FĂ„r litt sĂ„nnâŠÂ»Er det frakt av container rater eller TC rater han mener. JĂŠvlig dĂ„rlig infoâŠÂ» vibberâŠ(om noen husker Ylvis sketsjen)
Oslo folkâŠ! 
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Er denne Petter Haugen i ABG Sundal Collier short. Elendig artikkel.
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Som jeg oppfatter det er det frakt av container. Ikke leie av skip fĂžr en tur eller over lang tid. Men det finns ju folk som har aksjer i linere og da kanskje artiklen er mer intressant?
Litt sÄnn urolig denne i dag etter dnb sin lille ned justering
Tipper oppgang med utbyttevarsling og bedre finanser enn forventet i morgen, men vi fÄr sjÄ 
Blir spennende Ă„ hĂžre hva Herr Baack tenker om fremtiden i morgen. 
Enig med DnB analyse i at 20 kr kanskje er vel optimistisk for tiden, men timingen for annonseringen er jo borderline som vanlig om det viser seg at den uavhengige DnB markets delen har lastet opp i dagene inn mot eller etterâŠ
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Interessante betraktninger om blanke seilinger. Spesielt mot slutten av artikkelen:
« Year-on-year, the transpacific proforma capacity has gone down in the January to September period by 13% to 20.6m teu, according to data from Danish platform eeSea, which in a recent post then added caveats to these numbers.
âProforma capacity (= if announced services run as planned, with weekly calls) never equals actual deployed capacity. You have delays, blank sailings, omissions and just general vessel deployment changes, which means that in normal years some 10-15% of proforma capacity âfalls through the cracksâ. Some of this lost capacity is indeed announced as blanks by the carriers â but far from all of it is,â eeSea explained.
Analysts at eeSea pointed out that in the January to September period last year, 25% of proforma transpacific capacity was lost equating to 6.1m teu thanks to strikes and bottlenecks, so effective deployed capacity was only 17.5m teu.
In 2023 that number is 3.5m teu of lost capacity amounting to 17%, so effective deployed capacity is 17.1m teu or only a 2.4% drop compared to 2022, according to eeSea data.»
Ellers er det litt kork herâŠ32 skip per dag mot normalt 36.
You gotta love that Mr Baack!
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Utvalgte fra newsdesken:
www.tradewindsnews.com/containerships/mpcc-eyes-more-ship-buys-as-profit-rises-despite-weaker-markets/2-1-1504412
Avslutter med denne:
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âAs the worldâs leading provider of intra-regional container tonnage with a strong foothold in intra-Asian trades we are pleased to join the Silk Alliance. Guided by our purpose to pursue conscious change in the container shipping industry, MPC Container Ships is dedicated to the advancement of decarbonisation of the maritime industry in close cooperation with customers and partners. The Silk Alliance is an ideal setting enabling the collaboration between industry experts to jointly tackle prevailing challenges and further develop the concept of green corridors,â Constantin Baack , CEO of MPC Container Ships, commented."
Reforhandling unlikelyâŠifĂžlge Baack
men âchoppy watersâ still ahead
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MÄ si jeg liker at selskapet her er fremoverlente mer enn grÞnnmalende pÄ dette omrÄdet:
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" In the Shipping segment, MPC Capital initiated the
acquisition of a modern, efficient fleet of container vessels in cooperation with various investors for a total investment volume of USD 150 million, with the transaction expected to be completed in the
second half of 2023. "
Things to come? I sÄ fall - du hÞrte det fÞrst pÄ denne trÄden 
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Bare en liten detalj for oss, men kronen har svekket seg mot dollaren igjen etter at Norges Bank nÄ satte opp kronesalget igjen i dag. Forventningen var videre reduksjon, som ikke skjedde pga. regjeringens ville oljepengebruk. Det er dermed duket for bedre enn forventet utbytte for oss som fÄr dette i norske kroner.
Forskjellen per aksje blir slik:
0,15 usd per aksje = 10,6 x 0,15= 1,59kr per aksje
NÄ fÄr vi i stedet:
0,15 usd per aksje = 10,67 x 0,15= 1,6005kr per aksje
SÄ forskjellen er ikke sÄ stor, men uansett flere kroner er flere kroner
Med 10.000 aksjer fÄr man da ca. 100kr mer i utbytte av denne endringen.
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