BOAT - ZIM Integrated Danaos: The Reports Of Containerships Death Are Greatly Exaggerated

• Supply-chain disruptions don't look like they're going away anytime soon. Easing? Perhaps, but that doesn't/won't equate to disappearing.
• The number of anchored ships at major global ports continues to be extremely high; ports are filled with ships and yards are filled with containers.
• Meanwhile, partially due to misleading reports regarding "collapsing rates", leading containership stocks have lost between 1/4 and 1/2 of their value.
• Containerships aren't only cash cows but are also expected to pay shareholders massive amounts of cash back.
• We don't like to call anything 'a lifetime opportunity', but this is certainly 'a maritime opportunity' that you should load up onto your portfolio.

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