Tidewater's management on the offshore inflection $TDW
Yet Another Value Podcast
The Supply Side of Offshore Oil Prices
In the 2019 I started to see a little bit of increase in and day rate structures between middle stage, right in things that had attrition long enough where you were starting to get some pricing leverage. The larger best Generally people prefer larger vessels. They're commoditized of course, but at the same time, you know, bigger, yeah, more option value. That's what really drives us to peak utilization and therefore peak day. And so as we went through next few years it was all good rates for the larger boats. It is all going to live up to 25 to 30 years or something like that. We don't think there will be any major change from this point on until after 2020
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