GOGL -Vi er i startgropen i en supersyklus (4)
Lager nok en ny tråd, da forumet ikke takler store tråder.
Her er link til den forrige tråden:
https://finansavisen.no/forum/thread/146399/view
Her er link til den forrige tråden:
https://finansavisen.no/forum/thread/146399/view
nman
25.11.2022 kl 15:38
8168
MW reduserte shorten med ca 200k i går. Citadel ned under 0.5%-grensen igjen.
https://ssr.finanstilsynet.no/Home/Details/BMG396372051
https://ssr.finanstilsynet.no/Home/Details/BMG396372051
Golden Goat
25.11.2022 kl 15:45
8144
Der fikk jeg kjøpt inn ferske aksjer ved å reinvestere utbyttepengene. Pleier å være dårlig signal at jeg kjøper, så bare å holde seg fast evt. selge nå. God helg!
DividendYield
25.11.2022 kl 16:53
8107
Golden Goat skrev Hvor er vampyren?
Hvorfor skriver Fjellbris bare når cape stiger og ikke når den faller?
Realistoptimist
25.11.2022 kl 17:05
8161
Jeg fulgte rådet ditt og solgte noe på slutten... og da pleier det å gå ned, så kanskje vi veier opp for hverandre over helga ;-P
nman
26.11.2022 kl 08:02
7674
På Nasdaq ble shorten redusert med drøyt 1.1 mill aksjer i første halvdel av november.
https://www.nasdaq.com/market-activity/stocks/gogl/short-interest
https://www.nasdaq.com/market-activity/stocks/gogl/short-interest
nman
27.11.2022 kl 08:06
6984
Shanghai hit by COVID protests as anger spreads across China.
Folket krever lettelser - så spørs det påvirker myndighetene på noen måte.
https://www.reuters.com/world/china/shanghai-hit-by-covid-protests-anger-spreads-across-china-2022-11-27/
Folket krever lettelser - så spørs det påvirker myndighetene på noen måte.
https://www.reuters.com/world/china/shanghai-hit-by-covid-protests-anger-spreads-across-china-2022-11-27/
JohnK
27.11.2022 kl 19:49
6491
Myndighetene prøver å komme seg på riktig side av historien, men kan bli vanskelig ettersom antallet smittede øker: https://www.globaltimes.cn/page/202211/1280574.shtml
Ganske sikker på at det ikke blir full lockdown nå, men lokale myndigheter vil ha problemer med å følge 20-punktplanen, noe artikkelen implisitt også anerkjenner. Derfor er det også fokus på vaksinering av eldre befolkning slik at det et større smitteutbrudd blir mindre farlig, men igjen, dette vil ikke kunne gjennomføres i tide.
Ganske sikker på at det ikke blir full lockdown nå, men lokale myndigheter vil ha problemer med å følge 20-punktplanen, noe artikkelen implisitt også anerkjenner. Derfor er det også fokus på vaksinering av eldre befolkning slik at det et større smitteutbrudd blir mindre farlig, men igjen, dette vil ikke kunne gjennomføres i tide.
nman
28.11.2022 kl 08:34
6045
Iron ore prices are gathering steam as confidence over the outlook for China’s steel demand increases, outweighing bearish factors such as potential winter production curbs and India lowering iron ore export taxes.
…
In addition to optimism that steel-intensive sectors such as construction and infrastructure will accelerate next year, there are some other bullish factors for iron ore and steel.
Iron ore inventories at Chinese ports dropped to 135.45 million tonnes in the week to Nov. 18 from 136 million the previous week.
More importantly, inventories are almost 10% below the level that prevailed at this time last year.
It’s also worth noting that inventories usually build heading into the northern winter as steel mills accumulate stock to boost production in the new year, when construction activity picks up.
Steel rebar inventories are also declining, slipping to 3.74 million tonnes in the week to Nov. 18.
Rebar stockpiles typically drop heading into winter and build early in the new year to meet expected higher demand.
The current level of rebar inventories are also low for this time of year, being 23% below the 4.85 million tonnes in the same week last year, and the 4.88 million at this point in 2020.
https://www.hellenicshippingnews.com/the-bulls-are-back-in-charge-of-iron-ore-prices/
…
In addition to optimism that steel-intensive sectors such as construction and infrastructure will accelerate next year, there are some other bullish factors for iron ore and steel.
Iron ore inventories at Chinese ports dropped to 135.45 million tonnes in the week to Nov. 18 from 136 million the previous week.
More importantly, inventories are almost 10% below the level that prevailed at this time last year.
It’s also worth noting that inventories usually build heading into the northern winter as steel mills accumulate stock to boost production in the new year, when construction activity picks up.
Steel rebar inventories are also declining, slipping to 3.74 million tonnes in the week to Nov. 18.
Rebar stockpiles typically drop heading into winter and build early in the new year to meet expected higher demand.
The current level of rebar inventories are also low for this time of year, being 23% below the 4.85 million tonnes in the same week last year, and the 4.88 million at this point in 2020.
https://www.hellenicshippingnews.com/the-bulls-are-back-in-charge-of-iron-ore-prices/
ørnen
28.11.2022 kl 13:04
5666
Vaksinen som Kineserne bruker har liten eller ingen effekt. Den som brukes i vesten er ikke godkjent.
Gull i pungen
28.11.2022 kl 13:20
5839
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er opp 3,53 prosent til 13.845 dollar pr dag, ifølge The Baltic Exchange.
nman
28.11.2022 kl 15:05
5801
Det planlegges for at opp til 60 skip, med oppstart til sommeren, utelukkende skal frakte korn fra ukrainske havner til fattige land i Afrika.
https://splash247.com/grain-from-ukraine-scheme-launched-by-zelenskiy/
https://splash247.com/grain-from-ukraine-scheme-launched-by-zelenskiy/
KJEPET
28.11.2022 kl 15:55
5724
nman
28.11.2022 kl 16:08
5831
nman
29.11.2022 kl 07:42
5360
Det er i Asia det skjer tirsdag.
Kina har nå i lang tid praktisert nullaksept for coronavirus innenfor landets grenser. Hele samfunn stenges ned så fort det kommer melding om bare ett tilfelle.
Nå rapporterer lokale medier at representanter fra National Health Commission (NHC), National Administration of Disease Control and Prevention, samt det kinesiske senteret for sykdomskontroll og forebygging, vil holde pressekonferanse om coronatiltak klokken 3 lokal til, eller 08.00 norsk tid.
– Det er økende spekulasjoner om at det vil komme en nært forestående kunngjøring om slutt på null-covid-politikken, og det driver det positive sentimentet, sier makrostrateg Kiyong Seong i Societe Generale i Hong Kong til Bloomberg.
https://www.finansavisen.no/nyheter/finans/2022/11/29/7964258/mot-solid-opptur-pa-oslo-bors-etter-kina-spekulasjoner
Kina har nå i lang tid praktisert nullaksept for coronavirus innenfor landets grenser. Hele samfunn stenges ned så fort det kommer melding om bare ett tilfelle.
Nå rapporterer lokale medier at representanter fra National Health Commission (NHC), National Administration of Disease Control and Prevention, samt det kinesiske senteret for sykdomskontroll og forebygging, vil holde pressekonferanse om coronatiltak klokken 3 lokal til, eller 08.00 norsk tid.
– Det er økende spekulasjoner om at det vil komme en nært forestående kunngjøring om slutt på null-covid-politikken, og det driver det positive sentimentet, sier makrostrateg Kiyong Seong i Societe Generale i Hong Kong til Bloomberg.
https://www.finansavisen.no/nyheter/finans/2022/11/29/7964258/mot-solid-opptur-pa-oslo-bors-etter-kina-spekulasjoner
nman
29.11.2022 kl 07:47
5550
HONG KONG, Nov 29 (Reuters) - Chinese property developers' shares and bonds soared on Tuesday after regulators lifted a ban on equity refinancing for listed firms, the latest support measure for a cash-squeezed sector that has been a key pillar of the world's No. 2 economy.
The move will make it easier for developers to access fresh funding, analysts said, but reviving demand from homebuyers would remain challenging amid persisting COVID-19 curbs that have triggered rare street protests across many Chinese cities.
https://www.reuters.com/world/china/china-property-shares-surge-opening-up-equity-financing-option-2022-11-29/
The move will make it easier for developers to access fresh funding, analysts said, but reviving demand from homebuyers would remain challenging amid persisting COVID-19 curbs that have triggered rare street protests across many Chinese cities.
https://www.reuters.com/world/china/china-property-shares-surge-opening-up-equity-financing-option-2022-11-29/
nman
29.11.2022 kl 07:53
5580
…
Outside of the COVID-19 uncertainties, the picture looks brighter for iron ore, as China, the biggest buyer of the steel raw material, appears determined to revive its ailing property sector.
China's biggest commercial banks pledged at least $162 billion in new credit to property developers last week, the latest in a series of steps taken to restore confidence in the housing sector.
The question for the market is whether the efforts to stimulate the housing construction and infrastructure sectors will be enough to boost steel demand, or whether a slowing global economy will cut demand from areas such as manufacturing.
BULLISH SIGNALS
There are some other positive signals for iron ore, with China's port inventories below levels prevailing at the same time last year, even though they have been rising in recent weeks.
Stockpiles were 138 million tonnes in the seven days to Nov. 25, up from 135.45 million the prior week, but below the 150.9 million in the same week last year.
Iron ore inventories typically rise in the northern winter as steel mills build up stocks ahead of the peak steel demand period in the spring.
https://www.reuters.com/markets/commodities/iron-ore-shrugs-off-china-covid-woes-focuses-stimulus-russell-2022-11-29/
Outside of the COVID-19 uncertainties, the picture looks brighter for iron ore, as China, the biggest buyer of the steel raw material, appears determined to revive its ailing property sector.
China's biggest commercial banks pledged at least $162 billion in new credit to property developers last week, the latest in a series of steps taken to restore confidence in the housing sector.
The question for the market is whether the efforts to stimulate the housing construction and infrastructure sectors will be enough to boost steel demand, or whether a slowing global economy will cut demand from areas such as manufacturing.
BULLISH SIGNALS
There are some other positive signals for iron ore, with China's port inventories below levels prevailing at the same time last year, even though they have been rising in recent weeks.
Stockpiles were 138 million tonnes in the seven days to Nov. 25, up from 135.45 million the prior week, but below the 150.9 million in the same week last year.
Iron ore inventories typically rise in the northern winter as steel mills build up stocks ahead of the peak steel demand period in the spring.
https://www.reuters.com/markets/commodities/iron-ore-shrugs-off-china-covid-woes-focuses-stimulus-russell-2022-11-29/
nman
29.11.2022 kl 08:16
5589
Kina må sannsynligvis importere soya fra Brasil.
…
Meanwhile, in October the country materialized its lower soybean imports since 2014 and is now under pressure to replenish its inventories. The shortage has prompted Chinese authorities to consider allowing large-scale soybean meal imports, most likely from Brazil, following the country’s recent decision to open its markets to Brazilian corn imports. Consequently, soybean imports are forecasted to rise by 1.5m per month to 7.5m tons in November and to 9.5m tons in December”.
https://www.hellenicshippingnews.com/black-sea-region-could-add-further-support-to-the-dry-bulk-market-in-the-coming-months/
…
Meanwhile, in October the country materialized its lower soybean imports since 2014 and is now under pressure to replenish its inventories. The shortage has prompted Chinese authorities to consider allowing large-scale soybean meal imports, most likely from Brazil, following the country’s recent decision to open its markets to Brazilian corn imports. Consequently, soybean imports are forecasted to rise by 1.5m per month to 7.5m tons in November and to 9.5m tons in December”.
https://www.hellenicshippingnews.com/black-sea-region-could-add-further-support-to-the-dry-bulk-market-in-the-coming-months/
nman
29.11.2022 kl 15:49
5119
nman
30.11.2022 kl 09:35
4492
Iron ore futures climbed on Tuesday, with the Dalian benchmark hitting its highest in 23 weeks, propped up by top steel producer China’s moves to ramp up support for struggling property developers.
China’s securities regulator will allow China and Hong Kong-listed Chinese developers to sell additional shares to acquire real estate assets, replenish working capital, or repay debts, lifting a ban on such refinancing to help stabilise the economy.
The measures are the latest in a slew of steps taken to shore up the property sector that accounts for a sizeable portion of China’s steel demand, such as the 16 steps outlined by regulators to support the industry, and the fund-raising support that China’s biggest banks have agreed to provide.
“(Such) favourable policies have created a good financing environment for real estate companies,” Huatai Futures analysts said in a note.
Benchmark January iron ore on China’s Dalian Commodity Exchange DCIOcv1 ended daytime trade 2.3% higher at 770.50 yuan ($107.45) a tonne. Earlier in the session, it soared to 780.50 yuan, its highest since mid-June.
Dalian iron ore has rallied more than 25% this month following a sell-off in October that was driven by fears of continued weakness in China demand due to COVID-19 curbs and a liquidity crisis in the domestic real estate industry.
https://www.hellenicshippingnews.com/dalian-iron-ore-scales-23-week-peak-on-china-property-support/
China’s securities regulator will allow China and Hong Kong-listed Chinese developers to sell additional shares to acquire real estate assets, replenish working capital, or repay debts, lifting a ban on such refinancing to help stabilise the economy.
The measures are the latest in a slew of steps taken to shore up the property sector that accounts for a sizeable portion of China’s steel demand, such as the 16 steps outlined by regulators to support the industry, and the fund-raising support that China’s biggest banks have agreed to provide.
“(Such) favourable policies have created a good financing environment for real estate companies,” Huatai Futures analysts said in a note.
Benchmark January iron ore on China’s Dalian Commodity Exchange DCIOcv1 ended daytime trade 2.3% higher at 770.50 yuan ($107.45) a tonne. Earlier in the session, it soared to 780.50 yuan, its highest since mid-June.
Dalian iron ore has rallied more than 25% this month following a sell-off in October that was driven by fears of continued weakness in China demand due to COVID-19 curbs and a liquidity crisis in the domestic real estate industry.
https://www.hellenicshippingnews.com/dalian-iron-ore-scales-23-week-peak-on-china-property-support/
KJEPET
30.11.2022 kl 09:40
9809
Det lettes mer og mer på tiltakene i China nå. Alltid mørkt før soloppgang :-)
https://twitter.com/Sino_Market/status/1597847837647466497
https://twitter.com/Sino_Market/status/1597847837647466497
Fjellbris
30.11.2022 kl 12:18
9620
30.11.2022 12:03:10
BULK: BALTIC CAPESIZE-INDEKS +3,39% TIL USD 13.624/DAG
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er opp 3,39 prosent til 13.624 dollar pr dag, ifølge The Baltic Exchange.
BULK: BALTIC CAPESIZE-INDEKS +3,39% TIL USD 13.624/DAG
Oslo (Infront TDN Direkt): Baltic Capesize-indeksen er opp 3,39 prosent til 13.624 dollar pr dag, ifølge The Baltic Exchange.
nman
30.11.2022 kl 14:33
9476
Realistoptimist
30.11.2022 kl 15:09
9514
Virker som alle sitter på gjerdet og venter på utbyttet før de kjøper mer, mens shorterne tar imot det meste som selges på disse nivåer. Med RSI mot null de siste dagene, og en dollarkurs som synker, så har de fått god hjelp...
Redigert 30.11.2022 kl 15:10
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nman
30.11.2022 kl 20:37
9326
nman
01.12.2022 kl 06:52
9097
Noen distrikter letter litt på tiltakene.
China softens tone on COVID severity after protests.
BEIJING, Dec 1 (Reuters) - China is softening its tone on the severity of COVID-19 and easing some coronavirus restrictions even as its daily case toll hovers near record highs, after anger over the world's toughest curbs fuelled protests across the country.
Several cities in the world's second-largest economy, while still reporting new infections, are breaking with practice by lifting district lockdowns and allowing businesses to reopen.
https://www.reuters.com/world/china/china-softens-tone-covid-severity-after-protests-2022-12-01/
China softens tone on COVID severity after protests.
BEIJING, Dec 1 (Reuters) - China is softening its tone on the severity of COVID-19 and easing some coronavirus restrictions even as its daily case toll hovers near record highs, after anger over the world's toughest curbs fuelled protests across the country.
Several cities in the world's second-largest economy, while still reporting new infections, are breaking with practice by lifting district lockdowns and allowing businesses to reopen.
https://www.reuters.com/world/china/china-softens-tone-covid-severity-after-protests-2022-12-01/
KJEPET
01.12.2022 kl 07:58
9024
I fare for å virke for optimistisk så ser det ut som om lettelsene i China kommer raskere enn jeg antok.
https://twitter.com/Reuters/status/1598177589033574400
Nå har vi de laveste stållagrene i China på flere år. Nå haster det med å fylle opp snart (Ser ut som de nå tar det på alvor når vi ser etterspørselen av jern malm de siste ukene).
https://www.hellenicshippingnews.com/wp-content/uploads/2022/11/MMi-Daily-Iron-Ore-Report-for-30th-November-2022_compressed.pdf
https://twitter.com/Reuters/status/1598177589033574400
Nå har vi de laveste stållagrene i China på flere år. Nå haster det med å fylle opp snart (Ser ut som de nå tar det på alvor når vi ser etterspørselen av jern malm de siste ukene).
https://www.hellenicshippingnews.com/wp-content/uploads/2022/11/MMi-Daily-Iron-Ore-Report-for-30th-November-2022_compressed.pdf
Realistoptimist
01.12.2022 kl 09:30
8943
Gode nyheter... og når det snart ikke er igjen flere selgere, så kjøres denne opp igjen av større aktører, så de kan shorte på nytt på mye høyere nivåer... og sånn går runddansen...
KJEPET
01.12.2022 kl 11:50
8769
Bare å glede seg https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/metals/112922-chinas-2023-iron-ore-output-seen-higher-as-new-projects-come-online-analyst :-)
Blir spennende å se når de som kan lese engelsk åpner klokka 15.30. Her på bjerget sitter man trygt og godt med fingeren der sola aldri skinner......
Blir spennende å se når de som kan lese engelsk åpner klokka 15.30. Her på bjerget sitter man trygt og godt med fingeren der sola aldri skinner......
Realistoptimist
01.12.2022 kl 12:00
8793
Tommel opp til Kjepet og nman som holder oss oppdatert med nyheter... virker som resten har resignert i takt med nedgangen, eller så holder alle kjeft så lenge, i håp om å få reinvestert utbyttet i neste uke på lavest mulig nivå..
cartwheel
01.12.2022 kl 12:26
8748
Hvordan er dette positivt for frakt da? Betyr jo bare at Kina produserer mer av det de trenger selv
Alejandreuta
01.12.2022 kl 14:54
8531
Har sittet i ro hele tiden jeg. Men ikke vært så aktiv... Men setter veldig pris på de som bidrar i tråden. Nesten litt for lite aktivitet på GOGL-tråden...
Golden Goat
01.12.2022 kl 15:14
8588
Beviser at etterpørselen er høy nok til at de ser på det som lønnsomt å lage sitt eget. Pris og kvalitet på egenprodusert er henholdsvis høyere og lavere enn det de får importert av Bz og Oz. At kinensisk produksjon skal opp/komme tilbake betyr at forventningene er høye om behov for råvarene.
Golden Goat
01.12.2022 kl 17:05
8421
https://twitter.com/DryBulkETF/status/1598330272558493697?s=20&t=o7UbgMInlfXjhiTUywiQQA
Laveste ordrebok på over 20år.
Laveste ordrebok på over 20år.
Golden Goat
01.12.2022 kl 17:14
8640
Meget interessant segment om tørrbulk. Håper opptak blir tilgjengelig i etterkant. Panelistene hadde en del solide argumenter for en kraftig 2023-oppgang. Tilsynelatende unisont positivt perspektiv for Cal23.
Redigert 01.12.2022 kl 17:15
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bulb
02.12.2022 kl 07:35
8486
2 caper sendt til hugging siste uken
- Okra 1 1999
- Berge Apo (nevnt tidligere på tråden) 2000
- Okra 1 1999
- Berge Apo (nevnt tidligere på tråden) 2000
Redigert 02.12.2022 kl 07:38
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Golden Goat
02.12.2022 kl 09:01
8356
Streamen er fremdeles tilgjengelig som video i denne linken. Lurt å se denne før den evt. blir fjernet.
Bankers1
02.12.2022 kl 09:29
8305
Dere holder på enda her altså. Jeg tror en kan vente enda litt før en plukker opp Gogl.
Realistoptimist
02.12.2022 kl 09:35
8313
Da er det bare å vente og se da... jeg tror det snur til uka..
KJEPET
02.12.2022 kl 13:12
8098
Selv om kursen går mot en ny pandemi ser vi nå daglig bevis på at oppmykningen av COVID restriksjonene har startet.
https://twitter.com/Sino_Market/status/1598622732471570432
Når vi kombinerer det med lav ordrebok, lave stållagre i China og stigende jernmalmpriser, ja så ser det ganske lyst ut. Da er det bare å håpe vi får kursen ned med 75.- så utbytte kan investeres på så lave kurser som mulig :-) Ha en riktig god helg!
https://twitter.com/Sino_Market/status/1598622732471570432
Når vi kombinerer det med lav ordrebok, lave stållagre i China og stigende jernmalmpriser, ja så ser det ganske lyst ut. Da er det bare å håpe vi får kursen ned med 75.- så utbytte kan investeres på så lave kurser som mulig :-) Ha en riktig god helg!
Redigert 02.12.2022 kl 13:17
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Golden Goat
02.12.2022 kl 15:40
7906
Mens vi er glade for at capesizeskip får nye varer å frakte, så kan asiatere være glade for at de ikke lengre trenger å bekymre seg for jernmangel i kosten sin fremover:
https://www.bloomberg.com/news/articles/2022-12-02/grimy-ships-are-being-scrubbed-in-an-unusual-move-to-carry-grain?srnd=commodities
https://www.bloomberg.com/news/articles/2022-12-02/grimy-ships-are-being-scrubbed-in-an-unusual-move-to-carry-grain?srnd=commodities
DividendYield
02.12.2022 kl 17:13
7784
Ingen som har en oppdatering på dagens baltic dry index? Hva er cape-ratene om dagen?
Golden Goat
02.12.2022 kl 17:50
7717
Jeg rapporterer dette hver dag på min twitter: https://twitter.com/realGoldenGoat
nman
02.12.2022 kl 22:53
7537
Virker som det blir mer og mer offisielt at Kina slipper opp litt.. :-)
China's Xi told EU less lethal Omicron opens way for fewer COVID restrictions.
https://www.reuters.com/world/china/chinas-xi-told-eu-less-lethal-omicron-opens-way-fewer-covid-restrictions-2022-12-02/
China's Xi told EU less lethal Omicron opens way for fewer COVID restrictions.
https://www.reuters.com/world/china/chinas-xi-told-eu-less-lethal-omicron-opens-way-fewer-covid-restrictions-2022-12-02/
nman
03.12.2022 kl 07:17
7614
Beijing, Shenzhen loosen more COVID curbs as China fine-tunes policy.
https://www.reuters.com/world/china/beijing-shenzhen-loosen-more-covid-curbs-china-easing-gathers-pace-2022-12-03/
https://www.reuters.com/world/china/beijing-shenzhen-loosen-more-covid-curbs-china-easing-gathers-pace-2022-12-03/
Hardingen
04.12.2022 kl 09:01
7095
Coal to corn.
https://gcaptain.com/dirty-bulkers-are-now-being-used-to-carry-food-crops-to-asia/
Litt av ein jobb å reingjera lasteromma.
https://www.youtube.com/watch?v=mAXiE6_vIXk
Redigert 04.12.2022 kl 09:08
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