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Core Viewpoint - Costamare Bulkers Holdings Limited will release its third-quarter financial results on November 14, 2025, before the market opens in New York [1]. Group 1: Earnings Release Information - The earnings release is scheduled for November 14, 2025, before market opens [1]. - A conference call will be held on the same day at 8:30 a.m. ET to discuss the financial results [2]. - Participants are encouraged to dial in 10 minutes prior to the call using specific numbers for the US, UK, and international callers [2]. Group 2: Conference Call and Webcast Details - A replay of the conference call will be available until November 21, 2025, with specific numbers provided for US and international listeners [3]. - There will be a live webcast available on the Costamare Bulkers website, and participants should register 10 minutes before the start [4]. Group 3: Company Overview - Costamare Bulkers Holdings Limited is an international owner and operator of dry bulk vessels, with a fleet of 37 vessels totaling approximately 3,103,000 dwt [5]. - The company also operates a dry bulk platform that charters vessels and engages in contracts of affreightment and forward freight agreements [5]. - Costamare Bulkers' common stock is traded on the New York Stock Exchange under the symbol "CMDB" [5].

Leadership and Military Experience - Leadership skills developed in the military can be effectively transferred to the corporate world, particularly in competitive environments [1] - Fred Smith, founder and former CEO of FedEx, attributes his success to lessons learned in the Marine Corps, emphasizing the importance of wartime logistics and small-unit leadership [1][2] Profiles of CEOs with Military Backgrounds - Darren Rebelez, CEO of Casey's General Stores, served as an infantry officer in the Army and has held leadership roles in various companies, including Exxon Mobil and 7-Eleven [3][4] - Anthony Guzzi, CEO of Emcor, also a West Point graduate, served as a Light Infantry Captain and has been with Emcor since 2004, becoming CEO in 2011 [5] - Bob Frenzel, CEO of Xcel Energy, served in the Navy as a nuclear engineering officer and has a background in consulting and investment banking before joining Xcel [6][7] - Jeffrey Martin, CEO of Sempra Energy, served as an air-cavalry pilot and emphasizes the importance of creating new leaders within organizations [8][9][10] - Avigal Soreq, CEO of Delek US Holdings, served in the Israeli Air Force and has a diverse career in various companies before returning to Delek [11] - Shane O'Kelly, CEO of Advance Auto Parts, served as an infantry officer and has held leadership positions in multiple companies before becoming CEO in 2023 [12]

Industry Development - Shipping tycoon Sun Xiushun solved the infrastructure problem hindering the world's largest untapped iron ore mine [1]

Core Viewpoint - Genco Shipping & Trading Limited has amended its shareholder rights plan to adjust the definition of "Acquiring Person" and the beneficial ownership threshold, aiming to protect the interests of all shareholders amid competitive stock accumulation [1][2][3]. Summary by Sections Amendment Details - The Amendment changes the beneficial ownership threshold for triggering the Rights Plan to 10%, or 15% for any 13G Investor, and excludes a Grandfathered Shareholder who owns nearly 15% of the Common Stock [2]. Board's Rationale - The Board believes the Amendment is in the best interests of the Company and its shareholders, particularly due to the rapid accumulation of stock by a competitor, which could lead to a transfer of control [3]. Rights Agreement Purpose - The Rights Agreement aims to ensure that all shareholders can realize the long-term value of their investments and to prevent any entity from gaining control without offering a control premium to all shareholders [4]. Future Considerations - The Rights Plan, as amended, will remain effective, and any future extensions or renewals will require a shareholder vote [5]. Company Overview - Genco Shipping & Trading Limited is a U.S.-based drybulk shipowner focused on global commodity transportation, operating a fleet of 43 vessels with an average age of 12.8 years and a total capacity of approximately 4,629,000 deadweight tons (dwt) [7].

Core Viewpoint - EuroDry Ltd. is set to release its financial results for the third quarter ended September 30, 2025, on November 13, 2025, before the market opens in New York [1] Group 1: Financial Results Announcement - The financial results will be discussed in a conference call and webcast scheduled for November 13, 2025, at 11:30 a.m. Eastern Time [2] - Participants can join the call by dialing in 10 minutes before the scheduled time using provided numbers [3] Group 2: Conference Call Details - A "call me" option is available for participants to join the conference call more quickly [4] - An audio webcast of the conference call will be available live and archived on the company's website [5] - A slide presentation for the financial results will be accessible in PDF format 10 minutes prior to the conference call [6] Group 3: Company Overview - EuroDry Ltd. was established on January 8, 2018, to consolidate the drybulk fleet of Euroseas Ltd. into a separate public company [7] - The company operates in the dry cargo, drybulk shipping market, managed by Eurobulk Ltd. and Eurobulk (Far East) Ltd. Inc. [8] - EuroDry's fleet currently consists of 11 vessels with a total cargo capacity of 766,420 dwt, which will increase to 13 vessels with a capacity of about 893,420 dwt upon full delivery [9]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: International Seaways (INSW) - International Seaways currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Performance Metrics - INSW shares have increased by 4.06% over the past week, while the Zacks Transportation - Shipping industry has seen a slight decline of 0.05% [5] - Over the last quarter, INSW shares have risen by 28.03%, and they are up 23.75% over the past year, significantly outperforming the S&P 500, which has moved 6.44% and 13.97% respectively [6] - The average 20-day trading volume for INSW is 502,956 shares, indicating a bullish sign with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for INSW have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $3.71 to $4.47 [9] - For the next fiscal year, two estimates have also moved upwards, reflecting positive sentiment regarding the company's earnings potential [9] Conclusion - Given the strong performance metrics and positive earnings outlook, INSW is identified as a 2 (Buy) stock with a Momentum Score of A, making it a promising candidate for near-term investment [11]

Financial Data and Key Metrics Changes - The company reported a cash position of $562 million, with $72 million restricted, ensuring coverage for covenants and capital needs [11] - Earnings and cash flow increased compared to the first nine months of 2024, with a significant increase in contracted revenues of $778 million added through the first nine months of 2025 [6][11] - The annualized dividend was increased to $2.50 per share, representing a 19% increase from the previous dividend and a total increase of 67% from $1.50 over the past 18 months [6][25] Business Line Data and Key Metrics Changes - The company added 38 charters through the first nine months of 2025, with $380 million added in the third quarter alone [8] - The charter portfolio now has over $1.9 billion in forward contracted revenues, with 2.5 years of remaining contract coverage [8][23] Market Data and Key Metrics Changes - The company noted that charter rates remain steady at historically high levels despite volatility in freight markets [28] - The ongoing disruption in the Red Sea has absorbed about 10% of effective capacity, driving up charter rates [15] Company Strategy and Development Direction - The company focuses on maintaining optionality in a volatile geopolitical and trade environment, emphasizing the need for flexible mid-size and smaller container ships [4][7] - The strategy includes locking in long-term charters while ensuring financial flexibility to respond to market changes [7][9] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of flexibility in the current environment, where supply chains are becoming less efficient and more fragmented [4][24] - The deferral of the IMO net-zero framework is expected to extend the economic life of older conventionally fueled vessels, benefiting the company's fleet [19] Other Important Information - The company has reduced its outstanding debt from $950 million at the end of 2022 to a projected under $700 million by the end of 2025 [12] - The blended cost of debt has been lowered to 4.34%, down from over 6% in 2020 [13] Q&A Session Summary Question: Are freight rates and charter rates showing a healthy gap? - Management confirmed that charter rates are steady at high levels despite freight market volatility [28] Question: How is the company balancing rates versus duration for renewals or forward charters? - The company is focused on risk-averse mid-term and longer charters, preferring to secure attractive economic rates for extended durations [29] Question: What contributed to the significant backlog added in the third quarter? - Management indicated that the backlog addition reflects broader market dynamics rather than being unique to the company, with a resurgence in chartering activity following a disrupted second quarter [34] Question: Can older vessels continue to trade as they age? - Management stated that container ships can trade beyond 28 or 29 years if the market conditions remain favorable, citing the strong safety record of container ships [38][40] Question: What is the outlook for transits through the Red Sea? - Management noted that discussions regarding Red Sea transits are not currently underway, emphasizing the complexity of decisions involving insurers and charterers [42]

Financial Performance & Contract Coverage - Revenue for 9M 2025 increased to $575.5 million from $528.6 million in 9M 2024[15, 28] - Net income for 9M 2025 increased to $306.7 million from $253.9 million in 9M 2024[15, 28] - Adjusted EBITDA for 9M 2025 increased to $396.7 million from $371.1 million in 9M 2024[15, 28] - $778 million in contracted revenues were added in 9M 2025[15, 20] - Contract cover stands at 100% for 2025, 96% for 2026, and 74% for 2027[15] - Contracted revenues as of September 30, 2025, totaled $1.92 billion[20] Capital Allocation & Balance Sheet - The annualized dividend is set to increase to $2.50 per share[15, 22] - $33.0 million remains authorized for opportunistic share buy-backs[22, 23, 28] - The weighted average cost of debt is 4.34%, with a weighted average maturity of 4.7 years[28, 71] - SOFR is capped at 0.64% for approximately 76% of floating rate debt[28, 29, 38, 71] - Average break-even rates have been reduced to $9,578 per vessel per day[71] Market Dynamics & Strategy - Approximately 74% of global containerized trade volume occurs in non-Mainlane trades, which are predominantly served by mid-sized & smaller ships[44] - Red Sea disruption has absorbed approximately 10% of effective global capacity[46]

Core Insights - Global Ship Lease (GSL) reported quarterly earnings of $2.62 per share, exceeding the Zacks Consensus Estimate of $2.27 per share, and up from $2.45 per share a year ago, representing an earnings surprise of +15.42% [1] - The company achieved revenues of $192.67 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.61% and increasing from $174.06 million year-over-year [2] - GSL shares have appreciated approximately 45.1% year-to-date, significantly outperforming the S&P 500's gain of 14.4% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.38, with projected revenues of $191.38 million, and for the current fiscal year, the EPS estimate is $9.97 on revenues of $758.4 million [7] - The estimate revisions trend for GSL was favorable prior to the earnings release, contributing to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Transportation - Shipping industry, to which GSL belongs, is currently ranked in the top 22% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8]