2025 Q4 -tulosraportti
58 päivää sitten
‧1 t 0 min
0,4788 NOK/osake
Viimeisin osinko
10,78%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 822 | - | - | ||
| 657 | - | - | ||
| 165 | - | - | ||
| 5 639 | - | - | ||
| 3 136 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·7 t sitten · MuokattuThen it's time for an update of the New Contex index for the feeder class of container ships. This time I'm adding something at the end that the old-timers can skip. It is rather information / a lesson for young/new shareholders in MPCC. See that there are many new "nicks" now. The headline will be. The New Contex index sets its 10th ANNUAL RECORD in 2026. The index increased from 1524 points up to 1525 points=1 point. This gives a rate of increase of 1 point÷2 days=0.5 points per day. Then the index has increased from 536 points on 3-1-2024 and up to today's 1525 points= 992 points or 185.1%. This year's increase in 2026 is from 1485 points up to 1525 points=40 points. This gives a rate of increase in 2026 of 40 points÷113 days= 0.35 points per day Then we take the rate of fall on the "downturn" which started on 11-9-25 at 1551 points. The fall is of 1551 points-1525= 26 points. This gives a rate of fall on the "downturn" of 26 points÷218 days= 0.12 points per day. To put this in perspective, the rate of fall on the downturn was 0.67 points per day New Year's Eve 2025. So we conclude that the rate of fall on the downturn is constantly decreasing. Brilliant. It is now only 26 points up to the record of 1551 points, which is the highest we have noted since the start of 2024. 12 classes showed an increase 2 classes showed a decrease 2 classes were unchanged. So we possibly have more pleasant updates to look forward to. So I'll explain a bit for new/young shareholders in MPCC who wish to increase their knowledge about their investments. The New Contex index is divided into 6-12 and 24 months in the classes. So the numbers you see are not what MPCC gets, not rates. Because MPCC tries to negotiate contracts that are at least 3 years in length. Hence the rates are a bit lower in dollar/day... But this index is guaranteed a "template" that is looked at when contracts are renegotiated or new ones are negotiated. To explain to "newcomers" where we are in the terrain, I can say the following. If we disregard the post COVID rates which were exceptional, then we are now at a top level seen in a 10-year perspective. And with these rates, MPCC earns dollars in buckets and spades and can provide great dividends. So a small recurring error in the interpretation of the rates. At the last report, coverage was 97% in contracts for 2026. But that is THAT DAY. Contracts do not go from New Year to New Year. This is an ongoing process for each individual vessel. And in 2026, MPCC will renegotiate/negotiate new contracts for between 10 and 15 vessels. So it is very important that the New Contex index is as high as possible at all times. And think like this, if there are 2 or 5 days between the last update, then we are 2 or 5 days closer to negotiating contracts for all 51 vessels. It is also guaranteed that "bad" times will come, and then it is a great advantage that the index is as high as possible and has the longest possible way to fall before we reach "bad" rates that do not generate income for dividends. Now I'm wrapping up, and hope that this can be useful for some new shareholders in MPCC. Have a brilliant afternoon/evening, everyone. I can't be bothered to proofread, so you'll have to live with the typos.- ·7 t sittenYes folks. I expect you are ready for good news. The New Contex index has been updated today. And the headline will be . The New Contex index continues its uptrend and sets its 10th annual record for 2026. The index increased from 1524 points up to 1525 points = 1 point. Not much, but it was in 2 days and up is up. A full update will be coming soon. Have a great day, everyone.
- ·1 päivä sitten · MuokattuHei X_22. I promised to answer your question tonight. I'm still very busy but I will try to answer you. It would have been much longer and more comprehensive if I had had more time. Your question was, what do you think will happen to the dividend policy and the share price in the next 3 to 5 years?. To be completely honest, I don't think anyone in the world can answer that when you say 3 to 5 years There are incredibly many factors that will influence the answer that are variable.. But if we talk about one to two years, it is much easier to answer the question. First a little about myself, I have been a shareholder in MPCC since they started paying dividends and distributions after ship sales in 2022. It has been an adventurous journey, in 2022, 2023 and partly 2024 the return was over 30% it was almost too good to be true. I realized that this could not continue indefinitely. So I went from being a shareholder to becoming a long-term dividend rider to get hold of as much of the dividend money MPCC spat out as possible. So all dividends are entirely reinvested in new MPCC shares, and every time the share falls by over 3% I buy more shares for a FIXED amount. So my answer to you is guaranteed to be colored by the fact that I am a dividend rider. 1. We'll take the question about the share price first, there I think I can only say it will go up/down and what will be the top and bottom. I don't think anyone knows. I certainly don't know. 2. Then to the dividend policy. I have probably never before in my time as an investor encountered such shareholder-friendly management as we have at MPCC. So that we will receive dividends as long as the company makes money, I am almost certain of that. So in context, the larger the dividends, normally the higher the share price. My thought on the upcoming dividends is slightly decreasing / sideways in the short term. This is because the company only has 51 vessels now, we do however have 17 vessels on order.. Which acts as a counterweight. When they come into service. By increasing revenues. There are some dark clouds on the horizon, due to the order book which is constantly increasing even in the feeder segment. I think we have now exceeded 12% . However, there are very many old ships that are over 20, 25 and also 30 years old. I have a homemade catalog. And I like what I see, an incredible number of ships must be scrapped in the next 5 years. It's just a paradox, all these old ships that should have been scrap, continue to sail as money printers for the shipping companies. They are already paid off and it is hard to send them for scrapping. Here we are on to something very important.... Many new ships will come into service in 2026 and 2027. ,this will affect the rate level. And there is very little scrapping, I keep a catalog of that too. This year 8 ships have been scrapped, approx. 16,000 TEU. I included Safeen Prestige which sank in the Strait of Hormuz and lies at a depth of 110 meters. The rate picture is now at a top level, if we disregard the post-Covid rates, which for God's sake we hopefully never get again. It is also certain that if the Strait of Hormuz and the Suez Canal are used as usual, it will free up a lot of idle capacity, which will negatively affect rates. Another thing to consider is that with a weakened dollar, or strengthened Norwegian krone, the dividend will be reduced. I think I'll try to wrap up. MPCC does not operate in the spot market, they are a bit cautious and prefer longer contracts to "lock in" revenues, which in turn leads to dividends. And not least, if a downturn takes shape, it will take about 1 to 2 years before it is severely felt in revenues P.g.a contracts length. The most important things to follow now are. 1 The development of rates, we have full control over this by following the New Contex index with an eagle eye. 2 The development regarding the scrapping of old ships. 3 The development in the Middle East. AND JUST SO IT IS SAID. THIS IS NOT A SELL/BUY/HOLD RECOMMENDATION. It is my answer to X_22. Greetings from someone who is looking forward to tomorrow's update of the New Contex index. The rates actually answer both your questions X_22. So my advice is to keep an eye on that. And anyone who thinks I'm going to proofread the post is wrong.
·11 t sittenSure, I know that. But we will eventually reach a point where it's not profitable to patch up the old boats or be possible to meet the new environmental requirements. Maybe it works with today's requirements, but the requirements will probably become stricter over time. It doesn't necessarily have to be mandated environmental requirements from authorities, but rather demands from those who rent the boats that one must take care of the environment. So it might be easier to rent out a newer boat that is more environmentally friendly than an old boat that is a bit less environmentally friendly. - ·1 päivä sitten · MuokattuCame across an article regarding hull coatings and there's quite a lot of money to save there. They mention dry bulk, but I assume it's somewhat the same for container ships... I know that MPCC is very much into fuel efficiency and trying to find new things there. But has anyone noticed what they are doing with coating? https://splash247.com/geneva-dry-dialogues-hempel-2/
·1 päivä sitten · MuokattuTwo, maybe 3 container ships have according to tankertrackers been seized by Iran today. EPAMINONDAS (9153862) MSC FRANCESCA (9401116) EUPHORIA (9235828) (uncertain, but allegedly been fired upon) These are not ships owned by MPC, but I don't see rates and earnings going down anytime soon. Not to mention the backlog that will come when the situation becomes more stable. https://tankertrackers.com/report/lostandfound
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
58 päivää sitten
‧1 t 0 min
0,4788 NOK/osake
Viimeisin osinko
10,78%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sitten · MuokattuThen it's time for an update of the New Contex index for the feeder class of container ships. This time I'm adding something at the end that the old-timers can skip. It is rather information / a lesson for young/new shareholders in MPCC. See that there are many new "nicks" now. The headline will be. The New Contex index sets its 10th ANNUAL RECORD in 2026. The index increased from 1524 points up to 1525 points=1 point. This gives a rate of increase of 1 point÷2 days=0.5 points per day. Then the index has increased from 536 points on 3-1-2024 and up to today's 1525 points= 992 points or 185.1%. This year's increase in 2026 is from 1485 points up to 1525 points=40 points. This gives a rate of increase in 2026 of 40 points÷113 days= 0.35 points per day Then we take the rate of fall on the "downturn" which started on 11-9-25 at 1551 points. The fall is of 1551 points-1525= 26 points. This gives a rate of fall on the "downturn" of 26 points÷218 days= 0.12 points per day. To put this in perspective, the rate of fall on the downturn was 0.67 points per day New Year's Eve 2025. So we conclude that the rate of fall on the downturn is constantly decreasing. Brilliant. It is now only 26 points up to the record of 1551 points, which is the highest we have noted since the start of 2024. 12 classes showed an increase 2 classes showed a decrease 2 classes were unchanged. So we possibly have more pleasant updates to look forward to. So I'll explain a bit for new/young shareholders in MPCC who wish to increase their knowledge about their investments. The New Contex index is divided into 6-12 and 24 months in the classes. So the numbers you see are not what MPCC gets, not rates. Because MPCC tries to negotiate contracts that are at least 3 years in length. Hence the rates are a bit lower in dollar/day... But this index is guaranteed a "template" that is looked at when contracts are renegotiated or new ones are negotiated. To explain to "newcomers" where we are in the terrain, I can say the following. If we disregard the post COVID rates which were exceptional, then we are now at a top level seen in a 10-year perspective. And with these rates, MPCC earns dollars in buckets and spades and can provide great dividends. So a small recurring error in the interpretation of the rates. At the last report, coverage was 97% in contracts for 2026. But that is THAT DAY. Contracts do not go from New Year to New Year. This is an ongoing process for each individual vessel. And in 2026, MPCC will renegotiate/negotiate new contracts for between 10 and 15 vessels. So it is very important that the New Contex index is as high as possible at all times. And think like this, if there are 2 or 5 days between the last update, then we are 2 or 5 days closer to negotiating contracts for all 51 vessels. It is also guaranteed that "bad" times will come, and then it is a great advantage that the index is as high as possible and has the longest possible way to fall before we reach "bad" rates that do not generate income for dividends. Now I'm wrapping up, and hope that this can be useful for some new shareholders in MPCC. Have a brilliant afternoon/evening, everyone. I can't be bothered to proofread, so you'll have to live with the typos.
- ·7 t sittenYes folks. I expect you are ready for good news. The New Contex index has been updated today. And the headline will be . The New Contex index continues its uptrend and sets its 10th annual record for 2026. The index increased from 1524 points up to 1525 points = 1 point. Not much, but it was in 2 days and up is up. A full update will be coming soon. Have a great day, everyone.
- ·1 päivä sitten · MuokattuHei X_22. I promised to answer your question tonight. I'm still very busy but I will try to answer you. It would have been much longer and more comprehensive if I had had more time. Your question was, what do you think will happen to the dividend policy and the share price in the next 3 to 5 years?. To be completely honest, I don't think anyone in the world can answer that when you say 3 to 5 years There are incredibly many factors that will influence the answer that are variable.. But if we talk about one to two years, it is much easier to answer the question. First a little about myself, I have been a shareholder in MPCC since they started paying dividends and distributions after ship sales in 2022. It has been an adventurous journey, in 2022, 2023 and partly 2024 the return was over 30% it was almost too good to be true. I realized that this could not continue indefinitely. So I went from being a shareholder to becoming a long-term dividend rider to get hold of as much of the dividend money MPCC spat out as possible. So all dividends are entirely reinvested in new MPCC shares, and every time the share falls by over 3% I buy more shares for a FIXED amount. So my answer to you is guaranteed to be colored by the fact that I am a dividend rider. 1. We'll take the question about the share price first, there I think I can only say it will go up/down and what will be the top and bottom. I don't think anyone knows. I certainly don't know. 2. Then to the dividend policy. I have probably never before in my time as an investor encountered such shareholder-friendly management as we have at MPCC. So that we will receive dividends as long as the company makes money, I am almost certain of that. So in context, the larger the dividends, normally the higher the share price. My thought on the upcoming dividends is slightly decreasing / sideways in the short term. This is because the company only has 51 vessels now, we do however have 17 vessels on order.. Which acts as a counterweight. When they come into service. By increasing revenues. There are some dark clouds on the horizon, due to the order book which is constantly increasing even in the feeder segment. I think we have now exceeded 12% . However, there are very many old ships that are over 20, 25 and also 30 years old. I have a homemade catalog. And I like what I see, an incredible number of ships must be scrapped in the next 5 years. It's just a paradox, all these old ships that should have been scrap, continue to sail as money printers for the shipping companies. They are already paid off and it is hard to send them for scrapping. Here we are on to something very important.... Many new ships will come into service in 2026 and 2027. ,this will affect the rate level. And there is very little scrapping, I keep a catalog of that too. This year 8 ships have been scrapped, approx. 16,000 TEU. I included Safeen Prestige which sank in the Strait of Hormuz and lies at a depth of 110 meters. The rate picture is now at a top level, if we disregard the post-Covid rates, which for God's sake we hopefully never get again. It is also certain that if the Strait of Hormuz and the Suez Canal are used as usual, it will free up a lot of idle capacity, which will negatively affect rates. Another thing to consider is that with a weakened dollar, or strengthened Norwegian krone, the dividend will be reduced. I think I'll try to wrap up. MPCC does not operate in the spot market, they are a bit cautious and prefer longer contracts to "lock in" revenues, which in turn leads to dividends. And not least, if a downturn takes shape, it will take about 1 to 2 years before it is severely felt in revenues P.g.a contracts length. The most important things to follow now are. 1 The development of rates, we have full control over this by following the New Contex index with an eagle eye. 2 The development regarding the scrapping of old ships. 3 The development in the Middle East. AND JUST SO IT IS SAID. THIS IS NOT A SELL/BUY/HOLD RECOMMENDATION. It is my answer to X_22. Greetings from someone who is looking forward to tomorrow's update of the New Contex index. The rates actually answer both your questions X_22. So my advice is to keep an eye on that. And anyone who thinks I'm going to proofread the post is wrong.·11 t sittenSure, I know that. But we will eventually reach a point where it's not profitable to patch up the old boats or be possible to meet the new environmental requirements. Maybe it works with today's requirements, but the requirements will probably become stricter over time. It doesn't necessarily have to be mandated environmental requirements from authorities, but rather demands from those who rent the boats that one must take care of the environment. So it might be easier to rent out a newer boat that is more environmentally friendly than an old boat that is a bit less environmentally friendly.
- ·1 päivä sitten · MuokattuCame across an article regarding hull coatings and there's quite a lot of money to save there. They mention dry bulk, but I assume it's somewhat the same for container ships... I know that MPCC is very much into fuel efficiency and trying to find new things there. But has anyone noticed what they are doing with coating? https://splash247.com/geneva-dry-dialogues-hempel-2/
- ·1 päivä sitten · MuokattuTwo, maybe 3 container ships have according to tankertrackers been seized by Iran today. EPAMINONDAS (9153862) MSC FRANCESCA (9401116) EUPHORIA (9235828) (uncertain, but allegedly been fired upon) These are not ships owned by MPC, but I don't see rates and earnings going down anytime soon. Not to mention the backlog that will come when the situation becomes more stable. https://tankertrackers.com/report/lostandfound
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 822 | - | - | ||
| 657 | - | - | ||
| 165 | - | - | ||
| 5 639 | - | - | ||
| 3 136 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
2025 Q4 -tulosraportti
58 päivää sitten
‧1 t 0 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 27.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
0,4788 NOK/osake
Viimeisin osinko
10,78%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sitten · MuokattuThen it's time for an update of the New Contex index for the feeder class of container ships. This time I'm adding something at the end that the old-timers can skip. It is rather information / a lesson for young/new shareholders in MPCC. See that there are many new "nicks" now. The headline will be. The New Contex index sets its 10th ANNUAL RECORD in 2026. The index increased from 1524 points up to 1525 points=1 point. This gives a rate of increase of 1 point÷2 days=0.5 points per day. Then the index has increased from 536 points on 3-1-2024 and up to today's 1525 points= 992 points or 185.1%. This year's increase in 2026 is from 1485 points up to 1525 points=40 points. This gives a rate of increase in 2026 of 40 points÷113 days= 0.35 points per day Then we take the rate of fall on the "downturn" which started on 11-9-25 at 1551 points. The fall is of 1551 points-1525= 26 points. This gives a rate of fall on the "downturn" of 26 points÷218 days= 0.12 points per day. To put this in perspective, the rate of fall on the downturn was 0.67 points per day New Year's Eve 2025. So we conclude that the rate of fall on the downturn is constantly decreasing. Brilliant. It is now only 26 points up to the record of 1551 points, which is the highest we have noted since the start of 2024. 12 classes showed an increase 2 classes showed a decrease 2 classes were unchanged. So we possibly have more pleasant updates to look forward to. So I'll explain a bit for new/young shareholders in MPCC who wish to increase their knowledge about their investments. The New Contex index is divided into 6-12 and 24 months in the classes. So the numbers you see are not what MPCC gets, not rates. Because MPCC tries to negotiate contracts that are at least 3 years in length. Hence the rates are a bit lower in dollar/day... But this index is guaranteed a "template" that is looked at when contracts are renegotiated or new ones are negotiated. To explain to "newcomers" where we are in the terrain, I can say the following. If we disregard the post COVID rates which were exceptional, then we are now at a top level seen in a 10-year perspective. And with these rates, MPCC earns dollars in buckets and spades and can provide great dividends. So a small recurring error in the interpretation of the rates. At the last report, coverage was 97% in contracts for 2026. But that is THAT DAY. Contracts do not go from New Year to New Year. This is an ongoing process for each individual vessel. And in 2026, MPCC will renegotiate/negotiate new contracts for between 10 and 15 vessels. So it is very important that the New Contex index is as high as possible at all times. And think like this, if there are 2 or 5 days between the last update, then we are 2 or 5 days closer to negotiating contracts for all 51 vessels. It is also guaranteed that "bad" times will come, and then it is a great advantage that the index is as high as possible and has the longest possible way to fall before we reach "bad" rates that do not generate income for dividends. Now I'm wrapping up, and hope that this can be useful for some new shareholders in MPCC. Have a brilliant afternoon/evening, everyone. I can't be bothered to proofread, so you'll have to live with the typos.
- ·7 t sittenYes folks. I expect you are ready for good news. The New Contex index has been updated today. And the headline will be . The New Contex index continues its uptrend and sets its 10th annual record for 2026. The index increased from 1524 points up to 1525 points = 1 point. Not much, but it was in 2 days and up is up. A full update will be coming soon. Have a great day, everyone.
- ·1 päivä sitten · MuokattuHei X_22. I promised to answer your question tonight. I'm still very busy but I will try to answer you. It would have been much longer and more comprehensive if I had had more time. Your question was, what do you think will happen to the dividend policy and the share price in the next 3 to 5 years?. To be completely honest, I don't think anyone in the world can answer that when you say 3 to 5 years There are incredibly many factors that will influence the answer that are variable.. But if we talk about one to two years, it is much easier to answer the question. First a little about myself, I have been a shareholder in MPCC since they started paying dividends and distributions after ship sales in 2022. It has been an adventurous journey, in 2022, 2023 and partly 2024 the return was over 30% it was almost too good to be true. I realized that this could not continue indefinitely. So I went from being a shareholder to becoming a long-term dividend rider to get hold of as much of the dividend money MPCC spat out as possible. So all dividends are entirely reinvested in new MPCC shares, and every time the share falls by over 3% I buy more shares for a FIXED amount. So my answer to you is guaranteed to be colored by the fact that I am a dividend rider. 1. We'll take the question about the share price first, there I think I can only say it will go up/down and what will be the top and bottom. I don't think anyone knows. I certainly don't know. 2. Then to the dividend policy. I have probably never before in my time as an investor encountered such shareholder-friendly management as we have at MPCC. So that we will receive dividends as long as the company makes money, I am almost certain of that. So in context, the larger the dividends, normally the higher the share price. My thought on the upcoming dividends is slightly decreasing / sideways in the short term. This is because the company only has 51 vessels now, we do however have 17 vessels on order.. Which acts as a counterweight. When they come into service. By increasing revenues. There are some dark clouds on the horizon, due to the order book which is constantly increasing even in the feeder segment. I think we have now exceeded 12% . However, there are very many old ships that are over 20, 25 and also 30 years old. I have a homemade catalog. And I like what I see, an incredible number of ships must be scrapped in the next 5 years. It's just a paradox, all these old ships that should have been scrap, continue to sail as money printers for the shipping companies. They are already paid off and it is hard to send them for scrapping. Here we are on to something very important.... Many new ships will come into service in 2026 and 2027. ,this will affect the rate level. And there is very little scrapping, I keep a catalog of that too. This year 8 ships have been scrapped, approx. 16,000 TEU. I included Safeen Prestige which sank in the Strait of Hormuz and lies at a depth of 110 meters. The rate picture is now at a top level, if we disregard the post-Covid rates, which for God's sake we hopefully never get again. It is also certain that if the Strait of Hormuz and the Suez Canal are used as usual, it will free up a lot of idle capacity, which will negatively affect rates. Another thing to consider is that with a weakened dollar, or strengthened Norwegian krone, the dividend will be reduced. I think I'll try to wrap up. MPCC does not operate in the spot market, they are a bit cautious and prefer longer contracts to "lock in" revenues, which in turn leads to dividends. And not least, if a downturn takes shape, it will take about 1 to 2 years before it is severely felt in revenues P.g.a contracts length. The most important things to follow now are. 1 The development of rates, we have full control over this by following the New Contex index with an eagle eye. 2 The development regarding the scrapping of old ships. 3 The development in the Middle East. AND JUST SO IT IS SAID. THIS IS NOT A SELL/BUY/HOLD RECOMMENDATION. It is my answer to X_22. Greetings from someone who is looking forward to tomorrow's update of the New Contex index. The rates actually answer both your questions X_22. So my advice is to keep an eye on that. And anyone who thinks I'm going to proofread the post is wrong.·11 t sittenSure, I know that. But we will eventually reach a point where it's not profitable to patch up the old boats or be possible to meet the new environmental requirements. Maybe it works with today's requirements, but the requirements will probably become stricter over time. It doesn't necessarily have to be mandated environmental requirements from authorities, but rather demands from those who rent the boats that one must take care of the environment. So it might be easier to rent out a newer boat that is more environmentally friendly than an old boat that is a bit less environmentally friendly.
- ·1 päivä sitten · MuokattuCame across an article regarding hull coatings and there's quite a lot of money to save there. They mention dry bulk, but I assume it's somewhat the same for container ships... I know that MPCC is very much into fuel efficiency and trying to find new things there. But has anyone noticed what they are doing with coating? https://splash247.com/geneva-dry-dialogues-hempel-2/
- ·1 päivä sitten · MuokattuTwo, maybe 3 container ships have according to tankertrackers been seized by Iran today. EPAMINONDAS (9153862) MSC FRANCESCA (9401116) EUPHORIA (9235828) (uncertain, but allegedly been fired upon) These are not ships owned by MPC, but I don't see rates and earnings going down anytime soon. Not to mention the backlog that will come when the situation becomes more stable. https://tankertrackers.com/report/lostandfound
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