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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 Feb 20, 2021 11:07am
436 Views
Post# 32618497

How does this saga end?

How does this saga end?Curious how others see this story ending. I'm a long hauler, I first bought into TWM on one of the early offerings in 2016 and have traded a bit. I have some bought at $1.40 and some bought at $0.40 (I'm rounding for poetic effect, but the true figures aren't too far off). My broker tells me my cost basis now is 1.001, so I'll call this a tie game at half time. The only time the company itself has been boring has been the last 12 months, when the share price was anything but boring.

I'd love to hear your scenarios. At this point I have so many shares that I couldn't liquidate my position without some kind of liquidity event, either being acquired or an offering or some major news. So I may try to trade the moves but am stuck holding this accumulated position for at least the near future.

The firstworld scenario: Pioneer transaction falls through, CRA comes calling to claw back mom & pops tax dollars, corporate HQ relocated to a Sylvan Lake trailer park

The valuguy scenario: Biden declares a full lockdown, civil war breaks out, all contracts void, oil drops to $40 for rest of year

fauxtomato scenario: They sell all assets without 'river' in the game for $600M, leaving them with Paddle, Ram, Brazeau and about $300M in debt. Rename themselves to 'Riverwater' as there is no Tidewater in view.





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