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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

Comment by Mephistopheles3on Mar 06, 2024 4:39pm
123 Views
Post# 35919051

RE:RE:RE:Birch Hill Equity Partners

RE:RE:RE:Birch Hill Equity PartnersThanks for your input - based on some high volume in the last 2-3 days, I'm feeling a bit more optimistic about TWM.  There were 3x purchases today of 250K block of shares and there was a 2 million purchase 2-3 days ago. 

At this level, this is an institution or big fish and they would not invest prior to actually calling up management and asking them what is going on.  No one's putting a million dollars into this investment without doing some due diligence. 

Andrea Decore is the VP of strategy at LCFS and was posting pretty recently on LinkedIn showing the facilty and she was the one who made the request for the extra $120 million or so of capex and requesting Prince George`s support. I think this partially mitigates the risk that LCFS is an a dumpster fire-  why else would they be looking at that much capex?  Just food for thought. 

GLTA you bag holders out there.
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