Tidewater's management on the offshore inflection $TDW

1

Introduction

00:00 • 2min

2

The Tidewater Thesis

01:37 • 3min

3

We're in Oversupply Mode, Right?

04:47 • 4min

4

Getting a New Ship in the Offshore Sector Is a Real Challenge, I Guess

08:55 • 3min

5

The Supply Side of Offshore Oil Prices

12:04 • 6min

6

The Oil Price Rises

17:51 • 5min

7

Offshore Capital Commitments - Are They Expected to Double?

22:40 • 2min

8

Q3 Earnings Power

24:52 • 6min

9

The Average Day Rate in a Similar Market Environment Would Be Significantly Higher Than 18 and 1 Half Again

30:25 • 2min

10

Tidewater - What's Your Average Utilization?

32:14 • 2min

11

The Cash Flow Is Getting Closer to $30,000 a Day

34:42 • 3min

12

What's the Maintenance Cat-Backs Number?

37:49 • 5min

13

What Are You Seeing for Leading Edge Rates Right Now?

42:28 • 2min

14

Day Rate Acceleration Continues to Increase

44:03 • 2min

15

Offshore Drillers - Is There a Supply Response?

46:20 • 4min

16

What's the Cycle?

50:39 • 6min

17

Offshore Oil

56:36 • 3min

18

Capital Allocation for the SPO Acquisition

59:06 • 5min

19

The Cash Flow Cycle Is Going to Come Pouring In

01:03:46 • 2min