The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Value Investor's Edge Live #46: Danaos Ready To Boost Shareholder Returns
MP3•Головна епізоду
Manage episode 318724628 series 2505215
Вміст надано Seeking Alpha. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Seeking Alpha або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Danaos Corp (DAC) CFO, Evangelos Chatzis, joined Value Investor's Edge Live to discuss the containership leasing markets and prospects for 2022. DAC has been a massive winner from the ongoing supply chain crisis, but the have taken the long-term view with very responsible moves including comprehensive refinancing, massive deleveraging, and fixing their fleet onto medium- and long-term contracts to lock in sky-high rates.
Topics Covered
(2:15) Update on ocontainership markets: how long can strength last?
(6:00) Liners gladly taking ships 2023-2028, what is the market ‘missing?’
(9:15) Potential to sell any more older ships?
(11:15) Further appetite to add growth deals in this market?
(12:45) What about newbuilds with long-term charters attached?
(15:15) Will cash be wasted on bad growth deals?
(18:00) How can Danaos close the massive valuation gap?
(20:45) Dividend policy and future payout policy?
(22:30) Balance sheet: leverage target and use of funds?
(27:30) Danaos plans for ZIM stake? Structure to reduce taxes?
(31:00) Share repurchase program on the table?
(34:45) What are the key risks to this market and to DAC?
(36:45) Potential for future contract rolls? CMA CGM “market rate”?
(40:30) Interest in a share split? Potentially 5-1?
(42:15) Why invest in DAC versus other containership peers?
…
continue reading
Topics Covered
(2:15) Update on ocontainership markets: how long can strength last?
(6:00) Liners gladly taking ships 2023-2028, what is the market ‘missing?’
(9:15) Potential to sell any more older ships?
(11:15) Further appetite to add growth deals in this market?
(12:45) What about newbuilds with long-term charters attached?
(15:15) Will cash be wasted on bad growth deals?
(18:00) How can Danaos close the massive valuation gap?
(20:45) Dividend policy and future payout policy?
(22:30) Balance sheet: leverage target and use of funds?
(27:30) Danaos plans for ZIM stake? Structure to reduce taxes?
(31:00) Share repurchase program on the table?
(34:45) What are the key risks to this market and to DAC?
(36:45) Potential for future contract rolls? CMA CGM “market rate”?
(40:30) Interest in a share split? Potentially 5-1?
(42:15) Why invest in DAC versus other containership peers?
181 епізодів
MP3•Головна епізоду
Manage episode 318724628 series 2505215
Вміст надано Seeking Alpha. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Seeking Alpha або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Danaos Corp (DAC) CFO, Evangelos Chatzis, joined Value Investor's Edge Live to discuss the containership leasing markets and prospects for 2022. DAC has been a massive winner from the ongoing supply chain crisis, but the have taken the long-term view with very responsible moves including comprehensive refinancing, massive deleveraging, and fixing their fleet onto medium- and long-term contracts to lock in sky-high rates.
Topics Covered
(2:15) Update on ocontainership markets: how long can strength last?
(6:00) Liners gladly taking ships 2023-2028, what is the market ‘missing?’
(9:15) Potential to sell any more older ships?
(11:15) Further appetite to add growth deals in this market?
(12:45) What about newbuilds with long-term charters attached?
(15:15) Will cash be wasted on bad growth deals?
(18:00) How can Danaos close the massive valuation gap?
(20:45) Dividend policy and future payout policy?
(22:30) Balance sheet: leverage target and use of funds?
(27:30) Danaos plans for ZIM stake? Structure to reduce taxes?
(31:00) Share repurchase program on the table?
(34:45) What are the key risks to this market and to DAC?
(36:45) Potential for future contract rolls? CMA CGM “market rate”?
(40:30) Interest in a share split? Potentially 5-1?
(42:15) Why invest in DAC versus other containership peers?
…
continue reading
Topics Covered
(2:15) Update on ocontainership markets: how long can strength last?
(6:00) Liners gladly taking ships 2023-2028, what is the market ‘missing?’
(9:15) Potential to sell any more older ships?
(11:15) Further appetite to add growth deals in this market?
(12:45) What about newbuilds with long-term charters attached?
(15:15) Will cash be wasted on bad growth deals?
(18:00) How can Danaos close the massive valuation gap?
(20:45) Dividend policy and future payout policy?
(22:30) Balance sheet: leverage target and use of funds?
(27:30) Danaos plans for ZIM stake? Structure to reduce taxes?
(31:00) Share repurchase program on the table?
(34:45) What are the key risks to this market and to DAC?
(36:45) Potential for future contract rolls? CMA CGM “market rate”?
(40:30) Interest in a share split? Potentially 5-1?
(42:15) Why invest in DAC versus other containership peers?
181 епізодів
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