Helt tydelige at saftige utbytter (fra Q3) og høy inntjening påvirker kursen svært negativt..

Freight futures am update
Capesize up ~5%
Panamax up ~4%
#shipping #drybulk $BDRY

Om dette er vendepunktet for høsten er det jo bare helt magisk :-)

Freight futures am update
Capesize up ~5%
Panamax up ~4%

Som nevnt tidligere i dag, siste mulighet i dag med billigsalg på 40 tallet :-)

Helt vanvittig volatilitet i ratene om dagen. Det er nesten så man er fristet til å trade gogl i stedet for å sitte stille.

GOLDEN OCEAN GROUP LIMITED: GOGL - INVITATION TO PRESENTATION OF Q2 2019 RESULTS

13:15
In connection with the release of Golden Oceans second quarter 2019
results in the morning (CEST) Thursday August 15, 2019, a
teleconference/webcast will be held as described below:

Teleconference and webcast
A conference call will be held at 03:00 P.M. CEST (09:00 A.M. New York
Time) on Thursday August 15, 2019. The presentation will be available for
download from the Investor Relations section at www.goldenocean.bm (under
Presentations) prior to the teleconference/webcast.

In order to listen to the presentation you may do one of the following:

a. Webcast
Click the Webcast link on www.goldenocean.bm

BULK:BALTIC DRY-INDEKSEN +1,6% TIL 1.748 POENG

14:01
Oslo (TDN Direkt): Baltic Dry-indeksen er opp 1,6 prosent til 1.748 poeng, ifølge The Baltic Exchange fredag.

Baltic Dry +1,6%

Capesize +1,0%

Panamax +3,2%

Handysize +0,4%

Supramax +1,2%

Ikke bare vi her inne som mener Gogl har mye å gå på vs rateøkningen vi har sett i hele Q2. Tror det er lurt å posisjonere seg her nede før q1 pres neste torsdag med guiding da resten av året / 2020! :-)

....,
For the month of August, $BDRY has outperformed dry bulk stocks by more than 15%.
Since April 1, $BDRY has outperformed dry bulk equities by more than 65%, as stocks have missed one of the strongest rallies in freight rates.e bare vi her inne som mener GOGL nå har MYE å hente inn vs den kraftige rateøkningen vi har hatt i hele Q2!

Hvis du ha en god latter på en fredags kveld bør du gå inn på goldenocean. bm->svare price og se på GOGL og BDI i samme graf siste 6mnd.

Clarksons on Capesize rates:”The cape curve opened higher this morning with the physical picture looking strong due to weather related delays expected in the pacific, and c5 printing higher on the back of this”
#shipping #drybulk $BDRY

Baltic index nudges up, but posts third weekly fall
in Dry Bulk Market,International Shipping News 10/08/2019


The Baltic Exchange’s main sea freight index rose on Friday, buoyed by an uptick in demand across all vessel segments, but still posted its third straight week of losses.

The Baltic index, which tracks rates for ships ferrying dry bulk commodities, rose 28 points, or 1.6%, to 1,748 points.

The index on Thursday broke a 12-session losing streak, but posted a 2.2% weekly decline on Friday.

The capesize index gained 41 points, or 1.3%, to 3,222 points. The index posted its third straight week of decline, down about 7.7%.

Average daily earnings for capesizes, which typically transport 170,000 tonne-180,000 tonne cargoes such as iron ore and coal, rose $240 to $24,022.

“The second half of 2019 will be much better than the first half of 2019 as Vale continues to ramp up its iron ore production and exports, and scrubber installations continue to limit fleet availability,” Jefferies said in a note.

Vale’s resumption of production at Brucutu, its largest mine in the state of Minas Gerais, pushed Brazil’s iron ore exports to the highest level in nine months in July, data showed last week.

The panamax index gained 59 points, or 3.2%, to 1,898 points, highest in more than a week. The index has risen 6.7% this week, its first weekly gain in three.

Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 tonnes to 70,000 tonnes, rose $468 to $15,169.

The supramax index was up 11 points at 970 points.
Source: Reuters (Reporting by Shreyansi Singh in Bengaluru; Editing by Maju Samuel)

China Goes Big on Commodities Purchase Amid Shifting Trade War
in Dry Bulk Market,Freight News 10/08/2019


Commodity purchases by China rebounded strongly in July. Imports of soy to coal and crude oil gained, signaling demand in the world’s biggest buyer remains solid even as a trade spat with the U.S. escalates.

The increase comes as the nation’s overall imports shrank less than forecast while export growth rebounded, signaling some recovery in trade before new tariffs threatened by the U.S.

The nation’s total imports “look surprising,” with the strong commodity component driven by both rising prices and volumes, said Betty Wang, senior China economist at Australia & New Zealand Banking Group Ltd. in Hong Kong. “Coal and crude oil volumes also held up, which could be seen as signs of rising energy demand,” she said, adding that higher iron ore prices year-on-year also boosted the value of imports.



Soy

Soybean shipments jumped in July to the highest level in almost a year as Chinese crushers boosted volumes from South America, and before halting U.S. purchases. Imports rose to 8.64 million tons last month, from 6.51 million tons in June and 8 million a year ago. The strength may persist through August and September, which could raise inventories and slow future purchases.

Coal

Coal imports surged to the highest in six months as companies brace for tougher import controls in the second half. Shipments jumped 13% in July from a year ago to 32.89 million tons, handing authorities further impetus to clamp down as they aim to keep annual volumes at levels similar to last year’s.

Crude Oil

The end of a peak maintenance period saw China’s crude oil imports recover in July as state refiners rebuild stockpiles. Purchases climbed 14% on-year to 41.04 million tons. Additional crude oil quota to private refiners should keep imports upbeat in the second half, according to a note from ANZ.

Iron Ore

Iron ore sees yet more evidence of rebounding supply. Chinese imports soared to 91 million tons in July from 75 million a month earlier as output disruptions in Australia and Brazil ease. Purchases were also up slightly from a year ago.

Copper

Chinese buying of overseas copper concentrates rose to a record amid an ongoing push to boost domestic refining capacity. And while inbound cargoes of unwrought copper and products fell from a year earlier, they were up from the prior month as import premiums rose.
Source: Bloomberg

15.aug. kommer q2 og halvårs rapporten.

SGX iron ore futures taking another dive in Asia, with the front month contract down ~6% to six month lows of ~$83/ton. As a comparison, front month futures were trading ~$75/ton just days before the Vale dam accident in late January.
#shipping #drybulk $BDRY https://t.co/DDAUaiIgYm

Det er mandag og futtene er opp!! Liten omsetning i gogl , børsene er opp i Europa. Oslo og gogl er ned.

Kina-cape / Pmax opp hhv 2,90 / 1,0 %.

Capsize +1,6% i dag

Donald blåmandag 🤪

Freight futures am update
Capesize up ~2%
Panamax up ~4%
#shipping #drybulk $BDRY

SHIPPING: BALTIC DRY-INDEKSET STIGER 1,49 PCT. TIL 1774 POINT

BULK:BALTIC DRY-INDEKSEN +1,5% TIL 1.774 POENG

14:01
Oslo (TDN Direkt): Baltic Dry-indeksen er opp 1,5 prosent til 1.774 poeng, ifølge The Baltic Exchange mandag.

Baltic Dry +1,5%

Capesize +1,6%

Panamax +1,8%

Handysize +0,1%

Supramax +0,6%

Q3 blir konge :-)

Nå: "FFA:Capes trading better this AM on back of better physical reported in both basins.".

hvorfor spikerpis når det renner inn millioner?

Det kan du takke Donald for :/

"Sooner or later....the true value behind your stock"........i mellomtiden får vi ta utbytte

Benjamin Graham - The Intelligent Investor?
Du har kanskje noen anslag på snittrater for Q2, hva kan vi vente oss på torsdag?

Positivt lesestoff : https://www.hegnar.no/Nyheter/Boers-finans/2019/08/Vi-forblir-positive-til-resten-av-2019

BULK:3 CAPESIZE-SPOTSLUTNINGER MANDAG

06:30
Oslo (TDN Direkt): Det ble rapportert om tre capesize-spotslutninger mandag, der en er for jernmalm og to er for kull.

Det fremgår av en slutningsliste fra Arrow Shipbroking Group.

Det ble sluttet en reise fra Brasil til Tyrkia, en reise fra Colombia til Nederland og en reise fra Australia til Sør-Korea.

Baltic Exchanges capesize-indeks steg foregående handelsdag 1,62 prosent til 24.410 dollar.

LK finans@tdn.no

bare 3 slutninger men futures er opp? her om dagen var det 13 slutninger og ratene gikk ned... er det bakventland som gjelder..

GOLDEN OCEAN GROUP LIMITED: GOGL - GOLDEN OCEAN GROUP LIMITED AND FRONTLINE LTD. INVEST IN BUNKERING JOINT VENTURE WITH TRAFIGURA

08:45
Golden Ocean Group Limited (Golden Ocean) (NASDAQ and OSE: GOGL) and
Frontline Ltd. (Frontline) (NYSE and OSE: FRO) (together, the
Companies) today announced that they have entered into a non-binding term
sheet agreement with Trafigura Group (Trafigura) to establish a leading
global supplier of marine fuels (the JV). Golden Ocean and Frontline will
acquire 10 percent and 15 percent interests in the JV, respectively and
Trafigura will contribute its existing physical bunkering activities to the
JV. Subject to agreement on final terms, the JV is expected to commence
operations in the third quarter of 2019, and will act as the exclusive
purchaser of marine fuels for Trafigura, Golden Ocean and Frontline, as
well as certain entities affiliated with Hemen Holding Ltd, Golden Ocean
and Frontlines largest shareholder.

Birgitte Ringstad Vartdal, CEO of Golden Ocean Management AS and Robert
Hvide Macleod, CEO of Frontline Management AS jointly commented: It is
anticipated that IMO 2020 will create logistical marine fuel supply issues
for shipowners globally. In addition to presenting a compelling economic
opportunity, our participation in the JV will ensure our ability to source
and acquire marine fuels at competitive prices on a continuous basis. This
transaction represents yet another instance where we have been able to
leverage our relationship with other entities of Hemen Holding Ltd to
create significant economies of scale and a real competitive advantage. We
look forward to working with Trafigura, our JV partner, to create one of
the worlds leading suppliers of marine fuels.

Jeremy Weir, Trafiguras Executive Chairman and CEO, commented: Todays
announcement represents a further progression in the development of
Trafiguras response to the challenges and opportunities the impending IMO
2020 regulation will present. We look forward to providing an essential
service to our clients and working closely with Frontline and Golden Ocean
to grow this venture into one of the worlds leading suppliers of marine
fuels in the coming years.

Kenneth Dam, Trafiguras Co-Head of Bunkering added: Over the past 24
months, Trafigura has been growing its physical bunkering business
worldwide. We believe that marine fuel market disruptions will be brought
on by the implementation of IMO 2020 regulations and that the JVs
increased base volumes and greater access to both infrastructure and credit
will provide increasingly competitive bunkering supply services to our
customers. We are confident in our ability to supply quality products at
competitive prices to the fleets controlled by the JV partners as well as
to third party shipowners and operators.

August 13, 2019

The Board of Directors
Golden Ocean Group Limited
Hamilton, Bermuda

Birgitte Ringstad Vartdal: Chief Executive Officer, Golden Ocean Management
AS
+47 22 01 73 53

Per Heiberg: Chief Financial Officer, Golden Ocean Management AS
+47 22 01 73 45

Trafiguras Global Press Office: +41 22 592 45 28 or media@trafigura.com

Notes to Editors

About Golden Ocean Group Limited

Golden Ocean is one of the worlds largest listed dry bulk shipping
companies, based on market capitalization and trading liquidity. The
company owns or controls a modern fleet of 77 vessels with an aggregate
carrying capacity of approximately 10.7 million deadweight tons and an
average age of less than 6 years. Golden Oceans significant scale is
further enhanced by its commercial platform, which manages 44 additional
vessels on behalf of third parties. Golden Ocean is listed on both the
NASDAQ and Oslo Stock Exchanges under the symbol GOGL. Visit:
www.goldenocean.bm

About Frontline Ltd.

Frontline Ltd. is a world leader in the seaborne transportation of crude
oil and refined products. The Company owns and operates a large, modern
fleet of 63 vessels with an aggregate carrying capacity of approximately
12.2 million deadweight tons and an average age of 4.3 years. Due to
Frontlines brand, financial flexibility, and significant scale, it holds a
unique position among its peers. Frontline is listed on both the New York
and Oslo Stock Exchanges under the symbol FRO. Visit: www.frontline.bm

About Trafigura

Founded in 1993, Trafigura is one of the largest physical commodities
trading groups in the world. Trafigura sources, stores, transports and
delivers a range of raw materials (including oil and refined products and
metals and minerals) to clients around the world. The trading business is
supported by industrial and financial assets, including 49.3 percent owned
global oil products storage and distribution company Puma Energy; global
terminals, warehousing and logistics operator Impala Terminals; Trafiguras
Mining Group; and Galena Asset Management. The Company is owned by around
700 of its 4,300 employees who work in 66 offices in 38 countries around
the world. Trafigura has achieved substantial growth over recent years,
growing revenue from USD12 billion in 2003 to USD180.7 billion in 2018. The
Group has been connecting its customers to the global economy for more than
two decades, growing prosperity by advancing trade. Visit:
www.trafigura.com

Forward-Looking Statements

Matters discussed in this press release may constitute forward-looking
statements. Forward-looking statements include statements concerning plans,
objectives, goals, strategies, future events or performance, and underlying
assumptions and other statements, which are other than statements of
historical facts. Words, such as, but not limited to believe,
anticipate, intends, estimate, forecast, project, plan,
potential, may, should, expect, pending and similar expressions
identify forward-looking statements. The forward-looking statements in this
press release are based upon various assumptions, many of which are based,
in turn, upon further assumptions. Although Golden Ocean believes that
these assumptions were reasonable when made, because these assumptions are
inherently subject to significant uncertainties and contingencies which are
difficult or impossible to predict and are beyond the control of Golden
Ocean, Golden Ocean cannot assure you that they will achieve or accomplish
these expectations, beliefs or projections. The information set forth
herein speaks only as of the date hereof, and Golden Ocean disclaims any
intention or obligation to update any forward-looking statements as a
result of developments occurring after the date of this communication.

This information is subject to the disclosure requirements pursuant to
section 5-12 of the Norwegian Securities Trading Act.

Veldig mye positive nyheter. https://www.hegnar.no/Nyheter/Boers-finans/2019/08/Golden-Ocean-og-Frontline-inngaar-joint-venture

Ja, de ligger ikke på latsiden og er på hugget i forhold til IMO2020. Med så mange positive nyheter, og pengene som renner i hver eneste dag, så skal det holde hardt om den ikke går under 46.- i dag.

😄

Skal vi tro at det endelig letter :)
Kina cape / Pmax opp også idag hhv 4,25 / 3,38 %.

skal bra opp i dag

Capsize er +7% i dag

Takker og bukker. Da bør vel 40-tallet straks være historie?

Tenkte du på 30-tallet nå kbkristi? Vi så jo tallene rundt klokka 11.00, og straks falt kursen jevn og trutt time etter. Vi har jo sett lenge nå at høyere inntjening gir lavere aksjekurser, men det skal kanskje snu en gang? (he,he).

Hehee, joda, helt enig i det Kjepet. Må si jeg ikke skjønner noe av Gogl om dagen. Q2 blir ikke imponerende. Det vet vi alle, men når skal de imponerende ratene vi har hatt i Q3 regnes med i kursen. Se mest ut som om det kommer et krakk om noen dager, så det er best å kaste alle kort???