MPC Container Ships (MPCC) 🚢

[Excession]

@Londonmannen

motstandsnivå

-4% hehe
Gleder meg til vi får høre hva utbyttet blir, nå på kommende EGA

[TekBot]

MPC Container Ships ASA publishes container market and operational update

Oslo, 18 January 2022 - MPC Container Ships ASA (“MPCC” or the “Company”, and
together with its subsidiaries, the “Group”) is pleased to announce the
following market and company update and measures taken to implement the
…

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Company’s distribution plan. The update includes the following:

· Completion of the balance sheet optimization in Q4 2021 leading to more than
30 vessels being unencumbered
· The container market started the year 2022 even stronger than it ended 2021
· Over the past weeks, MPCC has concluded seven additional multi-year charter
fixtures (at strong rates and for forward positions) and one additional vessel
sale
· As of 1 January 2022 contracted revenues increased to ~USD 1.2 billion and
projected secured EBITDA is more than USD 850 million
· An amount of USD 150 - 160 million in proceeds from vessel sales is
available for event-driven distributions already in Q1 2022
· An extraordinary general meeting will be held on 28 January 2022, where
authorisations for both dividend distributions and share buy-backs are proposed
to be granted to the board, to commence event-driven and recurring distributions

For further details on the market and operational update on the Company, please
refer to the attached presentation. An investor call will be hosted on Wednesday
19 January at 10:00 CET. Please see below for call-in details.

The above information is subject to the disclosure requirements pursuant to
section 5-12 of the Norwegian Securities Trading Act.

Investor call and webcast:

The Company will host a webcast for the investor call commencing on Wednesday 19
January 2022 at 10:00 hours CET. The presentation will be made available on the
Company’s webpage (https://www.mpc-container.com/investors-and-media/press
-releases/). There will be a Q&A session after the presentation.

The event is being streamed. It is recommended that you listen via your computer
speakers. Please note that for optimal viewing, it is recommended not to use
VPN, but instead to connect directly to the internet. Please disable pop-up
blockers in order to view the content in its entirety.

The live webcast can be accessed through the following link:

https://edge.media-server.com/mmc/p/fibfi3gn

Alternatively, participants may dial in to the earnings call using the below
dial-in information:

Norwegian LocalCall Dial-In (Oslo): +47 23 96 02 64

US LocalCall Dial-In (New York): +1 (631) 510-7495

International/Toll Attendee Dial-In: +44 (0) 2071 928000

Conference ID: 3396473

Further information and contact:

For further information, please contact ir@mpc-container.com.

About MPC Container Ships ASA:

MPC Container Ships ASA (ticker code “MPCC”) is a leading container tonnage
provider with a focus on the feeder segment below 5,000 TEU. Its main activity
is to own and operate a portfolio of container ships serving intra-regional
trade lanes on fixed-rate charters. The Company is registered and has its
business office in Oslo, Norway. For more information, please see our website:
www.mpc-container.com.

---

Forward-looking statements:

This announcement includes forward-looking statements. Such statements are
generally not historical in nature, and specifically include statements about
the Company’s plans, strategies, business prospects, changes and trends in its
business, the markets in which it operates and its restructuring efforts. These
statements are made based upon management’s current plans, expectations,
assumptions and beliefs concerning future events impacting the Company and
therefore involve a number of risks, uncertainties and assumptions that could
cause actual results to differ materially from those expressed or implied in the
forward-looking statements, which speak only as of the date of this news
release. Consequently, no forward-looking statement can be guaranteed. When
considering these forward-looking statements, you should keep in mind the risks
described from time to time in the Company’s regulatory filings and periodical
reporting. The Company undertakes no obligation to update any forward-looking
statements to reflect events or circumstances after the date on which such
statement is made or to reflect the occurrence of unanticipated events. New
factors emerge from time to time, and it is not possible for the Company to
predict all of these factors. Further, the Company cannot assess the impact of
each such factor on its business or the extent to which any factor, or
combination of factors, may cause actual results to be materially different from
those contained in any forward-looking statement.

Kilde

[Mulligan]

I klartekst sier denne oppdateringen NOK 3 i ektraordinært utbytte i 1Q og NOK 1 i ordinært utbytte pr kvartal i 2022, gitt at XO GF slutter seg til forslagene som legges fram der (og hvorfor skulle den ikke det…).

[Keefer]

De skriver også at de ordinære utbyttene skal starte fra og med mars 2022. Videre har de solgt et skip til, og tegnet mange nye 3-årige kontrakter til gode rater. AS Nadia er høyest på 61.000$ pr. dag fra juli 2022 og 3 år fremover

[TenSing_Gundersen]

#den følelsenNårmanerblittsåblasertavatselskapetalltidleverersomlovetatmantenkernårselskapsoppdateringenkommeratmankanventeoghelleråpnedenpåkveldenmedenølisofaen…

[TenSing_Gundersen]

Ekstrautbytte i MPC

[Londonmannen]

Ja, 3 kr høres jo fantastisk ut, men det stopper ikke der. Kr 3 er bare event driven, altså salg av skip. På toppen av dette kommer overskuddet fra driften i Q4. Vi snakker altså om et ekstraordinært utbytte på rundt kr 4,-! Ufattelig bra!

Og selv om USA er ned i kveld og det ligger en sky av usikkerhet over den geopolitiske situasjonen, så må ingen bli overrasket dersom vi ser kurs på kr 30,- allerede i morgen. For det blir nok mange som ønsker å ta del i denne utbyttefesten MPCC aksjonærene nå står foran. Ingen over ingen ved siden av MPCC som utbyttemaskin på OSE.

[TenSing_Gundersen]

Shippingvinner bykser videre: Meglerhus løfter kursmålet

« MPC Container Ships-sjef Constantin Baack fremhever under en selskapspresentasjon onsdag at han mener indikasjonen i spotmarkedet om en normalisering av markedet er misledende – ettersom strukturen har skiftet til et forward-marked.

– Det har vært et stort skifte siste fire til seks uker hvor vi ser flere forward-slutninger i markedet. Fra oktober 2021 til januar 2022 har gjennomsnittlig charter-periode økt med over en måned til over ni måneder, sier han.»

Dette synes jeg var svært interessant!

[Keefer]

Både over 9 måneders forward-slutninger og såpass høye rater på 3 års avtaler er viktige take-aways, synes jeg. Det vitner om stor tro på markedet og at ratene vil holde seg høye lenge fra de som sitter tettest på.

[Mulligan]

9 mnd forward i kombinasjon med 36-38 mnd kontraktslengde gir en høy grad av visibility helt fram til 2025. I tillegg til allerede inngåtte kontrakter forventes 19 nye slutninger i løpet av 2022, og gitt at disse inngås på samme nivå som de siste slutningene snakker vi fort om EPS på rundt kr 30 for 2022-24, dvs tilsvarende dagens børsverdi. Tar vi med 2025, snakker vi fort akkumulert EPS på rundt kr 40. Selv om kursen har gått bananas siste halvannet året er prisingen likevel tilnærmet risikofri. Tror derfor det fortsatt kan være oppside i aksjen.
Forøvrig vil jeg gi cred til ledelsen for veldig transparent informasjon til markedet gjennom slike oppdateringer som de publiserte i går.

[TenSing_Gundersen]

Forbilledlig ledelse! Hva blir det neste? Konkurrent i Språkrådets kåring av månedens nyord?

Inntjeningseksplosjon for MPC Container Ships

[Londonmannen]

Bære lækkert!

[TenSing_Gundersen]

Bare sånn for å holde den jevne tekinvestor oppdatert på hva som rører seg i aksjen om dagen:

MPC Container Ships scores strong rates on seven long-term charters - Splash247

[TenSing_Gundersen]

@TenSing_Gundersen

Kjekk uke. God helg til alle på bøljan blå!

Ble visst en kjekk uke dette også God helg!

P.S Godt å se at sjefen også ser ut til å være i godt humør inn mot helgen:

MPCC's Baack says forward-fixing rush never seen before | TradeWinds

[TekBot]

MPC Container Ships ASA: Repurchase and cancellation of warrants

Oslo, 21 January 2022 - MPC Container Ships ASA (“MPCC” or the “Company”)
announces that it has agreed with MPC Capital Beteiligungsgesellschaft mbH & Co.
KG to settle, by way of repurchase and cancellation, a total number of 1,870,302
…

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outstanding and vested warrants. Each warrant gives the right to subscribe for
one MPCC share at a subscription price of USD 1.89, and the warrants are
acquired by MPCC for a total consideration of USD 2,219,481, i.e. at a 3%
discount to their intrinsic value based on the 10 days volume weighted average
price of the MPCC shares. Shareholdings of MPC Capital and its related parties
in MPCC remain unchanged following the transaction.

By repurchasing and cancelling these warrants, no new shares will be issued. The
repurchase price is expected to be overcompensated in less than 1.5 years by
avoiding dilution of existing shareholders. Following the cancellation of the
warrants, there are no longer any outstanding warrants relating to MPCC shares.

The above information is subject to the disclosure requirements pursuant to
section 5-12 of the Norwegian Securities Trading Act.

For further information, please contact ir@mpc-container.com.

About MPC Container Ships ASA:

MPC Container Ships ASA (ticker code “MPCC”) is a leading container tonnage
provider with a focus on the feeder segment below 5,000 TEU. Its main activity
is to own and operate a portfolio of container ships serving intra-regional
trade lanes on fixed-rate charters. The Company is registered and has its
business office in Oslo, Norway. For more information, please see our website:
www.mpc-container.com.

Kilde

[TekBot]

MPC Container Ships ASA: Resignation of Board Member

Oslo, 24 January 2022 - MPC Container Ships ASA (“MPCC” or the “Company”)
announces today the Company has received a resignation letter from board member,
Darren Maupin, who has decided to resign from his position as board member of
…

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MPC Container Ships ASA effective immediately, due to developments on his side
demanding all his available time in the coming months.

The remaining board of directors of the Company, consisting of four board
members, comply with the requirements regarding board composition.

The Company expresses its sincere appreciation to Darren Maupin for his service
and dedication to the Company as a board member since 2017.

The above information is subject to the disclosure requirements pursuant to
section 5-12 of the Norwegian Securities Trading Act.

For further information, please contact ir@mpc-container.com.

About MPC Container Ships ASA:

MPC Container Ships ASA (ticker code “MPCC”) is a leading container tonnage
provider with a focus on the feeder segment below 5,000 TEU. Its main activity
is to own and operate a portfolio of container ships serving intra-regional
trade lanes on fixed-rate charters. The Company is registered and has its
business office in Oslo, Norway. For more information, please see our website:
www.mpc-container.com.

Kilde

[Ringreven1]

Det kan jo være en million grunner for å trekke seg fra et styre, tror ikke man skal legge for mye vekt på dette.

[Keefer]

Denne forklarer vel det man trenger å vite: “due to developments on his side demanding all his available time in the coming months”

[TenSing_Gundersen]

Tror ikke man skal legge for mye vekt på det. Samtidig er det greit å stadig kikke etter skjær i sjøen slik at man alltid er klar til å manøvrere.

Har notert meg de siste par dagene at Brown Brothers Harriman (3 største aksjonær) tilsynelatende har solgt hele sin post til Sumitomo. Kan det ha noe med dette å gjøre? Altså at de vil kreve styreplass? Vet ikke hvilken av de størrre dagens aksjonærer avgående styremedlem kan sies å representere?

I tillegg har topp 50 nå det laveste antall aksjer jeg har sett siden ihvertfall august 2021. Slik sett er aksjonærbasen litt i endring siden utbyttet ser ut til å tiltrekke seg en større andel pensjonsfond og lignende - ref. bevegelsen i listen på fredag.

Ellers selger Canomaro jevnt og trutt fremdeles. Samt at Mr Blix lastet av 1 mill aksjer når RSI begynnte å bli høy (som han ofte gjør).

[TenSing_Gundersen]

@TenSing_Gundersen

Vet ikke hvilken av de størrre dagens aksjonærer avgående styremedlem kan sies å representere?

Glem det - kom på det nå. Pilegrim Global fondet.