Tidewater Midstream and Infrastructure Ltd T.TWM

@ the Bell: The TSX hits a three-week low

[Jon Brown]

Canada’s main stock index hit a three-week low. The TSX's broad decline saw deep cuts among the industrial, tech and mining sectors. read article.

[Jon Brown]

Fall officially starts this weekend and with it comes the annual rush of business activity, you need look no further than our own Bullboards. read article.

[Jon Brown]

Canada’s main stock index was down on Wednesday where an early nudge from commodities kept the TSX buoyed until falling under by close. read article.

[wynner]

As part of the AIMCo Facility, Tidewater Renewables issued 3.375 million warrants to AIMCo (the “AIMCo Warrants”). Each AIMCo Warrant entitles AIMCo to purchase one common share (“Common Share”) of

[wynner]

Are you taking into account AIMCO debt that can be converted to LCFS shares? Warrants convertable at $14+. Also some clause I should look up regarding a lower priced convert in a few years.

[templetooth2]

I think pierrelebel's $130 - $150 EBITDA is for the parent company. Scotia uses a $105 million EBITDA runrate  for the HDRD plant and applies a 5X multiple to get a value of $525 million

[pierrelebel]

From Renewables PR: "The Corporation is forecasting a gradual production ramp-up of the HDRD Complex in the second half of 2023, with an average utilization rate between 75 – 80% of its design

[drunk@noon]

across the expected cashflow from the plant once it has reached expefted operational volume?

[Mephistopheles3]

One interesting point here is that this analyst made the point that the Altagas share would be freely tradeable immediately.   For Tidewater, the analyst came off research restriction

[Possibleidiot01]

PAST TOP PICK Tidewater Midstream and Infrastructure Ltd(TWM-T) 01/09/2023   (A Top Pick Sep 12/22, Down 11%) Company has found its footing with new

[wynner]

Topsoe works. About Montana Renewables, LLC Montana Renewables, LLC is an unrestricted subsidiary of Calumet located in Great Falls, MT. Montana Renewables converts 15,000 barrels per stream

[templetooth2]

Re Mephisto's vision of Tidewater's future (or lack of vision!!!): If TWM intends to slowly sell off their ALA and LCFS shares to fund a 3 or 4% dividend and provide 5 or so execs a

[Deadmedia]

Shares of AtlaGas has been priced at $26.07.  So far, so good. "The total consideration is $650 million, comprised of $325 million in cash and the issuance of approximately 12.5 million

[templetooth2]

In my day, the magic number was 20%, not 50%. Things may have changed but I don't think so.

[Mephistopheles3]

They just spun off LCFS not that long ago and if you look in their comments on the calls, they are looking at divesting LCFS to get  below a 50% holding and thus not having to consolidate LCFS

[Possibleidiot01]

Tidewater Midstream and Infrastructure (TSE:TWM) had its price target raised by analysts at Royal Bank of Canada from C$1.25 to C$1.50. This represents a 37.6% upside from the current price of C$1.09.

[wynner]

How many shares of LCFS can they buy instead of holding ALA? Too many to stay below $15 I bet. Buy the dip I say.

[pierrelebel]

"why would Tidewater want to hold on to $325 million worth of ALA?" Because that was the deal on the table. Altagas was willing to pay half cash only.  TWM took the deal and it makes