Shared on 24 Jul 25
Subject: Helix Energy Solutions (HLX) – Navigating Near-Term Headwinds with Structural Strength Investment Thesis Helix Energy Solutions (NYSE: HLX) is currently experiencing a transitory period of operational and macroeconomic headwinds. Q2 2025 results came in below expectations, with a net loss of $2.6M versus net income of $3.1M in Q1 2025 and $32.3M in Q2 2024.
Shared on 05 May 25
Fair value Decreased 21%WaneInvestmentHouse has decreased revenue growth from 18.1% to 9.3%.
Shared on 10 Apr 25
Fair value Decreased 2.11%WaneInvestmentHouse made no meaningful changes to valuation assumptions.
Shared on 14 Feb 25
Fair value Increased 0.11%WaneInvestmentHouse made no meaningful changes to valuation assumptions.
Shared on 06 Feb 25
WaneInvestmentHouse made no meaningful changes to valuation assumptions.