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![WTI_God Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1921800482877501441.png) Stonky Kong [@WTI_God](/creator/twitter/WTI_God) on x XX followers
Created: 2025-07-23 09:17:53 UTC

$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 😋

![](https://pbs.twimg.com/media/GwiBi0DW8AA1dQ0.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947949276891373813/c:line.svg)

**Related Topics**
[$27b](/topic/$27b)
[$44b](/topic/$44b)
[debt](/topic/debt)
[$295mm](/topic/$295mm)
[$47b](/topic/$47b)
[$235mm](/topic/$235mm)
[kong](/topic/kong)
[$tdw](/topic/$tdw)

[Post Link](https://x.com/WTI_God/status/1947949276891373813)