GOGL - Januar #2

Sa2ri
GOGL 13.01.2018 kl 09:17 38849

Lager en ny tråd da den andre begynner å bli uoversiktlig. Klipper inn en oppsummering etter gårdagens handel, hvor det ser ut til at det kan bli litt mer positive takter kommende uke:

Dry Bulk FFA: Capesize Market in Thin Trading
in Dry Bulk Market,International Shipping News 13/01/2018

Capesize FFA Commentary:
A very thin day for the paper market in terms of volume transacting but rates picked up as Cyclone Joyce was downgraded to a mere gusty breeze. This gave buyers confidence and with the Australian miners back in the market and c5 fixing back up at 6.10 pmt, the FFA market had a welcome adrenalin shot with the curve liftting. However, with sellers as rare as hens teeth there was not much activity with buyers not prepared to chase for offers ahead of the weekend.

Panamax FFA Commentary:
The week closed on a positive note with early gains across the curve as sellers were happy to wait. Q2 and Q3 were the main focus seeing buyers at $12800 and $11400, +250 on Thursdays close before sellers showed their hand. A quiet afternoon led to little change but seeing bid support in the close.

Supramax FFA Commentary:
After a very active week was witnessed on the Supramax paper, we ended with a dull and uneventful Friday. We continued to see the curve supported from the bid side but really lacked any activity.

Handysize FFA Commentary:
Handy paper remained very flat with little interest down the curve. No reported trades.

Source: Freight Investor Services (FIS)

http://www.hellenicshippingnews.com/dry-bulk-ffa-capesize-market-in-thin-trading-2/

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Slettet bruker
26.01.2018 kl 14:24 11169

BULK: BALTIC DRY-INDEKSEN +0,2% TIL 1.219 POENG

Oslo (TDN Direkt): Baltic Dry-indeksen er opp 0,2 prosent til 1.219 poeng, ifølge Bloomberg News fredag.

Baltic Dry +0,2% Panamax +0,7% Handysize -0,6% Supramax --0,5%

Baltic Dry-indeksen angis i poeng. Resterende se

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pappacharlie
26.01.2018 kl 14:30 11885

Capesize?
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Sa2ri
26.01.2018 kl 14:55 11856

Cape er opp nesten 1% i dag og ligger like over $14'.
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pappacharlie
26.01.2018 kl 15:02 11842

Takk Sa2ri
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Kbkristi
26.01.2018 kl 15:11 11626

You may relax sier Bulls.

.Last Signal:STAY LONG
Last Close:70,90 Change:-0,7000 Percent change-0,98% Signal Update Our system’s recommendation today is to STAY LONG. The previous BUY signal was issued on 22.01.2018, 3 days ago, when the stock price was 70,10. Since then GOGL.OL has risen by +1,14%.Market Outlook You may relax since our STAY LONG position is secure. The market action does not cast a serious doubt on the wisdom of going long. more...
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KJEPET
26.01.2018 kl 15:19 11613

Bulls vender kappa etter vinden som mange andre. For tre dager siden skrev de "Do not miss this bullish opportunity.". Har må man være rask på labben:-)

Passer på å ønske alle en god helg!
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Kbkristi
26.01.2018 kl 15:31 11795

God helg alle sammen.
Over 70 er jo et behagelig nivå da Kjepet. Siste 12 måneder har jo kursen steget 48,96% da. Og enda er vi fortsatt inne i den dårligste bulk-sesongen.
Jeg ser ingen grunn til ikke å være fullastet nå.
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farmern
26.01.2018 kl 15:46 11559


https://www.marinelink.com/amp/news/jefferies-shippers-upbeat433346?__twitter_impression=true

Jefferies Upbeat on LNG, LPG and Dry Bulk Shippers

January 26, 2018

    

Jefferies optimistic on stocks of LNG, LPG and dry bulk shippers

With spot rates at 4-year highs, brokerage says, "we believe additional LNG liquefaction terminals will continue to stimulate LNG shipping demand above and beyond LNG shipping supply growth"

© inlovepai / Adobe Stock

All shipping sectors to improve through 2018, 2019; "seasonal patience will be required in the dry bulk, refined products and crude tanker sectors" - Jefferies

Improvement in global economic conditions and Chinese preference for high-quality dry bulk commodity imports will help dry bulk carriers

Refinery capacity additions to help refined products tanker demand to outpace new tanker deliveries in 2018


Crude oil tanker market likely to soften through first half of 2018 due to OPEC cuts

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KJEPET
26.01.2018 kl 15:51 11763

Ja, vi er på et behagelig nivå og danner neste gulv her. Har store forhåpninger til det neste halve året. Når vi får stigende rater og økende skipsverdier samtidig blir det gull i bulk.
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KJEPET
26.01.2018 kl 16:12 11521

"A marked improvement on the capes this week. Panamaxes- A decent number of fixtures were evident midweek and sentiment was positive"

Prøver å få tak i noen aksjer fra aktøren som lemper ut 500 om gangen på "best" til 71,20 (tvangssalg?), men vi er visst flere om beinet der:-)
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farmern
26.01.2018 kl 18:14 11423

Mere lesestoff

Bulk report – Week 4

Capesize

A marked improvement on the capes last week, with the headline west Australia/China route jumping up over US$1.00. Vessels were fixing around the US$5.60 level at the beginning of the week and now they are obtaining US$7.00 which was rumoured to have been fixed by FMG on cape tonnage loading 2 February.

Saldanha to Qingdao was fixed at US$11.35 on capesize tonnage basis 11/20 February by NYK. Midweek, Vale fixed two vessels for Teluk Rubiah to Qingdao, Pantagruel (180,181-dwt 2004-built, CCL) basis 30/31 January at US$4.90 and the Captain J Papadakis (179,558-dwt 2011-built) for 1/3 February at US$4.80.

There was less T/C fixing reported but the Aqua Vision (180,353-dwt 2011-built) open Dalian 1/2 February was said to have fixed for an Australian round voyage with redelivery North China at US$12,500.

With the improved sentiment there was a little more period activity, the Baltic Lion (179,185-dwt 2012-built) open Dalian 26 January fixed 4-7 months in the region of US$16,000 with Bunge.

In the Atlantic TKS fixed NYK tonnage for their Narvik/Rotterdam cargo loading 7/16 February at US$4.25 and EZDK took K-line tonnage for their Narvik/El Dekheila 10/19 February cargo at US$6.55.

On the Brazil to China route, the Cape Splendor(206,070-dwt 2014-built) fixed a full cargo loading mid-February at US$14.95 with Dreyfus.

Panamax

The period market remained active with an ECO JMU type achieving US$14,500 for one year at the beginning of the week, however as the week progressed the focus shifted from one-year trades to shorter periods of four to six months. A decent number of fixtures were evident midweek and sentiment was positive, but on Thursday the spot market appeared to have a wobble as charterers began to challenge the status quo and hold back a little. This was particularly evident in the Atlantic where the market had seemed very firm with modern kamsarmaxes fixing transatlantic grain rounds in excess of US$15,000 daily on Wednesday, but on Thursday morning the FFA market softened and charterers suddenly decided to take a step back and watch, leading to a stand-off. There were very few fronthaul trades reported from the US Gulf, but east coast South America continued to attract ballasters from the East and Middle East with a kamsarmax fixed at US$15,000 from Haldia being the high point. In the Pacific, tonnage saw significant gains for North Pacific rounds compared to the previous week, jumping from US$11,000 daily for modern kamsarmaxes to US$12,750 daily, with Japanese activity being the main driving force. A few vessels failed on subjects, and owners began to discount trips to India and South-East Asia, but generally rates remained steady.

Supramax

As the week progressed the supramax index lost ground mainly due to the Atlantic routes losing momentum, whilst the Asian routes generally stayed in more positive territory. Period activity however was again seen with a 63,000-dwt open east coast India fixing five to seven months trading redelivery worldwide at close to US$12,000.

In the Atlantic, the US Gulf saw declines on rates from the previous weeks with a lack of fresh enquiry, a 53,000-dwt was fixed with sulphur basis delivery SW Pass redelivery Morocco at around US$20,500. From east coast South America, brokers advised a static week but there was a bit more enquiry for forward positions as the week came to a close. From the Continent and Mediterranean again rates eased, a 56,000 was fixed delivery Canakkale for a trip via west Mediterranean redelivery west Africa at US$9,000.

Rates remained steady from Asia, a newbuilding 63,000-dwt was fixed ex yard Imabari for the end of January for a NoPac round redelivery south east Asia at US$9,900.

From the Indian Ocean a 58,000-dwt was rumoured fixed at US$11,750 plus US$175,000 ballast bonus delivery Durban for a trip to the east.

Handysize

Another pretty flat week overall in the Atlantic and whilst rates from the US Gulf started on a high, as the week progressed they traded sideways. From the Continent and Mediterranean rates eased slightly with a lack of fresh enquiry.

A 28,000-dwt was fixed delivery in the Black Sea for a trip to the east Mediterranean at US$7,600. Limited activity from the south Atlantic with little being reported from here.

Rates in Asia again remained fairly weak, due to a buildup of tonnage in the North and a lack of fresh enquiry. Further south rates remained steady, a 37,000-dwt open Kosichang fixed a sugar cargo redelivery far east in the mid US$8,000s. As the week closed holidays in Australia and India slowed things down further.

For daily dry bulk assessments from the Baltic Exchange please visit www.balticexchange.com/market-information/

Capesize
Panamax
Supramax
Handysize

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Slettet bruker
26.01.2018 kl 22:06 11282

Hyggelig avslutning på uken med opp 2.41% i USA i kveld. Riktig god helg alle sammen :-)
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Sa2ri
27.01.2018 kl 12:38 11075

Baltic index posts first weekly gain in three on firmer vessel rates
in Dry Bulk Market,International Shipping News 27/01/2018

The Baltic Exchange’s main sea freight index, which tracks rates for ships carrying dry bulk commodities, on Friday marked its first weekly gain in three as rates for capesize and panamax vessels improved.

The overall index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels, was up 2 points, or 0.16 percent, at 1,219 points. It rose 8.4 percent this week.

The capesize index rose 20 points, or 1.14 percent, to 1,772 points. The index gained nearly 19 percent this week, its biggest weekly percentage gain since September last year.

Average daily earnings for capesizes, which typically transport 150,000-tonne cargoes such as iron ore and coal, rose $121 to $14,057.

The panamax index rose to over five-week highs, up 11 points, or 0.74 percent, at 1,492 points. It was up 12 percent this week.

Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes, increased $87 to $11,958.

Among smaller vessels, both supramax index and handysize index shed 4 points to 900 points and 577 points, respectively.
Source: Reuters (Reporting by Sumita Layek in Bengaluru; Editing by Maju Samuel)

http://www.hellenicshippingnews.com/baltic-index-posts-first-weekly-gain-in-three-on-firmer-vessel-rates/
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pappacharlie
27.01.2018 kl 17:31 11131

I liten grad. Bli heller her.
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Sa2ri
29.01.2018 kl 08:41 10602

Fra PAS sin Shipping Daily:

"Drybulk rates relatively flat, with both capes and panamaxes seeing small gains."

"Shipping equities mostly fell on Friday, with drybulk once again an outperformer."

"Severaln capesizes and kamsar/panamaxes have been taken for 6-12 month charters at in excess of USD 16,000/day for capes, and ~USD 12 – 14,500/day for the smaller ships. All are at levels above/in line with our full year 2018 estimates, and it is of course positive to see the seasonally weaker periods covered at these levels."
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6seas
29.01.2018 kl 09:14 10545

2020 Bulkers executes options for four more bulkers at New Times

Norwegian owner 2020 Bulkers has declared options for a further four newcastlemax bulkers at China’s New Times Shipbuilding.
The vessels are costing 2020 Bulkers around $44.7m each and deliveries are scheduled in February, March, April and May of 2020.
Last month, 2020 Bulkers at New Times Shipbuilding in December for a pair of newcastlemax bulkers and now has eight vessels in total confirmed at the yard.
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Mollen
29.01.2018 kl 12:02 10353

Noen som har rater for i dag ??
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Slettet bruker
29.01.2018 kl 13:06 10251

Mollen - de kommer etter nyttår først mellom 14.00 og 14.30
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Sa2ri
29.01.2018 kl 13:22 10364

Opp 0,1%
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Mollen
29.01.2018 kl 13:56 10306

Takk Sector.
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Slettet bruker
29.01.2018 kl 14:11 10136

BRIEF-Baltic Index Falls 0.4 Pct on Monday

Jan 29 (Reuters) - BALTIC EXCHANGE'S MAIN SEA FREIGHT INDEX : * FALLS 0.41 PERCENT, OR 5 POINTS, TO 1,214 POINTS ON MONDAY (Reporting by Sumita Layek in Bengaluru) ((BLRCEEditorial@thomsonreuters.com))

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Slettet bruker
29.01.2018 kl 14:12 10274

Mollen skrev Takk Sector.
Kom nå, ned 0.4%.
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Sa2ri
29.01.2018 kl 14:14 10272

BDI'en har ikke lengre med tallene for cape. De kommer fortsatt på Bloomberg ca. 12:00 men publiseres ikke av TDN enn så lenge. Cape er opp 0,1% slik jeg skrev over.
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Slettet bruker
29.01.2018 kl 14:19 10108

Takk Sa2ri
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6seas
29.01.2018 kl 14:36 10066

BULK: BALTIC DRY-INDEKSEN -0,4% TIL 1.214 POENG
Oslo (TDN Direkt): Baltic Dry-indeksen er ned 0,4 prosent til 1.214 poeng, ifølge Bloomberg News mandag.

Baltic Dry -0,4%
Panamax -0,5%
Handysize -0,7%
Supramax -0,8%
Baltic Dry-indeksen angis i poeng. Resterende segmenter er snittrater i dollar.

Dato BDI Panamax Handysize Supramax
29.01.18 1.214 11.899 8.369 10.140
26.01.18 1.219 11.958 8.425 10.222
25.01.18 1.217 11.871 8.479 10.274
24.01.18 1.200 11.669 8.523 10.333
23.01.18 1.157 11.262 8.544 10.404
22.01.18 1.129 10.920 8.517 10.437
19.01.18 1.125 10.693 8.504 10.447
18.01.18 1.139 10.517 8.459 10.475
17.01.18 1.164 10.565 8.475 10.473
16.01.18 1.221 10.658 8.502 10.439
15.01.18 1.264 10.747 8.521 10.380
12.01.18 1.279 10.813 8.555 10.344
11.01.18 1.303 10.994 8.562 10.270
10.01.18 1.366 11.260 8.588 10.220
09.01.18 1.395 11.451 8.637 10.111
08.01.18 1.385 11.417 8.668 10.121
05.01.18 1.371 11.223 8.748 10.123
04.01.18 1.341 10.944 8.803 10.153
03.01.18 1.262 10.683 8.847 10.250
02.01.18 1.230 10.748 8.924 10.312
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6seas
29.01.2018 kl 14:44 10047

Selg på 72 mens dere har sjansen. Det vil komme noen sure dager på børs...
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6seas
30.01.2018 kl 10:05 9694

Sitter du fortsatt i Hong Kong og shorter Wolf?!
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Kbkristi
30.01.2018 kl 12:55 9656

Takk for det tipset 6seas, det ble en brukbar dagsfortjeneste der :) Skal vel kanskje videre ned, men mener at en fortjeneste er ikke ihende før samme antall aksjer er erhvervet.
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Volf
30.01.2018 kl 13:15 9595

6seas shorter ja men ikke fra Hong Kong, i dag fra London i morgen tilbake i Norge.
Siden det fundamentale er det samme slik jeg ser det så sitter jeg antagelig short til Q4 tallene er på borde, selv om en sitter short så kan en trade inn/ut hurtig.
Ha en fin innbringende dag.
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Kbkristi
30.01.2018 kl 13:49 7585

Penger på gata ligger som regel ikke lenge. Skulle tro at 70 er et ganske solid gulv, og blir forundret om vi holder oss lenge der.
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Slettet bruker
30.01.2018 kl 14:18 7531

BULK: BALTIC DRY-INDEKSEN -1,9% TIL 1.191 POENG

Oslo (TDN Direkt): Baltic Dry-indeksen er ned 1,9 prosent til 1.191 poeng, ifølge Bloomberg News tirsdag.

Baltic Dry -1,9% Panamax -2,3% Handysize -1,1% Supramax -1,0%

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KJEPET
30.01.2018 kl 14:53 7461

Investorene er i dag mye mer bevegelige og raske i vendingene enn tidligere. Psykologien slår mye raskere inn på kursene nå enn før. Dette kan man utnytte til sin egen fordel om man har litt tålmodighet. At nye skip blir levert Q1 er slik det alltid har vært. At det snart er nyttår i Kina og lavsesong i bulk har man også visst om i årevis. Når kursen ikke brøt 72,55.- lå det i kortene at vi skulle nedover igjen. Nedgangen blir da litt mer bratt siden ratene også er lave nå sesongmessig. Burde vektet meg mer ned, men valgt å selge 20% rundt 72,30.-. Begynner å kjøpe tilbake igjen på 67-68 igjen. Om den går lengre ned enn det kan tenkes, men likefullt har jeg tjent på folk som ikke visste det helt åpenbare i bulk.
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6seas
30.01.2018 kl 16:44 7363

Du får se litt mer til US og ikke bare Asia...
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Slettet bruker
30.01.2018 kl 18:11 7193

Mmmm gogl på vei mot 50 tallet igjen, får vel vurdere inngang igjen
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Shippingballs
30.01.2018 kl 19:08 7170

Jeg har også solgt en liten del av Gogl-porteføljen i denne siste runden, men ikke uten nervøsitet, kan jeg avsløre.
Jeg hadde jo mesteparten igjen, så jeg valgte å ikke kjøpe på nytt selv om den så sterk ut.
I morgen er det sannsynlig at jeg handler i hvert fall deler av det jeg solgte tilbake igjen.
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6seas
31.01.2018 kl 14:36 6782

2018-01-31 14:04:24 CET
BULK: BALTIC DRY-INDEKSEN -3,3% TIL 1.152 POENG
Oslo (TDN Direkt): Baltic Dry-indeksen er ned 3,3 prosent til 1.152 poeng, ifølge Bloomberg News onsdag.

Baltic Dry -3,3%
Panamax -2,7%
Handysize -1,6%
Supramax -0,7%
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Kbkristi
31.01.2018 kl 15:43 6683

Man kan jo bli litt svimmel om man ikke har trua.
Gårdagens fra Bulls

Last Signal:STAY LONG
Last Close:67,65 Change:-3,65 Percent change-5,12% Signal Update Our system’s recommendation today is to STAY LONG. The previous BUY signal was issued on 22.01.2018, 8 days ago, when the stock price was 70,10. Since then GOGL.OL has fallen by -3,50%.Market Outlook A sudden bearish attack caught us off guard without the forewarning of a bearish pattern. We may be on the verge of conceding the death of bullish case and getting ready to cut our bullish bet. Our previous BUY signal didn't work out. This happens. Sometimes, candlestick patterns falter. We owe you an apology for that but this is exactly what we have the stop loss mechanism for. The bearish stop loss of the last bullish pattern is triggered today. more...
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pappacharlie
31.01.2018 kl 17:26 6573

Jan 31 (Reuters) - The Baltic Exchange’s main sea freight index fell on Wednesday as rates fell across vessel segments with the capesize index recording its biggest monthly percentage decline in two years.
* The overall index, which tracks rates for ships carrying dry bulk commodities, was down 39 points, or 3.27 percent, at 1,152 points. This represented its biggest daily percentage fall since Jan. 17.
* Baltic index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels, lost more than 15 percent this month, its biggest monthly percentage decline since May last year.
* The capesize index fell 135 points, or 7.72 percent, to 1,613 points. It slumped 43 percent this month, most since January 2016.
* Average daily earnings for capesizes, which typically transport 150,000-tonne cargoes such as iron ore and coal, were down $939 at $12,727.
* The panamax index shed 39 points, or 2.69 percent - its biggest one-day percentage fall in four weeks - to 1,411 points. It gained 1.1 percent this month, after falling for the previous two months.
* Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes, declined $313 to $11,309.
* Among smaller vessels, the supramax index shed 5 points to 884 points and the handysize index lost 8 points to 558 points.
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