Tidewater Renewables Ltd T.LCFS

Low vol

[wynner]

Retail selling but not TWM or funds. 
Under valued infrastructure imo.

[NewOpportunist]

Yes, but not having announced that HDRD is running at full capacity means that there are operational issues which haven't been fixed yet. I am still confident that those are minor, covered by warranties and will only result in temporary delays, but one thing for sure, Q4 results to be announced on March 14 won't look pretty and guidance will have to be lowered, too.

[templetooth2]

There are always operational issues with a new industrial plant, new mine, oilwell, spaceship, name it. The good thing is that this HDRD plant uses the same technology as Montana Renewables, owned by Calumet (CLMT), or so I'm led to believe. Montana may be larger, but it's the same process. If there's something wrong at Prince George, I would expect it to be solved pretty quickly

[wynner]

That's right. If HDRD was running at full capacity they would have told us. Either that or they want to buy all our shares cheaper.. Waiiiiit. I have CLMT on my watch list. Same Topsoe technology. Works fine there.

[wynner]

I just talked myself into buying more now. --------------------------------------------------------------------------------------------------------------------------------- The Great Falls refinery in Montana produces both SAF and RD using Topsoe HydroFlex technology. Topsoe says that the HydroFlex process layout offers lower capital expenditure (CAPEX), and also a lower energy consumption

[wynner]

https://www.greencarcongress.com/2023/07/20230728-calumet.html Calumet Specialty Products Partners, L.P. reported that ramp-up of unit operations was completed during the second quarter, making its Montana Renewables subsidiary the largest producer of sustainable aviation fuel (SAF) in North America (approximately 30 million gallons per year).  The Montana