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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 nkbourbakion May 10, 2024 3:03pm
270 Views
Post# 36034215

RE:RE:Near pandemic lows.

RE:RE:Near pandemic lows.
Ogopogo26 wrote: Nothing puzzling, look at their free cash flow and earnings and you know why the share price keeps declining. No comparison at all to other midstream companies, utilities or oil producers in Canada.


... not to mention that Q2 midstream results will be even weaker due to BRC turnaround, and the various refinancings underway will mean higher interest expense going forward.  My takeaway from the call was that the refinancings will be announced soon. Will be interesting to see how they deal with the $75m in debentures.  They obviously won't roll over anywhere close to current rate (5.5%).

Seems that Rob's share dump at $0.98 was a pretty good sign of things to come, after all.

RBC's downgrade today from $1 to $0.80 may explain the big step downward.

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