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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

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Post by fauxtomato on Jan 05, 2022 10:39am

January presentation

https://www.tidewatermidstream.com/documents/258/TWM_Investor_Presentation_-_January_2022.pdf

https://tidewater-renewables.com/media/documents/2022.01_TWR_Investor_Presentation_v2022.01.01.pdf

More detail on the LCFS side, that's clearly the focus now. Consolidated debt at TWM went up and it's not all attributable to LCFS. Might get some clarity when they reach a feedstock agreement: maybe the project derisks through a partnership. 

The old gas processing business should be doing ok in this environment: high production, wide frac spreads, but it can't compete for their attention with the government subsidized renewables business. TWM's LCFS holdings are worth ~$1/share. This story has gone from bizarre to surreal.
Comment by WealthBuilder99 on Jan 05, 2022 12:58pm
Very interested in these two companies. Like the renewable side and bought position in LCFS. Both companies look very undervalued. Wondering what I am missing here. Do we see a Pipestone 1.5 or 2.0 announced sometime this year?  
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