http://reports.platou.com/wc2/WebForm1.aspx

Ubacili su nove WS vrijednosti u konverter, pa sad mogu objasnit lakše ono od neki dan.

Dok je prije tjedan dana npr. ws 300 na mediteranu bilo 100000 USD, sada je to 135000 USD.

Odatle i prividna korekcija tankerskog indeksa 02.01.2009. Svakog prvog dana u godini indeks se revidira prema prosječnoj cijeni bunkera od prošle godine, i to za svaku tankersku rutu posebno ( zašto to rade, kao i da ovako nije dovoljno komplicirano pratiti ) na gore ili na dolje, ali ta promjena ništa ne znači da je indeks pao ili narastao.

To naravno radi indeks dugoročno neusporedivim.

Zahvaljujem gospodinu Zmrklicu na informacijama,jer bez njega na portalu TNPL vlada
informativna pustoš.
Ostale forumaše molim da mi oproste i neka i dalje sudjeluju u dijalogu.

To u ovom slučaju ne znači baš ništa, ekvivalent stock-splitu dionice. Ima smisla množiti s 1.35 da bi se dobila usporedivost indeksa s prošlom godinom.

U vezi troškova – očito da je prosječna cijena bunkera bila vrlo visoka u 2008 godini, ali isto tako je očito da su značajnim padom cijene nafte krajem godine troškovi pali.

To se zove biznis!!!!Natankaš i parkiraš a maheri plačaju najam!! 90 centi po barelu mjesečno Takvi tankeri imaju kapacitet do 2mil.bačvica

http://www.finance.si/234217/I%B9%E8e_se_10_supertankerjev

Oil Traders Seek Another 10 Supertankers for Storage
Thursday, 08 January 2009
Oil traders are seeking as many as 10 supertankers to store crude, potentially taking the amount hoarded at sea to almost five days of European Union demand, according to Frontline Ltd., the largest owner of the vessels. About 25 of the carriers, each able to hold about 2 million barrels of crude, were already hired for storage. There are enquiries for 5 to 10 more, Jens Martin Jensen, Singapore-based interim chief executive officer of the company’s management unit, said by phone today. Traders are storing crude to take advantage of higher prices for supply in the future. Thirty-five supertankers represent about 7 percent of the global fleet of very large crude carriers, according to data from London-based Drewry Shipping Consultants Ltd. Storing oil in tankers may buoy rental rates that fell by a record 78 percent last year as slower economic growth sapped demand for energy.
“I’ve never before seen storage demand on this scale,” said Didier Labat, a Paris-based shipbroker at Barry Rogliano Salles who has worked in tanker markets for about 20 years.
Commodities prices fell the most in five decades last year, with crude dropping more than $100 from the peak of $147.27 a barrel in July, as simultaneous recessions hit the U.S., Europe and Japan. Oil demand in 2008 fell for the first time since 1983, according to the Paris-based International Energy Agency.
Traders are seeking to lease ships for three to nine months, Jensen said. Crude oil for December delivery traded at $61.90 a barrel as of 10:49 a.m. in London, $13.66 more than the February contract. Oil companies and traders may be able to profit from storing the oil, assuming shipping, insurance and financing costs are covered.
Supertanker Rates
A supertanker would cost about 90 cents a barrel a month for storage depending on the length of the rental, according to data last month from shipbroker Galbraith’s Ltd.
Iran, the second-largest member of the Organization of Petroleum Exporting Countries after Saudi Arabia, idled as many as 15 of its biggest ships in May to store crude oil. That contributed to three consecutive months of higher rental rates for ships.
The cost of delivering Middle East oil to Asia, the world’s busiest route for supertankers, rose yesterday for the first time since Dec. 5, according to the Baltic Exchange in London.
Forward freight agreements advanced. The derivatives are used by traders to bet on the future price of hauling Saudi Arabian cargoes to Japan, an industry benchmark.
The contracts traded at about 46 Worldscale points for the fourth quarter, according to prices from Oslo-based broker Imarex ASA as of 10:34 a.m. London time. They closed at 45 yesterday.
Tanker Index Gains
Worldscale points are a percentage of a nominal rate for more than 320,000 specific routes. They give owners and oil companies a starting point for negotiating hire rates without having to calculate the value of each deal from scratch.
Frontline, based in Bermuda, has advanced 13 percent in Oslo trading this year. The five-member Bloomberg Tanker Index has gained 12 percent.
EU oil consumption averaged 14.86 million barrels a day in 2007, according to data from BP Plc.

Source: Alaric Nightingale, Bloomberg

Čudi me ovako mali promet na tankerskoj!

Gagarin, 11.01.2009. u 12:31

Frontline, based in Bermuda, has advanced 13 percent in Oslo trading this year. The five-member Bloomberg Tanker Index has gained 12 percent.
EU oil consumption averaged 14.86 million barrels a day in 2007, according to data from BP Plc.

Porast prosječna cijene dionice TNPL u ovoj godini : 1487,03/1344,25 = 1,106
Dakle, pratimo svjetske trendove.

http://www.poslovni.hr/105679.aspx

“Naša tri tankera su nosivosti 1,3 milijuna barela. Imali smo upite stranih naftnih trgovaca za najmom, među kojima su Vitol i Glencore, međutim, odbili smo ih jer su naši brodovi već u dugoročnom najmu. Ovakvu potražnju nismo imali još od krize 80-ih godina”, rekao je za Poslovni dnevnik kapetan Dragan Gaćina, komercijalni direktor Tankerske plovidbe.

Isplativije skladištenje
Prema njegovim riječima, najam takvog broda stoji između 50 i 52 tisuće dolara na dan, dok za korištenje onih većih, nosivosti 2 milijuna barela, treba platiti više od 60 tisuća dolara. “Veća potražnja za takvim tankerima uobičajena je u vrijeme kriza ili ratova. Trgovci naftom očekuju rast cijena nafte, a prema nekim procjenama, barel bi sredinom godine mogao biti 80 dolara”, rekao je Gaćina.

Tankerskoj se ne isplati ni po ovim cijenama iznajmiti brodove, mora da su im dobri ti dugoročni ugovori…. [thumbsup]

9.12.

1. SILBA PARTICIPATIONS B.V. 519.104 82,87 Osnovni račun
2. TANKERSKA PLOVIDBA D.D. 11.000 1,76 Osnovni račun
3. PBZ D.D. 10.490 1,67 Skrb. račun
4. PAKTOR D.O.O. 7.457 1,19 Osnovni račun
5. SOCIETE GENERALE-SPLITSKA BANKA D.D./ALLIANZ ZB D.O.O. ZA AZ OBVEZNI MIROVINSKI FOND 5.155 0,82 Skrb. račun
6. ZAGREBAČKA BANKA D.D. 3.226 0,52 Skrb. račun
7. PBZ D.D. 1.800 0,29 Skrb. račun
8. RAIFFEISENBANK AUSTRIA D.D. ZAGREB 1.001 0,16 Skrb. račun
9. HYPO ALPE-ADRIA-BANK D.D. 842 0,13 Skrb. račun
10. ZAGREBAČKA BANKA D.D. 826 0,13 Skrb. račun

13.1.

1. SILBA PARTICIPATIONS B.V. 519.104 82,87 Osnovni račun
2. TANKERSKA PLOVIDBA D.D. 11.000 1,76 Osnovni račun
3. PBZ D.D. 10.470 1,67 Skrb. račun -20
4. PAKTOR D.O.O. 8.035 1,28 Osnovni račun +578
5. SOCIETE GENERALE-SPLITSKA BANKA D.D./ALLIANZ ZB D.O.O. ZA AZ OBVEZNI MIROVINSKI FOND 5.155 0,82 Skrb. račun
6. ZAGREBAČKA BANKA D.D. 3.135 0,50 Skrb. račun -91
7. PBZ D.D. 1.788 0,29 Skrb. račun -12
8. RAIFFEISENBANK AUSTRIA D.D. ZAGREB 1.001 0,16 Skrb. račun
9. ZAGREBAČKA BANKA D.D. 826 0,13 Skrb. račun
10. ĆORIĆ DANKO 805 0,13 Osnovni račun

Znači skladištenje nafte na brodu košta jedan dolar po barelu mjesečno i nek pričekaju 6 mjeseci platit če šest dolara po barelu, tko ima para dobra prilika.

Dobar. Tankerskoj se ne isplati prekidati dugorocni najam jer on nosi stabilne prihode, a otkazati ugovor unajmitelju nije bas samo tako….iznajmljivanje na rok od 6 mjeseci nije los prihod (po gore navedenim cijenama) ali je veci rizik zbog vozarina u buducnosti (koje naravno mogu biti i vise i nize).

Zanimljiva je tvoja dedukcija.

Ne bi li uskoro trebao stići OLIB