GOGL November 2
Chinese Iron Ore Imports: Holding Strong
in Dry Bulk Market,International Shipping News 25/11/2017
Chinese seaborne iron ore imports have grown robustly in the year to date, and are currently projected to reach 1,074mt in full year 2017, accounting for more than 70% of global seaborne iron ore imports and around a third of the expected growth in total seaborne dry bulk trade this year. What factors have driven the firm expansion in China’s seaborne iron ore imports in 2017 so far?
As Hard As Iron
After a period of slower growth in Chinese seaborne iron ore imports in 2015, expansion picked up in 2016 and imports have continued to grow firmly so far this year, rising 7% y-o-y to 804mt in the first nine months of 2017. This growth has continued to be principally driven by exports from Australia and Brazil, which have accounted for more than 75% of China’s import growth in the year to date between them, a similar proportion to last year. However, a number of other suppliers have also increased exports to China, with China’s imports from India more than doubling in the year to date and imports from Iran and Sierra Leone growing by more than 35%.
Striking While The Iron Is Hot
The overall growth in Chinese iron ore imports has partly been supported by a c.3-4% increase in China’s steel consumption in 2017, whilst supply-side reform in China’s steel industry has also played a major role. The Chinese government, aiming to improve profitability in the steel sector and reduce air pollution, reportedly shut down more than 100mtpa of ‘illegal’ induction furnace steel capacity in 1H 2017. As a result, and against a backdrop of improved demand, steel prices rose firmly and the country’s major steel plants have subsequently ramped up production to take advantage. Official data, which does not include ‘illegal’ capacity, shows a 6% y-o-y increase in China’s steel production so far this year, although underlying steel production growth is likely to have been more modest, at around 3% when the closure of ‘illegal’ capacity is taken into account. As China’s ‘illegal’ induction furnaces typically consumed relatively low grade domestic iron ore and scrap, whilst the major steel plants generally use higher grade imported iron ore, China’s reliance on imports is likely to have increased further this year, having reached a reported 87% in 2016.
Acid Test?
However, growth in Chinese iron ore imports could slow somewhat towards the end of the year as a result of planned steel production cuts, although the extent of such an impact is uncertain. Government policies to reduce air pollution are expected to cut steel production by up to 50% during the winter months in a number of cities including Tangshan, China’s largest steel producing city. There are a range of scenarios, with the general consensus suggesting a slight decline in production in the period between November and March, although some reports suggest a y-o-y decline of as much as 8%.
So, while there is uncertainty over the impact of steel production cuts over the winter, China’s seaborne iron ore imports still look set to have expanded robustly in full year 2017. Overall, it seems that China’s supply-side reform in the steel industry has been a key driver of firm growth in global seaborne dry bulk trade this year.
Source: Clarkson Research
Leveret af Google OversætOversæt
in Dry Bulk Market,International Shipping News 25/11/2017
Chinese seaborne iron ore imports have grown robustly in the year to date, and are currently projected to reach 1,074mt in full year 2017, accounting for more than 70% of global seaborne iron ore imports and around a third of the expected growth in total seaborne dry bulk trade this year. What factors have driven the firm expansion in China’s seaborne iron ore imports in 2017 so far?
As Hard As Iron
After a period of slower growth in Chinese seaborne iron ore imports in 2015, expansion picked up in 2016 and imports have continued to grow firmly so far this year, rising 7% y-o-y to 804mt in the first nine months of 2017. This growth has continued to be principally driven by exports from Australia and Brazil, which have accounted for more than 75% of China’s import growth in the year to date between them, a similar proportion to last year. However, a number of other suppliers have also increased exports to China, with China’s imports from India more than doubling in the year to date and imports from Iran and Sierra Leone growing by more than 35%.
Striking While The Iron Is Hot
The overall growth in Chinese iron ore imports has partly been supported by a c.3-4% increase in China’s steel consumption in 2017, whilst supply-side reform in China’s steel industry has also played a major role. The Chinese government, aiming to improve profitability in the steel sector and reduce air pollution, reportedly shut down more than 100mtpa of ‘illegal’ induction furnace steel capacity in 1H 2017. As a result, and against a backdrop of improved demand, steel prices rose firmly and the country’s major steel plants have subsequently ramped up production to take advantage. Official data, which does not include ‘illegal’ capacity, shows a 6% y-o-y increase in China’s steel production so far this year, although underlying steel production growth is likely to have been more modest, at around 3% when the closure of ‘illegal’ capacity is taken into account. As China’s ‘illegal’ induction furnaces typically consumed relatively low grade domestic iron ore and scrap, whilst the major steel plants generally use higher grade imported iron ore, China’s reliance on imports is likely to have increased further this year, having reached a reported 87% in 2016.
Acid Test?
However, growth in Chinese iron ore imports could slow somewhat towards the end of the year as a result of planned steel production cuts, although the extent of such an impact is uncertain. Government policies to reduce air pollution are expected to cut steel production by up to 50% during the winter months in a number of cities including Tangshan, China’s largest steel producing city. There are a range of scenarios, with the general consensus suggesting a slight decline in production in the period between November and March, although some reports suggest a y-o-y decline of as much as 8%.
So, while there is uncertainty over the impact of steel production cuts over the winter, China’s seaborne iron ore imports still look set to have expanded robustly in full year 2017. Overall, it seems that China’s supply-side reform in the steel industry has been a key driver of firm growth in global seaborne dry bulk trade this year.
Source: Clarkson Research
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Redigert 21.01.2021 kl 08:56
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KJEPET
01.12.2017 kl 08:41
5290
Tror heller vi skal si at alle som kommer seg inn under 70.- i dag bør være svært godt fornøyde:-)
Redigert 20.01.2021 kl 23:20
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Shippingballs
01.12.2017 kl 08:32
5319
Jeg synes de er gniene på pretraden i dag. 65,50, er ikke det litt lavt?
Redigert 20.01.2021 kl 23:20
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Sa2ri
01.12.2017 kl 07:47
5415
Asia Dry Bulk-Capesize rates to climb higher in a ‘market on fire’
Freight rates for large dry cargo ships on key Asian routes, which hit three-year highs this week, are likely to rise further on a shortage of ships available for immediate charter, brokers said.
Rates for 180,000 deadweight tonne (DWT) capesize ships are set to break $10 a tonne from Australia to China in the next few days, while rates could also surpass $20 a tonne from Brazil to China.
“There are more chances of rates breaking $10 than $20 because the Australian market is more active among miners and vessel operators,” a Singapore-based capesize broker said on Thursday.
The $10-a-tonne level was last breached in April 2014, and would be equivalent to earnings of $28,500 a day, while rates of $20 a tonne were last seen in November 2014, according to ship brokers and data on the Reuters Eikon terminal.
“Fortescue Metals was offering $9.50-$9.55 a tonne on Thursday. Roy Hill is likely to fix north of $10 a tonne,” the broker said.
“It doesn’t look like there will be any slowdown, particularly from Australia,” the broker added.
Rio Tinto and FMG have both been active charterers this week, brokers said.
In the Brazilian market, vessel operators have been active while Vale has largely stayed away from spot charters this week.
“Weather delays in China and also significantly increased Brazil activity (are) adding fuel to a market segment on fire,” Norwegian ship broker Fearnley said in a note.
Vale has focused on developing chartering relationships with a core group of shipowners through long-term charters.
South Korea owner Pan Ocean said on Thursday that it had won a 1.98 trillion won ($1.82 billion) contract from Vale to haul iron ore from Brazil to China for 27 years starting in 2020. Pan Ocean said Vale will sign long-term contracts for 30 ships from seven South Korean and foreign ship owners.
“Happy days for the big ships with high and improving iron ore demand and prices in particular. Coal transaction volumes also higher than foreseen,” Fearnley said in its note on Wednesday.
Capesize charter rates on the Western Australia-China route rose to $9.44 a tonne on Wednesday from $8.35 per tonne last week. Rates hit $9.51 a tonne on Tuesday, the highest since Nov. 11, 2014.
Freight rates from Brazil to China soared to $19.79 a tonne on Wednesday, the highest since Nov. 21, 2014, from $18.50 per tonne the same day last week.
Panamax rates for a north Pacific round trip voyage rose to $9,750 per day on Wednesday, the highest since Nov. 10 from $9,029 per day last week.
Rates in Asia for smaller supramax ships continued to rise with rates of $10,000-$11,000 per day from India to southeast Asia, and Singapore to Japan.
Source: Reuters (Reporting by Keith Wallis; Editing by Sherry Jacob-Phillips)
http://www.hellenicshippingnews.com/asia-dry-bulk-capesize-rates-to-climb-higher-in-a-market-on-fire/
Freight rates for large dry cargo ships on key Asian routes, which hit three-year highs this week, are likely to rise further on a shortage of ships available for immediate charter, brokers said.
Rates for 180,000 deadweight tonne (DWT) capesize ships are set to break $10 a tonne from Australia to China in the next few days, while rates could also surpass $20 a tonne from Brazil to China.
“There are more chances of rates breaking $10 than $20 because the Australian market is more active among miners and vessel operators,” a Singapore-based capesize broker said on Thursday.
The $10-a-tonne level was last breached in April 2014, and would be equivalent to earnings of $28,500 a day, while rates of $20 a tonne were last seen in November 2014, according to ship brokers and data on the Reuters Eikon terminal.
“Fortescue Metals was offering $9.50-$9.55 a tonne on Thursday. Roy Hill is likely to fix north of $10 a tonne,” the broker said.
“It doesn’t look like there will be any slowdown, particularly from Australia,” the broker added.
Rio Tinto and FMG have both been active charterers this week, brokers said.
In the Brazilian market, vessel operators have been active while Vale has largely stayed away from spot charters this week.
“Weather delays in China and also significantly increased Brazil activity (are) adding fuel to a market segment on fire,” Norwegian ship broker Fearnley said in a note.
Vale has focused on developing chartering relationships with a core group of shipowners through long-term charters.
South Korea owner Pan Ocean said on Thursday that it had won a 1.98 trillion won ($1.82 billion) contract from Vale to haul iron ore from Brazil to China for 27 years starting in 2020. Pan Ocean said Vale will sign long-term contracts for 30 ships from seven South Korean and foreign ship owners.
“Happy days for the big ships with high and improving iron ore demand and prices in particular. Coal transaction volumes also higher than foreseen,” Fearnley said in its note on Wednesday.
Capesize charter rates on the Western Australia-China route rose to $9.44 a tonne on Wednesday from $8.35 per tonne last week. Rates hit $9.51 a tonne on Tuesday, the highest since Nov. 11, 2014.
Freight rates from Brazil to China soared to $19.79 a tonne on Wednesday, the highest since Nov. 21, 2014, from $18.50 per tonne the same day last week.
Panamax rates for a north Pacific round trip voyage rose to $9,750 per day on Wednesday, the highest since Nov. 10 from $9,029 per day last week.
Rates in Asia for smaller supramax ships continued to rise with rates of $10,000-$11,000 per day from India to southeast Asia, and Singapore to Japan.
Source: Reuters (Reporting by Keith Wallis; Editing by Sherry Jacob-Phillips)
http://www.hellenicshippingnews.com/asia-dry-bulk-capesize-rates-to-climb-higher-in-a-market-on-fire/
Redigert 20.01.2021 kl 23:20
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really
01.12.2017 kl 00:35
5515
Hei Kjepet,
Hvilke tvitterkonti følger du?
Hvilke tvitterkonti følger du?
Redigert 20.01.2021 kl 23:20
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Finder
30.11.2017 kl 21:15
5747
Copy-paster svaret mitt fra SBULK tråden. (Hadde vært interessant å få innspill fra de GOGL-frelste)
Dette var hyggelig lesing.
EBITDA tar 3gangen, noe som er bra, men ikke det viktigste.
Ett marginalt tap der flåten har økt med 40%(Fra 10 til 14) er bedre enn forventet.
En Cash break-even på litt under 7400 er meget bra. Dette med bare 10 båter, da er naturligvis dagens break-even enda lavere. Selv med dagens rater gir det mer en godt nok rom for høy lønnsomhet.
Guidingen er relativt lik GOGL sin. Veldig positivt.
Står fortsatt ved at dette er det beste "bettet" på tørrbulkmarkedet videre.
Dette var hyggelig lesing.
EBITDA tar 3gangen, noe som er bra, men ikke det viktigste.
Ett marginalt tap der flåten har økt med 40%(Fra 10 til 14) er bedre enn forventet.
En Cash break-even på litt under 7400 er meget bra. Dette med bare 10 båter, da er naturligvis dagens break-even enda lavere. Selv med dagens rater gir det mer en godt nok rom for høy lønnsomhet.
Guidingen er relativt lik GOGL sin. Veldig positivt.
Står fortsatt ved at dette er det beste "bettet" på tørrbulkmarkedet videre.
Redigert 20.01.2021 kl 23:20
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daffe
30.11.2017 kl 19:43
5876
Slettet brukerskrev :-)
Hva synes dere om denne?
THIRD QUARTER 2017 HIGHLIGHTS
The Company's (Songa Bulk ASA with subsidiaries) net result in Q3 2017 increased compared to Q2 2017 as the Company took delivery of four vessels in the current quarter and vessels were chartered out on higher time charter (TC) rates. The highlights below are a comparative summary of Q3 2017 versus Q2 2017.
- EBITDA was $2.5 million in Q3 2017, compared to $0.8 million in Q2 2017.
- Average time charter equivalent (TCE1) in Q3 2017 was $9 069 per day, compared to $8 043 per day in
Q2 2017.
- Total time charter equivalent earnings1 were $8.1 million in Q3 2017, up from $4.9 million in Q2 2017.
- Net loss was $0.7 million ($0.020 per share) in Q3 2017, compared to a net loss of $0.1 million ($0.003 per share) in Q2 2017.
- Total operating days1 were 903 in Q3 2017, while operating days in Q2 2017 were 627.
- Net ship operating expenses (OPEX1) in Q3 2017 were $5 178 per day, compared to $4 987 per day in Q2 2017.
- Cash break-even per vessel was $7 391 in Q3 2017, with only 10 sailing vessels on average. The target for the fully delivered fleet was about $7 250 per day.
THIRD QUARTER 2017 HIGHLIGHTS
The Company's (Songa Bulk ASA with subsidiaries) net result in Q3 2017 increased compared to Q2 2017 as the Company took delivery of four vessels in the current quarter and vessels were chartered out on higher time charter (TC) rates. The highlights below are a comparative summary of Q3 2017 versus Q2 2017.
- EBITDA was $2.5 million in Q3 2017, compared to $0.8 million in Q2 2017.
- Average time charter equivalent (TCE1) in Q3 2017 was $9 069 per day, compared to $8 043 per day in
Q2 2017.
- Total time charter equivalent earnings1 were $8.1 million in Q3 2017, up from $4.9 million in Q2 2017.
- Net loss was $0.7 million ($0.020 per share) in Q3 2017, compared to a net loss of $0.1 million ($0.003 per share) in Q2 2017.
- Total operating days1 were 903 in Q3 2017, while operating days in Q2 2017 were 627.
- Net ship operating expenses (OPEX1) in Q3 2017 were $5 178 per day, compared to $4 987 per day in Q2 2017.
- Cash break-even per vessel was $7 391 in Q3 2017, with only 10 sailing vessels on average. The target for the fully delivered fleet was about $7 250 per day.
Redigert 20.01.2021 kl 23:20
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Sa2ri
30.11.2017 kl 19:29
5887
Slettet brukerskrev Kjepet - da går ratene videre opp 3-4% i morgen :-)
Tror kanskje vi skal mer enn 3-4% opp i morgen basert på dette: ".......jumping nearly 10% on the day."
Redigert 20.01.2021 kl 23:20
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Kjepet - da går ratene videre opp 3-4% i morgen :-)
Redigert 20.01.2021 kl 23:20
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paals
30.11.2017 kl 19:01
5962
Den eneste som virkelig tjener på gogl. Er longs, han skrev på Jin tråden på gamle forum at han shortet gogl på 67 den 29.11. Innertier som vanlig på den karen
Redigert 20.01.2021 kl 23:20
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Shippingballs
30.11.2017 kl 18:41
7804
Med dagens utvikling i US så er kanskje 60-tallet historie f.o.m. mandag?
Redigert 20.01.2021 kl 23:20
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KJEPET
30.11.2017 kl 18:21
7797
Dere får kaste dere på salgsknappen i morgen også slik at dere blir sittende igjen med postkassene fulle av skjegg :-)
Denne kom nylig på Twitter.
FFA: Capes continue to power ahead with Dec $24600 and mood spilling over into Q1, jumping nearly 10% on the day PMX seeing firmer numbers in Atlantic so expecting another big index tomorrow.
Denne kom nylig på Twitter.
FFA: Capes continue to power ahead with Dec $24600 and mood spilling over into Q1, jumping nearly 10% on the day PMX seeing firmer numbers in Atlantic so expecting another big index tomorrow.
Redigert 20.01.2021 kl 23:20
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Herlig - nu kør vi! :-)
Helt utrolig og uforståelig forøvrig etter q3 presentasjonen som overgikk de flestes forventninger/selskapet er back in black + ikke minst ratene som stuper oppover at GOGL fortsatt handles under 70.......
Helt utrolig og uforståelig forøvrig etter q3 presentasjonen som overgikk de flestes forventninger/selskapet er back in black + ikke minst ratene som stuper oppover at GOGL fortsatt handles under 70.......
Redigert 20.01.2021 kl 23:20
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Sa2ri
30.11.2017 kl 17:26
7907
Ser ut til at USA mener det er på tide å kjøpe litt GOGL. Kurs $8,20 i skrivende stund (ca. NOK 68,-). Det blir spennende å se hva den slutter på i kveld, men holder dette utover kvelden er mitt tips at vi bryter motstanden på 67,70 i morgen tidlig med et smell.
Redigert 20.01.2021 kl 23:20
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oddrane
30.11.2017 kl 17:21
7937
Brenner under føttene på shorterne nå!
Gogl tar av over dammen nå.
Vi tålmodige kan glede oss til imorgen.
Wolf derimot hm hm.
Gogl tar av over dammen nå.
Vi tålmodige kan glede oss til imorgen.
Wolf derimot hm hm.
Redigert 20.01.2021 kl 23:20
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Shippingballs
30.11.2017 kl 17:19
7953
Og det ser ut som det var lurt når man ser handelen i US nå. Kommer bruddet opp nå?
Det var et bullish break på mandag ifølge Yahoo, men så er det noe som heter "wait for the pullback", som vi fikk på tirsdag og onsdag. Og nå er alt klart for oppgangen vi har ventet på?
Det var et bullish break på mandag ifølge Yahoo, men så er det noe som heter "wait for the pullback", som vi fikk på tirsdag og onsdag. Og nå er alt klart for oppgangen vi har ventet på?
Redigert 20.01.2021 kl 23:20
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KJEPET
30.11.2017 kl 17:18
7909
Tipper det er noen godt fornøyde shortere som gnir seg godt i hendene. De brukte dagen godt på å holde kursen nede og slo til i sluttauksjonen. Pent gjort.
De som solgte i dag på 65.- tallet må ha gått tomt for batteri på kalkulatoren. Absolutt alle indikatorer peker på oppgang nå.
68,14.- NOK i US nå ($8,21). Nå begynner moroa:-)
De som solgte i dag på 65.- tallet må ha gått tomt for batteri på kalkulatoren. Absolutt alle indikatorer peker på oppgang nå.
68,14.- NOK i US nå ($8,21). Nå begynner moroa:-)
Redigert 20.01.2021 kl 23:20
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Nonnen-42
30.11.2017 kl 16:59
7937
Det gikk 570K aksjer i sluttauksjonen.
Dette måtte vel være short-inndekning?
Dette måtte vel være short-inndekning?
Redigert 20.01.2021 kl 23:20
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really
30.11.2017 kl 16:14
8058
Det skyldes sikkert at kostnadene øker mer enn ratene øker ;-) . Eller kanskje det finnes en mer rasjonell forklaring. Som at aksjekurser kortsiktig kun styres av psykologi.
Eller som John M. Keynes så presist uttrykte det etter å ha konket på aksjer, Markets can remain irrational longer than you can remain solvent.
Men han sa også The long run is a misleading guide to current affairs. In the long run we are all dead.” Så kanskje vi må tilpasse oss hva et kortsiktig marked mener av og til..
Eller som John M. Keynes så presist uttrykte det etter å ha konket på aksjer, Markets can remain irrational longer than you can remain solvent.
Men han sa også The long run is a misleading guide to current affairs. In the long run we are all dead.” Så kanskje vi må tilpasse oss hva et kortsiktig marked mener av og til..
Redigert 20.01.2021 kl 23:20
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1045
30.11.2017 kl 15:56
8060
Det er noe eg lurer på den 5/6 2017 stå Capsizen i 9837 og den 29/11 hadde den steget til 25595 dette er en økning på 160 % ,samtidig steg GOGLen fra 46,20 til 64,75 dette er kun 40 %, er dette en naturlig forskjell i kurs utviklingen. Eg bare spørr?
Redigert 20.01.2021 kl 23:20
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jama
30.11.2017 kl 14:07
8156
Ja, ja. Dere skriver om hvor rosenrødt alt er i Capseize og gogl spesielt. Men dessverre, dess bedre rater og fremtidsutsikter dess mer faller kursen. Forstå det den som kan.
Redigert 20.01.2021 kl 23:20
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Bassefix
30.11.2017 kl 13:01
8262
Dry Bulk FFA: Capesize Market on New Heighs
in Dry Bulk Market,International Shipping News 30/11/2017
Capesize FFA Commentary:
New highs were posted again on the indices and paper. Headline fixtures like C3 at $20 and C5 at $9.60 kept rates pushing late into the afternoon session. With the last day of Nov pricing yesterday there’s plenty of room for the discount from spot to catch up.
Panamax FFA Commentary:
We opened well bid from the start yesterday morning on Panamax paper with buyers willing the previous days highs. Despite some initial resistance we saw Dec and Jan push up to $12250 and $11100 highs respectively maintaining a decent carry as both basins continue to gather momentum. With Capes seeing a late surge we saw sellers thin out as buyers looked to repeat last done at the close.
Supramax FFA Commentary:
Supramax paper witnessed more support form the bid side of the curve but we continued to trade in the current ranges. The Dec was trading $10900-$11,000, and Q1 throughout the day at $9750. The Calendar 18 finally broke the 10k resistance barrier but then was offered back over.
Handysize FFA Commentary:
Quiet day on handy paper with no reported trading.
Full Report
Source: Freight Investor Services (FIS)
in Dry Bulk Market,International Shipping News 30/11/2017
Capesize FFA Commentary:
New highs were posted again on the indices and paper. Headline fixtures like C3 at $20 and C5 at $9.60 kept rates pushing late into the afternoon session. With the last day of Nov pricing yesterday there’s plenty of room for the discount from spot to catch up.
Panamax FFA Commentary:
We opened well bid from the start yesterday morning on Panamax paper with buyers willing the previous days highs. Despite some initial resistance we saw Dec and Jan push up to $12250 and $11100 highs respectively maintaining a decent carry as both basins continue to gather momentum. With Capes seeing a late surge we saw sellers thin out as buyers looked to repeat last done at the close.
Supramax FFA Commentary:
Supramax paper witnessed more support form the bid side of the curve but we continued to trade in the current ranges. The Dec was trading $10900-$11,000, and Q1 throughout the day at $9750. The Calendar 18 finally broke the 10k resistance barrier but then was offered back over.
Handysize FFA Commentary:
Quiet day on handy paper with no reported trading.
Full Report
Source: Freight Investor Services (FIS)
Redigert 20.01.2021 kl 23:20
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Sa2ri
30.11.2017 kl 12:46
8296
Tar like greit med denne her også som kom på Twiter akkurat nå:
FFA: Capes flying again with Nov settling $22,385 and Dec still trading 2k discount to spot ($26545). PMX and SMX both very firm with index expected around +500, good volume throughout.
FFA: Capes flying again with Nov settling $22,385 and Dec still trading 2k discount to spot ($26545). PMX and SMX both very firm with index expected around +500, good volume throughout.
Redigert 20.01.2021 kl 23:20
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Sa2ri
30.11.2017 kl 12:42
8310
Capesize FFA Commentary:
New highs were posted again on the indices and paper. Headline fixtures like C3 at $20 and C5 at $9.60 kept rates pushing late into the afternoon session. With the last day of Nov pricing yesterday there’s plenty of room for the discount from spot to catch up
New highs were posted again on the indices and paper. Headline fixtures like C3 at $20 and C5 at $9.60 kept rates pushing late into the afternoon session. With the last day of Nov pricing yesterday there’s plenty of room for the discount from spot to catch up
Redigert 20.01.2021 kl 23:20
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Kbkristi
30.11.2017 kl 12:25
8337
Om den generelle børsen begynner nedoverbakke, så selger folk. Da er de på utkikk etter aksjer som er underpriset "GULL".
OG DER ER VI1
OG DER ER VI1
Redigert 20.01.2021 kl 23:20
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Sa2ri
30.11.2017 kl 12:03
8417
BULK:BALTIC CAPESIZE 4TC +3,9% TIL USD 25.481/DAG
Oslo (TDN Direkt): Baltic capesize 4TC stiger 3,9 prosent til 25.481 dollar pr dag, melder Bloomberg News torsdag.
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.
HH, finans@tdn.no
TDN Finans, +47 21 95 60 70
Oslo (TDN Direkt): Baltic capesize 4TC stiger 3,9 prosent til 25.481 dollar pr dag, melder Bloomberg News torsdag.
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.
HH, finans@tdn.no
TDN Finans, +47 21 95 60 70
Redigert 20.01.2021 kl 23:20
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Kbkristi
30.11.2017 kl 11:43
8537
Råbra Sector. Tull dem ikke bort på en dårlig trade no da. Om 2 år blir vi med til Bermuda på møte :)
Redigert 20.01.2021 kl 23:20
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Kbkristi
30.11.2017 kl 11:39
8473
For hver $ 1000 i rateøkning øker verdien i Gogl med kr 1,80. Husk det jenter og gutter! Om noen tuller med dere, så er det kronasjen som teller!
Redigert 20.01.2021 kl 23:20
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Kbkristi
30.11.2017 kl 11:35
8481
Ja, dette er som "BLACK THURSDAY". Verdiene steg med kr 1,80 på tirsdag og ytterligere 90 øre i går.
Om en halvtime får vi svaret for idag.
Om en halvtime får vi svaret for idag.
Redigert 20.01.2021 kl 23:20
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Kbkirsti - har kjøpt fra 65.2 i dag, og har nå tatt noen jafs også av 66 for å "hjelpe oss igjennom" :-)
Redigert 20.01.2021 kl 23:20
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Kbkristi
30.11.2017 kl 11:20
9062
Har veldig lyst på de 37.063 som ligger på 66.00, men har ikke kommet meg til banken enda :)
Redigert 20.01.2021 kl 23:20
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Kbkristi
30.11.2017 kl 11:10
9086
Bra Sector. Nå brenner det, så dere som fortsatt trur på volf, må bite i gresset.
For alt vi vet, så er volf sjæf for Marshall, og vil ha kursen NED!
For alt vi vet, så er volf sjæf for Marshall, og vil ha kursen NED!
Redigert 20.01.2021 kl 23:20
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Fearnleys: - Markedet er «on fire»
"Happy days" for de store tørrbulkskipene.
Capesize-skipet Channel Navigator. Foto: Golden Ocean.
Artikkel av: Are Strandli
30. november 2017 - 10:23
Lest av
1373
Ratene for de største tørrbulkskipene av typen Capesize, har tatt stormskritt siden i sommer, og de seneste to ukene har oppgangen akselerert ytterligere.
Onsdag oppnådde Capesize-skipene 26.600 dollar pr dag, noe som tilsvarer en oppgang på 24 prosent i løpet av kun to uker.
Siden 10. juli har ratene gått firegangeren.
- Glade dager for de store skipene, med høy og bedre jernmalmetterspørsel- og priser spesielt, skriver skipsmeglerhuset Fearnleys i sin ferskeste ukesrapport.
Også transaksjonsvolumet innen kull har vært høyere enn ventet, påpeker meglerhuset.
Fearnleys skriver at forsinkelser på grunn av dårlig vær i Kina og betydelig økt brasiliansk aktivitet bidrar med bensin til et markedssegment som er "on fire".
Den ledende tørrbulkindeksen Baltic Dry har steget over 60 prosent siden årsskiftet, samt 430 prosent siden bunnen på 290 poeng ble nådd 10. februar i fjor.
"Happy days" for de store tørrbulkskipene.
Capesize-skipet Channel Navigator. Foto: Golden Ocean.
Artikkel av: Are Strandli
30. november 2017 - 10:23
Lest av
1373
Ratene for de største tørrbulkskipene av typen Capesize, har tatt stormskritt siden i sommer, og de seneste to ukene har oppgangen akselerert ytterligere.
Onsdag oppnådde Capesize-skipene 26.600 dollar pr dag, noe som tilsvarer en oppgang på 24 prosent i løpet av kun to uker.
Siden 10. juli har ratene gått firegangeren.
- Glade dager for de store skipene, med høy og bedre jernmalmetterspørsel- og priser spesielt, skriver skipsmeglerhuset Fearnleys i sin ferskeste ukesrapport.
Også transaksjonsvolumet innen kull har vært høyere enn ventet, påpeker meglerhuset.
Fearnleys skriver at forsinkelser på grunn av dårlig vær i Kina og betydelig økt brasiliansk aktivitet bidrar med bensin til et markedssegment som er "on fire".
Den ledende tørrbulkindeksen Baltic Dry har steget over 60 prosent siden årsskiftet, samt 430 prosent siden bunnen på 290 poeng ble nådd 10. februar i fjor.
Redigert 20.01.2021 kl 23:20
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Kbkristi
30.11.2017 kl 10:08
9269
Average earnings at $ 26.600! Blir til litt salt i maten det :)
Redigert 20.01.2021 kl 23:20
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Kbkristi
30.11.2017 kl 09:52
9223
Og malmen begynner å få volum. 30% økt volum idag og prisøkning på 2,86%.
Redigert 20.01.2021 kl 23:20
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Kbkristi
30.11.2017 kl 09:38
9345
Er det ikke moro da Kjepet, bare vi 2 og Sa2ri som får utbytte :)
Bassefix: Kom deg inn i linjene igjen. Gogl krasjer ikke, men sprekker snart!
Bassefix: Kom deg inn i linjene igjen. Gogl krasjer ikke, men sprekker snart!
Redigert 20.01.2021 kl 23:20
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KJEPET
30.11.2017 kl 09:09
9342
Nå har man til og med fått det bekreftet igjennom stigende FFA for desember og starten av neste år. Likevel er det noen som velger å selge GOGL for under 75.-. Jeg trodde alltid kursene og børsen lå i forkant av hendelsene. Men nå er det ettertrykkelig bevist at i noen tilfeller så er ikke markedet i stand til å ta innover seg hva som skjer.
Stålet er jo snart like dyrt som gull i Kina:-)
Stålet er jo snart like dyrt som gull i Kina:-)
Redigert 20.01.2021 kl 23:20
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Sa2ri
30.11.2017 kl 08:58
9394
Et klipp fra PAS sin Shipping Daily nå på morgenkvisten:
"Momentum remains firm in the capesize market, and FFAs are also continuing to increase significantly, with January 2018-paper now traded at USD 16,400/day - in line with our parity rate estimate."
Tar i tillegg med et klipp fra en morgenrapport fra SB1M, som også er positive til GOGL:
"(+) GOLDEN OCEAN: Cape FFAs rose last hour of trading yesterday with the December contract done at USD 23 150/d on good volume, up from 22 000 earlier in the day. Panamax and supramax also printed highs of the day. GOGL currently trades at P/NAV 1.2x, but note that a 10% increase in second hand values lift our NAV by NOK 12/share. We expect a tight supply/demand balance for drybulk in 2018 and expect both higher earnings and newbuild/second hand prices. Buy"
"Momentum remains firm in the capesize market, and FFAs are also continuing to increase significantly, with January 2018-paper now traded at USD 16,400/day - in line with our parity rate estimate."
Tar i tillegg med et klipp fra en morgenrapport fra SB1M, som også er positive til GOGL:
"(+) GOLDEN OCEAN: Cape FFAs rose last hour of trading yesterday with the December contract done at USD 23 150/d on good volume, up from 22 000 earlier in the day. Panamax and supramax also printed highs of the day. GOGL currently trades at P/NAV 1.2x, but note that a 10% increase in second hand values lift our NAV by NOK 12/share. We expect a tight supply/demand balance for drybulk in 2018 and expect both higher earnings and newbuild/second hand prices. Buy"
Redigert 20.01.2021 kl 23:20
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Bassefix
30.11.2017 kl 08:10
9177
Dry Bulk Average Earnings Rise by 63% in 2017
in Dry Bulk Market,Hellenic Shipping News 30/11/2017
“The stars seem to be aligned in favor of the dry bulk market” one could argue, as the fundamentals seem to be favoring a further rebound in rates. In its latest weekly report, shipbroker Allied Shipbroking said that “the dry bulk market has shown a remarkable recovery this year with the average earnings having increased by around 63% this year so far compared to the average earnings noted back in 2016. This strong increase has been in part a reflection on the improvement witnessed in terms of trade flows and the much better economic growth figures given by most of the major trading economies. At the same time and thanks to a considerable effort made within the industry the growth of the trading fleet had managed to remain relatively flat during 2016 and has held at a rate of just above 2% up until the start of November 2017”.
According to Allied’s George Lazaridis, Head of Market Research & Asset Valuations, “both these factors helped to bring back a sense of balance in the market, allowing for freight rates achieved by owners to recover back to a sense of normality and away from the loss-making levels witnessed back in the Spring of 2016. It is no surprise therefore that we witnessed a large surge in the price of assets and the re-emergence of new order contracting. In terms of the latter and despite the fact that new orders placed during the year so far have accounted for roughly just under 11% of the starting orderbook in 2017, the total orderbook has still managed to drop by around 31.5% during the course of the year and now accounts for just under 7% of the total trading fleet in terms of number of vessels and 9.2% in terms of total dwt capacity”.
Lazaridis added that “with 404 vessels having been delivered into active service up until the start of November, the considerably diminished activity noted in terms of ship recycling volumes has still played a vital part in keeping the overall market balance in place, with 198 vessels either retired or removed from the fleet. Under the postulation that the rate of ship recycling noted this year will continue at a similar pace during the course of 2018, given that freight rates should continue to stay relatively firm and asset prices have improved by a considerable amount, the total growth rate expectation for the fleet is likely to remain at a similar rate to what we have witnessed this year. Taking a growth rate in the fleet of just over 2% and with most expectations holding for the growth in trade to continue to hold at higher levels, this should, in theory at least, lead to a further improvement in earnings in the coming year”.
Allied’s analyst added that “despite these overall positive trends however, the difference between the two growth figures is relatively small, leading to a slow and gradual improvement in the market for the time being. At the same time the threat of possible disruptions for global trade still hold. This risk becomes ever more worrisome the colossal role played by only one country, namely China, in this market and more so when considering that China is a centrally directed market with decisions made by the government there, having an immediate and impactful effect on how the overall trade goes. For the moment it seems as though the overall movement towards higher quality imports has benefited the industry. A shift away from this current model and any decisions such as those noted back in 2015 with regards to coal could just as easily send the market back into a momentary tail spin. For the moment it looks as though we are clear from such a scenario and on the prospects of ever bigger improvements to be seen out of the major OECD economies, we may well start to see trade openness and growth witness another bloom. With sentiment in the industry at a more than three year high, 2017 has likely proved to be the market turning point we have been looking for these past couple of years”, the shipbroker concluded.
Nikos Roussanoglou, Hellenic Shipping News Worldwide
Leveret af Google OversætOversæt
in Dry Bulk Market,Hellenic Shipping News 30/11/2017
“The stars seem to be aligned in favor of the dry bulk market” one could argue, as the fundamentals seem to be favoring a further rebound in rates. In its latest weekly report, shipbroker Allied Shipbroking said that “the dry bulk market has shown a remarkable recovery this year with the average earnings having increased by around 63% this year so far compared to the average earnings noted back in 2016. This strong increase has been in part a reflection on the improvement witnessed in terms of trade flows and the much better economic growth figures given by most of the major trading economies. At the same time and thanks to a considerable effort made within the industry the growth of the trading fleet had managed to remain relatively flat during 2016 and has held at a rate of just above 2% up until the start of November 2017”.
According to Allied’s George Lazaridis, Head of Market Research & Asset Valuations, “both these factors helped to bring back a sense of balance in the market, allowing for freight rates achieved by owners to recover back to a sense of normality and away from the loss-making levels witnessed back in the Spring of 2016. It is no surprise therefore that we witnessed a large surge in the price of assets and the re-emergence of new order contracting. In terms of the latter and despite the fact that new orders placed during the year so far have accounted for roughly just under 11% of the starting orderbook in 2017, the total orderbook has still managed to drop by around 31.5% during the course of the year and now accounts for just under 7% of the total trading fleet in terms of number of vessels and 9.2% in terms of total dwt capacity”.
Lazaridis added that “with 404 vessels having been delivered into active service up until the start of November, the considerably diminished activity noted in terms of ship recycling volumes has still played a vital part in keeping the overall market balance in place, with 198 vessels either retired or removed from the fleet. Under the postulation that the rate of ship recycling noted this year will continue at a similar pace during the course of 2018, given that freight rates should continue to stay relatively firm and asset prices have improved by a considerable amount, the total growth rate expectation for the fleet is likely to remain at a similar rate to what we have witnessed this year. Taking a growth rate in the fleet of just over 2% and with most expectations holding for the growth in trade to continue to hold at higher levels, this should, in theory at least, lead to a further improvement in earnings in the coming year”.
Allied’s analyst added that “despite these overall positive trends however, the difference between the two growth figures is relatively small, leading to a slow and gradual improvement in the market for the time being. At the same time the threat of possible disruptions for global trade still hold. This risk becomes ever more worrisome the colossal role played by only one country, namely China, in this market and more so when considering that China is a centrally directed market with decisions made by the government there, having an immediate and impactful effect on how the overall trade goes. For the moment it seems as though the overall movement towards higher quality imports has benefited the industry. A shift away from this current model and any decisions such as those noted back in 2015 with regards to coal could just as easily send the market back into a momentary tail spin. For the moment it looks as though we are clear from such a scenario and on the prospects of ever bigger improvements to be seen out of the major OECD economies, we may well start to see trade openness and growth witness another bloom. With sentiment in the industry at a more than three year high, 2017 has likely proved to be the market turning point we have been looking for these past couple of years”, the shipbroker concluded.
Nikos Roussanoglou, Hellenic Shipping News Worldwide
Leveret af Google OversætOversæt
Sa2ri
30.11.2017 kl 07:41
9244
Høy aktivitet i verdenshandelen
Handelsveksten i verdens 20 største økonomier har ikke vært høyere siden 2011. Det er høy aktivitet ved asiatiske fabrikker. Nå går det mot renteøkninger.
Kina er først ute med offisielle aktivitetsrapporter for november måned. Innkjøpssjefsindeksen for industrien (pmi) kom inn på 51,8 – høyere enn forventet. En måling på over 50 er en indikasjon på en høyere aktivitet. Det var ventet den ville havne på 51,4.
Bred oppgang – anstendig vekst
Målingen tyder på en fortsatt stabil vekst for den kinesiske økonomien inn i årets siste kvartal.
«En gjennomgåelse av underlagsmaterialet viser en bred oppgang i etterspørselen. Underindeksene for import, eksportordrer og totale ordrer steg. Dagens rapport gir et hint om bedring i andre deler av økonomien», skriver Kina-økonom Julian Evans-Pritchard hos Capital Economics i en rapport.
Se resten av artikkelen her: https://www.dn.no/nyheter/2017/11/30/0523/Utenriks/hoy-aktivitet-i-verdenshandelen
Handelsveksten i verdens 20 største økonomier har ikke vært høyere siden 2011. Det er høy aktivitet ved asiatiske fabrikker. Nå går det mot renteøkninger.
Kina er først ute med offisielle aktivitetsrapporter for november måned. Innkjøpssjefsindeksen for industrien (pmi) kom inn på 51,8 – høyere enn forventet. En måling på over 50 er en indikasjon på en høyere aktivitet. Det var ventet den ville havne på 51,4.
Bred oppgang – anstendig vekst
Målingen tyder på en fortsatt stabil vekst for den kinesiske økonomien inn i årets siste kvartal.
«En gjennomgåelse av underlagsmaterialet viser en bred oppgang i etterspørselen. Underindeksene for import, eksportordrer og totale ordrer steg. Dagens rapport gir et hint om bedring i andre deler av økonomien», skriver Kina-økonom Julian Evans-Pritchard hos Capital Economics i en rapport.
Se resten av artikkelen her: https://www.dn.no/nyheter/2017/11/30/0523/Utenriks/hoy-aktivitet-i-verdenshandelen
Kbkristi
29.11.2017 kl 22:34
9517
Finansiell styrke har vel alle her inne Shippingballs. Verre er det det mentale. Som du sier, så kaver vi i kjølevannet etter den værste krisa siden steinalderen. Steinalderen var lenge siden, men oppgangen er allerede i full blomst. Og akkurat nå er vi kun uker eller noen få måneder unna en skikkelig oppgang. Mange her inne vil nok tjene bedre på å legge aksjene i en skuff, ta en cruiseferie på en måneds tid. Den "dårligste tid blir som regel fulgt av den beste tid". De som solgte i dag, har allerede tapt ei krone til i morgen. Og etter volfs anbefaling, så skal de vente enda 3 kroner før de går inn? Good luck!
Goglere: Dere sitter på gull, hold fast på det!
Goglere: Dere sitter på gull, hold fast på det!
Shippingballs
29.11.2017 kl 21:55
9507
Jeg tror man må legge vekk nervøsiteten og se realitetene:
Ratene og skipsprisene er i jevn oppgang, og har vært det siden i vår.
FFA trender opp.
Gogl har solgt båter og refinansiert gjelden og er klar til å betale ut utbytter, som kan skje allerede etter Q4.
Emisjon på 67,- nå sist for å finansiere to skip + refinansiere gjelden. Og det er klart at de som kjøpte noen hundretusener aksjer på 67,-, har kjørt det gjennom kalkulatoren først. De kaster ikke penger ut av vinduet, for da hadde de ikke hatt mulighet til å kjøpe disse aksjene.
Og etter alle solemerker er 67,- en fair pris, selv om vi nå er ca. 4% lavere.
Og bulk/shipping er spådd å gå bra til 2025.
Det er ikke usannsynlig at dette er DEN muligheten for å entre bunnen i en bulkfest vi ikke har sett siden den vi hadde i årene 2005-2008.
Det er bare det at denne festen vil vare lenger, trolig fra 2018-2025, med utbytter på 10 kroner+ pr aksje i perioder.
Dette er ikke en investering for "ADHD-tradere", som søker rask profitt, men en jevn givende en, i form av utbytter og kursstigning over måneder og år.
Det er en grunn til at redere er så forbasket rike.
Det vil være volatilitet, og det må man ha finansiell og mental styrke til å bære.
Vi bor på “den blå planeten”, og handel via havet har vært stor og økende siden vikingtiden.
I 2016 hadde vi det dårligste året siden vikingtiden i bulk. Da er ikke 2017 et år man selger. Det er et år man holder eller kjøper mer.
Dette innlegget kan selvfølgelig avskrives som haussing. Og det er tross alt kun tankene til en anonym jævel på et aksjeforum. Men jeg har lest litt og reflektert litt, og skinnet fra krystallkula blir stadig klarere. Og “no guts, no glory!”, som det heter:)
Og Gogl har snudd opp i statene etter OSE close:)
Ratene og skipsprisene er i jevn oppgang, og har vært det siden i vår.
FFA trender opp.
Gogl har solgt båter og refinansiert gjelden og er klar til å betale ut utbytter, som kan skje allerede etter Q4.
Emisjon på 67,- nå sist for å finansiere to skip + refinansiere gjelden. Og det er klart at de som kjøpte noen hundretusener aksjer på 67,-, har kjørt det gjennom kalkulatoren først. De kaster ikke penger ut av vinduet, for da hadde de ikke hatt mulighet til å kjøpe disse aksjene.
Og etter alle solemerker er 67,- en fair pris, selv om vi nå er ca. 4% lavere.
Og bulk/shipping er spådd å gå bra til 2025.
Det er ikke usannsynlig at dette er DEN muligheten for å entre bunnen i en bulkfest vi ikke har sett siden den vi hadde i årene 2005-2008.
Det er bare det at denne festen vil vare lenger, trolig fra 2018-2025, med utbytter på 10 kroner+ pr aksje i perioder.
Dette er ikke en investering for "ADHD-tradere", som søker rask profitt, men en jevn givende en, i form av utbytter og kursstigning over måneder og år.
Det er en grunn til at redere er så forbasket rike.
Det vil være volatilitet, og det må man ha finansiell og mental styrke til å bære.
Vi bor på “den blå planeten”, og handel via havet har vært stor og økende siden vikingtiden.
I 2016 hadde vi det dårligste året siden vikingtiden i bulk. Da er ikke 2017 et år man selger. Det er et år man holder eller kjøper mer.
Dette innlegget kan selvfølgelig avskrives som haussing. Og det er tross alt kun tankene til en anonym jævel på et aksjeforum. Men jeg har lest litt og reflektert litt, og skinnet fra krystallkula blir stadig klarere. Og “no guts, no glory!”, som det heter:)
Og Gogl har snudd opp i statene etter OSE close:)
Kbkristi
29.11.2017 kl 21:54
9622
Sikkert mange som selger i morgen også. Blir nok bare vi to som må dele utbytte, Kjepet :)
KJEPET
29.11.2017 kl 21:32
9680
Da er det vel bare å glede seg til i morgen da. Tror ikke man får kjøpt mange aksjene på 64.- tallet i morgen.
Sa2ri
29.11.2017 kl 21:24
9764
FFA: Capes pushed last hour of trading with Dec jumping to 23150 on good volume, rest of curve supported, PMX and SMX both firmer printing highs of the day.
Redigert 20.01.2021 kl 08:01
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KJEPET
29.11.2017 kl 21:21
9691
Om det er sant som det ryktes om på Twitter nå om $23k FFA i desember (+7%), så er det vel snart på tide med en 10%-dag på OSE? Hadde vært en fin førjulsgave det:-)
Empire
29.11.2017 kl 20:49
9758
Dette ser unektelig veldig bra ut.
Det vi venter på nå er melding om størrelse på gjeldsnedbetaling for Q4. Den burde vel være rett rundt hjørnet? Så er spørsmålet da, betales det mye gjeld eller spares det noe cash til utbytte ved neste rapport? Dagens rater tilsier ihvertfall at man kan få i både pose og sekk.
Kinamannen fortsetter denne periodevise oppgangen i etterspørsel før det hele roer seg noe. Siste tilbakefall for ratene var nettopp en slik hendelse. Om den siste tids rate oppgang er noe slikt vites ikke enda, men det er kanskje vanskelig å forestille seg en fremtidig kollaps. Kinesiske restriksjoner er nå på plass og importtallene vil kanskje ligge +/- det vi nå ser en stund fremover.
Det vi venter på nå er melding om størrelse på gjeldsnedbetaling for Q4. Den burde vel være rett rundt hjørnet? Så er spørsmålet da, betales det mye gjeld eller spares det noe cash til utbytte ved neste rapport? Dagens rater tilsier ihvertfall at man kan få i både pose og sekk.
Kinamannen fortsetter denne periodevise oppgangen i etterspørsel før det hele roer seg noe. Siste tilbakefall for ratene var nettopp en slik hendelse. Om den siste tids rate oppgang er noe slikt vites ikke enda, men det er kanskje vanskelig å forestille seg en fremtidig kollaps. Kinesiske restriksjoner er nå på plass og importtallene vil kanskje ligge +/- det vi nå ser en stund fremover.
Kbkristi
29.11.2017 kl 17:22
10022
Taktikken deres er utmatning. Når de har fått aksjene til den siste optimist, så kjører de kursen opp 10 kroner, mens de som solgte bare står og gaper og skjønner ingenting. Verdien bak hver Gogl-aksje er mye høyere enn dagen kurs, så det er tøft gjort av volf å shorte.
Vi så jo hvor fort den gikk fra 57,55 til 67,95. Utrolig fort å trade seg bort.
Vi har hatt snart 2 mnd med rater over 20k, så nå begynner Gogl å bli skikkelig solid.
Og det er bare 20 handledager igjen i år, så selv om volfs spådom slår til, så er det ingen evighet til det kanskje løsner.
Vi så jo hvor fort den gikk fra 57,55 til 67,95. Utrolig fort å trade seg bort.
Vi har hatt snart 2 mnd med rater over 20k, så nå begynner Gogl å bli skikkelig solid.
Og det er bare 20 handledager igjen i år, så selv om volfs spådom slår til, så er det ingen evighet til det kanskje løsner.