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Bullboard - Stock Discussion Forum 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... see more

Bullboard (TSX:TWM)

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Post by nkbourbakion Nov 14, 2024 4:22pm

debentures

Debentures traded down to 70 today, pushing the yield over 11%. 
Comment by pennydredfulon Nov 14, 2024 3:54pm

RE:RE:RE:RE:Conference Call

Birch  Hill   may  have  layered  on  a bunch   of  costs  at  the  executive   level  making  things  ...more  
Comment by capedcrusaderon Nov 14, 2024 3:16pm

RE:RE:RE:RE:Conference Call

I was a bit surprised as well (if I heard this correctly) when they said they can't really market their refined products outside Northern BC, as they aren't competitive outside the home marker ...more  
Comment by nkbourbakion Nov 14, 2024 2:39pm

RE:RE:RE:Conference Call

I think Birch Hill remains the largest shareholder, and they installed this crew.   Ever since Rob departed I feel the company has been extremely shareholder unfriendly in terms of ...more  
Comment by wynneron Nov 14, 2024 2:28pm

RE:RE:Conference Call

Ooops . I only own LCFS-T. Anyone else hear them say they have a partner for the government paid for SAF unit?
Comment by wynneron Nov 14, 2024 2:25pm

RE:Conference Call

I guess I am brave. Management not burning their hair over LCFS credits and having the majority NDP government on side. Seems like they know just as much as me about CARB LCFS hitting $80US a ton on ...more  
Comment by capedcrusaderon Nov 14, 2024 2:20pm

RE:RE:Conference Call

Yeah, that was a good one. Like how they wou;dn't comment on ANY Capex for next year. "we'll tell you next year', It's only a month away guys, and you need all the good will you ...more  
Comment by nkbourbakion Nov 14, 2024 2:15pm

RE:Conference Call

Agreed.  They couldn't sound more disengaged if they tried.  Every question is essentially left unanswered, either explicitly or implicitly, even when it's pretty straightforward and ...more  
Post by capedcrusaderon Nov 14, 2024 1:52pm

Conference Call

Conference call was pretty brutal. Management seemed listless and disinterested. Seems They are pinning all short term hopes on government action on LCFS credits, but there are so many short-term ...more  
Comment by nkbourbakion Nov 14, 2024 11:47am

RE:RE:Bloodbath

I reside in both groups.
Comment by longrun86on Nov 14, 2024 11:43am

RE:Bloodbath

After this morning there are only two types of shareholders left: the brave and the stupid.
Post by capedcrusaderon Nov 14, 2024 11:09am

Bloodbath

Wow, stock has lost 36% of it's value this AM. Anyone here know what the assets are worth if they put them up for sale.  This is starting to look like a garage sale situation. Could see a ...more  
Comment by nkbourbakion Nov 14, 2024 10:06am

RE:Always Some New Surprise in the Quarterly Reports

Several industry observers have been saying that there's a glut of diesel/fuel and this likely will get worse before it gets better.  So no surprirse that they're having trouble ...more  
Comment by nkbourbakion Nov 14, 2024 10:04am

RE:Always Some New Surprise in the Quarterly Reports

Yeah I guess they innocently forgot to mention the upcoming offtake expiry it in Q2.
Post by TVRon Nov 14, 2024 10:00am

Always Some New Surprise in the Quarterly Reports

Guess the market is not enthused with the Q3 reporting.  While the legal action on US products coming into Canada could be positive... eventually, the new negative is the end of the Cenovus ...more