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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A tartalmat a Seeking Alpha biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Seeking Alpha vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Value Investor's Edge Live #46: Danaos Ready To Boost Shareholder Returns
MP3•Epizód kép
Manage episode 318724628 series 2505215
A tartalmat a Seeking Alpha biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Seeking Alpha vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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 epizódok
MP3•Epizód kép
Manage episode 318724628 series 2505215
A tartalmat a Seeking Alpha biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Seeking Alpha vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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 epizódok
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