$SFL mention timeline

SFL. Every tracked FinTwit mention of $SFL, newest first. 12 mentions since the first on Aug 21, 2025. See the price chart.

April 2026 · 1 mention

Apr 26
Marhelm — $SFL CEO and Noram Drilling board member Ole Hjertaker: "US oil drilling stocks are still priced at around 50% of replacement value"↗

Mar 6
Marhelm — SFL Corp secures a $170M drilling contract in Canada for the Hercules semi-submersible rig with a minimum 400-day term starting Q1 2027. $SFL↗

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…↗

Dec 19
Marhelm — $SFL sells two 2015-built Suezmaxes for ~$57M each; net ~$26M/vessel after debt. Book gain ~$23M. Deliveries Q4 & Q1. Retains two 2020 eco ships, redeploying spot.↗
Dec 18
Marhelm — Drilling Rigs are currently a drag on $SFL earnings - about half the cost on the operating side is related to Hercules. If the company didn't believe they could secure new employm…↗
Dec 18
Marhelm — After a Q2 dividend cut from $0.26 to $0.20, investors sold $SFL for fear of more cuts oweing to Hercules rig unemployment. The $0.20 dividend exceeds the $0.07 GAAP EPS. The ca…↗

Nov 11
Marhelm — $SFL cements its lead in maritime infrastructure; most ships & rigs on long-term charters, securing steady cash flow. - $100M invested in fuel & cargo upgrades - $1.2B add…↗

Sep 5
Marhelm — New Marhelm interview with $SFL, focusing on the tanker market and recent company challenges, is live on the site https://t.co/XmWdX2Yw5E↗
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…↗

Aug 26
Marhelm — "History has shown it's harder to get the timing right in dry bulk in order to reap the super profits, but it's definitely a segment we consider if the deal looks right" Great tal…↗
Aug 21
Marhelm — Interesting volume on $sfl Dip buyers don't look like retail https://t.co/A3Z8ocT1Uk↗
Aug 21
Marhelm — SFL still couldn't find work for its Hercules-rig in Q2 and lowered the dividend. Punishment was severe. Overreaction? The company CEO is giving us some more background next week…↗