Svi danas ljepo u porastu samo na JDPL i dalje igre sa skrivanjem naloga i kojekakve kukavičke igre. Trebali su ljepo izložiti na prodaju šta imaju pa nek se vidi a ne ovako. Od ovih naloga na prodaji kupci počinju u sve sumnjati jer neznaju šta je stvarna ponuda a šta nije dok je ne dotaknu.[undecid]
Bit će i na kupnji skrivenih naloga, ništa strašno. Pa i JDPL je narastao, prosječna cijena 641
Ne znam koliko vas prati forum Atlantske plovidbe, ali tamo se naveliko priča o preuzimanju Jadroplova od stane Atlantske. Koliko je to vjerojatno??
U ovom trenutku close to noting. Da su obe drzavne mozda bi sta i bilo. Sad je jdpl skupa igracka za koju atpl nema novaca a vlada se vise ne moze igrati djeda mraza.
Dobro su danas prošli DRYS i ekipa…
S obzirom na današnje i jučerašnje stanje BDI-a kao i indexa DOW i NASDAQ.
Drago mi je da smo i mi konačno krenuli… polako, al sigurno.
Samo naprijed!
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Vidim kolega Savage da smo zajeno na BZJK i JDPL, nisam znao da imate JDPL.
Može li malo informacija o izradi novih brodova. Sa splitskim škverom je sve dogovoreno. Koliko čujem radiće se 2 + 2 nova broda. Detalje ćemo službeno čuti vjerujem vrlo skoro
Tako nesta sam i ja cuo ali da se vise ugovori potpisu bilo bi bolje
Jel bi se brodovi radili u brodosplitu??
O kojem tipu brodova je rijeć, pretpostavljam bulkovima
Dobro su danas prošli DRYS i ekipa… S obzirom na današnje i jučerašnje stanje BDI-a kao i indexa DOW i NASDAQ. Drago mi je da smo i mi konačno krenuli… polako, al sigurno. Samo naprijed! [thumbsup][thumbsup][thumbsup]
Redovito pratim brodare na NASDAQ i cinjenica je da su zadnjih mjesec dana Dryship i ostali dry cargo brodari znacajno porasli (neki preko 50%) sto se ne moze kazati i za nase perjanice. Kako posluju na istom trzistu sa da budemo realni nesto vecim OPEX-om realno je da i oni trebaju ici gore. Ove igrice sa fondovima ne mogu trajati u nedogled. Brana mora jednog dana puknuti jer inace na dugu stazu fondovi rade proti sebe. Oni sada drze brodare nisko i kupiju jeftino ali ta jeftinoca se odrazava na njihov prinos sta je glavni mamac ulagacima. Za mirovince koji nemaju toliko problema sa klijentelom brodari ne mogu biti dugorocna investicija zbog ciklicnosti zarada brodara. Na njima mogu dobro zaraditi ako su promucurni i ne baziraju svoje poslovne poteze na pisanjima gatara i ostalih znalaca. Zato treba biti strpljiv i cekati da fondovi pokazu svojim dionicarima kako su pametno pazarili a to bi onda trebalo obradovati i nas male.
Prodaja tanka, kupnja ne prati…
Mogli bi danas laganini up, samo da kupnja poprati i to je to.
[thumbsup][thumbsup][thumbsup]
P.S. Kolega Techman podržavam vaše razmišljanje
Ovo neće utjecati na trenutno zaradu Jadroplova, ali može na eventualni forward fixing…
Handymax rates to rocket in March as cargoes build
Jamie Dale – Friday 22 February 2008
ATLANTIC handymax freight rates are likely to “really rocket” for March loading dates as the prompt ships are almost cleared out, writes Jamie Dale.
The Atlantic market saw healthy volumes of ships available for February cargoes in the last two weeks but many are now employed, opening the door to a firmer looking March.
“The prompt ships are looking softer, I think that you will see a clear out of these at lower levels,” a London broker told Lloyd’s List.
“Then I think you will see March ships looking like they will pick up some bigger levels.”
The broker added that availability of cargoes to soak up the vessels will not be a problem.
“There are plenty of cargoes for US Gulf to Japan, plus there is looking likea real build-up of scrap on the US east coast to Turkey for mid-March,” the broker said.
“In east coast South America and Brazil there is plenty of iron ore, pig iron and grain, so I think you will see [levels for] the March dates really rocket.”
The broker noted that the last “biggie” fixed in east coast South America went for $56,500 per day plus $800,000 ballast bonus for a trip toward the Pacific.
However, the broker added that owners in east coast South America are already claiming to see interest at $70,000 per day plus $1m ballast bonus.
In west Africa rates for a Baltic Exchange tess 52 index type vessel are around the $61,000 per day mark.
“I think you will have to watch thismarket next week, this is when you will really see it go because the February ships in west Africa have almost cleared out with just a few knocking about on the Continent, but once they have gone we will see rates go up,” said the London broker.
“Do not expect too much action on the indices this week, but watch next week and March dates. Be prepared!”
In the Pacific Basin this week many owners appear to have got carried away with the rapidly-rising short period rates and “have priced themselves out of the market”, according to ICAP Hyde.
“Index type tonnage rating in the mid-low $60,000s has scared off charterers who are quite happy to sit back and watch for the time being unless they have spot backhaul requirements to cover with short period tonnage,” added the Londonbrokerage in its daily report.
The report noted that some Far Eastern owners have started to ease their levels slightly after realising that their “over zealous” rates are off the mark in view of the reduced period sentiment.
ICAP Hyde noted that vessels fixed for Pacific round voyages are able to achieve above $50,000 per day, for both shorter nickel ore trips and the longer rounds out of the North Pacific.
The Indian coasts remain firm with a 45,000 dwt vessel open on the west coast reported to be fixing on subjects for a trip to the east in the mid $50,000s.
Ma sve je super ali meni se cini da drzava (ili netko tko joj pomaze sa SDA) nece bas da ovo ode gore gdje mu je mjesto prije prodaje. A i fondovi su mi nesto slabasni ovih dana.
Recimo, trzisna cijena bude oko 900 a paket se utopi novom vlasniku za 700… opet bi bilo drvlje i kamenje po HFPeu. Pogotovo nakon onih afera.
Ima li ikakvih vijesti o prodaji?
Netko opet potapa jdpl-ove brodove ili što??? [bye]
Nema prodaje. Ic ce u zajednicki fond a dionice fonda u IPO.