TNPL (Tankerska plovidba d.d.)

Naslovnica Forum Tržište kapitala Hrvatska TNPL (Tankerska plovidba d.d.)

Forum namijenjen svim temama vezanim za dionice, obveznice i druge vrijednosne papire te trgovanje istima u Hrvatskoj.

neznam koliko ima forumaša u TNPL, ja imam… i to dio 1650-1700 , a veći dio preko 2000…
dakle, čekamo… bez straha jer mora UP… kočnica je i dalje negativna klima oko HR gospodarstva ali baš iz tog sam razloga u TNPL i ne mislim izlaziti… pozdrav tankerašima !

Čovjek koji ne pravi greške obično ne radi ništa.

Trenutni osvrt:

ATPL +5.24%
JDPL +3.95%
LPLH 7.19%
ULPL +2.00%

TNPL +0.8% 🙂 mali ali pali 🙂

Teorije koje su 50% vremena u pravu manje su ekonomične od bacanja novčića.


za ovu danjašnju dvojicu na asku , svaki po 69 komada, imam prijelog…
neka se lijepo dogovore, jedan proda a drugi kupi… i oba zadovoljna…
ide im u prilog i znakoviti broj 69 koji se može tumačiti na više načina, daleko ljepših nego što je investiranje… [wink]

Danas protrgovano 69 komada
[lol]

Prodat cu ju za 3 godine po 6969 kn [lol]

BDI opp 157 pkt!
Baltic Exchange Dry Index 4111 UP 157
BCI Baltic Exchange Capesize Index 7183 UP 335
BPI Baltic Exchange Panamax Index 3978 UP 101
BSI Baltic Exchange Supramax Index 2147 UP 62
BHSI Baltic Exchange Handysize Index 970 UP 26

1.775,00 10
1.778,00 20
1.779,00 5
1.798,00 18
1.798,90 3
1.799,00 13
1.820,00 6
1.840,00 2
1.855,00 6
1.859,00 6

Na asku ispod 1800 točno 69 komada [shocked]

13.11.2009 BDTI 655 +1,55


Na asku ispod 1800 točno 69 komada [shocked]

to je već jako sumnjivo… [lol]

Čovjek koji ne pravi greške obično ne radi ništa.

http://finance.yahoo.com/q?s=FRO+GMR+VLCCF+OSG+NAT+TK+DHT+CPLP+TNK&d=t

Frontline Says Fujairah Ban to Spur Tanker Scrapping
Monday, 16 November 2009
Frontline Ltd., the world’s biggest supertanker company, said owners of single-hulled vessels are more likely to scrap their ships after the Port of Fujairah said it would ban them next year. Fujairah, in the United Arab Emirates, is the most common regional refueling point for ships carrying crude from the Persian Gulf. About 90 supertankers, or 17 percent of the global fleet, have single hulls, according to Lloyd’s Register-Fairplay data on Bloomberg. “It’s another nail in the coffin for single-hull ships,” Jens Martin Jensen, Singapore-based chief executive officer of Frontline’s management unit, said by phone today. Fujairah’s ban is “a push in the right direction” that may contribute to the fleet shrinking next year, he said.
The International Maritime Organization, a United Nations agency with 169 members, will implement a global ban on single- hull tankers from next year. Nations can opt out until 2015. The European Union called the ship design “more accident-prone” in 2003 and London-based BP Plc says it won’t hire them because of the risk of leaking, favoring double-hulled ships instead.
Frontline operated a fleet of 84 tankers including seven single-hull carriers according to its quarterly earnings report on Aug. 28. The majority of its single-hulled ships are leased out on fixed fees until the end of next year.
Shipping Costs
Shipping costs on the industry-benchmark Saudi Arabia to Japan shipping route climbed 5.4 percent to 46.39 Worldscale points yesterday, according to the London-based Baltic Exchange. Daily returns from the voyage rose 16 percent to $21,584.
The number of in-service vessels grew 5 percent to 524 carriers this year, according to Lloyd’s Register-Fairplay. By contrast, global seaborne trade in crude oil declined 4.9 percent to 36.4 million barrels a day, ICAP Shipping International Ltd. said in a report Nov. 11.
“We believe single-hull ships will be gradually phased out within 2010,” Rikard Vabo and Lars Erich Nilsen, analysts at Oslo-based investment bank Fearnley Fonds A/S, said in a report today. There are other refueling and servicing ports available within the Middle East, the analysts said.

Source: Alaric Nightingale, Bloomberg

Tnpl, prosjek plaće – 66.000,00 kn.

http://www.javno.com/hr-profit/tankerska-plovidba–prosjecna-placa-66-tisuca-kuna_282225

Uhljebe na ulicu!!!!!

Freight Rates Gains in October for Both Suezmax-Aframax Tankers
Thursday, 19 November 2009
OPEC spot fixtures increased in October by 3% to average 11.8 mb/d, up from 11.46 mb/d in September, according to preliminary data. The increase is attributed to higher fixtures from the Middle East which increased by 0.72 mb/d to average 5.28 mb/d, while fixtures from outside the Middle East declined by 0.38 mb/d or 6% compared to the previous month. On a y-o-y basis, OPEC spot fixtures in October were 2% lower compared to a year earlier. Global spot fixtures in October were steady compared to a month earlier and a year ago, averaging 18.94 mb/d.
Sailings from OPEC were relatively steady in October at 22.65 mb/d, compared to 22.41 mb/d the previous month, but 8% lower than a year earlier. Middle East sailings were 16.48 mb/d compared to 16.25 mb/d the previous month and 7% lower than a year earlier. Crude oil arrivals in North America in October were 8.55 mb/d compared to 8.57 mb/d in the previous month. Crude oil arrivals in Europe and the Far East averaged 12.39 mb/d and 8.04 mb/d, representing an increase of 3% for Europe but steady for the Far East, both compared to the previous month.
Taking the top three vessel sizes into consideration, average spot freight rates for crude oil tankers was 11% higher in October compared to the previous month. However, rates were 42% lower compared to the same month a year ago, taking into consideration the changes in WS flat rates as of January 2009. On average, the VLCC segment gained another 5 WS points in October, the Suezmax segment gained 4 points and the Aframax gained 8 points, all from September rates.
The Suezmax tanker segment gained 7% in October compared to September. Freight rates for both routes to the US from West Africa and Northwest Europe lost some points during the first half of the month but this was offset by the gains made in the second half. From West Africa, freight rates had a slow first week of the month, dipping to WS54 from WS64. This was followed by continuous gains for the remainder of the month on tighter tonnage availability as the strong Middle East market attracted somevessels and a few prompt cargoes were offered to the market. Freight rates on this route ended the month at a monthly average of WS61, compared to WS57 in the previous month. On the Northwest Europe to US Suezmax route, freight rates also gained 4 WS points or 7% in October compared to a month earlier as a result of good performance during the last week of the month. Average Suezmax freight rates in October were 43% lower compared to the same month last year.
The Aframax market was very volatile in October with freight rates moving in different directions on main markets. To the East of Suez, Aframax freight gained a monthly margin of 2% in October compared to the previous month, while in the Caribbean market, Aframax freight rates dropped by a margin of 1% as activities remained slow due to weakening US imports. However, market performance was stronger in the Mediterranean. Freight rates on the cross-Mediterranean route ended the month achieving a 20% gain compared to the previous month, reaching as high as WS90 by the middle of the month, the highest rate during the second half of this year thus far. Freight rates for the Mediterranean to Northwest Europe route followed the same trend, gaining 26% compared to the previous month.

Makis Theodoratos, Hellenic Shipping News Worldwide

HRVATSKA 130 000 06.12.2009 WAFR STX WS 71,5 HESS

od 28000-33000 USD/daily

Slow but Supportive Recovery for Oil Demand and Tanker Sector
Monday, 23 November 2009
The global economic recovery appears to be under way as all OECD countries are coming out of recession while growth is accelerating in emerging markets, especially in Asia, according to OPEC’s latest estimates. As markets recover across the globe and optimism spreads, a wide range of views have formed about the strength and sustainability of the global recovery. Some policy makers and many economists remain decidedly cautious, emphasizing that the path back to normality may be long and thorny with possible permanent losses in GDP. Moreover, given the still fragile state of the global financial system, economic growth may remain subdued for some time to come.
In contrast, equity and commodity markets have rallied since March, supported by optimistic growth forecasts mainly from banks, as markets factor in strong economic growth ahead. Equities have staged a strong and rapid recovery. Although still below past peaks, there appears to be limited space in the near-term for a further rally. Indeed, a possible correction cannot be ruled out if the economic recovery takes longer to materialize.
As the global economy turns the corner, global oil demand is bottoming out and growth is set to resume. As the year has progressed, the decline in world oil demand has become smaller. Despite the overall gradual recovery, the demand picture remains mixed regionally. Non-OECD countries are estimated to have returned to positive growth as of 2Q09 with growth in China and India fuelled by government spending. On the other hand, OECD remains in negative territory this year with only North America forecast to return to positive growth in the 4Q09, while other regions continue to fall. No clear trend can be seen in the US as robust positive growth in September of around 1 mb/d was followed by a fall in oil demand of 0.8 mb/d in October. Importantly, distillates – a product strongly linked to economic growth – have declined the most.
A cautious view on economic growth in 2010 would imply a moderate recovery in oil demand. Our forecast for global GDP sees a growth of 2.9% in 2010 with oil demand increasing 0.8 mb/d. This is well below the prerecession demand trend. Next year, all the demand growth is seen to come from non-OECD countries which are projected to grow by 0.9 mb/d, while OECD demand is seen contracting by 0.1 mb/d. It is important to note that the absolute level for OECD oil demand in 2010 is forecast to reach 45.7 mb/d implying a massive drop of 3.5 mb/d from the level witnessed in 2007 and a return to the levels last seen in 1996 (see Graph 2).
Downside risks to the GDP growth forecast exist, especially crucial in the period extending from the current quarter to the second quarter of next year. Unemployment is still to peak in OECD countries, growth in consumer expenditures and private investment will remain modest and talk of exit strategies could trigger market reactions with implications on consumer and business sentiment, interest rates and ultimately on the pace of the economic recovery.
Moreover, even if the expected economic recovery materializes, it remains to be seen whether demand would be able to return to pre-crisis levels. Energy policies and behavioural changes are bound to have some impact on consumption and this will gradually feed into overall demand patterns, especially in key sectors such as transportation. However, it is still premature to assess the full effect of these changes.
In the meantime, oil demand growth over the coming quarters is subject to ongoing risks to the economic outlook.
This is particularly significant as we head towards the traditionally lower demand season in the second quarter of 2010. Lower-than-expected oil demand would add further pressure on weak fundamentals, given that the stock overhang is already high by historical standards.

Makis Theodoratos, Hellenic Shipping News Worldwide


Tnpl, prosjek plaće – 66.000,00 kn.

http://www.javno.com/hr-profit/tankerska-plovidba–prosjecna-placa-66-tisuca-kuna_282225


ULPL 28 zaposlenih 45.634 k kn

po lobanji 135.815 tj preko 26 .000.
Kako kapetani imaju ispod 10.000 mjesečno ispada da su najlošije plaćeni.
Naravno,to je nemoguće.
Broj zaposlenih je sigurno daleko veći ali oni nisu stalno zaposleni.Većina pomoraca plovi na jednokratne ugovore te ovaj podatak nema veze sa stvarnim primanjima stalno zaposlenih.
šesnaest brodova TNPL traži barem 320 pomoraca,plus god.odmori ,plus bolovanja iziskuje barem
petsto pomoraca i plus ostali zaposlenici.
Dakle,ovaj podatak je dokaz neznanja analitičara.Mili bože ,tko ga plaća.
Vjerovatno država tj.mi svi skupa.

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