Comment / One-to-one with (seemingly) M&A-driven Danaos

ID 169534228 © Andrii Yalanskyi | Dreamstime.com

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 ...