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Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
Offshore Is a Snowball Going Down the Hill
Offshore drilling is roughly a third of the cost of a well offshore. We're now back to 400 a day, which huge. Once you get to 80, like day rates just start reflecting. And that way it's just, and it's a good time because rig just priced a bunch of contracts last night. So we've got like literally 24 hours of today pricing.
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