As of 11/12/09
Baltic Dirty Tanker 645 (+5.05%)
Niš se ne komentira,jeli tnpl dosta narasla? Mislim da nije. Vrijednost firme raste s novim brodom. Al dal treba napomenut da je realna cijena tnpl 2puta cijena atpl,il 10puta cijena jdpl.znaći tnpl bi trebala biti na oko 2000-2200kn
I tako je bilo do sada a novi brod radi još veću razliku.
Tako očekujem da će to shvatiti i netko od večih ulagača.
Pratim malo zadnjih dana prodaju na tnpl. I nisu mi jasni pojedinci koji drže naloge na prodaji i kako jača kupnja.oni se pomiču za istu tu vrijednost na više. Sami sebi koče rast,a dobro shvatit će valjda…
Zar tako malo forumaša ima tnpl kad nitko ništa ne piše?
To se vec duze konstntno desava, prodaja pobjegne visoko kad treba rasti, mozda ce sada biti bolje
[huh]
Niš se ne komentira,jeli tnpl dosta narasla? Mislim da nije. Vrijednost firme raste s novim brodom. Al dal treba napomenut da je realna cijena tnpl 2puta cijena atpl,il 10puta cijena jdpl.znaći tnpl bi trebala biti na oko 2000-2200kn
I tako je bilo do sada a novi brod radi još veću razliku.
Tako očekujem da će to shvatiti i netko od večih ulagača.
Pratim malo zadnjih dana prodaju na tnpl. I nisu mi jasni pojedinci koji drže naloge na prodaji i kako jača kupnja.oni se pomiču za istu tu vrijednost na više. Sami sebi koče rast,a dobro shvatit će valjda…
Zar tako malo forumaša ima tnpl kad nitko ništa ne piše?
To se vec duze konstntno desava, prodaja pobjegne visoko kad treba rasti, mozda ce sada biti bolje
[huh]
[/quote]
Naloge na prodaji su držali sve ove dane oni koji su kupovali, ali su stiskali cijenu i plašili drhtave ručice i motivirali ih na iskrcavanje. Osobno sam -10% u TNPL jer sam kupovao preko 1900 i uopće se nesekiram zbog trenutne cijene jer nisam ni kupio TNPL zbog 3% zarade već što smatram da će kroz pola godine vrijediti 50-100 % više. Raste BDI rastu tankerski indexi i čemu onda strah?!? Moram pohvaliti mudre odluke uprave TNPL koja je ovu krizu iskoristila za gradnju novih brodova po povoljnim cijenama i u postkrizno vrijeme će ih brzo isplatiti i odlično na njima zaraditi, a značajno će povećati vrijednost firme i konkuretnost na tržištu.
neznam koliko ima forumaša u TNPL, ja imam… i to dio 1650-1700 , a veći dio preko 2000…
dakle, čekamo… bez straha jer mora UP… kočnica je i dalje negativna klima oko HR gospodarstva ali baš iz tog sam razloga u TNPL i ne mislim izlaziti… pozdrav tankerašima !
Trenutni osvrt:
ATPL +5.24%
JDPL +3.95%
LPLH 7.19%
ULPL +2.00%
TNPL +0.8% 🙂 mali ali pali 🙂
za ovu danjašnju dvojicu na asku , svaki po 69 komada, imam prijelog…
neka se lijepo dogovore, jedan proda a drugi kupi… i oba zadovoljna…
ide im u prilog i znakoviti broj 69 koji se može tumačiti na više načina, daleko ljepših nego što je investiranje… [wink]
Danas protrgovano 69 komada
[lol]
Prodat cu ju za 3 godine po 6969 kn [lol]
BDI opp 157 pkt!
Baltic Exchange Dry Index 4111 UP 157
BCI Baltic Exchange Capesize Index 7183 UP 335
BPI Baltic Exchange Panamax Index 3978 UP 101
BSI Baltic Exchange Supramax Index 2147 UP 62
BHSI Baltic Exchange Handysize Index 970 UP 26
1.775,00 10
1.778,00 20
1.779,00 5
1.798,00 18
1.798,90 3
1.799,00 13
1.820,00 6
1.840,00 2
1.855,00 6
1.859,00 6
Na asku ispod 1800 točno 69 komada [shocked]
13.11.2009 BDTI 655 +1,55
Na asku ispod 1800 točno 69 komada [shocked]
to je već jako sumnjivo… [lol]
Frontline Says Fujairah Ban to Spur Tanker Scrapping
Monday, 16 November 2009
Frontline Ltd., the world’s biggest supertanker company, said owners of single-hulled vessels are more likely to scrap their ships after the Port of Fujairah said it would ban them next year. Fujairah, in the United Arab Emirates, is the most common regional refueling point for ships carrying crude from the Persian Gulf. About 90 supertankers, or 17 percent of the global fleet, have single hulls, according to Lloyd’s Register-Fairplay data on Bloomberg. “It’s another nail in the coffin for single-hull ships,” Jens Martin Jensen, Singapore-based chief executive officer of Frontline’s management unit, said by phone today. Fujairah’s ban is “a push in the right direction” that may contribute to the fleet shrinking next year, he said.
The International Maritime Organization, a United Nations agency with 169 members, will implement a global ban on single- hull tankers from next year. Nations can opt out until 2015. The European Union called the ship design “more accident-prone” in 2003 and London-based BP Plc says it won’t hire them because of the risk of leaking, favoring double-hulled ships instead.
Frontline operated a fleet of 84 tankers including seven single-hull carriers according to its quarterly earnings report on Aug. 28. The majority of its single-hulled ships are leased out on fixed fees until the end of next year.
Shipping Costs
Shipping costs on the industry-benchmark Saudi Arabia to Japan shipping route climbed 5.4 percent to 46.39 Worldscale points yesterday, according to the London-based Baltic Exchange. Daily returns from the voyage rose 16 percent to $21,584.
The number of in-service vessels grew 5 percent to 524 carriers this year, according to Lloyd’s Register-Fairplay. By contrast, global seaborne trade in crude oil declined 4.9 percent to 36.4 million barrels a day, ICAP Shipping International Ltd. said in a report Nov. 11.
“We believe single-hull ships will be gradually phased out within 2010,” Rikard Vabo and Lars Erich Nilsen, analysts at Oslo-based investment bank Fearnley Fonds A/S, said in a report today. There are other refueling and servicing ports available within the Middle East, the analysts said.
Source: Alaric Nightingale, Bloomberg