2025 Q4 -tulosraportti
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Tarjoustasot
Oslo Børs
Määrä
Osto
1 400
Myynti
Määrä
129
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 70 | - | - | ||
| 148 | - | - | ||
| 367 | - | - | ||
| 350 | - | - | ||
| 1 238 | - | - |
Ylin
22,09VWAP
Alin
20,04VaihtoMäärä
207,7 9 651 003
VWAP
Ylin
22,09Alin
20,04VaihtoMäärä
207,7 9 651 003
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Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| 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
·1 t sittenStolen from "The Dividend Journey": 📦 MPCC — Q4 2025 SUMMARY 🔹 KEY IMPRESSIONS 97 % of 2026 booked 58 % of 2027 booked 35 % of 2028 booked Backlog USD 2.0 bn Dividend Q4: USD 0.05 per share 6 new 3,700 TEU ships ordered (10-year charter) 17 newbuilds total in the program Solid balance sheet and moderate gearing 📊 KEY FIGURES Q4 2025 💰 Revenue: USD 127.0 m (Q4 2024: USD 130.0 m) 🏦 EBITDA: USD 76.0 m (Q4 2024: USD 83.3 m) 🧾 Profit (profit for the period): USD 45.9 m (Q4 2024: USD 61.7 m) 📈 Adjusted profit: USD 45.9 m (Q4 2024: USD 50.7 m) 🧮 EPS: USD 0.10 (Q4 2024: USD 0.14) 📌 Adjusted EPS: USD 0.10 (Q4 2024: USD 0.11) 💵 Dividend per share (Q4): USD 0.05 (Q4 2024: USD 0.09) ⚙️ OPERATIONAL FIGURES 🚢 Total ownership days: 4,692 (Q4 2024: 5,390) 📦 Trading days: 4,603 (Q4 2024: 4,957) ⛽ Average TCE: USD 25,551/day (Q4 2024: USD 25,190/day) 🔧 Average OPEX: USD 7,219/day (Q4 2024: USD 7,666/day) 📊 Utilization: 98.1 % (Q4 2024: 97.4 %) 🏦 Gearing (leverage ratio): 33.0 % (Q4 2024: 27.9 %) 💰 DIVIDEND Q4 dividend: USD 0.05 per share Total in 2025: USD 0.23 per share Corresponds to ~50 % payout ratio based on adjusted profit Ex-date: March 20, 2026 Payment date: March 27, 2026 This is the 16th consecutive quarterly dividend. 📦 BACKLOG & BOOKING Backlog: USD 2.0 bn 97 % 2026 covered 58 % 2027 covered 35 % 2028 covered Estimated future EBITDA from backlog: ~USD 1.2 bn Long visibility and contract coverage provide predictable cash flow. 🚢 THE FLEET 51 ships at Q4 end 32 ships debt-free 17 newbuilds in order book (delivery 2026–2029) Ordered 6 × 3700 TEU with 10-year time charter Newbuild commitments ~USD 801 m The new ships are largely de-risked via long contracts. 📈 THE MARKET (brief) The container market has seen moderate volume growth with good structural drivers: Demand from the Red Sea detour has boosted tonne-mile demand Capacity balance still tight in the segment MPCC operates in Global orderbook is rising, but sub-6000 TEU has a relatively low orderbook This supports the segment MPCC focuses on. 📊 BALANCE SHEET & LIQUIDITY Cash: ~USD 355 m Money market assets: ~USD 72 m Proforma liquidity incl. RCF: ~USD 477 m Debt: ~USD 504 m 32 ships are debt-free (value ~USD 780 m) Solid financial position with good flexibility. ⚠️ RISK FACTORS Full reopening of Suez → could reduce tonne-mile demand Weakness in charter rates from 2027+ Global economic downturn could pressure volumes Newbuild deliveries globally could create capacity pressure 🧠 CONCLUSION This is a solid and predictable quarter, not spectacular, but: ✔ Strong contract coverage ✔ Long backlog ✔ Pays dividend ✔ Moderate debt and good liquidity MPCC appears more like a cash flow machine with growth potential.
·2 t sitten · MuokattuYes folks. Then we'll have some small snacks, and some advice. First for a day ...Hope many got to savor the good times. And then you'll have to be lenient, especially now that MPCC might fall out of the heavyweight list on the Oslo Stock Exchange. I know I'm repeating myself when I write. There's no place finer to see the MPCC name shine towards you than at the top of the winner's list for heavyweights on the Oslo Stock Exchange. And there we stood again today, the fact that it showed +8,05% behind it made the experience almost magical. So a little about what the short sellers did yesterday Monday, and it was nothing. So the status is still 3,19% or 14,2 million shares in positions over 0,5%. It was not very exciting, but tomorrow's update will be exciting to say the least. Then we'll see if they did anything today. Time will show. So a little about the closing auction. There was no change in amount and percentage. 21,89 kr + 8,05%....+ 1,63 kr. The turnover was 9,639 mill shares - 8,731 mill shares.= 908.000. shares. You know that my "normal range" is from 200.000 shares up to 750.000 shares. So today's volume is a bit of a "red" flag. I have no idea who traded these 900.000 shares. But and I say but, if it was the short sellers and they want to suddenly pump these into the market from the morning. Then they will manage to "bomb" the price down by somewhere between 50 øre and 1 krone, says my rule of thumb. And I say absolutely NOT that it will happen. As most know, I have been firm in the stock since 2022. And I can tell from experience, at least 3 to 4 times I have experienced MPCC topping the winner's list for heavyweights on the Oslo Stock Exchange. Only to end up at the bottom of the list with a big minus the next trading day. Logical ?? No Possible ?? It is proven. So don't lower your guard completely yet.....The game is not over, I almost dare to guarantee that. And I know I'm nagging. But after today's fantastic upturn, it's even more important to have a PLAN tomorrow.. A lot can happen quickly and brutally, then there's only one salvation... Have a plan, and try to follow it. Now for my part, it's time for a couple of red wine glasses in the armchair. A free piece of advice. Enjoy the upturn when it's there, especially one like today's.(They are a rarity).. And there will be enough "bad" days too, don't doubt that. That's how it is to be an investor. Have a "green" evening everyone.
·5 t sittenInvesting.com values it at 24.47 nok
·5 t sittenDoes anyone believe that it will go north to 24 tomorrow?
·13 min sittenIt would be nice if it fell a bit for all of us who want to add more...
·7 t sittenVery nice day for MPC - there will be celebration here even though it is Tuesday!·6 t sittenFrydnelund- ·6 t sitten · MuokattuThen we take a full update of the New Contex index for the feeder class of container ships. And the headline will be. New Contex index turns up again. The index increased from 1487 points up to 1488 points=1poeng. This gives a rate of increase of 1 point ÷5 days=0, 2 points per day. The index has then increased from 536 points up to today's 1488 points= 952 points or 177,6%. The index has I 2026 increased from 1485 points up to 1488 points=3 points. This gives a rate of increase I 2026 of 3 points÷55days= 0,05 points per day. Then we calculate the rate of fall for the "downturn" which began at 1551 points on 11-09-25. The fall is 1551 points-1488poeng= 63 points. This gives a rate of fall for the "downturn" of 63 points÷166 days= 0,38 points per day. To put this in perspective, the rate of fall was 0,67 points per day at New Year's Eve 2025. So we experience that the rate of fall for the "downturn" is steadily decreasing. The fitting word is: BRILLIANT. 8 classes showed increase. 3 classes were unchanged. 5 classes showed decrease. See that the arrows for the New Contex crew are not entirely correct. The last two classes 5700-12 and 6500-12 are listed as unchanged on the New Contex page The correct is 5700-12 a decrease of 11 dollar/day. For 6500-12 there is a decrease of 33 dollar/day. So the correct information based on my noted figures is. 8 classes increase 1 class unchanged 7 klaser decrease. So some own thoughts after 55 days/almost 2 months of 2026 have sailed by. We are probably sailing towards a "small" downturn in rates. So it is very important for MPCC to negotiate/renegotiate new contracts while we are at "all time high" if we disregard the post Covid pandemic/rates. So today's increase of 1 point might seem almost insignificant. But that is far from the case. What matters most is that we have come 5 days closer to negotiations for contracts on all vessels. The "Black Death" in the container shipping industry has been predicted by all annalysts since the start of 2024 2024 passed 2025 is over ,and now we have started 2026 and in 2026 the index has increased by 3 points. Not much but UP. No analyst sees it or wants to see it. It is actually irrelevant , we follow the TCE rates for the feeder class here on this medium better and closer than any analyst I this country. And we will continue with that..... Have a brilliant day everyone ... And remember these rates are a "template" that is used every time MPCC negotiates contracts. So it is these that give the average TCE rate per vessel when these figures come in the Q report.
·3 t sittenHarper has been rock solid for weeks but is now moving strongly upwards.
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
UUTTA
Tänään
‧1 t 0 min
0,5067 NOK/osake
Viimeisin osinko
14,38%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
- ·1 t sittenStolen from "The Dividend Journey": 📦 MPCC — Q4 2025 SUMMARY 🔹 KEY IMPRESSIONS 97 % of 2026 booked 58 % of 2027 booked 35 % of 2028 booked Backlog USD 2.0 bn Dividend Q4: USD 0.05 per share 6 new 3,700 TEU ships ordered (10-year charter) 17 newbuilds total in the program Solid balance sheet and moderate gearing 📊 KEY FIGURES Q4 2025 💰 Revenue: USD 127.0 m (Q4 2024: USD 130.0 m) 🏦 EBITDA: USD 76.0 m (Q4 2024: USD 83.3 m) 🧾 Profit (profit for the period): USD 45.9 m (Q4 2024: USD 61.7 m) 📈 Adjusted profit: USD 45.9 m (Q4 2024: USD 50.7 m) 🧮 EPS: USD 0.10 (Q4 2024: USD 0.14) 📌 Adjusted EPS: USD 0.10 (Q4 2024: USD 0.11) 💵 Dividend per share (Q4): USD 0.05 (Q4 2024: USD 0.09) ⚙️ OPERATIONAL FIGURES 🚢 Total ownership days: 4,692 (Q4 2024: 5,390) 📦 Trading days: 4,603 (Q4 2024: 4,957) ⛽ Average TCE: USD 25,551/day (Q4 2024: USD 25,190/day) 🔧 Average OPEX: USD 7,219/day (Q4 2024: USD 7,666/day) 📊 Utilization: 98.1 % (Q4 2024: 97.4 %) 🏦 Gearing (leverage ratio): 33.0 % (Q4 2024: 27.9 %) 💰 DIVIDEND Q4 dividend: USD 0.05 per share Total in 2025: USD 0.23 per share Corresponds to ~50 % payout ratio based on adjusted profit Ex-date: March 20, 2026 Payment date: March 27, 2026 This is the 16th consecutive quarterly dividend. 📦 BACKLOG & BOOKING Backlog: USD 2.0 bn 97 % 2026 covered 58 % 2027 covered 35 % 2028 covered Estimated future EBITDA from backlog: ~USD 1.2 bn Long visibility and contract coverage provide predictable cash flow. 🚢 THE FLEET 51 ships at Q4 end 32 ships debt-free 17 newbuilds in order book (delivery 2026–2029) Ordered 6 × 3700 TEU with 10-year time charter Newbuild commitments ~USD 801 m The new ships are largely de-risked via long contracts. 📈 THE MARKET (brief) The container market has seen moderate volume growth with good structural drivers: Demand from the Red Sea detour has boosted tonne-mile demand Capacity balance still tight in the segment MPCC operates in Global orderbook is rising, but sub-6000 TEU has a relatively low orderbook This supports the segment MPCC focuses on. 📊 BALANCE SHEET & LIQUIDITY Cash: ~USD 355 m Money market assets: ~USD 72 m Proforma liquidity incl. RCF: ~USD 477 m Debt: ~USD 504 m 32 ships are debt-free (value ~USD 780 m) Solid financial position with good flexibility. ⚠️ RISK FACTORS Full reopening of Suez → could reduce tonne-mile demand Weakness in charter rates from 2027+ Global economic downturn could pressure volumes Newbuild deliveries globally could create capacity pressure 🧠 CONCLUSION This is a solid and predictable quarter, not spectacular, but: ✔ Strong contract coverage ✔ Long backlog ✔ Pays dividend ✔ Moderate debt and good liquidity MPCC appears more like a cash flow machine with growth potential.
- ·2 t sitten · MuokattuYes folks. Then we'll have some small snacks, and some advice. First for a day ...Hope many got to savor the good times. And then you'll have to be lenient, especially now that MPCC might fall out of the heavyweight list on the Oslo Stock Exchange. I know I'm repeating myself when I write. There's no place finer to see the MPCC name shine towards you than at the top of the winner's list for heavyweights on the Oslo Stock Exchange. And there we stood again today, the fact that it showed +8,05% behind it made the experience almost magical. So a little about what the short sellers did yesterday Monday, and it was nothing. So the status is still 3,19% or 14,2 million shares in positions over 0,5%. It was not very exciting, but tomorrow's update will be exciting to say the least. Then we'll see if they did anything today. Time will show. So a little about the closing auction. There was no change in amount and percentage. 21,89 kr + 8,05%....+ 1,63 kr. The turnover was 9,639 mill shares - 8,731 mill shares.= 908.000. shares. You know that my "normal range" is from 200.000 shares up to 750.000 shares. So today's volume is a bit of a "red" flag. I have no idea who traded these 900.000 shares. But and I say but, if it was the short sellers and they want to suddenly pump these into the market from the morning. Then they will manage to "bomb" the price down by somewhere between 50 øre and 1 krone, says my rule of thumb. And I say absolutely NOT that it will happen. As most know, I have been firm in the stock since 2022. And I can tell from experience, at least 3 to 4 times I have experienced MPCC topping the winner's list for heavyweights on the Oslo Stock Exchange. Only to end up at the bottom of the list with a big minus the next trading day. Logical ?? No Possible ?? It is proven. So don't lower your guard completely yet.....The game is not over, I almost dare to guarantee that. And I know I'm nagging. But after today's fantastic upturn, it's even more important to have a PLAN tomorrow.. A lot can happen quickly and brutally, then there's only one salvation... Have a plan, and try to follow it. Now for my part, it's time for a couple of red wine glasses in the armchair. A free piece of advice. Enjoy the upturn when it's there, especially one like today's.(They are a rarity).. And there will be enough "bad" days too, don't doubt that. That's how it is to be an investor. Have a "green" evening everyone.
- ·5 t sittenInvesting.com values it at 24.47 nok·5 t sittenDoes anyone believe that it will go north to 24 tomorrow?·13 min sittenIt would be nice if it fell a bit for all of us who want to add more...
- ·7 t sittenVery nice day for MPC - there will be celebration here even though it is Tuesday!·6 t sittenFrydnelund
- ·6 t sitten · MuokattuThen we take a full update of the New Contex index for the feeder class of container ships. And the headline will be. New Contex index turns up again. The index increased from 1487 points up to 1488 points=1poeng. This gives a rate of increase of 1 point ÷5 days=0, 2 points per day. The index has then increased from 536 points up to today's 1488 points= 952 points or 177,6%. The index has I 2026 increased from 1485 points up to 1488 points=3 points. This gives a rate of increase I 2026 of 3 points÷55days= 0,05 points per day. Then we calculate the rate of fall for the "downturn" which began at 1551 points on 11-09-25. The fall is 1551 points-1488poeng= 63 points. This gives a rate of fall for the "downturn" of 63 points÷166 days= 0,38 points per day. To put this in perspective, the rate of fall was 0,67 points per day at New Year's Eve 2025. So we experience that the rate of fall for the "downturn" is steadily decreasing. The fitting word is: BRILLIANT. 8 classes showed increase. 3 classes were unchanged. 5 classes showed decrease. See that the arrows for the New Contex crew are not entirely correct. The last two classes 5700-12 and 6500-12 are listed as unchanged on the New Contex page The correct is 5700-12 a decrease of 11 dollar/day. For 6500-12 there is a decrease of 33 dollar/day. So the correct information based on my noted figures is. 8 classes increase 1 class unchanged 7 klaser decrease. So some own thoughts after 55 days/almost 2 months of 2026 have sailed by. We are probably sailing towards a "small" downturn in rates. So it is very important for MPCC to negotiate/renegotiate new contracts while we are at "all time high" if we disregard the post Covid pandemic/rates. So today's increase of 1 point might seem almost insignificant. But that is far from the case. What matters most is that we have come 5 days closer to negotiations for contracts on all vessels. The "Black Death" in the container shipping industry has been predicted by all annalysts since the start of 2024 2024 passed 2025 is over ,and now we have started 2026 and in 2026 the index has increased by 3 points. Not much but UP. No analyst sees it or wants to see it. It is actually irrelevant , we follow the TCE rates for the feeder class here on this medium better and closer than any analyst I this country. And we will continue with that..... Have a brilliant day everyone ... And remember these rates are a "template" that is used every time MPCC negotiates contracts. So it is these that give the average TCE rate per vessel when these figures come in the Q report.·3 t sittenHarper has been rock solid for weeks but is now moving strongly upwards.
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
1 400
Myynti
Määrä
129
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 70 | - | - | ||
| 148 | - | - | ||
| 367 | - | - | ||
| 350 | - | - | ||
| 1 238 | - | - |
Ylin
22,09VWAP
Alin
20,04VaihtoMäärä
207,7 9 651 003
VWAP
Ylin
22,09Alin
20,04VaihtoMäärä
207,7 9 651 003
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| 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
UUTTA
Tänään
‧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 | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| 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 |
0,5067 NOK/osake
Viimeisin osinko
14,38%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenStolen from "The Dividend Journey": 📦 MPCC — Q4 2025 SUMMARY 🔹 KEY IMPRESSIONS 97 % of 2026 booked 58 % of 2027 booked 35 % of 2028 booked Backlog USD 2.0 bn Dividend Q4: USD 0.05 per share 6 new 3,700 TEU ships ordered (10-year charter) 17 newbuilds total in the program Solid balance sheet and moderate gearing 📊 KEY FIGURES Q4 2025 💰 Revenue: USD 127.0 m (Q4 2024: USD 130.0 m) 🏦 EBITDA: USD 76.0 m (Q4 2024: USD 83.3 m) 🧾 Profit (profit for the period): USD 45.9 m (Q4 2024: USD 61.7 m) 📈 Adjusted profit: USD 45.9 m (Q4 2024: USD 50.7 m) 🧮 EPS: USD 0.10 (Q4 2024: USD 0.14) 📌 Adjusted EPS: USD 0.10 (Q4 2024: USD 0.11) 💵 Dividend per share (Q4): USD 0.05 (Q4 2024: USD 0.09) ⚙️ OPERATIONAL FIGURES 🚢 Total ownership days: 4,692 (Q4 2024: 5,390) 📦 Trading days: 4,603 (Q4 2024: 4,957) ⛽ Average TCE: USD 25,551/day (Q4 2024: USD 25,190/day) 🔧 Average OPEX: USD 7,219/day (Q4 2024: USD 7,666/day) 📊 Utilization: 98.1 % (Q4 2024: 97.4 %) 🏦 Gearing (leverage ratio): 33.0 % (Q4 2024: 27.9 %) 💰 DIVIDEND Q4 dividend: USD 0.05 per share Total in 2025: USD 0.23 per share Corresponds to ~50 % payout ratio based on adjusted profit Ex-date: March 20, 2026 Payment date: March 27, 2026 This is the 16th consecutive quarterly dividend. 📦 BACKLOG & BOOKING Backlog: USD 2.0 bn 97 % 2026 covered 58 % 2027 covered 35 % 2028 covered Estimated future EBITDA from backlog: ~USD 1.2 bn Long visibility and contract coverage provide predictable cash flow. 🚢 THE FLEET 51 ships at Q4 end 32 ships debt-free 17 newbuilds in order book (delivery 2026–2029) Ordered 6 × 3700 TEU with 10-year time charter Newbuild commitments ~USD 801 m The new ships are largely de-risked via long contracts. 📈 THE MARKET (brief) The container market has seen moderate volume growth with good structural drivers: Demand from the Red Sea detour has boosted tonne-mile demand Capacity balance still tight in the segment MPCC operates in Global orderbook is rising, but sub-6000 TEU has a relatively low orderbook This supports the segment MPCC focuses on. 📊 BALANCE SHEET & LIQUIDITY Cash: ~USD 355 m Money market assets: ~USD 72 m Proforma liquidity incl. RCF: ~USD 477 m Debt: ~USD 504 m 32 ships are debt-free (value ~USD 780 m) Solid financial position with good flexibility. ⚠️ RISK FACTORS Full reopening of Suez → could reduce tonne-mile demand Weakness in charter rates from 2027+ Global economic downturn could pressure volumes Newbuild deliveries globally could create capacity pressure 🧠 CONCLUSION This is a solid and predictable quarter, not spectacular, but: ✔ Strong contract coverage ✔ Long backlog ✔ Pays dividend ✔ Moderate debt and good liquidity MPCC appears more like a cash flow machine with growth potential.
- ·2 t sitten · MuokattuYes folks. Then we'll have some small snacks, and some advice. First for a day ...Hope many got to savor the good times. And then you'll have to be lenient, especially now that MPCC might fall out of the heavyweight list on the Oslo Stock Exchange. I know I'm repeating myself when I write. There's no place finer to see the MPCC name shine towards you than at the top of the winner's list for heavyweights on the Oslo Stock Exchange. And there we stood again today, the fact that it showed +8,05% behind it made the experience almost magical. So a little about what the short sellers did yesterday Monday, and it was nothing. So the status is still 3,19% or 14,2 million shares in positions over 0,5%. It was not very exciting, but tomorrow's update will be exciting to say the least. Then we'll see if they did anything today. Time will show. So a little about the closing auction. There was no change in amount and percentage. 21,89 kr + 8,05%....+ 1,63 kr. The turnover was 9,639 mill shares - 8,731 mill shares.= 908.000. shares. You know that my "normal range" is from 200.000 shares up to 750.000 shares. So today's volume is a bit of a "red" flag. I have no idea who traded these 900.000 shares. But and I say but, if it was the short sellers and they want to suddenly pump these into the market from the morning. Then they will manage to "bomb" the price down by somewhere between 50 øre and 1 krone, says my rule of thumb. And I say absolutely NOT that it will happen. As most know, I have been firm in the stock since 2022. And I can tell from experience, at least 3 to 4 times I have experienced MPCC topping the winner's list for heavyweights on the Oslo Stock Exchange. Only to end up at the bottom of the list with a big minus the next trading day. Logical ?? No Possible ?? It is proven. So don't lower your guard completely yet.....The game is not over, I almost dare to guarantee that. And I know I'm nagging. But after today's fantastic upturn, it's even more important to have a PLAN tomorrow.. A lot can happen quickly and brutally, then there's only one salvation... Have a plan, and try to follow it. Now for my part, it's time for a couple of red wine glasses in the armchair. A free piece of advice. Enjoy the upturn when it's there, especially one like today's.(They are a rarity).. And there will be enough "bad" days too, don't doubt that. That's how it is to be an investor. Have a "green" evening everyone.
- ·5 t sittenInvesting.com values it at 24.47 nok·5 t sittenDoes anyone believe that it will go north to 24 tomorrow?·13 min sittenIt would be nice if it fell a bit for all of us who want to add more...
- ·7 t sittenVery nice day for MPC - there will be celebration here even though it is Tuesday!·6 t sittenFrydnelund
- ·6 t sitten · MuokattuThen we take a full update of the New Contex index for the feeder class of container ships. And the headline will be. New Contex index turns up again. The index increased from 1487 points up to 1488 points=1poeng. This gives a rate of increase of 1 point ÷5 days=0, 2 points per day. The index has then increased from 536 points up to today's 1488 points= 952 points or 177,6%. The index has I 2026 increased from 1485 points up to 1488 points=3 points. This gives a rate of increase I 2026 of 3 points÷55days= 0,05 points per day. Then we calculate the rate of fall for the "downturn" which began at 1551 points on 11-09-25. The fall is 1551 points-1488poeng= 63 points. This gives a rate of fall for the "downturn" of 63 points÷166 days= 0,38 points per day. To put this in perspective, the rate of fall was 0,67 points per day at New Year's Eve 2025. So we experience that the rate of fall for the "downturn" is steadily decreasing. The fitting word is: BRILLIANT. 8 classes showed increase. 3 classes were unchanged. 5 classes showed decrease. See that the arrows for the New Contex crew are not entirely correct. The last two classes 5700-12 and 6500-12 are listed as unchanged on the New Contex page The correct is 5700-12 a decrease of 11 dollar/day. For 6500-12 there is a decrease of 33 dollar/day. So the correct information based on my noted figures is. 8 classes increase 1 class unchanged 7 klaser decrease. So some own thoughts after 55 days/almost 2 months of 2026 have sailed by. We are probably sailing towards a "small" downturn in rates. So it is very important for MPCC to negotiate/renegotiate new contracts while we are at "all time high" if we disregard the post Covid pandemic/rates. So today's increase of 1 point might seem almost insignificant. But that is far from the case. What matters most is that we have come 5 days closer to negotiations for contracts on all vessels. The "Black Death" in the container shipping industry has been predicted by all annalysts since the start of 2024 2024 passed 2025 is over ,and now we have started 2026 and in 2026 the index has increased by 3 points. Not much but UP. No analyst sees it or wants to see it. It is actually irrelevant , we follow the TCE rates for the feeder class here on this medium better and closer than any analyst I this country. And we will continue with that..... Have a brilliant day everyone ... And remember these rates are a "template" that is used every time MPCC negotiates contracts. So it is these that give the average TCE rate per vessel when these figures come in the Q report.·3 t sittenHarper has been rock solid for weeks but is now moving strongly upwards.
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1 400
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129
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 70 | - | - | ||
| 148 | - | - | ||
| 367 | - | - | ||
| 350 | - | - | ||
| 1 238 | - | - |
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22,09VWAP
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20,04VaihtoMäärä
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VWAP
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22,09Alin
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207,7 9 651 003
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