GOGL - November Talk

6seas
GOGL 15.11.2017 kl 09:23 26426

Solgt nå da wolf...
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Kbkristi
22.11.2017 kl 16:01 9168

Ja, nettopp derfor bør de begynne å bli litt svett :)
Yankeen må vel også finne fram kalkulatoren etterhvert. De er jo glade i utbytteaksjer.
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Kbkristi
22.11.2017 kl 16:55 8999

Vi følger US, og kun 1.500 solgte aksjer var nok til å sende kursen fra $ 8,07 til $ 7,99 i løpet av 1 min og 19 sekunder. Da var total omsetning der 32.477. I Norge var det omsatt godt over 1,4 mill aksjer, Allikevel er det så lett å manipulere kursbildet i Norge!
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sognoksen
22.11.2017 kl 17:20 8977

Da er det bare og kjøpe i USA og kjøre opp kursen og selge på OSSE kan Meglerhusa holde på så har vel vi lov og .kjøpe i slutthandelen på 8:50§ da skulle vi opne på 70 i morgen.lol
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Kbkristi
22.11.2017 kl 17:38 9032

Det skal ikke så mye til for å manipulere kursen, men man må ha både realtime, ordredybde samt litt kløkt.
Alt dette skulle en tro de som forsøker å lokke av dere dyrebare Gogl-aksjer for en billig penge besitter.
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Sa2ri
22.11.2017 kl 19:01 8898

Morgan Stanley er ute med en oppdatering på GOGL etter 3Q17-fremleggelsen i går. De har en kjøpsanbefaling med kursmål $9,50 og skriver skriver blant annet følgende:

"Golden Ocean Group
Time For Dividends
MORGAN STANLEY & CO. LLC

Stock Rating - Overweight
Industry View - In-Line
Price Target - $9.50

GOGL reported better than expected 3Q results. With all debt restrictions lifted and a profitable market, GOGL is now ready to pay dividends. As the largest dry bulk player, we expect GOGL to maintain its valuation premium with the market looking beyond the winter weakness."

De mener også at GOGL vil kunne gi et greit utbytte basert på en 50% EPS payout, og skriver blant annet følgende om dette:

"Following the resumption of ordinary quarterly amortization and the termination of the cash sweep starting in 4Q, we estimate GOGL's cash breakeven at $12-12.5kpd or $1.6k below its EPS breakeven. Under our base case, we forecast GOGL's NTM free cash flow per share exceeding $1.15 assuming average Capesize rates of $21.5kpd. During this period, we conservatively model GOGL paying out $0.37, based on 50% EPS payout, although we see highly likely a full cash flow distribution."

Det er også verdt å merke seg at de har et kursmål på $16 på GOGL i et bull case, og om dette skriver de følgende:

"Bull $16
12-18 month fwd EV/Fleet Value: 110-115%
NAV: $12-13/sh
DPS: $1.00
Steel and iron ore prices rise further, driving iron ore freight rates from Australia to China to $10-11/ton. Strong Chinese demand and rising commodity prices, coupled with shrinking fleet supply, accelerate recovery. Capesize and Panamax rates rise to $30kpd/$17kpd respectively allowing GOGL to return to profitability by the end of 2017. GOGL is using its stock as a currency to expand further. Asset values increase another 15-20% from our base case, and GOGL's NAV rises to $12-13/sh. GOGL is able to pay a dividend of at least $0.90-1.10 (at 50% EPS payout)."

Fotis Giannakoulis
EQUITY ANALYST

Ole Slorer
EQUITY ANALYST
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Kbkristi
22.11.2017 kl 19:44 8894

Er nok den mest ærlige analysen til nå.
Men hvorfor skal Gogl ekspandere mer? Vi har en mulig oppgangsperiode på 2-3 år foran oss. Skal da pengene gå til innkjøp av nye skip, som vil stupe i verdi om 3 år?
Nå er det på tide aksjonærene får igjen for sin tålmodighet, og der tror jeg gamle John er enig med meg.
Når gjeld og utgifter er betalt, bør resten gå til aksjonærene. Så 80% EPS payout bør ihvertfall være på sin plass.
Blir det pengemangel i neste nedgangstid, så kan de som vil, være med på nye emisjoner.
Ikke umulig at vi kan se utbytte på $ 1,50 i løpet av ett år. Kanskje ikke så mye i 2018, men ihvertfall 2019.
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sognoksen
22.11.2017 kl 22:38 8605

Nå må vel 68 ryke når morgen sier kjøp
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Slettet bruker
22.11.2017 kl 22:40 8599

70 før fredag kl 16:25
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KJEPET
22.11.2017 kl 22:59 8563

Som dere ser går prisen f.eks på armeringsjern futures (rb1801) til himmels om dagen. I morgen brytes kanskje 4000 grensen. Det er kjempemarginer nå og etterspørselen er stor. Prisen på jernmalmen pleier å korrelere ganske bra med stålprisene, men nå har vi et brudd opp på stålet. Dette kommer til å presse prisene og etterspørselen på malmen opp. Renere malm må til og dette skal fraktes ifra Australia og Brasil (innlandsgruvene er kraftig redusert).

GOGL ble solgt ned på frykt, i tillegg til shorten kraftig, og til slutt dumpet helt ned til 58.- av en desperat Netfondskunde. Nå bør det ikke være noen tvil om at frykten for kollaps i jernmalm demand bør være borte, eller sitter folk fortsatt på gjerdet og venter? Om gjerdet er fullt av usikre sjeler, hva skal til for å se at bulk har en strålende fremtid (2-3 år fremover)?
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Mollen
22.11.2017 kl 23:21 8630

Folk kommer nok ned fra gjerdet for fullt først når utbytteutbetalingene kommer i gang vil jeg tro. Det er vel også da man fullt ut vil få priset inn økningene i skipsverdiene. Sammen med et godt ratebilde får vi da en herlig Goggencoctail som gir uttelling for tålmodigheten :)
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Bassefix
23.11.2017 kl 07:19 8430

Iron ore er oppe 2,94%
Coking Coal er oppe 3,20%

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Bassefix
23.11.2017 kl 07:24 8432





EWS COMMODITIES REPORT / ANALYSIS OIL & ENERGY WORLD ECONOMY STOCK MARKET NEWS





Home / Shipping News / Dry Bulk Market / Capesize Market to Rally Until at Least the First Quarter of 2018 Says Shipbroker
Capesize Market to Rally Until at Least the First Quarter of 2018 Says Shipbroker
in Dry Bulk Market,Hellenic Shipping News 23/11/2017


Despite a looming iron ore imports’ curb from China, shipbrokers like Cotzias Intermodal Shipping appear to be optimistic about the medium-term prospects of the Capesize market. In its latest report, the shipbroker did mention that “China consumes more than two-thirds of the global seaborne iron ore market and at the same time produces as much steel as the rest of the world combined. Beijing’s war on smog has concentrated on the country’s steelmaking hubs near the capital where mandated cuts of as much as 50% came into actual effect last month. The Chinese government announced that it would shut about a third, or around 1,000, of the country’s iron ore mines which struggle with average grades of only around 20% iron ore content”.

According to the shipbroker, “Chinese imports of high-quality iron ore fines and lump ore from Australia, Brazil and South Africa topped 100m tonnes for the first time in September, but plunged by 23% last month to 79.5m tonnes as steelmakers work through inventory amid lower production. Total shipments for the first ten months of the year is up 6.3% to 896m tonnes. Iron ore spot markets rose strongly again yesterday, the price for benchmark iron ore 62% fines, jumped by 1.4% to $63.47 a tonne, adding to the 1.7% gain achieved on Friday last week. As a result of the back-to-back gains, it now sits at the highest level since September 27”.
Mr. Christopher T. Whitty Commercial Manager with Cotzias Intermodal Shipping says that “we see strong positive signs that restrictions on steel production in China are now fully in force and are crimping iron ore demand from local mills. Chinese authorities have enforced steel production cuts between mid-November and mid-March 2018 in an attempt to improve air quality in northern Chinese provinces during winter. In general, there are concerns that against weakening demand from steel mills, the increase in China’s iron ore production might lead to less import appetite, weighing down on seaborne prices to a certain extent”.

However, according to Mr. Whitty, “in any case we have a positive outlook. Capesize rates, which since August have recovered to their strongest levels in three years, are likely to retain their underlying strength until at least the first quarter next year. Average earnings for Capesize ships, which typically haul around 180,000 tonnes of iron ore, are around $26,350 per day, compared with $8,208 per day last year. Overall iron ore cargo volumes also grew by 4 percent last year compared with 2 percent growth in the capesize fleet in 2016. Charter rates on key routes such as the Western Australia-China route fell to $7.64 per tonne on Wednesday last week against $8.31 per tonne the week before. Rates hit $8.98 per tonne on Oct. 17, the highest since November 2014. Freight rates on the route from Brazil to China slipped a bit to $18.25 per tonne on Wednesday, from $18.41 a week earlier. They marked $19.60 per tonne on Sept. 25, still the highest since November 2014. Looking at the big picture there is a strong momentum building up”, he concluded.
Nikos Roussanoglou, Hellenic Shipping News Worldwide
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Sa2ri
23.11.2017 kl 08:16 8342

Fra PAS sin Shipping Daily i dag:

"Positive sentiment is continuing for capesizes, with Asian fixtures done at consistently higher levels than last done. We find the FFA development for January to be very positive, with the paper now trading above USD 14,000/day – up some USD 2k/day over the past week. Also steady for smaller bulkers."

Tror det kan bli en god dag for GOGL:-)
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KJEPET
23.11.2017 kl 08:24 8327

For ikke mange ukene siden var FFA for januar på under $10.000 (som jeg synes virket helt urimelig). At den nå er over $14.000 bør sende GOGL godt over 70.- innen kort tid (1-2 uker).
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6seas
23.11.2017 kl 09:48 8224

Arctic handler 100k askjer første timen,,,
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KJEPET
23.11.2017 kl 10:01 8191

Ja, for ikke å si nesten 200k :-)

DNM kunden(e) har kastet alle kortene og har solgt stort fra 58.- til 63.-. Nå lemper de ut igjen. Shorterne, som har dekket seg inn mye i samme periode, og nå ARC er evig takknemlige.

Edit 10:40: Ny forsvarsattack i fra MSI på støtten (rundt 67,80.-), akkurat som ventet. Vil det vare denne gangen? Jeg tror folk nå er ferdige med å gi bort aksjene sine til denne kursen. Nå er det snart på tide med "hanken", som har blitt forskjøvet i tid på grunn av usikkerheten rundt situasjonen i Kina i vinter.
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Bassefix
23.11.2017 kl 10:57 8101

Dry Bulk FFA: Capesize In Bullish Phase
in Dry Bulk Market,International Shipping News 23/11/2017


In a market range, but technically bullish. Upside moves that make fresh market highs will create a bearish divergence and market buyers should remain cautious on bullish breakouts because of this.
• Dec – The fresh market high has put the Dec futures in bullish territory. However we are now seeing a bearish divergence in the market and this would suggest we could soon see another corrective phase.
• Cape Q1 18 – A bullish technical that is already reacting to the bearish divergence in the market. Caution on a close below USD 11,157.
• Cal 18 –Like the Q1 18 futures the Cal 18 is technically bullish but reacting to a bearish divergence in the market. Caution on a close below USD 13,883.
Capesize Index

Support – 20,626, 19,893, 17,929
Resistance – 22,631, 27,866
Weekly stochastic in overbought territory
Daily stochastic at 32
The Capesize index is currently range bound but remains in a bullish technical phase, based on higher highs and higher lows. The stochastic is looking weak and not matching price action and this would suggest that if we see an index print above USD 22,613 it will almost certainly result in a bearish divergence. Not a sell signal this does suggest that upside momentum is slowing and market buyers should keep risk tight. Caution on market pullbacks below USD 20,626 as this will increase the probability of a lower high forming and the index entering into a longer term corrective phase.

Capesize Dec 17 Daily

Support – 16,270, 16,035, 15,550
Resistance – 18,525, 18,729, 19,007
Daily stochastic is at 73
The new high close on the 20/11/17 triggered a bearish divergence with the stochastic. Not a sell signal it does warn of weakening momentum and has resulted in the Dec futures making a lower daily close. Divergence aside the fresh market highs have put the technical back into a bullish trending environment, and at this point a market pullback is expected to produce a higher low. Downside moves that close below the USD 16,270 support would neutralize the current upward move, and increase the probability of a lower high forming, and a potentially more sustained corrective phase.

Capesize Q1 Daily

Support – 11,157, 10,983, 10,220
Resistance – 11,957, 12,451, 12,757
Stochastic is at 80
The Q1 18 futures continue to make higher highs and higher lows and remain in a bullish trending environment. The recent ne high close has resulted in a bearish divergence forming. This does not mean the market top has been achieved, but it does suggest the current upward wave is entering a corrective phase. Downside moves that close below the USD 11,157 support would suggest that this could be more than a corrective wave within a bull trend, and increase the probability of a lower high forming.

Capesize Cal 18 Daily

Support – 13,883, 13,791, 13,340
Resistance – 13,465, 14,567, 14,829
Stochastic is at 73
In essence the Cal 18 technical is very similar to that of the Q1 18. The fresh market high has resulted in a bearish divergence and the bull technical has entered into a corrective phase. Downside moves the close below the USD 13,883 support would weaken the technical and increase the probability of a lower high forming. However downside moves that hold above the current support level would suggest upside continuation. Technically bullish but in a corrective phase.

Source: Freight Investor Services (FIS)
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Sa2ri
23.11.2017 kl 11:34 8044

Capesize FFA Commentary:
Another positive day for the big ships as the Atlantic continues to edge higher and the paper remains at a discount to the spot. Some good volume changed hands today as buyers gained confidence. We are now at the years high’s for the December contract and the technicals suggest that the upward momentum is starting to wane. An interesting end to the week is in store if the IOS continues in its journey to the moon.
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Slettet bruker
23.11.2017 kl 12:05 7983

+4,3% på Cape nå :) Kanskje vi kommer til et tall vi ikke har sett før?
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Øying
24.11.2017 kl 08:22 6999

Dagens aksje:
Golden Ocean Group Limited har falt tilbake mot gulvet i en stigende trendkanal. Videre oppgang indikeres og dagens kursnivå kan være en god inngangskurs. Kursen har også brutt et motstandsnivå på kort sikt og gitt kjøpssignal fra kortsiktig trading range. Aksjen har støtte ved ca 58.00 kroner og motstand ved ca 76.00 kroner. Positiv volumbalanse styrker aksjen på kort sikt. Aksjen anses samlet sett teknisk positiv på middels lang sikt.
Anbefaling: Kjøp
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Bassefix
24.11.2017 kl 08:27 6999

Asia Dry Bulk-Capesize rates may rise further on more cargo charters
in Dry Bulk Market,International Shipping News 24/11/2017


Freight rates for large dry cargo ships on key Asian routes are set to climb further amid tightening vessel supply from increased chartering activity and shipment delays due to unfavourable weather in China, brokers said.
Bad weather delays in China have disrupted future sailing schedules while recent charters have committed ships to load cargoes in late November and early December. These have reduced the number of ships available for charter, brokers said.
“I think rates will push up in both basins (the Atlantic and Pacific) in December that will give a better start to January,” a Singapore-based capesize broker said.
Average daily earnings for both capesize and smaller panamax ships are at a three-year high on both a weekly and annual basis after rates started to rise in August.
Earnings for 180,000 deadweight tonne (DWT) capesize ships hit $25,349 per day on Nov. 10, the highest weekly average since rates topped $28,748 per day on Nov. 7, 2014, according to data from shipping services firm Clarkson.
Daily earnings are averaging $15,703 per day so far this year, the highest since 2014.
Earnings for 80,000 DWT panamax vessels surged to $11,775 per day on Nov. 10 and average $10,387 per day this year, also the highest since 2014.
“(The) present bounce back in freight rates show that the present market is solid and has the ability to push,” Norwegian ship broker Fearnley said in a note on Wednesday.
But the capesize and panamax markets could face headwinds from China’s cutback in steel production which starts this month and lasts through March. Iron ore and coal, key steelmaking ingredients, are staple cargoes for these ships.
Production cuts could reduce China’s iron ore imports by as much as 80 million tonnes, maritime consultant Drewry said in a note, adding it expects freight rates for capesizes to stay at current levels until the first quarter.
Capesize charter rates on the Western Australia-China route rose to $8.35 per tonne on Wednesday from $7.64 last week. Freight rates from Brazil to China climbed to $18.50 per tonne from $18.25.
Panamax rates for a north Pacific round trip voyage rose to $9,029 per day on Wednesday from $8,977 a week ago.
Rates in Asia for smaller supramax ships rose slightly on tighter tonnage supply and higher cargo volumes.
Source: Reuters (Reporting by Keith Wallis; Editing by Manolo Serapio Jr.)
Leveret af Google OversætOversæt
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Bassefix
24.11.2017 kl 08:28 6996

Dry Bulk Market Looking in Good Shape Until the end of 2017
in Dry Bulk Market,Hellenic Shipping News 24/11/2017


In its latest weekly report, shipbroker Allied Shipbroking said that “it has been a tough couple of weeks for the dry bulk market, with the brakes having been applied by charterers once more and rates rolling back slightly as the market went silent in terms of fresh interest. We seemed to be on the verge of a gradual downtrend that if it were so would continue through into the New Year. In the midst of this however, there still seems to be some positive momentum reserved in the background which may well keep things buoyant for a little while longer and may even hold a final positive rally before the gradual retreat”.
According to Allied’s George Lazaridis, Head of Market Research & Asset Valuations, “interest in the major dry bulk commodities seems to be on a softening curve now. This has been greatly reflected in the price tumbling noted in the futures contracts in China this past Wednesday. Iron ore, the top commodity moved in the dry bulk market and a key ingredient in steelmaking, noted a drop of as much as 4.6 per cent. With steel production cuts starting to take shape and overall demand starting to slowly tail off now, many are starting to get a sense that this year’s market peak has now past. A similar bearish feel was being seen in the prices for coal, with the price of thermal coal down by 0.8 per cent, just after rounds of discussions ended between policy makers, major producers and utilities which set local coal prices for 2018 at the same contract prices we were seeing in 2017. Being a disappointment for the major utilities, the fear is that an increased pressure would start to be felt in the market and possibly eating away some of the positive momentum noted during the past year”.

Lazaridis said that “these seemed to be more so temporary shocks on the prices of these commodities rather than any fundamental change in the market, with markets spooked slightly from the crackdown that has taken place in the steel producing and coal mining industries. Having said that, as the week came to a close there was a sense that a slight improvement may well be in sight and most traders were starting to feel a resistance emerge in the market. With the rest of the dry bulk commodities still showing some strength in fresh interest, more so in trades such as for steel products as China looks to shift the ample stockpiles it compiled over the past couple of months and the grain trade as both Russia and the US seem to have accumulated a fair amount of stocks from the latest harvests, there may well still be enough fundamentals in the market to help drive things in a positive direction for the remainder of the month”, Allied’s analyst noted.

He continued his analysis by stating that “even from the iron ore and coal trade, some traders are still holding a positive outlook for the next couple of weeks, with the crackdown made on steel producers and miners by the Chinese government possibly leading to an ever bigger shift towards higher Fe content iron ore (a trend that has been well noted these past couple of months as the price gap between different qualities of iron ore really started to widen), and better quality coal which is less pollutant (although in terms of steel making the cut down in emissions would bring about in theory a decrease in coal used for steel production). Mixed messages you may well think, though overall, we do still see a fairly positive picture being painted for the remainder of the year. Expectations should still hold off a gradual softening to be noted before we reach the end of the year and a trend that should in theory continue up until the Chinese New Year in early 2018. For the moment though there may still be some positive developments to be seen along the way”, Lazaridis concluded.
Nikos Roussanoglou, Hellenic Shipping News Worldwide
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KJEPET
24.11.2017 kl 09:50 6846

I midten av mars i år var kursen i GOGL 69.-. Da var ratene $15.764/day. Den gang viste FFA for Q1 18 $10.500/day og Q4 17 lå på $16.500/day.

Ratebildet har overrasket positivt og slått alle forventninger siden den gang, og Q3 for GOGL gikk i pluss.

I dag ligger ratene på $23.381, altså 33% høyere enn i mars. FFA pr. i dag viser for Q1 18 $12.000 som er ca. 12% høyere enn hva som ble spådd i mars i år. FFA for 2019 viser omtrent likt.

Pr. i dag er kursen 4 % lavere enn den var i midten av mars i år...........
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Slettet bruker
24.11.2017 kl 10:03 6831

Nytter ikke å komme trekkende med matematikk her desverre. Jeg sverger til svartekunst i håp om å drive kursen opp.

Er bare bull overskrifter på hellenicshippingnews nå, så det er håp for oss.
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KJEPET
24.11.2017 kl 11:02 6776

Ja, er det én ting jeg har lært etter alle årene på børsen, så er at det man skriver her inne har NULL betydning for noe som helst:-). Jeg skrev det som grei historisk/matematisk fremstilling for de som skulle være interessert.
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jama
24.11.2017 kl 12:02 6660

Morgan Stanley selger unna gogl-aksjer med begge hender. Det gjelder å holde aksjen rundt 65 lengst mulig. Spennende hvor ratene havner i dag.
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KJEPET
24.11.2017 kl 12:17 6651

Det er jo slik de forsvarer shorten sin. Foreløpig går det fint. Selger massivt når det nærmer seg støtte, da blir endel investorer skremt og selger. På lavere kurser kjøper de seg opp igjen for å selge ut når støtten nærmer seg igjen. Slik har de holdt på de siste bruddforsøkene. Siden det ikke er noen interesse og trykk fra andre investorer så går dette fint gang på gang.

Det som er forskjellig fra de andre gangene er at de nå må bruke mer penger på å holde kursen unna støtten. Samtidig er det større volum rundt den siste toppen enn tidligere. Det borger for at trykkokeren nå snart eksploderer. Når det først skjer så får vi både i pose og sekk. De på gjerdet kommer løpende og kjemper om aksjene sammen med shorterne. Det kan skje når vi får et etablert brudd på 68.-.

Tipper vi runder $25.000/day i løpet av neste uke. Da blir det umulig å holde kursen under støttenivået:-)
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jama
24.11.2017 kl 12:29 6604

Rateoppgangen fortsetter den 24.11.2017.
--------------
BULK:BALTIC CAPESIZE 4TC +1,0% TIL USD 22.532/DAG

12:03
Oslo (TDN Finans): Baltic capesize 4TC stiger 1,0 prosent til 22.532 dollar pr dag, melder Bloomberg News fredag.

Baltic capesize 4TC rapporteres til en fast differanse som er 1.064 dollar lavere enn den nyere Baltic capesize 5TC-indeksen, som inngår i Baltic Dry-indeksen.
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Kbkristi
24.11.2017 kl 13:12 6541

For hver dag som går, så blir det større og større verdier bak hver Gogl-aksje.
Matematikken blir nok viktig etterhvert for de som kan gangetabellen.
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Bassefix
24.11.2017 kl 13:23 6540

Fearnleys Weekly - Dry bulk

Chartering - Supramax

A quiet start to the week. USG closed last week a bit tighter, and continued into the new week on a positive tone with little concluded, however. Trip to Far East fixing low USD 20k and trip to Continent mid 15k’s. Continent Smx fixing via Baltic to Emed is at high USD 12k. Ultramax seeing mid USD 11k for short period redly Atl. As we see a little bit improvement from the SE Asia market, we believe the Far East market might have touched the bottom already, but recovery is going to be slow considering the amount of open tonnage. In SE Asia, less spot tonnage with a few more vessel requirements brought the market slightly up from last week's levels.

Chartering - Panamax

Another slow and uneventful week for the Panamaxes with decreasing freight rates in both hemispheres. Nevertheless, during the last couple of days there has been a slightly more positive trend in the Pacific region compared to the sentiment in the last couple of weeks. People now wonder if we will see the same turnaround also in the Atlantic region, but that depends largely on the number of fresh cargoes coming out in the market in the coming days. Time of writing, TA and FH are respectively at levels around high 10k’s and high 16k’s, while a transpacific RV is priced at around 9k’s. The short-term outlook remains mixed and the slightly more positive trend in the Pacific region questions the direction of the market.

Chartering - Capesize

At the end of last week the Cape market did take a beating, and freight rates for West Aussie to China went down close to mid USD 7 pmt mark. The market started to be nervous that we had hit the peak of Q4 and was entering the seasonally more depressing Q1 market. However, at the mid of this week, the freight rates jumped back up to the mid USD 8 pmt level on West Aussie to China route. Again there was delays in China ports in combination with all the West Aussie miners entering the market with spot/ppt cargoes that was pushing it up again. Present bounce back in freight rates show that the present market is solid and have the ability to push back.

ACTIVITY LEVEL
Capesize Kamsarmax Ultramax
Active Mixed Mixed
RATES
CAPESIZE (usd/day, usd/tonne) This week Last week Low 2017 High 2017
TCT Cont/Far East (180' dwt) 33,500.00 32,000.00 12,000.00 35,000.00
Tubarao / R.dam (Iron ore) 11.00 11.00 4.00 11.00
Richards Bay/R.dam 10.00 10.00 4.00 10.00
PANAMAX (usd/day, usd/tonne)
Transatlantic RV 11,000.00 11,250.00 5,600.00 14,800.00
TCT Cont / F. East 17,000.00 17,000.00 11,600.00 21,000.00
TCT F. East / Cont 4,500.00 5,000.00 2,500.00 8,600.00
TCT F. East RV 9,000.00 9,000.00 2,500.00 14,000.00
Murmansk b.13-ARA 15/25,000 sc 7.60 7.70 5.00 8.20
SUPRAMAX (usd/day)
Atlantic RV 13,000.00 12,800.00 8,250.00 13,000.00
Pacific RV 8,000.00 8,000.00 3,900.00 11,000.00
TCT Cont / F. East 17,000.00 17,500.00 12,000.00 20,000.00
1 YEAR T/C (usd/day)
Capesize 180,000 dwt 16,500.00 16,000.00 10,250.00 17,000.00
Capesize 170,000 dwt 14,800.00 14,500.00 8,650.00 15,500.00
Panamax 75,000 dwt 11,000.00 11,000.00 7,250.00 12,400.00
Supramax 53,000 dwt 9,850.00 9,600.00 6,600.00 10,750.00
Baltic Dry Index (BDI): 1413 previous week: 1374
SALES AND PURCHASES
Vessel Size Built Buyer Price Comm.
Ocean Ambition 82 000 2014 Undisclosed 22,00
Ocean Forte 81 616 2015 23,00
Ocean Vision 81 502 2015 23,00
Ocean Integrity 81 499 2015 23,00
Karaagac 53 350 2007 Chinese 9,80
DZ Qingdao 49 047 1996 Far Eastern 4,70
Franbo Wind 46 513 2001 Chinese 7,35 Pending CCS approval
Magnolia 31 916 1997 Undisclosed 4,30
Jupiter II 27 000 2009 Undisclosed 6,10
Redigert 21.01.2021 kl 07:25 Du må logge inn for å svare
RedRabbit
24.11.2017 kl 13:57 6455

MSI, MLI og JPM netto selger jevnt hele veien og Marshall dekker inn short posisjonen, med jevne mellomrom. Når disse er ferdige og klare for positivt rykk i aksjen, blir det gøy for oss andre tålmodige GOGL eiere. Det tikker inn gode meldinger hver dag, og det MÅ jo gi gode børs resultater snart.
Hadde vært hyggelig og kunne innkassere ett mindre julegratiale.
Redigert 21.01.2021 kl 07:25 Du må logge inn for å svare
Kbkristi
24.11.2017 kl 15:58 6348

Uka har jo ikke vært så aller verst den da. Sist fredag var sluttkurs 59,35, så da har vi skrivende stund en oppgang på 11,54 % på en uke.
Redigert 21.01.2021 kl 07:25 Du må logge inn for å svare
RedRabbit
24.11.2017 kl 16:00 6355

Sant, sant, men vi burde vært så mye høyere, sett iforhold til historien gjennom 2017.
Redigert 21.01.2021 kl 07:25 Du må logge inn for å svare
jama
24.11.2017 kl 17:04 6276

Meglerhusene MSI, MLI og JPM må jo gi seg med sin kjøp/salg politikk av mindre lotter for å kontrollere kursen. Kanskje må vi vente til nytt finansår før de slipper aksjen fri. Ratene er jo svært bra nå og selskapet tjener bra med penger og det må om ikke så lenge avspeile seg i kursen.
Redigert 21.01.2021 kl 07:25 Du må logge inn for å svare
Slettet bruker
24.11.2017 kl 22:38 6115

GOGL sluttet på 8.15, opp 0.62% i USA i kveld, tror vi får en hyggelig dag på børs mandag :-)
Redigert 21.01.2021 kl 07:25 Du må logge inn for å svare