New presentationhttps://www.tidewatermidstream.com/documents/259/TWM_Investor_Presentation_-_February_2022.pdf
The news of PPL+KKR+SemCAMs combining into a monster gas processing firm would have benefitted TWM I thought. It's a competitive business driven by operating costs and cost of capital: TWM leaks a lot of money in the jump from EBITDA to DCF due to high capital costs.
Frustrating holding, maybe something happens as the renewable diesel facility derisks.