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Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
Valuation in a Cyclic Industry
I don't know where we get the people to step these boats or or race to build the boats and stuff the boats and staff them which all else equals going to lead to, you know, massive day rate inflation so but I think it's just as simple as we're probably going to get at least to new bill economics, and we're going to get there, probably in the next two years. And once we get there we'reprobably going to go well through that and we're Going to sustain rates well. So, let me ask about valuation here right because you've mentioned doubles the laris over 100. How do you think about just valuing these things on a normalized mid cycle
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