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Gold/Mining/Energy : Trico Marine Services (TMAR)
TMAR 22.410.0%Nov 7 9:30 AM EST
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To: JZGalt who wrote (558)7/15/1998 12:28:00 PM
From: D.J.Smyth  Read Replies (1) of 1153
 
the bottom line on this report Galt appears to be that the boat market in the US Gulf (Gulf of Mexico) will remain tight and that the Gulf of Mexico is commanding the higher supply vessel day rates. TMAR's boat mix is such that it is heavy toward the supply vessel side which commands the highest day rates. The US Gulf is second only to deep water and the Northsea relative to day rates. The report is more indepth than anything to date. Have access to the long report, but read only the short report.

So, diversification in the boat business at this time could favor TMAR given their heavy weighting of supply vessels and concentration only in the markets commanding the highest day rates (nothing in Persia whose margins are 1/2 the US Gulf and nothing in Asia).
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