DAC

Agreed John

Seems like the containership firms are taking a fiscally conservative approach, given overall market and current macro set up - I think its respectable and I will not make any assumptions today, I will base it on their moves as we get move closer to the large guaranteed cashflow cycle ending late

And here…. We…. Go

ER tomorrow after close

Good question Kristyian! It’s just a matter of time

Wtf is happening here

Priit has a milli

Wtf is happening here

$DAC $GRIN $ZIM $GOGL $SBLK are among my holdings.
Thoughts on whether and to what extent share prices will be affected by the new the Ocean Shipping Reform Act that requires the Federal Maritime Commission to investigate complaints about late fees charged by ocean carriers and terminals. It also bars them from unreasonably refusing cargo space for U.S. shipments— and presumably they would only do this if they calculate it would cost them more than they could earn by collecting and carrying said cargo, right?

I am no kid. I remember the recessions of the 70s and 80s all too well. And despite this, it’s entirely irrational, and stinks of hedge fund fuckery, that $DAC could deliver such tremendously successful numbers and then find their SP dip a few %points. They should be way up in a well-deserved fat green +++ 3-5% (at a minimum) this morning. *SHOULD. Do we need more regulation? Business success should always be reflected in SP value. It oughta be as rational as are the components of tuning a successful business: smart planning, creative/resourceful actions, positive balance of short and long range planning…generally accepted good business practices, facing and at least matching competition, maintaining and/or building a moat, and a bit of luck. $DAC has been and done ALL this… and yet here we are. ?