2026 Q1 -tulosraportti
UUTTA
6 päivää sitten
‧46 min
0,04 USD/osake
Irtoamispäivä 19.6.
9,18%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 597 | - | - | ||
| 555 | - | - | ||
| 254 | - | - | ||
| 4 000 | - | - | ||
| 3 517 | - | - |
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 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·5 t sitten · MuokattuYes folks . Then we will go onto the supplementary list for the "scrap list".... First I must start by saying that the crew was fine when MSC was hit 2 times by Iranian missiles yesterday. Then I add it to the list of ships that have been hit by missiles and where we do not know the extent of the damage . And whether the ships will be repaired or sent for scrapping. As of today, we have 13 ships on the list of registered "scrappings" approx. 43500 TEU. And with yesterday's rocket attack on MSC SARISKA, we have 6 boats on the list of those hit by missiles. Yes, I knew that MSC has very many old ships, and is going to renew its fleet. They probably have an order for approx.120 ships to be built. What surprised me, however, with MSC SARISKA at 4814 TEU was its age. The ship was built in 1990 !!!!!!thus 36 years old.. If this ship is repaired and put back into operation, then I will be slightly shocked. Furthermore, the 6 ships that have been hit by rockets have a total sum of 23.259 TEU. So the future will show who gets scrapped and who gets repaired. ?? Have a wonderful evening everyone. And then only one thing remains. One of the most fun things I do, and that is to list all the new rates from today's update of the New Contex index into my notebook... Just for your information, it's still 11 months until I turn 67 years old./pensioner. But I think as the younger generation says, dad/uncle you turn 67 but have a mind/outlook on life like a 25-year-old and you are always very positive and almost always look brightly at life. I think the description fits well then, I think. With a slightly sly smile inside me. Have a great evening everyone.- ·6 t sitten · MuokattuWell folks. I suppose I started these short updates by saying we'll see what "the shorting gang" did yesterday. But now there's no gang, there's only one player with over 0.5% in short positions. And it's possible that we have 1 or 2 entities in positions UNDER 0.5%. Be aware that this is very little...historically over the last 4 years. The fact that the share price is almost 25 kr makes the numbers even more incredible. But now to the list. Total volume in short positions over 0.5% increased from 0.61% up to 0.72%. Or from 2.70 million up to 3.18 million shares. This is an increase of approx. 480,000 shares. And it was Fearnley who increased their position. So the list looks like this... Fearnley 0.72% 3.18 million shares. But now to the interesting part..... On April 30th, FEARNLEY upgraded the MPCC share from hold to buy. And adjusted the price target for MPCC from 17 kr up to 27 kr =10 kr ....One of the biggest changes to the price target from an analysis firm in the 4 years I have been a shareholder in MPCC... And let me state right away. I have absolutely no faith in watertight bulkheads in analysis firms whatsoever. The people who sit at the same lunch table every day and have their Friday beer at the same venue every Friday. Will never fit my definition of watertight bulkheads. Those watertight bulkheads can be put where the sun don't shine. But that is my view on the matter. So to the "interesting" part On May 5th, Fearnley entered the short list in positions over 0.5% with 0.61% or 2.70 million shares shorted. What we know 100% for sure is that they MUST have increased their short position from AT LEAST 0.49% up to 0.61% = 0.12% Or by approx. 525,000 shares. And the "strangeness" doesn't stop there ... Yesterday, those who upgraded MPCC from hold to buy and the share price estimate up to 27 kr increased it even more .... They increased their short position from 0.61% up to 0.72%=0.11% Or by almost half a million shares..... I must say there's no doubt those watertight bulkheads are working at FEARNLEY. Or is it that the right hand doesn't know what the left hand is doing??? I have my doubts, 2+2 will always be 4 in my world. I am NOT saying this WILL happen.. This is just a thought about what could happen, what do you think happens if FEARNLEY continues to increase the short position further and at the next update from the analysis firm, BUY changes back to HOLD and the share price estimate changes from 27 kr down to e.g. 20 kr. Not saying it will happen, but that FEARNLEY will not increase their estimate up to e.g. 30 kr. I almost dare say that is guaranteed not to happen. In that case, I might reconsider my thoughts on the watertight bulkheads at FEARNLEY... Have a great evening everyone.
- ·6 t sitten · MuokattuWell folks. What this evening will be used for is summarized with MPCC. I think 3 posts are coming, and I'm looking forward to it. I think I'll start by saying thank you for all the "likes" on my last post. And a thousand thanks for all the great posts about my writing about MPCC. It makes me happy, and makes it easier to continue writing. It gives me personally a lot, to know that I help others and that many benefit from my writing. As I have said before, I begrudge no one the great feeling it gives to have made a great investment. Especially new / young / inexperienced investors who are trying it out. But now we're going ahead with a full update of the New Contex index for the feeder class of container ships. And the headline will be. The New Contex index turns up again. The index increased from 1536 points up to 1537 points = 1 point. This gives a rate of increase of 1 point ÷ 5 days = 0,2 points per day. The index has then risen from 536 points on 3-1-2024 up to today's 1537 points = 186,8%. The year 2026's increase is from 1485 points up to today's 1537 points = 52 points. This gives a rate of increase in 2026 of 52 points ÷ 153 days = 0,34 points per day. Then we take the rate of fall for the "downturn" that began on 11-09-25 at 1551 points. The fall is 1551 points - 1537 points = 14 points. The rate of fall for the downturn then becomes 14 points ÷ 258 days = 0,05 points per day. Next to nothing are my thoughts. To put this in perspective, the rate of fall for the downturn was 0,67 points per day on New Year's Eve 2025. So the rate of fall for the "downturn" is almost 0. 14 classes showed an increase 2 classes showed a decrease The previous update's status was like this. 6 increase 9 decrease 1 unchanged. Anyone see the positive change? (irony). So some own thoughts/ideas. Regarding the rate picture. First of all, freight rates are literally "exploding" upwards these days. These are not the rates for chartering a ship from e.g. MPCC. These are the rates for sending a container from A to B. But it is clearly a great advantage that LINER companies are making great money. It gives them the opportunity to pay well when they charter ships in the feeder class like MPCC.... If it rains on the priest, it drips on the sexton (MPCC). So a bit about the logistics problem with the crisis in the Middle East. Logistics is very complex, and no simple Quick fix matter. I assume everyone understands that even if all problems with the Strait of Hormuz were solved at midnight last night. And all ships can start passing tomorrow without being attacked. It is such that many of the people who are well into the problem state this (found in my research and stated by at least between 5 to 10 people). To sort out the problem logistically, we are not talking about weeks. We are talking about several months to solve the "problem". With rerouting of ships to get containers that are currently placed in wrong places (ports). It is, however, a bit amusing to think that to solve the "problem", a large part of the solution is to use container ships in the feeder class. Nice to think about??? Now I think I'll round off this post, to have a quick smoke and a cup of coffee. Then it's the shorter list that will get an update because something happened yesterday.. And it was quite interesting... Have a wonderful evening everyone.
- ·11 t sittenYes folks. Am at work so we'll do a short version for now. The New Contex index for the feeder class of container ships has been updated. And the headline will be. The New Contex index turns UP again. The index increased from 1536 points up to 1537 points = 1 point. Not much, but up is up, and we have sailed 5 more days of 2026. Wonderful is my thought. Have a great day everyone. Full update will come this afternoon/evening.
- ·1 päivä sitten · MuokattuWell folks. I think I must first start with my story in MPCC. I bought my first shares at the start of 2022 when there was talk that MPCC would start with dividends and payments for boat sales. It sounded tempting and I started. Since then I have never sold ONE share in MPCC. All dividends have been reinvested in their entirety. I also found out that I wanted to increase my shareholding as quickly as possible. With the mantra, I want to get my hands on as many of these dividends as possible. They were initially, money on the street with dividends of 1,85 kr per share. A percentage dividend rate that could not continue. It was impossible. But I started buying more shares for a fixed amount every time the share fell by 3% intraday. This was, to say the least, not much fun during the big "short attack" I 2024. Then it was probably 3% down every other day at its worst. But this buying round probably became the most successful in retrospect. The price was probably pushed all the way down to 11,65 kr. And I often bought more shares. It was also great to reinvest the entire dividend when the share price was approx. 12,20 kr. That dividend resulted in many new shares. But then to the essence of the post, last time we were at 26 kr I was part of the downturn back to 15 kr. And the thoughts often came back, why didn't I sell and take the profit at 25-26 kr??? I decided that next time we were at 25 kr, something should be sold. The other day we were barely at 25 kr. But there have been quite a few shares so for me it was impossible to sell.... The weekend has been spent on what should I do? I am 66 years old and probably the last before retirement. So I made a decision, and today sold 75% of my portfolio. And kept 25% of the shares. I probably have a GAV of a little over 9 kr, if I deduct dividends and payments for the boat sales. So it has been an adventurous journey. And just so it's said, I still believe that the management of MPCC will safely guide this ship to port. And that the future looks bright for MPCC. I just want to have security in my retirement and give some money to my 2 sons... But one thing will unfortunately be a little less, my "digging work" in the various shipping publications that come out will probably be reduced. But they have probably been 400-500 hours a year for a while. So now probably some of these hours will be used for something "completely" different. -).
·6 t sittenIf it hadn't been for your digging, I probably wouldn't have had any mpcc, and now I have a significant portion. So many thanks.
0
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
2026 Q1 -tulosraportti
UUTTA
6 päivää sitten
‧46 min
0,04 USD/osake
Irtoamispäivä 19.6.
9,18%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sitten · MuokattuYes folks . Then we will go onto the supplementary list for the "scrap list".... First I must start by saying that the crew was fine when MSC was hit 2 times by Iranian missiles yesterday. Then I add it to the list of ships that have been hit by missiles and where we do not know the extent of the damage . And whether the ships will be repaired or sent for scrapping. As of today, we have 13 ships on the list of registered "scrappings" approx. 43500 TEU. And with yesterday's rocket attack on MSC SARISKA, we have 6 boats on the list of those hit by missiles. Yes, I knew that MSC has very many old ships, and is going to renew its fleet. They probably have an order for approx.120 ships to be built. What surprised me, however, with MSC SARISKA at 4814 TEU was its age. The ship was built in 1990 !!!!!!thus 36 years old.. If this ship is repaired and put back into operation, then I will be slightly shocked. Furthermore, the 6 ships that have been hit by rockets have a total sum of 23.259 TEU. So the future will show who gets scrapped and who gets repaired. ?? Have a wonderful evening everyone. And then only one thing remains. One of the most fun things I do, and that is to list all the new rates from today's update of the New Contex index into my notebook... Just for your information, it's still 11 months until I turn 67 years old./pensioner. But I think as the younger generation says, dad/uncle you turn 67 but have a mind/outlook on life like a 25-year-old and you are always very positive and almost always look brightly at life. I think the description fits well then, I think. With a slightly sly smile inside me. Have a great evening everyone.
- ·6 t sitten · MuokattuWell folks. I suppose I started these short updates by saying we'll see what "the shorting gang" did yesterday. But now there's no gang, there's only one player with over 0.5% in short positions. And it's possible that we have 1 or 2 entities in positions UNDER 0.5%. Be aware that this is very little...historically over the last 4 years. The fact that the share price is almost 25 kr makes the numbers even more incredible. But now to the list. Total volume in short positions over 0.5% increased from 0.61% up to 0.72%. Or from 2.70 million up to 3.18 million shares. This is an increase of approx. 480,000 shares. And it was Fearnley who increased their position. So the list looks like this... Fearnley 0.72% 3.18 million shares. But now to the interesting part..... On April 30th, FEARNLEY upgraded the MPCC share from hold to buy. And adjusted the price target for MPCC from 17 kr up to 27 kr =10 kr ....One of the biggest changes to the price target from an analysis firm in the 4 years I have been a shareholder in MPCC... And let me state right away. I have absolutely no faith in watertight bulkheads in analysis firms whatsoever. The people who sit at the same lunch table every day and have their Friday beer at the same venue every Friday. Will never fit my definition of watertight bulkheads. Those watertight bulkheads can be put where the sun don't shine. But that is my view on the matter. So to the "interesting" part On May 5th, Fearnley entered the short list in positions over 0.5% with 0.61% or 2.70 million shares shorted. What we know 100% for sure is that they MUST have increased their short position from AT LEAST 0.49% up to 0.61% = 0.12% Or by approx. 525,000 shares. And the "strangeness" doesn't stop there ... Yesterday, those who upgraded MPCC from hold to buy and the share price estimate up to 27 kr increased it even more .... They increased their short position from 0.61% up to 0.72%=0.11% Or by almost half a million shares..... I must say there's no doubt those watertight bulkheads are working at FEARNLEY. Or is it that the right hand doesn't know what the left hand is doing??? I have my doubts, 2+2 will always be 4 in my world. I am NOT saying this WILL happen.. This is just a thought about what could happen, what do you think happens if FEARNLEY continues to increase the short position further and at the next update from the analysis firm, BUY changes back to HOLD and the share price estimate changes from 27 kr down to e.g. 20 kr. Not saying it will happen, but that FEARNLEY will not increase their estimate up to e.g. 30 kr. I almost dare say that is guaranteed not to happen. In that case, I might reconsider my thoughts on the watertight bulkheads at FEARNLEY... Have a great evening everyone.
- ·6 t sitten · MuokattuWell folks. What this evening will be used for is summarized with MPCC. I think 3 posts are coming, and I'm looking forward to it. I think I'll start by saying thank you for all the "likes" on my last post. And a thousand thanks for all the great posts about my writing about MPCC. It makes me happy, and makes it easier to continue writing. It gives me personally a lot, to know that I help others and that many benefit from my writing. As I have said before, I begrudge no one the great feeling it gives to have made a great investment. Especially new / young / inexperienced investors who are trying it out. But now we're going ahead with a full update of the New Contex index for the feeder class of container ships. And the headline will be. The New Contex index turns up again. The index increased from 1536 points up to 1537 points = 1 point. This gives a rate of increase of 1 point ÷ 5 days = 0,2 points per day. The index has then risen from 536 points on 3-1-2024 up to today's 1537 points = 186,8%. The year 2026's increase is from 1485 points up to today's 1537 points = 52 points. This gives a rate of increase in 2026 of 52 points ÷ 153 days = 0,34 points per day. Then we take the rate of fall for the "downturn" that began on 11-09-25 at 1551 points. The fall is 1551 points - 1537 points = 14 points. The rate of fall for the downturn then becomes 14 points ÷ 258 days = 0,05 points per day. Next to nothing are my thoughts. To put this in perspective, the rate of fall for the downturn was 0,67 points per day on New Year's Eve 2025. So the rate of fall for the "downturn" is almost 0. 14 classes showed an increase 2 classes showed a decrease The previous update's status was like this. 6 increase 9 decrease 1 unchanged. Anyone see the positive change? (irony). So some own thoughts/ideas. Regarding the rate picture. First of all, freight rates are literally "exploding" upwards these days. These are not the rates for chartering a ship from e.g. MPCC. These are the rates for sending a container from A to B. But it is clearly a great advantage that LINER companies are making great money. It gives them the opportunity to pay well when they charter ships in the feeder class like MPCC.... If it rains on the priest, it drips on the sexton (MPCC). So a bit about the logistics problem with the crisis in the Middle East. Logistics is very complex, and no simple Quick fix matter. I assume everyone understands that even if all problems with the Strait of Hormuz were solved at midnight last night. And all ships can start passing tomorrow without being attacked. It is such that many of the people who are well into the problem state this (found in my research and stated by at least between 5 to 10 people). To sort out the problem logistically, we are not talking about weeks. We are talking about several months to solve the "problem". With rerouting of ships to get containers that are currently placed in wrong places (ports). It is, however, a bit amusing to think that to solve the "problem", a large part of the solution is to use container ships in the feeder class. Nice to think about??? Now I think I'll round off this post, to have a quick smoke and a cup of coffee. Then it's the shorter list that will get an update because something happened yesterday.. And it was quite interesting... Have a wonderful evening everyone.
- ·11 t sittenYes folks. Am at work so we'll do a short version for now. The New Contex index for the feeder class of container ships has been updated. And the headline will be. The New Contex index turns UP again. The index increased from 1536 points up to 1537 points = 1 point. Not much, but up is up, and we have sailed 5 more days of 2026. Wonderful is my thought. Have a great day everyone. Full update will come this afternoon/evening.
- ·1 päivä sitten · MuokattuWell folks. I think I must first start with my story in MPCC. I bought my first shares at the start of 2022 when there was talk that MPCC would start with dividends and payments for boat sales. It sounded tempting and I started. Since then I have never sold ONE share in MPCC. All dividends have been reinvested in their entirety. I also found out that I wanted to increase my shareholding as quickly as possible. With the mantra, I want to get my hands on as many of these dividends as possible. They were initially, money on the street with dividends of 1,85 kr per share. A percentage dividend rate that could not continue. It was impossible. But I started buying more shares for a fixed amount every time the share fell by 3% intraday. This was, to say the least, not much fun during the big "short attack" I 2024. Then it was probably 3% down every other day at its worst. But this buying round probably became the most successful in retrospect. The price was probably pushed all the way down to 11,65 kr. And I often bought more shares. It was also great to reinvest the entire dividend when the share price was approx. 12,20 kr. That dividend resulted in many new shares. But then to the essence of the post, last time we were at 26 kr I was part of the downturn back to 15 kr. And the thoughts often came back, why didn't I sell and take the profit at 25-26 kr??? I decided that next time we were at 25 kr, something should be sold. The other day we were barely at 25 kr. But there have been quite a few shares so for me it was impossible to sell.... The weekend has been spent on what should I do? I am 66 years old and probably the last before retirement. So I made a decision, and today sold 75% of my portfolio. And kept 25% of the shares. I probably have a GAV of a little over 9 kr, if I deduct dividends and payments for the boat sales. So it has been an adventurous journey. And just so it's said, I still believe that the management of MPCC will safely guide this ship to port. And that the future looks bright for MPCC. I just want to have security in my retirement and give some money to my 2 sons... But one thing will unfortunately be a little less, my "digging work" in the various shipping publications that come out will probably be reduced. But they have probably been 400-500 hours a year for a while. So now probably some of these hours will be used for something "completely" different. -).·6 t sittenIf it hadn't been for your digging, I probably wouldn't have had any mpcc, and now I have a significant portion. So many thanks.
0
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 597 | - | - | ||
| 555 | - | - | ||
| 254 | - | - | ||
| 4 000 | - | - | ||
| 3 517 | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
2026 Q1 -tulosraportti
UUTTA
6 päivää sitten
‧46 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 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 27.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
0,04 USD/osake
Irtoamispäivä 19.6.
9,18%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sitten · MuokattuYes folks . Then we will go onto the supplementary list for the "scrap list".... First I must start by saying that the crew was fine when MSC was hit 2 times by Iranian missiles yesterday. Then I add it to the list of ships that have been hit by missiles and where we do not know the extent of the damage . And whether the ships will be repaired or sent for scrapping. As of today, we have 13 ships on the list of registered "scrappings" approx. 43500 TEU. And with yesterday's rocket attack on MSC SARISKA, we have 6 boats on the list of those hit by missiles. Yes, I knew that MSC has very many old ships, and is going to renew its fleet. They probably have an order for approx.120 ships to be built. What surprised me, however, with MSC SARISKA at 4814 TEU was its age. The ship was built in 1990 !!!!!!thus 36 years old.. If this ship is repaired and put back into operation, then I will be slightly shocked. Furthermore, the 6 ships that have been hit by rockets have a total sum of 23.259 TEU. So the future will show who gets scrapped and who gets repaired. ?? Have a wonderful evening everyone. And then only one thing remains. One of the most fun things I do, and that is to list all the new rates from today's update of the New Contex index into my notebook... Just for your information, it's still 11 months until I turn 67 years old./pensioner. But I think as the younger generation says, dad/uncle you turn 67 but have a mind/outlook on life like a 25-year-old and you are always very positive and almost always look brightly at life. I think the description fits well then, I think. With a slightly sly smile inside me. Have a great evening everyone.
- ·6 t sitten · MuokattuWell folks. I suppose I started these short updates by saying we'll see what "the shorting gang" did yesterday. But now there's no gang, there's only one player with over 0.5% in short positions. And it's possible that we have 1 or 2 entities in positions UNDER 0.5%. Be aware that this is very little...historically over the last 4 years. The fact that the share price is almost 25 kr makes the numbers even more incredible. But now to the list. Total volume in short positions over 0.5% increased from 0.61% up to 0.72%. Or from 2.70 million up to 3.18 million shares. This is an increase of approx. 480,000 shares. And it was Fearnley who increased their position. So the list looks like this... Fearnley 0.72% 3.18 million shares. But now to the interesting part..... On April 30th, FEARNLEY upgraded the MPCC share from hold to buy. And adjusted the price target for MPCC from 17 kr up to 27 kr =10 kr ....One of the biggest changes to the price target from an analysis firm in the 4 years I have been a shareholder in MPCC... And let me state right away. I have absolutely no faith in watertight bulkheads in analysis firms whatsoever. The people who sit at the same lunch table every day and have their Friday beer at the same venue every Friday. Will never fit my definition of watertight bulkheads. Those watertight bulkheads can be put where the sun don't shine. But that is my view on the matter. So to the "interesting" part On May 5th, Fearnley entered the short list in positions over 0.5% with 0.61% or 2.70 million shares shorted. What we know 100% for sure is that they MUST have increased their short position from AT LEAST 0.49% up to 0.61% = 0.12% Or by approx. 525,000 shares. And the "strangeness" doesn't stop there ... Yesterday, those who upgraded MPCC from hold to buy and the share price estimate up to 27 kr increased it even more .... They increased their short position from 0.61% up to 0.72%=0.11% Or by almost half a million shares..... I must say there's no doubt those watertight bulkheads are working at FEARNLEY. Or is it that the right hand doesn't know what the left hand is doing??? I have my doubts, 2+2 will always be 4 in my world. I am NOT saying this WILL happen.. This is just a thought about what could happen, what do you think happens if FEARNLEY continues to increase the short position further and at the next update from the analysis firm, BUY changes back to HOLD and the share price estimate changes from 27 kr down to e.g. 20 kr. Not saying it will happen, but that FEARNLEY will not increase their estimate up to e.g. 30 kr. I almost dare say that is guaranteed not to happen. In that case, I might reconsider my thoughts on the watertight bulkheads at FEARNLEY... Have a great evening everyone.
- ·6 t sitten · MuokattuWell folks. What this evening will be used for is summarized with MPCC. I think 3 posts are coming, and I'm looking forward to it. I think I'll start by saying thank you for all the "likes" on my last post. And a thousand thanks for all the great posts about my writing about MPCC. It makes me happy, and makes it easier to continue writing. It gives me personally a lot, to know that I help others and that many benefit from my writing. As I have said before, I begrudge no one the great feeling it gives to have made a great investment. Especially new / young / inexperienced investors who are trying it out. But now we're going ahead with a full update of the New Contex index for the feeder class of container ships. And the headline will be. The New Contex index turns up again. The index increased from 1536 points up to 1537 points = 1 point. This gives a rate of increase of 1 point ÷ 5 days = 0,2 points per day. The index has then risen from 536 points on 3-1-2024 up to today's 1537 points = 186,8%. The year 2026's increase is from 1485 points up to today's 1537 points = 52 points. This gives a rate of increase in 2026 of 52 points ÷ 153 days = 0,34 points per day. Then we take the rate of fall for the "downturn" that began on 11-09-25 at 1551 points. The fall is 1551 points - 1537 points = 14 points. The rate of fall for the downturn then becomes 14 points ÷ 258 days = 0,05 points per day. Next to nothing are my thoughts. To put this in perspective, the rate of fall for the downturn was 0,67 points per day on New Year's Eve 2025. So the rate of fall for the "downturn" is almost 0. 14 classes showed an increase 2 classes showed a decrease The previous update's status was like this. 6 increase 9 decrease 1 unchanged. Anyone see the positive change? (irony). So some own thoughts/ideas. Regarding the rate picture. First of all, freight rates are literally "exploding" upwards these days. These are not the rates for chartering a ship from e.g. MPCC. These are the rates for sending a container from A to B. But it is clearly a great advantage that LINER companies are making great money. It gives them the opportunity to pay well when they charter ships in the feeder class like MPCC.... If it rains on the priest, it drips on the sexton (MPCC). So a bit about the logistics problem with the crisis in the Middle East. Logistics is very complex, and no simple Quick fix matter. I assume everyone understands that even if all problems with the Strait of Hormuz were solved at midnight last night. And all ships can start passing tomorrow without being attacked. It is such that many of the people who are well into the problem state this (found in my research and stated by at least between 5 to 10 people). To sort out the problem logistically, we are not talking about weeks. We are talking about several months to solve the "problem". With rerouting of ships to get containers that are currently placed in wrong places (ports). It is, however, a bit amusing to think that to solve the "problem", a large part of the solution is to use container ships in the feeder class. Nice to think about??? Now I think I'll round off this post, to have a quick smoke and a cup of coffee. Then it's the shorter list that will get an update because something happened yesterday.. And it was quite interesting... Have a wonderful evening everyone.
- ·11 t sittenYes folks. Am at work so we'll do a short version for now. The New Contex index for the feeder class of container ships has been updated. And the headline will be. The New Contex index turns UP again. The index increased from 1536 points up to 1537 points = 1 point. Not much, but up is up, and we have sailed 5 more days of 2026. Wonderful is my thought. Have a great day everyone. Full update will come this afternoon/evening.
- ·1 päivä sitten · MuokattuWell folks. I think I must first start with my story in MPCC. I bought my first shares at the start of 2022 when there was talk that MPCC would start with dividends and payments for boat sales. It sounded tempting and I started. Since then I have never sold ONE share in MPCC. All dividends have been reinvested in their entirety. I also found out that I wanted to increase my shareholding as quickly as possible. With the mantra, I want to get my hands on as many of these dividends as possible. They were initially, money on the street with dividends of 1,85 kr per share. A percentage dividend rate that could not continue. It was impossible. But I started buying more shares for a fixed amount every time the share fell by 3% intraday. This was, to say the least, not much fun during the big "short attack" I 2024. Then it was probably 3% down every other day at its worst. But this buying round probably became the most successful in retrospect. The price was probably pushed all the way down to 11,65 kr. And I often bought more shares. It was also great to reinvest the entire dividend when the share price was approx. 12,20 kr. That dividend resulted in many new shares. But then to the essence of the post, last time we were at 26 kr I was part of the downturn back to 15 kr. And the thoughts often came back, why didn't I sell and take the profit at 25-26 kr??? I decided that next time we were at 25 kr, something should be sold. The other day we were barely at 25 kr. But there have been quite a few shares so for me it was impossible to sell.... The weekend has been spent on what should I do? I am 66 years old and probably the last before retirement. So I made a decision, and today sold 75% of my portfolio. And kept 25% of the shares. I probably have a GAV of a little over 9 kr, if I deduct dividends and payments for the boat sales. So it has been an adventurous journey. And just so it's said, I still believe that the management of MPCC will safely guide this ship to port. And that the future looks bright for MPCC. I just want to have security in my retirement and give some money to my 2 sons... But one thing will unfortunately be a little less, my "digging work" in the various shipping publications that come out will probably be reduced. But they have probably been 400-500 hours a year for a while. So now probably some of these hours will be used for something "completely" different. -).·6 t sittenIf it hadn't been for your digging, I probably wouldn't have had any mpcc, and now I have a significant portion. So many thanks.
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