Occidental Petroleum Corporation (NYSE: OXY ) is preparing to release its earnings next week ( August 6th ), and as such the company is getting more than its usual share of attention here on Seeking Alpha. I don’t usuallyMax Greve is a graduate of Northwestern University with a quadruple major in History, Economics, Political Science, and International Studies. Max is a full-time writer and in addition to stock market trends also writes articles on government, current events, macroeconomic trends, and last ...

ATHENS, Greece, July 25, 2025 /PRNewswire/ -- Danaos Corporation (NYSE: DAC), one of the world's largest independent owners of containerships, announced today that it will release its results for the second quarter ended June 30, 2025, after the close of the market in New York on Monday, August 4, 2025.The Company's management team will host a conference call to discuss the results on Tuesday, August 5, 2025 at 9:00 A.M. ET. Conference Call Details:Participants should dial into the call 10 minutes before th ...

Company Overview - Danaos Corporation (NYSE: DAC) is a tonnage provider and non-operating owner of container ships and dry-bulk ships [1] - The company operates a fleet of 84 ships, which includes 471,500 TEUs of containerized capacity and 1,760,861 DWT (dry weight tons) of dry-bulk capacity [1] Leadership and Background - Benjamin Halliburton, the founder of Danaos, has a long history in investment management, having started his career at Merrill Lynch in 1986 [1] - Halliburton has been recognized for his investment acumen, being named "PSN Manager of the Decade" for All-Cap in the 2000s and for Dividend Value in the 2010s [1] - He earned an MBA with a focus on finance from Duke's Fuqua School of Business and holds the Chartered Financial Analyst designation [1] Investment Strategy - Halliburton's "Disciplined Growth Strategy" has historically outperformed the S&P 500 during the 1990s bull market [1] - He was noted as the youngest partner at his previous firm and received accolades from senior managing partners for his investment skills [1]

Group 1 - The author has written extensively about Danaos Corporation (NYSE: DAC), producing 11 articles between September 2021 and April of the previous year, with the first 10 being bullish due to attractive investment opportunities [1] - The author has a background in Banking and Finance, with over five years of experience as an equities analyst, focusing on growth and income stocks with high expected returns and solid margins of safety [1] - The investment service mentioned aims to provide a comprehensive platform for investment ideas across various asset classes, including a macro portfolio for less active investors and a single equity-focused portfolio for more active investors [1]

Business Highlights - Danaos has a charter backlog of $3.7 billion through 2033 with world leading liner companies[7] - The company has secured multi-year chartering agreements for all fifteen newbuilding vessels[7] - Strong operating days contract coverage of 99% for 2025 and 85% for 2026 limits downside risk and provides solid contracted income base[7] - Danaos met the IMO 2030 carbon intensity targets 11 years ahead of requirements in 2019 and continues to meet the target with a 51.4% reduction in CO2 emissions per ton miles for year 2024[7] - Net Debt / Adjusted EBITDA ratio of 0.42x as of March 31, 2025[7] - During April and May 2025, the company purchased 2,060,399 shares of common stock of '' SBLK'' in the open market for $27.8 million and currently owns 6,130,613 shares of common stock of "SBLK"[7] Financial Performance (Q1 2025) - Operating Revenues were $253.3 million for the three months ended March 31, 2025[9] - Adjusted EBITDA was $171.7 million for the three months ended March 31, 2025[9] - Adjusted Net Income was $113.4 million for the three months ended March 31, 2025[9] - Time Charter Equivalent was $36,565 per day for container vessels and $10,513 per day for dry bulk vessels for the three months ended March 31, 2025[9]

Core Insights - QuickLogic Corporation will exhibit at the 2025 Chips to Systems Conference (DAC) in San Francisco, showcasing its advanced eFPGA Hard IP and chiplet solutions [1][2]. Company Overview - QuickLogic is a fabless semiconductor company specializing in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions, targeting markets such as aerospace, defense, industrial, consumer, and edge computing [4]. Event Details - The DAC 2025 event will take place from June 23–25, 2025, at Booth 2222, Moscone West, 2nd Floor [3]. - Attendees can explore how QuickLogic's solutions can enhance design goals with flexibility and efficiency [3]. Product Offerings - QuickLogic's eFPGA Hard IP enables post-manufacturing flexibility, helping designers reduce time-to-market and costs while achieving performance, power, and area (PPA) goals [2]. - The company's chiplet solutions feature validated, interoperable blocks supported by Universal PHY™, facilitating faster and more efficient heterogeneous integration [2].

I first wrote about container ship operator Danaos Corporation (NYSE: DAC ) with a Buy rating in early 2024, and it's kept pace with the S&P500 on a total return basis since then. I felt it was too undervalued even with aIndividual investor and family office principal with over 20 years of investment experience. I favor fundamental analysis and look for individual issues and asset classes that are out of favor and represent a good risk/reward trade off. I often employ options strategies, covered calls on co ...

Danaos Corp. (NYSE: DAC ) is a ship-owning company dedicated to maritime transport. The company has a total portfolio of 74 container vessels and 10 dry bulk vessels. This makes it one of the main competitors inI am an individual investor with over 10 years of trading. I have been developing as a stock analyst for the last five years. I am inclined to search for Value companies, mainly linked to the production of commodities. I mainly focus on companies that show sustained free cash flows over time, low lev ...

Business Highlights - Danaos has a charter backlog of $3.7 billion through 2033 with world leading liner companies[7] - The company has secured multi-year chartering agreements for all fifteen newbuilding vessels[7] - Strong operating days contract coverage of 99% for 2025 and 85% for 2026 limits downside risk and provides solid contracted income base[7] - Danaos met the IMO 2030 carbon intensity targets 11 years ahead of requirements in 2019 and continues to meet the target with a 51.4% reduction in CO2 emissions per ton miles for year 2024[7] - Net Debt / Adjusted EBITDA ratio of 0.42x as of March 31, 2025[7] - During April and May 2025, the company purchased 2,060,399 shares of common stock of '' SBLK'' in the open market for $27.8 million and currently owns 6,130,613 shares of common stock of "SBLK"[7] Financial Performance (Q1 2025) - Operating Revenues were $253.3 million for the three months ended March 31, 2025[9] - Adjusted EBITDA was $171.7 million for the three months ended March 31, 2025[9] - Adjusted Net Income was $113.4 million for the three months ended March 31, 2025[9] - Time Charter Equivalent was $36,565 per day for container vessels and $10,513 per day for dry bulk vessels for the three months ended March 31, 2025[9]

Danaos (DAC) Q1 2025 Earnings Call May 14, 2025 09:00 AM ET Company Participants Evangelos Chatzis - VP, CFO, Treasurer & SecretaryJohn Coustas - Chairman, President & CEOOmar Nokta - Managing Director Operator Good day, and welcome to the Danaus Corporation Conference Call to discuss the Financial Results for the Three Months Ended 03/31/2025. As a reminder, today's call is being recorded. Hosting the call today is Doctor. John Coustas, Chief Executive Officer of Danaus Corporation and Mr. Evangelos Hazzis ...