- Value Investor's Edge Live continues with this latest episode focused on the small-sized containership segment of the shipping industry.
- MPC Containers is one of the largest publicly-traded containership companies by vessel count.
- MPCC is considering a US listing later in the year and will be initiating a dividend policy during 2020. Their thoughts are very relevant for other US-listed peers.
- We interviewed MPCC CEO Constantin Baack in early February to review the containership markets and to learn more about their strategy.
- The full interview recording and transcript is included below. Our MPCC fair value estimate is NOK 10.00.
For further details see:
Surging Containership Rates: MPC Containers Update (Podcast Transcript)