Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
The Tidewater Thesis
01:37 • 3min
We're in Oversupply Mode, Right?
04:47 • 4min
Getting a New Ship in the Offshore Sector Is a Real Challenge, I Guess
08:55 • 3min
The Supply Side of Offshore Oil Prices
12:04 • 6min
The Oil Price Rises
17:51 • 5min
Offshore Capital Commitments - Are They Expected to Double?
22:40 • 2min
Q3 Earnings Power
24:52 • 6min
The Average Day Rate in a Similar Market Environment Would Be Significantly Higher Than 18 and 1 Half Again
30:25 • 2min
Tidewater - What's Your Average Utilization?
32:14 • 2min
The Cash Flow Is Getting Closer to $30,000 a Day
34:42 • 3min
What's the Maintenance Cat-Backs Number?
37:49 • 5min
What Are You Seeing for Leading Edge Rates Right Now?
42:28 • 2min
Day Rate Acceleration Continues to Increase
44:03 • 2min
Offshore Drillers - Is There a Supply Response?
46:20 • 4min
What's the Cycle?
50:39 • 6min
Offshore Oil
56:36 • 3min
Capital Allocation for the SPO Acquisition
59:06 • 5min
The Cash Flow Cycle Is Going to Come Pouring In
01:03:46 • 2min