realGoldenGoat

Private value investor

Marine #shipping focus on #drybulk commodities #ironore & #coal

#DryBulk-gang ∈ #Ship𝕏 ∈ #Fin𝕏

DYODD
No advice
RT≠endorsement

[realGoldenGoat @realGoldenGoat]

Diamond hands who have been hodling $GOGL this year with year-to-date gain of above 44%. #drybulk #shipping

[Seanergy @Seanergy_SHIP]

Another strong day for the #Capesize market with the index at $29.4k, up +$3k day-on-day, currently on track for one of the #strongest Q1 of the past decades. March–December freight futures around $30k. $SHIP — a leading U.S. listed pure-play Capesize shipping company. #Seanergy #Shipping #Drybulk

[Shipping Jiang @shippingjiang]

ballasters taking a dip 👀👀

[Joeri @joeriwestland]

Q1 is almost always the seasonal low for $BULK rates. Rainy season in Brasil (less Iron exports), Chinese new year holidays, Cyclones in Australia, low Agri exports, etc.

This year forwards (FFA's) price in a very healthy low season market with > $18k and $14k/day Cape/Panamax.

[realGoldenGoat @realGoldenGoat]

@DryBulkETF

[Chris Shipping 🚢🚢 @christankerfund]

#SHIPPING is currently on a HOT streak:

Tankers: It’s only mid September and rates are 🔥🔥🔥

Dry Bulk: Huge improvement last few months in rates and FFAs.

VLGCs: Rates strongest in over a year

Container Charter Rates; 3+ year highs.

On the down side:

LNG remains weak.

Liner rates are close to Red Sea lows due to the U.S. tariff regime

[Value Investor's Edge @Shipping_VIE]

Bulk FFAs continue to be strong today, up nearly 3%.

Equities mildly green.

$NMM $SBLK $BDRY $HSHP $GNK $PANL $SB $SHIP

[Seanergy @Seanergy_SHIP]

#Capesize rates stabilizing around $25k, iron ore consistently above $100/t, demand rising and supply tight. The result? A hot Q3 and Q4 ahead. $SHIP — a prominent pure-play U.S. listed Capesize shipping company. #Seanergy #Drybulk #Shipping

[realGoldenGoat @realGoldenGoat]

@shippingjiang @charlesbonnerjr @ImNotChenny We've never been more back'er!! I can see that this cap has been worn a lot.

[realGoldenGoat @realGoldenGoat]

I'm bullish on this merch being a thing again.
@charlesbonnerjr @ImNotChenny @shippingjiang

[realGoldenGoat @realGoldenGoat]

Here you go. You can regard this merch idea as a donation from #drybulk-gang to #tanker-gang. You're welcome #shipping

[realGoldenGoat @realGoldenGoat]

@ImNotChenny

[realGoldenGoat @realGoldenGoat]

@zuma_labs Do you have an update on this?

[realGoldenGoat @realGoldenGoat]

@AllVentured My same thought exactly.

[BreakWave @DryBulkETF]

#IronOre futures extend their gains on major Asian exchanges, with China’s steady demand for #steel pushing prices higher for the third session in a row.
#commodities #drybulk

[realGoldenGoat @realGoldenGoat]

@ManihiB Any theory on what is causing the current hike?

[Shipping Jiang @shippingjiang]

what summer lull?

[Karun Mittal💎 @karun_f7]

#Ironore Supplies to China - Main Contributors of the World. #Steel

[ola harald moen @olaharaldmoen1]

#shipping Red sea not safe.

[realGoldenGoat @realGoldenGoat]

@shippingjiang In percentages?

[realGoldenGoat @realGoldenGoat]

@DryBulkETF Capesize utilization is already in the tight territory. The ongoing normalization in Oz IO trade will make it tighter. Many of the caepes are currently in DD/SS, and more will head there. Tightness across the board, and the rates may get feet to walk north.

[Chris Shipping 🚢🚢 @christankerfund]

Here's the $GOGL rumor floating around 👀