Who mentions $HSHP most on Surfaced?

@marhelmdata (Marhelm) mentions $HSHP most — 23 mentions in the past 12 months.

When was $HSHP first mentioned on Surfaced?

The earliest tracked mention of $HSHP in the Surfaced archive was on Jul 23, 2025.

How many voices track $HSHP?

2 FinTwit voices have mentioned $HSHP 23 times in the past 12 months.

What kind of voices mention $HSHP most?

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

$HSHP — FinTwit mentions on Surfaced

Recent mentions

24 mentions

@marhelmdataMay 21, 2026 · 1:43 PM

$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/7g4bCopmbT

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@marhelmdataFeb 10, 2026 · 2:29 PM

$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/day to Jun-26. Dividends rose USD 0.07 → 0.13/share in Q4; Jan-26 TCE ~USD 32,400/day.

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@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

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@marhelmdataJan 13, 2026 · 11:14 PM

$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 $30k. We want to position the fleet to capture those spikes going forward."

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@marhelmdataJan 13, 2026 · 11:12 PM

$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"

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@marhelmdataJan 13, 2026 · 11:02 PM

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://t.co/GzO4WuCRuL

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@marhelmdataJan 9, 2026 · 2:39 PM

$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.

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@marhelmdataDec 5, 2025 · 11:21 AM

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 Baltic 5TC’s US$28,732/day average. $HSHP

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@marhelmdataDec 5, 2025 · 8:39 AM

Dry bulk rates are scorching, and Oslo shipping stocks are soaring with them. One small snag… but the rally is real. $HSHP $2020.OL

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@marhelmdataNov 6, 2025 · 5:40 PM

$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. With a 9.3% orderbook and rising Atlantic supply, $HSHP declared a $0.07/share cash distribution. https://t.co/MTVE8m2AgN

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@marhelmdataOct 24, 2025 · 10:53 PM

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. $CMBT $HSHP https://t.co/ApFjmniDid

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@marhelmdataOct 23, 2025 · 3:08 PM

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

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@marhelmdataOct 9, 2025 · 12:56 AM

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 cents for the month $HSHP $2020.OL

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@marhelmdataSep 29, 2025 · 5:24 PM

"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 the relative potential of CMBT, Himalaya and Starbulk $CMBT $HSHP $SBLK https://t.co/rtH0nRMdrx

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@marhelmdataSep 23, 2025 · 12:04 PM

$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. Shares +58% YTD on OSE. Strong tailwinds, hedged for dividends, still bullish on the market.

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@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

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@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

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@marhelmdataSep 21, 2025 · 3:55 PM

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." $SBLK $HSHP $2020.OL $CMBT $GOGL

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@marhelmdataSep 3, 2025 · 9:21 PM

Next year we're headed for an attractive market in iron ore and bauxite. Solid economic activity, Chinese stimulus and increased iron ore from Vale and Simandou are important drivers. PT on 2020 Bulkers and Himalaya are increased to 165 NOK and $10, Star Bulk to $24. Per Fearnley. $2020.OL $HSHP $SBLK

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@marhelmdataAug 27, 2025 · 7:57 PM

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

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@marhelmdataAug 15, 2025 · 1:02 PM

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 rest of the year with upside in Q4 is our expectation." $HSHP

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@marhelmdataAug 8, 2025 · 2:33 PM

$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 rates Aug–Sept: $35,300/day CEO: "Terrific H2 2025 ahead."

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@marhelmdataJul 23, 2025 · 6:21 PM

$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.

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@marhelmdataJul 17, 2025 · 6:26 PM

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 Shipping. Per Tradewinds. $HSHP

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