AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
Tidewater's management on the offshore inflection $TDW
Yet Another Value Podcast
What's the Maintenance Cat-Backs Number?
I want to talk about your, if people go look at the deck, $666 million of EBITDA. You say at that level, we'd have a 91% free cash flow conversion. So talking $600 million, what's going into that? What can people think of a maintenance cat-backs number? And then I just want to ask, investors are familiar with offshore,. anything capital intensive, anything that touches energy basically, right? Like the evened-on number can be great, but a lot of times there's a lot of cat-backs behind that number.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode