Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
Is That a Scam?
Matthew Yergin: I'm with you, the 18 and a half thousand day rates probably too simple but they've got 666 million and even on it. Let's just call it 650 to make that Matthew. That gets me to a 3.2 billion EV divided by 52 million shares outstanding because net depth is basically flat after Q for that would get me to a $60 share price so we're low 30s right therewe're low 60s there. And that's basically got your double in four years of massive free cash flow. But from a risk reward so like one of my saying this is super convex meaning you know not a lot of downside and if it goes down you
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