Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
The TxU and the Supply Dynamic
Nat: You're starting to see drilling happening again so demand is going up. The supply response can't really come up online because all the excess supply from years ago is getting taken out and there's no new builds coming on. I mean think about this for a time. All right, they've got just under 200 boats. And they've got you know 200 that are roughly 10 years oldI get that but in terms of a, you know, my old world, back in 1213 you were always worried about these guys building and building and building. It was just a constant thing with this flea refresh that the street supposedly wanted and I don't think they ever did.
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