Last 12mo stats

mentions

tickers

375

posts

Marhelm

@marhelmdataLong Research27.0k followers

Marhelm

@marhelmdataLong Research27.0k followers

Past 12mo:667mentions65tickers375posts

$GOGL· Golden Ocean Group

5 calls past 12moshow all

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About this voice

@marhelmdata has posted 375 times over the past 12 months, generating 667 cashtag mentions across 65 distinct tickers. The account's research focuses heavily on shipping and maritime assets, with $FRO leading at 114 mentions, followed by $DHT with 76 mentions, $INSW with 56 mentions, $STNG with 35 mentions, and $ECO with 29 mentions. The first mentions of these top tickers clustered around mid-June 2025, indicating a concentrated research period into the sector.

AI-generated from tracked posts · updated Jul 19, 2026

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Recent calls

5 calls

@marhelmdataSep 12, 2025 · 12:33 PM

HMM locks in $310m, 10-yr COA with Vale. Second deal this year with the Brazilian miner. Contract runs from Q2 2026 to Q1 2036. $DSX $GOGL

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@marhelmdataAug 28, 2025 · 2:56 PM

$CMBT faces pushback: Ex $GOGL holders (12.15%) demand judicial valuation, claiming underpayment in merger. Q2 loss -$3m (Q2 ’24: +$189m) as finance costs jump $118m (vs $31m). Debt surges $2.4bn → $5.3bn; dividend $0.05/share.

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@marhelmdataAug 21, 2025 · 1:51 PM

Fertilizer trades are reshaping tonne-miles: Brazil turns to Russia for potash (+10k nm vs Morocco), doubling shipping demand. India diversifies urea away from China, with Oman/Russia/UAE filling the gap. Longer routes = stronger dry bulk support. $GOGL $DSX Chart: Drewry https://t.co/QX0QK8Qsob

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@marhelmdataAug 19, 2025 · 5:47 PM

Fearnleys: $CMBT may sell 34 non-core ships worth $1.1bn post $GOGL merger. The Saverys-led group forms a 251-ship fleet, boosting trading liquidity ahead of the August 20 relaunch.

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@marhelmdataJun 23, 2025 · 3:20 PM

$GOGL and $CMBT secure up to $2B in bank loans ahead of merger. Facilities will refinance the Golden Ocean's existing debt.

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Who is Marhelm?

Marhelm (@marhelmdata) is a FinTwit voice tracked on Surfaced in the Long Research category with 27.0k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @marhelmdata mention most?

Over the past 12 months, @marhelmdata's most-mentioned tickers are $FRO, $DHT, $INSW, $STNG, $ECO — $FRO leads with 95 mentions.

When did @marhelmdata first mention $FRO?

@marhelmdata's first tracked mention of $FRO was on Jul 22, 2025.

How active is @marhelmdata?

In the past 12 months, @marhelmdata posted 375 times carrying cashtag mentions, totalling 667 mentions across 65 distinct tickers.