@KressoM
Hvala. I previše razmišljam, ali i dalje nisam pametna. Tankerska kao firma vrijedi puno više nego dionica Tankerske. Ali kad ću ja svoje prodati po 500 kuna? Kad kolega skroznovi (sorry kolega) i ostali na forumu ne budu švorc kao i ja. A povrat od dividende mi ne baš ne čeka. Nisu baš bili izdašni po pitanju isplate dividende ni kad su im rezultati bili najbolji.

Ah….pa to i jesu “problemi” burze u RH…. Kada i kako… Strah da će kapital ostati zarobljen…. Ne znam što da vam kažem. I sam posjedujem neke dionice koje su jako nelikvidne (za koje je TNPL ekstra likvidan) jer sam se prije kupnje pomirio da ću u njima možda biti i 30 godina (ako budem živ…). Ali od tih dionica onda očekujem i enormnu zaradu (veći rizik-veća očekivanja). Međutim, zato je tu diverzifikacija portfelja i sami ćete odlučiti u koje i kakve dionice uložiti koliko novaca….

rast vozarina je najbolji lijek protiv straha. evo jedna doza
Baltic Tanker Dirty Index (BDIY)

06 NOV 2014 833 + 8
05 NOV 2014 825 + 5
04 NOV 2014 820 + 7
03 NOV 2014 813 + 4
31 OCT 2014 809 + 14

niz ide dalje

07 NOV 2014
839 + 6 833 + 8 825 + 5 820 + 7 813 + 4

Baltic Dirty Tanker Index [BDTI] Nov 14, 2014 — 871
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vani se procjenjuje da je odlično vijeme za ulaganje u tankerske kompanije http://www.hellenicshippingnews.com/millions-of-barrels-of-oil-floating-in-the-ocean/

Rising demand and stagnant oil tanker capacity is a recipe for higher tanker rates and profits for the companies involved in the industry.
According to The Wall Street Journal, day rates for oil tankers are on the rise, with rates soaring 27% in the past month alone!
On average, tanker rates in the third quarter of 2014 were the highest for any third quarter since 2008.

There are a number of oil tanker stocks from which to choose. But two solid choices are Nordic American Tanker (NAT) and Tsakos Energy Navigation (TNP).

NAT owns a fleet of 22 Suezmax vessels, and right now it’s selling for only 75% of the book value and offers a yield of about 7%. That means investors can collect the dividend while Wall Street is still waking up to the higher profits coming in the door.

TNP operates 33 vessels in the oil trade. This stock is trading for about 50% of the book value and has a decent yield of about 3%. The management at TNP summed up the current conditions for the sector nicely, calling the drop in the oil price a “double blessing” for the company.
Not only has it made the cost of doing business (fuel for the tankers) cheaper, but the cheapness of oil has increased the need to store oil in tankers, the contango trade. In fact, TNP management says that spot rates have doubled over the past year for the ships it owns.

Those kinds of favorable tailwinds are just what the oil shipping industry needs.
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a kod nas je nažalost, kako vidimo, TNPL pozicija koja se krati 🙁

http://www.clarksons.net/sin2010/markets/Market.aspx?news_id=36127

The rate on the cross-Med route was driven up to WS 95 by a strong Aframax
market. On the back of this, the rate on the WAF-Med route increased to WS 85.
Suezmax average earnings increased 12% w-o-w to $40,362/day.

http://www.clarksons.net/sin2010/markets/Market.aspx?news_id=36128

In the Med and Black Sea rates surged this week, with the rate on the Black
Sea-Med route increasing to WS 160, with rumours that owners are pushing for
even higher rates. Conversely, activity in the North Sea and Baltic was very
limited although the rate on the cross-UKC route increased to WS 120. Aframax
average earnings rose 17% w-o-w to $43,257/day.
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neka svak za sebe sudi ali ja mislim da nije vrijeme za prodaju 🙂

Netko krati, netko skuplja…OK…svako imasvoju viziju. Jučerašnji index je napravio najveći skok od početka rasta (sa 871 na 909)…Tu bi usitinu moglo biti dosta lijepih vijesti…

Kao što smo već ponovili, za Tankersku da, ali za nas dioničare ne.
Moje skromno mišljenje je da ovdje neće biti rasta tako dugo dok neki jači igrač ne počne skupljati dionice Tankerske.
Kada će to biti ….

Slabo.
Niste odradili dz.
Malo dijete bi moglo trgovati na burzi kada bi sve ovisilo o tankerskom indexu.
Hallo?
Ne pitate se zasto su vani tankerske dionice u padu ove godine?
Neke cak u slobodnom padu.
DHF ove godine -24%
NAT ove godine -15%
Frontline ove godine -70%

Gospodo draga.
Nije to tako jednostavno.

A to ce bit…nikad. Pa nisu se oni slucajno delistali i zele rastjerati sve preostale dionicare.

Čovjek treba biti pošten pa prikazati i drugu stranu medalje.
Teekay Tankers Ltd. (TNK)
19.11.2013 – 2,74 USD
19.11.2014 – 4,25 USD
ili ti ga porast od 55%
Vaš link …

BDTI 964 – Nov 19, 2014

..brutalan rast od skoro 40% u zadnjih 30 dana.

Ovaj nivo bi se trebao zadržati narednih 3 mjeseca i donijeti Tankerskoj 1/3 love za kupnju Jadroplova…ako se ipak odvaže 🙂