Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
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I Don't Know My Bookends Are We're Cheap Here
I think you're going to run into this like, you know, it's most partner with Polaris but it's partnered with every other thing. And my contention is it's not going to be a 30 years can be the because of where we are with new bill. All these assets are going to last another 30 years from today. But like, okay. The rates going up. What's a fair multiple five times is a fair multiple based on historic and also based on the I walk through them by the unit, the unit economics to sort of get you there.
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