Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
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The Supply Story Isn't Changing
I just worry like, again, I worry it doesn't necessarily. And that's a point I think it's what I've heard from management teams it's like the high 50s if the forward curve kind of drops below thehigh 50s they think you could see a real decrease in the cycle we're talking about here though the supply story is not changing so who knows I'm still profitable. So on the margin, if we're increasing. It's a long type of a constructive view on the commodity and you think shale has really, you know, fired its best bullet which at this point you're not making a judgment call they're telling you.
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