$HSHP mention timeline

Himalaya Shipping. Every tracked FinTwit mention of $HSHP, newest first. 23 mentions since the first on Jul 17, 2025. See the price chart.

May 2026 · 1 mention

May 21
Marhelm — $HSHP Q1 2026 At ~$60k/day Capesize rates, Himalaya estimates free cash flow could exceed ~$5/share annually. Shipping operating leverage is insane when rates spike https://t.co…↗

Feb 10
Marhelm — $HSHP shows strong leverage Q4-2025: Net profit USD 13.5mn, EBITDA USD 33.3mn, TCE ~USD 39,600/day. 4 vessels fixed at ~USD 27,700/day (Q1-26); Mount Elbrus fixed at USD 30,000…↗

Jan 13
Marhelm — $HSHP CEO "I would be surprised to see average Cape rates in 2026 below $20k, I think spikes to $80-100k/day in the next 2 years...medium term I think Capes can average around $30…↗
Jan 13
Marhelm — $HSHP CEO: "Think due to increased cargo volumes we will see more spikes in the market, and more violent than what we have become accustomed to"↗
Jan 13
Marhelm — The first interview of 2026 is online! Marhelm discusses the dry bulk and capesize markets in depth with the CEO of $HSHP Many macro and company specific themes discussed https:/…↗
Jan 9
Marhelm — $HSHP Dec-25 TCE hit $41,700/day, comfortably above Baltic Capesize 5TC ($34,696/day). Fixed charters at $38,200/day, index-linked at $45,200/day, plus $1,500/day scrubber upside.

Dec 5
Marhelm — Himalaya Shipping fires up November: TCE ~US$40,300/day, boosted by ~US$1,600/day scrubber gains. Fixed: US$37,800/day. Index-linked: US$42,800/day. All well above the Bal…↗
Dec 5
Marhelm — Dry bulk rates are scorching, and Oslo shipping stocks are soaring with them. One small snag… but the rally is real. $HSHP $2020.OL↗

Nov 6
Marhelm — $HSHP posted strong Q3 2025 results. Its 12-vessel Capesize fleet averaged $35,600/d, beating the BCI’s $24,684/d. Ton miles rose 1.9% y/y, led by +15% bauxite and +3.1% iron ore.…↗

Oct 24
Marhelm — Could CMBT outperform Himalaya in a dry bulk bull market? "The discretionary dividends are holding the company back" Here is some of our discussion with Arctic Securities. $CMB…↗
Oct 23
Marhelm — Himalaya has seen quite a recovery this year and the newsflow has been positive. We will be talking with CEO Lars Christian Svensen again in November. $HSHP https://t.co/20rRTa5beX↗
Oct 9
Marhelm — Himalaya Shipping achieved TCE earnings of $37.600 in September and declared a distribution of 10 cents. 2020 Bulkers achieved TCE earnings $36.600 and declared a dividend of 19 c…↗

Sep 29
Marhelm — "When dry bulk gains a bit more momentum as we have started seeing we could easily see Starbulk move 30 percent and still be cheap" Great observations from Arctic as we looked at…↗
Sep 23
Marhelm — $HSHP locks in $38k/day for 1 more ship in Q4, bringing 5/12 vessels fixed at avg $35.8k/day vs $17k breakeven. CEO Svensen: 60% fleet spot for the rest of 2025, 100% in 2026. Shar…↗
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

Aug 27
Marhelm — Himalaya Shipping has converted two vessels from index linked to fixed rate time charters an average rate of $38.700/d from October to end December. $HSHP↗
Aug 15
Marhelm — Clarksons: "Capesize-rates are up to $27.000/d. Bauxite volumes have surprised on the upside...With limited fleet growth it doesn't take much for rates to move. Solid rates for the…↗
Aug 8
Marhelm — $HSHP Q2: • Net profit: $1.5M • EBITDA: $20.9M • Avg TCE: $28,400/day (vs. Baltic Capesize Index $18,500) • Dividend: 10.5¢ (up from 5¢) • June avg earnings: $32,700/day • Fixed r…↗

Jul 23
Marhelm — $HSHP shifts four Newcastlemax Bulkers to fixed rate charters at ~$35,300/day (Aug-Sep'25), with six more at ~$34,100/day and two at ~$31,800/day through Dec.↗
Jul 17
Marhelm — The israeli shipping billionaire Idan Ofer is the up to now unkown investor who bought Himalaya shares for $10 million in March. Ofer controls Singapore-based Quantum Pacific Shipp…↗