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$SFL

SFL

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$SFL

SFL

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All voices12 mentions since Aug 2025calls only

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Frequently asked

Who mentions $SFL most on Surfaced?

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

When was $SFL first mentioned on Surfaced?

The earliest tracked mention of $SFL in the Surfaced archive was on Aug 21, 2025.

How many voices track $SFL?

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

What kind of voices mention $SFL most?

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

Recent mentions

12 mentions

@marhelmdataApr 26, 2026 · 11:03 PM

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

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@marhelmdataMar 6, 2026 · 1:10 PM

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

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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 19, 2025 · 2:41 PM

$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.

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@marhelmdataDec 18, 2025 · 6:10 PM

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 employment, they wouldn't be spending north of $15M per quarter to keep it ready! https://t.co/5NkZzpo1rV

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@marhelmdataDec 18, 2025 · 6:02 PM

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 cash flow statement shows net operating cash (includes interest) has the dividend well covered. https://t.co/Kfe9PmoAC1

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@marhelmdataNov 11, 2025 · 4:03 PM

$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 added to backlog → now ~$4B All assets profitably employed (except Hercules, recharter likely 2026)

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@marhelmdataSep 5, 2025 · 3:45 AM

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

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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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@marhelmdataAug 26, 2025 · 5:37 PM

"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 talk with SFL today about markets, dividends and investments. $SFL https://t.co/g916hwHA9x

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@marhelmdataAug 21, 2025 · 4:25 PM

Interesting volume on $sfl Dip buyers don't look like retail https://t.co/A3Z8ocT1Uk

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@marhelmdataAug 21, 2025 · 4:20 PM

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 in a new interview. $SFL https://t.co/jEh0F0oQGE

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