Sad imamo podatke za grubo odrediti NAV za ATPL , JDPL , ULPL.
Sve naravno treba uzeti sa zrnom soli.
Jer , bez obzira na realnu brojku JDPL je vjerojatno jedini bulk brodar na svijetu koji je imao lošiji 1Q 2008.od 4Q 2007.Zbog takvih se uprava neke kompanije trže na 1,5 NAV-a , a druge na 0,5
štivo:
još malo štiva:
Sutra će opet BDI dobro narasti
Dry bulk market set to hit new high
Da se ne koncentriramo samo na monstruozne cifre koje na spotu dobivaju capesizeovi evo nekoliko zaključaka koji me danas čine veselim:
"Cyclades" , 75681/00 dely Cape Passero 14/16 June 2 years trading …..US$70,000 (ah Zagreb , ah Pracat.!…)
"Triton Seagull", 56058/07 dely…13/15 May 4-6 mos trading ….US$89,000 (ah , Držić !)
"Thor Jasmine" , 36663/85…dely…end May..3.4 mos-4.5 mos trading…..US$65000 (ah , Orsula , ah Mljet !)
George Economou, chief executive of DryShips, one of the largest listed dry bulk companies, said the dry bulk market would remain buoyant for the rest of 2008.
“We’re not surprised (by the rates), we could see it coming,” he told Lloyd’s List. “Sometimes you know when it’s coming and in this case it came a little later than we thought but it’s here now and we’re happy.”
He said capesize rates could break the $300,000 per day barrier. “I think eventually it will, but my bullishness is not only for a week, it’s for the month ahead and the year to come. It will be a great market.”
Dryships 1Q08
Dojmio me graf BDI-a po godinama.
Uglavnom se očekuje najveći rast oko 9. mjeseca, a već sada tako strmo izgleda…
Dry Bulk
‘Mad’ market drives Atlantic panamaxes to record highs
Jamie Dale – Wednesday 21 May 2008
“IT’S just mad, I don’t know what else to say,” an Oslo broker said yesterday, as rates in the Atlantic panamax market continued to reach record levels, writes Jamie Dale.
The Baltic Exchange’s transatlantic round voyage rate was $112,800 per day yesterday, up $2,350 from close of business on Friday.
štivo:
Evo ih preko 300.000 $.
Capesize bulker breaks $300,000 rate
Michelle Wiese Bockmann – četvrtak 22 svibanj 2008
Capesize indices are hovering at all-time highs.
THE roaring dry bulk market saw a record $300,000 per day passed today to charter a large capesize vessel.
The 203,512 dwt, 2006-built carrier China Steel Team was booked at a rate of $303,000 per day from May 28 for a fronthaul voyage to carry iron ore from Brazil to China.
That is three times more than its last fixture a month ago, when Swiss Marine paid $95,000 per day. The charterer was not reported by the Baltic Exchange.
The bulk carrier is owned by Taiwanese-based China Steel Corp.
Despite the high numbers seen for Brazil cargoes, the cooling panamax sector helped drive the Baltic Dry Index down for a second consecutive day.
The index retreated 123 points (1%) to 11,648 points.
The record-breaking capesize fixture came as Baltic Exchange chief executive Jeremy Penn was reported as saying that customers “wanted a ship at any price”.
He said China’s steelmakers are shunning imports of Australian iron ore as negotiations on the raw material’s price have dragged on to almost seven weeks more than usual.
Mr Penn said steelmakers are instead hauling more iron ore from Brazil, increasing average voyage lengths and boosting commodity-shipping rates to records.
It costs $45.29 per tonne to ship iron ore to China from Australia compared with $107.58 from Brazil, according to prices from the exchange.
“The Chinese are simply not buying as much iron ore right now from Australia,’’ Mr Penn said.
Mike Reardon, a Houston-based researcher with derivatives broker Imarex said the drop was “nothing too extreme”.
He said limited activity in the panamax sector brought rates and sentiment down. “Charterers’ patience has paid off – for now.” he said toay in a report.
“If underlying demand remains firm, however, then commodities will still need to be shipped in due course. Worth noting, again is the continued strength of the smaller classes.”
Handysize indices as well as capesize indices hover at all-time highs, even though the fundamentals driving rates appear unrelated.
The capesize rally has been partly attributed to BHP Billiton, and Rio Tinto Group, locked in negotiations with Chinese steelmakers over the 2008 contract price for iron ore. They want a bigger increase than the 65% that Brazil’s Vale achieved to reflect the freight savings that can be made by shipping ore from Australia rather than Brazil.
Contract prices are agreed once a year and are normally completed by April 1. – Additional reporting by Bloomberg