Tidewater Midstream and Infrastructure Ltd T.TWM

Alternate Symbol(s): TWMIF | T.TWM.DB.A

Energy Oil & Gas Midstream

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

Tidewater Midstream and Infrastructure Ltd > Telegraphing intentions

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Comment by Mephistopheles3on May 09, 2024 11:43am

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Post# 36031296

RE:RE:RE:RE:Telegraphing intentions

Good write up. LCFS has a market cap of $275 million and TWM only has $295 million. So market is pricing in very little value for any of the midstream assets which would make it an attractive target - we'll see how the conference call goes at 1 :00, but I'm not expecting any news other than on how they're working on their refinancing.

LCFS really did perform well in the quarter - so at a certain point, they will drag TWM along until a buyer comes along.

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