$CMBT mention timeline

Euronav NV. Every tracked FinTwit mention of $CMBT, newest first. 16 mentions since the first on Jun 23, 2025. See the price chart.

May 2026 · 1 mention

May 19
Marhelm — $CMBT just printed one of the wildest shipping quarters in recent memory: • Q1 net profit: USD 368.8M • EBITDA: USD 558.3M • VLCC Q2 TCE so far: USD 182,731/day • Suezmax Q2…↗

Feb 26
Marhelm — $CMBT Q4'25 - EBITDA $322m (vs $298m est). Dividend $0.16/sh (vs $0.04 exp). - Q1 cover: 80% Newcastlemax @ $30,673/day; 72% Cape @ $26,725/day; 78% VLCC @ $74,465/day. - Asset sa…↗
Feb 19
Marhelm — $100,000+/day for a 1-yr VLCC. Marinakis locks in a fresh Hengli newbuild straight from delivery as tight tonnage & Sinokor-led consolidation squeeze supply. Spot frenzy now r…↗
Feb 9
Marhelm — $CMBT sold two 2012-built VLCCs; Ingrid & Ilma (314,000 dwt each) locking in a ~USD 98.2mn capital gain. Vessel delivery and gain recognition are scheduled for Q2 2026.↗
Feb 2
Marhelm — Frontline fixes Front Princess at $127,001/day and Front Beauly at $137,807/day (<3 months), ~$50,000/day higher than last week. $FRO $INSW $DHT $CMBT https://t.co/HMIiSSohOC

Nov 26
Marhelm — $CMBT Q3 weak due to market dip, but Q4 booming: Capesize $20.5k/day → now 87% booked at $26.3k/day Newcastlemax $29.4k/day VLCC $30.5k/day → now 78% booked at $68k/day Suezmax $4…↗

Oct 24
Marhelm — Could CMBT outperform Himalaya in a dry bulk bull market? "The discretionary dividends are holding the company back" Here is some of our discussion with Arctic Securities. $CMB…↗
Oct 23
Marhelm — $CMBT has decided not to proceed with its planned senior unsecured bond issue after investor meetings. The company cited unfavourable market terms vs other funding options. https:/…↗
Oct 21
Marhelm — https://t.co/CcOjKPXIdI is sailing into a strong Q4 Dry bulk: $30,954/day (up from $27,872), Tankers: $54,206/day (up from $28,715), Offshore wind: $120,331/day (up from $27,272),…↗
Oct 7
Marhelm

Sep 29
Marhelm — "When dry bulk gains a bit more momentum as we have started seeing we could easily see Starbulk move 30 percent and still be cheap" Great observations from Arctic as we looked at…↗
Sep 21
Marhelm — Pareto: "The Chinese have been active in the second-hand market buying larger dry bulk vessels. A strong fourth quarter will lift expectations for next year and the stocks will run…↗
Sep 2
Marhelm — Arctic: In dry bulk we expect that new iron ore projects starting in 2027 will require more than 1,7 times the current orderbook for the biggest vessels. The top pick is CMBT with…↗

Aug 28
Marhelm — $CMBT faces pushback: Ex $GOGL holders (12.15%) demand judicial valuation, claiming underpayment in merger. Q2 loss -$3m (Q2 ’24: +$189m) as finance costs jump $118m (vs $31m). Deb…↗
Aug 19
Marhelm — Fearnleys: $CMBT may sell 34 non-core ships worth $1.1bn post $GOGL merger. The Saverys-led group forms a 251-ship fleet, boosting trading liquidity ahead of the August 20 relaunch…↗

Jun 23
Marhelm — $GOGL and $CMBT secure up to $2B in bank loans ahead of merger. Facilities will refinance the Golden Ocean's existing debt.↗