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Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
Is SPO on the Tobacco ESG?
I mean tidewater obviously got a great deal and it looks even better in hindsight because they did it right before they had a thesis, the market starting to turn we're starting to see it in rates. And this is the upside of what of the tobacco ESG whatever you want to call it. SPO on you know energy conglomerate they just said we don't want to be in boats anymore, and we'll take a stupid price. But I mean those warrants are really just shares right because they're penny more than I'd say more just yet.
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