GSLD News and Press, Global Ship Lease Inc - 8% NT REDEEM 31/12/2024 USD 25

GSL is a global shipping business with over 65 containerships, it generates income by leasing these to other businesses. GSL has a long contract book which should mean it generates income at these elevated charter levels, regardless of if prices fall. 2022 revenues are already 100% lo...

Eagle is a highly profitable shipping company with a current yield of c.13%. Although there are headwinds ahead, we think charter rates should remain elevated for an extended period of time, allowing investors to capitalize. The business is currently trading below its book value, ...

Global Ship Lease's fleet employment provides exceptional cash flow visibility. The company's well-balanced capital allocation strategy builds equity value while returning substantial cash to shareholders. GSL stock appears considerably undervalued both from a future earnings pote...

NMM has sold off sharply this year. Navios Maritime Partners has locked up a lot of revenue until 2027. Outside valuations indicate it trades at 50%+ discount to NAV. The company isn't returning much cash towards shareholders through buybacks or dividends. There's a price ...

The bull market in fixed income is over and interest rates are rising. This will cause financial difficulty for some but opportunities for others. Fixed income securities are starting to look attractive again. This article presents roughly 80 candidate securities for those wit...

Container shipping stocks have cratered, largely due to macro fears, dragging down container ship lessors, like Danaos, with them. This is undue, given Danaos' reliance on long-term charters and the fact that charter rates continue to climb. Finally, Danaos has taken advantag...

Danaos Corp is one of my top picks. With nearly the entire fleet now fixed on medium- and long-term charters, the risk/reward setup is the best in years. Results have been outstanding. DAC reported $11.36/sh EPS for Q1-22. Excluding the significant contribution from ZIM, core EPS...

Danaos had a fantastic first quarter, buoyed by a $110 million dividend from ZIM. The company showed excellent charters and operating revenue. With this income, Danaos is further reducing its debt to become the shipping lessor with the best balance sheet. Though many would lik...

Global Ship Lease reported Q1 earnings with massive improvement year over year. The company's balance sheet is in good shape with interest rates well below inflation. With excess cashflow from great recharterings, the company boosted its dividend by 50% and initiated a buyback. ...

The following slide deck was published by Global Ship Lease, Inc. in conjunction with their 2022 Q1 earnings call. For further details see: Global Ship Lease, Inc. 2022 Q1 - Results - Earnings Call Presentation