Svakako danas vani je bullish

Aegean Marine Petroleum ANW 12.95 430,941 1.49 (13.00%)
Aries Maritime RAMS 1.35 21,595 0.25 (22.72%)
Arlington ATB 10.94 131,127 0.69 (6.73%)
B & H Ocean BHO 4.20 340 0.01 (0.23%)
Capital Product Partners CPLP 11.51 78,211 0.24 (2.12%)
Double Hull DHT 5.43 202,148 0.24 (4.62%)
Frontline FRO 37.57 2,233,541 4.14 (12.38%)
General Maritime GMR 15.82 235,346 0.77 (5.11%)
Knightsbridge VLCCF 18.97 132,946 0.42 (2.26%)
Nordic American NAT 32.02 463,396 1.30 (4.23%)
Omega Navigation ONAV 6.47 193,472 0.23 (3.68%)
OSG America LP OSP 5.98 88,855 0.04 (0.67%)
Overseas Shipholding Group OSG 45.83 779,174 3.88 (9.24%)
Ship Finance SFL 15.06 386,056 0.86 (6.05%)
Teekay Offshore Partners L.P. TOO 14.08 118,534 0.77 (5.78%)
Teekay Shipping TK 22.15 282,047 1.48 (7.16%)

Oil Rises More Than $6 as Stock Markets Advance, Dollar Drops

By Mark Shenk

Nov. 4 (Bloomberg) — Crude oil rose more than $6 a barrel as global stock indexes advanced and the dollar dropped against the euro, increasing the appeal of commodities.

Energy, metals and grain futures climbed as U.S. stocks gained in the biggest presidential election-day rally in 24 years after MasterCard Inc. and Archer Daniels Midland Co. reported better-than-estimated earnings. Oil also rose as the dollar’s decline prompted investors to buy hard assets as an inflation hedge. An OPEC output cut started on Nov. 1.

“The worst-case scenario has already been discounted and we are now starting to look at bullish factors again,” said Nauman Barakat, senior vice president of global energy futures at Macquarie Futures USA Inc. in New York. “Sentiment is changing. Billions of dollars of liquidity are being pumped into the markets as OPEC makes production cuts.”

Crude oil for December delivery rose $6.52, or 10 percent, to $70.43 a barrel at the 2:30 p.m. close of floor trading on the New York Mercantile Exchange. Futures climbed as much as $7.86 a barrel and are heading for the biggest one-day gain since Sept. 22. Prices, which have tumbled 52 percent since reaching a record $147.27 on July 11, are down 27 percent from a year ago.

“Tomorrow we may see a further rally because of relief that the Bush administration is finally coming to an end,” Barakat said. “The Dow could surge on the euphoria and drag the crude market even higher.”

The winner between Democrat Barack Obama, who leads in national polls, and Republican John McCain will contend with a battered economy. President George W. Bush is leaving office on Jan. 20.

Dollar Drop

The dollar fell the most against the euro since the 15- nation currency’s 1999 debut. The dollar declined 2.6 percent to $1.2969 per euro, from $1.2643 yesterday.

“The dollar is moving lower against the euro, which is supporting all of the commodities,” said Tom Bentz, senior energy analyst at BNP Paribas in New York. “Stock markets are up as well, giving the oil market a further push.”

The Reuters/Jefferies CRB Index of 19 raw materials climbed as much as 5.2 percent to 277.77 today, the highest since Oct. 22. The gauge lost 42 percent since reaching a record in July as the credit crunch choked worldwide growth.

“It looks like commodities are up in sympathy with the equity markets,” said Brad Samples, a commodity analyst for Summit Energy Inc. in Louisville, Kentucky. “The election could also be helping fuel the rally because markets loathe uncertainty.”

Prices fell yesterday after data showed U.S. manufacturing shrank last month at the fastest pace in 26 years. Signs that the nation’s economic slowdown will spread to emerging markets and curb fuel demand have sent oil prices lower.

OPEC Reductions

Saudi Arabia has cut supplies to some customers “significantly” after last month’s Organization of Petroleum Exporting Countries meeting, Reuters reported, citing people it didn’t identify.

OPEC decided at a meeting in Vienna last month to cut the production target for 11 of the group’s members by 1.5 million barrels a day, from 28.8 million barrels a day.

Algeria’s energy ministry ordered state-owned oil company Sonatrach to lower output by 71,000 barrels a day, as of Nov. 1, state-run Algerian Press Service reported.

The United Arab Emirates, OPEC’s fourth-largest oil producer, is implementing the supply cuts agreed on by the group and has informed consumers, Oil Minister Mohamed al-Hamli told reporters in Abu Dhabi yesterday. He declined to specify the size of the reduction.

Brent crude oil for December settlement increased $5.75, or 9.5 percent, to $66.23 a barrel on London’s ICE Futures Europe exchange.

Kako će onda proizvođači hrane transportirati tu silnu hranu??Magarcima i slonovima valjda.Ili ćemo odlaziti na njive i jesti na licu mjesta.A što se tiče proizvođača hrane,znam neke koji će i završnu feštu ukinuti jer se nema.A nema se jer brača opet ne plačaju.Strani analitičari.Pih…

Mene najviše brinu dvije stvari: Drugi ZABA skrbnički koji ima 3xxx dionica da ne počne prodavati.
Također ne znam tko stoji iza PBZ-a sa 10500 dionica.

Bilo bi lijepo da se pojavi još jedan OMF na kupnji.

Ma daj zmrklicu, jučer i danas trgovano je sa skoro 2000 komada TNPL! Zar ne vidiš da je naglo porastao interes za ovom dionicom i da se sada skida s aska?
AZ je ovdje dovoljan, a da se pojavi još jedan OMF….e, onda ne bismo dugo čekali na 3000 kn

Odlicno su te savjetovali strani analiticari.
Evo, mores odma meni prodati to TNPL koje jos imas, po 1200Kn. Nemoj cekati sutra, javi mi se privatnom porukom, dogovrit cemo se dok sam jos dobre volje.
Ono, znam i ja da TNPL realno ne vridi vise od 1100Kn po dionici, ali ti si mi simpatican, pa cu ti dat 1200.

Pusti ovo sto je danas dosla na 1700, to je samo navlakusa, prodaju po 1200 dok jos mores. I kupi odma od toga nekakve zitarice ili zvijezda ulje i tak.

Da, taj drugi od ZABE i meni lagano muci, sad kad svi vec vidimo koliko je cijenu dionice uspija zatuci ovaj prvi racun kod ZABE sto je poceja istresati TNPL jos u Lipnju pa do danas.

Ali, ako je i taj drugi racun kod ZABE municija za damping, onda cemo to moci jako brzo viditi tj. odma kad dodje FI za Q3.

@ gismund – nadam se da si u pravu [cool]

Ok, poštujem svačije mišljenje ali vam ozbiljno kažem da sam upozorena da će doći do velikog pada BDTI indexa.

Baltic Dirty Tanker 1,183 (-2.87%)

Super, onda si danas rasprodala svoje dionice TNPL i više te nećemo viđati ovdje. Adio

Ma postoji mogučnost pada indeksa, ali budimo realni:

1) Cijena dionice je pala kao da je do njega već došlo.
2)Realno do pada indeksa može doći nakon zime, ali i ne mora, to je za sada skoro nemoguče predvidjeti.
3) Kao što rekoh za TNPL se gleda Mediteransko micro-tržište koje se za sada pokazalo koliko toliko stabilno

Što se tiće 11 mjeseca, vozarine na mediteranu šetaju od ws 150 do ws 200, što uz trenutnu cijenu bunkera su dobre zarade.

Kratkoročno očekujem i za BDTI okret prema gore

Persian Gulf Oil-Tanker Rates Snap Rally on Ship Supply, Demand
Wednesday, 05 November 2008
The cost of hauling crude oil from the Persian Gulf to Asia may curb a two-day advance because there are more ships than cargoes and the credit crisis is curbing demand. Refineries still need to hire 40 to 50 very large crude carriers, or VLCCs, to load from Middle East ports next month, Halvor Ellefsen, a tanker broker at SeaLeague AS in Oslo, said in an e-mailed note today. There are 55 such ships that can steam to the region by the end of the month. "Sentiment is way different” since the global credit crisis began, Ellefsen said. The supply of ships is “far from tight enough.” Oil companies are struggling to obtain the letters of credit they need to purchase cargoes because of the banking crisis, Chakib Khelil, president of the Organization of Petroleum Exporting Countries, said Oct. 24. Shipments of goods and commodities globally are being hindered because traders can’t get access to bank finance to buy consignments.
Zhuhai Zhenrong Corp., a state-backed Chinese oil trader, hired a tanker owned by Iran’s national tanker company for 72.5 Worldscale points, according to a report today from Athens-based Optima Shipbrokers. That’s 2.2 percent above the London-based Baltic Exchange’s benchmark assessment of 70.94 points for cargoes to Asia.
All the VLCCs owned by National Iranian Tanker Co. are fitted with a double hull, cutting the risk of an oil spill. The exchange’s assessment, used to settle freight derivatives and shipping contracts, is dominated by bookings of double-hull tankers that cut the risk of an oil spill in the event of an accident.
Fuel Costs
Worldscale points are a percentage of a nominal rate, or flat rate, for more than 320,000 specific routes. Flat rates for every voyage, quoted in U.S. dollars a ton, are revised annually by the Worldscale Association in London to reflect changing fuel costs, port tariffs and exchange rates.
Each flat rate assessment gives owners and oil companies a starting point for negotiating hire rates without having to calculate the value of each deal from scratch.
A rate of 70.94 Worldscale points equates to $41,433 in daily rental income after fuel and port costs are paid, according to the Baltic Exchange’s calculations. Globally, the carriers are making $42,220 a day.
Frontline Ltd. said Aug. 21 it needs $31,400 a day to break even on each of its supertankers.

Source: Alaric Nightingale, Bloomberg