Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
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Oil Prices Can't Go to 40, So I'm Not Taking on Huge Leverage Risk
Like tidewater I'm paying eight or eight and a half times last quarter's annualized ebodah that is going to go up real fast because we're already seeing the leading edge rates at really attractive rates. And there is one big caveat oil prices can't go to 40, but as long as oil prices don't crap out you know you've got this great cycle.
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