| Oznaka | Vrijednost | Promet | Količina | Kupovna | Prodajna | Promjena |
|---|---|---|---|---|---|---|
ULPL | 12,88 | 3.105 | 241 | 12,70 | 13,50 | -0,74% |
Uljanik markets oldest bulkers
Croatian owner Uljanik Plovidba is understood to be selling its three oldest bulkers, with the likelihood it will chalk up major losses on the disposals.
Sources say the trio of supramaxes — the 53,700-dwt Levan (built 2006), 56,000-dwt Marlera and 53,000-dwt Volme (both built 2004) — are available for inspection now or within this month.
The Marlera (ex-Star Phoenix) was the most expensive acquisition of the three. It was purchased in July 2007 for $61m. Online platform VesselsValue.com, says it is currently worth just $9.87m.
Uljanik Plovidba paid $44.8m in December 2006 for the Volme (ex-Star Bergen), which today, according to VesselsValue.com, would be worth about $9.55m. Three months earlier, in September 2006, the Pula-based company paid $42.5m for the Levan (ex-Annou G), which is now said to be worth $7.38m.
That means the total outlay on the three bulkers was some $148.3m, while their current estimated value totals less than $27m.
The trio are also the only foreign-built units in the company’s fleet. The remaining bulkers under Uljanik Plovidba’s control are four supramaxes built in Croatia. The 52,000-dwt Veruda (built 2011), Stoja (built 2012) and Punta (built 2013) came out of Uljanik Shipyard, as will the Valovine, which is listed as due for delivery in May.
Uljanik Shipyard and Uljanik Plovidba are separate entities.
In February, Uljanik Plovidba announced losses for a second consecutive year. Its annual results for 2014 showed a net loss of HRK 4.45m ($0.66m), almost 10% worse than 2013.
Total revenue took a big hit, dropping to HRK 7m from HRK 36.5m the previous year. Operating profit declined by 81% to HRK 1.5m.
In addition to the bulkers, Uljanik Plovidba has four medium-range (MR) tankers.
Vaš link …
Oni su izjavili i da je prodan “VERIGE” za 25m Grcima,a nije,pa sad koliko su vjerodostojni
Vaš link …
Pa ako uspješno prodaju oava tri bulka eto love za novogradnje…
o ovom je ja mislio kad sam nedavno pokušao izračunati NAV – “That means the total outlay on the three bulkers was some $148.3m, while their current estimated value totals less than $27m.” (citat iz posta kolege mulca) …oni to knjigovodstveno vode pod višestruko većim iznosom.
Odlično, rješe se 3 bulkera gubitaša, i posluju sa garantiranim plusom, sa 4 tankera i 2 bulka, plus novac na računu. Svakako najozbiljniji managment u domaćih brodara.
Trenutni događaji idu u prilog ULPL:
– vrijednost USD raste
– BDI za supramaxe raste
– cijena nafte je niska
– pozitivno poslovanje u 1.Q/2015
– BCIY:IND raste
Ipak cijena dionice pada. Investitori još uvijek nemaju povjerenja u ULPL. Treba sačekati poslovanje za 1.H. Ako i dalje bude pozitivno, možemo očekivati blagi porast, ako ne, nastavak pada. Sve u svemu, malo je sreće sa ovom dionicom.
[emo_vrtimise]
Za očekivati je da će nakon objave izvještaja za 1H biti isto kao i nakon 1Q – par dana euforije, onda opet na staro.
Brodari su kao sektor izvan fokusa investitora. A nisu svi isti.
Strpljenja …
Baltic Tanker indexi
http://www.lloydslistintelligence.com/llint/tankers/baltic-index.htm
Ova firma više od godinu dana duguje pomorcima jednu plaću,tj.isplaćuje plaće s mjesecom zakašnjenja,a s obzirom na nisku likvidnost uskoro će biti i duža kašnjenja,što je jako opasno po firmu…
@ lapad
o kakvoj opasnosti ti pričaš…[emo_zacudjen]
Lijepo izgleda ova sličica. Bulkeri o tim razinama za sada mogu samo sanjati:
https://www.bimco.org/sitecore/content/home/reports/market_analysis/2015/~/media/21F33EF09E864E0BA235DB982F05732F.ashx