Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
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The Tide Water Chart Isn't Going to Go to Trader on People
The big boats that the tier one assets are already 85% utilization. And the tier two. There's no there's no like people talk about the utilization of the overall fleet. The things that aren't getting used right now. As you said the big assets are already approaching max utilization. Those are the really small boats which will come online but they're not going to move the needle like a 900 meter plus. We're basically in full Utilization and then the incremental is going to be more OSV's, both drill ships and submersibles.
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