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Tidewater Midstream and Infrastructure Ltd T.TWM

Alternate Symbol(s):  T.TWM.DB | T.TWM.W | TWMIF

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.


TSX:TWM - Post by User

Comment by wynneron Aug 14, 2023 10:10pm
186 Views
Post# 35588211

RE:Conference call takeaways

RE:Conference call takeawaysI 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 AIMCO is holding warrants that would ammount to 9% of shares. Potential for TWM to sell some of their shares in a block to "someone" to bring down ownership and improve liquidity and become seperatly managed.
LCFS trades too thinly for the big guys to buy on the market. They can't have mine either.
I smell a bought deal .
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