kolega rijeka, neznam koliko dugo pratite index BDTI ali ovaj rast je privremena pojava (koja je zapravo trebala početi početkom 11 mjeseca, znači kasni čitavih mjesec dana) nakon koje slijedi otriježnjenje u 1q negdje na razine prije skoka koje su ok, makar ja bih volio da su na 1500… stoga oprezno…
zaljepit ću danas navecer kretanje BDTI i Prihoda da se sami uvjerite u moje navode

Persian Gulf Tanker Rates May Surge as Storage Curtails Fleet
Thursday, 04 December 2008
The cost of shipping Middle East crude to Asia may surge on accelerated bookings in anticipation of profit from higher oil prices in the future. As many as 12 supertankers, each designed to hold 2 million barrels of oil, and four vessels half the size are booked with options to use them as storage, Johnny Plumbe, chief executive officer of London-based broker ACM Shipping Group Plc, said by phone today. February contracts for West Texas Intermediate oil, a global benchmark, are trading about 3 percent higher than January contracts. The “market is on fire,” because of “storage caused by the low oil prices,” said Nikos Varvaropoulos, an official at Optima Shipbrokers in Athens. That’s cut supply and may have boosted the price an oil company paid by 20 percent compared with yesterday’s single-voyage, or spot, rental rate, he said.
Slumping demand for crude oil has created a pricing structure where futures prices are more than those for more- immediate purchase. That compensates traders who can afford to store barrels and sell them at higher prices in the future.
“This is a situation that only happens when oil price is in the situation where it is now,” said Plumbe, whose company specializes in tanker rentals and sales. “If you take enough ships out on storage, it’s going to affect supply and demand.”
Frontline Ltd., the world’s largest owner of very large crude carriers, or VLCCs, said Nov. 28 it leased out two vessels for storage and was working on a third such transaction. Crude oil prices in six months time are anticipated to be as much as $8 a barrel more than supplies for more immediate delivery, it said.
Rates Rise
Rates for VLCC shipments to the U.S. from West Africa gained 19 percent to 109.62 Worldscale points on Dec. 2, according to the London-based Baltic Exchange. They advanced at the fastest pace in at least nine-and-a-half years on Dec. 1.
There was speculation that one booking was concluded at 75 Worldscale points, Varvaropoulos said, adding that no details of the transaction have emerged. The Baltic’s rate for Saudi Arabian cargoes to Japan gained 0.6 percent to 62.73 Worldscale points.
Halvor Ellefsen, a broker at Sealeague AS in Oslo, said there was speculation about a booking at more than 70 points.
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 62.73 works out at $39,497 a day, according to the Baltic Exchange. Globally the carriers are making $35,072 a day. Frontline said Nov. 24 it needs $34,700 a day to break even on each of its supertankers, a 10 percent gain from Aug. 21.

Source: Alaric Nightingale, Bloomberg

Gagarin, 04.12.2008. u 17:23

Rates for VLCC shipments to the U.S. from West Africa gained 19 percent to 109.62 Worldscale points on Dec. 2, according to the London-based Baltic Exchange. They advanced at the fastest pace in at least nine-and-a-half years on Dec. 1.

Tankerska nema VLCC.

Pozdravljam sve koji pišu na ovoj temi.

– dugo sam na ovom forumu,
– ali ovo je moje prvo pisanje na ovoj temi.

– do sada mi je uvijek puno draža za ulaganje bila ATPL, pa i ULPL nego TNPL, što se tiče brodara.
– imam zbilja puno pitanja,
– neka će biti i provokativna, ali nikoga neću vrijeđati.
– voljela bih kada bi mi odgovore mogli dati gospoda Zmrklic i Lopina, a i drugi koji se kuže.

– stvarno lijepo i stručno pišete i uživam čitati Vaše postove.

– ali nikako ili slabo se kužite u burzovne cikluse.
– ali i to gradivo ste sada svladali, odnosno platili ste skupu školu.

– ako me uspijete nagovoriti kako je to dobro ulaganje,
– sigurno ću biti u top 10.

– I love this game.
Pozdrav !

Direktori TNPL i ATPL.

– izjavili su kako im u budućem razdoblju neće cvijetati ruže.
– tu su mislili na svoje firme.

– ali oni imaju i bezobrazno velike plaće.
– koliko su smanjili svoje beneficije i plaće jer je došla kriza na tržištu ????????????????

– I love this game.
Pozdrav !

Baltic Dirty Tanker Index [BDTI] Dec 04, 2008 1330.00
Baltic Dirty Tanker Index [BDTI] Dec 03, 2008 1272.00
Baltic Dirty Tanker Index [BDTI] Dec 02, 2008 1175.00
Baltic Dirty Tanker Index [BDTI] Dec 01, 2008 1124.00
Baltic Dirty Tanker Index [BDTI] Nov 28, 2008 1073.00
Baltic Dirty Tanker Index [BDTI] Nov 27, 2008 1016.00
Baltic Dirty Tanker Index [BDTI] Nov 26, 2008 971.00
Baltic Dirty Tanker Index [BDTI] Nov 25, 2008 968.00

Porastao je još jedan dan. I to 4,56% danas odnosno 37,4% u 7 radnih dana. Možda porast BDTI-a nikakve veze nema s budućom cijenom dionice Tankerske, ali mene veseli.

BDI produbljuje pad: -0,89% ili 666 bodova (može se slobodno reći: otišao k vragu, ako razumijete usporedbu).

Bas me odusevljava ovakvo poznavanje i pracenje firme(dionice) koju ovaj potok pokazuje. Naime, sam se gusta na padu BDI-a zanemarujuci cinjenicu da i TNPL ima bulk brodove koji ce, po svemu sudeci imati gubitke u svakom plovu te tako smanjivati ukupnu dobit…

Inace, potok, pad cijene nafte – jel to dobro za tankerase ili lose?

Kada se argumenti na ovom forumu svedu na omalovažavanje osobe, a ne kritiku onoga što ta osoba piše, vrijeme je za napustiti ovaj forum. Pozdrav.

nemoj si dopustitit kolega rijeka da vas nerviraju tipovi koji su frustirani svojim gubicima na burzi… slobodno pišite sto vas je volja, ali i pitajte ako nesto nije jasno (kao što ste pitali za kratkoročni rast BDTI u zimi)

. *bi ga. Evo vec mi suze rone….

@sakai – Nije dobra ni previsoka ni preniska, trenutno je toliko niska za rentaju tankere kao skladište i skupljaju naftu da je poslije skuplje prodaju.

@ gagarin – svaka dobra vijest s marketa dobro dodze

@ Ivana – ovdje je bio masark motornom pilom što da ti kažem

Lol na mediteranu je fešta

SEAOATH 80 000 22.12.2008 SUPSA MED WS 250 EXXON
GENMAR PRINCESS 80 000 10.12.2008 BSEA MED WS 315 VITOL

ws 315 = 105000 USD/DAY