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Tidewater Midstream and Infrastructure Ltd T.TWM

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

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.


TSX:TWM - Post by User

Comment by goodbuddyon Mar 31, 2017 3:54pm
173 Views
Post# 26060364

RE:RE:Peter Imhof

RE:RE:Peter ImhofOne particular bit of information that I have been watching with this company is, there acquisition of companies like BRC that kicked off there IPO for this company and Alta Gas on March 16, 2016. The current through put of BRC acquisition in 2015 when they took part ownership in was 140 MMCF/D,  the plant total capacity is 185 MMCF/D, thats a 32.14% upside in production and revenues when they fill this plant up. In the most recent report that came out yesterday, said, Alta Gas acquisition of there plant, the current production was 100MMCF/D, while its total capacity is 490 MMCF/D; again upside in production and revenue can be 390 %. That is all the information that I can find in regards to through put of there plants they have bought.
What if, the other acquisition have the same upside to production and revenue growth as these plants do?
All they have to do is sign agreements for take or pay to make those metrices happen.
That bit of information, is what will drive the revenue growth for this company very quickly ( kind of like a hidden surprise for investors).





Windigo69 wrote:
retiredcf wrote: Just a reminder that one of the few analysts who covers this company is on today's Market Call. GLTA

TWM-X 2016-09-29 BUY Peter Imhof
 
He likes them.  It is somewhat under followed.  He likes the management team.  If you are going to own one, this is the one that stands out.  It is his goto name in this space.
 
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Price:
$1.440
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes



I listened to his live interview regarding TWM. Peter Imhof pointed out that he likes stocks that allow him to sleep well as do since I dont get up until early afternoon. The acquistion of the trucking company offers TWM better control of services when required.


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