@marhelmdataMar 9, 2026 · 12:33 PM

Oaktree trims stake in Danish tanker owner Torm to 23.39% (23.8M shares) amid ongoing merger talks with rival Hafnia. Buyer not yet confirmed. $TRMD $HAFNI

@marhelmdataFeb 26, 2026 · 2:20 PM

$TRMD fires on all cylinders - FY25: TCE $910m | Adj. EBITDA $578m | Net $286m | EPS $2.91 - Q4: Net $87m | Div $0.70/sh (82% payout) Fleet avg: $28,783/day - LR2 $35,850 | LR1 $28,262 | MR $26,374 - Q1’26: 70% fixed @ $34,926/day ’26 guide: TCE $850–1,250m.

@marhelmdataNov 6, 2025 · 10:08 AM

$TRMD Q3 2025 Clean tanker trade surged in Q3 2025. Volumes up 4% q/q, 21% y/y, driven by MEG–Asia flows. Russian drone hits cut exports, boosting USG–S. America. Rates: LR2 ~$110K/day, MR ~$60K/day. Refinery closures in the EU & USA to keep ton-miles firm into Q4. https://t.co/NfuGGSEIDd

@marhelmdataOct 28, 2025 · 2:45 PM

LR1s eye MR turf as MEG CPP exports slide down >20% m-o-m in H1 Oct. - East/S. Africa lifting off 50% since Aug - MEG refinery turnarounds ~800kbd vs ~360kbd last year Freight spreads are widening. LR1s may dominate intra-Asia CPP with seasonally rising Q4 voyages. $TRMD $STNG

@marhelmdataAug 15, 2025 · 1:02 PM

$TRMD posts Q2’25 adj. EBITDA of $150m (-15% YoY) on average. TCE $36.7k/day (-7% YoY). 91% fleet coverage at $32.5k/day for Q3. Disciplined operations and cost control maintain resilient margins despite softer market rates. A dividend of $0.40 for Q2. https://t.co/3zzlfSINMf