ATCO - Atlas: Much Higher Earnings Already Aboard

• Atlas has traded sideways since late February despite the underlying ship leasing rates doubling over the same period and remains below its pre-covid highs.
• ATCO has a quarter of its fleet that will be rolling onto new long-term charters at 2x-3x prior rates.
• The company is by far the largest US-listed ship lessor by just about any measure and continues to widen its moat with 50%+ growth contracted in the coming years.
• Recent disclosures and news flow suggest analyst estimates are very low and will need to re-rate much higher providing the catalyst for a much higher share price.

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