Yet Another Value Podcast cover image

Tidewater's management on the offshore inflection $TDW

Yet Another Value Podcast

00:00

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.

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