Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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1 You Are Your Longest Relationship: Artist DaQuane Cherry on Psoriasis, Art, and Self-Care 32:12
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DaQuane Cherry was once the kid who wore a hoodie to hide skin flare-ups in school. Now he’s an artist and advocate helping others feel seen. He reflects on his psoriasis journey, the power of small joys, and why loving yourself first isn’t a cliché—it’s essential. Plus, a deep dive into the history of La Roche-Posay’s legendary spring. See omnystudio.com/listener for privacy information.…
Deep Dive Into: MPC Container Ships & The Containers Shipping Sector
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Deep Dive Into: MPC Container Ships & The Containers Shipping Sector Tuesday, May 27, 2025 Featuring: Mr. Moritz Fuhrmann, Co-CEO & CFO, MPC Container Ships ASA (NO:MPCC) Mr. August Klemp, Equity Analyst, Pareto Securities SA In this discussion, August welcomes Moritz for a conversation focusing on the company's future vision, including plans for fleet expansion, investment strategy, and the goal of maintaining a leading position in the feeder segment while fostering strategic partnerships and ensuring long-term shareholder value. They also examine the broader market context, analyzing the impact of U.S. tariffs on the container shipping sector and MPC Container Ships’ strategic positioning. Moritz highlights the company’s conservative chartering approach and its ability to adapt to evolving trade patterns and potential regulatory changes. About MPC: MPC Container Ships ASA (ticker code "MPCC") is a leading container tonnage provider focusing on small to mid-size container ships. Its main activity is to own and operate a portfolio of container ships serving intra-regional trade lanes on fixed-rate charters. The Company is registered and has its business office in Oslo, Norway. For more information, please visit www.mpc-container.com. Capital Link Shipping Webinars - For more information: http://webinars.capitallink.com
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32 episodes
Manage episode 488014072 series 1942177
Content provided by Capital Link, Inc. and Capital Link. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capital Link, Inc. and Capital Link or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Deep Dive Into: MPC Container Ships & The Containers Shipping Sector Tuesday, May 27, 2025 Featuring: Mr. Moritz Fuhrmann, Co-CEO & CFO, MPC Container Ships ASA (NO:MPCC) Mr. August Klemp, Equity Analyst, Pareto Securities SA In this discussion, August welcomes Moritz for a conversation focusing on the company's future vision, including plans for fleet expansion, investment strategy, and the goal of maintaining a leading position in the feeder segment while fostering strategic partnerships and ensuring long-term shareholder value. They also examine the broader market context, analyzing the impact of U.S. tariffs on the container shipping sector and MPC Container Ships’ strategic positioning. Moritz highlights the company’s conservative chartering approach and its ability to adapt to evolving trade patterns and potential regulatory changes. About MPC: MPC Container Ships ASA (ticker code "MPCC") is a leading container tonnage provider focusing on small to mid-size container ships. Its main activity is to own and operate a portfolio of container ships serving intra-regional trade lanes on fixed-rate charters. The Company is registered and has its business office in Oslo, Norway. For more information, please visit www.mpc-container.com. Capital Link Shipping Webinars - For more information: http://webinars.capitallink.com
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Shipping Master Series

1 Deep Dive Into: MPC Container Ships & The Containers Shipping Sector 55:32
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Deep Dive Into: MPC Container Ships & The Containers Shipping Sector Tuesday, May 27, 2025 Featuring: Mr. Moritz Fuhrmann, Co-CEO & CFO, MPC Container Ships ASA (NO:MPCC) Mr. August Klemp, Equity Analyst, Pareto Securities SA In this discussion, August welcomes Moritz for a conversation focusing on the company's future vision, including plans for fleet expansion, investment strategy, and the goal of maintaining a leading position in the feeder segment while fostering strategic partnerships and ensuring long-term shareholder value. They also examine the broader market context, analyzing the impact of U.S. tariffs on the container shipping sector and MPC Container Ships’ strategic positioning. Moritz highlights the company’s conservative chartering approach and its ability to adapt to evolving trade patterns and potential regulatory changes. About MPC: MPC Container Ships ASA (ticker code "MPCC") is a leading container tonnage provider focusing on small to mid-size container ships. Its main activity is to own and operate a portfolio of container ships serving intra-regional trade lanes on fixed-rate charters. The Company is registered and has its business office in Oslo, Norway. For more information, please visit www.mpc-container.com. Capital Link Shipping Webinars - For more information: http://webinars.capitallink.com…
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1 Deep Dive Into d'Amico International Shipping S.A. & the Product Tanker Sector Outlook 43:07
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Deep Dive Into d'Amico International Shipping S.A. & the Product Tanker Sector Outlook Tuesday, May 20, 2025 Featuring: Mr. Carlos Balestra di Mottola, CEO - d'Amico International Shipping S.A. (DIS.MI) (OTCQX: DMCOF) Mr. Massimo Bonisoli, CFA, Senior Equity Analyst - Equita The discussion featured Carlos Balestra di Mottola, CEO of d'Amico International Shipping and Massimo Bonisoli, Senior Equity Analyst from Equita, who provided an overview of the company's fleet composition, financial performance, and strategic investments. Carlos discussed market dynamics and challenges, including the impact of geopolitical factors such as sanctions and trade flows, while highlighting the company's approach to market exposure and risk management. The discussion concluded with an analysis of current market conditions, trade flow disruptors, and the implications of U.S. trade fees on shipbuilding capacity and global fleet growth. About DIS: d’Amico International Shipping S.A. is a subsidiary of d’Amico Società di Navigazione S.p.A., one of the world’s leading privately owned marine transportation companies, and operates in the product tankers sector, comprising vessels that typically carry refined petroleum products, chemical and vegetable oils. d’Amico International Shipping S.A. controls, either through ownership or charter arrangements, a modern, high-tech and double-hulled fleet, ranging from 35,000 and 51,000 deadweight tons. The Company has a history and a long tradition of family enterprise and a worldwide presence with offices in key market maritime centres (London, Dublin, Monaco, Singapore and New York). The company’s shares are listed on the Milan Stock Exchange under the ticker symbol ’DIS’. Capital Link Shipping Webinars For more information: http://webinars.capitallink.com…
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1 Container Shipping Sector Discussion with ESEA, GSL and MPCC 1:04:54
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Container Shipping Sector Discussion with ESEA, GSL and MPCC Thursday, April 24, 2025 The discussion focuses on the latest market trends and dynamics in the container shipping sector, including evolving supply and demand patterns, market fluctuations, geopolitical challenges, the anticipated impact of tariff policies, environmental and regulatory changes. The panelists share their perspectives on the key drivers shaping the outlook of the container shipping sector. MODERATOR: Mr. Ken Hoexter , Managing Director - Bank of America PANELISTS: Mr. Aristides Pittas , Chairman & CEO - Euroseas Ltd. (NASDAQ: ESEA) Mr. Thomas Lister , CEO - Global Ship Lease, Inc. (NYSE: GSL) Mr. Moritz Fuhrmann , Co-CEO & CFO - MPC Container Ships ASA (OSLO: MPCC) Capital Link Shipping Webinars For more information please visit: https://webinars.capitallink.com/2025/container/…
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1 LNG Shipping Sector Discussion with ADNOCLS, CCEC & FLNG 48:37
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LNG Shipping Sector Discussion with ADNOCLS, CCEC & FLNG Tuesday, December 17, 2024 MODERATOR: Mr. Liam Burke , Managing Director - B.Riley Securities FEATURED PANELISTS Mr. Nicholas Gleeson , CFO - ADNOC Logistics & Services (DH:ADNOCLS) Mr. Jerry Kalogiratos , CEO - Capital Clean Energy Carriers Corp. (NASDAQ: CCEC) Mr. Oystein Kalleklev , CEO - FLEX LNG Ltd. (NYSE: FLNG) Capital Link Shipping Sector Webinars 2024 For more information please visit: https://webinars.capitallink.com/2024/shipping/…
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1 Crude Tankers Sector Discussion with DHT, ECO, TEN & TNK 55:26
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Crude Tankers Sector Discussion with DHT, ECO, TEN & TNK Thursday, December 12, 2024 MODERATOR: Mr. Nils Thommesen , Deputy Head of Research - Fearnley Securities FEATURED PANELISTS Mr. Svein Moxnes Harfjeld , President & CEO - DHT Holdings, Inc. (NYSE: DHT) Mr. Aristidis Alafouzos , CEO - Okeanis ECO Tankers Corp. (NYSE: ECO) (OSLO:OET) Mr. Harrys Kosmatos , co - CFO - TEN Ltd. (NYSE: TEN) Mr. Kenneth Hvid , President and Chief Executive Officer - Teekay Tankers Ltd. (NYSE: TNK) Capital Link Shipping Sector Webinars 2024 - For more information please visit: https://webinars.capitallink.com/2024/shipping/…
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1 Dry Bulk Shipping Sector With EDRY, GOGL, SB, SHIP & USEA 48:36
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Dry Bulk Shipping Sector With EDRY, GOGL, SB, SHIP & USEA MODERATOR: Mr. Gregory Lewis , Head of Maritime Research - BTIG FEATURED PANELISTS Mr. Aristides Pittas, Chairman & CEO - EuroDry Ltd. (NASDAQ: EDRY) Mr. Peder Simonsen, Interim CEO & CFO - Golden Ocean Group Ltd. (NASDAQ: GOGL) (OSLO:GOGL) Dr. Loukas Barmparis , President - Safe Bulkers, Inc. (NYSE: SB) Mr. Stamatis Tsantanis , Chairman & CEO - Seanergy Maritime Holdings Corp. (NASDAQ: SHIP), Founder, Chairman & CEO - United Maritime Corporation (NASDAQ: USEA) Capital Link Shipping Sector Webinars 2024 For more information please visit: https://webinars.capitallink.com/2024/shipping/…
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1 Deep Dive Into Capital Clean Energy Carriers Corp. 44:46
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Deep Dive Into Capital Clean Energy Carriers Corp. WEDNESDAY, DECEMBER 4, 2024 Featuring: Mr. Jerry Kalogiratos, CEO at Capital Clean Energy Carriers Corp. (NASDAQ:CCEC) Mr. Nils Thomessen, Deputy Head of Research at Fearnley Securities About Clean Energy Carriers Corp. Capital Clean Energy Carriers Corp. (NASDAQ: CCEC), an international shipping company, is one of the world’s leading platforms of gas carriage solutions with a focus on energy transition. CCEC’s in-the-water fleet includes 20 high specification vessels, including 12 latest generation LNG/Cs and eight legacy Neo-Panamax container vessels. In addition, CCEC’s under-construction fleet includes six additional latest generation LNG/Cs, six dual-fuel medium gas carriers and four handy liquid CO2/multi-gas carriers, to be delivered between the first quarter of 2026 and the third quarter of 2027. CCEC has agreed to sell five Neo-Panamax container vessels by the first quarter of 2025. Capital Link Shipping Webinars For more information: http://webinars.capitallink.com…
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Deep Dive Into Navigator Gas THURSDAY, DECEMBER 5, 2024 Featuring: Mr. Mads Peter Zacho, Chief Executive, Navigator GAs (NYSE:NVGS) Mr.Ben Nolan, Managing Director, Energy & Power, Transportation, Stifel About NVGS Navigator Holdings Ltd. (described herein as “Navigator Gas” or the “Company”) is the owner and operator of the world’s largest fleet of handysize liquefied gas carriers and a global leader in the seaborne transportation services of petrochemical gases, such as ethylene and ethane, liquefied petroleum gas (“LPG”) and ammonia and owns a 50% share, through a joint venture, in an ethylene export marine terminal at Morgan’s Point, Texas on the Houston Ship Channel, USA. Navigator Gas’ fleet consists of 56 semi- or fully-refrigerated liquefied gas carriers, 25 of which are ethylene and ethane capable. The Company plays a vital role in the liquefied gas supply chain for energy companies, industrial consumers and commodity traders, with its sophisticated vessels providing an efficient and reliable ‘floating pipeline’ between the parties, connecting the world today, creating a sustainable tomorrow. Navigator Gas’ common stock trades on the New York Stock Exchange under the symbol “NVGS”. For additional information please visit: https://navigatorgas.com Capital Link Shipping Webinars For more information: http://webinars.capitallink.com…
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1 Product Tankers Sector with DIS, HAFNI, INSW & STNG 58:36
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Product Tankers Sector with DIS, HAFNI, INSW & STNG THURSDAY, DECEMBER 5, 2024 MODERATOR: Mr. Jorgen Lian , Head of Shipping Equity Research - DNB Markets FEATURED PANELISTS Mr. Carlos Balestra di Mottola , CEO - d'Amico International Shipping S.A. (DIS.MI) (OTCQX: DMCOF) Mr. Mikael Skov , CEO - Hafnia Ltd. (NYSE: HAFNI) (OSLO: HAFNIA) Ms. Lois K. Zabrocky , CEO - International Seaways Inc. (NYSE: INSW) Mr. Robert Bugbee , President - Scorpio Tankers Inc. (NYSE: STNG) Capital Link Shipping Sector Webinars 2024 For more information please visit: https://webinars.capitallink.com/2024/shipping/…
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1 Containers Shipping Sector with DAC, ESEA, GSL & MPCC 53:27
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Containers Shipping Sector with DAC, ESEA, GSL & MPCC TUESDAY, DECEMBER 3, 2024 Moderator: Ms. Muneeba Kayani, Managing Director, Head of Europe Transport at Bank of America Global Research Panelists: o Mr. Evangelos Chatzis, CFO of Danaos Corp. (NYSE: DAC) o Mr. Aristides Pittas, CEO of Euroseas Ltd. (NASDAQ: ESEA) o Mr. Thomas Lister, CEO of Global Ship Lease, Inc. (NYSE: GSL) o Mr. Constantin Baack, Co-CEO of MPC Container Ships ASA (OSLO: MPCC) Capital Link Shipping Sector Webinars 2024…
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1 LPG Shipping Sector Webinar with BW LPG, Dorian LPG, Navigator Gas 49:42
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LPG Shipping Sector Webinar with BW LPG, Dorian LPG, Navigator Gas MONDAY, DECEMBER 2, 2024 MODERATOR: Mr. Fredrik Dybwad , Equity Research - Fearnley Securities FEATURED PANELISTS Mr. Kristian Sorensen , CEO - BW LPG Ltd. (NYSE: BWLP) (OSLO: BWLPG) Mr. Theodore (Ted) Young , CFO - Dorian LPG Ltd. (NYSE: LPG) Mr. Mads Peter Zacho , CEO - Navigator Gas (NYSE: NVGS) Capital Link Shipping Sector Webinars 2024 For more information please visit: https://webinars.capitallink.com/2024...…
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1 Navigator Gas (NVGS) - Company Update & LPG Sector Outlook - May 30, 2024 48:55
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Navigator Gas (NYSE: NVGS) - Company Update & LPG Sector Outlook Featuring: Mr. Mads Peter Zacho, CEO Mr. Gary Chapman, CFO Mr. Randy Giveans, EVP, Head of Investor Relations & Business Development In Discussion with: Mr. Nicolas Bornozis, President - Capital Link, Inc. May 30, 2024 Capital Link Shipping Webinar Series ABOUT: Navigator Gas Navigator Holdings Ltd. (described herein as “Navigator Gas” or the “Company”) is the owner and operator of the world’s largest fleet of handysize liquefied gas carriers and a global leader in the seaborne transportation services of petrochemical gases, such as ethylene and ethane, liquefied petroleum gas (“LPG”) and ammonia and owns a 50% share, through a joint venture, in an ethylene export marine terminal at Morgan’s Point, Texas on the Houston Ship Channel, USA. Navigator Gas’ fleet consists of 56 semi- or fully-refrigerated liquefied gas carriers, 25 of which are ethylene and ethane capable. The Company plays a vital role in the liquefied gas supply chain for energy companies, industrial consumers and commodity traders, with its sophisticated vessels providing an efficient and reliable ‘floating pipeline’ between the parties, connecting the world today, creating a sustainable tomorrow. Navigator Gas’ common stock trades on the New York Stock Exchange under the symbol “NVGS”.…
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1 Scorpio Tankers Inc. (STNG) Company Update & Product Tanker Sector Outlook - May 20, 2024 26:15
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Scorpio Tankers Inc. (NYSE: STNG) Company Update & Product Tanker Sector Outlook Featuring: Mr. Robert Bugbee, President & Director Mr. JamesDoyle, Head of Corporate Development & IR In discussion with: Mr. Nicolas Bornozis, President - Capital Link, Inc. May 20, 2024 - Capital Link Shipping Webinar Series ABOUT SCORPIO TANKERS INC.- Scorpio Tankers Inc. is a provider of marine transportation of petroleum products worldwide. Scorpio Tankers Inc. currently owns or lease finances 109 product tankers (39 LR2 tankers, 56 MR tankers and 14 Handymax tankers) with an average age of 8.2 years. The Company has entered into agreements to sell two of its MR tankers, which are expected to close in the second or third quarter of 2024. Additional information about the Company is available at the Company’s website www.scorpiotankers.com.…
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1 Global Ship Lease - Company Update & Container Shipping Sector Development & Outlook 1:05:56
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Global Ship Lease - Company Update & Container Shipping Sector Development & Outlook Featuring: Mr. Thomas A. Lister, CEO Mr. Tassos Psaropoulos, CFO April 11, 2024 Capital Link Shipping Webinar Series ABOUT GLOBAL SHIP LEASE - Global Ship Lease is a leading independent owner of containerships with a diversified fleet of mid-sized and smaller containerships. Incorporated in the Marshall Islands, Global Ship Lease commenced operations in December 2007 with a business of owning and chartering out containerships under fixed-rate charters to top tier container liner companies. It was listed on the New York Stock Exchange in August 2008. As of December 31, 2023, Global Ship Lease owned 68 containerships ranging from 2,207 to 11,040 TEU, with an aggregate capacity of 375,406 TEU. 36 ships are wide-beam Post-Panamax. As of December 31, 2023, the average remaining term of the Company's charters, to the mid-point of redelivery, including options under the Company's control and other than if a redelivery notice has been received, was 2.1 years on a TEU-weighted basis. Contracted revenue on the same basis was $1.72 billion. Contracted revenue was $2.12 billion, including options under charterers' control and with latest redelivery date, representing a weighted average remaining term of 2.8 years. For more information please visit: https://www.globalshiplease.com/…
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1 Retrofit Financing - Preparing for the Future of Shipping - KfW IPEX-Bank 23:06
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Retrofit Financing - Preparing for the Future of Shipping with: -Ms. Tanja Georg, Director, Team Head Origination & Structuring – Maritime Industries - KfW IPEX-Bank -Mr. Stephan Vetter, Vice President, Debt Origination & Structuring APAC, Mobility - Maritime Industries - KfW IPEX-Bank Interviewed by: -Ms. Anna Wichmann, Business Development Associate – Capital Link, Inc. Wednesday, March 20, 2024 ABOUT KfW-IPEX Bank Within KfW Group, KfW IPEX-Bank is responsible for project and export finance. It supports German and European companies operating in key industrial sectors in global markets by structuring medium and long-term financing for their exports, funding infrastructure investments, securing the supply of raw materials, and by financing environmental and climate change mitigation projects worldwide. KfW IPEX-Bank supports financing for the transformation of the maritime industry and aviation as well as climate-friendly mobility & transport. As Germany´s leading ship financier, KfW IPEX helps to preserve the innovative power of maritime enterprises. As a bank that stands for transformation, it finances technologies of the future to support the transition toward a sustainable society in all three dimensions of the economy, environment, and social. As a specialist bank, KfW IPEX-Bank has extensive industry, structuring, and country expertise, it takes on leading roles in financing consortia and actively involves other banks, institutional investors, and insurance firms. KfW IPEX-Bank operates as a legally independent group subsidiary and is represented in the most important economic and financial centres across the globe. For more information, visit https://www.kfw-ipex-bank.de…
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