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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 Cdnmate23on Aug 31, 2023 11:01pm

RE:RE:RE:Seems obvious to me...

5-yr chart says it all. 50% upside is nothing to shake a drill rig at, but won't be a home run.  Special dividend from all that cash would have been more reassuring than the overused ...more  
Comment by Mephistopheles3on Aug 31, 2023 5:18pm

RE:RE:Seems obvious to me...

Agree with a lot of your comments.  TWM lost their way and got way too diversified and all over the place when they're such a small player.. their ambitions was bigger than their balance ...more  
Post by ace1mccoyon Aug 31, 2023 4:37pm

Comments by Alex Ruus'

Starts at 4:39 when he is asked about his third top pick which is listed as Keyera but talks alot about the Nat Gas assets that ALA just bought from TWM. https://www.bnnbloomberg.ca/video/alex-ruus ...more  
Post by divime1on Aug 31, 2023 3:33pm

From 2 nd quarter financials

Pipestone natural gas plant Despite consistent Pipestone plant availability during the second quarter, Pipestone's average daily throughput was impacted by scheduled maintenance and cautionary ...more  
Comment by longrun86on Aug 31, 2023 12:44pm

RE:Seems obvious to me...

My view is that this is round 1 of what needs to be done for this company to get back on track. The headline valuation was good, the question becomes what has to happen with the AltaGas shares and the ...more  
Post by templetooth2on Aug 31, 2023 12:11pm

Seems obvious to me...

...that when this deal closes, the next step will be to re-absorb LCFS into the new Tidewater.  LCFS was taken public a few years ago at $15 per share, and for the life of me, I can't see ...more  
Comment by longrun86on Aug 31, 2023 9:25am

RE:RE:RE:RE:RE:RE:RE:Strategic Review

Great to see a deal coming together! The transaction consideration falls at the higher end of my valuation multiple expectations. It will be nice to get some further clarity on the application of ...more  
Comment by Mephistopheles3on Aug 31, 2023 9:16am

RE:TWM ALTA GAS deal

Just keep in mind that $325 million is in Altagas stock and TWM will likely be restricted in selling that stock for 2-3 years.  Still, even if they just take the dividend on Altagas which is 4 ...more  
Post by Tyee1989on Aug 31, 2023 8:18am

TWM ALTA GAS deal

TWM selling some of their assets for $650 MILL shows how rediculously cheap this stock is. This takes away all the debt and still leaves cash left. Factor in what they still own plus they own about ...more  
Comment by wynneron Aug 31, 2023 7:25am

RE:RE:RE:RE:RE:RE:RE:Strategic Review

Market cap less than $500 million. The renewable refinery is valued at $650 million + to TWM. What about the PGR and $95 crack spreads? Cheap or what?
Comment by Possibleidiot01on Aug 31, 2023 6:59am

RE:RE:RE:RE:RE:RE:Strategic Review

$650 million is far above current market cap . Subject to completion of customary conditions, AltaGas will acquire Pipestone and Dimsdale for total consideration of $650 million plus the assumption ...more  
Comment by wordlesson Aug 30, 2023 7:47pm

RE:RE:RE:RE:RE:Strategic Review

Why doesn't Parkland just buy this thing?
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