Tidewater's management on the offshore inflection $TDW from Yet Another Value Podcast

Tidewater's management on the offshore inflection $TDW

1 hour 5 minutes Posted Jan 6, 2023 at 3:38 pm.

Intro 

What's different in the current cycle? 

Why supply is so limited in offshore 

What is TDW seeing on the demand side? 

Discussing TDW's valuation and where earnings can go as rates rise 

TDW's potential utilization 38:10 EBITDA to free cash flow conversion 

What do day rates look like right now? 

How has TDW set up their fleet to take advantage of rising rates? 

But seriously.... why is this time different? 

How low would oil prices need to go to start impacting offshore drilling demand? 

TDW capital allocation going forward

0:00

1:05:20

Download MP3

Share at current time

Show notes

The management team from Tidewater Offshore (TDW) comes on the podcast to discuss Tidewater and why we could be at an inflection point for the offshore space.

TDW's investor relations page (with investor deck): https://investor.tdw.com/overview/default.aspx

December OSV market report (from seabrokers): https://www.seabrokers.no/wp-content/uploads/SEABREEZE_December.pdf

Chapters

← See all 435 episodes of Yet Another Value Podcast