Added to YB: 2025-07-17
Pitch date: 2025-07-16
HLX [bullish]
Helix Energy Solutions Group, Inc.
Author Info
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Company Info
Helix Energy Solutions Group, Inc., together with its subsidiaries, an offshore energy services company, provides specialty services to the offshore energy industry in Brazil, the United States, North Sea, the Asia Pacific, West Africa, and internationally.
Market Cap
$959.2M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
Sector
Energy Equipment and Services
Category
value
I'm extremely long energy - Helix Energy Solutions Group, Inc.
HLX: Gate City Capital (11% position) thesis hinges on contract resets. Significant depreciation/capex mismatch as specialized vessels' maintenance capex running far below depreciation. Trading at ~20% FCF yield. Robotics segment offers free right tail. Offshore sector exposure different from peers.
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