Misadventures in Shipping
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The Brazilian OSV Market: Risks (1)
Sea1, OceanPact + What an OSV market downturn in Brazil looks like
Aug 16
•
Edward Finley—Richardson
18
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The Brazilian OSV Market: Risks (1)
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3
SMHI — NAV update + What’s Next?
+76% off the recent lows, and rising
Aug 13
•
Edward Finley—Richardson
19
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SMHI — NAV update + What’s Next?
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3
July 2025
Offshore: Where We Are in the Cycle
As I continue to scale into long offshore positions (not just OSV’s, but a few rig companies now as well) I am cultivating my paranoia re: where we are…
Jul 24
•
Edward Finley—Richardson
33
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Offshore: Where We Are in the Cycle
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4
TDW Fleet Employment — West Africa
This article is a follow-up to a first article about Tidewater’s fleet employment in Asia Pacific, the Americas, and the Middle East.
Jul 19
•
Edward Finley—Richardson
14
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TDW Fleet Employment — West Africa
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5
TDW Fleet Employment: Going Deeper (1)
Asia Pacific and Australia, North and South America, the Middle East
Jul 17
•
Edward Finley—Richardson
24
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TDW Fleet Employment: Going Deeper (1)
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2
Dry Bulk Stocks: Governance Focus
Capesize owners GNK, HSHP, 2020 Bulkers, SBLK and more
Jul 16
•
Edward Finley—Richardson
28
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Dry Bulk Stocks: Governance Focus
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6
Fugro (2)
Incremental Due Diligence
Jul 10
•
Edward Finley—Richardson
16
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Fugro (2)
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13
South East Asian OSV Markets (1)
PSV vs. AHTS, chartering activity, regional market quirks
Jul 8
•
Edward Finley—Richardson
17
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South East Asian OSV Markets (1)
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6
Dutch Company Fugro (1)
The least-known offshore company with the best balance sheet
Jul 3
•
Edward Finley—Richardson
17
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Dutch Company Fugro (1)
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14
Offshore: Waiting for the Right Wave
+ Commentary from the 2008-2017 Offshore Cycle
Jul 1
•
Edward Finley—Richardson
30
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Offshore: Waiting for the Right Wave
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1
June 2025
Solstad Offshore versus Solstad Maritime
i.e. related parties SOFF.OL versus SOMA.OL
Jun 27
•
Edward Finley—Richardson
12
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Solstad Offshore versus Solstad Maritime
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9
GLNG — Evaluating Risks
$500 Million of Convertible Senior Notes due 2030 and more
Jun 26
•
Edward Finley—Richardson
21
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GLNG — Evaluating Risks
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6
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