SSWA News and Press, Seaspan Corporation 7.125% Notes due 2027 From 08/10/22

The following slide deck was published by Atlas Corp. in conjunction with their 2022 Q2 earnings call. For further details see: Atlas Corp. 2022 Q2 - Results - Earnings Call Presentation

Value Investor's Edge Live continues with an exclusive interview focused on the containership segment of the shipping industry. Evangelos Chatzis, CFO of Danaos Corp, joined us recently for an exclusive interview to discuss market prospects and capital allocation priorities. Danao...

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...

Prem Watsa’s 13F portfolio value decreased from $3.12B to $3.01B this quarter. Fairfax Financials’ largest three stakes are Atlas Corp, Resolute Forest Products, and BlackBerry. They together account for ~73% of the 13F assets. The 13F securities form a small portion...

ZIM's shares have cratered over the past week as concerns about rising economic tailwinds have gripped the markets. Despite the prospect of lower freight rates for container shipping, ZIM can still be *immensely* profitable. And even if it were to return to a level of early-2021 p...

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...

Atlas Corp. (ATCO) Q1 2022 Earnings Conference Call May 12, 2022 8:30 AM ET Company Participants Will Kostlivy - Head of Investor Relations Bing Chen - President and Chief Executive Officer Graham Talbot - Chief Financial Officer Torsten Pedersen - Chief Operational Officer of Seaspan Peter C...

The following slide deck was published by Atlas Corp. in conjunction with their 2022 Q1 earnings call. For further details see: Atlas Corp. 2022 Q1 - Results - Earnings Call Presentation

The container-shipping market is expected to expand at a CAGR of 12% from 2020-2028. Triton’s management confirmed that shipping lines continued to struggle with disruptions, especially in the Chinese ports in Q1 2022. Since Q4 2020, Triton has lowered its cost of revenues ...

The supply and demand perspective for Container shipping remains mixed. However, the market is not adequately discounting the diverging business risks of Lessors and Liners. Container Lessors remain undervalued, regarding their Free Cash Flow potential. I prefer mainly investi...