$CMRE mention timeline

Costamare. Every tracked FinTwit mention of $CMRE, newest first. 6 mentions since the first on Sep 15, 2025. See the price chart.

February 2026 · 3 mentions

Feb 18
Marhelm — Costamare locks $940M in forward charters for 12 ships: 5×14,400 TEU (8 yrs), 4×5,000 TEU & 2×9,400 TEU (3 yrs), 1×4,200 TEU (3 yrs). Fleet: 96% 2026, 92% 2027. Backlog $3.4B,…↗
Feb 6
Marhelm — Container shipping keeps adding more supply 4.8 mteu ordered in 2025 (+290 kteu in Jan). Deliveries ~180 kteu/month, demolitions just 6 kteu all year. Result: chronic overcapac…↗
Feb 2
Marhelm — Sneak peek from upcoming subscriber interview with Fernresearch on shipping market and macro outlooks $FRO $ECO $CBMT $STNG $DHT $TRMD $INSW $NAT $TEN $ASC $PXS $SNI.OL $DIS.MI $Z…↗

Nov 22
Marhelm — Week over week collapse in TransPac container rates - China to US West Coast down ~30% in just a week $CMRE $ZIM $MATX $DAC $GSL↗

Oct 21
Marhelm — Short-term chaos, long-term profit. Fee war = Good for shipping. ClarkSea Index hits $30,461/day, 1st time >$30k since 2022 (+5% WoW, +50% vs 10yr avg). VLCCs $90k/day (+10…↗

Sep 15
Marhelm — Container charter market still red hot, but 2nd-hand action stalls: buyers balk at high tags, owners won’t sell into strength. Newbuilds keep flowing at firm prices. Market’s tight…↗