd 1.9 million down usd 100,000 from last week. It would not surprise us…
Read more here:
http://www.fearnresearch.com/index.gan?id=190&weekly=1&weeklysection=1
DRY BULK:
Handy
It was a quiet week. Everywhere the rates became flat. The average index dropped but
only by usd 500. The East is still weaker by comparison to the western hemisphere and
only India to China paid good money in the mid 60�s. Mv Fantasy Star is allegedly
done at even usd 72,000. On the way back Owners had to accept the rates almost usd
20,000 lower. Gem of Madras is said to be fixed at a modest usd …
Panamax
Panamax has been fairly stable this week with a slight increase at the end of the
week. The Baltic index was close to same levels as last week, with the average of the
4 tc routes at usd 62,180. The strike in Argentina ended this week and several
postponed grain cargoes need to be shipped to F.East, which boosted the spot market.
LME types in ballast were able to fetch usd 80,000 for the trip, whi…
Capesize
The Cape market was stable last weeks with only small gyrations. The spot tc average
rate has been hovering around usd 130,000. In retrospect early January 08 the tc
average was usd 150,000 and in end January usd 80,000!! Relatively few spot fixtures
were concluded and there were minor rate changes: front haul usd 182,000 lvl for
standard 172′ and usd 130,000 lvl for Australia rv. Brazil/China ste…
Read more here:
http://www.fearnresearch.com/index.gan?id=190&weekly=1&weeklysection=2
GAS:
April is showing a decent flow of spot FOB tonnes, but VLGC chartering activity has
been somewhat muted this week. The vessels available in the MEG during the second
half of April are controlled by owners determined to keep the market disciplined. We
therefore expect the freight rates in the short term to improve. One vessel trading
spot in the Atl…
Read more here:
http://www.fearnresearch.com/index.gan?id=190&weekly=1&weeklysection=3
NEWBUILDING:
Tankers are back in fashion, completely dominating this weeks contracting activity. A
total of 11 crude carriers, respectively eight VLCCs, two Suezmaxes, and three
Aframaxes show a different picture than what we have witnessed over the past six
months. Turkish shipowner Geden Lines increased its Aframax orderbook at Samsung by
three vessels to a t…
Read more here:
http://www.fearnresearch.com/index.gan?id=190&weekly=1&weeklysection=4
Nippon Steel, BHP Agree on Tripling of Coal Price
Thursday, 10 April 2008
Nippon Steel Corp., the world’s second-biggest maker of the alloy, agreed to pay BHP Billiton Ltd. and Mitsubishi Corp. three times more for coking coal this year. Japan’s largest mill will pay $300 a metric ton for the year started April 1, up from $98 a ton in the year just ended, Hiroshi Nakashima, a spokesman for the Tokyo-based company, said today by telephone. BHP confirmed that contract settlement prices would more than triple this year. The jump in prices for the steelmaking material will add about 3 trillion yen ($29 billion) to costs for Japan’s blast furnace mills, Nakashima said. Nippon Steel and its biggest domestic rivals have said profit probably fell in the year ended March 31 because of soaring prices for iron ore and coking coal.
The agreement between Nippon Steel and the BHP Billiton Mitsubishi Alliance, the world’s largest coking-coal exporter, comes after Posco, Asia’s third-biggest steelmaker, agreed to pay three times as much for its coking coal. Atsushi Yamaguchi, a Tokyo-based analyst at UBS AG, on April 7 said an increase in coking coal to about $300 a ton was “inevitable.”
JFE Holdings Inc., Japan’s second-largest steelmaker also said today it would pay $300 a ton this year for coking coal.
Pohang, South Korea-based Posco said April 7 it would pay Australian suppliers between 205 percent and 215 percent more for some of its coal for the year started April 1. The company declined to name the Australian suppliers.