Ako na ovaj način želite vlasnike potaknuti na prodaju,a vi čekate na kupnji sa značajnim kapitalom
čak vas i razumijem.Nije korektno ali može biti korisno.

Ipak smatram da ste se kasno odlučili na kupnju,jer izvještaj izlazi svakog trena.A koliko god mi
pričali da izvještaj nije bitan,primjetno je da je ATPL nakon izvješća reagirala sa 15 do 20% rasta,
ULPL je nakon jučerašnjeg izvješća sa kvartalnom dobiti od 31 kn po dionici/ne 41 kako piše u izvješču/ dobila 5% na vrijednosti.TNPL na sadašnjoj cijeni od 1.600 kn ,sa daleko većim učešćem
vlastitog kapitala u odnosu na aktivu,sa manjim P/BV bi u usporedbi sa ULPL trebala ostvariti
dobit u ovom kvartalu

1.622 :950 puta 31 =53.

Sa dobiti od 53 kn kvartalno bi bila ravnopravna po toj osnovi sa ULPL.Ostali kriteriji su neusporedivo
povoljniji za TNPL.Pri tome uopće ne smatram da je ULPL precijenjena,nego da je TNPL najpodcjenjenija dionica na ZSE.

A dobit će biti barem duplo veća od 53.Možda i blizu tri puta.Potrudite se predvidjeti sami.

Sitni provokator, ne treba se obazirati, popušio negdje, pa sad okolo glupara, valjda mu je tako lakše.

Svaka čast, kolega!!! Trebate biti ponosni na ovo.

Executive Decision: Nordic American Tanker CEO Herbjorn Hansson
Posted By:Tom Brennan
Topics:CEOs and CFOs | Stock Picks | Stock Market
Sectors:Oil and Gas
Companies:Nordic American Tanker Shipping Limited
Cramer’s been bullish on Nordic American Tanker for a while now, touting the firm’s strong balance sheet compared to lesser industry peers. Regular Mad Money viewers probably know that NAT often goes hand in hand with Frontline [FRO 31.58 -0.76 (-2.35%) ] when shipping of any kind is discussed on the show.

Last Friday, Nov. 7, the company reported a better-than-expected quarter. So NAT’s [NAT 30.62 -0.52 (-1.67%) ] business model of fetching more per day for its ships and operating at a lower cost than its competitors is paying off. That’s why the company can afford to offer a 2009 dividend of $3.06, or 9.9%. Shareholders who reinvest their dividends can expect to double their money in just seven and a half years at that rate.

Među prvih deset nikakve promjene.Dapaće,njihov dio pomalo raste.

Prometi su dosta veliki,ali sve mi više izgleda da se u TNPL trejda i šorta i da su nas posjetili tehničari.
Upozori bi vlasnike da je FI 3Q 2008 vjerovatno preksutra .To bi bio zadnji dan prema propisima.
A TNPL je tu uvijek u pet do dvanaest.Vodite o tome računa.Nije vrijeme za prodaju.Izdržite do
izvještaja koje bi trebalo potvrditi veliku podcijenjenost ove dionice,a sami time i pristojan rast.

Naravno ovo je samo moje mišljenje sa najboljim namjerama.

Tankers
Cido Shipping mulls product tanker sell-off

by Mike Grinter in Hong Kong – Wednesday 12 November 2008

Modern fleet: the 45,800 dwt product tanker High Mars, owned by Cido Shipping, Hong Kong-flagged, built 2008.
TANKER specialist Cido Shipping is considering selling off its entire fleet of product tankers.

Cido Shipping owns the world’s most modern fleet of 49 product tankers and industry observers have placed a ballpark value on the fleet in excess of $2bn.

The Hong Kong-headquartered company said today that it had decided to evaluate a range of strategic alternatives related to its fleet of product tankers to further enhance shareholder value.

“These alternatives may include, but are not limited to, a sale of the fleet or other strategic transactions,” the company said in an issued statement.

Mandated financial advisors DnB Nor Markets said that the option of selling the fleet would be one measure to improve the company’s balance sheet.

DNB NOR managing director and head of corporate finance in Asia Joachim J Skorge said that the purchase of the fleet amounted to a once in a lifetime opportunity for a strategic investor.

“We are very early in the process of weighing up the options but we have already received a large number of enquiries from top level investors,” he said.

Cido’s product tanker fleet, consisting of 26 operating ships and 23 newbuildings, is remarkable by any standards. It has an average age of less than two years and all of the vessels have contracted employment in the form of medium- to long-term charters with reputable operators such as Japan’s MOL.

“I can tell you this is a very high quality fleet. The vessels currently in operation are all on hire to leading operators and all the newbuildings are being constructed at STX Shipbuilding and Hyundai Mipo in South Korea," said Mr Skorge.

Cido Shipping also owns a small fleet of car carriers, which it is understood would not be included in any sale at this time.

@ Askrak – Tankerska nema Product Tankere , tako da članak nema veze s TNPL.

@ Rijeka – kakav post takav odgovor na post

Danas nema promjena u top 10.

Znam Zmrkliću, znam …

Ali malo širine u gledanju, razmisli o motivu prodaje …

I sjeti se TNPL je trebala graditi dva MR producta u 3. maju.

Iz clanka je vidljivo samo da je ta Cido kompanija zagrizla puno vise nego je mogla progutati.

Na flotu od 26 broda (i to manje od 30% otplacena broda, ako su samo 2 godine stari) ici na jos 26 novogradnji, ocito je tu kompaniju tako jako puno izlozilo zaduzenju da je zbog toga mora sad prodati sve.

To bi bila ista stvar i da se radi o hotelima, avionima, vinogradima, maslinicima ili pak product ili crude tankerima, nebitno.

S druge strane, Tankerska na flotu od svojih 9 crude tankera i 6 handy bulkera (uglavnom 100% otplacenih) ima 5 (pet) novogradnji, od cega 1 aframax (skoro dovrsen) i 4 handyica. A uz to more sva trenutna zaduzenja pokriti rezervama vlastitog casha.

Sad vidi razlike drasticne izmedju Tankerske i Cido Shippinga.

Bestiale, ispravi ako grijesim. Bilo je govora o 4 handya, ali su ugovorena 2, odnosno dva handya se radi u kineskom JES-u za TNPL.

Tanker owners ‘insulated’ from economic turmoil
Market resiliant as world crude oil demand rises above last year’s levels
Thursday 13 November 2008

LEADING tanker owners believe their sector is better placed to withstand the present economic downturn than other market areas.

“There is a lot of uncertainty and the present environment is difficult, but tanker shipping is performing quite well,’’ Tsakos Energy Navigation president Nikolas Tsakos told investors this week.

Iako se to ne može sa sigurošću reći, no u zadnje vrijeme pokazuje se da se dno za TNPL formiralo oko 1500 kn. Sutra će naši marljivi djelatnici TNPL valjda dostaviti i FI na ZSE pa ćemo, uz odbijanac koji će se sutra odigrati na ZSE, a uslijed (nadajmo se) odličnog FI doživjeti i rast TNPL do + blokade.
Pozdrav svim dioničarima ove extra podcijenjene dionice,a mirno more posadama brodova.