Who mentions $CMBT most on Surfaced?

@marhelmdata (Marhelm) mentions $CMBT most — 16 mentions in the past 12 months.

When was $CMBT first mentioned on Surfaced?

The earliest tracked mention of $CMBT in the Surfaced archive was on Jun 23, 2025.

How many voices track $CMBT?

1 FinTwit voice has mentioned $CMBT 16 times in the past 12 months.

What kind of voices mention $CMBT most?

$CMBT is mentioned most by Long Research voices on Surfaced.

$CMBT — FinTwit mentions on Surfaced

Recent mentions

16 mentions

@marhelmdataMay 19, 2026 · 1:03 PM

$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 TCE so far: USD 122,147/day • Contract backlog: USD 3.26B

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@marhelmdataFeb 26, 2026 · 2:19 PM

$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 sales: $49m gain (Q4); +$270m (Q1) & +$98m (Q2). - Backlog $3.05bn (+$304m). https://t.co/DymuQ7SF93

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@marhelmdataFeb 19, 2026 · 1:28 PM

$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 ripping through the period market. Tanker bulls in full control. $DHT $FRO $INSW $CMBT

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@marhelmdataFeb 9, 2026 · 12:28 PM

$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.

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@marhelmdataFeb 2, 2026 · 2:00 PM

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

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@marhelmdataNov 26, 2025 · 2:07 PM

$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 $48.2k/day Dividend $0.05/share Backlog $2.95B Fleet refresh + newbuilds underway

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@marhelmdataOct 24, 2025 · 10:53 PM

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. $CMBT $HSHP https://t.co/ApFjmniDid

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@marhelmdataOct 23, 2025 · 2:36 PM

$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://t.co/RFNUBn4PlQ

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@marhelmdataOct 21, 2025 · 1:02 AM

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), All engines firing after a slow Q3. $CMBT

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@marhelmdataOct 7, 2025 · 3:05 PM

SEB: CMB has become an impressive company with 250 vessels and a strong earnings potential. PT of $11,2 $CMBT

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@marhelmdataSep 29, 2025 · 5:24 PM

"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 the relative potential of CMBT, Himalaya and Starbulk $CMBT $HSHP $SBLK https://t.co/rtH0nRMdrx

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@marhelmdataSep 21, 2025 · 3:55 PM

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." $SBLK $HSHP $2020.OL $CMBT $GOGL

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@marhelmdataSep 2, 2025 · 5:25 PM

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 a PT of $11,6 $CMBT

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@marhelmdataAug 28, 2025 · 2:56 PM

$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). Debt surges $2.4bn → $5.3bn; dividend $0.05/share.

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@marhelmdataAug 19, 2025 · 5:47 PM

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.

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@marhelmdataJun 23, 2025 · 3:20 PM

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

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