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Bullboard - Stock Discussion Forum
Tidewater Midstream and Infrastructure Ltd
T.TWM.DB.A
Primary Symbol:
T.TWM
Alternate Symbol(s):
TWMIF
|
T.TWM.DB
|
T.TWM.WT
Energy
Oil & Gas Midstream
Tidewater Midstream and Infrastructure Ltd. is a diversified energy infrastructure company that is focused on natural gas processing, fractionation, liquids upgrading, storage and transportation, and marketing. The Company’s operations include downstream facilities, natural gas processing facilities, natural gas liquids infrastructure, pipelines, storage, and various renewable initiatives. Its...
midstream assets include the Brazeau River Complex and Fractionation Facility (BRC), a full-service natural gas and NGL processing facility with natural gas storage pools, and the Ram River Gas Plant, a sour natural gas processing facility with sulphur handling solutions and rail connections. The Company also markets crude, refined products, natural gas, natural gas liquids and renewable products and services to customers across North America.
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Bullboard (TSX:TWM)
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(150)
•••
templetooth2
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Post by
templetooth2
on Dec 05, 2023 8:33pm
From Altagas
Today's Altagas 2024 outlook had a few comments worthy of repitition: - Higher annual Midstream capital reflects the strong outlook for the Midstream business and strong growth
...more
(54)
•••
wynner
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Comment by
wynner
on Nov 26, 2023 12:42pm
RE:RE:Next steps
on the CC they said they will be up to speed in 3 weeks. Maybe double that based on minor glitches.
(30)
•••
Ogopogo26
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Comment by
Ogopogo26
on Nov 25, 2023 7:08pm
RE:Next steps
A very, very small operation it maybe but what matters is the size relative to LCFS. If they can create $100 million in annualized free cash flow, market cap of $260 million, you tell me, what the
...more
(150)
•••
templetooth2
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Post by
templetooth2
on Nov 22, 2023 9:31pm
Next steps
Just to clarify, for Tidewater Midstream to take out the LCFS minority shareholders would cost about $150 million. (At $15 per share, the original issue price.) This LCFS operation is a very
...more
(204)
•••
longrun86
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Comment by
longrun86
on Nov 20, 2023 11:09pm
RE:RE:RE:RE:RE:RE:RE:RE:Some bullish comments here
If Management and the Board really believe that LCFS is going to work, they should want to bring it back in-house. Overall, this is an attractive price and I can see there being opportunities in
...more
(30)
•••
Ogopogo26
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Comment by
Ogopogo26
on Nov 20, 2023 9:35pm
RE:RE:RE:RE:RE:RE:RE:Some bullish comments here
I agree, good point, in the end this carve out served the purpose to get HDRD financed back in 2021 without an external party, but never made sense from a standalone perspective. Maybe they can sell
...more
(204)
•••
longrun86
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Comment by
longrun86
on Nov 20, 2023 7:50pm
RE:RE:RE:RE:RE:RE:Some bullish comments here
The issue I see with them trying to dispose of LCFS or sell it down to below a controlling position is the fact that the operations are highly integrated from an operations perspective. An external
...more
(30)
•••
Ogopogo26
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Comment by
Ogopogo26
on Nov 20, 2023 3:57pm
RE:RE:RE:RE:RE:Some bullish comments here
LCFS can go either way. They might sell the entire company or just sell down their stake, unlikely to happen at a price much lower than the $15 IPO price in August 2021 or buying out the minorities
...more
(39)
•••
Mephistopheles3
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Comment by
Mephistopheles3
on Nov 20, 2023 10:31am
RE:RE:RE:RE:Some bullish comments here
The other potential catalyst to keep an eye out for is the potential of LCFS entirely to another party. It wasn't this quarter, but on the Q2 call, management said they were looking at "
...more
(46)
•••
TVR
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Comment by
TVR
on Nov 19, 2023 10:19am
RE:RE:RE:RE:Some bullish comments here
For the combined Tidewater/Tidewater Renewables entity the $50 milion EBITDA loss from the Pipestone sale will be replaced or largely replaced by a similar amount of new EBITDA from the Diesel
...more
(30)
•••
Ogopogo26
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Comment by
Ogopogo26
on Nov 17, 2023 7:39pm
RE:RE:RE:Some bullish comments here
I agree, limited downside, large upside. How much DCF will improve because of the ALA deal is unclear as they will lose $50mn in EBITDA. I think Management said that it will be accretive, however
...more
(30)
•••
Ogopogo26
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Comment by
Ogopogo26
on Nov 17, 2023 6:24pm
RE:RE:Timing of Pipestone Sale Closing
I don't think this will happen and it would be a bad idea. It's not the job of TWM to speculate. If you want ALA exposure, you can buy the shares yourself.
(222)
•••
pierrelebel
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Comment by
pierrelebel
on Nov 17, 2023 4:25pm
RE:Timing of Pipestone Sale Closing
"... I assume they will not hold them for long." Maybe they should hold the shares for a while and write call options against their position, earning an extra 6% to 10% a year in addition
...more
(46)
•••
TVR
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Post by
TVR
on Nov 17, 2023 1:26pm
Timing of Pipestone Sale Closing
The closing date for TWM's sale to Altagas (ALA) of the Pipestone facility will be interesting. ALA's next quarterly dividend payment date is December 15. If the deal has
...more
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