Core Viewpoint - Costamare Inc. is set to release its third-quarter financial results on November 4, 2025, before the market opens in New York [1] Conference Call Details - A conference call will be held on November 4, 2025, at 8:30 a.m. ET to discuss the financial results, with participants advised to dial in 10 minutes early [2] - The replay of the conference call will be available until November 11, 2025, with specific numbers provided for both US and international participants [3] Live Webcast - A live webcast of the conference call will be available on the Costamare Inc. website, with registration recommended 10 minutes prior to the start [4] Company Overview - Costamare Inc. is a leading owner and provider of containerships for charter, with a history of 51 years in the international shipping industry and a fleet of 68 containerships totaling approximately 513,000 TEU capacity [5] - The company has four newbuild containerships under construction with a total capacity of 12,400 TEU and also participates in a leasing business [5] - The company's common stock and preferred stocks trade on the New York Stock Exchange under various symbols [5]

Core Insights - Global Ship Lease, Inc. (GSL) is highlighted as a potentially undervalued stock in the shipping sector, benefiting from long-term, fixed-rate contracts that provide stable cash flows [1][11] Business Overview - GSL is headquartered in London and owns a diversified fleet of mid-sized and smaller containerships, chartering them on long-term contracts to leading liner companies, which offers multi-year revenue visibility and protection from spot-rate volatility [2] - The company is positioned to compound value through fleet expansion and vessel acquisitions during market downturns [2] Valuation Metrics - GSL's Intrinsic Value to Price (IV/P) is 1.70, indicating its intrinsic value is approximately 70% higher than its current market price, suggesting strong potential undervaluation [3][11] - The market capitalization of GSL is around $1.017 billion, with an enterprise value of approximately $1.288 billion [4] - GSL generates about $142 million in free cash flow, resulting in an 11% free cash flow yield and an Acquirer's Multiple of 3.3, reflecting strong cash generation relative to its valuation [4] Revenue & Profitability - GSL has maintained robust profitability supported by long-term charters that secure high-margin contracts, even as freight markets have cooled [5] - The company reported a revenue of $730 million and an operating income of $381 million, with an operating margin of approximately 52% [9] Balance Sheet Strength - GSL possesses a solid balance sheet with strong equity backing and sufficient liquidity relative to its vessel commitments, allowing for future fleet expansion and shareholder returns [6] - The company has total debt of approximately $684 million and net debt of about $533 million, with shareholder equity around $1.46 billion [9] Capital Returns - GSL continues to return capital to shareholders through a growing dividend while also reinvesting in its fleet, demonstrating disciplined capital allocation [10] - The dividend yield is estimated to be between 6% and 7%, with total dividends paid amounting to approximately $76 million [9] Conclusion - GSL represents a compelling deep-value opportunity in the transportation sector, characterized by strong earnings visibility, high cash generation, and shareholder-friendly capital returns [12]

Company Overview - Costamare Inc. is a leading international owner and provider of containerships for charter with 51 years of history in the shipping industry [3] - The company operates a fleet of 68 containerships with a total capacity of approximately 513,000 TEU and has four newbuild containerships under construction with a total capacity of 12,400 TEU [3] - Costamare Inc.'s common stock and preferred stocks trade on the New York Stock Exchange under various symbols [3] Recent Developments - At the virtual annual meeting of stockholders, two Class III directors, Konstantinos Konstantakopoulos and Charlotte Stratos, were elected for a term ending in 2028 [2] - Stockholders ratified the appointment of Ernst & Young (Hellas) Certified Auditors Accountants S.A. as the independent auditors for the fiscal year ending December 31, 2025 [2]

Core Viewpoint - Costamare Inc. is set to release its second quarter financial results for the period ending June 30, 2025, before the market opens on July 31, 2025 [1] Group 1: Earnings Release Information - The earnings release will occur on July 31, 2025, before market opens in New York [1] - A conference call to discuss the financial results will be held on the same day at 8:30 a.m. ET [2] - A replay of the conference call will be available until August 7, 2025 [3] Group 2: Live Webcast Details - A live webcast will be available on the Costamare Inc. website, and participants should register approximately 10 minutes prior to the start [4] Group 3: Company Overview - Costamare Inc. is a leading owner and provider of containerships for charter, with 51 years of history in the international shipping industry [5] - The company operates a fleet of 68 containerships, with a total capacity of approximately 513,000 TEU [5] - Costamare's common stock and preferred stocks trade on the New York Stock Exchange under various symbols [5]

Core Points - Costamare Inc. will release its financial results for Q1 2025 on May 8, 2025, before the market opens in New York [1] - A conference call to discuss the financial results will take place on the same day at 8:30 a.m. ET [2] - The company has a fleet of 68 containerships with a total capacity of approximately 513,000 TEU [5] Conference Call Details - Participants can join the conference call by dialing in 10 minutes prior to the scheduled time using specific numbers for the US, UK, and international calls [2] - A replay of the conference call will be available until May 15, 2025, with designated numbers for the US and international listeners [3] - There will also be a live webcast available on the Costamare Inc. website, requiring registration 10 minutes before the start [4] Company Overview - Costamare Inc. is a leading owner and provider of containerships for charter, with 51 years of history in the international shipping industry [5] - The company's common stock and preferred stocks trade on the New York Stock Exchange under various symbols [5]

Core Viewpoint - Global Ship Lease, Inc. will hold a conference call on May 19, 2025, to discuss its first quarter 2025 financial results, which will be released before market trading begins on the same day [1]. Company Overview - Global Ship Lease is an independent owner of containerships, operating a diversified fleet of mid-sized and smaller vessels. The company was incorporated in the Marshall Islands and began operations in December 2007, focusing on owning and chartering containerships under fixed-rate charters to top-tier container liner companies. It was listed on the New York Stock Exchange in August 2008 [2]. Fleet Information - As of December 31, 2024, the company had a fleet of 71 vessels with an average age weighted by TEU capacity of 17.6 years. The company has recently acquired new vessels, with three delivered in December 2024 and one in January 2025. Additionally, the company has sold older vessels, including Tasman, Akiteta, and Keta, with expected delivery dates in early 2025 [3]. Charter and Revenue Details - The average remaining term of the company's charters, weighted by TEU capacity, was 2.3 years as of December 31, 2024. The contracted revenue on this basis was $1.88 billion. Including options under charterers' control, the total contracted revenue was $2.37 billion, representing a weighted average remaining term of 2.9 years [4].

Company Overview - Global Ship Lease, Inc. is a leading independent owner of containerships with a diversified fleet of mid-sized and smaller containerships [3] - The company commenced operations in December 2007 and was listed on the New York Stock Exchange in August 2008 [3] Fleet and Operations - As of December 31, 2024, the company had a fleet of 71 vessels with an average age weighted by TEU capacity of 17.6 years [4] - The company agreed to purchase newly acquired vessels, with three delivered in December 2024 and one in January 2025 [4] - The company sold an older vessel, Tasman, with expected delivery in late March 2025, and two more vessels, Akiteta and Keta, with deliveries in February and March 2025 respectively [4] Charter Agreements and Revenue - The average remaining term of the company's charters, on a TEU-weighted basis, was 2.3 years as of December 31, 2024 [5] - Contracted revenue on a TEU-weighted basis was $1.88 billion, while total contracted revenue, including options under charterers' control, was $2.37 billion, representing a weighted average remaining term of 2.9 years [5]