by Scolopax | Nov 16, 2025 | Uncategorized |
After Tidewater’s results earlier in the week, every major player in the offshore services/drilling industry has now published its latest set of results. Comments regarding future demand have been really positive from every company. The message is quite clear : the...
by Scolopax | Oct 24, 2025 | Uncategorized |
Nomad Foods is Europe’s leading frozen food company, owning around 40% of its core categories through brands like Birds Eye, Iglo, and Findus. Founded as a SPAC by Martin Franklin (Jarden) and Noam Gottesman (GLG Partners) in 2014, the company began operations in 2015...
by Scolopax | Aug 14, 2025 | COMPANY NOTES |
Tidewater’s results were not the only bright spot in the OSV segment last week. Seacor also had something to say. Let’s take a look. A week after releasing their Q2 results, Seacor announced they had sold 2 liftboats (their most valuable), mainly used in offshore wind...
by Scolopax | Jun 25, 2025 | COMPANY NOTES |
It’s been months since we’ve had any good news from Tidewater. So, like every shareholder, I was really glad to read about the refinancing they announced on Monday. The effect is simple : Tidewater can now freely spend what it earns. Let’s rewind a bit. When you look...
by Scolopax | Jun 9, 2025 | COMPANY NOTES |
Being 60 in France used to be the age at which you retire. End of the road, thanks for your service. Fortunately that limit doesn’t apply to businesses. One of them turns 60 next year. It’s the #2 player in its industry and serves 80 million customers daily....
