As global shipping grapples with its worst downturn in 30 years, privateequity firms are unwinding massive bets made on the sector in a move setto accelerate a restructuring of the shipping industry. Private equityinvested tens of billions in global shipping after the 2008 financial
crisis, but weaker Chinese demand and an oversupply of ships has drivendown freight rates and caused firms to idle vessels and in some cases filefor bankruptcy. At least five private-equity backed shipping firms areseeking share listings, though it’s unclear whether they will be able to
price them to make a profit. Industry sources also expect mergers andacquisitions to drive more consolidation in one of the world’s mostfragmented industries. According to shipping services firm Clarkson, 70percent of the sector’s thousands of firms own fewer than 51 vessels.
“People who invested in dry bulk are likely losing their shirts. Those
that invested in container ships probably feel disappointed,” said JimFurnivall, managing partner of Alterna Capital Partners. Ship ownersembarked on a massive ordering spree, partly fuelled by private equity,
from 2008 which created a glut of tanker, container ship and dry bulkshipping capacity. A balance between the fleet and cargo demand growth inthe dry bulk sector expected last year failed to materialise, amid anuncertain global economic outlook and slower growth in China, the world’s
biggest dry bulk market. This has put more pressure on cargo and ship
prices. The Baltic dry index – the industry benchmark for freight rates –
has plunged to an all-time low. The value of a new tanker or dry cargo
vessel is 13 percent lower than 10 years ago, said Ralph Leszczynski, head
of research at ship broker Banchero Costa. Five-year old secondhand ships
are around 35 percent cheaper, and average daily freight rates for tankers
and dry cargo ships are also below 2010 levels, he said

BDI raste, USD raste, cjena nafte pada, a cjena dionice također pada !?. To je moguće samo kod ULPL.
[emo_ljut]

Čekamo rezultate 1Q. Samo strpljivo.

dragi kolege, želim Vam da se bezobrazno obogatite na ovoj dionici ali u situaciji kad je ADRS-P-A na 33x kuna, besmisleno je spominjati ATH ULPL-a…kao što je napisao kolega na postu Jadroplova, pogledajte vozarine pa cijene brodova…kalkulator u ruke pa nek svak za sebe izračuna…ja sam se prije tjedan dva dobrano uplašio izračuna

@ skroznovi

Ajde podijeli s nama svoje izracune pa da prokomentiramo.
Ja sam svoje stavio.

pa već jesam na prethodnoj stranici

http://www.zse.hr/userdocsimages/novosti/RfsfHwxti7bby4YdaKbYbA==.pdf

Uljanik Plovidba d.d. – Najava sjednice Nadzornog odbora
Pogledajte 3. točaku dnevnog reda: Upotreba dobiti

Komentari?

Neraspoređena dobit i/ili dividenda u dionicama. Uporište:ULPL raspolaže sa trezorskim dionicama koje sačinjavaju 7,33% temeljnog kapitala, pa dio može biti isplačen kao dividenda. Bio bi to jak vjetar u leđa ove jadne dionice.
Šteta što je BDIY:IND počeo padati. Do sada je bio zadovoljavajući, što znači da tankerska komponenta nije imala gubitke.[emo_namigusa]

E ovo smo čekali par godina, ne mičem ni ja iz pozicije ovdje, tankeri masno zarađuju, a mi cijelo vrijeme rušili kao da je bulker.

Ovo će sad stopama Tankerske.

čini mi se da će MM morati uskoro sam sa sobom trgovati

Kad sam neki dan slao link na najavu sjednice NO sa točkom dnevnog reda Upotreba dobiti, očekivao sam neki plus u 1Q, ali ovo je značajno iznad mojih očekivanja.
74mkn nekonsolidirane te 69mkn konsolidirane sveobuhvatne dobiti je stvarno ugodno iznenađenje.

ali operativni rezultat je lošiji nego prije godinu dana. bili bi mađioničari da nije. sve rekla uprava u komentaru, tankerske vozarine stabilne, dok su bulkerske u padu. u kunama isti prihod od vozarina kao prošle godine, makar dolar skočio 20%.

a jel zna netko da li oni na kraju onda imaju 9 ili 10 brodova?