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Greg Zikos, CFO of Costamare (CMRE), joined J Mintzmyer's\xa0Value Investor's Edge Live\xa0on Nov. 4, 2020, to discuss the containership markets and forward opportunities and capital allocation priorities for Costamare. This interview and discussion is relevant for anyone with containership sector or box lessor investments, including Atlas Corp (ATCO), CAI Intl (CAI), Capital Partners (CPLP), Danaos Corp (DAC), Global Ship Lease (GSL), Matson (MATX), Navios Containers (NMCI), Navios Partners (NMM), Textainer (TGH), and Triton (TRTN).
\ufeffTopics Covered


(1:20)\xa0What's driving the strength in containership rates


(4:20)\xa0How much strength is related to disruptions vs. demand growth?


(8:30)\xa0Review of current rates, CMRE exposure to uplift?


(12:40)\xa0How far in advance can charter deals be locked in?


(14:10)\xa0Commentary on the secondhand market? Depressed values?


(16:50)\xa0Are there buying opportunities in the secondhand market?


(17:50)\xa0Is there meaningful interest in newbuilds with fixed charters?


(20:25)\xa0Commentary on preferred equity? Repurchase or call back?


(24:10)\xa0Dividend commentary, potential for a raise in the near-term?


(27:20)\xa0How are rates performing for the larger ships vs. midsized?


(31:00)\xa0Can you submit a new presentation/disclosure in December?


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