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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 goodbuddyon Jan 05, 2024 5:49pm
136 Views
Post# 35813259

RE:RE:Bruce Campbell - BNN - PAST TOP PICK

RE:RE:Bruce Campbell - BNN - PAST TOP PICKCuting the divy will have an impact on share price as some investment funds need to hold only equities that pay a divy. That said, Tidewater Midstream portfolio of assets will struggle going forward as ST13's are showing properties that are stressed or appears to be stressed by the numbers.
- Goodfare & Valhalla are the only properties outside of Tidewater core area, thinking that these properties will be sold in the near trerm.
- BRC frac palnt has been shut in for sometime now, not sure what is happening here.
- Paddle river gas palnt has been shut in for modst of the year, this one is looking the most stressed of the properties.
- Tidewater renewables-, one of there facility has been shut in and restarted on and off, not sure what is happening there also.
We will just have to monitor these assets in the ST13's to see if Tidewater midstream properties are producing the way they are intended to produce. So far there are some dead invested capital here.



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