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"@offshoremayor Interesting the speculation I have heard is that they're or have been looking at Seacor $SMHI to get a hold of their modern PSVs (7y old on average). Seacor currently has a MC of about $200M so even with a XX% premium $TDW can buy them outright using XX% of their existing cash"
X Link @NatgasTurk 2025-11-12T00:08Z 1373 followers, XXX engagements
"My HOT STOXX LETTER is having a great week so far: +9.3% in X days. $SMHI $ATNI $AKA"
X Link @DrStoxx 2025-11-11T22:07Z 19.5K followers, 1357 engagements
"@2_contango No repurchases; perhaps looking to buy $SMHI"
X Link @anonymouskeepit 2025-11-10T21:58Z XXX followers, XX engagements
"$TDW Q3 ok but not more. Interesting is the lack of share repurchases in the quarter even though the cash position now is $428M (FCF of $83M in Q3) with no near term debt amortizations. Therefore likely gearing up for an acquisition. $DOFG.OL $SMHI $SOFF.OL $SEA1.OL"
X Link @NatgasTurk 2025-11-10T21:50Z 1373 followers, 2291 engagements