Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

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

New contex
10 t sitten · Muokattu
·
New contex
10 t sitten · Muokattu
·
Hei 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.
X_22
10 t sitten
·
X_22
10 t sitten
·
Many thanks for the excellent explanation 🙌
chairman2s
15 t sitten · Muokattu
·
chairman2s
15 t sitten · Muokattu
·
Came 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/
Kaptein_Krutt
16 t sitten · Muokattu
·
Kaptein_Krutt
16 t sitten · Muokattu
·
Two, 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
New contex
17 t sitten · Muokattu
·
New contex
17 t sitten · Muokattu
·
Yes, so it was another day of buying for the fixed amount, when the stock price falls over 3% intraday. And the snowball grows. Have a nice day everyone.
X_22
16 t sitten
·
X_22
16 t sitten
·
I made two purchases during the day. I felt I had to load up a bit more at the end of the day. As long as MPCC pays 2+ NOK ubtytte per year, I load up on such days.
iceteam
23 t sitten
·
iceteam
23 t sitten
·
It looks like the shorters have really come back to life in recent days. Despite the New Contex index rising well these days. Doesn't look good!
Kokmar
16 t sitten
Kokmar
16 t sitten
Jaahas. Kohti 15 nok jälleen kerran.
jorgen2k
14 t sitten
jorgen2k
14 t sitten
Troll

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

Kaikki 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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti

58 päivää sitten

0,4788 NOK/osake

Viimeisin osinko

10,40%Tuotto/v

Uutiset

Kaikki uutiset

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.

Kirjaudu

New contex
10 t sitten · Muokattu
·
New contex
10 t sitten · Muokattu
·
Hei 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.
X_22
10 t sitten
·
X_22
10 t sitten
·
Many thanks for the excellent explanation 🙌
chairman2s
15 t sitten · Muokattu
·
chairman2s
15 t sitten · Muokattu
·
Came 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/
Kaptein_Krutt
16 t sitten · Muokattu
·
Kaptein_Krutt
16 t sitten · Muokattu
·
Two, 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
New contex
17 t sitten · Muokattu
·
New contex
17 t sitten · Muokattu
·
Yes, so it was another day of buying for the fixed amount, when the stock price falls over 3% intraday. And the snowball grows. Have a nice day everyone.
X_22
16 t sitten
·
X_22
16 t sitten
·
I made two purchases during the day. I felt I had to load up a bit more at the end of the day. As long as MPCC pays 2+ NOK ubtytte per year, I load up on such days.
iceteam
23 t sitten
·
iceteam
23 t sitten
·
It looks like the shorters have really come back to life in recent days. Despite the New Contex index rising well these days. Doesn't look good!
Kokmar
16 t sitten
Kokmar
16 t sitten
Jaahas. Kohti 15 nok jälleen kerran.
jorgen2k
14 t sitten
jorgen2k
14 t sitten
Troll