Golden Ocean Group. Every tracked FinTwit mention of $GOGL, newest first. 14 mentions since the first on Jun 23, 2025. See the price chart.
May 2026 · 1 mention
May 29
Ayuso — @RealStevenFat1 @NuggetCapital @HFI_Research @rynokinsight There is always a clown. I made a lot of money before through the acquisition of $GOGL, and getting long after that sell.…↗
December 2025 · 1 mention
Dec 4
Marhelm — Capesize market heating up
Spot rates are now just shy of a 2-year high, flirting with the $54,500/day levels of the 2023 Capesize Christmas.
H2 earnings run ~50% above the…↗
September 2025 · 5 mentions
Sep 30
Marhelm — China’s state buyer CMRG has instructed major steelmakers & traders to suspend all new dollar-denominated $BHP cargoes, according to reports. Iron ore futures rose 1%+ to $104/…↗
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 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…↗
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 21
Marhelm — Fertilizer trades are reshaping tonne-miles: Brazil turns to Russia for potash (+10k nm vs Morocco), doubling shipping demand. India diversifies urea away from China, with Oman/Rus…↗
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…↗
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…↗
June 2025 · 1 mention
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.↗
— Chinese iron ore binge keeps Capes flying.
Sub-$100/t ore fuels restocking, but higher prices & swelling port stocks could clip the wings.
$GOGL $DSX $SBLK
Marhelm — HMM locks in $310m, 10-yr COA with Vale. Second deal this year with the Brazilian miner. Contract runs from Q2 2026 to Q1 2036.
$DSX $GOGL↗
— China-built capes are trading briskly: 16-year-old Cape Aqua sold for $24m, 8-year-old Herun Zhejiang for $48m, and 14-year-old Mineral Brussel for $24.5m. Spot rates top $25,000/d…