RE:RE:RE:RE:RE:RE:RE:December st13
robbie: thanks for the lnks and answers to my questions. I will listen to the CIBC conference audio which looks like it is the most recent comments by TWM.
I looked back at the January presentation. With the full year contributions from Pioneer and Pipestone at the EBITDA conributions indicated by TWM, plus PGR at $100 milllion EBITDA instead of the $75 million, which I take to be a conservative baseline, 2020 EBITDA could potentially be in the range of $220 - $240 million at Nov -Jan crack spreads and oil/gas pricing.
Obviously dependent on economy staying reasonable for the year, which means a speedy resolution to the coronovirus problems. TWM is not likely to be immune if the world econmy takes a dive, but that will drive interest rates down even further which would not be bad for TWM's refinancing options.