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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 Jan 13, 2025 11:45pm
33 Views
Post# 36402599

RE:RE:RE:insight into the disconnect between mkt price and target ?

RE:RE:RE:insight into the disconnect between mkt price and target ?
HARJAY wrote: Havn't seen the RBC report but what about the commentary from  RBC Dominion Securities analyst Maurice Choy that i posted , that coincides with that you posted. If you have the target where did you get that from if not the report ??

FYI

Based on 2 ranked analysts offering 12 month price targets for TSE:LCFS in the last 3 months, the average price target is $4.25, with a high estimate of $5.50 and a low estimate of $3.00.

That's what I meant. The Maurice Choy analyst report. There is usually more than just a paragraph.
I like to see numbers.

The $8 target is my number. Based on what I know about the refinancing and selling of non core assets. Also the California CARB pricing and imports. Resulting in the BC LCFS credits rebounding.
Not a stretch since I sold some for more than that in August before the glut. Did you know NESTE Singapore has been off line and not exporting to US?
I have done my homework and besides the low volume sell off this thing is making money still.
So is TWM now I believe. Just about as they took on most of the debt.
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