January presentationhttps://www.tidewatermidstream.com/documents/258/TWM_Investor_Presentation_-_January_2022.pdf
https://tidewater-renewables.com/media/documents/2022.01_TWR_Investor_Presentation_v2022.01.01.pdf
More detail on the LCFS side, that's clearly the focus now. Consolidated debt at TWM went up and it's not all attributable to LCFS. Might get some clarity when they reach a feedstock agreement: maybe the project derisks through a partnership.
The old gas processing business should be doing ok in this environment: high production, wide frac spreads, but it can't compete for their attention with the government subsidized renewables business. TWM's LCFS holdings are worth ~$1/share. This story has gone from bizarre to surreal.