- Value Investor's Edge Live resumes with this latest episode focused on the containership markets.
- We hosted Ian Webber, CEO of Global Ship Lease, to discuss company prospects and overall containership dynamics. Tom Lister, CCO, also joined the conversation.
- GSL has completed two major ship acquisition deals in June. We discussed the structure and contribution of the primary 12-ship deal.
- Despite massive earnings growth (the two June acquisitions alone are likely to add about $2.40/sh in annualized EPS), GSL stock has been stuck in neutral for six months. Opportunity?
- A full transcript is attached as well. Stay tuned for more updates throughout the year.
For further details see:
Global Ship Lease: Racking Up Container Profits (Podcast Transcript)