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... see more

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Comment by wynneron Sep 11, 2023 3:26pm

RE:RE:LCFS numbers

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 ...more

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Discussion

Comment by wynneron Sep 11, 2023 3:13pm

RE:LCFS numbers

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.

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Discussion

Post by templetooth2on Sep 11, 2023 1:43pm

LCFS numbers

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 ...more

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Discussion

Comment by pierrelebelon Sep 08, 2023 4:50pm

RE:A question to the wise re: renewable plant. Has anyone come

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 ...more

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Discussion

Post by drunk@noonon Sep 08, 2023 3:41pm

A question to the wise re: renewable plant. Has anyone come

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

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Discussion

Post by Mephistopheles3on Sep 05, 2023 12:58pm

National Bank - price target $1.25

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 ...more

357

Post by Possibleidiot01on Sep 02, 2023 3:06pm

Robert Lauzon - BNN - PAST TOP PICK

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 ...more

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Comment by wynneron Sep 02, 2023 9:13am

RE:RE:Analyst upgrades - Comments from G&M

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 ...more

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Discussion

Comment by templetooth2on Sep 01, 2023 9:44pm

RE:RE:Altagas holdings

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 ...more

272

Discussion

Comment by Deadmediaon Sep 01, 2023 9:13pm

RE:RE:Altagas

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 ...more

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Discussion

Post by templetooth2on Sep 01, 2023 5:31pm

Mephisto - Debt consolidation

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

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Comment by Mephistopheles3on Sep 01, 2023 4:46pm

RE:Altagas holdings

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 ...more

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Discussion

Post by Possibleidiot01on Sep 01, 2023 3:47pm

Analyst roundup

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. ...more

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Comment by wynneron Sep 01, 2023 3:36pm

RE:Altagas holdings

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.

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Discussion

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Bullboard - Stock Discussion Forum Tidewater Midstream and Infrastructure Ltd T.TWM

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

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