$GNK mention timeline

Genco Shipping & Trading. Every tracked FinTwit mention of $GNK, newest first. 18 mentions since the first on Jun 16, 2025. See the price chart.

June 2026 · 1 mention

Jun 2
Joeri — If the $GNK shareholder vote fails, then I hope $DSX @Dianaship starts working on an exit strategy for their GNK shares. Maybe GNK is willing to buy their stake. GNK board (top t…↗

Feb 18
Marhelm — $GNK Q4’25: $0.50/sh dividend (highest since Q4’22), 26th straight payout; cumulative $7.565/sh (~34% of share price). Adj. EBITDA $42.0M, TCE $20,064/day (best since ’22). Net in…↗
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…↗

Jan 16
Marhelm — Diana Shipping, owning 14.8% of Genco, plans to nominate 6 directors after GNK rejected a $20.60/share all-cash takeover offer. $DSX pushes dry bulk consolidation ahead of $GNK’s 2…↗

Dec 3
Marhelm — Guinea’s first iron-ore shipment from the $23bn Simandou mine sails to China, targeting a mid-January arrival and full ramp-up in 2.5 years, as Capesize earnings jump to $38,427/da…↗

Nov 20
Marhelm — Aging steel, top dollar! A 15 year old unit now clearing $30m+, a zone that top-tier charterers usually avoid. With cape rates >$30,000/day, even aging steel prints big. Jap…↗
Nov 18
Marhelm — Declining iron ore grades from Australia/Brazil are boosting capesize demand as mills need more volume to produce the same steel. Iron ore shipments up, pushing the BCI +5% YoY sin…↗
Nov 12
Marhelm — Soy slowdown in China! • Dec bookings ~2M t, Jan barely moving • Ports/ Crushers: 10.3M / 7.5M t • Soymeal down 20% → $421/t • US deal: 12M t by YE, 25M t/yr next 3 yrs…↗

Oct 29
Marhelm — China snaps up its first US soybean cargoes of the season, at least two shipments confirmed, hinting at a thaw in trade ties as Beijing and Washington finalize a new framework deal…↗
Oct 23
Marhelm — Capesize values hit a 17-year high! - 5-year-old Capes (180k DWT) up 23% YTD: $55.18m → $67.73m, highest since Oct 2008. - 1-yr TC: $17,432 → $23,067/day (+33%): earnings trail as…↗
Oct 15
Marhelm — Iron ore still rules dry bulk but is slipping, 41.5% (2015) → 37.1% (2025 YTD). Coal hits a decade low at 21.0%, while bauxite rockets from 2.0% → 8.4%, powered by China’s aluminiu…↗

Sep 30
Marhelm — Dry bulk showed strength in Q3 2025: Capes avg $24,223/day (best since Q3 ’24), Kamsarmax $15,888/day, Ultramax $16,930/day, Handysize $12,818/day. Gains driven by firm Atlantic, s…↗
Sep 23
Marhelm — Clarksons sees the greatest potential in Star Bulk with a PT of $25,70. The upside in Genco and Himalaya is somewhat lower with PTs of $21,5 and 95 NOK respectively.$SBLK $GNK $HSH…↗
Sep 22
Marhelm — Capesize rally hits pause: after a 21% surge since early Sept, avg spot rates slipped back under $28k/day Monday as transatlantic momentum cools. $GNK $HSHP $SBLK↗

Aug 1
Marhelm — $DSX boosts its stake in $GNK, acquiring 1M shares to reach 4.29M total. They are now holding 9.99% and becoming Genco's largest shareholder.↗

Jul 14
Marhelm — Capesize demand got a lift in H1 2025 as Guinea's bauxite exports hit a record ~95M tonnes (+36% YoY). Port delays and congestion added inefficiencies, boosting tonne-miles demand.…↗
Jul 2
Marhelm — Mongolian coal to China and South African coal to India boost Panamax and Supramax tonne-miles, lifting Asia-Pacific/Indian ocean demand. China's domestic coal push helps cabotage…↗

Jun 16
Marhelm — $GNK delivers on its Q2 bulker rate forecast-locking in ~$13,800/day TCE with 95% of capacity fixed. Smart strategy or perfect timing?↗