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Tidewater Renewables Ltd T.LCFS

Alternate Symbol(s):  TDWRF

Tidewater Renewables Ltd. is a multi-faceted energy transition company. The Company is focused on the production of low carbon fuels, including renewable diesel. The Company is focused on turning a variety of renewable feedstocks, such as tallow, used cooking oil, distillers corn oil, soybean oil, canola oil and other biomasses into low carbon fuels. Its assets are located in Alberta and British Columbia. Its renewable fuel assets are co-located at the Prince George Refinery (the PGR). Its assets at the PGR include the Renewable Diesel & Renewable Hydrogen (HDRD Complex), canola co-processing infrastructure, the fluid catalytic cracking (FCC) co-processing infrastructure and working interests in various other refinery units. Through the production of renewable fuels, it generates operating emission credits, including the British Columbia Low Carbon Fuel credits (BC LCFS) and the Canadian Clean Fuel regulations (CFR) credits, which are sold to various counterparties.


TSX:LCFS - Post by User

Comment by wynneron Dec 30, 2024 8:23pm
104 Views
Post# 36381698

RE:RE:I've been waiting for a stock like this....

RE:RE:I've been waiting for a stock like this....
Ogopogo26 wrote: Lots of good input, thank you for all the hard work on this.

Bottom line, unfortunately is that this is is still a highly levered company relying on carbon credits, a market that is broken right now. The investment case is pretty binary, either BC government fixes the system, or this will go bankrupt. What are the probabilities, insight in the politics?

As an aside, Management has been an issue throughout all these years and the current one's attitude towards public investors, minimal communication, almost exhibiting a lack of interest, suggests to me that privatization is in the cards.


The hard work is for MY benefit.

You must have read it in the Epic times noos. That the NDP have become anti woke and don't believe in climate change NO more. No more credits for YOU! Bankrupt your behind!

ALL the managements have had to deal with short and distort since day 1.

Privatiization is not on the cards. Seems to me (investors) are treating this like a speculative oil  prospect with no cash flow. They sold 1 gas plant for $600 million. They still have 2 and 2 refineries.
Take over by Brookfield would not surprise me . But $10 minimum.
I say again : Brazeau gas plant = light oil = gasoline and diesel = renewable diesel = carbon credits.
Calgary says F U ! ain't gonna let it happen . Guess what folks......it's happening.
You and I were buying today......Right?
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