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
Hardingen
26.08.2022 kl 15:15
6534
China Adds 1 Trillion Yuan More of Stimulus to Rescue Growth
# 1
https://twitter.com/JHannisdahl/status/1563121861185400833?s=20&t=d2r3typyiSH6UKrdLqSJpw
# 1
https://twitter.com/JHannisdahl/status/1563121861185400833?s=20&t=d2r3typyiSH6UKrdLqSJpw
fattigstakkar
26.08.2022 kl 17:10
6394
Fascinerende å se hvor ulikt OSE og Nasdaq handler GOGL. Nesten komisk.
fattigstakkar
26.08.2022 kl 17:22
6396
Og dollaren stiger kraftig, så kursen i kroner blir enda høyere.
102,6 nå. Opp over 4% fra OSE
102,6 nå. Opp over 4% fra OSE
Redigert 26.08.2022 kl 17:38
Du må logge inn for å svare
nman
27.08.2022 kl 08:37
6086
MW og WQ økte shorten med til sammen 425k på torsdag.
https://ssr.finanstilsynet.no/Home/Details/BMG396372051
https://ssr.finanstilsynet.no/Home/Details/BMG396372051
Golden Goat
29.08.2022 kl 08:13
5385
- Are still completely dependent on fossil fuel
- One can easily forget that the densely populated parts of the world are completely dependent on fossil fuel, and will be so for a long time to come, says John Fredriksen.
- I know we are facing a shift towards more sustainable growth, but it will take time. And we can see the effect of the desire for rapid changes now, especially on energy prices, says John Fredriksen to Finansavisen.
- One can easily forget that the densely populated parts of the world are completely dependent on fossil fuels, and will be so for a long time to come, he says.
Fredriksen's listed dry cargo shipping company Golden Ocean Group has ten so-called kamsarmax ships on order. It is an investment of 272 million dollars, equivalent to 2.6 billion kroner.
The ships - all of which are 85,000 deadweight tonnes - will be delivered from the Chinese shipyard Dalian Shipbuilding Industry Corp. during the next two years.
Golden Ocean Group has ordered 10 new so-called kamsarmax ships, bulk carriers of around 85,000 deadweight tonnes, at a shipyard in China. They are to be delivered next year and in 2024/2025.
- Follow closely
According to VesselsValue, Fredriksen's private company Seatankers has a further four aframax tankers of 115,000 deadweight tonnes under construction in China. The price tag here will be 186 million dollars. The shipowner himself will not comment on this.
- For bulk and tank, fleet growth is now the lowest in 20 years, and the same applies to the order books. We have invested heavily in efficient tonnage that can be competitive for the future, with lower emissions requirements. These are therefore two shipping segments I follow closely, with great interest now, says Fredriksen about bulk and tanker shipping.
About the background for the positioning, he says:
- The demand for raw materials such as coal, iron ore and oil has grown steadily in line with global development for decades.
Last year, Golden Ocean expanded its fleet with 18 newbuildings – kamsarmaxes and newcastlemaxes – which Fredriksen had ordered and owned privately. The transaction amounted to 752 million dollars and the ships today form part of the core fleet of the Golden Ocean Group.
At that time, the purchase price was settled by a combination of issuing new shares and with cash.
Head of analysis Nicolai Hansteen at the shipbroker Lorentzen & Co. in Oslo is convinced that the dry cargo market is facing a new, solid upswing.
This particularly applies to the large ships; capesize and Newcastlemax carriers, he believes.
- Right now the atmosphere is weak and the outlook uncertain. But we believe it is only a matter of time before iron ore exports from Brazil pick up properly again. We expect that large volumes of ore will be shipped from Brazil, and that most of it will go to China.
- There will be new stimulus packages from the authorities to get the wheels moving properly again after the problems in the construction industry and the downturn in the wake of the covid closures. They will increase the demand for steel.
- What many may not think about is that the dramatic energy situation in the world with extremely high natural gas prices will also contribute to increased demand for bulk carriers.
- Both in Europe and Asia there is now a great need for coal. Here, a battle for scarce resources can be expected and many ships will be employed in such shipping.
Extraordinary situation
Hansteen also refers to the crying need for grain.
- The drought in several places in the world is creating a completely extraordinary situation with a need for grain shipments. I can't remember the world facing such a challenge before.
- Fortunately, it now seems that exports from Ukrainian ports are slowly getting started. So far, 14 ships have left the country with grain on board, a further 9 are in place and another 10 are expected to dock during August.
- Traditionally, many new buildings have been delivered from the shipyards. But that is no longer the case. From 2023, net zero growth in the dry cargo fleet is expected and from 2024, new environmental requirements - which lead to reduced speed and the phasing out of the very oldest ships - will mean that the fleet will be reduced.
- This contributes to the fact that we are probably now facing a long-term strong market in dry cargo, says Hansteen.
Billion dividends
Over the past year and a half, Golden Ocean Group has been a real dividend machine. After a new, strong quarter (see separate issue), the shipping company has decided to pay out a share dividend of USD 0.60. The consensus among analysts was $0.48.
Altogether, this means that well over 120 million dollars, approximately NOK 1,166 million, will shortly be sent to the owners.
Since the first quarter of 2021, a dividend of USD 3.60 per share in the company, a total of 720 million dollars - equivalent to around 7 billion kroner.
The net result in the three-month period April-June ended at USD 163.7 million, corresponding to USD 0.82 per share. stock. It was better than in the first quarter, when the profit was 125.3 million dollars.
It includes $29.3 million in miscellaneous gains related to the sale of three ships, interest rate swaps and investments in affiliates; SwissMarine, United Freight Carriers and TFG Marine.
In the second quarter, this type of gain added up to $33.3 million.
In early trading after the presentation of results, the Golden Ocean share was up 3.78 per cent to NOK 105.80 on Thursday. At 2 p.m. it was traded for NOK 104.95.
Clarksons Securities operates with a buy recommendation and a price target of NOK 125.
- One can easily forget that the densely populated parts of the world are completely dependent on fossil fuel, and will be so for a long time to come, says John Fredriksen.
- I know we are facing a shift towards more sustainable growth, but it will take time. And we can see the effect of the desire for rapid changes now, especially on energy prices, says John Fredriksen to Finansavisen.
- One can easily forget that the densely populated parts of the world are completely dependent on fossil fuels, and will be so for a long time to come, he says.
Fredriksen's listed dry cargo shipping company Golden Ocean Group has ten so-called kamsarmax ships on order. It is an investment of 272 million dollars, equivalent to 2.6 billion kroner.
The ships - all of which are 85,000 deadweight tonnes - will be delivered from the Chinese shipyard Dalian Shipbuilding Industry Corp. during the next two years.
Golden Ocean Group has ordered 10 new so-called kamsarmax ships, bulk carriers of around 85,000 deadweight tonnes, at a shipyard in China. They are to be delivered next year and in 2024/2025.
- Follow closely
According to VesselsValue, Fredriksen's private company Seatankers has a further four aframax tankers of 115,000 deadweight tonnes under construction in China. The price tag here will be 186 million dollars. The shipowner himself will not comment on this.
- For bulk and tank, fleet growth is now the lowest in 20 years, and the same applies to the order books. We have invested heavily in efficient tonnage that can be competitive for the future, with lower emissions requirements. These are therefore two shipping segments I follow closely, with great interest now, says Fredriksen about bulk and tanker shipping.
About the background for the positioning, he says:
- The demand for raw materials such as coal, iron ore and oil has grown steadily in line with global development for decades.
Last year, Golden Ocean expanded its fleet with 18 newbuildings – kamsarmaxes and newcastlemaxes – which Fredriksen had ordered and owned privately. The transaction amounted to 752 million dollars and the ships today form part of the core fleet of the Golden Ocean Group.
At that time, the purchase price was settled by a combination of issuing new shares and with cash.
Head of analysis Nicolai Hansteen at the shipbroker Lorentzen & Co. in Oslo is convinced that the dry cargo market is facing a new, solid upswing.
This particularly applies to the large ships; capesize and Newcastlemax carriers, he believes.
- Right now the atmosphere is weak and the outlook uncertain. But we believe it is only a matter of time before iron ore exports from Brazil pick up properly again. We expect that large volumes of ore will be shipped from Brazil, and that most of it will go to China.
- There will be new stimulus packages from the authorities to get the wheels moving properly again after the problems in the construction industry and the downturn in the wake of the covid closures. They will increase the demand for steel.
- What many may not think about is that the dramatic energy situation in the world with extremely high natural gas prices will also contribute to increased demand for bulk carriers.
- Both in Europe and Asia there is now a great need for coal. Here, a battle for scarce resources can be expected and many ships will be employed in such shipping.
Extraordinary situation
Hansteen also refers to the crying need for grain.
- The drought in several places in the world is creating a completely extraordinary situation with a need for grain shipments. I can't remember the world facing such a challenge before.
- Fortunately, it now seems that exports from Ukrainian ports are slowly getting started. So far, 14 ships have left the country with grain on board, a further 9 are in place and another 10 are expected to dock during August.
- Traditionally, many new buildings have been delivered from the shipyards. But that is no longer the case. From 2023, net zero growth in the dry cargo fleet is expected and from 2024, new environmental requirements - which lead to reduced speed and the phasing out of the very oldest ships - will mean that the fleet will be reduced.
- This contributes to the fact that we are probably now facing a long-term strong market in dry cargo, says Hansteen.
Billion dividends
Over the past year and a half, Golden Ocean Group has been a real dividend machine. After a new, strong quarter (see separate issue), the shipping company has decided to pay out a share dividend of USD 0.60. The consensus among analysts was $0.48.
Altogether, this means that well over 120 million dollars, approximately NOK 1,166 million, will shortly be sent to the owners.
Since the first quarter of 2021, a dividend of USD 3.60 per share in the company, a total of 720 million dollars - equivalent to around 7 billion kroner.
The net result in the three-month period April-June ended at USD 163.7 million, corresponding to USD 0.82 per share. stock. It was better than in the first quarter, when the profit was 125.3 million dollars.
It includes $29.3 million in miscellaneous gains related to the sale of three ships, interest rate swaps and investments in affiliates; SwissMarine, United Freight Carriers and TFG Marine.
In the second quarter, this type of gain added up to $33.3 million.
In early trading after the presentation of results, the Golden Ocean share was up 3.78 per cent to NOK 105.80 on Thursday. At 2 p.m. it was traded for NOK 104.95.
Clarksons Securities operates with a buy recommendation and a price target of NOK 125.
Golden Goat
29.08.2022 kl 11:05
5269
Kinacapen, forhåpentligvis, stanger ned i gulvet på en blank 5-høvding. Ned 2,2%:
China-Japan/Pacific Round Voyage: 5000 (-113)
China-Japan/Pacific Round Voyage: 5000 (-113)
The Godfather
29.08.2022 kl 13:43
5052
China steel sector turning corner as demand, margins improve
https://www.marketscreener.com/news/latest/China-steel-sector-turning-corner-as-demand-margins-improve-Russell--41638122/
https://www.marketscreener.com/news/latest/China-steel-sector-turning-corner-as-demand-margins-improve-Russell--41638122/
nman
29.08.2022 kl 22:08
4722
Nytt gruveprosjekt i Vest-Australia. Oppstart allerede neste år. Første utskipning planlagt i slutten av året.
https://www.mining.com/minres-greenlights-2-1bn-onslow-iron-ore-project/
https://www.mining.com/minres-greenlights-2-1bn-onslow-iron-ore-project/
Golden Goat
29.08.2022 kl 22:47
4761
Jadda, det er ingen som har trua på tørrbulk. Taylor prøver bare å kaste penger ut vinduet når de tilbyr penger for å kjøpe opp Grindrod...: /s
Taylor Maritime makes $494m offer for dry bulk rival Grindrod Shipping
UK-listed group will pay $21 cash per share with a $5 dividend coming from the Singapore firm after emerging from pack of public suitors
London-listed Taylor Maritime Investments (TMI) is making a takeover offer for Grindrod Shipping that values the Singapore and Nasdaq-listed bulker owner at $494m.
Taylor Maritime, which already holds a 26% stake in Grindrod, would use a non-binding cash offer of $26 per share to create an enlarged owner of handysize up to ultramax bulkers.
Monday’s disclosure effectively confirms a 6 April TradeWinds report indicating Grindrod was in play after it chose not to seek a permanent successor to retired chief executive Martin Wade.
The announcement on Monday provides further fingerprints as to a months-long merger-and-acquisition process underway, as Grindrod disclosed that it had hired Jefferies as financial advisors and three separate law firms as well.
Taylor is understood to have emerged from a pack of suitors that included multiple other public companies. Potential suitors named by TradeWinds in April included US-listed Genco Shipping & Trading and Eagle Bulk Shipping, as well as Hong Kong-listed Pacific Basin.
Grindrod's share price shot up in trading on Monday in New York upon the announcement, with shares up nearly 20% to $24.54 in early afternoon.
The UK group said the offer for an aggregate value of $26 per share would consist of a cash purchase price of $21 paid by TMI for each share tendered in conjunction with a special cash dividend from Grindrod of $5 per share to its existing shareholders.
The proposed acquisition is subject to pre-conditions being met and due diligence.
The offer price presents a 30% premium to Grindrod's closing of $20.05 on Friday. The share has not closed above $26 since 7 June.
Though the bid may be below Grindrod’s net asset value, estimated around $30 per share, the all-cash feature may prove attractive to Grindrod shareholders, a finance source told TradeWinds.
“All-cash tender offers are exceedingly rare in shipping,” the source said. “It’s similar to someone willing to pay all cash for your house in the real estate market. When such offers have been made, there is typically a much bigger gap to NAV than here.”
In July, the UK-based handysize specialist reported strong profits consisting of net earnings of $253m for the year to 31 March.
TMI, which only listed in 2021 and so did not give a comparison, said the results comprised $79m in operating profit and $174m in fair value gain as it benefited from strong bulker markets.
“We remain confident that market fundamentals will lead well into 2024,” TMI Chairman Nicholas Lykiardopulo said at the time.
TMI currently holds 4.9m shares in Grindrod. The company would therefore need to win support from a further 21% of Grindrod shareholders to gain effective control of the company.
Taylor Maritime makes $494m offer for dry bulk rival Grindrod Shipping
UK-listed group will pay $21 cash per share with a $5 dividend coming from the Singapore firm after emerging from pack of public suitors
London-listed Taylor Maritime Investments (TMI) is making a takeover offer for Grindrod Shipping that values the Singapore and Nasdaq-listed bulker owner at $494m.
Taylor Maritime, which already holds a 26% stake in Grindrod, would use a non-binding cash offer of $26 per share to create an enlarged owner of handysize up to ultramax bulkers.
Monday’s disclosure effectively confirms a 6 April TradeWinds report indicating Grindrod was in play after it chose not to seek a permanent successor to retired chief executive Martin Wade.
The announcement on Monday provides further fingerprints as to a months-long merger-and-acquisition process underway, as Grindrod disclosed that it had hired Jefferies as financial advisors and three separate law firms as well.
Taylor is understood to have emerged from a pack of suitors that included multiple other public companies. Potential suitors named by TradeWinds in April included US-listed Genco Shipping & Trading and Eagle Bulk Shipping, as well as Hong Kong-listed Pacific Basin.
Grindrod's share price shot up in trading on Monday in New York upon the announcement, with shares up nearly 20% to $24.54 in early afternoon.
The UK group said the offer for an aggregate value of $26 per share would consist of a cash purchase price of $21 paid by TMI for each share tendered in conjunction with a special cash dividend from Grindrod of $5 per share to its existing shareholders.
The proposed acquisition is subject to pre-conditions being met and due diligence.
The offer price presents a 30% premium to Grindrod's closing of $20.05 on Friday. The share has not closed above $26 since 7 June.
Though the bid may be below Grindrod’s net asset value, estimated around $30 per share, the all-cash feature may prove attractive to Grindrod shareholders, a finance source told TradeWinds.
“All-cash tender offers are exceedingly rare in shipping,” the source said. “It’s similar to someone willing to pay all cash for your house in the real estate market. When such offers have been made, there is typically a much bigger gap to NAV than here.”
In July, the UK-based handysize specialist reported strong profits consisting of net earnings of $253m for the year to 31 March.
TMI, which only listed in 2021 and so did not give a comparison, said the results comprised $79m in operating profit and $174m in fair value gain as it benefited from strong bulker markets.
“We remain confident that market fundamentals will lead well into 2024,” TMI Chairman Nicholas Lykiardopulo said at the time.
TMI currently holds 4.9m shares in Grindrod. The company would therefore need to win support from a further 21% of Grindrod shareholders to gain effective control of the company.
Golden Goat
29.08.2022 kl 22:49
4788
Nå som kontantkassa bygges i Gøggen kunne vi nok etterhvert kjøpt opp 2020 og/eller Himmalaya. Vi kunne godt ha hoppet over disse to utbytteutbetalingene for å få gjennom vertfall en overtakelse...
Golden Goat
30.08.2022 kl 00:40
4669
Endelig en capesize NB-bestilling med oppgitt transaksjonsverdi: 77,5m USD. På tide at analytikere begynner å rekalkurere NAV.
BULKER 4 210,000 dwt Qingdao Beihai, China rgn $ 77.5m Mitsui OSK Lines, Japan 2025/2026 LNG dual fuelled, EEDI phase 3, Nox-Tier III
BULKER 4 210,000 dwt Qingdao Beihai, China rgn $ 77.5m Mitsui OSK Lines, Japan 2025/2026 LNG dual fuelled, EEDI phase 3, Nox-Tier III
vulkan
30.08.2022 kl 10:09
4396
Stå gjennom stormen eller selge alt før det går til helv.....?
Vi vet at tilbudsiden av nye båter ikke vil ødelegge markedet på mange år.
Spørsmålet er kun om fraktmengden vil reduseres, da må kullfrakt ned, noe som ikke er sannsynlig i det hele tatt med dagens energipriser.
Jernmaltransporten må ned, noe som kanskje er mere risiko for gitt trøbbel i eiendomsmarkedet og covid relatert trøbbel i Kina. Er det dett som er den sorte svanen, eller er det midlertidig slowdown i stålproduksjonen i Kina?
Vi vet at tilbudsiden av nye båter ikke vil ødelegge markedet på mange år.
Spørsmålet er kun om fraktmengden vil reduseres, da må kullfrakt ned, noe som ikke er sannsynlig i det hele tatt med dagens energipriser.
Jernmaltransporten må ned, noe som kanskje er mere risiko for gitt trøbbel i eiendomsmarkedet og covid relatert trøbbel i Kina. Er det dett som er den sorte svanen, eller er det midlertidig slowdown i stålproduksjonen i Kina?
bulb
30.08.2022 kl 10:21
4354
Kan vi risikere å havene under 10$ i usa i kveld? Er dette bare en psykologisk grense eller er det noen som vet hvor støtten er? Gogl har holdt seg godt den siste tiden, men kan vi risikere dumping av aksjen i usa nå?
Er helt imponert over hvor lenge folk gadd å sitte i Gogl over 100 lappen i dette pill røttne markedet.
Ser vel ikke denne over 100 på denne siden av nyttår.
Alt peker ned mot 70 kroner nå
Ser vel ikke denne over 100 på denne siden av nyttår.
Alt peker ned mot 70 kroner nå
Gratulerer, Kina cape faller ikke, men den stiger eller ikke
Realistoptimist
30.08.2022 kl 11:33
4165
https://www.nrk.no/nyheter/kinesisk-tankesmie-kritiserer-myndighetenes-koronapolitikk-1.16084470
Er det håp om at de innser at de må åpne opp igjen snart?? Uansett så vil vel Kina trenge mye kull inn mot vinteren!?
Er det håp om at de innser at de må åpne opp igjen snart?? Uansett så vil vel Kina trenge mye kull inn mot vinteren!?
MarineroMarine
30.08.2022 kl 12:17
4077
Himalaya sine 4 første 67,8 MUSD, neste 4 69,7 og siste 4 til 70,1🤑 In the Money før en eneste båt på vannet. I mars 23 kan verden se helt annerledes ut, og når alle båter på vannet slutten av 24🥳😇 Kjøper meg opp her, så trenger jeg ikke bekymre meg for ratene resten av året.
StephanDerrick
30.08.2022 kl 12:37
4020
HS-formasjon i GOGL -- På vei mot 70
GOGL sliter med det underliggende samtidig som den teknisk sett ser ut til å være på kanten av å bryte ned i forbindelse med sluttformasjonen av en HS-formasjon der 70 er et bra anslag på hvor vi snart kan være.
Stemmer det at vi nå står foran sluttformasjonen i en HS-formasjon kan fallene bli betydelige i dagene fremover.
GOGL sliter med det underliggende samtidig som den teknisk sett ser ut til å være på kanten av å bryte ned i forbindelse med sluttformasjonen av en HS-formasjon der 70 er et bra anslag på hvor vi snart kan være.
Stemmer det at vi nå står foran sluttformasjonen i en HS-formasjon kan fallene bli betydelige i dagene fremover.
Redigert 30.08.2022 kl 12:42
Du må logge inn for å svare
Golden Goat
30.08.2022 kl 12:39
4061
Ja, huff. Du har ingen utbytter å bekymre deg over. Er verdt å nevne at Gøggen har anskaffet sin flåte på et betydelig lavere sted enn det Himla-Lailia har. Har mye å si for BE og dernest utbyttepotensial. Det er flere ting man kan si, men jeg skal prøve å ikke snakke ned HSHIP ettersom jeg ønsker meg en overtakelse.
Golden Goat
30.08.2022 kl 12:41
4069
Selvsagt, men venligst ikke ødelegg morroa for de som ønsker å fremlegge dommedagsfantasier.
Max Payne
30.08.2022 kl 13:01
4018
Hva er inngangen til Hannisdahl? Han må vel sitte i minus etter at han gikk inn på nytt?
hogan
30.08.2022 kl 13:25
3996
Dette er shorterne som har startet krig mot Gogl igjen, intet annet.
Bulk rater skal langt opp i 2023.
Husk Gogl er på 89 nu de har ikke delt ut utbytte enda, det har de andre, så foresten ikke denne komme tenkte å selge på 103-104.
Kan ikke ekspertene si ifra dagen før neste gang, det har mer nytteverdi
Bulk rater skal langt opp i 2023.
Husk Gogl er på 89 nu de har ikke delt ut utbytte enda, det har de andre, så foresten ikke denne komme tenkte å selge på 103-104.
Kan ikke ekspertene si ifra dagen før neste gang, det har mer nytteverdi
Redigert 30.08.2022 kl 13:28
Du må logge inn for å svare
Ja, en hode skulder formasjon
Bdry på 7 blank= Bdry på full fat mot Atl
Bdry på 7 blank= Bdry på full fat mot Atl
KJEPET
30.08.2022 kl 15:44
3767
Synes det begynte å bli litt fristende igjen. Kjøpte en god bunke på 93,60 nå.
Geir Rune L
30.08.2022 kl 15:52
3752
Short økte med ca 500k i går.
Redigert 30.08.2022 kl 15:53
Du må logge inn for å svare
msmekk
30.08.2022 kl 16:10
3744
Laster opp litt jeg også, utbytte på 6 kr neste uke. da er vi nede på 87 om den ikke snur
Golden Goat
30.08.2022 kl 16:17
3774
Med 10 kr i garantert utybtte betalte du egentlig 83,60. Venter meg at det blir en dobling fra disse nivåer innen 12 mnd. I mellomtiden er (aksje-)markedet noe dystert. Alltid i disse stunder det ser mørkt ut at man tjener gode penger. Venter en bedring utover/midten av september, ellers er denne tiden av året kjent for å være ørkenvandring i kursutvikling. Men dette er jo vi gøgglere helt vandt med. Bare å ta det med ro og kjøpe ved enhver anledning.
StephanDerrick
30.08.2022 kl 16:47
3705
Geir Rune L skrev Short økte med ca 500k i går.
Ser man teknisk på GOGL i et 1 års perspektiv ser vi nå en farlig HS-formasjon der vi nå er i ferd med å bryte tungt ned for å avslutte høyre siden av skulderen. Å shorte tungt med et slikt bakteppe er rasjonelt for de som har guts og som ønsker å tjene noen lett-tjente penger.
Realistoptimist
30.08.2022 kl 17:27
3615
Klart shorterne prøver å utnytte det tekniske rundt HS-formasjon... men så har du realitetene, som lav nybygging av caper, et forbruk av kull som heller vil øke, enn å minke de neste par årene, et Kina som må få fart på økonomien igjen... joa, det kan sikkert gå mere ned, men før eller siden så lysner det igjen.
Du er gæærn kjepet, må da være mye mer trivelig å kose seg i taxien, med bank kontoen stinn, kjøpe opp restene rundt nyttår eller q1.
93,3 over dammen nå.
Like før baljene går i bøyene:-))
https://www.finansavisen.no/nyheter/utenriks/2022/08/30/7922230/millioner-av-kinesere-omfattet-av-nye-nedstengninger?internal_source=sistenytt
93,3 over dammen nå.
Like før baljene går i bøyene:-))
https://www.finansavisen.no/nyheter/utenriks/2022/08/30/7922230/millioner-av-kinesere-omfattet-av-nye-nedstengninger?internal_source=sistenytt
Redigert 30.08.2022 kl 18:54
Du må logge inn for å svare
KJEPET
30.08.2022 kl 23:52
3272
Ja, ja. Kall meg gjerne gæærn. Nå har jo tradene gått veldig bra (foruten en trade i 2020B). Så litt galskap må en unne seg i hverdagen. Penger har det jo blitt nok av, så det bekymrer meg ikke lenger. Må ha litt spenning i hverdagen for å kompensere for en ellers traust hverdag i taxi'n :-)
msmekk
31.08.2022 kl 09:19
3010
Tror ikke det er så gærent, et fall fra 145 til 90 bør gi en liten respons snart. Tilbuds siden på nye skip har ikke endret seg og etterspørselen tror jeg vil øke fremover. Mener derfor Gogl på 90 er gode kort
KJEPET
31.08.2022 kl 09:31
2986
Ja, det er tungt i China om dagen. Tallene nå viser fortsatt tilbakegang, men mindre enn før. Jeg forventer at det vil gå riktig vei fremover nå. Til våre tror jeg de har fått bukt med det verste innen eiendomssektoren, etter to år med store problemer. Kombinert med store stimulipakker, tror jeg på at China nok en gang kommer seg. Det er fryktelig mye pessimisme i markedet om dagen. Når ingen er optimister kan det ofte lønne seg å tenke motsatt, selv om det strider i mot menneskets natur :-)
Og $1 trekker jeg ifra på dagens kurs. De er på konto i form av utbytte i løpet av bare 13 uker.
Og $1 trekker jeg ifra på dagens kurs. De er på konto i form av utbytte i løpet av bare 13 uker.
Redigert 31.08.2022 kl 09:32
Du må logge inn for å svare
JimmiHenriksen
31.08.2022 kl 10:33
2859
Regner du $ 0.4 q3? Selv tenker jeg inngang på 80-tallet i løpet av 6 mnd. Trodde ikke det skulle nærme seg så raskt.
KJEPET
31.08.2022 kl 10:46
2952
Ja det er riktig $0.4 for Q3 tror jeg er innen rekkevidde. Resten av Asia begynner å gå veldig bra nå. Så når China igjen begynner å røre på seg, så vil ratene ta seg betydelig opp (er nå min mening).