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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

Post by fauxtomatoon Nov 24, 2020 12:57pm
970 Views
Post# 31961635

Another thought.

Another thought.The BTE volumes into BRC for October is about 9mmcf/d, which is a sizable increase in 3rd party processed volumes there, assuming going processing fees apply. It's coming from the BTE gathering system ABGS0088371 if anyone wants to check my math. With no volumes from that connection in September it's likely that total is a partial month and volumes could increase in the coming months.

The transcript of the Q3 call revealed that Joel believes TWM has 'never have had marketing drive a pile of EBITDA' so for those keeping score at home Q3 had both a pile of and an absolute pleasure.

Based on recent comments on this board I should be going long .22 short. 

I wonder if the October Pipestone inlet was impacted by KEY's Wapiti resuming operations and Pipestone plant starting up. From what I can tell the huge inlet into KEY's Pipestone is entirely from one Encana battery.

A fully operational TWM Pipestone is worth ~$300M if they could sell working interest in it to a TPZ type entity. If WTI can reach the upper $40s that should be the first place to see resumed growth. AECO prices should hold deep basin related volumes steady.


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