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Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
Offshore Oil
"It's really tense right from 60 to 65% utilization who cares there's still tons of books, but once you start getting at 75 80% all the sudden the operators start looking around and say, Oh, we can't bid them at op X costs anymore because things are tight," he said. "What we're drilling right now is this is the best stuff. The old offshore no it's brownfield. Like we shut off offshore. They for the next three years they know where all the oil is."
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