Behind the numbers – how GXO's strategy stacks up
Neil Shelton on M&A, returns and outsourcing
Seldom a call with “analysts” turns into a call with… just one sell-side speciality. But that was the case of Danaos (DAC) this week.
And given the several good questions coming from Omar Nokta of Jefferies, what about a new format with individual Q&A sessions split over a week or two or three with the sell-side?
Ha. I wouldn’t mind a more granular conversation in quarterly calls that so often are borderline tedious, best case.
Today comes just a bit of housekeeping on capital allocation ...