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[@WTI_God](/creator/twitter/WTI_God)
"@Ultradeep3 @100xCompounding Still a major bump from the costs of an uncontracted warm 6g. If $NE cant get another contract then scrap globetrotter + more shareholder yield. The utilization numbers also look better on quarterly presentations. Nothing sexy but its honest work for a lower spec DS 🫡"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1947957508963737804) 2025-07-23 09:50:36 UTC XX followers, XXX engagements


"$TDW (2.4B mkt cap) will do more quarterly free cash flow than trillion dollar $TSLA next year 😂"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1948261801453404531) 2025-07-24 05:59:45 UTC XX followers, 4725 engagements


"@dubnikov Recent debt refinancing allows more flexible use of capital (buybacks m&a etc and maturity dates pushed back to 2030). $TDW industry has a declining supply of support vessels for offshore oil & gas + windfarms. Offshore should have a relatively strong 2026 v 2025. See"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1948678615995969948) 2025-07-25 09:36:01 UTC XX followers, XXX engagements


"@AnxanumC Agreed. But it is harder to push the spot day rates up without more transformative deals. The other problem with a major deal is acquiring the high spec PSVs without a bunch of other lower spec/utilization assets like the FSVs AHTS etc"  
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"@AnxanumC I had never heard of GEOS or Viking until now. Thanks for showing me something new here"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1948742789446938912) 2025-07-25 13:51:01 UTC XX followers, XX engagements


"@AnxanumC Agreed $TDW is in the fortunate position of being an acquirer while everyone else in the sector is treading water. A lull in dayrates is probably a longterm win for them if they wanna close a Hornbeck/HarveyGulf acquisition at a fair price which is the next most logical move"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1948669251327340978) 2025-07-25 08:58:48 UTC XX followers, XX engagements


"@AnxanumC Id expect some redeployments to Brazil/WestAfrica/etc if they took over Havila. Keeping the North Sea OSV supply tight is more beneficial than the vessels acquired anyways. IMO the GEOS fleet would be a better fit but theyd have to pay up. DOF m&a would also excite me"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1948804428385190306) 2025-07-25 17:55:57 UTC XX followers, XX engagements


"@TommyDeepwater @cit_keyne Does @TommyDeepwater have any criteria that is valuable in the OSV space $TDW targets large deckspace PSVs with DP2 do you have any criteria that is valuable Engine specs non-Chinese shipyard polar hulls Jones flagged vessel age and/or specific geography etc"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1949300083360743874) 2025-07-27 02:45:30 UTC XX followers, XXX engagements


"@AnxanumC Glad you caught that. XXX PSVs x 23.5mm =3.24B - 295mm debt = 2.95B assuming all XX other vessels $X. *They have about 70-90 high spec PSVs which pegs the high spec fleet at $1.6-2.1B before factoring in any of the remaining 124-144 vessels. Agreed the initial napkin math was 💩"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1948660288850469336) 2025-07-25 08:23:11 UTC XX followers, XX engagements


"$TDW Buybacks Seems like a good use of capital until potential Hornbeck $HOS m&a. Per my understanding Hornbeck Offshore is owned by PE groups who would typically exit their investment after 5-7 years ($HOS was taken private in Summer 2020 so a 2025-27 exit is plausible)"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1947950945494589687) 2025-07-23 09:24:31 UTC XX followers, XXX engagements


"@MCross08 @offshoremayor 👑 Robotti once said We own a real estate company that floats. $TDW has all the offshore exposure with none of the nasty balance sheets ( $RIG $BORR) or idle/stacked capital ( $VAL $SDRL + kinda $NE). Odjfell being the exception. $TDW = offshore energy ETF"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1948250130311749660) 2025-07-24 05:13:22 UTC XX followers, XXX engagements


"$TDW longs should take note the bourbon rainbow sold today for $23.5mm. My back of the napkin math below: XXX PSVs = $4.7b *implied* asset valuation - $295mm net debt = $4.4b mkt cap (assuming the XX AHTS vessels are $0) Current $tdw EV is $2.7b = 13.5mm per vessel valuation 😋"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1947949276891373813) 2025-07-23 09:17:53 UTC XX followers, XXX engagements


"@psychprofits Shorties still rolling deep on their bets. Id wager $TDW runs up before the drillers in this cycle but drillers probably have more total upside in a bull case. Nonetheless Im THRILLED to accumulate more OSVs for XX cents on the dollar while $TDW drives record dayrates ⛴"  
![@WTI_God Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1921800482877501441.png) [@WTI_God](/creator/x/WTI_God) on [X](/post/tweet/1948599104646361353) 2025-07-25 04:20:04 UTC XX followers, XX engagements