Det kan gå forsiktig eller sidelengs fremover da investorer er usikker på de fremtidige verdiene. Det kan også gå kjappt

Jeg vet ikke hvor lenge jeg sitter, det kommer helt ann på endringer. Jeg selger når jeg mener den har gått mye nok, så finner jeg en ny billig aksje.

Sterkeste bulk markedet på mange år, og kursen er fortsatt laaaangt fra toppen de siste år :-)
....
“ The strongest Capesize market in years...” Dry bulk shipping biweekly report, courtesy of Breakwave Advisors: (link: http://www.drybulketf.com/reports/07-09-2019.pdf) drybulketf.com/reports/07-09-… #shipping #drybulk $BDRY

Dry freight rates to ride high on ship fuel refits -Cargill (link: https://reut.rs/2xzzlBt) reut.rs/2xzzlBt #shipping #drybulk $BDRY

Dry freight rates to ride high on ship fuel refits -Cargill (link: https://reut.rs/2xzzlBt) reut.rs/2xzzlBt #shipping #drybulk $BDRY

Sitter dere long eller går litt ut og inn? Blir det som tengt inn i 2020 kan dette bli helt vilt utover!

Baltic index breaks 16-session winning streak as capesize rates dip
in Dry Bulk Market,International Shipping News 09/07/2019


The Baltic Exchange’s main sea freight index took a breather on Monday after rising for 16 straight sessions, as rates for capesize vessels fell after a strong run over the past couple of weeks.

* The Baltic index, which tracks rates for ships ferrying dry bulk commodities, fell 0.9%, or 15 points, to 1,725.

* The index rose 28 percent to post its best week in nearly five years last week, mainly driven by strong demand for vessels that ship iron ore from Brazil.

* The capesize index fell 86 points, or 2.6%, to 3,260 points after gaining for 16 straight sessions.

* Average daily earnings for capesizes, which typically transport 170,000 tonne-180,000 tonne cargoes such as iron ore and coal, fell $622 to $25,822.

* The panamax index rose 30 points, or 1.8%, to 1,695 points, its highest since late October.

* Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 tonnes to 70,000 tonnes, increased $239 to $13,534.

* The supramax index edged 9 points higher to 829 points, its highest since late March.
Source: Reuters (Reporting by Nallur Sethuraman in Bengaluru; Editing by Maju Samuel)

Ja vi husker alle hvor mye ratene steg påfølgende dag sist uke etter at futures var opp 3-4% :-)

Freight futures am update
Capesize up ~3%
Panamax up ~4%

Da fant du de samtidig

Da kom de - herlig!! :-)
......
Freight futures am update Capesize up ~3% Panamax up ~4%

Kom ikke noe futures i dag, eller er det noen som har fått de?

Fullstendig klar over det, samtidig så er alle som er i aksje markedet grådige. Hvis ikke hadde vi ikke hatt noe aksjemarked.

Du må huske på en ting; markedet svinger. Så pass på grådigheten.

Futures i dag blir spennende.

Blir bedre og bedre, alikevel klarer de å kjøre den ned.

BULK:BALTIC CAPESIZE-INDEKS +2,1% TIL USD 26.367/DAG
Oslo (TDN Direkt): Baltic capesize-indeks er opp 2,1 prosent til 26.367 dollar pr dag, ifølge The Baltic Exchange tirsdag.

TDN Direkt finans@tdn.no

TDN Direkt, +47 21 95 60 70

Regna med det, bare en liten dupp i går.

capsize +2,1% i dag

$BDRY Breakwave Dry Bulk #ETF: Week 27 commentary. - SUPERIOR MARITIME https://t.co/5r9bZGE1b1

Ja det drar seg til. Med 9 i går, mot vanlig 3-5 slutninger, så dette må jo bli bra.

https://www.nordnet.no/fullscreen/news/1000947148-bulk-9-capesize-spotslutninger-mandag-arrow?instrumentId=16586207
Det tar seg opp ni slutninger i går.

Sheepman - takk for info, håper rater og futures snur i morgen. GOGL ned 0.5% i USA i kveld, så markedet er litt avventende. Med rater og futures opp igjen i morgen vil ferden oppover fortsette.

Bassefix - stor takk også til deg for at du deler god info.

Clarksons: Mid-Year Report for Shipping A Mixed Picture
in Dry Bulk Market,International Shipping News 09/07/2019


In this week’s analysis, we again update shipping’s mid-year report, reviewing progress across a range of shipping sector “subjects”. Our overall ClarkSea Index increased 8% y-o-y in the first half, to move marginally above the trend since the financial crisis. However while some “subjects” still achieve an “A” for effort, others might have to “repeat a year” unless they sit additional classes over the summer!

Grades Across
The Segments Despite progress, it still seems shipping has a way to go before it becomes a “straight A” student! The tanker market is certainly in a much better position than a year ago (earnings up 80% y-o-y in 1H), but seasonality, a relatively short winter spike, heavy newbuild deliveries and refinery maintenance mean first half earnings slightly below the ten year trend. The bulker market has had a tough first half after some demand “shocks” (21% down on trend and -22% y-o-y) although recent improvements are welcome. Across the containership market, rates are just above trend, with some encouraging gains in larger vessel sizes (9,000 teu: $36,000/day). LPG has moved upwards (6% below trend versus 65% below last year) and finished the first half strongly (~$70,000/day, with some encouraging trends in US and Australian exports). RoRo rates remain well above trend, while the Cruise orderbook is still a record (~$50bn). Offshore (North Sea PSV) is now 10% below trend: we were -35% in mid 2018, so some progress.



Supply Still “A” For Effort
Fleet supply maintains its “A” for effort. Growth of 1.9% in the first half is below trend and seems “manageable” despite a moderate uptick in shipbuilding output (up 9% y-o-y to 51m dwt) and declines in recycling (down 45% y-o-y to 10.8m dwt). The orderbook sits at just 10% of the fleet and our fleet growth projection for full year 2020 of 1.9% in dwt would be the lowest rate of growth for over 20 years. Newbuild ordering remained 49% below trend (down 54% y-o-y to ~25m dwt) and S&P volumes also moved just below trend (down 22% y-o-y to 34m dwt).

Trade Downgrades
Our estimate for 2019 trade growth now sits at 2.2% (tonne-mile: 2.5%), downgraded from our initial projection of 3.2%. There are a range of issues involved, from the “trade war” (see briefings series on Shipping Intelligence Network (SIN)), to the Vale dam collapse, Australian cyclones, OPEC cuts and the Chinese economy. In isolation many of these issues seem manageable but collectively they impact, particularly broader institutional investor sentiment. While our base case projections suggest trade will be “OK” for shipping (long-haul US energy exports help), let’s watch for downgrades and hope for progress in US-China trade negotiations.

Extra Classes Paying Off?
Our previous two mid-year reports have recommended “extra classes on regulation and technology”, and with our analysis* suggesting ~1% of the fleet will be off -hire with scrubber retro-fitting in 2019, and that tankers may get a ~3% demand “boost” in 2020 due to changes to the oil trade, the studying would have paid off.
Source: Clarksons Research

Kult: Iron ore prices staged an impressive recovery in the last 12 hours, closing up 6% for the day. Capesize futures also rebounded, up ~10% from early morning lows, on news of higher Atlantic fixtures and tight vessel availability.

55kr i usa

Sheepman - håper du fpr rett :-) Har fortsatt troen jeg også og er greit posisjonert, selv om jeg gevinst sikret ca. halve beholdningen. Har vært en flott reise fra 40, på sikt skal vi også langt over dette, håper å sitte til 105 med resten av beholdningen :-)

🥳

Iron ore futures prices have rallied back to just below recent highs, following last weeks' sharp drop. Capesize futures also rebounded from early morning lows, as spot rates continue to enjoy good support, especially in the Atlantic basin.

Ikke vet jeg.. Mulgens vært noe gevinstsikring et par dager.. Men ser ut som om ratene er bra opp ja

Ikke vet jeg.. Mulgens vært noe gevinstsikring et par dager.. Men ser ut som om ratene er bra opp ja

Slutt handelen er helt OK. Ratene er høye og en liten dupp er bare å regne med. Har venta på det i flere dager, ting vokser ikke inn i himmelen helt uten videre.

Sheepman - hvorfor?

Der tar du feil.. Skal bra opp i morgen :)

Hva er det i forhold til den oppgangen vi har hatt, er nok bare en liten bølge skvulp, den går over 54.- igjen

Er det nå man skal gevinst sikre? Skal vi ned og teste 49/50 tallet igjen?
....
Baltic Dry snur ned

Foto: Goldenocean.com

Artikkel av: John Inge Seljehaug

8. juli 2019 - 14.17

Lest av

374

   

annonse

Baltic Dry-indeksen er ned 0,9 prosent til 1.725 poeng, ifølge TDN Direkt.

Capesize er ned 2,4 prosent til 25.8 22 dollar, mens de resterende segmentene er opp.

Panamax er opp 1,8 prosent til 13.534 dollar. Handysize og Supramax stiger 1,2 og 1,0 prosent til 6.673 og 9.530 dollar. 

https://www.nordnet.no/fullscreen/news/1000945719-bulk-baltic-dry-indeksen-0-9-til-1-725-poeng

Ser ut som nedgangen fortsetter
....
Freight futures am update Capesize flat Panamax down ~3%