Stockhouse.com uses cookies on this site. By continuing to use our service, you agree to our use of cookies. Cookies are used to offer you a better browsing experience and to analyze our traffic. We also use them to share usage information with our partners. See
full details
.
I Agree
×
Join today and have your say! It’s FREE!
Join Now
Sign In
Become a member today, It's free!
We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.
Join Today
or
Sign in with existing account
Privacy Policy
|
Disclaimer
Sign In
Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Remember me
Forgot Password?
Sign In
or
Sign Up
Privacy Policy
|
Disclaimer
Please Try Again
{{ error }}
Send my password
Submit
Return to Login
SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.
Become a member today, It's free!
We will not release or resell your information to third parties without your permission.
Linking with Facebook:
Stockhouse membership requires an email address which must be shared by Facebook.
By default, joining or signing in using your Facebook account will work and the email address will be shared by Facebook automatically.
If you change your Facebook permissions to restrict Stockhouse from receiving your email while joining or signing in to Stockhouse then it will fail.
Please do not modify the permission settings during sign-in.
Sign in with Facebook
Return to Signup Options
Home
Community
Bullboards
Blogs
Groups
Messages
Markets
Stocks
TSX
TSXV
CSE
Cboe Canada
NASDAQ
NYSE
NYSE American
Cryptocurrency
Currencies
Market Movers
Bonds
News
Featured News
Trending News
Canadian Press Releases
US Press Releases
Video
Editorial
Thematic Insights
Independent Reports
Interviews
Buzz on the Bullboards
Portfolio
Watchlist
Portfolio
Showcase Companies
DealRoom
Quote
|
Bullboard
|
News
|
Opinion
|
Profile
|
Peers
|
Filings
|
Financials
|
Options
|
Price History
|
Ratios
|
Ownership
|
Insiders
|
Valuation
Bullboard - Stock Discussion Forum
Tidewater Midstream and Infrastructure Ltd
T.TWM
Alternate Symbol(s):
TWMIF
|
T.TWM.DB.A
Energy
Oil & Gas Midstream
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...
renewable initiatives. It also markets crude, refined products, natural gas, NGLs and renewable products and services to customers across North America. Its key 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 sulfur handling solutions and rail connections. Its key downstream asset is the Prince George Refinery (PGR), the sole light oil refinery within the interior British Columbia market.
see more
Join the community and start posting on the bullboards today. It's free.
You are already a member! Please enter your password to sign in.
Remember me
Forgot password?
Back
Submit
By providing my email, I consent to receiving messages from Stockhouse.
Create a portfolio watchlist today. It's free.
You are already a member! Please enter your password to sign in.
Remember me
Forgot password?
Back
Submit
By providing my email, I consent to receiving messages from Stockhouse.
Add To Watchlist
Bullboard (TSX:TWM)
New Post
View:
Posts & Comments
Threaded Posts
Prev
...
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
...
Next
(90)
•••
templetooth2
X
View Profile
View Bullboard History
Post by
templetooth2
on Dec 05, 2023 8:33pm
From Altagas
Today's Altagas 2024 outlook had a few comments worthy of repitition: - Higher annual Midstream capital reflects the strong outlook for the Midstream business and strong growth
...more
(57)
•••
wynner
X
View Profile
View Bullboard History
Comment by
wynner
on Nov 26, 2023 12:42pm
RE:RE:Next steps
on the CC they said they will be up to speed in 3 weeks. Maybe double that based on minor glitches.
(37)
•••
Ogopogo26
X
View Profile
View Bullboard History
Comment by
Ogopogo26
on Nov 25, 2023 7:08pm
RE:Next steps
A very, very small operation it maybe but what matters is the size relative to LCFS. If they can create $100 million in annualized free cash flow, market cap of $260 million, you tell me, what the
...more
(90)
•••
templetooth2
X
View Profile
View Bullboard History
Post by
templetooth2
on Nov 22, 2023 9:31pm
Next steps
Just to clarify, for Tidewater Midstream to take out the LCFS minority shareholders would cost about $150 million. (At $15 per share, the original issue price.) This LCFS operation is a very
...more
(152)
•••
longrun86
X
View Profile
View Bullboard History
Comment by
longrun86
on Nov 20, 2023 11:09pm
RE:RE:RE:RE:RE:RE:RE:RE:Some bullish comments here
If Management and the Board really believe that LCFS is going to work, they should want to bring it back in-house. Overall, this is an attractive price and I can see there being opportunities in
...more
(37)
•••
Ogopogo26
X
View Profile
View Bullboard History
Comment by
Ogopogo26
on Nov 20, 2023 9:35pm
RE:RE:RE:RE:RE:RE:RE:Some bullish comments here
I agree, good point, in the end this carve out served the purpose to get HDRD financed back in 2021 without an external party, but never made sense from a standalone perspective. Maybe they can sell
...more
(152)
•••
longrun86
X
View Profile
View Bullboard History
Comment by
longrun86
on Nov 20, 2023 7:50pm
RE:RE:RE:RE:RE:RE:Some bullish comments here
The issue I see with them trying to dispose of LCFS or sell it down to below a controlling position is the fact that the operations are highly integrated from an operations perspective. An external
...more
(37)
•••
Ogopogo26
X
View Profile
View Bullboard History
Comment by
Ogopogo26
on Nov 20, 2023 3:57pm
RE:RE:RE:RE:RE:Some bullish comments here
LCFS can go either way. They might sell the entire company or just sell down their stake, unlikely to happen at a price much lower than the $15 IPO price in August 2021 or buying out the minorities
...more
(35)
•••
Mephistopheles3
X
View Profile
View Bullboard History
Comment by
Mephistopheles3
on Nov 20, 2023 10:31am
RE:RE:RE:RE:Some bullish comments here
The other potential catalyst to keep an eye out for is the potential of LCFS entirely to another party. It wasn't this quarter, but on the Q2 call, management said they were looking at "
...more
(74)
•••
TVR
X
View Profile
View Bullboard History
Comment by
TVR
on Nov 19, 2023 10:19am
RE:RE:RE:RE:Some bullish comments here
For the combined Tidewater/Tidewater Renewables entity the $50 milion EBITDA loss from the Pipestone sale will be replaced or largely replaced by a similar amount of new EBITDA from the Diesel
...more
(37)
•••
Ogopogo26
X
View Profile
View Bullboard History
Comment by
Ogopogo26
on Nov 17, 2023 7:39pm
RE:RE:RE:Some bullish comments here
I agree, limited downside, large upside. How much DCF will improve because of the ALA deal is unclear as they will lose $50mn in EBITDA. I think Management said that it will be accretive, however
...more
(37)
•••
Ogopogo26
X
View Profile
View Bullboard History
Comment by
Ogopogo26
on Nov 17, 2023 6:24pm
RE:RE:Timing of Pipestone Sale Closing
I don't think this will happen and it would be a bad idea. It's not the job of TWM to speculate. If you want ALA exposure, you can buy the shares yourself.
(234)
•••
pierrelebel
X
View Profile
View Bullboard History
Comment by
pierrelebel
on Nov 17, 2023 4:25pm
RE:Timing of Pipestone Sale Closing
"... I assume they will not hold them for long." Maybe they should hold the shares for a while and write call options against their position, earning an extra 6% to 10% a year in addition
...more
(74)
•••
TVR
X
View Profile
View Bullboard History
Post by
TVR
on Nov 17, 2023 1:26pm
Timing of Pipestone Sale Closing
The closing date for TWM's sale to Altagas (ALA) of the Pipestone facility will be interesting. ALA's next quarterly dividend payment date is December 15. If the deal has
...more
Prev
...
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
...
Next
Thank You
Your Report has been submitted.
Report Abusive Content
×
Close
Sign up to get access
You are already a member! Please enter your password to sign in.
Remember me
Forgot password?
Back
Submit
By providing my email, I consent to receiving messages from Stockhouse.
The Market Update
{{currentVideo.title}}
{{currentVideo.relativeTime}}
< Previous bulletin
Next bulletin >
A daily snapshot of everything
from market open to close.
{{currentVideo.companyName}}
{{currentVideo.intervieweeName}}
{{currentVideo.intervieweeTitle}}
{{currentVideo.headline}}
{{currentVideo.link1Text}}
{{currentVideo.link2Text}}
< Previous
{{moreVideoText}}
Next >