Yet Another Value Podcast cover image

Tidewater's management on the offshore inflection $TDW

Yet Another Value Podcast

00:00

We're in Oversupply Mode, Right?

We were already in over supply mode and we had 20% of the fleet on order. The industry, you know, slowly began to crash because I had a little bit of backlog cover. Most of the businesses went through a chapter 11 restructuring or some former restructuring in 2017 2008. And so as a result, it's just taking us a long time to get back into a place where we are in balance from a supply and demand standpoint.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app