Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
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Tidewater
I think it's all going to be capital return and I mean the big thing you remember to is, you know, a tidewater 10 year average fleet these boats can stay on the water for another 30 years. Maybe it's doing things like the SBO deal which I think was a very nice deal but it's probably going to involve a lot of capital return at some point. And so, like, like, tie water could do a billion a free cash flow at new build economics. Let me go ahead. Did you want to say? Yeah, I know 1.5 billion even we could we could reach new build economics, likely go through it within the next 18 to 24 months
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