In theory, and in practise, taking a box line private works perfectly under a short-term, typically-private equity-minded/driven horizon, assuming cyclical strength is here to stay at least through 2024.
Base case: that assumption looks spot on.
Worst case: it could be disastrous.
Either way, many thanks to a faithful reader who recently went for* the “container shipping + LBO” search on our platform.
(*Rather opportunistically, let me say, yet conveniently from an investment perspective; …
The...
https://theloadstar.com/ma-radar-container-shipping-buyout-seriously/