Maritime, Commodities & Energy, Capital Link

Capital Link

Maritime, Commodities & Energy

Capital Link is a strategic advisory, investor relations and financial communications firm focusing on the maritime, energy and commodities sectors, Closed-End Funds & ETFs and emerging markets (Greece).

Equity Bottom-Up

<ul><li>In this episode of Capital Link’s Trending News Podcast, Thomas Lister, CEO of Global Ship Lease (NYSE:GSL), joins Capital Link President Nicolas Bornozis, to discuss the company's first-half 2026 results, fleet renewal strategy, and container sector outlook.</li><li> Mr. Lister highlighted GSL's strong financial performance, with net income of over $180 million and a dividend yield of around 6%.</li><li>He detailed the company's 15-ship new building program, emphasizing the strategic focus on mid-size, wide-beam, ultra-high reefer container ships due to their operational flexibility and the aging global fleet in this segment.</li></ul>

In this episode of Capital Link’s Trending News Podcast, Thomas Lister, CEO of Global Ship Lease (NYSE:GSL), joins Capital Link President Nicolas Bornozis, to discuss the company's first-half 2026 results, fleet renewal strategy, and container sector outlook. Mr. Lister highlighted GSL's strong financial performance, with net income of over $180 million and a dividend yield of around 6%.He detailed the company's 15-ship new building program, emphasizing the strategic focus on mid-size, wide-beam, ultra-high reefer container ships due to their operational flexibility and the aging global fleet in this segment.

Global Ship Lease: First-Half Revenue, Strong Margins and 15 New Ships on Order

<ul><li>In this episode of Capital Link’s 2026 Corporate Presentation Series, Mr. Tom Lister, CEO of Global Ship Lease (NYSE: GSL), presented the company's current operations and growth.</li><li>Mr. Lister highlighted Global Ship Lease’s position as a leading independent container ship owner and lessor and discussed the company’s approach to capital allocation, fleet expansion, and prevailing charter market conditions.</li><li> Highlights  Forward contracted revenues total $1.92B, with 96% coverage for 2026 and 74% for 2027.</li></ul>

In this episode of Capital Link’s 2026 Corporate Presentation Series, Mr. Tom Lister, CEO of Global Ship Lease (NYSE: GSL), presented the company's current operations and growth.Mr. Lister highlighted Global Ship Lease’s position as a leading independent container ship owner and lessor and discussed the company’s approach to capital allocation, fleet expansion, and prevailing charter market conditions. Highlights  Forward contracted revenues total $1.92B, with 96% coverage for 2026 and 74% for 2027.

Global Ship Lease Locks in 2026 Forward Coverage Amid Tight Market

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&amp;P 500 (SPX) is above 6028-6059.</li>
<li>Short-Term supports on SPX include 6480-6520, 6450, 6400-6410, 6340-6360, 6200, 6100-6150, and 6028-6059; buy pullbacks</li>
<li>The list of areas re-emerging as leadership has meaningfully expanded to include ARKK, ARKW, uranium (URA), hydrogen (HYDR), quantum computing (IONQ, RGTI, QUBT, QBTS), and other themes including IPOs/A.I./nuclear/robotics/drones/autonomous driving/bitcoin</li>
</ul>


We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&amp;P 500 (SPX) is above 6028-6059.
Short-Term supports on SPX include 6480-6520, 6450, 6400-6410, 6340-6360, 6200, 6100-6150, and 6028-6059; buy pullbacks
The list of areas re-emerging as leadership has meaningfully expanded to include ARKK, ARKW, uranium (URA), hydrogen (HYDR), quantum computing (IONQ, RGTI, QUBT, QBTS), and other themes including IPOs/A.I./nuclear/robotics/drones/autonomous driving/bitcoin


High Growth Areas Re-Emerging as Leadership; Remain Overweight Growth; Bullish Outlook Intact

Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
Contrarian Cashflows is built around the principles of respect, honesty, open-mindedness and a touch of humour. Please consider these principles in any engagement interaction with me, other readers and the content on this blog. Misbehaviour is not tolerated.
If you want to reach out to me directly, the best way is via LinkedIn, Twitter or email. You can find the details at my homepage contrariancashflows.com

Thematic (Sector/Industry)

<ul><li>Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.</li><li>Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.</li><li>If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!</li></ul>

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!

<ul>
<li>The SPX gapped-up to reverse its 1-month downtrend on 5/3/24, followed by another upside gap on 5/6/24, and yet another on 5/15/24 on the breakout to all-time highs</li>
<li>All of these gaps remain unfilled which signals upside power, a very bullish sign. These gaps at 5250-5263, 5127-5142, and 5073-5101 are now areas to expect short-term support, if tested.</li>
<li>Market dynamics remain healthy and the S&amp;P 500, Nasdaq 100, and DJI are all breaking out to new all-time highs, helping validate our bullish outlook.</li>
</ul>


The SPX gapped-up to reverse its 1-month downtrend on 5/3/24, followed by another upside gap on 5/6/24, and yet another on 5/15/24 on the breakout to all-time highs
All of these gaps remain unfilled which signals upside power, a very bullish sign. These gaps at 5250-5263, 5127-5142, and 5073-5101 are now areas to expect short-term support, if tested.
Market dynamics remain healthy and the S&amp;P 500, Nasdaq 100, and DJI are all breaking out to new all-time highs, helping validate our bullish outlook.


New All-Time Highs Validates Our Bullish Outlook; Risk-On Signals Abound. Buys in Aluminum, Shippers

United States

Global Ship Lease, Inc. owns and operates as a container shipping company. The Company focuses on fleet of mid-sized and smaller containerships, as well as technical and commercial management, leasing, and chartering out under fixed-rates to top tier container liner companies. Global Ship Lease serves clients worldwide.

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Global Ship Lease (GSL US)

Global Ship Lease: First-Half Revenue, Strong Margins and 15 New Ships on Order

In this episode of Capital Link’s Trending News Podcast, Thomas Lister, CEO of Global Ship Lease (NYSE:GSL), joins Capital Link President Nicolas...

Capital Link

Global Ship Lease Locks in 2026 Forward Coverage Amid Tight Market

In this episode of Capital Link’s 2026 Corporate Presentation Series, Mr. Tom Lister, CEO of Global Ship Lease (NYSE: GSL), presented the...

Capital Link

High Growth Areas Re-Emerging as Leadership; Remain Overweight Growth; Bullish Outlook Intact

High Growth Areas Re-Emerging as Leadership; Remain Overweight Growth; Bullish Outlook Intact on $SPX $QQQ $IWM. $ARKK $URA $HYDR $IONQ $OKLO $BBAI...

Vermilion Research

Monday Delight: 24/02/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...

Contrarian Cashflows

New All-Time Highs Validates Our Bullish Outlook; Risk-On Signals Abound. Buys in Aluminum, Shippers

New All-Time Highs Validates Our Bullish Outlook $SPX $QQQ $DJI; Risk-On Signals Abound. Three SPX upside gaps in May signals bulls firmly in...

Vermilion Research

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