Added to YB: 2026-08-07
Pitch date: 2026-08-04
SMHI [neutral]
SEACOR Marine Holdings Inc.
-5.5%
current return
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
$267.5M
Pitch Price
$9.63
Price Target
15.00 (+65%)
Dividend
N/A
EV/EBITDA
-54.81
P/E
-14.02
EV/Sales
2.54
Sector
Energy Equipment and Services
Category
special_situation
Show full summary:
KEDM Lite Vol. 23 - Seacor Marine (SMHI US)
SMHI (update): Offshore vessel co under activist pressure — Pointillist (7.2%) & Saffar (3.5%) pushing strategic review/full sale. Stock ~$9.5 vs broker NAV $20-22/share; fleet worth $1bn+. Aug 2026 win: SMHI launched strategic review. PSV fleet alone ~$11/share, embedded value $15+. PT $15.
Read full article (1 min)