pogledajte TNSA ona je u pozitivnoj blokadi ustvari koja je razlika između TNPL i TNSA

TNPL je jako dobra dionica.to je neupitno.kad bi samo porasla njena likvidnost cijena dionice bi mogla porasti,ali potreban je neki okidač npr djelovanje uprave mora biti snažnije,bolje, transparentnije a ne ovako kao do sada mlako.
prosjek starosti flote :6 godina
krajem ove godine 2 nova bulk curriera i početkom 2010 još dva bulk curriera.

Vozarine na Mediteranu su se podigle s 6000 USD/DAY na oko 20000 USD/DAY za aframaxe u 10-tom mjesecu.

Evo neki info za Donat – ali on je u TC-u koliko znam

DONAT 130 000 17.10.2009 CBS CHINA USD 3,4 M GLASFORD

Nebi se složija da ne pada. Mislim da se trgovalo po 1950-2000 prije 15dana.
Pogledaj kad je atpl bila na ovim vrijednostima od 1040kn u nazad par mjeseci gdje je bila tad tnpl.
Neznam dal vrijedi ovaj rast brodskih indexa išta za tnpl jer je vezana za stare ugovore. Al neka bolje da raste.
Al čini mi se da je tnpl skroz izgubila na povjerenju malih dioničara i to sa pravom jer ovakva likvidnost je sramota. I pounje više trguje.
Mi treba da smo bar na 2200kn

Znači jako puno, jer su aframaxi na mediteranu na spotu.
Meni svejedno 1800 ili 1900, ko voli trejd, nadam se da nije ovdje.

Baltic Exchange Dry Index 2357 UP 73
BCI Baltic Exchange Capesize Index 3282 UP 222
BPI Baltic Exchange Panamax Index 2361 UP 47
BSI Baltic Exchange Supramax Index 1868 DOWN 43
BHSI Baltic Exchange Handysize Index 977 UP 2

Zmrklic evo ispunila ti se želja. Evo nas na 1800. Dok ostali brodari kruže na istim razinama. Mi smo pali i to pošteno.
Kupnje sve manje a prodaja jača.

P/S 1,07
P/E 3,89
P/B 0,65

Šta drugo reći
[thumbsup]

Hmm nije to baš moja želja, ja bi recimo sutra na 10000.
A sta bi od mene , ja nisam taj koji prodaje ….

Tanker Demand to Gain on U.S., Europe, Fearnley’s Svenning Says
Monday, 05 October 2009
Demand for supertankers to collect 2 million-barrel cargoes of crude oil may gain as the U.S. and European economies return to growth, said Sverre Bjorn Svenning, an analyst at Fearnley Consultants AS in Oslo. The International Monetary Fund yesterday raised its 2010 forecast for U.S. expansion to 1.5 percent from 0.8 percent and for the countries sharing the euro to 0.3 percent growth from a 0.3 percent contraction. The IMF lifted next year’s global growth projection to 3.1 percent from 2.5 percent. The pickup would coincide with dwindling oil output from Mexico and the North Sea, forcing vessels to travel farther to source supplies, Svenning said by phone today. Global vessel demand will increase “quite substantially” on a so-called ton- mile basis as a result, he said.
Ton-mile demand measures the amount of cargo being shipped and the distance involved in transporting it.
There are currently too many ships for hire, stopping owners from charging more for their vessels, he said. Shipping costs are unlikely to drop significantly because average rental income on oil shipments from the Middle East to the U.S. or Japan are already below what owners need to pay crew, insurance, repairs and other running expenses, Svenning said.
Rates on the industry-benchmark Saudi Arabia to Japan route yesterday fell 0.3 percent to 38.36 Worldscale points, according to the London-based Baltic Exchange.
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.
The U.S. and Europe are responsible for almost half of global oil demand, according to 2008 data from BP Plc.

Source: Alaric Nightingale, Bloomberg

Znam da ti nisi taj koji prodaje,al do kud ovo ide, nadam se da sad i ti primječuješ da drugi brodari stoje a tnpl polako al sigurno pada.
Pa interes je stvarno mali,nitko ne vjeruje tnpl. Ako sutra bude na ovih 1820 možda prodam još malo ht-a pa dokupim.
Vidjet ćemo.

dokupljuješ li ??? barem vi koji ste u kešu… [undecid]
iskreno, ja sam kupovao i po 2400 i sad sam u malo većem minusu.. ali nema predaje, a niti prodaje !
nek se kisele, jer bit će jako dobre kao kupus za 3 mjeseca, oko nove godine, za sarmu…!!!

sad ozbiljno, ne očekujem pad ispod 1800… dakle, vi drhtave rukice, prste k sebi…
pozdrav tankerašima!