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

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.
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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!

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>Energy- Rotation to Laggards or Something More Brewing?</li><li>The worst S&amp;P 500 sector so far in 2023 has been energy which is down almost 8% getting trounced by the technology and communication services sectors.</li><li>Inflation readings have benefited so far by energy “staying in the box” in 2023 versus the wild price spikes to $5/gallon gasoline and above which occurred last spring.</li></ul>

Energy- Rotation to Laggards or Something More Brewing?The worst S&amp;P 500 sector so far in 2023 has been energy which is down almost 8% getting trounced by the technology and communication services sectors.Inflation readings have benefited so far by energy “staying in the box” in 2023 versus the wild price spikes to $5/gallon gasoline and above which occurred last spring.

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

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

Weekly Stock Bullfinder - Week of 7/10

The worst S&P 500 sector so far in 2023 has been energy which is down almost 8% getting trounced by the technology and communication services sectors.

Weekly Stock Bull Finder

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