Tidewater Inc - New. Every tracked FinTwit mention of $TDW, newest first. 21 mentions since the first on Aug 5, 2025. See the price chart.
June 2026 · 1 mention
Jun 28
Marhelm — Caught up with Tidewater board member Bob Robotti and looked into oil & gas, offshore and fertilizers. Looked at companies $LXU, $TDW and $SUBC7.OL.
New interview, live for su…↗
April 2026 · 1 mention
Apr 21
George Noble — https://t.co/D55y4kLlB1
Only up 65% on $VAL and 50% on $TDW since I made the call on 12/24/25.
$TSLA down 17% in the same period.
Got that Mikey?↗
February 2026 · 3 mentions
Feb 23
Ayuso — Even though I already sold after a quick and great return, as I mentioned, to concentrate the position in $GMS.L, it’s great to see the thesis playing out exactly as expected. $TDW…↗
Feb 23
George Noble — Thanks. I am glad those ideas worked out well. We should always be so lucky.
$VAL + 76% $TDW +31% since our mention on December 14.↗
Feb 5
Ayuso — A few portfolio moves I feel obliged to disclose, as I have discussed these names quite extensively. Earlier this week, I sold $TDW to add even more $GMS.L. Same sector, but with a…↗
January 2026 · 7 mentions
Jan 23
Ayuso — Steady as she goes. $TDW https://t.co/oSYvAGs7IC↗
Jan 14
Marhelm — New Marhelm interview going live on the site with Paratus Energy. Discussion of the #oil drilling market, including Aramco discussion, the jackup market, pipelaying service vessels…↗
Jan 14
Ayuso — $TDW close to $60 again, just two weeks after offering the chance to buy shares near $50. Lovely.↗
Ayuso — $TDW is not only cheap, but also well positioned for a major capital allocation move in the short term, while waiting for a meaningful improvement in the offshore market from 2027…↗
Marhelm — Pensum Group comments on the jackup vs deepwater market in a recent 37 minute subscriber exclusive Marhelm interview
$BORR $RIG $VAL $TDW https://t.co/gazO3JHo4B↗
September 2025 · 3 mentions
Sep 11
Marhelm — Pareto:"The oil companies will need to increase oil exploration at some point. The long-term picture for oil service is good." $TDW $SUBC $RIG↗
Sep 10
Marhelm — The offshore market looks oversupplied in H2 25. Activity in Europe is low. South America and the Middle East will remain stable. Avoid Europe exposure and Solstad Maritime. Per Cl…↗
Sep 6
Marhelm — Danske Bank Markets: "Investors are right to keep exposure toward rig, seismic and supply to a minimum. We could be headed for a more flooded oil market than ever. $TGS $RIG $TDW↗
August 2025 · 3 mentions
Aug 30
Marhelm — DNB Carnegie: BORR BUY and PT of $2,8. Seadrill BUY with PT $35. Transocean HOLD and PT of $3. Paratus BUY and PT 60 NOK. Tidewater BUY and PT of $69. $BORR $SDRL $PLSV.OL $RIG $TD…↗
Aug 30
Marhelm — After several years of steady growth, DNB Carnegie thinks that oil company offshore investments have reached a top. A 2 percent drop is expected in 2025 and 2026 is expected to be…↗
Aug 5
Marhelm — $TDW shares surged 16.5% to $57 after strong earnings and a $500M buyback announcement, adding $400M in market cap in one morning. 49.6M shares outstanding. https://t.co/toG3dH4IUV↗
Serenity — US now has control over Venezuela $17T+ Oil and $2T+ Mineral reserves.
This is the Gold Rush of 2026.
If your first thought was profiting on the situation, here's how:
$GRZ.V (…↗