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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

Tidewater Midstream and Infrastructure Ltd. is a diversified midstream and infrastructure company with an integrated value chain across North American natural gas, natural gas liquids (NGLs), crude oil, refined product, and renewable energy markets. The Company's operations include downstream facilities, natural gas processing facilities, NGLs infrastructure, pipelines, storage, and various... see more

Bullboard (TSX:TWM)

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Comment by longrun86on Aug 23, 2023 11:19pm

RE:RE:RE:RE:Strategic Review

I see them needing deeper pockets to pull off future aspirations. The company is undercapitalized relative to the opportunities it has and the balance sheet structure. Interest rates and cheap debt ...more  
Comment by wynneron Aug 23, 2023 7:28am

RE:RE:RE:Strategic Review

They would do well to raise cash from the gas side and buy up the LCFS shares whilie they are at a discount. Then scale up with SAF and renewable gas and Hydrogen. The scarcity premium could double ...more  
Comment by longrun86on Aug 20, 2023 10:08pm

RE:RE:Strategic Review

My view is that these "spin-off" businesses usually start with the intention to close a valuation multiple gap. The M&A guys sell it hard, the accountants and lawyers generate fees and ...more  
Comment by wynneron Aug 17, 2023 10:07am

RE:Strategic Review

Interesting. They value the new refinery and everything (HDRD) at close to a billion$ . That would be around $28 per LCFS share. They don't have debt if they sell the crown jewel.
Post by longrun86on Aug 15, 2023 1:54pm

Strategic Review

This may sound crazy, but if I were conducting the strategic review, my conclusion would be that the entire company should be sold off to different groups! I will be very interested to see how this ...more  
Comment by wynneron Aug 14, 2023 10:10pm

RE:Conference call takeaways

I also listened to both calls. My take: LCFS is undervalued. They would like to have ownership below 50% but at a higher price. They want to reduce debt by selling "something". Note that ...more  
Post by templetooth2on Aug 11, 2023 5:44pm

Conference call takeaways

Listened to both TWM and LCFS calls (recorded) this aft. The only clear, crystal clear message was that the asset review study was coming to an end and results would be forthcoming sooner rather than ...more  
Post by Possibleidiot01on Jul 28, 2023 4:23pm

Bruce Campbell - BNN - PAST TOP PICK

PAST TOP PICK Tidewater Midstream and Infrastructure Ltd(TWM-T) 28/07/2023   (A Top Pick Jun 01/22, Down 32%) Challenging year for the company ...more  
Post by Possibleidiot01on Jul 20, 2023 2:10pm

Bruce Murray - BNN - HOLD

HOLD Tidewater Midstream and Infrastructure Ltd(TWM-T) 20/07/2023   Stock's worth around $2. Affected by lower oil and gas prices than last year ...more  
Post by pierrelebelon Jul 03, 2023 12:03pm

What is wrong with Stockhouse?

I guess they have new staffers trying to change and "improve" the site. On the quote page, you find new information such as: - Sector - Sector Rank Who cares? Then you find Analyst ...more  
Comment by Mephistopheles3on May 19, 2023 11:52am

RE:RE:Teal Linde - BNN -DON'T BUY

I would agree - have to take everything these portfolio managers say with a grain of salt. Some of them cover 100+ stocks and don't actually read the reports or news releases or listen to the ...more  
Comment by rustybladeson May 18, 2023 3:00pm

RE:Teal Linde - BNN -DON'T BUY

I believe the cost over run on the Renewables project is now in the past. From the earnings news release on May 11, "Construction of Tidewater Renewables' HDRD Complex is scheduled for ...more  
Post by Possibleidiot01on May 16, 2023 6:35am

Teal Linde - BNN -DON'T BUY

DON'T BUY Tidewater Midstream and Infrastructure Ltd(TWM-T) 15/05/2023     He sold their holdings in January after the CEO left abruptly in ...more  
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