tag:blogger.com,1999:blog-2011194091106156925.post678822764281585334..comments2024-03-29T05:28:09.551-07:00Comments on Sillyinvestor: Random thoughts: Risk-reward profile by considerations and assumptions.Unknownnoreply@blogger.comBlogger6125tag:blogger.com,1999:blog-2011194091106156925.post-262335099985727902017-01-11T23:01:32.796-08:002017-01-11T23:01:32.796-08:00I personally think the reversion is going to happe...I personally think the reversion is going to happen earlier than later. But well, I could be wrong<br /><br />YZJ can survive this year well. Next year will be a pain with order book squeeze <br /><br />Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-31769283764967705252017-01-11T22:56:50.299-08:002017-01-11T22:56:50.299-08:00IMO,
China are subsiding ships to scrapped, the y...IMO,<br /><br />China are subsiding ships to scrapped, the years they are scrapped are getting younger.<br /><br />There are also many changes in terms of sulfur content in fuel, efficiency etc. so 20-30 years is misleading Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-36742325314537060402017-01-11T22:54:53.969-08:002017-01-11T22:54:53.969-08:00Hi sMol,
These info can found in companies Ar an...Hi sMol, <br /><br />These info can found in companies Ar and presentation with charter rates. But as with all analysis, it is a call u have to make. Just tankers alone, there are spot rate, 1 year 3 year rate for different routes and different products and different ship sizes, and he'll the rates are anything but stable. <br /><br />But when u see dragon fetch welll water and coming up. U make a call. That's what I am doing Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-41430440685984176532017-01-11T21:06:54.646-08:002017-01-11T21:06:54.646-08:00Sillyinvestor,
Find a friend who works with ocean...Sillyinvestor,<br /><br />Find a friend who works with ocean transport.<br /><br />Ask whether the re-negotiated annual transport agreement is in whose favour?<br /><br />What's good for the customer is bad for the shippers; and vice versa ;)<br /><br /><br />I worked in Supply Chain before.Singapore Man of Leisurehttps://www.blogger.com/profile/13774067113884418001noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-58006123534449692402017-01-11T16:20:23.086-08:002017-01-11T16:20:23.086-08:00Ships are 20 to 30 years lifespan assets so the re...Ships are 20 to 30 years lifespan assets so the recovery may take decades.Createwealth8888https://www.blogger.com/profile/08563834016250153049noreply@blogger.comtag:blogger.com,1999:blog-2011194091106156925.post-74231927619704918392017-01-11T06:39:59.334-08:002017-01-11T06:39:59.334-08:00Hi SI,
Thanks for sharing your view about this cou...Hi SI,<br />Thanks for sharing your view about this counter ,,, yah ! Shipping and ship building is a very cyclical sector ,,, e.g., the container shipping has been in down turn for more than 10 years ,,never recover since GFC ,,,due to overcapacity,,, it may take much longer time waiting for " reverting to mean ",,,,as market consolidation (like M&A) take place slowly,,,<br />Cheers !STEhttps://www.blogger.com/profile/03171270652249099828noreply@blogger.com