[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@MarhelmData](/creator/twitter/MarhelmData) "$MPCC orders X x 4500 TEU newbuilds for $228M each fixed on X year charters worth $140M revenue and $100M EBITDA. Deal includes over $100M in new debt. New eco vessels cut slots by XX% and are dual fuel ready"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1946253845937443213) 2025-07-18 17:00:51 UTC 14.9K followers, 1823 engagements "Qingdao Port expands with XX new routes boosting container services and focusing on emerging markets. Despite growth challenges arise from renewed Houthi attacks prompting major lines to divert vessels for safety"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1944534142919819565) 2025-07-13 23:07:22 UTC 14.9K followers, 1732 engagements "While most of the talk has been about the crude tankers the product side has recovered from its lows. What's next Here are some of Lars Barstad's reflections. $DIS.MI $STNG $HAFN $KCC.OL"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1945596475808903635) 2025-07-16 21:28:41 UTC 14.9K followers, 3596 engagements "Belships excels with a Q4 profit of $XXXX million paying a dividend of XXXX kroner per share. Fleet earns up to $18449/day XX% above the Baltic Dry index. In Q1 XX% of available ship days secured at $17000/day $BELCO"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1759539559895904448) 2024-02-19 11:24:56 UTC 14.9K followers, 2181 engagements "Increased MR sailings from Northeast Asia boost tonne-mile demand and help sustain intra-Asia freight rates. Chart: Vortexa $STNG $INSW"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1940058059402809737) 2025-07-01 14:41:00 UTC 14.9K followers, 4293 engagements "While Energy Holdings has been forging ahead the last month owners of competing assets such as Valaris Borr and Shelf Drilling are still trading at 2022-23 levels. "The jack-up market drop was justified" $ENH.OL $VAL $BORR $SHLF.OL"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1946254202730156131) 2025-07-18 17:02:16 UTC 14.9K followers, 2398 engagements "The coal companies are quite a mixed bag after the booming post-covid years. Companies such as Alpha Metallurgical and BTU have been decimated whereas others are holding up well and pushing towards new highs. $AMR $HNRG $BTU $HCC $ARLP"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1938336667351355403) 2025-06-26 20:40:48 UTC 14.9K followers, 6209 engagements "Supertanker dirty-to-clean switches surged in June as cleaned VLCCs/Suezmaxes rejoined CPP trade. With newbuilds peaking & MEGEurope LR2Suezmax spread steady $3050/t barriers to entry stay low reshaping CPP supply in H2 2025. $FRO $INSW"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1945154081288253768) 2025-07-15 16:10:46 UTC 14.9K followers, 4623 engagements "$BWLPG surges XX% in X months amid a booming LPG market. Despite strong momentum shares still trade XX% below analyst targets. Momentum + value = full throttle"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1942610141456535793) 2025-07-08 15:42:04 UTC 14.9K followers, 11.6K engagements "We loved exploring LatAm opportunities with @irbezek today. We had expected that the Colombian election next year to be one the most interesting bets. Turns out the set-up ahead of the election in Chile this year is even better unless oil goes back to $XX. $EC $PRX.TO $GPRK"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1945183816131170477) 2025-07-15 18:08:56 UTC 14.9K followers, 5127 engagements "Saipem will merge with Subsea X in a $XXXX billion deal. Subsea X shareholders get XXXXX Saipem shares per share. Saipem7 will have a XX billion backlog XX billion revenue and X billion EBITDA. $SUBC $SPM.MI"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1893910121744376144) 2025-02-24 06:25:34 UTC 14.9K followers, 5940 engagements "Subsea7 Q1 2025: $236M Adjusted EBITDA (+46% YoY) XX% margin. Backlog at $10.8B with XX% revenue visibility. FY2025 guidance reaffirmed. Net debt at $632M (0.5 EBITDA). $SUBC"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1917927341012943011) 2025-05-01 13:01:26 UTC 14.9K followers, 2064 engagements "Deep Value Driller declared a monthly dividend of XXX NOK and announced that Saipem has exercised the 1-yearAmended Bareboat Charter option starting in July. $DVD.OL"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1911844458716664110) 2025-04-14 18:10:13 UTC 14.9K followers, 2610 engagements "Natural gas has been stealing the headlines in recent months but what about coal Getting ready for a new talk with coal analyst Matt Warder and a discussion of the key coal names. $BTU $ARCH $HCC $AMR $NRP"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1933503948465246284) 2025-06-13 12:37:18 UTC 14.9K followers, 3160 engagements "BW LPG launches a $20m buyback for up to 3m shares as stock trades at a significant discount to both historical asset values and NAV. $BWLPG"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1909575732361412712) 2025-04-08 11:55:07 UTC 14.9K followers, 1687 engagements "$HAFNI secures $715M revolving credit facility with XX bank syndicate refinancing XX product tankers. The deal cuts funding costs lowers cash flow break even and boosts liquidity"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1943737240548528391) 2025-07-11 18:20:45 UTC 14.9K followers, 2093 engagements "Weekly members only voice chat market discussion in Discord at 7pm in "the arena" channel"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1947049524993613965) 2025-07-20 21:42:35 UTC 14.9K followers, 1782 engagements "Saipem Q1 XX Earnings: 3.0B Revenue up XX% Y-o-Y 268M EBITDA soaring XX% Y-o-Y with an XXX% margin 68M Net Cash Flow 284M Net Cash position (pre-IFRS 16) as of Mar-24 2.0B Order Intake boasting a 0.7x Book-to-Bill ratio with XX% in Offshore E&C $SPM"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1782760889428464006) 2024-04-23 13:18:12 UTC 14.9K followers, 2132 engagements ""BTU is headed for a no man's land for some time and met coal will continue facing headwinds for years." Dove into the power market and the coal miners today with @mfwarder and enjoyed the stock picking master class. $AMR $HNRG $BTU $HCC $ARLP $NRP $YAL.AX"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1938972884724044066) 2025-06-28 14:48:54 UTC 14.9K followers, 21.3K engagements "ABG: BW LPG shares to rise XX% citing over $XXX million in positive cash flow expected across the next four quarters. $BWLPG"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1930587522284851353) 2025-06-05 11:28:28 UTC 14.9K followers, 2013 engagements "$DHT estimates Q2 2025 TCE earnings at $46300/day: $48700/day for spot VLCCs and $42800/day for time-charter VLCCs. XX% of Q3 spot days booked at $40100/day. DHT Bauhinia fixed at $41500/day for X year from May 2025"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1945154184560411033) 2025-07-15 16:11:11 UTC 14.9K followers, 1977 engagements "Tsakos Energy Navigation sells 19-year-old Suezmax tanker for $40.5m $2.5m more than a sister ship sold earlier signaling rising prices for old tonnage. The company continues capitalizing on high tanker values marking the third sale this year $TNP"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1785993215549604037) 2024-05-02 11:22:19 UTC 14.9K followers, 3257 engagements "DNB Carnegie: Okeanis has a strong track record. P/E based on 2025 estimate is at 64.This is your premium exposure to the VLCC market. Buy with PT $XXX. $ECO"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1940853495814578563) 2025-07-03 19:21:47 UTC 14.9K followers, 2557 engagements "$PBR may divert oil exports from the U.S. to Asia-Pacific due to new XX% U.S. tariffs. The U.S. accounted for X% of Petrobras' oil and XX% of 209000 bpd oil product exports in Q1 2025. Impact minimal with Brazil supplying X% of U.S. oil consumption so far in 2025"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1945913080606523531) 2025-07-17 18:26:46 UTC 14.9K followers, 4608 engagements "Aker BP's 2025 guidance: - Production: 390-420 mboepd - Capex: $5.5-6.0B - Production cost: $7/boe - Exploration: $450M - Abandonment: $150M - Dividend up X% to $0.63/share quarterly ($2.52 annualized). $AKRBP.OL"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1889663557832253737) 2025-02-12 13:11:15 UTC 14.9K followers, 1306 engagements "We were ahead of the recent move in coal thanks to our talk with Matt Warder. Alpha Metallurgical jumped XX percent but met coal doesn't look like the best buy and hold at the moment. Full content on the platform $AMR $ARLP $BTU $NRP"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1941529291814265204) 2025-07-05 16:07:09 UTC 14.9K followers, 3758 engagements "Rising spot rates in the dry bulk sector have led bulk carrier owners to withdraw older vessels from the recycling market disappointing Indian recyclers hoping for a year-end surge. The spike in daily Capesize rates has surged threefold within a month. $EGLE $GOGL $SBLK $DSX"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1734172010496905227) 2023-12-11 11:23:21 UTC 14.9K followers, 2020 engagements ""Containers car carriers and LNG have had their time in the sun. The tankers too but only the part we don't identify ourselves with. Sanctioned oil tankers have been in the most tremendous bull market seen in ages. The compliant tankers are still waiting for the party to start." Frontline CEO. $FRO"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1942610304833143171) 2025-07-08 15:42:43 UTC 14.9K followers, 5988 engagements "LNG charter rates show a bumpy upward trend mid-2025 as record newbuild deliveries squeeze seasonality. After Q1 weakness spot activity and term deals offer a tentative recovery. $FLNG $GLNG"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1942964190701854729) 2025-07-09 15:08:56 UTC 14.9K followers, 2468 engagements "After the recent option agreement with Saipem Deep Value Driller has seen XX percent recovery. We looked into the effect on monthly dividends and the likelihood of the vessel being sold at $XXX million. $DVD.OL"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1902455720668213655) 2025-03-19 20:22:44 UTC 14.9K followers, 3142 engagements "Marhelm is conducting an exhaustive survey of the global #chemicals and petrochemicals industries similar to the #offshore report we did recently. We will cover the major chemicals companies all the way to chemical carriers (#tankers). $BAS.DE $BAK $LYB $HUN $DD $APD $DOW"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1713899752729776376) 2023-10-16 12:48:38 UTC 14.9K followers, 6758 engagements "Peabody has been a rough ride after announcing the acquisition of the Anglo American Australin coal mines. Where are the coal miners that prioritize shareholder returns over growth Coal expert Matt Warder weighs in. $BTU $ARLP $AMR $NRP $YAL.AX $CNR"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1943737664852664644) 2025-07-11 18:22:26 UTC 14.9K followers, 3683 engagements "ABG has a XXX NOK PT and Buy on Aker BP. The company is XX months away from a production increase that will give a massive free cash flow. Current P/E of XX and paying a XX percent dividend the next ten years at the current oil price. $AKRBP.OL"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1932800543652786655) 2025-06-11 14:02:13 UTC 14.9K followers, 1944 engagements "Surging Guyanese crude exports to the US Gulf coast signal potential for Suezmax tankers. Citgo's Corpus Christi refinery received four 1mn bl cargoes of Payara Gold in May with imports surpassing 100000 b/d up from 60000 b/d in April and 32000 b/d in March $TNP $INSW"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1796135501310685248) 2024-05-30 11:04:08 UTC 14.9K followers, 2669 engagements "Deep Value Driller stock is up over XX percent after the announcement of an option agreement with Saipem. If exercised it would add $XX million in revenue backlog and include an option to buy the vessel for $XXX million $DVD.OL"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1898035233426931871) 2025-03-07 15:37:18 UTC 14.9K followers, 4721 engagements "$DAC uses COVID-era container shipping profits to enter troubled dry bulk industry. It acquires a XXXX% stake in $EGLE for $68.2M prioritizing investment amid falling prices and challenges such as port congestion weak Chinese demand and low vessel scrapping"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1688924792282583040) 2023-08-08 14:47:03 UTC 14.9K followers, 3278 engagements "$BWLPG locks in new funding: $380M term and revolving credit facility+ $215M term loan. Funds will refinance debt back $AGAS fleet buy renew 9-VLGC Indian fleet and cut costs"  [@MarhelmData](/creator/x/MarhelmData) on [X](/post/tweet/1945912974880723039) 2025-07-17 18:26:21 UTC 14.9K followers, 1763 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MarhelmData
"$MPCC orders X x 4500 TEU newbuilds for $228M each fixed on X year charters worth $140M revenue and $100M EBITDA. Deal includes over $100M in new debt. New eco vessels cut slots by XX% and are dual fuel ready"
@MarhelmData on X 2025-07-18 17:00:51 UTC 14.9K followers, 1823 engagements
"Qingdao Port expands with XX new routes boosting container services and focusing on emerging markets. Despite growth challenges arise from renewed Houthi attacks prompting major lines to divert vessels for safety" @MarhelmData on X 2025-07-13 23:07:22 UTC 14.9K followers, 1732 engagements
"While most of the talk has been about the crude tankers the product side has recovered from its lows. What's next Here are some of Lars Barstad's reflections. $DIS.MI $STNG $HAFN $KCC.OL" @MarhelmData on X 2025-07-16 21:28:41 UTC 14.9K followers, 3596 engagements
"Belships excels with a Q4 profit of $XXXX million paying a dividend of XXXX kroner per share. Fleet earns up to $18449/day XX% above the Baltic Dry index. In Q1 XX% of available ship days secured at $17000/day $BELCO" @MarhelmData on X 2024-02-19 11:24:56 UTC 14.9K followers, 2181 engagements
"Increased MR sailings from Northeast Asia boost tonne-mile demand and help sustain intra-Asia freight rates. Chart: Vortexa $STNG $INSW" @MarhelmData on X 2025-07-01 14:41:00 UTC 14.9K followers, 4293 engagements
"While Energy Holdings has been forging ahead the last month owners of competing assets such as Valaris Borr and Shelf Drilling are still trading at 2022-23 levels. "The jack-up market drop was justified" $ENH.OL $VAL $BORR $SHLF.OL" @MarhelmData on X 2025-07-18 17:02:16 UTC 14.9K followers, 2398 engagements
"The coal companies are quite a mixed bag after the booming post-covid years. Companies such as Alpha Metallurgical and BTU have been decimated whereas others are holding up well and pushing towards new highs. $AMR $HNRG $BTU $HCC $ARLP" @MarhelmData on X 2025-06-26 20:40:48 UTC 14.9K followers, 6209 engagements
"Supertanker dirty-to-clean switches surged in June as cleaned VLCCs/Suezmaxes rejoined CPP trade. With newbuilds peaking & MEGEurope LR2Suezmax spread steady $3050/t barriers to entry stay low reshaping CPP supply in H2 2025. $FRO $INSW" @MarhelmData on X 2025-07-15 16:10:46 UTC 14.9K followers, 4623 engagements
"$BWLPG surges XX% in X months amid a booming LPG market. Despite strong momentum shares still trade XX% below analyst targets. Momentum + value = full throttle" @MarhelmData on X 2025-07-08 15:42:04 UTC 14.9K followers, 11.6K engagements
"We loved exploring LatAm opportunities with @irbezek today. We had expected that the Colombian election next year to be one the most interesting bets. Turns out the set-up ahead of the election in Chile this year is even better unless oil goes back to $XX. $EC $PRX.TO $GPRK" @MarhelmData on X 2025-07-15 18:08:56 UTC 14.9K followers, 5127 engagements
"Saipem will merge with Subsea X in a $XXXX billion deal. Subsea X shareholders get XXXXX Saipem shares per share. Saipem7 will have a XX billion backlog XX billion revenue and X billion EBITDA. $SUBC $SPM.MI" @MarhelmData on X 2025-02-24 06:25:34 UTC 14.9K followers, 5940 engagements
"Subsea7 Q1 2025: $236M Adjusted EBITDA (+46% YoY) XX% margin. Backlog at $10.8B with XX% revenue visibility. FY2025 guidance reaffirmed. Net debt at $632M (0.5 EBITDA). $SUBC" @MarhelmData on X 2025-05-01 13:01:26 UTC 14.9K followers, 2064 engagements
"Deep Value Driller declared a monthly dividend of XXX NOK and announced that Saipem has exercised the 1-yearAmended Bareboat Charter option starting in July. $DVD.OL" @MarhelmData on X 2025-04-14 18:10:13 UTC 14.9K followers, 2610 engagements
"Natural gas has been stealing the headlines in recent months but what about coal Getting ready for a new talk with coal analyst Matt Warder and a discussion of the key coal names. $BTU $ARCH $HCC $AMR $NRP" @MarhelmData on X 2025-06-13 12:37:18 UTC 14.9K followers, 3160 engagements
"BW LPG launches a $20m buyback for up to 3m shares as stock trades at a significant discount to both historical asset values and NAV. $BWLPG" @MarhelmData on X 2025-04-08 11:55:07 UTC 14.9K followers, 1687 engagements
"$HAFNI secures $715M revolving credit facility with XX bank syndicate refinancing XX product tankers. The deal cuts funding costs lowers cash flow break even and boosts liquidity" @MarhelmData on X 2025-07-11 18:20:45 UTC 14.9K followers, 2093 engagements
"Weekly members only voice chat market discussion in Discord at 7pm in "the arena" channel" @MarhelmData on X 2025-07-20 21:42:35 UTC 14.9K followers, 1782 engagements
"Saipem Q1 XX Earnings: 3.0B Revenue up XX% Y-o-Y 268M EBITDA soaring XX% Y-o-Y with an XXX% margin 68M Net Cash Flow 284M Net Cash position (pre-IFRS 16) as of Mar-24 2.0B Order Intake boasting a 0.7x Book-to-Bill ratio with XX% in Offshore E&C $SPM" @MarhelmData on X 2024-04-23 13:18:12 UTC 14.9K followers, 2132 engagements
""BTU is headed for a no man's land for some time and met coal will continue facing headwinds for years." Dove into the power market and the coal miners today with @mfwarder and enjoyed the stock picking master class. $AMR $HNRG $BTU $HCC $ARLP $NRP $YAL.AX" @MarhelmData on X 2025-06-28 14:48:54 UTC 14.9K followers, 21.3K engagements
"ABG: BW LPG shares to rise XX% citing over $XXX million in positive cash flow expected across the next four quarters. $BWLPG" @MarhelmData on X 2025-06-05 11:28:28 UTC 14.9K followers, 2013 engagements
"$DHT estimates Q2 2025 TCE earnings at $46300/day: $48700/day for spot VLCCs and $42800/day for time-charter VLCCs. XX% of Q3 spot days booked at $40100/day. DHT Bauhinia fixed at $41500/day for X year from May 2025" @MarhelmData on X 2025-07-15 16:11:11 UTC 14.9K followers, 1977 engagements
"Tsakos Energy Navigation sells 19-year-old Suezmax tanker for $40.5m $2.5m more than a sister ship sold earlier signaling rising prices for old tonnage. The company continues capitalizing on high tanker values marking the third sale this year $TNP" @MarhelmData on X 2024-05-02 11:22:19 UTC 14.9K followers, 3257 engagements
"DNB Carnegie: Okeanis has a strong track record. P/E based on 2025 estimate is at 64.This is your premium exposure to the VLCC market. Buy with PT $XXX. $ECO" @MarhelmData on X 2025-07-03 19:21:47 UTC 14.9K followers, 2557 engagements
"$PBR may divert oil exports from the U.S. to Asia-Pacific due to new XX% U.S. tariffs. The U.S. accounted for X% of Petrobras' oil and XX% of 209000 bpd oil product exports in Q1 2025. Impact minimal with Brazil supplying X% of U.S. oil consumption so far in 2025" @MarhelmData on X 2025-07-17 18:26:46 UTC 14.9K followers, 4608 engagements
"Aker BP's 2025 guidance: - Production: 390-420 mboepd - Capex: $5.5-6.0B - Production cost: $7/boe - Exploration: $450M - Abandonment: $150M - Dividend up X% to $0.63/share quarterly ($2.52 annualized). $AKRBP.OL" @MarhelmData on X 2025-02-12 13:11:15 UTC 14.9K followers, 1306 engagements
"We were ahead of the recent move in coal thanks to our talk with Matt Warder. Alpha Metallurgical jumped XX percent but met coal doesn't look like the best buy and hold at the moment. Full content on the platform $AMR $ARLP $BTU $NRP" @MarhelmData on X 2025-07-05 16:07:09 UTC 14.9K followers, 3758 engagements
"Rising spot rates in the dry bulk sector have led bulk carrier owners to withdraw older vessels from the recycling market disappointing Indian recyclers hoping for a year-end surge. The spike in daily Capesize rates has surged threefold within a month. $EGLE $GOGL $SBLK $DSX" @MarhelmData on X 2023-12-11 11:23:21 UTC 14.9K followers, 2020 engagements
""Containers car carriers and LNG have had their time in the sun. The tankers too but only the part we don't identify ourselves with. Sanctioned oil tankers have been in the most tremendous bull market seen in ages. The compliant tankers are still waiting for the party to start." Frontline CEO. $FRO" @MarhelmData on X 2025-07-08 15:42:43 UTC 14.9K followers, 5988 engagements
"LNG charter rates show a bumpy upward trend mid-2025 as record newbuild deliveries squeeze seasonality. After Q1 weakness spot activity and term deals offer a tentative recovery. $FLNG $GLNG" @MarhelmData on X 2025-07-09 15:08:56 UTC 14.9K followers, 2468 engagements
"After the recent option agreement with Saipem Deep Value Driller has seen XX percent recovery. We looked into the effect on monthly dividends and the likelihood of the vessel being sold at $XXX million. $DVD.OL" @MarhelmData on X 2025-03-19 20:22:44 UTC 14.9K followers, 3142 engagements
"Marhelm is conducting an exhaustive survey of the global #chemicals and petrochemicals industries similar to the #offshore report we did recently. We will cover the major chemicals companies all the way to chemical carriers (#tankers). $BAS.DE $BAK $LYB $HUN $DD $APD $DOW" @MarhelmData on X 2023-10-16 12:48:38 UTC 14.9K followers, 6758 engagements
"Peabody has been a rough ride after announcing the acquisition of the Anglo American Australin coal mines. Where are the coal miners that prioritize shareholder returns over growth Coal expert Matt Warder weighs in. $BTU $ARLP $AMR $NRP $YAL.AX $CNR" @MarhelmData on X 2025-07-11 18:22:26 UTC 14.9K followers, 3683 engagements
"ABG has a XXX NOK PT and Buy on Aker BP. The company is XX months away from a production increase that will give a massive free cash flow. Current P/E of XX and paying a XX percent dividend the next ten years at the current oil price. $AKRBP.OL" @MarhelmData on X 2025-06-11 14:02:13 UTC 14.9K followers, 1944 engagements
"Surging Guyanese crude exports to the US Gulf coast signal potential for Suezmax tankers. Citgo's Corpus Christi refinery received four 1mn bl cargoes of Payara Gold in May with imports surpassing 100000 b/d up from 60000 b/d in April and 32000 b/d in March $TNP $INSW" @MarhelmData on X 2024-05-30 11:04:08 UTC 14.9K followers, 2669 engagements
"Deep Value Driller stock is up over XX percent after the announcement of an option agreement with Saipem. If exercised it would add $XX million in revenue backlog and include an option to buy the vessel for $XXX million $DVD.OL" @MarhelmData on X 2025-03-07 15:37:18 UTC 14.9K followers, 4721 engagements
"$DAC uses COVID-era container shipping profits to enter troubled dry bulk industry. It acquires a XXXX% stake in $EGLE for $68.2M prioritizing investment amid falling prices and challenges such as port congestion weak Chinese demand and low vessel scrapping" @MarhelmData on X 2023-08-08 14:47:03 UTC 14.9K followers, 3278 engagements
"$BWLPG locks in new funding: $380M term and revolving credit facility+ $215M term loan. Funds will refinance debt back $AGAS fleet buy renew 9-VLGC Indian fleet and cut costs" @MarhelmData on X 2025-07-17 18:26:21 UTC 14.9K followers, 1763 engagements