In short: "The company announced a contract extension. Continue to hold."
In short: The final idle vessel is back to work in the Persian Gulf. "Hoping we can begin share buybacks sometime this year."
In short: Q1 hit by the Iran war (four vessels disrupted in the Gulf) but all were re-crewed and resumed work; 2026 guidance maintained. "This company will benefit from the bull market in offshore services. I remain patient."
GMS rents out self-propelled jack-up barges — work platforms that stand on legs next to offshore oil, gas and wind installations so crews can maintain them. The Iran war disrupted four of its vessels in the Gulf last quarter (hence soft numbers), but all are back at work and management kept its full-year guidance. Polomny owns it for the broader offshore-services upcycle: more offshore work means tight vessel supply and rising day rates. "I remain patient."
In short: Named only as the yardstick for Prosafe — "a similar company to GMS with vessels in the North Sea and Brazil." A peer reference to place the new name, not a fresh stance on GMS.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.