re:pingdan, how much they will push down?

bulk bulk coming back... hooray...

Yes... Contrary to what i said.. Based on weekly, bdi actually had the best return or performance.. Against all asset classes.. Nasdaq dow, gold bond etc etc... Looking forward for the bounce..

huhuhu... market all red... :(... when can i see my wan dollah...

Aiyo.. Big bulk shippers usually fetch iron ore coal and grains, multiple types of items... Not only base metals..

No kidding.. New high... Happy for musangking

pingdan BDI record high since June 2010. (3,267)

Lion, how do you arrive at 35M? mind to share?

lionhead Q2 PROFIT 35M

Wah, Sharon, bdi up again... :)

re: Musangking, why PE 3, gloves nobody wants... so strange...

aiyoyo no ong lar... keep having many sellers at 73 and 725 and 720 too... hmm...

yah 20mil is still good... but then again, cant u use Q1 data? 8 vessels already generating 46.6mil revenue? hmm.. 20kusd is already very conservative... this is already been achieved in end March... hence any ship going out in April onwards is already charging 20kUSD.... forget about May and June, coz time lag... this bulk bulk always give good headache to solve... but a surge of of BDI will not discount the surge in maybulk too... hope for the best

aiyo this Batu88, earlier ur analysis is the one getting us in... ur analysis already showed Q2 having 30mil PAT... now pula u go put 15mil PAT... mana boleh... TCE 12k already 15mil PAT now at least TCE already 20k very conservative... u still give 15mil PAT... aiyoyo... even musangking can detect good fruit or bad fruit....

i mean from 0.73?

from this level?

ohh musang musang... you have a point too.. slowly enjoy the durian is an enjoyment... too fast finish also no good.... slurp slurp

ohh, sharon, nice thinking too... but in order for 85 cents to break, cannot ignore the earlier volume of 133mil.... need to get past that in order to slowly find a strong footing upwards... may I know what is the time frame you looking at? and when you said big gain, do you mean stopping at the earlier 1 to 1.2? anyway, been happy with the analysis so far... quite spot on...

sharonchong @chief999, Undoubtedly volume will push the price up fast, but honestly speaking I rather that not to happen... but prefer it to go up slowly but steadily... Personally I feel very comfortable with 5-10 mil volume now as I'm looking for long term + big gain, not small profit.. So, I hope it won't attract too many to come in at once...

so hows the talk with Wan Dollah? Can Too Dollah or not?

wah musang, this mco u really enjoy urself hah... sleep until now only appear... so envy you....

i guess, still need to depend on bdi to break new high... come on bdi...

yes i understand the concept, however, money needs to start pouring in... volume now still a 7 mil, albeit slowly building up, need at least 50mil volume and above to convincingly take out previous high...

Hongkong only... malaysia still very slow... :(

sharonchong Guys, dry bulk companies in Asia too going up strong! Ini kali lah..

where's my musangking? When wan dollah, i want buy a lot musangking to taste u... slurpy slurpy

and today can finally see shipping gaining some strength in Malaysia... :)

good news...

Seems divergence happening...

sharonchong Most US dry bulk shipping companies up strongly for the past 5 trading days despite Dow Jones going down.

aiyo, only a bit... still haven;t learned from u lor... u always shout wan dollah or more than wan dollah... need to hear from you the reasoning too... then iq can increase abit lor...

Wah after listen to sharon and fabien, more encouraging words... Im smiling again...

aiyo... drop to 70 cents pula... no energy ler... wan dollah also dont know got or not... huhu

Aiyo... Educate me lar. Dont educate how to learn ler..

Demusangking, how come can more than wan dollah? I tot earlier wan dollah ia max?

when i see you, i really think of eating Musangking, my place here aiduh, still nobody selling...

see if our PM will continue lockdown... if yes, really my brain will go more than 70percent shutdown de... :(.... and also this maybulk, really testing my patience... up up so bloody slow.. another 6 months... dont know can wait of not ...lol

aiyo... now only i get it... 1 dollar lor.... aiseh mco mah... stay at home until not much functioning already...

who is Wan Dollah?

ok pray for the best...

this week 80cents can mou?

pacific basin broke new high... but we are still sleeping here... :(

Yah i mean 6 months... Huhu..

ouch... so long need to wait 1 year...

re:deMusangking, what is your TP here?

what is 3stdev in price mean?

3stdev in price of Maybulk.

ohh... u think it can go exponential? but the interest on shipping in malaysia is very very low... nobody seems to be interested... but one thing for sure, major shareholder not gonna be the sellers... so not much ticket outside as well....

yah, toking about the future ships efficiency, now start to see newer ships install renewable turbine to help with efficiency... looking good... I think shippers will have better cost efficiency in the future...

sharon, the supramax and panamax index, is it at new high now?

I think 1 glove and 1 tech, or even 2 tech can join KLCI... I'm not sure if Malaysia will allow 4 gloves in KLCI.... although I would like them to be in, but just not sure....

The Supermax & Kossan & Inari will join KLCI again.

pjseow, go check Kossan and Harta receivables... first time in my life theirs so high.... and go compare supermax... clean receivables, cash in so easily.... very good business model....

although i dont think kossan and harta will have any issues, but just don't like it when u need money to expand but get delayed for some time...

Aiseh, of course lar, capacity also more right? Not apple to apple comparison... vomit.. toking to 3 year old

** Kossan/Harta (OEM) profit increase on par with Supermx (OBM)..only difference is Supermx achieved 1Bil mark faster b’coz can control pricing vs long term contracts (Kossan/Harta)

that time politics sekat his expansion plan.. without scale, how to turn to OBM ler, in the end still need volume lar... u tok only pandai.... be patient lar... later 48b in malaysia, he want OBM OEM O whatever M to the moon also can lar.... be patient bro...

MoneyMakers If Supermx OBM model soo superior & can easily improve profits by just changing biz model, they would’ve done that 10-20 years ago

ok... can take a look too... coz don't have much time... so just park in bigger companies like lotte to ride thru....

what about u? what u trading so far?