Global Ship Lease Inc - Class A. Every tracked FinTwit mention of $GSL, newest first. 13 mentions since the first on Jul 30, 2025. See the price chart.
February 2026 · 2 mentions
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…↗
December 2025 · 1 mention
Dec 17
Marhelm — Rates firm, scrapping dead
The Container charter market is tight with the TC index at 266, but demolition collapsed to just 11 ships in 2025, the lowest since 2005. Aging tonnage…↗
November 2025 · 1 mention
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↗
October 2025 · 4 mentions
Oct 24
Marhelm — The resilience of the small- and midsized container vessels was a key point of discussion at our recent talk with Global Ship Lease. The company foresees a fragile, but positive ea…↗
Oct 11
Marhelm — Global Ship Lease's performance in the recent years stands out. Company CEO believes that new emerging trade patterns will be a further tailwind for the company up ahead. $GSL http…↗
Oct 9
Marhelm — New Marhelm interview with Thomas Lister, CEO of ~7% yielding $GSL, is live for subscribers.
We dive into the backlog, the strategy, and shareholder return merchanisms. https://t.…↗
Marhelm — "The container market is like a coin flip and we for us it's a win-win. We are outperforming, but still middle of the pack in terms of our valuation"
Global Ship Lease made a conv…↗
Sep 26
Marhelm — Global Ship Lease focuses on smaller vessels and regional trade like MPCC, but is currently trading at 5-year highs.
Our upcoming talk with GSL-CEO Thomas Lister should give more…↗
Sep 3
Marhelm — Containers have been the dark horse of shipping for some time. Rates have remained attractive and the Red Sea continues to be a risky option.
SFL shared some thoughts with us on w…↗
Marhelm — Excited about our upcoming talk with Global Ship Lease CEO Thomas Lister and some unique perspectives on the container market. $GSL https://t.co/Wgqktbd4LX↗
— Arctic is expecting guidance to be revised downwards for containers in Q3. Tonnage providers could take a hit if contracts end up being renegotiated. $DAC $ZIM $GSL https://t.co/S8…
— ABG observes a slight increase of vessels passing through the Red Sea. This could be temporary, but a full reopening would mean a drop of 10 percent in containter demand. $DAC $ZIM…