…okej neka bude i 23 -do 25 miliona….opet je to za 3 puta uvećanje dobiti u odnosu na 2018.g…u zadnjih mjesec dana (iako je BCTI index još uvijek u laganom padu)…prosjek BCTI indexa je preko 700 bodova što bi se trebalo pozitivno odraziti na brodove koji su na SPOTU….za razliku od 3Q gdje je BCTI cijeli kvartal bio ispod 500 bodova…pa budemo vidjeli….

http://marine-transportation.capitallink.com/indices/baltic_exchange_history.html?ticker=BCTI

Moram priznati da sam ja roknuo 3000kom na 44kn.
A fino govorio na 33kn da se trpam.
Na 30kn bi rado vratio svoje dionice pa ako nije problem ovom glumcu na prodaji koji je kupovao po 44-46kn da nam vrati dionice na nizim razinama da odradimo i 5 val do kraja pa na 60kn.
Unaprijed hvala!

tako već može – realno i oprezno

Izgleda da je sad več prilično jasno da se na bidu nebude skupilo ništa dionica, čak ni za burek…..ili će se poćeti kupovati po asku ili cemo čekati neku objavu da su brod ili dva dogovoreni po 17000 ili više pa da rast može nastaviti……druge opcije ne vidim……ovo sitno dionica što se proda nisko, ni ne računam kao pad vrijedan pažnje…..

Izgleda da je sad več prilično jasno da se na bidu nebude skupilo ništa dionica, čak ni za bure

tako i ja mislim za sve svoje dionice

i redovno pogriješim

Na burzi je sve moguče, ali stvano ne vidim (iz graha ) kud bi to puno niže od ove cijene moglo……možda trenutno imamo neke “nervoznije” prodavaće a možda se samo i prave “nervozni”…..a možda i big brother čeka takve, ne bi li o on malo više zaradio……mislim kako na jasnu potvrdu trenda nečemo pre dugo čekati (ono godinama)……

nitko ne voli da mu dionice padaju

ali dobre želje tu ne pomažu

VLCC+3% to $70k/d
Suezmax -11% to $32k/d
LR2 -28% to $22k/d

Ajd, VLCC se oporavlja, ovi drugi mozda budu slijedili.

Ardmore Shipping Corporation Expects “Strong” Product Tanker Market Moving Forward

“After three difficult years for the tanker sector, we are very encouraged by the recent sharp upturn in the tanker market and the drivers behind. We believe that this is likely to be the beginning of a sustained upcycle, characterized by repetitive spikes with settling periods in between, but at levels well above the recent past.

We think that conditions are now in place for a strong rate environment in particular for product tankers. We believe that IMO 2020 is now having a significant impact on product tanker demand and rates; in particular, demand for gasoil is expected to surge as shipping companies transition to compliant fuels and concerns about VLSFO quality and compatibility issues prevail, resulting in elevated trading activity. At the same time, we expect that geopolitical tensions in the Middle East and an anticipated winter seasonal demand boost will further contribute to a strong rate environment in the near-term.

Looking beyond the near-term, the underlying fundamentals of product tanker supply and demand are solid and should get even better: oil consumption growth is expected to increase to 1.2mbd in 2020 and ongoing refinery expansion in export-oriented location should further amplify fundamental demand growth. Meanwhile, a record low orderbook, combined with ongoing scrapping should keep vessel supply growth well below demand growth for the foreseeable future. We also believe that regulatory uncertainty around the global maritime industry’s targets for greenhouse gas (“GHG”) emissions reductions will put a damper on newbuilding activity until rules and regulations become clear and new technologies emerge, which could take years.”

Ma pustite grafove vozarina kolega…ova prodavac je jednostano prestrasen..tesko da cu ovdje vratiti sve svoje prodane dionice iako se nadao 34-35kn pa na 60kn ili mozda i 75kn. Al ok…prvi sam na kupnji..moramo nesto ubrati. Samo 0.5 BV.
Stranci na 0.8 do 0.9.
A Tpng i brutalno zaradjuje.

U.S. sets sights on shipping companies for sanctions evasions.

https://www.nasdaq.com/articles/u.s.-sets-sights-on-shipping-companies-for-sanctions-evasions-2019-11-06

Vozarine bi mogle opet podivljati.