I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry. I am located in Germany and have worked quite some time as an auditor for Pri ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________ to__________ Commission File Number: 001-32936 HELIX ENERGY SOLUTIONS GROUP, INC. (Exact name of registrant as specified in its charter) Minn ...

Helix Energy Solutions Group, Inc. (NYSE:HLX) Q1 2025 Results Conference Call April 24, 2025 10:00 AM ET Company Participants Brent Arriaga - Vice President, Finance and Accounting Owen Kratz - Chief Executive Officer Scott Sparks - Chief Operating Officer Erik Staffeldt - Chief Financial Officer Ken Neikirk - General Counsel Conference Call Participants Jim Rollyson - Raymond James James Schumm - TD Cowen David Smith - Pickering Energy Partners Greg Lewis - BTIG Operator Thank you for standing by, and welc ...

EXHIBIT 99.1 E Executive Vice President & CFO Helix Reports First Quarter 2025 Results HOUSTON, TX – Helix Energy Solutions Group, Inc. ("Helix") (NYSE: HLX) reported net income of $3.1 million, or $0.02 per diluted share, for the first quarter 2025 compared to net income of $20.1 million, or $0.13 per diluted share, for the fourth quarter 2024 and a net loss of $26.3 million, or $(0.17) per diluted share, for the first quarter 2024. Net loss in the first quarter 2024 included a net pre-tax loss of approxim ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of ...

Core Insights - The article serves as an introduction to "The Cannabis Report," which focuses on the cannabis industry and includes insights from an experienced analyst and consultant in the field [1] Industry Overview - The cannabis industry is highlighted as a growing sector with potential investment opportunities, particularly in technical stock analysis, option strategies, small cap strategies, and emerging markets [1] Analyst Background - The analyst has a background in contributing to High Times Magazine and has published a book titled "Cannabis in the Ancient Greek and Roman World," indicating a deep knowledge of the cannabis sector [1]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________ to__________ Commission file number 001-32936 HELIX ENERGY SOLUTIONS GROUP, INC. (Exact name of registrant as specified in its charter) State or o ...

Group 1 - The focus has shifted towards offshore drilling, supply industry, and shipping, including tankers, containers, and dry bulk [1] - The fuel cell industry is being monitored as it is still in its early stages of development [1] Group 2 - The individual has a background in auditing with PricewaterhouseCoopers and transitioned to day trading nearly 20 years ago [2] - The experience includes navigating significant market events such as the dotcom bubble, the aftermath of the World Trade Center attacks, and the subprime crisis [2]

Financial Data and Key Metrics Changes - Revenues for Q4 2024 were $355 million, with a gross profit of $59 million and net income of $20 million, resulting in adjusted EBITDA of $72 million and positive operating cash flows of $78 million, leading to strong free cash flow of $65 million [11][12] - Full year 2024 revenues were $1.36 billion, with a gross profit of $220 million and net income of $56 million, adjusted EBITDA for the year was $303 million, representing a greater than 10% improvement over 2023 [13][14] - Cash and cash equivalents stood at $368 million, with total liquidity of $430 million and funded debt of $324 million, resulting in negative net debt of $53 million at year-end [26] Business Line Data and Key Metrics Changes - The well intervention segment showed strong utilization in Africa, the US Gulf, Brazil, and Australia, with the Q7000 achieving 99% utilization in Australia [18][19] - Robotics had a strong quarter, operating six vessels with high utilization, particularly in trenching projects and renewables-related work [20][22] - Shallow water abandonment segment experienced expected seasonal slowdown, reflecting a weak 2024 US Gulf Coast shelf market [24] Market Data and Key Metrics Changes - The offshore market remains constructive with healthy oil and gas spending, while the global renewables market is robust with increasing activity in Europe and Asia Pacific [28][29] - The North Sea market is expected to be weaker in 2025 due to increased taxes and regulatory challenges, leading to lower utilization forecasts [36][38] Company Strategy and Development Direction - The company plans to focus on maximizing remaining reserves and abandonment as the late-life market for oil and gas grows, with expectations of increased abandonment work in the coming years [51][52] - The robotics segment is expected to grow, with plans to add additional trenching capacity and expand into adjacent services [55][56] - The capital allocation strategy includes a minimum of 25% of free cash flow for share repurchases, with flexibility for M&A opportunities depending on market conditions [62] Management's Comments on Operating Environment and Future Outlook - Despite macro challenges, the company maintains a positive outlook for 2025, supported by strong contracted work and a healthy pipeline of bids and projects [28][30] - Seasonal weather impacts are expected to affect quarterly results, with the second and third quarters anticipated to be the most active [34] Other Important Information - The company has secured long-term contracts for key assets, providing strong contract coverage for multiple years [19][22] - The CapEx forecast for 2025 is heavily influenced by maintenance and dry dock periods, with a range of $70 million to $90 million [47][48] Q&A Session Summary Question: Free cash flow and M&A considerations - Management indicated a high probability of being active in M&A this year, focusing on geographic opportunities and the wind market, which has seen valuation pullbacks [68][70] Question: Well intervention market pricing trends - Management noted that while a good portion of assets are on long-term contracts, spot rates are still increasing, albeit at a slower pace than in previous years [73][74] Question: Guidance on revenue and backlog - The well intervention guidance reflects a balance of risk and opportunity, with solid contracts in place, while robotics has good backlog activity, particularly in Asia Pacific [80][84] Question: Contracting opportunities for Q4 and Q5 vessels - The Q5000 is contracted for two years with an option for a third, while the Q4000 has work lined up in the Gulf market after its current contract in Nigeria [101][102] Question: Capital allocation strategy - Management emphasized the strength of the balance sheet and current equity prices as reasons for a more aggressive share repurchase strategy, while remaining open to M&A opportunities [110][112]

February 25, 2025 Fourth Quarter 2024 Conference Call INTRODUCTION Forward-Looking Statements This presentation contains forward-looking statements that involve risks, uncertainties and assumptions that could cause our results to differ materially from those expressed or implied by such forward-looking statements. All statements, other than statements of historical fact, are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including, without limitation ...