Just caught that Raymond James put out an Outperform rating on Bristow Group recently, and the numbers are pretty interesting. They're calling for around 21% upside from the current price, with a $53 target. Revenue projections are looking solid too - expecting 1.7B in annual revenue with a big jump in earnings. Makes you wonder what they're seeing that others missed. The VTOL positioning data is where it gets really messy though. Solus Alternative just cut their stake by almost 7% even though they still hold nearly 10% of the company. South Dakota Investment Council dumped even more - down 15% from their prior position. So you've got this analyst saying the stock is set to outperform, but major institutional holders are actually reducing exposure. That's the kind of divergence worth paying attention to. On the flip side, some smaller positions like Brown Advisory and Taconic actually increased their VTOL allocation last quarter despite holding fewer shares overall. The put/call ratio is sitting at 0.25 which suggests bullish sentiment in the options market at least. Interesting disconnect between what the analysts are forecasting and what the big money is actually doing with their positions in this stock. Worth keeping tabs on how this plays out over the next few quarters.