- Value Investor’s Edge Live continues with this latest episode focused on the containership segment of the shipping industry.
- They host the management team at Global Ship Lease on 12 November to discuss the soaring containership markets.
- They review current market conditions and potential refinancing plans for GSL as we enter 2021.
As per the recent podcast in Seeking Alpha, authored by J Mintzmyer, GSL has surged throughout the past few months and has returned 52% since our exclusive interview in mid-November. Is more upside ahead?
A full transcript is attached as well. Stay tuned for more in this series of shipping market updates over the coming weeks.
This idea was discussed in more depth with members of my private investing community, Value Investor’s Edge.
About Global Ship Lease
The full management team of Global Ship Lease (GSL), a leading containership company, joined J Mintzmyer’s Value Investor’s Edge Live on Nov. 12, 2020, to discuss the containership transport markets and forward opportunities and refinancing prospects into 2021.
We were joined by Executive Chairman George Youroukos, CEO Ian Weber, CFO Tassos Psaropoulos, and CCO Thomas Lister.
This interview and discussion of the underlying containership markets is relevant for anyone with interest in GSL or in related containership shipping companies.
It includes Atlas Corp (ATCO), Capital Partners (CPLP), Costamare (CMRE), Danaos Corp (DAC), Euroseas (ESEA), Matson (MATX), MPC Containers (OTCPK:MPZZF), Navios Containers (NMCI), Navios Partners (NMM), and SFL Corp (SFL).
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Source: Seeking Alpha
