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Gold/Mining/Energy : Trico Marine Services (TMAR) -- Ignore unavailable to you. Want to Upgrade?

To: JZGalt who wrote (551)	7/14/1998 6:45:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 1153

Galt, the Merrill report says a lot <<support vessel operators continue to trade at a 3-4 multiple discount to the oil service group aggregate...TDW is trading at a lower multiple than any stock in our universe, represents exceptional value.>> <<...The company (meaning Tidewater) is not only be far the largest supply vessel operator in the world, but it has, we believe, made the earliest and best consolidating acquisitions in the industry. We continue to rate TDW stock a Buy, and would purchase the shares aggressively at current price levels.>> lots of confirming points. thanks for the heads up. didn't bother to check the desk on the report earlier. we own TDW too. <<TDW, CKH, HMAR, TMAR and ESV - currently control an estimated 88% of the Gulf of Mexico and half of the world wide supply vessel market>> and little TMAR is 2nd only to TDW in the gulf of Mexico.