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$GSL

Global Ship Lease Inc - Class A

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$GSL

Global Ship Lease Inc - Class A

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All voices13 mentions since Jul 2025calls only

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Frequently asked

Who mentions $GSL most on Surfaced?

@marhelmdata (Marhelm) mentions $GSL most — 13 mentions in the past 12 months.

When was $GSL first mentioned on Surfaced?

The earliest tracked mention of $GSL in the Surfaced archive was on Jul 30, 2025.

How many voices track $GSL?

1 FinTwit voice has mentioned $GSL 13 times in the past 12 months.

What kind of voices mention $GSL most?

$GSL is mentioned most by Long Research voices on Surfaced.

Recent mentions

13 mentions

@marhelmdataFeb 6, 2026 · 12:19 PM

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 overcapacity as rates slump (WCI −43% in 2025). $ZIM $CMRE $GSL

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@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

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@marhelmdataDec 17, 2025 · 1:56 PM

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 = delayed pain, not avoided pain. $ZIM $GSL $MATX

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@marhelmdataNov 22, 2025 · 4:45 PM

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

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@marhelmdataOct 24, 2025 · 10:53 PM

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 earnings environment going forward. $GSL $MPCC.OL https://t.co/L2CCypJC45

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@marhelmdataOct 11, 2025 · 2:46 PM

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 https://t.co/Ik85ym4Gb1

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@marhelmdataOct 9, 2025 · 9:21 AM

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.co/pO3SHHVHXq

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@marhelmdataOct 3, 2025 · 5:04 PM

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/S8hMA1uZJe

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@marhelmdataSep 29, 2025 · 5:24 PM

"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 convincing case for the smaller container vessels at today's talk with Marhelm. $GSL

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@marhelmdataSep 26, 2025 · 1:24 PM

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 insights. $GSL $MPCC.OL https://t.co/N7Rr8PWDr8

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@marhelmdataSep 3, 2025 · 9:22 PM

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 what's up ahead. $SFL $GSL $ZIM $DAC https://t.co/whrxDzV7Ux

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@marhelmdataSep 2, 2025 · 5:26 PM

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 $GSL

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@marhelmdataJul 30, 2025 · 5:29 PM

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

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