Added to YB: 2026-08-05
Pitch date: 2026-08-02
SMHI [neutral]
SEACOR Marine Holdings Inc.
Author Info
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Company Info
SEACOR Marine Holdings Inc. provides marine and support transportation services to offshore energy facilities worldwide.
Market Cap
$257.2M
Pitch Price
$9.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
-53.75
P/E
-13.48
EV/Sales
2.49
Sector
Energy Equipment and Services
Category
special_situation
$SMHI: the strategic review is real — the NAV claim is the part to check
SMHI (overview): Offshore vessel operator opened strategic review July 29 (naming possible sale), stock +23.6%. Trades ~1x book ($9.43, $256M cap). Activists (7.2% & 3.5% holders) cite broker NAV >$20/sh, implying fleet worth $693M (1.7x net book) at 68% util. But Q2 rev -10% YoY, profit only from vessel-sale gains; ME liftboats idle Q3; no timetable/advisor named; insiders sold into pop. Watch 13D, vessel sale marks. Not a rec.
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