Statement on AI risk
SEEKING ALPHA reports: (This is taken from a post headed “OpenAI CEO, others write letter that ...
SEEKING ALPHA’s Romil Patel writes:
– Danaos had a great Q1 and the current valuation is the cheapest in the containership lessor industry.
– There are big backlogs for the next two years, which will provide a shield against lower freight rates.
– Share repurchases finally seem to be on the horizon.
I believe that Danaos is significantly undervalued by the market likely due to fears of a global recession. I find the risk of a significant global downturn to have little impact on Danaos ...
Worker no-shows force US west coast port terminal shutdowns
Major ocean carriers set course for more-profitable routes
Hapag-Lloyd CEO bullish on prospects for a peak season
New call for White House intervention as USWC port disruption continues
'AI revolution' set to drive into Felixstowe with robot truck fleet
TSA urges US forwarders and shippers to prepare for new security rules
Transpac rates head north as carriers face Panama Canal restrictions
Strike vote at Pacific ports in Canada sparks fresh worries for BCOs
Bullish Flexport will 'hit the ground running' as it integrates Shopify logistics
CH Robinson CEO – Bozeman who?
HMM tops Xeneta 'name and fame' list of greenest shipping lines
Comment on this article