GOGL -Vi er i startgropen i en supersyklus (4)
Lager nok en ny tråd, da forumet ikke takler store tråder.
Her er link til den forrige tråden:
https://finansavisen.no/forum/thread/146399/view
Her er link til den forrige tråden:
https://finansavisen.no/forum/thread/146399/view
Golden Goat
16.11.2022 kl 15:36
4395
KJEPET skrev All in snitt 91,50 :-)
Sinnsykt stup på aksjen der, ja. Da får jeg forhåpentligvis billige aksjer for utbyttet.
Vampyren
16.11.2022 kl 12:52
4519
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er ned 2,79 prosent til 11.054 dollar pr dag, ifølge The Baltic Exchange.
KJEPET
16.11.2022 kl 10:52
4677
Ingen som har trua på dette fra Vale? Historien tilsier jo ikke akkurat at de alltid treffer...... Men OM de skulle treffe :-)
https://www.mining.com/vale-aims-to-produce-400m-tonnes-of-iron-ore-by-early-2023/
https://www.mining.com/vale-aims-to-produce-400m-tonnes-of-iron-ore-by-early-2023/
Golden Goat
16.11.2022 kl 10:35
4717
Forskjellen denne gangen er at det er betryggende å vite at GOGL kan når som helst velge når de skal bygge bok på 10m aksjer.
KJEPET
16.11.2022 kl 10:27
4654
Golden Goat skrev Mye kan skje så lenge Onkel Sam sover. :) Våkner om et par timer.
Denne type panikk på OSE har jeg sett 100-vis av ganger i gogl. Denne gangen har jeg tenkt til å utnytte den til min fordel. Skal ikke se bort ifra at den kan handles helt ned mot 90.- før klokka 14.30 i dag.
Golden Goat
16.11.2022 kl 10:20
4678
Mye kan skje så lenge Onkel Sam sover. :) Våkner om et par timer.
KJEPET
16.11.2022 kl 10:12
4705
Alltid hyggelig å være en del av gogl-laget. Jeg går all inn igjen denne uka. Ligger med kjøp på 91-91,50 for i dag, så får vi se om panikken fører til kjøp av alt i dag :-)
Redigert 16.11.2022 kl 10:17
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Golden Goat
16.11.2022 kl 10:06
4679
Få ting er mer gledelig enn å ha Kjepet med på laget. Velkommen tilbake om så det bare er en mindre posisjon du har sikret deg. :)
KJEPET
16.11.2022 kl 09:48
4700
Ser kursen ligger og snuser på 80-tallet igjen (dagens kurs - utbytte). Kanskje på tide å gå inn igjen? Kjøpte litt på 93,80.-, og går inn igjen om den ramler litt til utover dagen :-)
Ser at malmen har steget til 734 yuan nå, så optimismen har vendt tilbake i China.
Ser at malmen har steget til 734 yuan nå, så optimismen har vendt tilbake i China.
Redigert 16.11.2022 kl 09:50
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Golden Goat
16.11.2022 kl 09:48
4691
PSI- Investor skrev Hvordan kommer du til at Q4 ligger an til å bli bedre enn Q3?
Trodde ved første øyekast at tallene var aggregerte, men ser nå at de ikke er det. Nedgangen i pmax er større enn oppgangen i cape, selv om pmax er 1/3 av flåpten og cape er 2/3, så det er faktisk en marginal nedgang for Q4 dersom de sluttede ratene blir 'fasit' for hele Q4:
Q3 Cape / pmax: $22,658 per day / $23,562 per day
Q4 Cape / pmax: $23,100 per day / $19,100 per day
Q3 Cape / pmax: $22,658 per day / $23,562 per day
Q4 Cape / pmax: $23,100 per day / $19,100 per day
PSI- Investor
16.11.2022 kl 09:34
4721
Hvordan kommer du til at Q4 ligger an til å bli bedre enn Q3?
Moll1
16.11.2022 kl 08:39
4819
EPS som forventet. Litt skuffet over dividende dog. Hadde håpet de ville dra på med 50 Cent.
Golden Goat
16.11.2022 kl 08:13
4949
Golden Goat skrev EPS: $0.52 DPS: $0.35
Mitt takeaway fra highlights:
De velger å tilbakeholde mer kontanter enn det jeg trodde. Utbyttet er hverken veldig godt eller dårlig. Lav Div/EPS begrunnes nok i at at kontanter skal brukes for gjenkjøp av aksjer. Den gode nyheten er at Q4 ligger ann til å gjøre det bedre enn Q3, hvilket ligger veldig klart i kortene gitt rateutviklingen, men er uansett veldig velkomment. De få slutninger som er tatt for Q1 er på gode nivå, om disse er indikative for den reelle intekten for Q1, så ligger vi ann til å ha greie utbytter de to neste kvartalene også.
De velger å tilbakeholde mer kontanter enn det jeg trodde. Utbyttet er hverken veldig godt eller dårlig. Lav Div/EPS begrunnes nok i at at kontanter skal brukes for gjenkjøp av aksjer. Den gode nyheten er at Q4 ligger ann til å gjøre det bedre enn Q3, hvilket ligger veldig klart i kortene gitt rateutviklingen, men er uansett veldig velkomment. De få slutninger som er tatt for Q1 er på gode nivå, om disse er indikative for den reelle intekten for Q1, så ligger vi ann til å ha greie utbytter de to neste kvartalene også.
nman
16.11.2022 kl 08:02
4990
GOGL - Third Quarter 2022 Results
Golden Ocean Group Limited (NASDAQ/OSE: GOGL) (the "Company" or "Golden Ocean"),
the world's leading owner of large size dry bulk vessels, today announced its
unaudited results for the three and nine months period ended September 30, 2022.
Highlights
* Net income of $104.6 million and earnings per share of $0.52 for the third
quarter of 2022 compared with net income of $163.7 million and earnings per
share of $0.82 for the second quarter of 2022.
* Adjusted EBITDA of $118.2 million for the third quarter of 2022, compared
with $191.6 million for the second quarter of 2022.
* Reported TCE rates for Capesize and Panamax/Ultramax vessels of $22,658 per
day and $23,562 per day, respectively, in the third quarter of 2022.
Reported TCE rate for the total fleet of $23,017 per day.
* Completed the sale of two Ultramax vessels Golden Cecilie and Golden
Cathrine, and recorded a gain of $21.9 million, and net cash proceeds of
$43.0 million.
* Announced a share buy-back program of up to $100.0 million.
* Estimated TCE rates, inclusive of charter coverage, calculated on a load-to-
discharge basis are approximately:
* $23,100 per day for 75% of Capesize available days and $19,100 per day
for 78% of Panamax available days for the fourth quarter of 2022; and
* $21,300 per day for 4% of Capesize available days and $21,150 per day
for 21% of Panamax available days for the first quarter of 2023.
* Announced a cash dividend of $0.35 per share for the third quarter of 2022,
payable on or about December 5, 2022 to shareholders of record on November
28, 2022. Shareholders holding the Company's shares through Euronext VPS may
receive this cash dividend later, on or about December 7, 2022.
Ulrik Andersen, Chief Executive Officer, commented:
Golden Ocean Group Limited (NASDAQ/OSE: GOGL) (the "Company" or "Golden Ocean"),
the world's leading owner of large size dry bulk vessels, today announced its
unaudited results for the three and nine months period ended September 30, 2022.
Highlights
* Net income of $104.6 million and earnings per share of $0.52 for the third
quarter of 2022 compared with net income of $163.7 million and earnings per
share of $0.82 for the second quarter of 2022.
* Adjusted EBITDA of $118.2 million for the third quarter of 2022, compared
with $191.6 million for the second quarter of 2022.
* Reported TCE rates for Capesize and Panamax/Ultramax vessels of $22,658 per
day and $23,562 per day, respectively, in the third quarter of 2022.
Reported TCE rate for the total fleet of $23,017 per day.
* Completed the sale of two Ultramax vessels Golden Cecilie and Golden
Cathrine, and recorded a gain of $21.9 million, and net cash proceeds of
$43.0 million.
* Announced a share buy-back program of up to $100.0 million.
* Estimated TCE rates, inclusive of charter coverage, calculated on a load-to-
discharge basis are approximately:
* $23,100 per day for 75% of Capesize available days and $19,100 per day
for 78% of Panamax available days for the fourth quarter of 2022; and
* $21,300 per day for 4% of Capesize available days and $21,150 per day
for 21% of Panamax available days for the first quarter of 2023.
* Announced a cash dividend of $0.35 per share for the third quarter of 2022,
payable on or about December 5, 2022 to shareholders of record on November
28, 2022. Shareholders holding the Company's shares through Euronext VPS may
receive this cash dividend later, on or about December 7, 2022.
Ulrik Andersen, Chief Executive Officer, commented:
nman
16.11.2022 kl 07:49
5018
Eiendomssektoren i Kina viser tegn til bedring.
But while the downtrend continues, China’s property market has shown some positive changes, a National Bureau of Statistics spokesman said.
…
After a rout in October amid worries about demand prospects, Dalian iron ore has rebounded this month by 17%, but is off 18% from this year’s peak seen in June.
“The pessimism in the market has eased,” Huatai Futures analysts said in a note, after China vowed to keep fine-tuning its COVID-19 containment approach following the easing of some rules, and regulators outlined 16 steps to support property developers.
https://www.hellenicshippingnews.com/iron-ore-rises-on-china-covid-rules-easing-property-support/
But while the downtrend continues, China’s property market has shown some positive changes, a National Bureau of Statistics spokesman said.
…
After a rout in October amid worries about demand prospects, Dalian iron ore has rebounded this month by 17%, but is off 18% from this year’s peak seen in June.
“The pessimism in the market has eased,” Huatai Futures analysts said in a note, after China vowed to keep fine-tuning its COVID-19 containment approach following the easing of some rules, and regulators outlined 16 steps to support property developers.
https://www.hellenicshippingnews.com/iron-ore-rises-on-china-covid-rules-easing-property-support/
nman
15.11.2022 kl 17:53
5340
Blir spennende i morgen.
Uklart om det bokføres 10-11 cent pr aksje i salgsgevinst.
The aggregate sale price of the Ultramax vessels is $63 million, and the Company expects to record a gain of approximately $22 million from sale and receive net cash proceeds of approximately $41 million in late Q3/early Q4 2022. The sales proceeds will fund the expected equity portion payable for the three Kamsarmax newbuilding orders placed.
Derivat-tradingen har jeg ingen formening om. Det var også en salgsgevinst sist på 9.5mill USD.
Mitt tips er 0.6/0.5 (EPS/DPS), men de holder kanskje igjen noen ekstra cent for mulige aksjetilbakekjøp.
Uklart om det bokføres 10-11 cent pr aksje i salgsgevinst.
The aggregate sale price of the Ultramax vessels is $63 million, and the Company expects to record a gain of approximately $22 million from sale and receive net cash proceeds of approximately $41 million in late Q3/early Q4 2022. The sales proceeds will fund the expected equity portion payable for the three Kamsarmax newbuilding orders placed.
Derivat-tradingen har jeg ingen formening om. Det var også en salgsgevinst sist på 9.5mill USD.
Mitt tips er 0.6/0.5 (EPS/DPS), men de holder kanskje igjen noen ekstra cent for mulige aksjetilbakekjøp.
KJEPET
15.11.2022 kl 15:21
5563
Rebar i China OPP http://www.sunsirs.com/uk/prodetail-927.html
Iron Ore kraftig OPP siste uka http://www.dce.com.cn/DCE/Products/Industrial/Iron%20Ore/index.html
Ser ut som om China er på vei ut av grøfta :-)
Iron Ore kraftig OPP siste uka http://www.dce.com.cn/DCE/Products/Industrial/Iron%20Ore/index.html
Ser ut som om China er på vei ut av grøfta :-)
Vampyren
15.11.2022 kl 12:33
5776
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er ned 5,20 prosent til 11.371 dollar pr dag, ifølge The Baltic Exchange.
Endre Mening
15.11.2022 kl 10:53
5916
Alejandreuta skrev Konsensus melder om et utbytte på 0,33 er positiv og tipper 0,4 jeg :-)
Tror også på 0,4. Fra Q2:
Reported TCE2 rates for Capesize and Panamax/Ultramax vessels of $30,661 per day and $27,581
per day, respectively, in the second quarter of 2022. Reported TCE rate for the total fleet of $29,431
per day
The Company's estimated TCE rates for the third quarter of 2022 are $27,900 per day for 80% of available
days for Capesize vessels and $27,100 per day for 96% of available days for Panamax vessels. These
estimates are forward looking statements and are based on time charter contracts entered by the Company
as well as current spot fixtures on the load-to-discharge method, whereby revenue is recognized on a
straight-line basis over the voyage from the commencement of loading to the completion of discharge. The
actual TCE rates to be earned will depend on the number of contracted days as well as the number of
ballast days at the end of the period when a vessel is sailing without cargo. According to the load-todischarge accounting method, the Company will not be able to recognize revenue for any ballast days or
uncontracted days at the end of the third quarter of 2022. At the same time, expenses for uncontracted
days cannot be deferred and will be recognized.
Adding attractive forward coverage, Golden Ocean has the fourth quarter of 2022, secured 25% of total
days at an average rate of $29,500 per day for Capesize vessels and 27% of total days for Panamax
vessels at an average rate of $21,900 per day.
Reported TCE2 rates for Capesize and Panamax/Ultramax vessels of $30,661 per day and $27,581
per day, respectively, in the second quarter of 2022. Reported TCE rate for the total fleet of $29,431
per day
The Company's estimated TCE rates for the third quarter of 2022 are $27,900 per day for 80% of available
days for Capesize vessels and $27,100 per day for 96% of available days for Panamax vessels. These
estimates are forward looking statements and are based on time charter contracts entered by the Company
as well as current spot fixtures on the load-to-discharge method, whereby revenue is recognized on a
straight-line basis over the voyage from the commencement of loading to the completion of discharge. The
actual TCE rates to be earned will depend on the number of contracted days as well as the number of
ballast days at the end of the period when a vessel is sailing without cargo. According to the load-todischarge accounting method, the Company will not be able to recognize revenue for any ballast days or
uncontracted days at the end of the third quarter of 2022. At the same time, expenses for uncontracted
days cannot be deferred and will be recognized.
Adding attractive forward coverage, Golden Ocean has the fourth quarter of 2022, secured 25% of total
days at an average rate of $29,500 per day for Capesize vessels and 27% of total days for Panamax
vessels at an average rate of $21,900 per day.
Golden Goat
15.11.2022 kl 08:02
6054
Alejandreuta skrev Konsensus melder om et utbytte på 0,33 er positiv og tipper 0,4 jeg :-)
Begynner å se at det mer interressante spørsmålet er:
Hva tror folk EPS blir og hvor mange prosent av dette (Div/EPS) tror man at GOGL velger å utbetale til utbytte for Q3?
For Q2 ble det utbetalt et utbytte 0,60 USD ved en EPS på 0,82 USD. Det resulterer i en Div/EPS = 73%.
For Q1, Div på 0,50 USD ved EPS = 0,63 USD. Div/EPS = 79%
Hva tror folk EPS blir og hvor mange prosent av dette (Div/EPS) tror man at GOGL velger å utbetale til utbytte for Q3?
For Q2 ble det utbetalt et utbytte 0,60 USD ved en EPS på 0,82 USD. Det resulterer i en Div/EPS = 73%.
For Q1, Div på 0,50 USD ved EPS = 0,63 USD. Div/EPS = 79%
Alejandreuta
14.11.2022 kl 22:05
6154
Konsensus melder om et utbytte på 0,33 er positiv og tipper 0,4 jeg :-)
nman
14.11.2022 kl 19:09
6332
Shorterne er uenige om veien videre. På fredag dekket MW inn 244k mens WQ økte med 175k.
https://ssr.finanstilsynet.no/Home/Details/BMG396372051
https://ssr.finanstilsynet.no/Home/Details/BMG396372051
Vampyren
14.11.2022 kl 15:18
6418
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er ned 6,34 prosent til 11.995 dollar pr dag, ifølge The Baltic Exchange.
nman
14.11.2022 kl 15:03
3267
Column: Iron ore's bounce may be based on more than just China hopes
LAUNCESTON, Australia, Nov 14 (Reuters) - The price of spot iron ore for delivery to north China has rallied from a two-year low as some optimism creeps back into the market that the worst may be over for the steel raw material.
…
While the market tends to focus on weakness in residential property construction, total construction has been holding up far better.
A recent presentation by Will Millsteed, Rio Tinto's (RIO.AX) head of market analysis, showed that China's total new starts by floor space was only just in negative territory for the first nine months of the year.
This is because floor starts by non-developers had been up more than 30% in the first nine months, almost offsetting the decline in starts by property developers.
"Buildings that are not constructed by developers consists of social housing, factory, warehouse, hospitals, schools, social wellbeing facilities, hotels, etc. Non-developers account for about 60% of overall building construction," the presentation said.
Strong electric vehicle sales have also helped keep auto sales in positive territory for the year to date, which in turn boosts steel demand, while infrastructure spending is also holding up.
Overall, the picture for steel demand outside of residential property is resilient, and if the outlook for the housing sector is improving, it could be a bullish signal for China's iron ore imports in coming months.
https://www.reuters.com/markets/commodities/iron-ores-bounce-may-be-based-more-than-just-china-hopes-2022-11-14/
LAUNCESTON, Australia, Nov 14 (Reuters) - The price of spot iron ore for delivery to north China has rallied from a two-year low as some optimism creeps back into the market that the worst may be over for the steel raw material.
…
While the market tends to focus on weakness in residential property construction, total construction has been holding up far better.
A recent presentation by Will Millsteed, Rio Tinto's (RIO.AX) head of market analysis, showed that China's total new starts by floor space was only just in negative territory for the first nine months of the year.
This is because floor starts by non-developers had been up more than 30% in the first nine months, almost offsetting the decline in starts by property developers.
"Buildings that are not constructed by developers consists of social housing, factory, warehouse, hospitals, schools, social wellbeing facilities, hotels, etc. Non-developers account for about 60% of overall building construction," the presentation said.
Strong electric vehicle sales have also helped keep auto sales in positive territory for the year to date, which in turn boosts steel demand, while infrastructure spending is also holding up.
Overall, the picture for steel demand outside of residential property is resilient, and if the outlook for the housing sector is improving, it could be a bullish signal for China's iron ore imports in coming months.
https://www.reuters.com/markets/commodities/iron-ores-bounce-may-be-based-more-than-just-china-hopes-2022-11-14/
fattigstakkar
14.11.2022 kl 12:52
3483
Nettopp fra Pareto:
Still negative estimate momentum
Focus on dividend-confidence and forward bookings
GOGL will report Q3 on Wednesday, and we have (again) revised our estimates down, now expect EPS of 0.41 and DPS of 0.3, some 10% below consensus. Focus to be on forward bookings, with weak spot markets recently. We continue to see weakness ahead which will create opportunities to invest. Still, with GOGL priced in line with current NAV and our 2023 estimates some 25% below consensus we remain on the sidelines. HOLD, TP USD 9.5 (NOK 95) (100), with asset values down since our last update.
Still negative estimate momentum
Focus on dividend-confidence and forward bookings
GOGL will report Q3 on Wednesday, and we have (again) revised our estimates down, now expect EPS of 0.41 and DPS of 0.3, some 10% below consensus. Focus to be on forward bookings, with weak spot markets recently. We continue to see weakness ahead which will create opportunities to invest. Still, with GOGL priced in line with current NAV and our 2023 estimates some 25% below consensus we remain on the sidelines. HOLD, TP USD 9.5 (NOK 95) (100), with asset values down since our last update.
Golden Goat
14.11.2022 kl 11:25
3621
Utfallet av denne er en stor katalysator/stopper for pmax ratene. Viktig å ha en stabil ordning på plass for at ratene skal ha sjangs til å komme seg opp til tidligere gode nivåer. Det kan dog tenkes as dersom ikke Russland blir med, så tar FN/Nato korridoren i egne hender og legger til rette for beskyttelse av skipsfart ex-Ukraina.
Golden Goat
14.11.2022 kl 10:20
3688
Ny kaffegrut fra Investtech for dem som liker det:
Automatisk teknisk analyse. Middels lang sikt, 11. nov 2022
Golden Ocean Group har brutt den fallende trendkanalen på mellomlang sikt, noe som i første omgang indikerer svakere falltakt. Aksjen ga kjøpssignal fra en omvendt-hode-og-skuldre-formasjon ved bruddet opp gjennom motstanden ved 92.99 kroner. Videre oppgang til 112 kroner eller mer er signalisert. Aksjen har marginalt brutt opp gjennom motstanden ved cirka 95.00 kroner. Etablert brudd vil indikere videre oppgang. Aksjen anses samlet sett teknisk positiv på mellomlang sikt.
Anbefaling en til seks måneders sikt: Kjøp
Automatisk teknisk analyse. Middels lang sikt, 11. nov 2022
Golden Ocean Group har brutt den fallende trendkanalen på mellomlang sikt, noe som i første omgang indikerer svakere falltakt. Aksjen ga kjøpssignal fra en omvendt-hode-og-skuldre-formasjon ved bruddet opp gjennom motstanden ved 92.99 kroner. Videre oppgang til 112 kroner eller mer er signalisert. Aksjen har marginalt brutt opp gjennom motstanden ved cirka 95.00 kroner. Etablert brudd vil indikere videre oppgang. Aksjen anses samlet sett teknisk positiv på mellomlang sikt.
Anbefaling en til seks måneders sikt: Kjøp
KJEPET
13.11.2022 kl 09:46
4284
Ehhh….. Fljo, er du investert i Gogl? Real Estate er 25-30% av Chinas GDP. Der trengs det masse stål.
Og stållagrene i China er for tiden ganske lave.
Og stållagrene i China er for tiden ganske lave.
Redigert 13.11.2022 kl 09:47
Du må logge inn for å svare
Fljo
13.11.2022 kl 08:35
4341
Og hva tenker du deg at GOGL skipene skal frakte til disse eiendommene?
nman
13.11.2022 kl 08:29
4335
Kina får nok etter hvert skikk på eiendomssektoren sin igjen.
BEIJING, Nov 13 (Reuters) - Chinese regulators have asked financial institutions to extend more support to property developers to shore up the country's struggling real estate sector, two sources with direct knowledge of the matter said on Sunday.
https://www.reuters.com/markets/asia/china-regulators-urge-more-financing-support-property-firms-sources-2022-11-13/
BEIJING, Nov 13 (Reuters) - Chinese regulators have asked financial institutions to extend more support to property developers to shore up the country's struggling real estate sector, two sources with direct knowledge of the matter said on Sunday.
https://www.reuters.com/markets/asia/china-regulators-urge-more-financing-support-property-firms-sources-2022-11-13/
nman
12.11.2022 kl 07:53
4796
Forhandlinger i gang når det gjelder fornyelse av avtalen om korneksport fra Svartehavet.
https://www.reuters.com/world/europe/un-begins-talks-with-russia-black-sea-grains-deal-2022-11-11/
https://www.reuters.com/world/europe/un-begins-talks-with-russia-black-sea-grains-deal-2022-11-11/
Golden Goat
11.11.2022 kl 14:33
5211
USDNOK skuffer formidabelt, ned 5% fra i går. Spiser vekk mye av aksjeverdien.
KJEPET
11.11.2022 kl 13:06
5333
Morsomt med Vampyren som kun poster BCI når det går ned. Så en liten stund siden sist med andre ord :-)
Redigert 11.11.2022 kl 13:14
Du må logge inn for å svare
Vampyren
11.11.2022 kl 12:52
5358
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er ned 6,53 prosent til 12.807 dollar pr dag, ifølge The Baltic Exchange.
nman
11.11.2022 kl 12:49
5318
Tipper de som posisjoner seg nå ila et par måneder - for så å sitte i ro de neste 3-4 årene (kanskje lengre) - vil få en formidabel avkastning :-)
Demand kommer til å trumfe ordrebok+IMO!
Demand kommer til å trumfe ordrebok+IMO!
Golden Goat
11.11.2022 kl 10:05
5401
De 2 siste handelsdagene på NASDAQ er første gang MA50 har utviklet seg positivt siden 24 Juni i år. De positive undertonene i aksjen begynner å stable seg oppå hverandre nå..
Golden Goat
11.11.2022 kl 09:58
5332
KJEPET skrev Nei. Pr. i dag har jeg ingen aksjer i gogl.
Kjøpsmulighetene kommer ca. annenhver dag, ikke noe å forhaste seg for. :)
KJEPET
11.11.2022 kl 09:55
5335
Realistoptimist skrev Kjøpte du deg inn igjen på dippen i går?
Nei. Pr. i dag har jeg ingen aksjer i gogl.
KJEPET
11.11.2022 kl 09:36
5377
Gratulerer til alle dere som beholdt roen og ikke ble fintet ut av alt snakket om HS-formasjonen og alt pratet om kursmål på 60.- osv. Lønner seg å stole på egne analyser, kombinert med god dose tålmodighet :-)
Golden Goat
11.11.2022 kl 09:31
5380
Vi er på n'te dag med kinesisk gjenåpningsoppgang i råvarefutures. Jernmalm opp enda en 5%'er:
http://www.sxcoal.com/news/4665353/info/en
http://www.sxcoal.com/news/4665353/info/en
Golden Goat
11.11.2022 kl 09:24
5403
En kuriositet ang. India: Indias befolkningstall kommer til å passere Kina sin i løpet av noen få måneder. Kina er 6 ganger (!!!) mer utviklet enn India, om India bare nærmer seg en liten del av den standarden Kina har, så kommer det til å ha store utslag på råvarer som skal fraktes. Det er hevet under enhver tvil at India, med en konstant årlig vekst mellom 6 og 7%, kommer til å ha en stadig større rolle videre inn i utviklingen av den globale økonomi.
https://www.bbc.com/news/science-environment-62126413
https://www.bbc.com/news/science-environment-62126413
nman
11.11.2022 kl 08:12
5490
Kull kommer (dessverre) til å være viktig i India langt frem i tid.
Coal will play an important role in India until at least 2040, the nation’s coal minister said on Wednesday, even as calls for countries to switch to cleaner forms of fuel intensify at U.N. climate talks taking place in Egypt.
https://www.hellenicshippingnews.com/india-says-will-need-coal-until-2040-and-beyond/
Coal will play an important role in India until at least 2040, the nation’s coal minister said on Wednesday, even as calls for countries to switch to cleaner forms of fuel intensify at U.N. climate talks taking place in Egypt.
https://www.hellenicshippingnews.com/india-says-will-need-coal-until-2040-and-beyond/