Added to YB: 2026-08-17
Pitch date: 2026-08-13
SMHI [bullish]
SEACOR Marine Holdings Inc.
+2.18%
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
$9.65
Price Target
20.00 (+107%)
Dividend
N/A
EV/EBITDA
-54.81
P/E
-14.02
EV/Sales
2.54
Sector
Energy Equipment and Services
Category
special_situation
A Billion-Dollar Fleet, a $265 Million Market Cap, and a Board That Finally Blinked - $SMHI
SMHI: Event-driven deep value. EV ~$530M vs fleet worth up to $1B ($27/share). Activist Chernett (7.2%, largest holder) forced strategic review incl. sale; stock +44% since. Vessels sold at 2-3x book. Conservative NAV $18-20 vs sub-$10 price. Risks: no deal = hard landing, ME exposure, cash burn.
Read full article (6 min)