u/Evening_Struggle_333

1 thesis · first seen Aug 22, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$TDWr/wallstreetbetsDDbullish
u/Evening_Struggle_333 · 4h agono track record yet
About 60k in this alr up 19%

^TDW stock pitch and incoming fire acquisition

Tidewater is acquiring Wilson Sons Ultratug for $500M, adding $220M revenue at 58% gross margin and $240M of subsidized Brazilian debt that lowers cost of capital. The company is uniquely positioned to capture demand from 38 new offshore rigs projected to be installed in 2027-2028, particularly as Iran tensions cool and oil demand recovers.

Now $95.25as of Aug 21, 4:59 PM ET
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End of results.