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MPC Container Ships (MPCC) 🚢

MPCC Q2 2024 Results: Backlog Increased to USD 1.1 Billion Creating Significant Earnings Visibility

Key information relating to the cash dividend to be paid by MPC Container Ships ASA

MPCC to Present at Pareto Securities Energy Conference

MPCC: Ex-dividend USD 0.10 today (Q2 2024)

MPCC: Fixed income investor meetings

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Blir vel ĂĽ prege kursen til uka?

Harald MorĂŚus Hanssen traff bunnen perfekt. Etter ellevill kursoppgang tar han nĂĽ gevinst.

Ifølge Finansavisens bjellesautjeneste har han solgt 400.000 aksjer til kurser pü rundt 22 kroner, tilsvarende 9,1 millioner kroner.

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MPCC: Expected vessel acquisition and updated Investor Presentation for fixed income investor meetings

MPCC Continues Fleet Renewal and Secures Attractive Charter

MPCC: Successful Placement of USD 125 million Senior Unsecured Sustainability-linked Bond Issue

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Blir det streik pü østkysten blant laste og lossearbeiderne fra i morgen?

Stemmer det

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Financial calendar

PAS

MPCC: Solid feeder fixtures across the board

• Plenty of interesting fixtures reported the last couple of days, showing a
continued strong market for feeder vessels. Most relevant for MPC is three 2.5
– 2.6k TEU vessels aged 13 – 19 years fixed at USD 25 – 30k/day for 1 – 2
years to majors like Maersk, ONE and Hapag-Lloyd. The one to Hapag is an
extension starting in July 2025. By comparison, we assume USD 20k/day in
our MPC model – and note one 2,500 TEU vessel open in Q2’25
• Brokers are also reporting a 2Y TC for a 19-year old 1,200 TEU at USD 14k/day
to COSCO (here we model USD 13k/day), and the sale of an open 28-year old
5,500 TEU for USD ~30m (VesselsValue peg her at USD ~15m)
• MPC has fixed 99% of H2’24, 81% of 2025 and 50% of 2026 already. If forward
fixtures into mid-2025 are on the table, we count ~10x vessels open for
business. We see MPC paying out NOK 1.8/sh for H2’24 (~100% fixed), and
NOK ~5.5/sh for 2025 – 26 on our current (conservative) estimates, with 65%
of the latter fixed. Marking the latter up to current rates would boost DPS to
NOK ~7 for 2025 – 26, meaning ~40% of the market cap. could be paid out
over the next 2.5 years while bringing net debt down close to ~zero by YE’26

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MPCC: Invitation to Q3 2024 Earnings Call

Linken til MPCC pĂĽ discord takk ;o)

MPCC Q3 2024 Results: Significant earnings visibility from further increased charter backlog

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Key information relating to the cash dividend to be paid by MPC Container Ships ASA

MPCC: Ex-dividend USD 0.10 today (Q3 2024)

MPCC: Changes to the Board of Directors

Noen som har tenkt over hvilken interesse det greske rederiet Castor Maritime kan ha av ĂĽ ta kontrollerende eierskap i MPC Capital via Thalora Holdings? Castor driver hovedsakelig med drybulk, men har tre eldre feedere. (2005-08).