Nakon korigiranih siječanjskih vrijednosti brodova , ovo je moja gruba računica vrijednosti flote nekih brodara i njihovog NAV-a:

1.ATPL – flota 865 mil USD + avionski i hot.dio 145 mil USD = 1.010 mil USD (bez novogradnji)
NAV 2.775 kn (s novogradnjama metodom Toknezev + cca 1.400 kn)

2.JDPL – flota 315 mil USD
NAV (bez nekretnina) 910 ; korigirani za 50 kn manje

3.ULPL – flota 366 mil USD
NAV (bez nekretnina) 3.380 kn

Za JDPL dodaj još 115 kn po dionici Novca na računu i u blagajni.

Pošteno.

Uračunato , sa stanjem 30.09.07.

iz slobodne dalmacije od prije par dana:

Znači cjenovni potop svih brodara.[embarass]

moze li komentar iskusnijih kolega ;http://finance.yahoo.com/q?s=QMAR
+30%

nešto kao naša ZDNK-R-A
[lol]

Excel Maritime to buy Quintana for $2.45 billion
By MarketWatch

NEW YORK (MarketWatch) — Excel Maritime Carriers Ltd agreed to acquire Quintana Maritime Ltd for $13 in cash plus 0.4084 shares of Excel Class A common stock for each share of Quintana. Based on Excel’s closing price Monday of $33, the offer, including assumed debt and other costs, represents a total value of $2.45 billion, or $26.48 a share, a 57% premium to Quintana’s Jan. 28 closing price of $16.89. If the average closing price of Excel Class A stock exceeds $45 a share during the 15-trading-day period ending before the acquisition’s effective date, the exchange ratio will be adjusted so the total value of the deal, including cash, is $31.38 a share, unadjusted for dividend payments. Excel, a Piraeus, Greece, transportation company, expects annual savings of $15 million to $20 million from the deal, which is expected to close in the second quarter. In pre-market trading, shares for Quintana, a Glyfada, Greece drybulk shipping company, were up $1.11, or 6.6%, at $18. In pre-market trading, Excel shares were down $1, or 3%, at $32.

Evo i te Zdenke:

Excel Maritime to buy Quintana for $2.45 billion

By MarketWatch
Last update: 8:46 a.m. EST Jan. 29, 2008Print RSS Disable Live Quotes

NEW YORK (MarketWatch) — Excel Maritime Carriers Ltd agreed to acquire Quintana Maritime Ltd for $13 in cash plus 0.4084 shares of Excel Class A common stock for each share of Quintana. Based on Excel’s closing price Monday of $33, the offer, including assumed debt and other costs, represents a total value of $2.45 billion, or $26.48 a share, a 57% premium to Quintana’s Jan. 28 closing price of $16.89. If the average closing price of Excel Class A stock exceeds $45 a share during the 15-trading-day period ending before the acquisition’s effective date, the exchange ratio will be adjusted so the total value of the deal, including cash, is $31.38 a share, unadjusted for dividend payments. Excel, a Piraeus, Greece, transportation company, expects annual savings of $15 million to $20 million from the deal, which is expected to close in the second quarter. In pre-market trading, shares for Quintana, a Glyfada, Greece drybulk shipping company, were up $1.11, or 6.6%, at $18. In pre-market trading, Excel shares were down $1, or 3%, at $32.

Zna li netko kako doći do NAVa za QMAR?

Znači da su se prodali po NAVu.
Malo me je činilo nervoznim činjenica da se nisu mogli prodati… uz sadašnje stanje na marketu brodova bilo mi je to sumnjivo. Manjak brodova, a njih nitko neće. Prošli tjedan su objavili da su odustali od prodaje.
Pila naopako! To je bilo samo malo pregovaračke strategije.

Ovo je dobra vijest po meni.

U danasnjem FT sve puno dobrih vijesti.

Kina u teskom nedostatku ugljena. Drzava zabranila sav izvoz, i jos moraju uvoziti. Koreja i Japan poceli kupovati na spot trzistu da premoste vrijeme do potpisivanja terminskog ugovora. Glasina je da ce nova cijena ugljena biti 100 USD, u odnosu na proslogodisnjih 55 USD.

Za zeljeznu rudacu se jos ne zna nova cijena, ali se ocekuje 50 – 70% povecanje u odnosu na sadasnju cijenu.

[smiley] ha ha, još da nas netko shvati ozbiljno kao državu