Tidewater Midstream and Infrastructure Ltd T.TWM.DB

Buzz on the Bullboards: Major developments amidst market dynamics

[TVR]

A litle surprised there is no insider buying at the current depressed share price.  Does not suggest a lot of management or director confidence in future share price appreciation.  Birch

[Jonathon Brown]

Several TSX-listed companies are making headlines with significant updates, strategic movements and quarterly reports. read article.

[wynner]

Nov 2023 presentation. BC Low Carbon Fuel Standard (“BC LCFS”) – regulation was developed under the BC Liberal government and has been continued by the BC NDP

[nkbourbaki]

I'm concerned about political risk for the renewables business.  I don't know to what degree their existence hinges on the largesse of government, but I'm sure it's significant

[longrun86]

Very dangerous to have "credits" as a major economic driver at high leverage. I think Tidewater is turnaround story that can still turn out OK as long as the Management team and the Board

[AndrewWiggin]

I'm kicking myself for not selling this the minutes they announced jumping on the renewables bandwagon.  A nice little energy infrastructure company is now floundering because they got

[wynner]

I still may come back to this one after the summer. AECO at $1 and change is not healthy for companies in the gas industry that can't hedge their prices for cleaning up sour gas and storage etc

[FernandoPessoa]

One of the reasons Tidewater Midstream first caught my eye was it was a small cap in the Canadian midstream sector with growth prospects. I take it most analysts now believe those growth prospects are

[nkbourbaki]

... not to mention that Q2 midstream results will be even weaker due to BRC turnaround, and the various refinancings underway will mean higher interest expense going forward.  My takeaway from

[Ogopogo26]

Nothing puzzling, look at their free cash flow and earnings and you know why the share price keeps declining. No comparison at all to other midstream companies, utilities or oil producers in Canada.

[FernandoPessoa]

The stock is approaching pandemic and all time lows. Any plausible and reasonable explanations for the stock's price decline are welcome. This is one of the few stocks in the energy sector, or the

[goodbuddy]

I can see that they are losing customers, but I hear the potential for lawsuits. Is there more that you see ?

[SigmaKappa]

Losing customers, large lawsuits. 

[Mephistopheles3]

Good write up.  LCFS has a market cap of $275 million and TWM only has $295 million.  So market is pricing in very little value for any of the midstream assets which would make it an

[longrun86]

The share consolidation through the reverse split is a minor issue compared to the major issue of the debt restructuring. There is a lot of work to be done to fix the credit facilities so that this is

[PressRelease]

(TSX: TWM)CALGARY, AB, May 9, 2024 /CNW/ - Tidewater Midstream and Infrastructure Ltd. ("Tidewater" or the "Corporation") (TSX: TWM) has filed its interim consolidated financial statements and Management Discussion and Analysis ("MD&A") for the three month period ended March 31, 2024.FIRST...read article.