$GNK — FinTwit mentions on Surfaced

$GNK — FinTwit mentions on Surfaced

Recent mentions

19 mentions

@joeriwestlandJun 2, 2026 · 11:16 AM

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 tier on M. Webbers corp governance list) looks very bad in this ordeal, not shareholder friendly...

@marhelmdataFeb 18, 2026 · 1:08 PM

$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 income $15.4M. Adds 2×208,000 dwt Newcastlemax (Mar ’26). Q1’26 TCE: $17,966 (80% days).

@marhelmdataFeb 2, 2026 · 2:23 PM

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 $ZIM $NMM $MPCC.OL $GSL $ESEA $DAC $CMRE $SBLK $SB $HSHP.OL $2020.OL $EDRY $GNK $USEA $DSX $PANL $SFL https://t.co/E8XmSLeRoC

@joeriwestlandJan 19, 2026 · 8:29 AM

Many in the market seem to focus on dropping $Bulk $BDI which is seasonal. Underlying relative strength is notable though. Market is getting increasingly bullish on the outlook after Chinese new year (mid Feb). $CMBT $HSHP $NMM $GNK $SBLK Q2 Capesize forward on @braemarscreen https://t.co/w1lHqoimX6

@marhelmdataJan 16, 2026 · 6:23 PM

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 2026 AGM.

@marhelmdataDec 3, 2025 · 7:32 PM

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/day, their highest in 2 years. $DSX $GNK $SBLK

@marhelmdataNov 20, 2025 · 6:14 PM

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. Japanese-built 181,400 dwt Seaunity (2010) reportedly sold at $30.5m–$31m. $GNK $SBLK $DSX https://t.co/f5PuPrerTl

@marhelmdataNov 18, 2025 · 6:39 PM

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 since late June. $GNK $DSX $SBLK

@marhelmdataNov 12, 2025 · 1:46 PM

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 Glut & weak margins = US beans sidelined. $GNK $SBLK

@marhelmdataOct 29, 2025 · 4:36 PM

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 reached in Malaysia. Cargoes are set to load later this year. $SBLK $GNK $DSX

@marhelmdataOct 23, 2025 · 2:36 PM

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 asset surge. $GNK $SBLK $DSX https://t.co/0kLYHmhFXW

@marhelmdataOct 15, 2025 · 1:17 PM

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 aluminium boom & Guinea’s export surge. $GNK $SBLK

@marhelmdataSep 30, 2025 · 7:22 PM

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, steady Pacific, and strong Chinese bauxite & iron ore flows. $GOGL $DSX $GNK

@marhelmdataSep 23, 2025 · 12:04 PM

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 $HSHP

@marhelmdataSep 22, 2025 · 12:42 PM

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

@marhelmdataAug 1, 2025 · 2:42 PM

$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.

@marhelmdataJul 14, 2025 · 12:33 PM

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. $GOGL $GNK

@marhelmdataJul 2, 2025 · 1:51 PM

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 but won't offset lower Indonesian exports. $GNK $DSX $GOGL

@marhelmdataJun 16, 2025 · 1:02 PM

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