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Tidewater Midstream and Infrastructure Ltd T.TWM.DB.A


Primary Symbol: T.TWM Alternate Symbol(s):  TWMIF

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

Comment by wynneron Aug 14, 2023 10:10pm
209 Views
Post# 35588211

RE:Conference call takeaways

RE:Conference call takeawaysI also listened to both calls.
My take: LCFS is undervalued. They would like to have ownership below 50% but at a higher price.
They want to reduce debt by selling "something".
Note that AIMCO is holding warrants that would ammount to 9% of shares. Potential for TWM to sell some of their shares in a block to "someone" to bring down ownership and improve liquidity and become seperatly managed.
LCFS trades too thinly for the big guys to buy on the market. They can't have mine either.
I smell a bought deal .
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