Danaos' NAV Will Still Reach $150 By Next Year Even With ZIM Integrated On A Nosedive

Sep. 07, 2022 12:00 PM ETDanaos Corporation (DAC), ZIM130 Comments


  • Danaos' stock continues to move downward despite the company's clear value creation path.
  • The nosedive in ZIM's stock price should not have a material impact on DAC's prospects to trade higher.
  • Danaos' investment case remains a waiting game, with strong catalysts to push shares towards their value.
  • This idea was discussed in more depth with members of my private investing community, Wheel of Fortune. Learn More »

Crane unloading containership

David Taljat

We Are All In This Together

The more I am getting involved in shipping stocks, the more I realize why many investors avoid them. The overall industry (including containerships, dry bulkers, tankers, etc.) is so cyclical that there is a myriad of factors, especially macroeconomic ones, that

Chart: ZIM stock price

ZIM stock price (Google Finance)

Danaos' Income Statement

Danaos' Income Statement (Danaos Q2 report)

bar chart: Danaos' book value

Danaos' book value (Koyfin)

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I hold a BSc in Banking and Finance. Here, on Seeking Alpha, I cover a variety of growth stocks and income stocks, including identifying those with the highest expected return potential, and a solid margin of safety.

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Disclosure: I/we have a beneficial long position in the shares of DAC, ZIM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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