TDW Tidewater Inc. Loading... : Investor Sentiment and Bull/Bear Views

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Time Author Thesis Company / ticker Signal Since call Position Source
19:25
Oct 12
Monetary Matters
Tight vessel market, fleet below replacement cost
Tidewater is the largest public offshore supply vessel operator. Its fleet would cost about twice the current price to rebuild. Supply and demand for these vessels are now completely tight: the drill-ship count keeps rising, each ship needs four or five support vessels, and there are no spare vessels left. That should produce massive cash flows.
TDW Tidewater Inc. Long 1ST Position: Holding —
15:00
Feb 05
Julia LaRoche Show
Tidewater levered to rising offshore activity
As part of his strongly bullish oil services view, Noble names Tidewater as having operating leverage to oilfield activity. He argues it does not need higher oil prices, just more activity, which he expects.
TDW Tidewater Inc. Long 1ST — —

About TDW Investor Commentary

Across the available history and selected sources, Buzzberg tracks TDW (Tidewater Inc.) across 6 sources: 2 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 33% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 6 total trade ideas tracked. Latest voices: Charles Lemonides, George Noble.