Vonheim

#173 Constantin Baack - MPC Container Ships, German Economy, Valuation, Investing In Shipping, Dividend Policy


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Constantin Baack is the CEO of MPCC, a containership company listed on Oslo Stock Exchange.


00:00 - Summary of 2023

02:40 - Investing in Green Ships

04:38 - Risk Management

06:08 - Norway and Germany Collaboration

09:37 - German Economy

13:45 - How Bad is the Container Market?

17:25 - MPCC Long Term Contracts

19:15 - Will MPCC Be Sold In The Future?

21:00 - Stock Performance For MPCC

22:25 - Should Shipping Investors Be Loyal?

25:20 - Investor Relations Learnings

27:20 - New York Stock Exchange Listing

28:45 - Is Valuation a Science or an Art?

31:10 - What is the Value of MPCC?

33:00 - Expectations For 2024?

35:15 - Personal Development

37:35 - Disclaimer


Baack commenced his career in the marine operations department at Hamburg Süd in Sydney before moving to Ernst & Young within auditing and transaction advisory out of Hamburg and Shanghai. In 2008, Baack joined the MPC Group in Hamburg where he has since held various senior management positions in Germany and abroad, including Managing Director of Ahrenkiel Steamship, Head of Shipping of the MPC Group and CFO of Frankfurt-listed investment and asset manager MPC Capital AG.


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All opinions expressed by Christopher Vonheim or his guests on this show are only their opinions and do not reflect the opinions of Vonheim. You should not treat any opinion expressed by Christopher Vonheim as a specific reason to invest or follow a particular strategy, but only as an expression of his opinion. This Show is for informational purposes only.

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