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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

TSX:TWM - Post Discussion

Tidewater Midstream and Infrastructure Ltd > and the TWM press release on tidewater renewables
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Post by 2021Gamble on Aug 18, 2021 11:02am

and the TWM press release on tidewater renewables

Tidewater Midstream Announces Completion of Tidewater Renewables' Initial Public Offering and Project Updates

T.TWM

/NOT FOR DISTRIBUTION TO U.S. NEWS WIRE SERVICES OR DISSEMINATION IN THE UNITED STATES./

CALGARY, AB, Aug. 18, 2021 /CNW/ - Tidewater Midstream and Infrastructure Ltd. ("Tidewater Midstream") (TSX: TWM) is pleased to announce that its majority-owned subsidiary, Tidewater Renewables Ltd. ("Tidewater Renewables" or the "Company"), has completed its initial public offering (the ‎‎"Offering") of 10,000,000 common shares ("Common Shares") at a ‎price of C$15.00 per Common Share, for total gross ‎proceeds of C$150,000,000‎.

Tidewater Midstream and Infrastructure Ltd. Logo (CNW Group/Tidewater Midstream and Infrastructure Ltd.)

The Common Shares trade on the Toronto Stock Exchange under the symbol "LCFS".‎

Offering

CIBC Capital Markets and National Bank Financial acted as co-lead underwriters and joint ‎bookrunners for the ‎Offering with a syndicate that included ATB ‎Capital Markets, RBC Capital Markets, Acumen Capital Partners, ‎‎Canaccord Genuity, ‎Scotia Capital Inc., Stifel FirstEnergy, Tudor, Pickering, Holt & Co., Echelon Wealth ‎Partners ‎Inc., iA Private Wealth Inc., INFOR Financial Inc., and Paradigm Capital Inc. (collectively, the "Underwriters").‎

The Offering was completed pursuant to the Company's supplemented PREP prospectus dated ‎August 12, 2021 (the "Prospectus"), filed with the securities regulators in each of the provinces of ‎Canada, a copy of which is available under the Company's profile on SEDAR at ‎www.sedar.com.‎

The Company has granted to the Underwriters an over-allotment option (the "Over-Allotment ‎Option") to purchase up to an additional 1,500,000 Common Shares at a price of C$15.00 per ‎Common Share for additional gross proceeds of up to C$22,500,000. The Over-Allotment Option can ‎be exercised, in whole or in part, in the sole discretion of the Underwriters, for a period of 30 days ‎from the closing date of the Offering.‎

Immediately following closing of the Offering and the completion of the transactions contemplated ‎thereby, Tidewater Midstream, the Company's ‎majority ‎shareholder, acquired direct ownership of ‎‎23,900,000 Common Shares (representing ‎approximately ‎70.50‎% of the Common Shares). ‎

The net proceeds of the Offering was used to fund a portion of the C$180 million cash component of the purchase price for the Acquired Assets (as defined and described in the Prospectus) from Tidewater Midstream. In turn, Tidewater Midstream will use the net proceeds of the Offering to further reduce leverage.

Tidewater Renewables Project Updates

With the closing of the Offering, Tidewater Renewables is pleased to announce a positive final investment decision ("FID") on the 3,000 bbl/d Renewable Diesel and Renewable Hydrogen Complex (as defined and described in the Prospectus), which is expected to enter into service in Q1 2023. Management anticipates the Renewable Diesel & Renewable Hydrogen Complex to generate approximately C$90 - C$95 million of EBITDA in 2023 on a full year run-rate basis based on certain operating assumptions fully described in the Prospectus.

The Canola Co-Processing Project achieved successful commissioning and start-up, slightly ahead of its planned schedule and first production of renewable diesel has commenced. Over the next 30 days, management expects renewable diesel production from the Canola Co-Processing Project to ramp-up to its 300 bbl/d nameplate capacity and generate approximately C$5 million of EBITDA in 2022 on a full year run-rate basis based on certain operating assumptions fully described in the Prospectus.

Comment by rustyblades on Aug 18, 2021 12:45pm
To quote the song by Dire Straits, " money for nothing, that's how you do it"
Comment by Joe455 on Aug 19, 2021 2:11pm
Lots of Ebitda but how much money will flow up to the mothership?
Comment by AntoninScalia on Aug 19, 2021 7:59pm
They should borrow against their equity stake in LCFS and launch a substantial issuer bid for 40% of outstanding shares.
Comment by Wordless1 on Aug 23, 2021 6:21pm
TWM will have to consolidate the ~70% they still own in with their reults.  TWM gets ~$180Mil from the IPO of LCFS, BUT LCFS will need to keep their cash to fund their own growth initiatives. I don't anticipate any money will flow to the mothership from LCFS operations, unless they start paying a dividend at some point.
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