Ak je najava početka rasta vozarina u drugoj polovici 2013. godine, onda mi se čini da samo što nije došlo vrijeme da se krene… i to malo ozbiljnije….,a siguran sam da će mnogi u tom rastu i debelo zakasniti ( čitaj : propustiti veliki postotak rasta ).
Ovo je naravno uz pretpostavku da tržište anticipira događanja cca godinu dana unaprijed…

Ovo je odlično, imaju dodatni keš na računu, a plaćati će novom vlasniku 10000 vozarinu, znači da u ATPL ipak vjeruju u oporavak tržišta u kraćem roku ili su jednostavno našli naručitelja za nešto veću vozarinu, pa će razliku prikazati u FI. Ovo je jednom sjajno ispalo sa tri strara broda, miriše na dobar ugovor.

@Kolega maratonac iskreno mi je žao svih ulagača u Atlansku zbog teških špekulacija sa ovom dionicom ali ovo će biti jedna od rijetkih dionica di će profesionalni market makeri biti nemoćni u njenoj kontroli, prema gore naravno. Nijedno nasilje nije dugog vijeka.
[smiley] [smiley] [smiley] [wink] [smiley] [smiley] [smiley]

Meni je žao svih ulagača na zse,ali kad krene up svi su pametni i zaborave ne tako davnu prošlost kad su suze lili haha.

drukeri na atpl svima rade medvjedju uslugu.da je pustite da padne kako spada jos bi se u odbijancima stiglo nesto i zaraditi,a ovako samo tu i tamo mali rast,uvijek znacajno manji od gradjevinara a uz veci rizik.zasto kupiti sada brodare kad se manje isplate?[bye]

ovo se zove skok 10% up

Au gadno, BPI +9,7%

Vaš link

Bome!

Rate($/Day) Change
BCI Average of the T/C routes $6598 (DOWN 29)
BPI Average of the T/C routes $11882 (UP 1047)
BSI Average of the T/C routes $10667 (UP 293)
BHSI Average of the T/C routes $8482 (UP 83)

samo dajte vi jedinice [thumbsup]

ovo je već jako ozbiljno.
svaka čast kolegi P.J. na drukanju prema dole, ali definitivno se nešto pozitivno počelo događati. miolio bih Techmana za njegovo viđenje stvari na pom. tržištu….txs

ne sad treba kupiti PTKM, jer je jako rasla 🙂 i rusi će je kupiti, pa će bit strava dobit, jer će oni ostaviti svu dobit ovdje u HR, jer žele prosperitet hrvatske 🙂

Baltic Dry Index (BDI) +39 1067

U.S. coal exports to China may double in 2012: Xcoal**

Friday, 20 April 2012 | 00:00

U.S. coal exports to China could more than double to over 12 million tonnes in 2012 thanks to depressed freight rates and a fall in domestic demand in the United States, the chief of top U.S. coal exporter Xcoal Energy & Resources said.

The expected increase in coal shipments could further push down coal prices in Asia where a supply glut following a deluge from the United States and Colombia has forced prices to slump recently.

Australian Newcastle-grade coal has dropped $10 a tonne since end-February, the Indonesian coal reference price is down to its lowest in 16 months and South African coal has shed $5.

"Exports to China could reach over 12 million tonnes this year based on the annualized numbers," Chief Executive Ernie Thrasher told Reuters in an interview on Wednesday.

"We only have data for January and February now, but all anecdotal evidence so far suggests that there are no signs of that diminishing as the year goes on," he said.
"I think there is enough demand in Asia to absorb enough U.S. cargoes to stem a decline in prices."

Many U.S. coal sellers have set their eyes on Asia as a shrinking domestic market and tepid demand in Europe have pushed them to look for new customers outside of their traditional markets.

Total U.S. coal exports to China, the world’s largest spot coal buyer, stood at about 5 million tonnes in the first two months of the year, with thermal coal shipments up 5.3 percent on year to some 3 million tonnes.

China, which relies heavily on coal for power generation, is the world’s No. 1 coal producer, but infrastructure bottlenecks have forced many coastal power plants to turn to cheaper and more accessible imports in recent years.

Coal imports by the world’s second-largest economy rose 11 percent on year to 182 million tonnes in 2011. Shipments from the United States were 4.9 million tonnes, a near 3 percent gain on year.

MARGINAL PLAYER
Thrasher said the United States was turning to Asia because of a drop in domestic demand.

"Demand for thermal coal in the U.S. has been crushed, or eliminated, and the current regulatory environment is really pushing utilities to move away from thermal," Thrasher said separately at the Coaltrans conference in Beijing.

Although still the largest single fuel for electricity generation, coal’s share of monthly generation in the United States dropped below 40 percent in November and December 2011, a level not seen since 1978, data from the U.S. Energy Information Administration (EIA) showed.

The EIA forecasts coal demand by the power sector to fall by nearly five percent this year to 884 million short tons, the lowest level since 1995 as the fuel continues to be forced out by the flood of cheap gas following the shale gas boom.

Despite the expected increase in exports, the United States will be a marginal steam coal player in Asia compared with Indonesia and Australia because of limited port and rail capacity on the east coast.

A North Asian utility source said he has received calls from two U.S. coal sellers last week offering coal. Other trade sources said U.S. producers were in talks with Chinese buyers to seal some high-sulphur steam coal term deals for at least a dozen cargoes.

"People are skeptical about the numbers but the margins can still work if producers sell the higher calorific cargoes, which can help increase the margins because the sale price will be higher," Thrasher told Reuters.

He would not confirm if Xcoal was negotiating such term deals.

Chinese buyers are currently bidding at between $102-$104 a tonne CFR based on 5,500 Kcal NAR coal, traders said.

With Panamax vessel freight from the US Gulf of Mexico to China hovering around $50 a tonne and capesizes from the U.S. east coast at between $38-$40, the free-on-board price producers can get i

+50 Ne želim biti zadnja, pa što bude. Kad krene ludilo bolje gledati kako raste nego sumnjičavo misliti kako je to slučajno i svaki čas treba pasti.