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Constantin Baack, CEO of MPC Containers (OTCPK:MPZZF), a leading small-sized containership lessor, joined J Mintzmyer's\xa0Value Investor's Edge Live\xa0in June 2021 to discuss the surging containership markets and company strategy to benefit from these elevated market levels.
Although MPCC is not currently listed in the US markets, there's sufficient trading liquidity on the Oslo Exchange under the stock symbol "MPCC" and they're considering a potential US-listing if market conditions remain favorable and their market capitalization exceeds $1B.
For more particular information on MPC Containers, I highly recommend reviewing their\xa0latest investor presentation, which was updated on June 22. MPCC is set to publish Q2-21 earnings results on Aug. 19.
For readers and listeners primarily interested in US-listed names, the primary comps include Atlas Corp. (ATCO), Costamare (CMRE), Danaos Corp (DAC), Euroseas (ESEA), Global Ship Lease (GSL), and Navios Maritime Partners (NMM). Included market content should be relevant for investors in all of these names.
Topics Covered

(1:45)\xa0What is primarily driving the market strength? How long can it last?


(4:15)\xa0What are the primary risks for investors to watch?


(10:45)\xa0How large is the discount for 2-3 year charters versus 1y quotes?


(12:45)\xa0The Harpex index is due for a massive upward revision?!


(15:15)\xa0How far in advance are you fixing your vessels?


(18:00)\xa0Are there any opportunities to acquire more secondhand tonnage?


(21:00)\xa0Any clear negatives to recent containership transactions?


(23:45)\xa0Plans for a dividend? Expected timeline for first payout?


(26:15)\xa0Current economics for newbuild tonnage for feeders/midsize?


(30:30)\xa0Upcoming impact from 2023 EEXI and/or bunker fuel tax?


(34:30)\xa0Any impact/concern due to the increased focus on \u2018green recycling?\u2019


(37:15)\xa0Current economics from scrubbers? Any plans to add more?


(41:15)\xa0What differentiates MPCC? Why choose this stock over others?


(44:00)\xa0Future plans for a US listing?


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