Baltic Exchange Dry Index TM 3379 (DOWN 17)
Baltic Exchange Capesize Index TM 3522 (DOWN 91)
Baltic Exchange Panamax Index TM 4344 (UP 7)
Baltic Exchange Supramax Index TM 2929 (UP 9)
Baltic Exchange Handysize Index TM 1468 (UP 34)
Ići će to još down.stavio sam vam tekst gdje vam piše zašto na temu brodari
Baltic Exchange Dry Index TM 3337 (DOWN 42)
Baltic Exchange Capesize Index TM 3390 (DOWN 132)
Baltic Exchange Panamax Index TM 4356 (UP 12)
Baltic Exchange Supramax Index TM 2918 (DOWN 11)
Baltic Exchange Handysize Index TM 1490 (UP 22)
BDI 23-03-2010
Baltic Exchange Dry Index TM 3280 (DOWN 57)
Baltic Exchange Capesize Index TM 3282 (DOWN 108)
Baltic Exchange Panamax Index TM 4328 (DOWN 28)
Baltic Exchange Supramax Index TM 2877 (DOWN 41)
Baltic Exchange Handysize Index TM 1490 (No change)
BCI
BCI Average of the T/C routes $29010 (DOWN 1355)
BPI Average of the T/C routes $34778 (DOWN 229)
BSI Average of the T/C routes $30079 (DOWN 433)
BHSI Average of the T/C routes $21742 (UP 8)
ne moras dalje postati te indekse
rekel je jučer ujutro neki analitik na sienbisiju da bdi mozes okaciti mišu o repić
Kupi motor pa se vozaj po snijegu po gradu …… ili još bolje jedrilicu manje troši
Baltic Exchange Dry Index TM 3098 (DOWN 79)
Baltic Exchange Capesize Index TM 3244 (DOWN 4)
Baltic Exchange Panamax Index TM 3965 (DOWN 158)
Baltic Exchange Supramax Index TM 2647 (DOWN 110)
Baltic Exchange Handysize Index TM 1449 (DOWN 21)
Baltic Exchange Dry Index TM 3021 (DOWN 77)
Baltic Exchange Capesize Index TM 3245 (UP 1)
Baltic Exchange Panamax Index TM 3806 (DOWN 159)
Baltic Exchange Supramax Index TM 2542 (DOWN 105)
Baltic Exchange Handysize Index TM 1424 (DOWN 25)
Baltic Exchange Dry Index TM 2982 (DOWN 39)
Baltic Exchange Capesize Index TM 3301 (UP 56)
Baltic Exchange Panamax Index TM 3688 (DOWN 118)
Baltic Exchange Supramax Index TM 2473 (DOWN 69)
Baltic Exchange Handysize Index TM 1399 (DOWN 25)
Baltic Exchange Dry Index TM 2922 (DOWN 25)
Baltic Exchange Capesize Index TM 3073 (DOWN 160)
Baltic Exchange Panamax Index TM 3901 (UP 89)
Baltic Exchange Supramax Index TM 2471 (UP 11)
Baltic Exchange Handysize Index TM 1350 (UP 5)
Nastavno na moj interes prema BALT-u, izražen i u skupljanju njihovih dionica.
Reklo bi se, tko se nije skrio magarac bio, u režiji Cramerijanca:
– prvo ih je 18.03. bashnija da to ništa ne valja:
http://www.cnbc.com/id/15840232?video=1444572586
http://www.cnbc.com/id/35929793
– a jučer 14.04. se posua pepelom, dovea Papapapapapskisa da se izjasni i potom reka da su OK:
http://www.cnbc.com/id/15840232?video=1469069305
http://www.thestreet.com/story/10725560/2/cramers-mad-money-recap-look-for-intel-to-double-update-3.html
————–
Zahvaljujem što mi je prvo omogućio da u miru skupljam BALT, a što će mi sad mobilizirat i te trupe.. osjećam se ko insajder s Cramerom na platnoj listi 🙂
Inače, BALT manje-više kopira strategiju NAT-a (tankeri):
– spot igrač
– bez duga
– gotovo sva zarada u dividendu
– širenje flote kroz izdavanje novih dionica
Did Jim Cramer Miss the Next NAT?
http://seekingalpha.com/article/196595-did-jim-cramer-miss-the-next-nat
A evo iz 4q2009 NAT izvješća 2 segmenta koji su mi upali u oči:
On or about March 5th NAT will pay a dividend for the 50th consecutive quarter since the first three vessels were delivered to the Company in the autumn of 1997 when the Company commenced operations. Including the dividend for 4Q09 the total dividend payment amounts to $40.14 per share. Following a strengthening of the spot market the dividend for 4Q09 was $0.25 per share compared to $0.10 for 3Q09.
As in the past, in order to create value for shareholders, the fleet must grow faster than the share count over time. As an example, the follow-on offering which was closed January 27, 2010 increased the Company’s share count by about 10%. This will enable the Company to increase its fleet by about 22%, assuming an increase from 18 to 22 vessels. This is an example of accretion while recognizing that the net debt is expected to be slightly higher after such prospective acquisitions.