Ny uke

Meg 2
GOGL 08.07.2019 kl 07:38 14471

God morgen alle sammen.
Starter en ny tråd da den forrige utarta seg litt og håper Kjepet kommer tilbake og at vi kan holde denne litt bedre.
GOGL avslutta bra bra på en rød USA børs og i dag er det en rød Asia børs, men det er mest tek.
Ellers har det ikke skjedd stort, og så håper jeg det er greit for Bassefix at jeg kopierer ham inn i denne.

Bassefix
I dag kl 07:18 19
SGX iron ore futures are trading higher in Asia, recouping part of Friday’s losses while major mining stocks are also recovering after opening lower. The August contract is trading up ~3.5% to $112/ton.
#shipping #drybulk $BDRY

Så ønsker jeg alle en god dag.
Redigert 08.07.2019 kl 07:48 Du må logge inn for å svare
Meg 2
12.07.2019 kl 17:24 1072

Ja og alikevel ble det utbytte i Q1 ( går ut i fra det var en skriveleif ) Det er JF som styrer skuta og han er glad i cash, svaret får vi 30/8
Redigert 12.07.2019 kl 17:29 Du må logge inn for å svare
Meg 2
12.07.2019 kl 17:22 1078

Ja god helg, nyt sola så lenge vi har den.
Kbkristi
12.07.2019 kl 17:22 1078

Tror ikke man skal håpe på utbytte for Q2, det blir bare symbolsk i så fall. Gogl gikk med gruelig tap i Q2.
Redigert 12.07.2019 kl 17:23 Du må logge inn for å svare
Kbkristi
12.07.2019 kl 17:20 1084

Ja god helg, sist ratene var på dette nivået, lå vi vel etablert på 70 tallet og kom kjapt til 80. tvi-tvi.
Sector
12.07.2019 kl 16:36 1164

Riktig god helg alle sammen, bare å glede seg til neste uke, resten av sommeren, høsten og vinteren, dette blir en fin reise! :-)

Futures
Capesize flat
Panamax up ~2%
God helg folkens!
Meg 2
12.07.2019 kl 15:05 1321

De skal jo nå ha ca 11000 USD Pr. Dag, nå vet ikke vi hvor mange seilings døgn og verftstid osv, men de bør tjene bra med penger nå og noen av de tenker jeg vi får i Q2, da det ble betalt ytbytte i Q1
Andreas
12.07.2019 kl 14:41 984

Bulker bosses explain freight price resurgence
in Dry Bulk Market,International Shipping News 12/07/2019

(link: https://www.hellenicshippingnews.com/bulker-bosses-explain-freight-price-resurgence/)

The good news is that the Baltic Dry Index (BDI), which tracks bulker charter rates, recently hit its highest point since late July 2018, and the stocks of several publicly listed bulker owners are up 30 to 50 percent since June 1.

The not-so-good news is that the July 2018 BDI level was well below the peaks seen in 2014 and 2011, and dry bulk stocks are up off an extremely low base and are still trading under the companies’ net asset value (market-adjusted assets minus liabilities).

Regardless of these caveats, there is no denying that rates in dry bulk have shown promising strength in recent days and weeks. Meanwhile, tanker rates are pulling back after recent surges, and container freight rates continue to inch up as the industry heads into the third-quarter peak season.

Bulkers continue to impress

According to Clarksons Platou Securities, rates for Capesize bulkers – vessels with capacity of 100,000 deadweight tons (DWT) or more – reached $26,400 per day on July 9, up 25 percent week-on-week and 76 percent month-on-month. Rates for Panamaxes (65,000-90,000 DWT) were $15,200 per day, up 22 percent week-on-week and 33 percent month-on-month.

The reasons behind the upturn were discussed in a Capital Link webinar on July 9 featured top executives from Safe Bulkers, Star Bulk and Scorpio Bulkers. Since June 1, the stock prices of these three companies have risen 47 percent, 41 percent and 36 percent respectively.

The first reason for rate strength is, as usual, China. “China may look weaker in some sectors but not in steel production, which is up 10 percent in the first half and that is what drives iron-ore imports,” said Hamish Norton, president of Star Bulk.

He believes the Chinese government will enact a stimulus program to counteract any negative impact of U.S. tariffs “and their fiscal stimulus has almost always involved subsidized steel production for infrastructure and real estate – so there should be no shortage of demand from China.” Scorpio Bulkers president Robert Bugbee added, “We are certainly not seeing China fall apart.”

The next reason for rate improvements involves the Brazil-to-China iron-ore trade. Because this route is three times as long as the voyage from Australia to China, it soaks up three times the ship capacity. Vessels carrying Brazilian ore are dominated by Capesize bulkers and larger ships known as Valemaxes or very large ore carriers (VLOCs), which have a capacity of up to 400,000 DWT. VLOCs are largely under the commercial control of Brazilian iron-ore producer Vale (NYSE: VALE) through multi-year contracts.

Vale’s Brucutu mine, which produces 30 million tons per year of iron ore, went offline in January after the deadly collapse of a tailings dam, and reopened in late June. While Brucutu was offline, China drew down its iron-ore stockpiles, which will now need replenishing.

According to Norton, Capesize operators were afraid to ballast (sail empty) toward Brazil because of the Brucutu mine closure, “so there is a significant shortage of Capes in the Atlantic Basin, and all of the VLOCs controlled by Vale have already been loaded up and are laden and heading east.”

This “almost guarantees high Capesize rates for the next 50 days,” he maintained. In other words, it will take 50 days’ sailing time for enough Capesizes to ballast their way to Brazil and bring down rates.

The next reason for dry bulk strength involves the consequence of the Capesize shortage in the Atlantic Basin for smaller vessel classes. When Capesizes are not available, shippers will split bulk cargo lots in half and employ two smaller ships instead, such as Panamaxes and post-Panamaxes (90,000-100,000 DWT).

According to Polys Hajioannou, chief executive officer of Safe Bulkers, “Smaller sizes are starting to benefit from the lack of Capesizes in the Atlantic. We are seeing post-Panamaxes in the Mediterranean achieving rates of $26,000 to $27,000 a day from the Black Sea to the Far East. Those would normally be
Capesize cargoes but they are being split down the middle.”

Yet another positive, added Hajioannou, is strength in the transport of coal, a commodity carried by both Capesizes and Panamaxes. “The majority of what we carry is coal and grain and we see a lot of coal going to Vietnam and the Philippines, as well as to Japan, and India has been doing very well – there were some big movements of coal to India in the past two to three months, before the monsoon season.”

Finally, preparations for IMO 2020, the global cap on the sulfur content of marine fuel and emissions starting January 1, 2020, are providing further support for rates, as owners pull bulkers from service to install emissions scrubbers, temporarily removing vessel capacity from the market.

Public companies with spot Capesize and Panamax spot exposure: Genco Shipping & Trading (NYSE: GNK), Golden Ocean (NASDAQ: GOGL), Scorpio Bulkers (NYSE: SALT), Star Bulk (NASDAQ: SBLK), Safe Bulkers (NYSE: SB), Seanergy (NASDAQ: SHIP)
Kbkristi
12.07.2019 kl 12:37 1256

Veldig røft regnet,med cape på 25k og panmax på 15k, så skal Gogl kunne gi et utbytte på ca $ 0,40 for Q3.
Holder Bli seg, så blir det moro i shipping.
Meg 2
12.07.2019 kl 12:31 1291

Ja gode nyheter, men laber omsetning. Det er forsåvidt greit, ingen vil selge på dette nivået.
Sector
12.07.2019 kl 12:09 1415

BULK:BALTIC CAPESIZE-INDEKS +2,6% TIL USD 27.389/DAG

Oslo (TDN Direkt): Baltic capesize-indeks er opp 2,6 prosent til 27.389 dollar pr dag, ifølge The Baltic Exchange fredag.

TDN Direkt finans@tdn.no

Andreas
12.07.2019 kl 12:08 1432

BULK:BALTIC CAPESIZE-INDEKS +2,6% TIL USD 27.389/DAG

Oslo (TDN Direkt): Baltic capesize-indeks er opp 2,6 prosent til 27.389 dollar pr dag, ifølge The Baltic Exchange fredag.
Sector
12.07.2019 kl 11:02 1598

Kbkristi - takk for info :-)
Kbkristi
12.07.2019 kl 10:59 1609

I kina spretter cape vel 2% idag også :)

Investech stadig mer positive I sin analyses: Golden Ocean Group har brutt den fallende trendkanalen på mellomlang sikt, noe som i første omgang indikerer svakere falltakt. Aksjen ga kjøpssignal fra en dobbel-bunn-formasjon ved bruddet opp gjennom motstanden ved 53.02 kroner. Videre oppgang til 66.54 kroner eller mer er signalisert. Aksjen har støtte ved cirka 53.00 kroner og motstand ved cirka 69.00 kroner. RSI over 70 viser at momentumet i aksjen er sterkt positivt på kort sikt. Investorer har stadig gått opp i pris for å få kjøpt aksjen, noe som indikerer økende optimisme og at kursen skal fortsette opp. RSI-kurven viser en stigende trend, noe som kan være et tidlig signal om innledning av en stigende trend også for kursen. Aksjen anses samlet sett teknisk positiv på mellomlang sikt.
Meg 2
12.07.2019 kl 08:09 1938

BULK:9 CAPESIZE-SPOTSLUTNINGER TORSDAG -ARROW
Golden Ocean Group 55.7 NOK55,70 NOK+ + 1.92 %1,92%
12.7.2019, 06:40·TDN Finans Delayed

Oslo (TDN Direkt): Det ble rapportert om ni capesize-spotslutninger torsdag, der syv er for jernmalm og to er for kull.

Det fremgår av en slutningsliste fra Arrow Shipbroking

Group.

Det ble sluttet seks reiser til Kina, der tre går fra Brasil, to går fra Australia og en går fra Hellas.

Videre ble det sluttet en reise fra Malaysia til Vietnam.

Ellers ble det sluttet to reiser til India, der en går fra Indonesia og en går fra Australia.



Baltic Exchanges capesize-indeks steg foregående handelsdag 1,1 prosent til 26.705 dollar.

LK finans@tdn.no TDN Direkt, +47 21 95 60 70


Dry Bulk ETF
‏ @DryBulkETF

Dry bulk futures ended at the highs of the day as new, late day fixtures confirmed that the recent uptrend remains intact for both Capesize and Panamax vessels. As a result, expectations are for another improvement on the index tomorrow.
#shipping #drybulk $BDRY

Redigert 12.07.2019 kl 08:18 Du må logge inn for å svare
Meg 2
12.07.2019 kl 08:08 1943

Dersom det skjer, så blir alt bra. Begge trenger det, men taktikkog retorikk han bruker er en tragedie.
Bassefix
12.07.2019 kl 07:26 2017

Dry Bulk Market: Is the Recent Rally a Seasonal Effect or Is the Rebound Sustainable?
in Dry Bulk Market,Hellenic Shipping News 12/07/2019


The story of the past few days is the recent rebound of the dry bulk market, which has now reached a 5.5 year-high. In its latest weekly report, shipbroker Allied Shipbroking said that “feeding off the formidable jump in dry bulk freight rates that has been noted since mid-June, we have seen a fair amount of optimism emerging in the market once again. As impressive as this may seem however, to what extent are we looking at a shift in market fundamentals taking place and to what extent is it just a seasonal rally that will likely subside once the typical market normality returns once more. Looking at the bread crumb trail, it starts to become more and more evident that this recent rally has been, to a considerable extent, driven by the jump in iron ore demand that has been witnessed of late”.



According to Mr. George Lazaridis, Head of Research & Valuations with Allied Shipbroking, “prices for Iron ore reached a fresh peak this past week, matching a price level last noted back in 2014. Albeit, that to a great extent this has been driven by the crunch in supply after the Vale dam accident back in January, there has been a fair drive seen during the past couple of weeks on the demand side as well, which has helped boost market conditions. Chinese demand for Iron ore has spiked recently as increasing prices for steel have pushed many steel mills to ramp up their production levels while also trying to rebuild most of their iron ore feedstock piles. From all this the capsize market has been quick to respond, having been plagued by a lackluster 1Q and 2Q”.

Lazaridis added that “the healthy fleet development figures have started to show face here, while charterers seem to have been in a fairly big rush to fix any and all vessels that they could find on a prompt basis. All this has been taking place during a period that has over the past couple of years shown to be a seasonal high point in demand for dry bulkers and we have found ourselves in the midst of a perfect recipe for a fair market rally to take shape. At the same time, we were witnessing a strong pull from the Capesize market on that of the smaller size segments, while most of these size segments were also feeding off some increased grain activity that was taking place in the Atlantic basin. The most impressive example of this has been that seen in the Panamax market, with the BPI-TCA noting this past Thursday its biggest one day jump since 2013”.



According to the Allied’s analyst, “for now, it looks as though we are still riding on this positive momentum, with most of the smaller size segments still showing positive gains for the time being. Yet it looks as though the initial market pull has lost some steam and come late summer we may well be seeing a fair bit of freight market corrections taking place. All in all, this latest rally may not have been able to show that the market is in perfect shape and that we will be able to sustain these recent spikes in freight rates for longer periods of time. However, it does help point out that a reasonable amount of balance has been achieved in terms of demand and supply, something that may well prove to be invaluable in helping get the market back on the recovery path we were witnessing back in late 2017 and early 2018. There are still several considerable obstacles to over come on the demand side of things, with poor demand growth figures still being anticipated for 2019 as a whole. Yet with the fleet supply being relatively constrained, there is room for a steady improvement in average freight levels to take place. All this of course comes with a big if and is highly dependent on the fact that we will not see any more extreme (tail risk) events take place like those that were noted during the end of 2018 and early 2019”, he concluded.
Nikos Roussanoglou, Hellenic Shipping News Worldwide
sheepman
11.07.2019 kl 20:37 2406

skal videre opp! Dry bulk futures ended at the highs of the day as new, late day fixtures confirmed that the recent uptrend remains intact for both Capesize and Panamax vessels. As a result, expectations are for another improvement on the index tomorrow.

Tyr
11.07.2019 kl 18:40 2564

Gogl kan få en fin høst.

Gogl har 20-30kr donald-rabatt. Uten han så hadde vi sikkert sett 100lappen. Blir det en ny runde med Twitter så er det på rævva ned i 38kr igjen.
Sector
11.07.2019 kl 18:38 2569

Meg2 - men hva tror du skjer med ratene når Kina begynner å kjøpe landbruksprodukter og soyabønner fra USA igjen? ;-)
.....
Trump anklager Kina for løftebruddUSAs president Donald Trump anklager Kina for å ikke ha overholdt et løfte om å kjøpe amerikanske eksportvarer fra landbrukssektoren.

Publisert: 11.07.19 — 17.39Oppdatert: 31 minutter siden

- Kina svikter oss når de ikke kjøper landbruksprodukter fra våre flotte bønder, skriver Donald Trump på twitter. (Foto: NTB Scanpix)Mer...

NTB

Del

Trump og hans kinesiske motsvar Xi Jinping møttes i juni på G20-møtet i Japan, der de ble enige om at framtidige fiendtligheter skal opphøre mens samtalene om handel gjenopptas.

– Mexico gjør en flott jobb ved grensen, men Kina svikter oss når de ikke kjøper landbruksprodukter fra våre flotte bønder, som de sa de skulle gjøre. Forhåpentligvis begynner de snart, skriver Trump på Twitter torsdag.

Handelskrigen mellom USA og Kina var blant de viktigste temaene i forkant av G20-møtet i Osaka i Japan.

Artikkelen fortsetter under annonsen

Etter møtet sa Trump at han skulle fjerne en planlagt tollbarriere mot at Kina kjøper landbruksprodukter for «et enorm stort beløp».(Vilkår)

Meg 2
11.07.2019 kl 18:33 2588

Så er dessverre den dumme anda i gang igjen.
https://www.hegnar.no/Nyheter/Boers-finans/2019/07/Donald-Trump-Kina-skuffer-oss
https://www.dn.no/utenriks/trump-anklager-kina-for-loftebrudd/2-1-637293
Men det er nok å frakte fra Brasil og andre land, så vi for se hva dette ender opp i. Noen burde snart få stoppa den tvittringa hans, selv har jeg blitt utestengt og det har han ikke lov til, i følge retten.
Meg 2
11.07.2019 kl 17:03 2735

For en eneste gangs skyld traff jeg toppen i dag. Solgte på 56,15/10 Så prøvde jeg å legge en sperre på 55,80 det var å tro litt for mye på noen påvirkning. Men endte nå dagen på litt over 500 enn jeg hadde.
Så da kan vi bare kose oss i sola og vente på morgen dagen.
Redigert 11.07.2019 kl 17:05 Du må logge inn for å svare

den dippet på slutten 55.7

med så mange skip i aksjon kan det lett bli ytterigere press på ratene.. blir spennende å se utviklingen til uka
Meg 2
11.07.2019 kl 16:27 2820

Jaja da blei det is på deg, spillegjeld er æresgjeld. Bare si fra hvor du vil ha den.

god fornøyelse 🍦😁


Panamax spot rates today topped 15,000 per day, and are at the highest level since 2013. Significant demand in the Atlantic, including iron ore cargoes from Brazil, is contributing to the current strong rally in freight rates

håper du får rett med close over 56, kan jo lett forsvares med det trykket og ratene som er nå
og en skal ikke kimse av krumkake med is 😄
Meg 2
11.07.2019 kl 15:20 3005

Siden det er sol og sommer, så vedder jeg en iskule på slutt over 56.-
Kjeksen baker du vel selv. Hehe

panamax og futures lurte meg inn igjen.. så back in the game 🥳
Meg 2
11.07.2019 kl 14:50 3107

Mange blir nok det, Men konsensus ser ut til å være atde skal videre opp.
Så om ikke jorda ramler ned fra himmelen, så ser det bra ut fremover dette.
Bassefix
11.07.2019 kl 14:23 3194

BULK:BALTIC DRY-INDEKSEN +2,2% TIL 1.816 POENG

14:00
Oslo (TDN Direkt): Baltic Dry-indeksen er opp 2,2 prosent til 1.816 poeng, ifølge The Baltic Exchange torsdag.

Baltic Dry +2,2%

Capesize +1,1%

Panamax +5,0%

Handysize +1,1%

Supramax +1,9%